Be in the know. 5 key reads for Tuesday…

  1. Stocks Are a Winner in the Fourth Quarter. It’s Time to Buy. (Barron’s)
  2. Occidental closes $3.9B deal, reveals how much it’s divested since acquiring Anadarko (BizJournals)
  3. Aramco Steps Up Investor Push With Plans for $75 Billion Yearly Dividend (Wall Street Journal)
  4. Jeffrey Gundlach: How Trump Will Avoid A Recession To Win Reelection (ZeroHedge)
  5. U.S. State Department says U.S., North Korean officials plan to meet within week (Reuters)

Be in the know. 8 key reads for Monday…

  1. 5 Dow Jones Industrial Average 2019 Laggards Could Be Big Q4 Winners (24/7 Wall Street)
  2. Third quarter could mark turning point in U.S. profit cycle (Reuters)
  3. Charles Evans says Fed has turned dovish, but still might need to do more (CNBC)
  4. Impeachment Doesn’t Shake Trump Voters But Sows Doubt on Biden (Bloomberg)
  5. Tesla owners test new feature enabling self-driving capability in private parking lots (USA Today)
  6. Shale Boom Is Slowing Just When the World Needs Oil Most (Wall Street Journal)
  7. GameStop Stock Has Been Blown to Bits, but Insiders Are Scooping Up Shares (Barron’s)
  8. Asset Managers With This Characteristic Earn Higher Returns Over Time (Institutional Investor)

 

Be in the know. 10 key reads for Sunday…

  1. Bye-bye, Biotech Funds? Not So Fast. It Could Be Time for Another Look (MarketWatch)
  2. Biotech Roundtable: How to Invest in Medicine’s Future (Barron’s)
  3. This ‘Ferris Bueller’-Inspired Dream Garage Is the Ultimate Automotive Man Cave (Maxim)
  4. Eddie Murphy Talks Cancel Culture And Why He Won’t Be Wearing Leather Suits On His Stand-Up Comedy Tour (Maxim)
  5. Martin Scorsese’s ‘The Irishman’: A Bloody, Epic Masterpiece—and Al Pacino’s Greatest Performance in Years (DailyBeast) 
  6. Lagarde’s Edge Is Europe’s Opportunity (Project Syndicate)
  7. The Negative Effects of Chinese Financial Repression (Podcast) (Bloomberg)
  8. China urges ‘calm and rational’ resolution to U.S.-Sino trade war (Reuters)
  9. Barron’s Picks And Pans: American Airlines, Chipotle, GM, Wells Fargo, More (Yahoo! Finance)
  10. Wall Street Falls in Love Again With Companies Loaded Up on Debt (Bloomberg)

Be in the know. 15 key reads for Saturday…

  1. The Acquirer’s Podcast: Sahm Adrangi – Activist Shorts (Equities.com)
  2. White House deliberates block on all US investments in China (CNBC)
  3. Warren Buffett has kept the same investing philosophy for decades, early interview shows (CNBC)
  4. Hedge Fund Investors Seek Expert Stock Pickers (Bloomberg)
  5. Former Fed Chair Yellen says central bank is being too ‘optimistic’ about US economy (CNBC)
  6. American Airlines Shares Could Be Ready to Climb (Barron’s)
  7. Wells Fargo’s Overhaul Is Set to Begin Under New CEO. Buy Its Stock Now. (Barron’s)
  8. How to Fix Germany’s Ailing Economy (Barron’s)
  9. A Wandering Mind: How Travel Can Change the Way You Think (Farnam Street)
  10. Michael Strahan Shares His Top 5 Secrets for Success (Men’s Journal)
  11. Hedge Fund and Insider Trading News: Bill Ackman, Glen Kacher, Warren Buffett, D.E. Shaw, Sunrun Inc. (RUN), Interface, Inc. (TILE), and More (Insider Monkey)
  12. Why Dividend-Paying Large-Cap Pharmaceuticals Could Shine in Q4 )
  13. Oil shipping rates soar as U.S. supertanker sanctions rattle crude trade (Reuters)
  14. ECRI Weekly Leading Index Update (Advisor Perspectives)
  15. Episode 770: When India’s Cash Disappeared (NPR Planet Money)

Be in the know. 12 key reads for Friday…

  1. Wells Fargo names BNY Mellon’s Charles Scharf as CEO (Reuters)
  2. Baird Says US Banks Still Have Big Value: 4 to Buy Now (24/7 Wall Street)
  3. What Exxon Mobil and Chevron Could Buy Next, According to Morgan Stanley (Barron’s)
  4. China trade talks are set to resume on October 10 (CNBC)
  5. Wall Street Democratic donors warn the party: We’ll sit out, or back Trump, if you nominate Elizabeth Warren (CNBC)
  6. Hedge Funds Struggle to Replicate Warren Buffett’s Reinsurance Success (Bloomberg)
  7. Las Vegas Sands (LVS) will replace Nektar Therapeutics (NKTR) in S&P 500 (StreetInsider)
  8. China’s top diplomat says Beijing willing to buy more U.S. products (Reuters)
  9. New Kinder Morgan pipeline frees natgas long-trapped in Permian (Yahoo! Finance)
  10. These three stocks are overlooked and undervalued, says Greenwich Wealth (MarketWatch)
  11. LNG Buyers Fret Over Feast-or-Famine Forecasts (Wall Street Journal)
  12. Oil drops after Iran’s president said US offered to remove all sanctions in exchange for talks (CNBC)

 

Be in the know. 15 key reads for Thursday…

  1. The Fed will be growing its balance sheet again, but don’t call it ‘QE4’ (CNBC)
  2. James Bullard says the Fed still has a ‘little more to go’ with rate cuts (CNBC)
  3. Hedge Fund and Insider Trading News: Tiger Global Management, Elliott Management, Aldeyra Therapeutics Inc (ALDX), Restoration Hardware Holdings, Inc (RH), and More (Insider Monkey)
  4. Drug-Price Legislation Unlikely Before Election, Analyst Says (Barron’s)
  5. China says in close communication with U.S. over October trade talks (Reuters)
  6. Netflix Stock Has Taken a Beating. Here’s How to Play a Bounceback. (Barron’s)
  7. Trump Announces a Trade Pact With Japan (New York Times)
  8. Latinos may be the key to future US economic growth, study argues (CNBC)
  9. AbbVie Is Up After Another Analyst Reconsidered Its Allergan Acquisition and Upgraded the Stock (Barron’s)
  10. Wells Fargo acting chief Parker likely to get job by default (Yahoo! Finance)
  11. Despite Setbacks, Biogen is a Buy for Value Investors (Yahoo! Finance)
  12. 4 Blue-Chip Large-Cap Stocks That All Yield a Massive 7% or More (24/7 Wall Street)
  13. Millennials Continue to Leave Big Cities (Wall Street Journal)
  14. Trump Says Impeachment Could Derail U.S.-Mexico-Canada Trade Deal (Wall Street Journal)
  15. An Unimpeachable Reason to Buy Stocks (Wall Street Journal)

 

 

Be in the know. 7 key reads for Wednesday…

  1. How Pelosi’s impeachment inquiry into Trump could be a plus for one stock sector (MarketWatch)
  2. Metals billionaire Andrew Forrest is making a $300 million bet on the next big commodity — plastic (MarketWatch)
  3. What Trump’s Impeachment Inquiry Means for the Stock Market (Barron’s)
  4. McDonald’s CEO Wants Big Macs to Keep Up With Big Tech (Bloomberg)
  5. Trump’s Fed tweets pull interest-rate expectations lower, new study finds (Business Insider)
  6. Explainer: Trade deal in focus as Trump, Japan’s Abe head for summit (Reuters)
  7. 7 Value Stocks With Double-Digit Revenue Growth (Yahoo! Finance)

Be in the know. 10 key reads for Tuesday…

  1. The Bull Market Has Thrived Even Though Retail Investors Have Fled Stocks. Here’s Why. (Barron’s)
  2. Trump is surprised when Mnuchin says he asked China trade delegation to cancel farm tour (CNBC)
  3. Pound Spikes after Court Rules Suspension of U.K. Parliament Ahead of Brexit Unlawful (MarketWatch)
  4. Why a sideways stock market could indicate the highs are yet to come (MarketWatch)
  5. Drugmakers, Worried About Losing Pricing Power, Are Lobbying Hard (Wall Street Journal)
  6. Wall Street is underestimating how much money Apple will make off 5G, says Jefferies (MarketWatch)
  7. China grants new tariff waivers for U.S. soybean imports: Bloomberg (Reuters)
  8. Life in China Is Getting Harder, and Xi Jinping Should Worry (Bloomberg)
  9. Struggling Farmers See Bright Spot in Solar (Wall Street Journal)
  10. The Last Time the Market Acted This Way, Value Stocks Gained 30 Percent (Institutional Investor)

Be in the know. 17 key reads for Sunday…

  1. The weight of evidence is on the side of the ECB’s doves (Financial Times)
  2. How DJ Khaled Overcame His Fear Of Flying And Earned $67 Million In Two Years (Forbes)
  3. Watch Brad Pitt and Jimmy Fallon Hilariously One-Up Each Other With Wild Orders (Men’s Journal)
  4. Sarah Ketterer Discusses Investment Management (Podcast) (Bloomberg)
  5. Blackstone CEO Steve Schwarzman Says Recession Is ‘Unlikely Now’ (Fortune)
  6. New land rover defender makes its long-awaited debut (designboom)
  7. ECRI Weekly Leading Index Update (AdvisorPerspectives)
  8. Episode 940: Interest Rates… Why So Negative? (NPR)
  9. Why Netflix’s Founding CEO Always Carries a Notebook (Inc.)
  10. Google Says It’s Achieved Quantum Supremacy, a World-First: Report (Gizmodo)
  11. Stitch Fix: Katrina Lake How I Built This with Guy Raz (NPR)
  12. A Kelley Blue Book for Hospitals? He’s Got a Fix for Surprise Bills (Ozy)
  13. The Rolling Stone Interview Taylor Swift (Rolling Stone)
  14. Don’t Stop Believin’, Part 2 – E&Ps Boosting Production Despite Sharp Cuts to Capital Spending (RB Energy)
  15. The Power 100 2019 (Worth)
  16. Will Ferrell, Ryan Reynolds to Star in Musical Reimagining of ‘A Christmas Carol’ (Exclusive) (Hollywood Reporter)
  17. Stocks will soar 17% through next year, market bull Ed Yardeni predicts (CNBC)