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Hedge Fund and Insider Trading News: T. Boone Pickens, Carl Icahn, Glen Kacher, Camber Capital Management, Elliott Management, Abbvie Inc. (ABBV), Fidelity National Financial Inc (FNF), and More (Insider Monkey )
Fed officials are studying whether market plumbing issues contributed to a spike in short-term lending rates this week. (Wall Street Journal )
Paranoia Written All Over S&P 500 in Struggle to Get Back to Record Bloomberg )
Meet Goldman Sachs’ top quant, Bankers in Portland, Alt data may not be a gold mine (Business Insider )
The Pentagon will deploy U.S. forces to the Middle East on the heels of the attack on Saudi Arabian oil facilities (CNBC )
After the Fed’s Second Rate Cut, Hints of Another to Come (New York Times )
Week in Review: How Trump’s policies moved stocks (TheFly )
The Stocks Jim Chanos and Leon Cooperman Are Buying — And Shorting (Institutional Investor )
Why Value Investing Works (Safal Niveshak )
Why We Love to Call Everything a Bubble (Bloomberg )
The Evolutionary Benefit of Friendship (Farnam Street )
How to invest like Warren Buffett (CNBC )
A World Without Fossil Fuels Is Approaching. But You Might Not Live Long Enough to See It. (Barron’s )
McLaren GT: Introducing the World’s Most Civilized Supercar (Wall Street Journal )
How Lil Nas X Inspired a New Cowboy-Hat Craze (Wall Street Journal )
Fed’s Bullard on his rate cut dissent: US manufacturing appears to be ‘in recession’ (CNBC )
Larry Ellison on Uber, Tesla, AI, and More (Barron’s )
AbbVie Stock Is Falling Because Investors Hate the Allergan Deal. The Vice Chairman Bought Up Shares. (Barron’s )
China cuts new loan rate for second month but struggling economy likely needs more (Reuters )
Activist investor Peltz says GE CEO Culp is doing a good job (Yahoo! Finance )
U.S. bankers seize on repo-market stress to push for softer liquidity rules (Reuters )
Light Street’s Glen Kacher: ‘Multiples Should be Higher’ (Institutional Investor )
Jim Grant, “Nobody’s going to be right all the time. Our job was to make people stop and think.” (Institutional Investor )
Netflix chief says ‘The Crown’ will look a bargain after streaming explosion (Reuters )
Hold That Recession: U.S. Indicators Are Trouncing Forecasts (Bloomberg )
Fed Will Weigh Resuming Balance Sheet Growth at October Meeting (Wall Street Journal )
Tesla’s Model 3 earns insurance industry’s top safety rating (New York Post )
Hedge Fund and Insider Trading News: John Paulson, Daniel Loeb, Tom Steyer, GoldenTree Asset Management, Fox Factory Holding Corp (FOXF), Silicon Laboratories (SLAB), and More (Insider Monkey )
Investors and the Fed: I’m OK, You’re OK (Wall Street Journal )
U.S., Chinese trade deputies face off in Washington amid deep differences (Reuters )
10 Stable Growth Socks That Are Still Worth the Price, Analyst Says (Barron’s )
Buffett protégé Tracy Britt Cool leaving Berkshire Hathaway (New York Post )
U.S. Jobless Claims Increase Less Than Forecast to 208,000 (Bloomberg )
Microsoft to Buy Back Up to $40 Billion in Stock (Wall Street Journal )
Just Two Stocks Turned Pennies Into Billions (Investor’s Business Daily )
Were pessimistic manufacturing surveys wrong? (Barron’s )
Coachs parent flopped on fashion and lost its CEO. The case for a turnaround. (Barron’s )
ConocoPhillips Stock Is Nothing to be Afraid of, Analyst Says (Barron’s )
Explainer: The Fed has a repo problem. What’s that? (Reuters )
The Fed Needs to Give the Economy a Booster Shot (Bloomberg )
Wall Street May Get $40 Billion Reprieve From Trump Regulators (Bloomberg )
Banks Warm to Mortgage Bonds That Burned Them in 2008 (Wall Street Journal )
Global Fund Managers Favor US Stocks, But Not Yet Ready for Value Rotation –BAML (The Street )
Oil Prices Can’t Make or Break Emerging Markets Anymore (Barron’s )
Value Stocks Look Ready to ‘Take the Reins.’ Here’s Why. (Barron’s )
U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran (Wall Street Journal )
Former Oil CEO Aims to Change How the U.S. Exports Natural Gas (Wall Street Journal )
Saudis Face Lengthy Oil Halt With Few Options to Fill Gap (Bloomberg )
Opinion: Stock investors have overreacted to the Saudi oil attack (MarketWatch )
Former Cisco CEO John Chambers makes fast friends with anyone, including royalty — here’s how he does it (Business Insider )
Oil Spike, Auto Strike Won’t Derail U.S. Economy (Barron’s )
Chicago School Professor Fights ‘Chicago School’ Beliefs That Abet Big Tech (New York Times )
British Prime Minister Boris Johnson is set to explore a Brexit deal with the President of the European Commission Jean-Claude Juncker over lunch of snails and salmon. (Business Insider )
The 2019 McLaren 720S Spider is a $315,000 supercar with mind-bending performance (CNBC )
Strong U.S. Dollar Prompts Speculation of Trump Intervention (Wall Street Journal )
Global spare oil capacity in U.S. hands after Saudi outage (Reuters )
Uber and Lyft say they don’t plan to reclassify their drivers as employees (Vox )
The Debt That Never Dies: China’s Imperial Bonds (NPR Planet Money )
VIDEO: Short Selling Stocks Was Invented As Revenge (NPR Planet Money )
The Third Democratic Debate In 7 Charts (FiveThirtyEight )
This Guy Grew Up Knowing 2 Things: Hard Work and Hockey. Now He’s Combined Them Into a Hugely Successful Business (Inc. )
The Co-Founder of Shareholder Activism Is Dead, but His Cause Is Thriving (Cheif Investment Officer )
Coach Parent Tapestry Could See a Turnaround (Barron’s )
Saudi Oil Attack: This Is the Big One (Wall Street Journal )
Surge in Treasury Yields Highlights Easing Economic Worries (Wall Street Journal )
Stephen Schwarzman’s Lifelong Audacity (Wall Street Journal )
U.K. Steps Up Efforts Toward a Brexit Deal, Pushing Pound Higher (Wall Street Journal )
Souring Bets on Apocalypse Were at Center of Quant Stock Storm (Bloomberg )
Ken Burns — A Master Filmmaker on Creative Process, the Long Game, and the Noumenal (#386) (Tim Ferriss Show )
The Faulty Metric at the Center of Private Equity’s Value Proposition (Institutional Investor )
The Power of Questions (Farnam Street )
The Great Rotation Continues (Quantifiable Edges )
Citigroup’s Stock Bear Acquiesces With S&P 500 on Cusp of Record (Bloomberg )
Billionaire Ken Fisher Wants to Knock Out Wall Street (Bloomberg )
Value Finally Replaces Growth. But Will This Hate Rotation Last? (Barron’s )
LEGO Unveils 2,573-Piece Model of New Land Rover Defender (Maxim )
These Are the Next Wave of Ultra-Luxury Electric Cars Entering the Market—and They Don’t Disappoint (Architectural Digest )
S&P 500 up 13 of last 16 September option expiration weeks (Almanac Trader )
Kara Swisher Discusses the Tech Industry (Podcast) (Bloomberg )
Euro surges as investors see ECB done with stimulus (StreetInsider )
China adds US agricultural products to tariff exemptions ahead of trade talks (CNBC )
Trump says he would consider an interim trade deal with China (CNBC )
Transformative? New Device Harvests Energy in Darkness (New York Times )
America’s Billionaire Playgrounds: Rockets, Ranches and Rivers (Bloomberg )
Shares, bond yields perch at six-week highs (Reuters )
Pound climbs to nearly two-month high on Brexit report (MarketWatch )
Old Navy Plans to Open 800 More Stores (Wall Street Journal )
Walmart rolls out unlimited grocery delivery subscription ()
ECB cuts key rate, to restart bond purchases (Reuters )
Treasury Secretary Mnuchin says there’s no plan for Trump to meet Iran’s Rouhani at this time (CNBC )
Trump says China will be buying ‘large amounts’ of US agricultural products (CNBC )
Nearly half of stock pickers beat their passive peers over the last year (CNBC )
T. Boone Pickens, the ‘Oracle of Oil,’ corporate raider and billionaire philanthropist, dies at 91 (CNBC )
Here’s What We Know About How Drugs Are Priced — And What We Don’t ()
Dividends Are Now Part of the Oil-Stock Playbook (Barron’s )
Major Biotechs Scare Off Short Sellers (24/7 Wall Street )
How David Swensen Made Yale Fabulously Rich (Bloomberg )
