Category: What I’m Reading Today

Be in the know. 15 key reads for Thursday…

  1. Here are recent stock-market moves by the top billionaire stock pickers (Business Insider)
  2. Boeing and China Still Need Each Other (Bloomberg)
  3. Can This 10-Year-Old Girl Save the Olympics? (Bloomberg)
  4. Teva Chairman Sol Barer Bought Up Even More Stock (Barron’s)
  5. ECB pushes back rate hike and offers to pay banks to lend (Reuters)
  6. Don’t Fear The First Rate Cut (The Fat Pitch)
  7. Mexican officials to meet Pence in last-ditch talks to avert tariffs (Reuters)
  8. These 3 beaten-down tech stocks are so bad, they’re good, strategist says (CNBC)
  9. European Central Bank says now plans to leave rates on hold at least through first-half 2020 (MarketWatch)
  10. Are Traders Underestimating the Chance That Interest Rates Will Return to Zero? (Barron’s)
  11. Fed uses Chicago conference to signal it will use quantitative easing aggressively to fight next recession (MarketWatch)
  12. Continental Resources begins $1B stock repurchase (KallanishEnergy)
  13. Stocks Lure Buyers With Cheapest Valuations in Months (Wall Street Journal)
  14. Bristol R&D Chief to Leave After Celgene Acquisition (Wall Street Journal)
  15. Goldman Sachs upgrades United Airlines to buy and sees the stock climbing 32% (CNBC)

Be in the know. 15 key reads for Wednesday…

  1. The Fed is ‘indicating that a rate cut is coming,’ says former central banker (CNBC)
  2. The U.S. and China Will Probably Work It Out (Bloomberg)
  3. Mexican officials hope to avert U.S. tariffs in last-ditch talks (Reuters)
  4. Trade tensions have had a ‘significant’ impact on China, IMF says (CNBC)
  5. WWDC 2019: Meet Apple’s youngest app developer, Ayush (USA Today)
  6. Summers goes from mocking to joining Kudlow’s half-point rate cut call in two months (MarketWatch)
  7. Baltimore Mayor Plans Public ‘Fight Club’ To Curb Gun Violence (ZeroHedge)
  8. Mnuchin’s Deadlocked China Trade Talks Hang Over Pivotal G-20 (Bloomberg)
  9. CVS, Under Pressure After Aetna Deal, Sets Long-Term Profit Goals (Wall Street Journal)
  10. Alibaba Stock Could Benefit From China’s Pivot to Domestic Consumers (Barron’s)
  11. Teva Pharmaceutical Stock Jumps on a Rare Bullish Take ()
  12. The New DuPont Stock Is a Winner on the Street, and a Price Target Was Doubled (Barron’s)
  13. The Long Trail of Coaching Blues in St. Louis (Wall Street Journal)
  14. Salesforce Raises Earnings Outlook (Wall Street Journal)
  15. CIA’s former chief of disguise Jonna Mendez on how to hide spies (CBS News)

Be in the know. 10 key reads for Tuesday…

  • Hedge Fund and Insider Trading News: Ken Griffin, Edward Lampert, Marathon Asset Management, Chubb Limited (CB), Continental Resources Inc. (CLR), and More (Insider Monkey)
  • Why Breaking Up Big Tech Could Actually Be Good for Investors (Barron’s)
  • Jefferies Top Value Buys (24/7 Wall Street)
  • Stock futures rise after Bullard boosts rate cut hopes (Reuters)
  • China urges dialogue, negotiation to solve trade row with S. (Reuters)
  • NHL: Blues down Bruins 4-2 to even Stanley Cup Finals (Reuters)
  • Amgen’s Good News on Lung Cancer Boosted Mirati Therapeutics. Here’s What Wall Street Is Saying. (Barron’s)
  • CVS turning 1,500 stores into HealthHUB locations with less retail, more health care (USA Today)
  • The Mall Meltdown Continues (Wall Street Journal)
  • Artist, Icon, Billionaire: How Jay-Z Created His $1 Billion Fortune (Forbes)

Be in the know. 5 key reads for Monday…

  1. US, Mexico officials to begin talks over tariffs, border (USA Today)
  2. Here Are the Most Interesting Items in China’s Trade White Paper (Bloomberg)
  3. Trump just took his trade battle to a new front — and now traders are more sure than ever that the Fed is going to cut rates (Business Insider)
  4. China, Mexico Signal Willingness to Step Up Trade Talks With U.S. (Wall Street Journal)
  5. Andy Ruiz Jr. eats candy bars before his fights and was taunted about his weight. He answered with a shocking knockout win over Anthony Joshua. (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. China Says It Doesn’t Want to Replace U.S. as ‘Boss of World’ (Bloomberg)
  2. Mexico’s Economy Minister to meet Wilbur Ross over U.S. tariff threat (Reuters)
  3. Beyond the China-U.S. Trade War (Ray Dalio)
  4. Episode 917: Quit Threat! (NPR Planet Money)
  5. The renaissance of Neapolitan pizza (Economist)
  6. Driving Formula E’s game-changing electric racecar (The Verge)
  7. Business Booms & Depressions: 1775-1943 (A Wealth of Common Sense)
  8. Reid Hoffman: ‘You Can’t Just Sit on the Sidelines’ (New York Times)
  9. Mansion Bust: Hamptons Estate Sells For 46% Discount ZeroHedge)
  10. China securities regulator says trade war impact on markets is controllable (Reuters)

Be in the know. 20 key reads for Saturday…

  1. The Justice Department is preparing a potential antitrust investigation of Google (Washington Post)
  2. Bristol-Myers’ Impending Acquisition of Celgene Leaves Analysts Skeptical (Barron’s)
  3. Broadcom Stock Has Been Battered. Here’s Why It’s Now a Buy. (Barron’s)
  4. An Inverted Yield Curve Is Usually Scary. Not This Time. (Barron’s)
  5. Carl Icahn Is Taking On Occidental Petroleum. Why That’s Good for the Stock. (Barron’s)
  6. Sorry, Amazon. Kim Kardashian Is Now a Store (Bloomberg)
  7. China to Lay out Trade-Talk Position on Sunday in Beijing (Bloomberg)
  8. Advice to Hamptons Luxury Home Buyers: Be ‘Picky and Patient’ (Bloomberg)
  9. Investors who were hoping Trump would rescue the stock market are now counting on the Fed (CNBC)
  10. Everyone is asleep on these 17 stocks. One Wall Street firm says you should buy them right now to crush the market. (Business insider)
  11.  1Q Corporate Results: 3% Earnings Growth Expected In 2019 (The Fat Pitch)
  12. “The Numbers Are Fucked Up”: The Endeavor IPO Makes No Sense—Except as a Monument to Ari Emanuel’s Talent (Vanity Fair)
  13. Fracking With CO2 Instead of Water Is Greener, Say Researchers (Futurism)
  14. DJIA and S&P 500 Up Six Straight on June’s First Trading Day
  15. Hedge Fund and Insider Trading News: David Einhorn, Eddie Lampert, D.E. Shaw, Marathon Asset Management, Angelo Gordon, Intrexon Corp (XON), Enservco Corp (ENSV), and More (Insider Monkey)
  16. Ferrari’s Most Powerful Car Ever Is Here—and It’s a Hybrid Stunner (Robb Report)
  17. 5 Places Art and Design Lovers Should Visit in June 2019 (Architectural Digest)
  18. ‘On The Rocks’ is a Stunning Beach House Perched High Above The Pacific Coast (Maxim)
  19. Scott Galloway Discusses the Algebra of Happiness (Podcast) (Bloomberg)
  20. Classic Drive-In Restaurants Well Worth the Trip (Wall Street Journal)

Be in the know. 10 key reads for Friday…

  1. Fed May Consider Lower Rates if Inflation and Global Risks Worsen (New York Times)
  2. Trump to Impose Tariff of Up to 25% on Mexico Over Migrants (Bloomberg)
  3. How New Wealth, Few Rules Fuel Family Office Boom (Bloomberg)
  4. Dow stock Intel could see sharp rebound after worst month in nearly a decade (CNBC)
  5. Trade issues ‘won’t cause a bear market’ as U.S. economy is in ‘very good shape, says Blackstone’s Wien (MarketWatch)
  6. Feel Free to Gush About Natural Gas (Wall street Journal)
  7. Carl Icahn Sues Occidental, Calling $38 Billion Anadarko Deal ‘Fundamentally Misguided’ (Wall Street Journal)
  8. German Yields Set New Sub-Zero Record as Haven Seekers Rush In (Bloomberg)
  9. Stifel Says Energy Stocks Are Historically Cheap With Huge Upside Potential (24/7 Wall Street)
  10. Piper upgrades Kraft Heinz to Neutral, says risks priced in (TheFly)

Be in the know. 10 key reads for Thursday…

  1. Poker-Playing Hedge Fund Managers Have an Edge (Bloomberg)
  2. Anchors From Fox and Chinese State TV Hold Live Debate on Trade (New York Times)
  3. The Race to Replace Larry Fink (Institutional Investor)
  4. Best Selling Country Albums of the Last 10 Years (24/7 Wall Street)
  5. Taking aim at U.S., China says provoking trade disputes is ‘naked economic terrorism’ (Reuters)
  6. The Case for a Biogen Acquisition — and 3 Potential Targets (Barron’s)
  7. Asian Fried Chicken Soars to New Heights (Wall Street Journal)
  8. Blackstone Starts Selling Out of Home-Rental Empire (Wall Street Journal)
  9. The Music Executive Behind the Country-Rap Hit ‘Old Town Road’ (Wall Street Journal)
  10. Why So Many Economic Forecasters Missed the Great Recession (Bloomberg)

Be in the know. 6 key reads for Wednesday…

  1. CVS Is Hosting an Investor Day as the Stock Swoons. Here’s the Case for a 40% Surge. (Barron’s)
  2. Are Stocks as Expensive as Shiller’s Measure Says? (Wall Street Journal)
  3. Catching Up With the Man Who Lost $35 Billion in One Year (Bloomberg)
  4. Strategists see Wall Street moving higher despite trade war risks: Reuters poll (Reuters)
  5. Apple and 9 other stocks that tend to heat up in the summer (MarketWatch)
  6. US declines to label China a “Currency Manipulator” in recent report – “direct intervention in foreign exchange markets by the People’s Bank of China (PBOC) over the last several months appears limited.” (U.S. Treasury)

Be in the know. 5 key reads for Tuesday…

  1. 2 Stocks That Could Score on Taxes Whether or Not Trump Wins in 2020 (Barron’s)
  2. Investors Try Stock Picking as Volatility Rises (Wall Street Journal)
  3. This $72 Billion Fund is Shorting the Dollar in a Contrarian Bet (Bloomberg)
  4. How stock-market bulls are adjusting to a much messier U.S.-China trade war (MarketWatch)
  5. Huawei’s CEO said he would ‘be the first to protest’ if China banned Apple (Business Insider)