Category: What I’m Reading Today

1. Good Writers Make Better Hedge Fund Managers (Institutional Investor)
2. Kirsten Dunst Season Is Now in Full Swing (Vanity Fair)
3. “Super Cathartic”: Why Peak-TV Hollywood Is Obsessed With Ping-Pong (Vanity Fair)
4. Opinion: Lotus rises from the dead with a 2,000-horsepower electric sports car (MarketWatch)
5. Week in Review: How Trump’s policies moved stocks (TheFly)
6. Hedge Fund Titans’ Struggles in Insurance Offer a Value Play (Barron’s)
7. 2 Tech Stocks to Ride the 5G Wireless Trend, According to an Analyst (Barron’s)
8. Hedge Fund and Insider Trading News: David Harding, Warren Buffett, Ray Dalio, Jana Partners, GAMCO Investors, Anterix Inc (ATEX), County Bancorp Inc (ICBK), and More (Insider Monkey)
9. Ron Williams Discusses the Health-Care Business (Podcast) (Bloomberg)
10. ECRI Weekly Leading Index Update (AdvisorPerspectives)

 

1. 1. BAML: Buy risky assets as sentiment gets extremely bearish (Street Insider)
   2. Dell, Inc. (DELL) Tops Q2 EPS by 68c (Street Insider)
   3. Every Mid-Engined Sports Car You Can Buy in 2019 (Car and Driver)
   4. Walmart tests dentistry and mental care as it moves deeper into primary health (CNBC)
   5. Adobe’s CEO on Disruption, the Cloud, and Big Buys  (Barron’s)
   6. Taylor Swift Album Hits 1 Million in China Sales, Beating U.S. (Bloomberg)
   7. Stocks are rallying after China touted that it’s having ‘effective communication’ with the US on the trade war (Business Insider)
   8. Fears of a World Domination by a Handful of Asset Managers Are Overblown (Institutional Investor)

1. The Big Short’s Michael Burry Sees a Bubble in Passive Investing (Bloomberg)
2. China says it’s willing to resolve trade war with a ‘calm attitude,’ hints it won’t retaliate for now (CNBC)
3. JC Penney (JCP) Sees Several Insider Buys, Including CEO’s 500K Shares (StreetInsider)
4. Don’t worry about the ‘monsters’ as production is about to boom, says this fund manager (MarketWatch)
5. Mnuchin says U.S. weighs ultra-long bond issuance, no plans ‘at this time’ to intervene in dollar (MarketWatch)
6. Trump’s New Trade War Tool Might Just Be Antique China Debt (Bloomberg)
7. Energy Companies Set to Get Reprieve on Methane Rules (Wall Street Journal)

 

 

 

 

 

 

1. Saudi Aramco’s Path to the World’s Largest IPO (Wall Street Journal)
2. Fossil Group Executives Bought Up Shares After the Stock Slid (Barron’s)
3. What Trade War? China’s First Costco Draws Crowds of Shoppers (Wall Street Journal)
4. Can Steve Schwarzman Be Replicated? (Institutional Investor)
5. Martin Scorsese’s ‘The Irishman’ Reveals Incredibly Long Running Time (Maxim)

1. Top Baird Health Care and Biotech Picks Have Massive Upside Potential (24/7 Wall Street)
2. Amgen Shows Price Is Still Right for Blockbuster Drug Deals (Wall Street Journal)
3. China says it hopes U.S. can create conditions for trade talks (Reuters)
4. Why Jefferies Top Value Picks Include Some of the Biggest US Banks (24/7 Wall Street)
5. This index is making a hidden bet on biotechs (MarketWatch)

1. When Taking Risks Is the Best Strategy (Wall Street Journal)
2. Brexit Bargain Shoppers: Investors Snap Up Peppa Pig, Beer and Jet Technology (Wall Street Journal)
3. Not All Energy Stocks Are Depressed (Wall Street Journal)
4. Boeing 737 Max’s Certification Flight Likely to Occur in October (Bloomberg)
5. Michael Burry (from “The Big Short”) Urges GameStop to Buy Back $238 Million of Stock with Cash on Hand (Business Wire)
6. Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble (Validea)
7. Stocks Haven’t Seen The Top Yet? (Tumblr)
8. ECRI Weekly Leading Index Update (Advisor Perspectives)
9. Finance Friday With Mary, Volume 3: Snack-Sized Questions (NPR Planet Money)
10. How to Become a Better Forecaster of the Future (Podcast) (Bloomberg Odd Lots)

1. ‘Sustainably Fracked’: Shale Producers Seek a Green Label for Their Natural Gas (Wall Street Journal)
2. Why Is Joe Rogan So Popular? (The Atlantic)
3. Fed Chair Jerome Powell says he can’t fix trade war’s damage to the economy but he’s going to try his best (Vox)
4. Meet the Countess Who Lives at the Real-Life Downton Abbey (Architectural Digest)
5. Here Are the Best Cars From Every Season of Seinfeld’s ‘Comedians in Cars Getting Coffee’ (Robb Report)
6. Retailers in the Bargain Bin (Morningstar)
7. Grace Potter Announces New Album (Rolling Stone)
8. 2Q Corporate Results: 2% Earnings Growth Expected in 2019 (The Fat Pitch)
9. ‘They Were Like Gods’ (LTCM) (Institutional Investor)
10. Liquidity is bad even by August standards, JPMorgan shows (Bloomberg)
11. Using PMI to Trade Cyclicals vs Defensives (ThinkNewfound)
12. Natural gas deliveries to U.S. LNG export facilities set a record in July (EIA)
13. The Highest-Paid Actors 2019: Dwayne Johnson, Bradley Cooper And Chris Hemsworth (Forbes)
14. Hedge Fund Investor Letters 2019 Q2 (Insider Monkey)
15. Divided G-7 Leaders Headed for Clashes at Tense French Summit (Wall Street Journal)

1. What’s Next for Retail After a Great Week (Barron’s)
2. Powell Needs to Side With Markets at Jackson Hole (Barron’s)
3. Investors are so bearish, it’s almost time to start buying stocks again, says Bank of America (MarketWatch)
4. Trump may still unveil tax cuts before 2020 election, Kudlow says (MarketWatch)
5. 25 dividend stocks selected for value by an outperforming money manager (MarketWatch)
6. These five U.S. stocks are most vulnerable to an activist attack (MarketWatch)
7. Health Insurers Set to Expand Offerings Under the ACA (Health Insurers Set to Expand Offerings Under the ACA (Wall Street Journal)
8. ECB Minutes Back Up Signals of Broad Stimulus Package (Wall Street Journal)
9. Watch CNBC’s full interview with St. Louis Fed President James… (CNBC)
10. China Hits Back at U.S. With Tariffs on $75 Billion of Imports (Bloomberg)

1. OPEC’s market share sinks – and no sign of wavering on supply cuts (Reuters)
2. Lumber Liquidators’ (LL) Founder Sullivan Seen Pushing for CEO Ouster – Sources (Street Insider)
3. Why This Jackson Hole Meeting Looks Like One of Best (Bloomberg)
4. Bianco: Powell Needs to Side With Markets at Jackson Hole (Bloomberg)
5. Uber’s Long Road to Profits (Wall Street Journal)
6. Costco Is the Most ‘Woke’ Company Out There (Barron’s)
7. Bank of America’s CEO has one simple reason why he doesn’t see a recession looming (MarketWatch)
8. Why Some Firms Say to Hold Out for an Emerging-Market Rebound (Wall Street Journal)
9. Mortgage Market Reopens to Risky Borrowers (Wall Street Journal)
10. Opinion: Milton Friedman on the Morality of the Free Market (Wall Street Journal)

1. Germany sells nearly $1 billion of 30-year negative yielding bonds (MarketWatch)
2. Opinion: The Fed needs to radically change policy and start printing money (MarketWatch)
3. Fed’s Kashkari says U.S. central bank should use forward guidance now: FT (Street Insider)
4. The US and Japan are holding trade talks, and a deal could settle shaky markets. (Business Insider)
5. Muni-Bond Buyers Are Desperate. Risky Borrowers Are Cashing In (Bloomberg)
6. Lamborghini debuts hyper-exclusive Aventador SVJ 63 Roadster, Huracán EVO GT Celebration (USA Today)
7. It’s Not a Bad Time for the Right Kind of Tax Cut (Barrons)
8. GE Power Is on a ‘Positive Trajectory’ (Barrons)
9. Milton Friedman on CEOs (Wall Street Journal)
10. Traders Bet on Falling Volatility (Wall Street Journal)