- Global oil market in glut, but not a big enough one for OPEC (Reuters)
- Four reasons why antitrust actions will likely fail to break up Big Tech (MarketWatch)
- Trump Really Might Weaken the Dollar (Wall Street Journal)
- Shopping Mall REIT Stocks Could Benefit Because Growth Expectations Are Low (Barron’s)
- UPS Earnings Top On Strong U.S. Growth; Shipping Giant Raises Guidance (Investor’s Business Daily)
- Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble (Bloomberg)
- Hedge Fund and Insider Trading News: Stanley Druckenmiller, Whitney Tilson, Perceptive Advisors, Bank of New York Mellon Corp (BK), Ionis Pharmaceuticals Inc (IONS), Schlumberger Limited. (SLB), and More ()
Category: What I’m Reading Today
Be in the know. 7 key reads for Tuesday…
- Biogen climbs as profits surge 72%, prompting the firm to boost 2019 guidance (BIIB) (Business Insider)
- U.S. farmers look past trade fears to cash in on China’s hog crisis (Reuters)
- United Technologies’ earnings crush Wall Street forecasts (MarketWatch)
- Warren Buffett took Occidental CEO ‘to the cleaners’: Carl Icahn (New York Post)
- Coca-Cola raises revenue forecast after earnings beat, sending shares higher (CNBC)
- Oil Stocks Could Get a Boost From Lower Interest Rates. Here’s Why. (Barron’s)
- The 35 celebrities and athletes who make the most money per Instagram post, ranked (Business Insider)
Be in the know. 8 key reads for Monday…
- Central Banks Are in Sync on Need for Fresh Stimulus (Wall Street Journal)
- Fight the Fed With These Three Regional Bank Stocks (Barron’s)
- The Biggest Investing Bet on Tech Is Cheap—and Controversial (Barron’s)
- Safe Deposit Boxes Aren’t Safe (New York Times)
- Why Weak Corporate Earnings Don’t Signal a Weak Economy (Wall Street Journal)
- Why Stocks Are Still the Best Investment, Even After a 10-Year Run (Barron’s)
- A Karate Master’s Secret Weapon: Ping Pong (Wall Street Journal)
- A Reality Check for Solar and Wind (Wall Street Journal)
Be in the know. 11 key reads for Sunday…
- James Bond’s 1965 Aston Martin From ‘Goldfinger’ Is Going Up for Auction Next Month (Robb Report)
- The Fall and Rise of VR: The Struggle to Make Virtual Reality Get Real (Fortune)
- UBS predicts plant-based meat sales could grow by more than 25% a year to $85 billion by 2030 (Business Insider)
- Gold Rush 2.0 (NPR)
- What economists have gotten wrong for decades (VOX)
- How It Feels to Drive—and Crash—the First-Ever Mid-Engine Corvette (Wired)
- Blockchain: It’s About Customers, Not Cryptocurrencies (YPO)
- Mentalism, mind reading and the art of getting inside your head (Ted)
- Are Central Banks Losing Their Big Bet? (Project Syndicate)
- Elon Musk’s Secretive Brain Tech Company Debuts a Sophisticated Neural Implant (Scientific American)
- Billionaire Chobani Founder Hamdi Ulukaya: To Be Truly Successful Break These 3 Stupid Business Rules (Inc.)
Be in the know. 19 key reads for Saturday…
- How Media Mogul John C. Malone Quietly Became America’s Largest Landowner (Maxim)
- Share Buybacks Surge in China (Wall Street Journal)
- Dividend Increases Are Expected From Oreo Maker Mondelez and 3 Others (Barron’s)
- The Big Obstacle on the Road to Electric Vehicles (Wall Street Journal)
- Toys R Us turns to tech to revive defunct chain (Financial Times)
- When Good Intentions Go Bad: My Interview with Social Psychologist Jonathan Haidt [The Knowledge Project Ep. #61] (Farnam Street)
- There Was Another Concert in 1969 That Changed Pop Music (Bloomberg)
- Ten Juicy Secrets About Restaurants I Learned Working as Nobu’s Maitre D’ (Bloomberg)
- Josh Brown: Sometimes the best returns come from CEOs you’ve never heard of (CNBC)
- ‘Top Gun 2’: Everything we know about ‘Maverick’ after Tom Cruise drops first trailer (USA Today)
- Buzz Aldrin and Neil Armstrong put a flag on the moon. Here’s what you can and can’t see in the iconic photo (USA Today)
- How Attorney General Bill Barr Built A $40 Million Fortune (Forbes)
- Hedge Fund Investor Letters 2019 Q2 (Insider Monkey)
- Hedge Fund and Insider Trading News: Anthony Scaramucci, Oaktree Capital Management, ICF International Inc (ICFI), Unit Corporation (UNT), Central Garden & Pet Co (CENT), and More (Insider Monkey)
- Allison Schrager Discusses Monetary Policy (Podcast) (Bloomberg)
- Does Human Behavior Move the Markets? (Goldman Sachs Exchanges)
- 100 Best Adventures in America on Public Lands (Men’s Journal)
- WeWork CEO Adam Neumann has reportedly cashed out of over $700 million ahead of its IPO (TechCrunch)
- A Design Lover’s Guide to Montreal (Architectural Digest)
Be in the know. 15 key reads for Thursday…
- Energy shares could double by 2020, so buy now, says contrarian investor (MartketWatch)
- Raymond James upgrades Apple on ‘increased conviction in a 5G iPhone’ (CNBC)
- Paradigm Shifts by Ray Dalio (LinkedIn)
- UnitedHealth lifts 2019 profit forecast after topping second-quarter estimates (MarketWatch)
- More Solid Bank Results: Morgan Stanley beats profit estimates as rising stocks benefit wealth management and fund business (CNBC)
- Mnuchin: Phone call on trade with China counterparts set for Thursday, ‘complicated issues’ remain (CNBC)
- Mnuchin says progress being made on debt limit deal (CNBC)
- There’s light at the end of the tunnel for small caps, analysts say (MarketWatch)
- Hedge Fund Beating S&P 500 on Stodgy Bets Goes All-In on Stocks (Bloomberg)
- Airline Profits Are Flying but Investors Don’t Care (Wall Street Journal)
- Frontier Markets Are on Sale — but It Could Be a Wild Ride (Barron’s)
- Here’s how the new Corvette Stingray could morph into a ‘fire-breathing monster’ (USA Today)
- Netflix Loses U.S. Subscribers as Price Increases Take a Toll (New York Times)
- Buy Luckin Coffee Stock Because Its Growth Story Is Still Going, Analyst Says (Barron’s)
- Texas Showdown Flares Up Over Natural-Gas Waste (Wall Street Journal)
Be in the know. 10 key reads for Wednesday…
- Bank of America beats analysts’ profit estimates on retail banking strength (CNBC)
- Don’t Scoff at Influencers. They’re Taking Over the World. (New York Times)
- Opposite of Conventional Wisdom (The Irrelevant Investor)
- S. Manufacturers Are Getting Out of Their Slump. Maybe. (Barron’s)
- How Much Boeing Stock Is Worth If the 737 MAX Never Flies Again (Barron’s)
- Powell Says Fed Must Pay Greater Attention to Global Developments (Wall Street Journal)
- Influencers Seek Wall Street’s Help to Manage Newfound Wealth (Bloomberg)
- Lotus’s $2.1 Million Evija Electric Hypercar Doesn’t Have Door Handles (Bloomberg)
- This chart pattern is popping up all over the market and could signal a breakout for stocks (CNBC)
- (GM’s best decision in years): ‘I Refuse to Call it a Corvette.’ GM Moves the Engine, Revs Up a Revolt (Wall Street Journal)
Be in the know. 7 key reads for Tuesday…
- Wells Fargo earnings blow past estimates (MarketWatch)
- JPMorgan profit beats estimates on strength in consumer banking (Reuters)
- Johnson & Johnson beats profit estimates on pharma strength, raises sales outlook ()
- Goldman Sachs earnings blow past Wall Street on strong investment banking, trading results (CNBC)
- Citigroup Reports Higher Earnings as Bank Results Begin (Wall Street Journal)
- The Future of Interactive Sports on a Brooklyn Race Course (Barron’s)
- The Overplayed, Turbohyped, and Underwhelming World of Artificial Intelligence (Institutional Investor)
Be in the know. 8 key reads for Monday…
- Potential positive for Drug Stocks: Trump took 3 big losses on healthcare this week, and the losing streak probably isn’t going to end anytime soon (Business Insider)
- Trump sees slowing Chinese growth pressuring Beijing on trade (Reuters)
- Health companies start reporting earnings next week: Here are 3 things to keep in mind (MarketWatch)
- Gilead (GILD) Expands Collaboration with Galapagos (GLPG), Raises Stake to 22% (StreetInsider)
- Warren Buffett to MBA students: This is what ‘sets apart a big winner from the rest of the pack’ (CNBC)
- The Space Economy Is Starting to Take Shape 50 Years After the Moon Landing (Barron’s)
- Manufacturers Move Supply Chains Out of China (Wall Street Journal)
- JPMorgan, Wells Fargo, Citigroup, Goldman Sachs and More Major Financial Earnings This Week (24/7 Wall Street)
Be in the know. 13 key reads for Sunday…
- Meet the A.I. Landlord Thatâs Building a Single-Family-Home Empire (Fortune)
- From a Track-Only Ford GT to De Tomasoâs Return, 5 Standout Cars at the 2019 Goodwood Festival of Speed (Robb Report)
- Football Legend Joe Montana Lists Sonoma Estate for $28.9 Million (Architectural Digest)
- John Legend on Fatherhood, How to Handle Failure, and Essential Albums Everyone Should Listen To (Men’s Journal)
- Floyd Mayweather Literally Laughs at Idea of Conor McGregor Rematch (Maxim)
- Jim Cramer: Save the Bubble Talk for the Bath (TheStreet)
- Kanyeâs Second Coming: Inside The Billion-Dollar Yeezy Empire ()
- Episode 926: So, Should We Recycle? (NPR Planet Money)
- This Warby Parker Co-Founder’s Next Startup Set Out to Beat a Razor Giant. 6 Years Later, He Sold Harry’s for $1.3 Billion (Inc.)
- Teucrium Tradingâs Sal Gilbertie Talks Tariffs, Climate Change and American Farming (Worth)
- Barry Production Shut-Ins Exceeding LNG Disruptions as Natural Gas Futures Rally (Natural Gas Intel)
- Embezzelcoin ( Ed’s Blog)
- The De Tomaso P72 GT is what happens when a Classic 60s Supercar is Designed Today (Luxuo)