Be in the know. 7 key reads for Tuesday…

  1. From Gundlach to Sundheim: Sohn Conference’s 2019 Trade Ideas (Bloomberg)
  2. China vice premier going to U.S. for trade talks despite Trump threats (Reuters)
  3. The Federal Reserve’s Misstep and How to Bet on It, According to Bond King Jeffrey Gundlach (Barron’s)
  4. Federal Reserve Warns as Risky Corporate Debt Exceeds Peak Crisis Level (New York Times)
  5. Walmart is opening dozens of veterinary clinics in its stores and launching an online pet pharmacy ()
  6. German manufacturing orders miss forecasts (MarketWatch)
  7. Humana (HUM) is Prepared to Explore Friendly Takeover of Centene (CNC) – Sources (StreetInsider)

Be in the know. 7 key reads for Monday…

  1. Happy birthday, Gordon Gekko (MarketWatch)
  2. Warren Buffett’s Case for Capitalism (DealBook)
  3. Trump Threatens China With More Tariffs Ahead of Final Trade Talks (New York Times)
  4. China trade team still preparing to go for talks after Trump cranks up pressure (Reuters)
  5. Buffett says Berkshire plans to ‘put a lot of money’ into energy (MarketWatch)
  6. Biogen Stock Is Near a Multiyear Low. The CEO and a Hedge Fund Bought Millions. (Barron’s)
  7. Warren Buffett Talks Buybacks, Succession, Bitcoin, and 5G at the Berkshire Annual Meeting ()

Be in the know. 14 key reads for Sunday…

  1. How A Professional Poker Player ‘Reads’ Competitors (Podcast) (Bloomberg)
  2. Stanley Kubrick showed that perfectionism pays off (The Economist)
  3. The Ruthless, Secretive, and Sometimes Seedy World of Hedge Fund Private Investigators (Institutional Investor)
  4. 12 Habits Of Genuine People (Forbes)
  5. Hedge Fund and Insider Trading News: Carl Icahn, Anthony Scaramucci, Paul Singer, Glenview Capital, BlueMountain Capital, Hasbro Inc (HAS), Steelcase Inc. (SCS), and More (Insider Monkey)
  6. American Riviera: A Summer Guide to Santa Barbara and Beyond (Robb Report)
  7. This Man Built a $64 Million Chateau in the South of France. Now, He Has to Tear It Down (Robb Report)
  8. Silicon Valley (unverified) Rumors: Apple Project Titan Staff Spotted At NIO (TheLastDriverLicenseHolder)
  9. T. Rowe Price: Chapter 9 – The Growth Stock Theory (Value Walk)
  10. ECRI Weekly Leading Index Update: (Advisor Perspectives)
  11. Why Tom Brady Is Absolutely the Greatest Quarterback of All Time (Maxim)
  12. Why Do People Drink Mint Juleps at the Kentucky Derby? (Mental Floss)
  13. 7 big thoughts from Warren Buffett during annual Berkshire Hathaway meeting (USA Today)
  14. ‘SNL’: Adam Sandler Returns With Songs (NBC)

Be in the know. 10 key reads for Saturday…

  1. The No. 1 job billionaires and multimillionaires held before they got rich MarketWatch
  2. Futuristic Robot Farm Begins Selling Its First Produce (Futurism)
  3. Worried About the Economy? These CEOs Aren’t (Bloomberg)
  4. Warren Buffett wants to invest in Britain. Is that a good idea? (CNN)
  5. Charlize Theron and Seth Rogen Are Charming Enough in Long Shot (Vanity Fair)
  6. Job Growth Underscores Economy’s Vigor; Unemployment at Half-Century Low (New York Times)
  7. Charlie Munger is Warren Buffett’s right-hand man — here are 18 of his most brilliant quotes (Business Insider)
  8. 3 Takeover Scenarios That Could Boost Occidental’s Stock (Barron’s)
  9. Carl Icahn Has Built a Small Position in Occidental (Bloomberg)
  10. North Korea launched ‘several unidentified short-range projectiles,’ South Korean military says (CNBC)

Be in the know. 10 key reads for Friday…

  1. The MyRaceHorse app makes it possible to buy a minority stake in race horses (New York Post)
  2. Why Wages Are Finally Rising, 10 Years After the Recession (New York Times)
  3. ‘We would like to get to yes:’ Lawmakers signal growing concern on Trump’s Mexico-Canada trade deal (USA Today)
  4. Euro-Area Inflation Accelerates After String of Upbeat Data (Bloomberg)
  5. Buffett Finally Embraces Amazon as Berkshire Acquires Stake (Bloomberg)
  6. At Milken, investors place their late-cycle bets (Financial News)
  7. Bristol-Myers upgraded to Overweight from Equal Weight at Barclays. (TheFly)
  8. Highest Paid CEOs at America’s Largest Companies (24/7 Wall Street)
  9. Amazon Keeps Hitting Trucking Stocks. But It’s Not Actually a Threat. (Barron’s)
  10. Buffett’s 2,472,627% Return Fueled Berkshire Billionaire Families (Bloomberg)

Be in the know. 10 key reads for Thursday…

  1. Allianz’s Mohamed El-Erian: When central banks don’t understand the markets, watch out (MarketWatch)
  2. Berkshire Hathaway shares are trailing the S&P 500 over the last one, five, 10 and 15 years (CNBC)
  3. Dalio Says Something Like MMT Is Coming, Whether We Like It Or Not (Bloomberg)
  4. Get ready for an IPO bonanza. These 16 companies are set to go public in the next 9 days. (Business Insider)
  5. U.S. Fed sees no strong case for hiking or cutting rates (Reuters)
  6. Here’s what New Yorkers think about the Impossible Burger (New York Post)
  7. 3 Health-Care Stocks With Growing Dividends (Barron’s)
  8. These 2 Drug Giants Just Topped Earnings Views (Investor’s Business Daily)
  9. CVS Shares Are on the Mend (Wall Street Journal)
  10. Tesla offers $650M of shares, $1.35B of notes to ‘strengthen’ balance sheet (TheFly)

 

Be in the know. 10 key reads for Wednesday…

  1. Third Point’s Q1 2019 Investor Letter (Insider Monkey)
  2. Bridgewater Associates’s Research Report – Peak Profit Margins? – A US Perspective (Insider Monkey)
  3. Americans Are Shopping Again, and That’s Good News for the Economy (Barron’s)
  4. Vitamin B-12 Deficiency: The Serious Health Problem That’s Easy To Miss (Wall Street Journal)
  5. Warren Buffett Backs Occidental’s Bid for Anadarko With $10 Billion Investment (New York Times)
  6. Trump pushes Fed to lower interest rates in series of tweets (USA Today)
  7. Trump, Democrats agree to spend $2 trillion on U.S. infrastructure (Reuters)
  8. ‘Long Shot’ Creators Wonder: Would ‘Pretty Woman’ Be Made Today? (Wall Street Journal)
  9. The Milken Conference Trades Rainbows for Clouds (Bloomberg)
  10. Apple is finally moving beyond the iPhone as the smartphone industry stalls out (CNBC)

Be in the know. 7 key reads for Tuesday…

  1. Pfizer, Merck Earnings Top; Eli Lilly Falls On Revenue (Investor’s Business Daily)
  2. Lotus Evora GT4 concept is ready to rock a racetrack (Motor Authority)
  3. The Rich List: What the world’s richest hedge fund managers made in 2018 — and how they made it. (Institutional Investor)
  4. Mnuchin hopes for ‘substantial progress’ in China trade talks (Reuters)
  5. How to Spot a Bear Market (Barron’s)
  6. Yum China Sales Beat as Pizza Hut Finally Breaks From Its Slump (Bloomberg)
  7. Want to Fly Private? Here’s Every Way to Do It (Bloomberg)

Be in the know. 7 key reads for Monday…

  1. Anadarko to Resume Occidental Talks About $38 Billion Takeover (Bloomberg)
  2. US-China trade talks are in the ‘final laps,’ Treasury Secretary Mnuchin says (CNBC)
  3. Cloud Gathers Over Chip Makers (Wall Street Journal)
  4. ‘Avengers: Endgame’ smashes box-office records with $1.2 billion weekend (MarketWatch)
  5. Consumer spending jumps in March while core inflation moderates (MarketWatch)
  6. Traders Brace for Big Moves After GE Earnings This Week (Wall Street Journal)
  7. Chinese electric car maker BYD’s Q1 profit up 632% (Irish Times)

Be in the know. 20 key reads for Sunday…

  1. The Best Sandwiches in New York, as Picked by Top Chefs (Bloomberg)
  2. Ford Mustang still top sports car, but Dodge Challenger ousts Chevy Camaro as No. 2 (USA Today)
  3. The big mystery in the GDP report — where did the inventories come from? (MarketWatch)
  4. Week in review: How Trump’s policies moved stocks (TheFly)
  5. A Little Market Chaos Is Just Fine With These Stock Traders (Bloomberg)
  6. Nicole Kidman Burns Brighter Than Ever (Vanity Fair)
  7. Kevin Systrom (Founder of Instagram) — Tactics, Books, and the Path to a Billion Users (#369) (Tim Ferriss)
  8. Hedge Fund and Insider Trading News: Kyle Bass, Pinterest Inc (PINS), ARMOUR Residential REIT, Inc. (ARR), Camping World Holdings Inc. (CWH), and More (Insider Monkey)
  9. Volkswagen Built the World’s Fastest Electric Car. Now, It’s Planning a Whole EV Family (Robb Report)
  10. 25 Secrets Chick-Fil-A Employees Will Never Tell You (BuzzFeed)
  11. Brodie Van Wagenen’s Bold Plan to Resurrect the Mets (Men’s Journal)
  12. Brian Earhart Makes Epic 391-Foot Disc Golf Hole-In-One (Digg)
  13. Aston Martin Unleashes Their Fastest Convertible Ever (Maxim)
  14. Helping others makes us happier — but it matters how we do it (Ted)
  15. What Happened To U.S. Workers? (NPR Planet Money)
  16. The Anatomy of a Great Decision (Farnam Street)
  17. 9 Success Habits of Wealthy People That Cost Nothing (Entrepreneur)
  18. China says criticisms on IP protection lack evidence amid trade spat (Reuters)
  19. Bond Traders Betting on a Fed Rate Cut Won’t Be Easily Dissuaded (Bloomberg)
  20.  Uber is seeking a public valuation as high as $90 billion (Business Insider)