Category: What I’m Reading Today

1. Wall Street Has Abandoned Oil and Gas Stocks. You Shouldn’t. (Barron’s)
2. American Eagle Stock Will Soar Despite the Trade War (Barron’s)
3. Copper prices could take off as supply tightens (Barron’s)
4. Strong consumer spending points away from a recession (Barron’s)
5. How to Avoid Recession? Cut Rates Like It’s 1995. (Barron’s)
6. Ackman Calls Berkshire a ‘Misunderstood’ Cash Machine (Barron’s)
7. Alibaba ADRs Are Rising Because of Strong Earnings. Here’s What Wall Street Thinks. (Barron’s)
8. Deere Stock Is Up Because All the Bad News Was Known (Barron’s)
9. Why The Co-Founder of Allbirds Always Exercises Before His Flight (Wall Street Journal)
10. Silicon Valley Goes to Congress in First Trailer for the Final Season (Vanity Fair)
11. Here’s what Powell could say at Jackson Hole to soothe the roller coaster markets
(CNBC)
12. BofA’s CEO Says the Biggest Recession Risk Is the Fear of Recession (Bloomberg)
13. Bugatti Channels Early ’90s Supercar Swag in New $8.9 Million Auto (Bloomberg)
14. Why the ECB Will Stuff Free Money Into Bank Pockets Again (Bloomberg)
15. Fed’s Kashkari Backs More Policy Support as Recession Risks Rise (Bloomberg)
16. These are the 15 hottest destinations billionaires are traveling to in 2019 (Business Insider)
17. More and More Public Companies Are Going Private (Institutional Investor)
18. ‘The Worst That Activist Short Selling Has to Offer’ (Institutional Investor)
19. Comedian Jim Gaffigan Rakes In $30 Million By Ditching Netflix And Betting On Himself (Forbes)
20. Tencent and other Chinese tech firms are reporting decent results (Economist)

1. The flat-out silly Markopolos GE report (Bronte Capital)
2. GE CEO Larry Culp bought nearly $2 million worth of the company’s stock after fraud accusation (CNBC)
3. Hedge Fund and Insider Trading News: Stanley Druckenmiller, Bill Ackman, Engine Capital, ViewRay, Inc. (VRAY), NiSource Inc. (NI), and More (Insider Monkey)
4. Energy Could Be a Surprise Beneficiary of an Inverted Yield Curve (Barron’s)
5. Buffett, Loeb, and Paulson Reveal Second-Quarter Holdings (Barron’s)
6. A Guide to Investing From the Richest Family on the Planet (Bloomberg)
7. Alibaba just keeps growing (Business Insider)
8. Instagram’s Changes Could Leave Influencers Heartbroken (Wall Street Journal)
9. President Trump Eyes a New Real-Estate Purchase: Greenland (Wall Street Journal)
10. Once Asking $1 Billion, America’s Priciest Listing Is Scheduled for Auction (Wall Street Journal)

 

1. Someone’s Betting Big on an S&P 500 Rebound as Sell-Off Worsens (Bloomberg)
2. Worried? History Says Don’t Be — Yet  (Barron’s)
3. Bill Ackman Is Betting Big on Berkshire Hathaway  (Barron’s)
4. The case for higher oil prices (Barron’s)
5. President Donald Trump tweeted on Wednesday that his Chinese counterpart Xi Jinping was a “great leader” and posed setting up a “personal meeting” to solve escalating protests in Hong Kong. (Business Insider)
6. After the yield curve inverts — here’s how the stock market tends to perform since 1978 (MarketWatch)
7. Lumber Liquidators: Get in on the Ground Floor (Wall Street Journal)
8. U.S. retail sales surge in July in boost to economy (Reuters)
9. Stocks set for strong open after China says it hopes to meet halfway on trade issues (CNBC)
10. Warren Buffett Is a Huge Backer of U.S. Banks (Wall Street Journal)

1. Hedge Fund and Insider Trading News: Dmitry Balyasny, Jim Chanos, Tom Steyer, Third Point LLC, General Electric Company (GE), Ames National Corporation (ATLO), and More (Insider Monkey)
2. Falling Bond Yields Make Equities Hard to Ignore (Wall Street Journal)
3. Drudge Headline Indicator Highs and Lows (Bespoke)
4. Caterpillar and GE See Power Markets Improving. That’s Good News for the Stocks. (Barron’s)
5. When Will Boeing 737 Max Fly Again and More Questions (Bloomberg)
6. Fannie, Freddie to Consider Alternatives to FICO Scores (Wall Street Journal)
7. Regeneron Announces Positive Topline Results from Phase 3 Trial of Evinacumab in Patients with Severe, Inherited Form of High Cholesterol (Yahoo Finance)

1. Volcker Revamp to Ease Banks’ Trading Rules, Path to Investments (Bloomberg)
2. Trump’s Canada Drug Import Plan Can’t Happen Without Big Pharma ()
3. Goldman Favors High-Dividend Stocks on Most-in-40-Years Discount (Bloomberg)
4. JD.com Earnings Trounce Views In Second Quarter, Sending Shares Higher (Investors)
5. The Case for GE Stock Doubling (Barron’s)
6. After $140 Billion Wipeout, Alibaba and Tencent Bid for Comeback (Bloomberg)
7. General Electric (GE) CEO Culp Buys $3 Million in Stock (StreetInsider)

1. 5 Big Pharma Showdowns to Watch ()
2. Sunday Strategist: Today’s Contrarian Ketchup Consumers (Bloomberg)
3. Cult-Favorite Topo Chico Breaks Out of Texas With Help From Coke (Bloomberg)
4. Lincoln and Cadillac Are Still Cool Cars in China (Bloomberg)
5. My Thoughts on the US-China War – Ray Dalio (Linkedin)

1. Dallas Museum of Art Offers Rare Look at a Caravaggio Masterpiece (Forbes)
2. Largest Industry in Each State (24/7 Wall St.)
3. Hedge Fund and Insider Trading News: Tom Steyer, Sprott Asset Management, Canyon Partners, Southwestern Energy Company (SWN), JPMorgan Chase & Co. (JPM), and More (Insider Monkey)
4. LBOs Make (More) Companies Go Bankrupt, Research Shows (Institutional Investor)
5. He Started as a Doorman at a Marriott. Now He Runs a $3 Billion Hotel Empire (Inc.)
6. Currency Wars & A Pepperoni Problem (npr)
7. Is China Manipulating Its Currency? (CRR)
8. What Negative Interest Rates Mean for the World (Podcast) (Bloomberg)
9. Do Automotive Dealers Want to Sell Electric Cars? (Energy Fuse)
10. Permian productivity pessimism challenged (Oil & Gas Journal)
11. Badass Planes, Ranked (Popular Mechanics)

1. Why Go on a Fishing Trip When You Can Buy a Ranch All Your Own? (Bloomberg)
2. The Art of Tying Fishing Flies Can Get Very, Very Complicated (Bloomberg)
3. The Ultimate Guide to the World’s Best Fly-Fishing (Bloomberg)
4. Burger King’s Impossible Whopper Is Going Nationwide (Futurism)
5. Hedge Fund Managers With ‘Skin in the Game’ Outperform — But They’re Also Less Likely to Take Your Money (Institutional Investor)
6. Japan Posts Surprising Growth, but Economic Threats Loom (New York Times)
7. This Bank Pays You to Take Out a Mortgage (USA Today)
8. Walmart Will Be a Winner (Barron’s)
9.  Bill Ackman Could Be Just What FedEx Needs (Bloomberg)
10. bjarke ingels group masterplans ‘qiddiya’, saudi arabia’s sprawling capital of entertainment (Design Boom)
11. Will Ferrell Inexplicably Went On A Bunch Of Late Night Shows Last Night As Ron Burgundy (Digg)
12. Michelin-Starred Chefs From Three Continents Are Teaming Up for an Amazing Dinner Series in New York (Robb Report)
13. Driving the 2020 Aston Martin DBS Superleggera Volante Will Make You Feel Like James Bond (Men’s Journal)
14. Eddie Lampert and Steven Mnuchin Want Sears Insurance Policies to Pay Their Legal Fees (Fortune)
15. ECRI Weekly Leading Index Update (Advisor Perspectives)

1. Hedge Fund and Insider Trading News: Anthony Scaramucci, Kyle Bass, PBF Energy Inc (PBF), Cleveland-Cliffs Inc (CLF), and More (Insider Monkey)
2. Opinion: Insiders were buying — not selling — as stock market sank (MarketWatch)
3. Don’t overlook this gravy train that can support U.S. stocks (MarketWatch)
4. Why Low-Risk Refiners May Be the Best Way to Play Energy Now (24/7 Wall Street)
5. Teva Pharmaceutical CEO Talks Opioids, Lawsuits, and the Long Road Ahead ()

 

1. Hedge Fund and Insider Trading News: Ray Dalio, Steven Cohen, Elliott Management, Woodford Investment Management, Chemed Corporation (CHE), Neogen Corporation (NEOG), and More (Insider Monkey)
2. U.S. weekly jobless claims fall; labor market strong (Reuters)
3. Japan greenlights first South Korea export since July curbs, but with a warning (Reuters)
4. `90210’ is back: Is revived series any good? (USA Today)
5. Bears Lose Even on Down Days (Wall Street Journal)
6. Tilson Still Bullish After Lumber Liquidators Stock Falls 40% (ValueWalk)
7. 3 Stocks for a China First Investment Strategy (Barron’s)