Be in the know. 10 key reads for Tuesday…

  1. Hedge Fund and Insider Trading News: Ray Dalio, Warlander Asset Management, Copper Street Capital, Avangrid Inc (AGR), Knowles Corp (KN), and More (InsiderMonkey)
  2. Trump warns China not to wait for 2020 U.S. election to make trade deal (Reuters)
  3. Uber Lays Off 400 as Profitability Doubts Linger After I.P.O. (New York Times)
  4. Incyte Earnings Crush Views With 188% Gain (Investor’s Business Daily)
  5. Dell’s Crown Jewel, With Thomas Lott (Podcast) (Seeking Alpha)
  6. D.R. Horton profit beats as lower home prices boost demand (Reuters)
  7. Goldman Sachs says S&P 500 bull-run has legs but cuts earnings outlook (StreetInsider)
  8. Porsche’s Battery-Powered Taycan on Track to Overtake 911 (Bloomberg)
  9. Merck shares climb 3.7% after earnings blow past estimates (MarketWatch)
  10. Berkshire Hathaway’s Earnings Are Saturday. Watch the Stock Buyback Number. (Barron’s)

 

Be in the know. 10 key reads for Monday…

  • What Are The World’s Next ‘Moonshots?’ (Barron’s)
  • With Stocks at Fresh Highs, Investors’ Portfolios Look Alike (Wall Street Journal)
  • 5G could change everything. Here’s what you need to know before you buy into the tech (USA Today)
  • Hedge Funds Chasing 400% Return Show Risk in China’s Wild Market (Bloomberg)
  • Quentin Tarantino nets his biggest opening weekend ever with $40.4 million take for ‘Once Upon a Time… in Hollywood’ (Business Insider)
  • Former Fed Chair Janet Yellen says she’s in favor of an interest rate cut (CNBC)
  • Bill Gates took solo ‘think weeks’ in a cabin in the woods—why it’s a great strategy (CNBC)
  • 37-Year-Old Former School Teacher Is India’s Newest Billionaire (Bloomberg)
  • Animal Spirits: Pfizer May Buy Low and Smart in Generics Gambit (Wall Street Journal)
  • Financial Crisis Yields a Generation of Renters (Wall Street Journal)

Be in the know. 8 key reads for Sunday…

  1. Beijing says millions of tons of U.S. soy shipped to China in trade consensus (Reuters)
  2. Jack Ma’s $290 Billion Loan Machine Is Changing Chinese Banking (Bloomberg)
  3. How donuts fuelled the American Dream (Economist)
  4. How Two Stanford Dropouts Built a $2.6 Billion Company In Just Two Years (Entrepreneur)
  5. How Mary Ramos Brought 1969 to Life for Quentin Tarantino (GQ)
  6. Chinese LNG Imports See Strong Growth This Summer (OilPrice)
  7. Dyson: James Dyson How I Built This with Guy Raz (NPR)
  8. Land of the Giants: Why You’ll Never Quit Amazon Prime (PodCast) (Vox)

 

Be in the know. 15 key reads for Saturday…

  1. Is CVS A Value Trap Or A Fallen Angel Ready To Rise Again? (Forbes)
  2. Why KBW Sees BofA, Citi and Goldman Sachs Winning From Fed Rate Cuts (24/7 Wall Street)
  3. Hedge Fund and Insider Trading News: David Einhorn, Caxton Associates, Crown Castle International Corp (CCI), Esperion Therapeutics Inc (ESPR), and More (Insider Monkey)
  4. LBOs Make (More) Companies Go Bankrupt, Research Shows (Institutional Investor)
  5. Chevron, Exxon earnings: Shale M&A is high on the list of investor concerns (MarketWatch)
  6. Buffett buys more Bank of America stock, with stake’s value rising to $29 billion (MarketWatch)
  7. Week in review: How Trump’s policies moved stocks (TheFly)
  8. As electric vehicle production ramps up worldwide, a supply crunch for battery materials is looming (CNBC)
  9. A TV Maverick Is Going All-In on a New Wireless Bet (Wall Street Journal)
  10. Europe’s Bond Yields Race to the Bottom (Barron’s)
  11. Is a Recession Coming? Economic Indicators Say Otherwise (Barron’s)
  12. The 2020 Evora GT Is the Fastest, Most Powerful Lotus Ever Offered in the U.S. (DesignBoom)
  13. Inside the Goodwood Festival of Speed, a High-Octane Supercar Celebration (Maxim)
  14. SoftBank’s transformation into an investment powerhouse continues (The Economist)
  15. ECRI Weekly Leading Index Update (AdvisorPerspectives)

 

Be in the know. 7 key reads for Friday…

  1. Howard Marks new memo “On the Other Hand” (pdf) (Oaktree Capital)
  2. Strong Alphabet, Intel earnings drive futures higher (Reuters)
  3. Twitter stock rises after revenue, user numbers top expectations (MarketWatch)
  4. Who Wins if the Fed Cuts Interest Rates? Try Oil Stocks. (Barron’s)
  5. Need to Relocate? Bring the House, Too (Wall Street Journal)
  6. GDP slows to 2.1% in second-quarter but beats expectations thanks to strong consumer (CNBC)
  7. Oxford Economics sees the ECB cutting rates in September (CNBC)

 

Be in the know. 10 key reads for Thursday…

  1. Expect 15 More Years for the Bull Market if Demographics Are Destiny (Barron’s)
  2. Managers reduce cash, increase risk in July – BofA survey (Pensions&Investments)
  3. China and U.S. trade negotiators to meet in Shanghai July 30-31 (Reuters)
  4. Fed to cut rates for first time in a decade this month: Reuters poll (Reuters)
  5. 3M’s stock surges after profit and sales fall less than expected, guidance maintained (MarketWatch)
  6.  Opinion: I’m betting Boris and Brexit won’t sink Britain and am buying stocks (MarketWatch)
  7. Facebook price target raised to $250 from $230 at Jefferies (TheFly)
  8. European Central Bank signals its ready to cut rates, opens door to renewed QE (MarketWatch)
  9. Hedge Funds Help Fuel Southeast Asia Consumer Lending Boom (Bloomberg)
  10. Bill Ackman’s Playbook Works Against Him (Wall Street Journal)

Be in the know. 7 key reads for Wednesday…

  1. Global oil market in glut, but not a big enough one for OPEC (Reuters)
  2. Four reasons why antitrust actions will likely fail to break up Big Tech (MarketWatch)
  3. Trump Really Might Weaken the Dollar (Wall Street Journal)
  4. Shopping Mall REIT Stocks Could Benefit Because Growth Expectations Are Low (Barron’s)
  5. UPS Earnings Top On Strong U.S. Growth; Shipping Giant Raises Guidance (Investor’s Business Daily)
  6. Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble (Bloomberg)
  7. 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 ()

Be in the know. 7 key reads for Tuesday…

  1. Biogen climbs as profits surge 72%, prompting the firm to boost 2019 guidance (BIIB) (Business Insider)
  2. U.S. farmers look past trade fears to cash in on China’s hog crisis (Reuters)
  3. United Technologies’ earnings crush Wall Street forecasts (MarketWatch)
  4. Warren Buffett took Occidental CEO ‘to the cleaners’: Carl Icahn (New York Post)
  5. Coca-Cola raises revenue forecast after earnings beat, sending shares higher (CNBC)
  6. Oil Stocks Could Get a Boost From Lower Interest Rates. Here’s Why. (Barron’s)
  7. 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…

  1. Central Banks Are in Sync on Need for Fresh Stimulus (Wall Street Journal)
  2. Fight the Fed With These Three Regional Bank Stocks (Barron’s)
  3. The Biggest Investing Bet on Tech Is Cheap—and Controversial (Barron’s)
  4. Safe Deposit Boxes Aren’t Safe (New York Times)
  5. Why Weak Corporate Earnings Don’t Signal a Weak Economy (Wall Street Journal)
  6. Why Stocks Are Still the Best Investment, Even After a 10-Year Run (Barron’s)
  7. A Karate Master’s Secret Weapon: Ping Pong (Wall Street Journal)
  8. A Reality Check for Solar and Wind (Wall Street Journal)

Be in the know. 11 key reads for Sunday…

  1. James Bond’s 1965 Aston Martin From ‘Goldfinger’ Is Going Up for Auction Next Month (Robb Report)
  2. The Fall and Rise of VR: The Struggle to Make Virtual Reality Get Real (Fortune)
  3. UBS predicts plant-based meat sales could grow by more than 25% a year to $85 billion by 2030 (Business Insider)
  4. Gold Rush 2.0 (NPR)
  5. What economists have gotten wrong for decades (VOX)
  6. How It Feels to Drive—and Crash—the First-Ever Mid-Engine Corvette (Wired)
  7. Blockchain: It’s About Customers, Not Cryptocurrencies (YPO)
  8. Mentalism, mind reading and the art of getting inside your head  (Ted)
  9. Are Central Banks Losing Their Big Bet? (Project Syndicate)
  10. Elon Musk’s Secretive Brain Tech Company Debuts a Sophisticated Neural Implant (Scientific American)
  11. Billionaire Chobani Founder Hamdi Ulukaya: To Be Truly Successful Break These 3 Stupid Business Rules (Inc.)