Category: What I’m Reading Today

Be in the know. 7 key reads for Friday…

  1.  Trump Ordered Military Strike on Iran, Then Called It Off (Bloomberg)
  2. European central bankers claim oversight over Facebook’s cryptocurrency (Reuters)
  3. Fed’s Bullard says he wanted interest-rate cut as insurance against slowing economy, weaker inflation (MarketWatch)
  4. This Year’s G-20 Will Be a Faceoff Between Trump and Xi (Bloomberg)
  5. The Federal Reserve Gets Ready to Reverse Course (Barron’s)
  6. Verizon Is Remodeling for a 5G World. Here’s What That Looks Like. (Barron’s)
  7. Apple Explores Moving Some Production Out of China (Wall Street Journal)

Be in the know. 7 key reads for Thursday…

  1. Fed sees case building for interest rate cuts this year
    (Reuters)
  2. China, U.S. to resume trade talks but China says demands must be met (Reuters)
  3. Brazil Stocks Close at a Record High (Bloomberg)
  4. Lagging Dell Stock Looks Like a Bargain (Barron’s)
  5. How Chick-fil-A Got Big by Keeping Its Menu Small (Wall Street Journal)
  6. Oil Surges After Iran Downs U.S. Drone and Fed Signals Rate Cut (Bloomberg)
  7. One of the Most Powerful Women in Hedge Funds Doesn’t Run Money (Wall Street Journal)

Be in the know. 8 key reads for Wednesday…

  1. Stock Market Pessimism Is at Financial Crisis Levels. Why That’s Good News. (Barron’s)
  2. OPEC+ Sets Date for Meeting, Ending a Month of Bickering (Bloomberg)
  3. China says history shows positive outcome from U.S. talks possible (Reuters)
  4. A New Source of Stress for Banks (Wall Street Journal)
  5. Applied Materials CEO Gary Dickerson on the Chip Slump and the Rise of Big Data (Barron’s)
  6. Adobe Reports 25% Revenue Increase in Latest Quarter (Wall Street Journal)
  7. Fed Seen Signaling Cut by Losing Patience: Decision-Day Guide (Bloomberg)
  8. Opinion: What insider buying at tech companies says about stocks and the economy (MarketWatch)

Be in the know. 10 key reads for Tuesday…

  1. Two ‘insurance’ rate cuts from Fed in ’90s produced no big shocks to corporate bonds, Goldman Sachs says (MarketWatch)
  2. Growth Is Worth Paying Up for at Pfizer (Wall Street Journal)
  3. Draghi puts further ECB easing firmly on the table (Reuters)
  4. U.S. Treasuries ‘most crowded’ as investors flee risk: BAML survey (Reuters)
  5. Fed Models Suddenly Call for Stronger Than Expected GDP Growth (24/7 Wall Street)
  6. Contra-indicator?:  Investors Haven’t Been This Bearish Since 2008 Financial Crisis (Bloomberg)
  7. Boeing Drought Gives Way to Second-Day Slugfest: Air Show Update (Bloomberg)
  8. A Wall Street investment chief overseeing $26 billion breaks down why recession fears are overblown, even as the market clamors for Fed relief (Business Insider)
  9. Jefferies Analysts Are Out With Four Daring Summer Growth Stock Picks (24/7 Wall St.)
  10. What I Have To Offer You (Ray Dalio)

Be in the know. 10 key reads for Monday…

  1. Trials Near for Boeing 737 MAX Fix (Wall Street Journal)
  2. Boeing Says Grounded 737 Max May Resume Service This Year (Bloomberg)
  3. Pfizer to buy Array Biopharma for $10.64 billion ()
  4. The World Cries Out for Onion Derivatives (Wall Street Journal)
  5. The Fed is likely to drop ‘patient’ word this week, clearing way for July cut, economists say (CNBC)
  6. Iran, Russia talks raise hopes of progress on OPEC+ meeting date (Reuters)
  7. What the Fed Will Do This Week, and Why (Bloomberg)
  8. Case for Cutting Rates Can Be Found in Close Calls of the 1990s (Wall Street Journal)
  9. Gary Woodland Wins U.S. Open (Wall Street Journal)
  10. Meet the Art World’s Rising Stars (Wall Street Journal)

Be in the know. 15 key reads for Father’s Day…

  1. The Richest Person In Every Country, Visualized (digg)
  2. 10 Great Rosé Wines Worth Sipping This Summer (Maxim)
  3. Who are these people who write thousands of Amazon product reviews? (Vox)
  4. Sega does the retro console right with the fantastic Genesis Mini (The Verge)
  5. Pulse of the nation: How Beyond Meat could turn this humble pea into Canada’s new gold (Financial Post)
  6. Animal Spirits (Planet Money)
  7. Better Memory through Electrical Brain Ripples (Scientific American)
  8. Jeff Bezos Says People With High Intelligence Do This 1 Thing Often. (Now, Amazon Just Proved His Point) (Inc.)
  9. How ‘Shaft’ Brought the 1971 Chevy Chevelle SS Into 2019 (Popular Mechanics)
  10. Oil Inches Higher On Falling Rig Count (OilPrice)
  11. U.S. Navy official sees more orders for Boeing P-8A in coming months (Reuters)
  12. JGB Bulls Look to Kuroda to Keep Rally Going as Inflation Wanes (Bloomberg)
  13. Economy Breaks Record on Trump’s Watch. He Wants All the Credit (Bloomberg)
  14. Five things to watch in the pivotal Fed meeting (MarketWatch)
  15. Saudi Energy Minister hopes OPEC agrees to extend production cut ‘early July’ Reuters)

Be in the know. 20 key reads for Saturday…

  1. Saudi Arabia Seeks to Balance Global Crude Markets Before 2020 (Bloomberg)
  2. Why Alzheimer’s Treatment Hopes Endure Despite High-Profile Drug Failures (Investor’s Business Daily)
  3. Tips for Spotting a U.S. Recession Before It Becomes Official (Bloomberg)
  4. Drugmakers Sue Trump Administration to Halt Advertising Rule (Bloomberg)
  5. As Trump demands major concessions, Beijing wants the world to think that the US will blink first (CNBC)
  6. Trump is threatening sanctions on Germany over its Russian gas pipeline, opening a new front in the trade war that the Kremlin calls ‘blackmail’ (Business Insider)
  7. The automotive industry has not reached ‘peak car’ as some Wall Street analysts suggest. Here’s what’s really going on. (Business Insider)
  8. As China exports slow, government might face growing labor unrest, researcher says (MarketWatch)
  9. Here’s who keeps investors abreast of the opaque leveraged loan market and possible systemic risk (MarketWatch)
  10. Boeing Makes Another Vertical Leap As It Looks For Fatter Profits (Investor’s Business Daily)
  11. McLaren’s Customer Racing Program Gets Drivers on the Track (Barron’s)
  12. Week in review: How Trump’s policies moved stocks (TheFly)
  13. Boeing lands $6.5B contract with US Air Force (yesterday): (DoD)
  14. Schlumberger: Has This Oil Services Giant Fallen Too Far? (TheStreet)
  15. Hedge Fund and Insider Trading News: Anthony Scaramucci, Dan Loeb, Elliott Management, Kirkland’s, Inc. (KIRK), Sharps Compliance Corp. (SMED), and More (InsiderMonkey)
  16. NBC Sports posts record NHL ratings (NewsTimes)
  17. The New McLaren GT Is a Race Car Built for Road Tripping (Robb Report)
  18. Why Attitude Is More Important Than IQ (Forbes)
  19. Hip-Hop’s Next Billionaires: Richest Rappers 2019 (Forbes)
  20. ECRI Weekly Leading Index Update (Advisor Perspectives)

Be in the know. 7 key reads for Friday…

  1. The Fed May Have Shrunk Its Balance Sheet Too Quickly  (Barron’s)
  2. A Nudge From Dan Loeb Could Pay Dividends for Sony (Wall Street Journal)
  3. Juice for China’s Economy Is Coming (Wall Street Journal)
  4. United States and China suspend intellectual property litigation at WTO (Reuters)
  5. St. Louis Blues Break NHL Sales Record After Winning Stanley Cup (Bloomberg)
  6. An entrepreneur who interviewed 21 billionaires says the same 6 habits helped make all of them successful (Business Insider)
  7. 600-plus US companies urge Trump to end China tariffs (Washington Examiner)

Be in the know. 10 key reads for Thursday…

  1. Jerry Jones says buying Natural Gas feels like when he bought the Dallas Cowboys in 1989 for $140M (no one wanted it and it’s now worth $5 Billion).  “I bought it when everything was down and out (Cowboys).”  He’s putting his own money ($475M) where his mouth is with his Comstock Resources (CRK). (World Oil)
  2. St. Louis Blues Win the Stanley Cup (Wall Street Journal)
  3. Hedge Fund and Insider Trading News: Paul Tudor Jones, Elliott Advisors, Orion Energy Systems, Inc. (OESX), Cisco Systems, Inc. (CSCO), and More: (Insider Monkey)
  4. Oil prices surge after suspected tanker attack near Iran (Reuters)
  5. Trump says he’s considering slapping sanctions on gas pipeline from Russia to Germany (CNBC)
  6. One big reason you should be in the stock market right now: J.P. Morgan (Kolanovic) (MarketWatch)
  7. Big Banks Are Expected to Offer Up Higher Dividends (Barron’s)
  8. The Fed Gets More Cover for a Cut (Wall Street Journal)
  9. Trump Isn’t Alone. These Millennials on the Left Want Low Interest Rates, Too. (New York Times)
  10. China’s Father of Electric Cars Says Hydrogen Is the Future (Bloomberg)

Be in the know. 11 key reads for Wednesday…

  1. U.S. mortgage applications jump to highest since September 2016: MBA (Reuters)
  2. US consumer prices barely rise in May (CNBC)
  3. The Economy Looks Good on Main Street — and That’s Bad for Bonds (Barron’s)
  4. Occidental Stock Is Near a Decade Low, and the CEO Bought Up Shares (Barron’s)
  5. Alibaba Stock Is ‘Attractive’ Even as Investors Grow Less Bullish (Barron’s)
  6. Wells Fargo CEO Search Drags On as Two Top Candidates Take a Pass (Wall Street Journal)
  7. Risky Borrowing Is Making a Comeback, but Banks Are on the Sideline (New York Times)
  8. Biotech Investors Need Bigger Targets (Wall Street Journal)
  9. Uber’s first air-travel market outside of the United States will be Melbourne, Australia (Business Insider)
  10. Boeing 737 Max to Be Flying Again by December, FAA Official Says (Bloomberg)
  11. A ‘Goldfinger’ Car Highlights a Special Family Bond—James Bond (Wall Street Journal)