Category: What I’m Reading Today

1. Tim Knight takes a technical view with “Downtrend Intact” (Slope of Hope)
2. Hedge Fund and Insider Trading News: Bodenholm Capital, Regal Funds Management, Nexstar Media Group Inc (NXST), Denbury Resources Inc. (DNR), and More (Insider Monkey)
3. Boeing Will Recover (Bloomberg)
4. Exclusive: China makes unprecedented proposals on tech, trade talks progress – U.S. officials (Reuters)
5. Bond yields on the canvas, Turkey’s lira on the ropes (StreetInsider)
6. Why Pfizer May Soon Make Up Lost Ground in Underperforming Against Merck (24/7 Wall St.)
7. Mystery Trader Bets Huge That Market Is Wrong On Fed Rate-Cuts (ZeroHedge)
8. Pimco and BlackRock Have a Contrarian Bet on Inflation (Bloomberg)
9. 19th-Century ‘Humiliation’ Haunts China-U.S. Trade Talks (New York Times)
10. U.S. LNG Tipped To Go Global On Abundant Supplies (Forbes)

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1. Likely Fed nominee Stephen Moore thinks rates should be cut by half a percentage point (CNBC)
2. Turkey On Verge Of Collapse As Overnight Swaps Hit 700%, CDS Soar (ZeroHedge)
3. One Way Stocks Go Up Is if Wall Street Sets the Earnings Bar Really, Really Low (Barron’s)
4. Here’s Why U.S. Bond Yields Plunged So Much Over the Past Week (Bloomberg)
5. US efforts to cut trade deficit show biggest win in almost a year (CNBC)
6. Lennar, KB Home Earnings Boosted by Falling Mortgage Rates (Bloomberg)
7. Top Analyst Upgrades and Downgrades: Alcoa, Apple, Autodesk, BB&T, Bed Bath & Beyond, Camping World, Nvidia, Vertex, Voya and More (24/7 Wall Street)
8. Neiman Marcus, in Debt Talks, Makes It Easier to Bet It Will Fail (Wall Street Journal)

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1. Home prices in January see smallest gain in nearly 4 years: S&P Case-Shiller (CNBC)
2. US auto sales are falling, and cars are more expensive than ever (CNBC)
3. Housing starts drop 9% in February and show little sign of perking up (MarketWatch)
4. Pentagon authorizes $1 billion for Trump’s border wall (MarketWatch)
5. Top Analyst Upgrades and Downgrades: Alcoa, Apple, Autodesk, BB&T, Bed Bath & Beyond, Camping World, Nvidia, Vertex, Voya and More (24/7 Wall Street)
6. World of Negative Debt Expands to One-Fifth of Global Market (Bloomberg)
7. Hedge Funds Boost Shorts as Gains in March Reward Caution (Bloomberg)

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1. Survey shows German business mood brightening (MarketWatch)
2. Yields Below Zero Spell Trouble for Hedge Funds (Bloomberg)
3. Mueller finds no Trump collusion with Russia (Business Insider)
4. Theresa May’s future in doubt as MPs prepare to seize control of Brexit (Business Insider)
5. Companies all across America are warning business is slowing down (Business Insider)
6. Trump push for China trade reform draws wide support at home, abroad (Reuters)
7. JPMorgan: “A Bad Omen For Risky Markets Is Resurfacing” (ZeroHedge)

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1. Goldman Just Put On The Next “Big Short” Trade (ZeroHedge)
2. Don’t Panic Over Inverted Yield Curve; Here’s The Key Chart For Dow Jones (Investor’s Business Daily)
3. THE RICHEST PEOPLE IN THE WORLD (Forbes)
4. How to take the ‘outside view’ (McKinsey & Company)
5. The Risk of Low Growth Stocks Part 2: Prestige Brands Case Study (Intrinsic Investing)
6. How an App for Gamers Went Mainstream (The Atlantic)
7. Was Starboard Value’s Jeffrey Smith Wrong about Newell Brands (NWL)? (Insider Monkey)
8. Roger Ibbotson Discusses the History of Finance (Podcast) (Bloomberg)
9. Film Review: ‘The Dirt’- A Mötley Crüe biopic on Netflix (Variety)
10. Why Your Next Cocktail Will Be Premixed (Fortune)
11. This 150-Day Dry Aged Beef Burger Shows How the Luxury Hamburger Has Simplified (Robb Report)
12. ECRI Weekly Leading Index Update: All Measures Up Again (Advisor Perspectives)
13. Formula 1 is putting data in the driver’s seat, and not all racers are happy (Digital Trends)
14. Yes, It’s All Your Fault: Active vs. Passive Mindsets (Farnam Street)
15. Money-losing companies that went public in 2018 did better than profitable ones (recode)
16. The Complex Fortune Growing Inside World’s Most Valuable Startup (Bloomberg)
17. Richard Branson calls for new Brexit vote (BBC)

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1. Jaguar And Audi Beating Tesla Model S And X Sales In Europe (ValueWalk)
2. Week in review: How Trump’s policies moved stocks: (TheFly)
3. Papa John’s announces Shaquille O’Neal as new ambassador (New York Post)
4. Stephen Moore, Trump’s pick for Fed, will be lightning rod for president’s opponents (MarketWatch)
5. Warren Buffett Hates It. AOC Is for It. A Beginner’s Guide to Modern Monetary Theory (Bloomberg)
6. Robert Mueller’s report is finally finished. This is what we know about his probe so far (CNBC)
7. A $1.6 trillion credit market could batter the global economy. And you will take the hit if it implodes, not Wall Street (Business Insider)
8. Opinion: Pinterest’s IPO filing: 5 things investors should know (MarketWatch)
9. Economic Models Predict a 2020 Wipeout (Vanity Fair)
10. China Is Building up to 20 Floating Nuclear Power Plants (Futurism)
11. Olive Garden owner posts solid jump in sales (CNN)
12. Homebuyers to get springtime boost from lower-than-expected mortgage rates (USA Today)
13. Trump Administration Strikes Tougher Stance Ahead of China Talks (New York Times)
14. Lyft, Uber, and Slack are the IPOs getting all the attention — but a different corner of the market is heating up (Business Insider)
15. Investing Lessons From the Activist Playbook (Barron’s)

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1. Say Goodbye to the Stock Market’s Secret Sauce (Wall Street Journal)
2. German 10-Year Yields Drop Below Zero for First Time Since 2016 (Bloomberg)
3. Stock-market analyst who called 2018 rout says if earnings are weak, ‘I don’t think stocks are going to look through it’ (MarketWatch)
4. A star investor in ‘The Big Short’ is betting against Canadian banks (Business Insider)
5. Services Data Point to Sharper Slowdown (Wall Street Journal)

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1. Trump Says Tariffs on Chinese Goods Will Stay for ‘Substantial Period of Time’ (Wall Street Journal)
2. Powell Aims to Dodge Japan Deflation Trap With Dovish Fed Tilt (Bloomberg)
3. Theresa May has now pushed Britain right to the point of a no-deal Brexit (Business Insider)
4. Euro Rates Daily: Race to Zero Yields Back on for German Bonds (Bloomberg)
5. Europe’s $1 Trillion Stock Rally Stands on Thin Ice (Bloomberg)
6. The Highest-Earning Hedge Fund Managers And Traders (Forbes)

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1. Why Emerging Markets Could Soon Face a Correction (MarketWatch)
2. The Stock and Bond Markets Can’t Both Be Right (Bloomberg)
3. FedEx just fired off a warning investors may not be able to ignore (MarketWatch)
4. Abe describes BOJ’s inflation goal as means to spur growth (Reuters)
5. 5 Goldman Sachs Conviction List Stocks Have Gigantic Implied Upside (24/7 Wall Street)
6. U.S. Sees China Trade Pushback as Trump Touts Progress (Bloomberg)
7. Google Introduces Streaming Video Game Service (New York Times)

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1. Bridgewater Makes a Bold Bet on Brazil (Chief Investment Officer)
2. Stock futures higher as Fed kicks off policy meeting (Reuters)
3. These ‘milestones’ are blocking a rise in the S&P 500, warns BlackRock (MarketWatch)
4. There Is A New “Most Crowded Trade” And “Biggest Tail Risk” On Wall Street (ZeroHedge)
5. US economic growth is set to slow sharply this year and next, according to CNBC’s Fed survey (CNBC)
6. Europe’s central bank just flashed a warning for any Deutsche Bank-Commerzbank merger (Business Insider)
7. Budweiser Owner to Make K-Cup Machine for Alcohol (24/7 Wall Street)
8. U.S. Chip Makers Fear Trap in a Trade Deal With China (Wall Street Journal)
9. Stifel Says Buy 4 Large-Cap MLPs That Pay Big Dividends (24/7 Wall Street)
10. The New Disney Will Be a Thrill Ride (Bloomberg)

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