Category: What I’m Reading Today

Be in the know. 15 key reads for Tuesday…

  1. Hedge Fund and Insider Trading News: Marshall Wace, Bodenholm Capital, ExodusPoint Capital, MGM Resorts International (MGM), Caci International Inc (CACI), and More (Insider Monkey)
  2. Small-business optimism rises to pre-shutdown levels (MarketWatch)
  3. FedEx opt out of Express contract with Amazon may be good thing, analysts say (MarketWatch)
  4. Freeport-McMoRan’s CEO bought stock as shares lag behind (Barron’s)
  5. Big Banks Could Soon Raise Their Dividends, if the Fed Signs Off (Barron’s)
  6. Commerce Secretary Wilbur Ross predicts Trump and China will reach a trade deal — ‘even shooting wars end in negotiations’ (CNBC)
  7. Krispy Kreme has grand plans for Times Square: The world’s largest ‘Hot Light,’ a ‘glaze waterfall’ and more (USA Today)
  8. Under pressure, Fed faces an outlook clouded by trade wars and signs of weakness (Reuters)
  9. ECB’s Rehn: tiering, rates cut, more QE all on the table (Reuters)
  10. Intel buying Barefoot Networks to compete better against Broadcom (MarketWatch)
  11. 4 Stocks to Buy That Were Hurt by the Worst Spring Weather in 20 Years (24/7 Wall St.)
  12. Occidental Petroleum (OXY) CEO Hollub Buys Nearly $2M in Stock (Street Insider)
  13. Flying Robotaxis Prepare for Takeoff (Bloomberg)
  14. North Korean Leader’s Slain Half Brother Was a CIA Source (Wall Street Journal)
  15. Beyond Meat dives after lead underwriter JP Morgan downgrades: ‘Beyond our price target’ (CNBC)

Be in the know. 15 key reads for Monday…

  1. Delay the ‘dot plot’? Fed policymakers face communications quandary (Reuters)
  2. Jamie Dimon on Why JPMorgan Is Like Netflix (Barron’s)
  3. Stanley Cup Finals Headed to Game 7 After Bruins Wallop Blues (New York Times)
  4. What the United Technologies-Raytheon Merger Means for Defense (Barron’s)
  5. Salesforce (CRM) to Acquire Tableau (DATA) in $15.7 Billion Deal (Street Insider)
  6. 4 Ways to Invest in Truck Stocks and Ride Out a Recession (Barron’s)
  7. Mnuchin Says Trade Talk With PBOC’s Yi Gang Was Constructive (Bloomberg)
  8. McDonald’s and Other Fast Food Chains Should Keep an Eye on Chick-Fil-A (Barron’s)
  9. Kraft Heinz Has a Long Road to Redemption (Wall Street Journal)
  10. The White House is said to be vetting Judy Shelton for a seat on the Fed board. She told us what she would bring to a central bank whose policies she has long criticized. ()
  11. Rolls-Royce, Aston Martin, Lamborghini car prices plunge as ultra-luxury market expands (USA Today)
  12. 10 Things People in Finance Should Never Say (Bloomberg)
  13. Suiting Up Hockey’s Stars, One Stitch At a Time (New York Times)
  14. Wall Street Asks When, Not if, the Fed Will Cut Interest Rates (New York Times)
  15. Gene-Editing Startups Turn to Investors, Acquirers for Growth (Wall Street Journal)

Be in the know. 15 key reads for Sunday…

  1. Tariffs could be the Fed’s excuse to cut interest rates (New York Post)
  2. Warren Buffett and Bill Gates Just Worked a Dairy Queen Shift Together. A Lesson In Thinking Differently Followed (Inc.)
  3. Meet the Money Whisperer to the Super-Rich N.B.A. Elite (New York Times)
  4. Uber Now Offers $200 Helicopter Flights From Manhattan to JFK Airport (Robb Report)
  5. Andrea Bocelli’s Seaside Palace Is an Italian Dream (Architectural Digest)
  6. Where to Eat, Drink, and Stay in Montreal (Maxim)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. Episode 651: The Salmon Taboo (NPR Planet Money)
  9. The Danger of Comparing Yourself to Others (Farnam Street)
  10. Why It Pays to Play Around (Nautilus)
  11. George Soros: Europe’s Silent Majority Speaks Out (Project-Syndicate)
  12. Free Will Is Real (Scientific American)
  13. What K-Pop Sensation BTS Can Teach Us About Economics (Podcast) (Bloomberg Odd Lots)
  14. From Dumpster Diving to Building a $3 Billion Business: 7 Things Sharran Srivatsaa Learned on His Journey to Success (Entrepreneur)
  15. 19 Lies You Were Told as a Kid—That You Probably Still Believe (Reader’s Digest)

Be in the know. 20 key reads for Saturday…

  1. Trump Gets Mexico Deal (Bloomberg)
  2. Xi calls Trump his friend and says the US won’t disconnect with China (CNBC)
  3. June Macro Update: Employment and Housing Strong, Manufacturing Weak (The Fat Pitch)
  4. Week in review: How Trump’s policies moved stocks (TheFly)
  5. Stock Market Posts Big Gains, Ushers In Positive Signal (Investor’s Business Daily)
  6. JPMorgan Chase Stock Is a Solid Bet Under Jamie Dimon (Barron’s)
  7. Weighing the Antitrust Case Against Google, Apple, Amazon, and Facebook (Barron’s)
  8. Everything You Need to Know About Modern Monetary Theory (Barron’s)
  9. Kraft Heinz Concludes Internal Investigation Into Accounting Errors (Wall Street Journal)
  10. G-20 Wrangles on Trade as It Warns on Downside Risks to Growth (Bloomberg)
  11. Mnuchin Says FX Tariff Push Isn’t Shift to Weak Dollar Policy (Bloomberg)
  12. 11 incredible facts about the $700 billion US trucking industry (Business Insider)
  13. Here’s where the jobs are — in one chart (CNBC)
  14. ‘Pavarotti’: 5 life lessons the passionate tenor taught us in the new Ron Howard documentary (USA Today)
  15. U.S. Treasury’s Mnuchin says Trump-Xi meeting has parallels to Buenos Aires summit (Reuters)
  16. Trump: Screw the Moon, Mars Is Where It’s At (Vanity Fair)
  17. New Law in India Would Imprison Anyone Who Uses Cryptocurrency (Futurism)
  18. America’s Richest Self-Made Women (Forbes)
  19. Why HBO’s “Chernobyl” Gets Nuclear So Wrong (Forbes)
  20. Hedge Fund and Insider Trading News: Stanley Druckenmiller, Neil Woodford, Ken Griffin, Jim Chanos, Elliott Management, Black Hills Corp (BKH), Evolus Inc (EOLS), and More (Insider Monkey)

Be in the know. 8 key reads for Friday…

  1. Jim Grant: Low Interest Rates Forever? Don’t Get Used to That Idea (Barron’s)
  2. U.S. adds 75,000 jobs in May, unemployment flat at 3.6% (MarketWatch)
  3. Druckenmiller says if the jobs number is weak, the Fed ‘will be on a clear easing path by July’ (CNBC)
  4. Value stocks are trading at the steepest discount in history (MarketWatch)
  5. Stocks could surge on cusp of huge buying signal says Bank of America Merrill Lynch (MarketWatch)
  6. Investors, Buy the Dips: The Economic Cycle Isn’t What It Used to Be (Wall Street Journal)
  7. 5 Contrarian Dividend Stocks to Buy With the Market Fully Valued (24/7 Wall Street)
  8. As Mexico-U.S. talks progress, markets rise on hopes a deal could be close (Reuters)

Be in the know. 15 key reads for Thursday…

  1. Here are recent stock-market moves by the top billionaire stock pickers (Business Insider)
  2. Boeing and China Still Need Each Other (Bloomberg)
  3. Can This 10-Year-Old Girl Save the Olympics? (Bloomberg)
  4. Teva Chairman Sol Barer Bought Up Even More Stock (Barron’s)
  5. ECB pushes back rate hike and offers to pay banks to lend (Reuters)
  6. Don’t Fear The First Rate Cut (The Fat Pitch)
  7. Mexican officials to meet Pence in last-ditch talks to avert tariffs (Reuters)
  8. These 3 beaten-down tech stocks are so bad, they’re good, strategist says (CNBC)
  9. European Central Bank says now plans to leave rates on hold at least through first-half 2020 (MarketWatch)
  10. Are Traders Underestimating the Chance That Interest Rates Will Return to Zero? (Barron’s)
  11. Fed uses Chicago conference to signal it will use quantitative easing aggressively to fight next recession (MarketWatch)
  12. Continental Resources begins $1B stock repurchase (KallanishEnergy)
  13. Stocks Lure Buyers With Cheapest Valuations in Months (Wall Street Journal)
  14. Bristol R&D Chief to Leave After Celgene Acquisition (Wall Street Journal)
  15. Goldman Sachs upgrades United Airlines to buy and sees the stock climbing 32% (CNBC)

Be in the know. 15 key reads for Wednesday…

  1. The Fed is ‘indicating that a rate cut is coming,’ says former central banker (CNBC)
  2. The U.S. and China Will Probably Work It Out (Bloomberg)
  3. Mexican officials hope to avert U.S. tariffs in last-ditch talks (Reuters)
  4. Trade tensions have had a ‘significant’ impact on China, IMF says (CNBC)
  5. WWDC 2019: Meet Apple’s youngest app developer, Ayush (USA Today)
  6. Summers goes from mocking to joining Kudlow’s half-point rate cut call in two months (MarketWatch)
  7. Baltimore Mayor Plans Public ‘Fight Club’ To Curb Gun Violence (ZeroHedge)
  8. Mnuchin’s Deadlocked China Trade Talks Hang Over Pivotal G-20 (Bloomberg)
  9. CVS, Under Pressure After Aetna Deal, Sets Long-Term Profit Goals (Wall Street Journal)
  10. Alibaba Stock Could Benefit From China’s Pivot to Domestic Consumers (Barron’s)
  11. Teva Pharmaceutical Stock Jumps on a Rare Bullish Take ()
  12. The New DuPont Stock Is a Winner on the Street, and a Price Target Was Doubled (Barron’s)
  13. The Long Trail of Coaching Blues in St. Louis (Wall Street Journal)
  14. Salesforce Raises Earnings Outlook (Wall Street Journal)
  15. CIA’s former chief of disguise Jonna Mendez on how to hide spies (CBS News)

Be in the know. 10 key reads for Tuesday…

  • Hedge Fund and Insider Trading News: Ken Griffin, Edward Lampert, Marathon Asset Management, Chubb Limited (CB), Continental Resources Inc. (CLR), and More (Insider Monkey)
  • Why Breaking Up Big Tech Could Actually Be Good for Investors (Barron’s)
  • Jefferies Top Value Buys (24/7 Wall Street)
  • Stock futures rise after Bullard boosts rate cut hopes (Reuters)
  • China urges dialogue, negotiation to solve trade row with S. (Reuters)
  • NHL: Blues down Bruins 4-2 to even Stanley Cup Finals (Reuters)
  • Amgen’s Good News on Lung Cancer Boosted Mirati Therapeutics. Here’s What Wall Street Is Saying. (Barron’s)
  • CVS turning 1,500 stores into HealthHUB locations with less retail, more health care (USA Today)
  • The Mall Meltdown Continues (Wall Street Journal)
  • Artist, Icon, Billionaire: How Jay-Z Created His $1 Billion Fortune (Forbes)

Be in the know. 5 key reads for Monday…

  1. US, Mexico officials to begin talks over tariffs, border (USA Today)
  2. Here Are the Most Interesting Items in China’s Trade White Paper (Bloomberg)
  3. Trump just took his trade battle to a new front — and now traders are more sure than ever that the Fed is going to cut rates (Business Insider)
  4. China, Mexico Signal Willingness to Step Up Trade Talks With U.S. (Wall Street Journal)
  5. Andy Ruiz Jr. eats candy bars before his fights and was taunted about his weight. He answered with a shocking knockout win over Anthony Joshua. (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. China Says It Doesn’t Want to Replace U.S. as ‘Boss of World’ (Bloomberg)
  2. Mexico’s Economy Minister to meet Wilbur Ross over U.S. tariff threat (Reuters)
  3. Beyond the China-U.S. Trade War (Ray Dalio)
  4. Episode 917: Quit Threat! (NPR Planet Money)
  5. The renaissance of Neapolitan pizza (Economist)
  6. Driving Formula E’s game-changing electric racecar (The Verge)
  7. Business Booms & Depressions: 1775-1943 (A Wealth of Common Sense)
  8. Reid Hoffman: ‘You Can’t Just Sit on the Sidelines’ (New York Times)
  9. Mansion Bust: Hamptons Estate Sells For 46% Discount ZeroHedge)
  10. China securities regulator says trade war impact on markets is controllable (Reuters)