Category: What I’m Reading Today

1. Semiconductor rally faces a ‘collapse’ as chip demand breaks down, economic forecaster Lakshman Achuthan warns (CNBC)
2. Lyft to Seek Valuation of Up to $23 Billion in Its IPO (Wall Street Journal)
3. Apple’s Big Spending Plan to Challenge Netflix Takes Shape (New York Times)
4. Why do 3% of Harvard MBAs make 10x as much as the other 97% combined (paragraph #2)? (Hedge Fund Tips)
5. At Hedge Fund That Owns Trump Secrets, Clashes and Odd Math (Bloomberg)
6. 4 Energy Stocks to Buy With at Least 60% Implied Upside (24/7 Wall Street)

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1. Irish Eyes Shine on Market Last 25 Years, but Monday After Sunday St. Patrick’s Day Weaker (Stock Trader’s Almanac)
2. “Charlie Munger called me after reading a copy of this book and was adamant I get it made into a movie” (ValueWalk)
3. Live and Let Charge: James Bond Will Drive an Electric Aston Martin in the Next Film (Robb Report)
4. The Secret History of ‘The Godfather’ (Men’s Journal)
5. Morgan Stanley Picks 30 Stocks for 2021 (24/7 Wall Street)
6. MIB: Matthew Granade, Point72 Asset Management (The Big Picture)
7. Hedge Fund and Insider Trading News: Coltrane Asset Management, Land & Buildings Investment Management, Tiger Global Management, Twenty-First Century Fox Inc (FOX), Hyster-Yale Materials Handling Inc (HY), and More (Insider Monkey)
8. The Canary In The Semiconductor-Chip Fab (ZeroHedge)
9. Buying A College Degree: Did Aunt Becky Overpay? (NPR Planet Money)
10. Trusting your instincts is lazy: Poker pro Liv Boeree on Big Think Edge (Big Think)
11. Selling China Short (Project Syndicate)
12. The Twenty Craziest Investing Facts Ever (The Irrelevant Investor)
13. Smartphones, Electric Cars, and Green Buildings Need a Better Battery. This MIT-Trained Scientist Just Might Have Built 1 (Inc)
14. Self-Docking Boats Are Coming Soon (Popular Mechanics)
15. Bespoke Beauty, Supercar Style: Behind the Wheel of the Wicked McLaren 720S Unveiled in New Video (JustLuxe)
16. Fed looks to avoid crossed signals at policy meeting (Reuters)
17. Make Smart(er) Decisions And Avoid Bad Ones (Farnam Street)

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1. The Coal Miner Who Bet Everything on U.S. Power Markets and Lost (Bloomberg)
2. Hedge Funds Versus Analysts: Corn Predictors Are Squaring Off (Bloomberg)
3. Wall Street’s biggest Nvidia bull and bear debate how crypto, data-center competition, and the China slowdown will impact the chip giant (Business Insider)
4. Apple infringed three Qualcomm patents, jury finds (Reuters)
5. The Bearish Aftermath Of Quad Witching (QuantifiableEdges)
6. Elon Musk: $47,000 Model Y SUV “Will Ride Like a Sports Car” (Futurism)
7. U.S. natural gas production hit a new record high (EIA)
8. Safi Bahcall — On Thinking Big, Curing Cancer, and Transforming Industries (Tim Ferriss Podcast)
9. Europe turns its concerns to China’s growing clout as Xi visits (CNBC)
10. Opinion: Brace yourself for the coming spike in the VIX (MarketWatch)
11. 2019 Energy Roundtable: The Outlook Brightens for Oil Stocks (Barron’s)
12. Solar Stocks Get Their Power Back (Barron’s)
13. Who Wants to See a Movie About High-Frequency Trading? High-Frequency Traders (Wall Street Journal)
14. Trump seems hell-bent on a 2020 matchup with Beto O’Rourke (Vanity Fair)
15. Lyft’s IPO Roadshow: What You Need To Know (Benzinga)
16. North Korea Threatens to Exit Nuclear Talks (Wall Street Journal)
17. The Quantum Computers in Our Future (Wall Street Journal)

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1. CVS Stock Set a New Low, but Chairman David Dorman and 3 Other Insiders Are Buying (Barron’s)
2. Stock investors wonder whether the bond market knows something they don’t (CNBC)
3. Gilead Stock Could Surge to $84, Says Analyst (Barron’s)
4. MPs vote to delay Brexit (Business Insider)
5. Adobe Earnings Beat Goal For First Quarter, But Outlook Misses (Investor’s Business Daily)

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1. Our article Bull Vs. Bear Death Match! Yield Curve Vs. Earnings is “Editor’s Choice” on TalkMarkets today: (TalkMarkets)
2. Tesla to reveal Model Y tonight: Elon Musk bets big on new electric SUV (USA Today)
3. Deeper Cracks in China’s Housing Foundations (Wall Street Journal)
4. Diamondback Energy Stock’s Rally Has Stalled, but One Top Exec Is Buying (Barron’s)
5. Six Flags Stock Is at a Multiyear Low, but One Insider Is Buying It (Barron’s)
6. U.S. weekly jobless claims increase more than expected (Reuters)
7. Deutsche Bank Internet Analyst Has 3 Top Stocks to Buy Now (24/7 Wall Street)
8. China industrial output growth falls to 17-year low, more support steps expected (Reuters)
9. A Trump-Xi meeting on trade is reportedly being pushed back until at least April (Business Insider)
10. Factors Don’t Always Work As Research Suggests. Here’s Why. (Barron’s)

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1. Hedge Fund and Insider Trading News: Warren Buffett, Alan Howard, Nelson Peltz, Range Resources Corp (RRC), Randolph Bancorp Inc (RNDB), and More: Insider Monkey
2. Theresa May’s Brexit deal is rejected again: Here’s what happens next (CNBC)
3. GOLDMAN SACHS: There’s a big misconception surrounding the impact of Trump’s tax cuts (Business Insider)
4. Byron Wien: Recovery or Recession (Blackstone)
5. Billionaire Nelson Peltz is getting into the cannabis business (ACB) (Business Insider)

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1. Doomed with Democrats, Trump’s budget boosts Pentagon, targets safety net (Reuters)
2. Jefferies Says Buy 4 Top Tech Stocks Now as Q1 Winds Down (24/7 Wall Street)
3. There’s No Sugarcoating Corporate Debt (Bloomberg)
4. The Bull Market Actually Isn’t 10 Years Old (Bloomberg)
5. Three Hedge Fund Favorites Command Your Attention: Taking Stock (Bloomberg)
6. S. Core Inflation Unexpectedly Cools on Autos, Drug Prices (Bloomberg)
7. For These Investors, It’s A ‘Very Attractive Time’ For Energy Assets (Investor’s Business Daily)
8. Turkey Enters Recession, a Blow for Erdogan as Elections Near (New York Times)
9. Carl Icahn increases stakes in Caesars (European Gaming)

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1. China Grounds Boeing 737 Max Jets After Second Deadly Crash Raises Concerns (Investor’s Business Daily)
2. Elizabeth Warren Targets Amazon, Facebook, and Google With Breakup Plan (Barron’s)
3. Warren Buffett’s Berkshire Hathaway Bought Even More Delta Stock (Barron’s)
4. How to Work From Home With Children (New York Times)
5. May Said to Be Weighing Options for Tuesday Vote: Brexit Update (Bloomberg)
6. Wall Street hasn’t been this bearish on Apple in 15 years (CNBC)
7. Nvidia is buying Mellanox Technologies in a $6.9 billion deal (NVDA) (Business Insider)
8. How Kraft Heinz Ate Its Seed Corn (Wall Street Journal)
9. 5 Fallen Angel Stocks Could Be Huge Winners Down the Road (24/7 Wall Street)
10. Exclusive: Occidental emerges as heavy hitter in oil export boom (Reuters)

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1. RecessionAlert Weekly Leading Index Update (Advisor Perspectives)
2. 5 Misconceptions About The Chinese Economy (NPR Planet Money)
3. Guy Kawasaki – Lessons from a Life (Tech Nation)
4. Liechtenstein, the magic princedom (The Economist)
5. How AI Will Rewire Us (The Atlantic)
6. The Brexit Endgame (New Yorker)
7. What Happens After You Win? (The Irrelevant Investor)
8. What To Watch Next With Chinese Trade Negotiations (Podcast) (Bloomberg)
9. It’s the end of the world as we know it (The Reformed Broker)
10. Taylor Swift: Being polite can lead to ‘some of your life’s worst regrets’ (CNBC)
11. We asked the biggest Netflix bull and bear on Wall Street the same 5 questions. (Business Insider)

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