Category: What I’m Reading Today

1. Offshore Oil Drilling Stocks Are Energy Bargains (Barron’s)
2. Is This a Photo of the New Tesla Model S? (Bloomberg)
3. The US added 20,000 jobs in February, the fewest since 2017 (Business Insider)
4. The Bull Market’s Greatest Feat? Sowing Doubt (New York Times)
5. Powell’s ‘60 Minutes’ message to stress Fed independence and efforts to support average American (MarketWatch)
6. Bond Investors Are Daring to Whisper About a Return to Fed QE (Bloomberg)
7. Week in review: How Trump’s policies moved stocks (The Fly)
8. Hedge Fund and Insider Trading News: Edward Lampert, Crispin Odey, CQS Cayman LP, Voce Capital Management, Encompass Health Corporation (EHC), Arconic Inc (ARNC), Equifax Inc. (EFX), and More (Insider Monkey)

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1. US officials say they will investigate the risky $1.6 trillion ‘leveraged loan’ market (Business Insider)
2. Americans are struggling with their credit card debts, and 2 million accounts fell seriously behind in 2018 (Business Insider)
3. Chinese exports slump as slowdown deepens (MarketWatch)
4. Costco Earnings Crush Views, Same-Store Sales Strong; Stock Rises (Investor’s Business Daily)
5. Blackjack dealer charged with helping gamblers cheat (New York Post)
6. China’s $345 Billion Stock Rout Shows Beijing’s Fear of Bubbles (Bloomberg)
7. A Hedge Fund Steps Into Nigeria’s $9 Billion Corporate Dispute (Bloomberg)
8. ECB warns markets not to expect a hike before 2020 as it announces fresh stimulus for ailing European economy (Business Insider)
9. Mar-A-Lago Summit Delayed As Beijing Gets Cold Feet On Trade Deal (ZeroHedge)
10. Why 4 Exploration and Production Energy Stocks May Be Takeover Targets (24/7 Wall Street)

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1. Hedge Fund and Insider Trading News: John Paulson, Kyle Bass, Tom Steyer, Wayfair Inc (W), Wyndham Destinations Inc (WYND), and More (Insider Monkey)
2. Warren Buffett’s investing strategy helped one man turn $1,000 into $2 million (CNBC)
3. Euro sinks as ECB’s Draghi slashes growth forecasts and announces cheap loans for banks (CNBC)
4. COLUMN-Fed’s next move more likely to be a cut in interest rates: Kemp (Reuters)
5.  Top Wall Street Strategist Turns Positive on 4 Leading Materials Stocks (24/7 Wall Street)

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1. CenturyLink Backlash May Have Gone Too Far, Analyst Says: Barron’s
2.  Forbes list: Bezos on top, Zuckerberg tumbles and Kylie Jenner makes history (New York Post)
3. Facing Slowing Economic Growth, China’s Premier Promises Relief for Business (New York Times)
4. China Won’t Make Big Concessions on Trade Deal, Ex-Minister Says (Bloomberg)
5. GE shares tumble as CEO Culp says cash flow will be negative in 2019, power unit to struggle more (CNBC)
6. Nio stock sinks, as investors spooked by earnings miss, delivery slowdown (MarketWatch)
7. China’s February exports seen falling most in two years, imports down again: Reuters Poll (Reuters)
8. Buy Ingersoll-Rand Stock Now, Goldman Sachs Says (Barron’s)
9. For Many Girls, Figure Skating Loses Its Edge to Hockey (Wall Street Journal)
10. Chevron, Exxon Mobil Tighten Their Grip on Fracking (Wall Street Journal)

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1. Hayman Capital’s Kyle Bass predicts US interest rates will head back to zero in 2020 (CNBC)
2. Salesforce: Gravity Still Applies (Wall Street Journal)
3. China just slashed its target for economic growth (Business Insider)
4. Why 3 Major Energy Companies Should Be Huge LNG Winners (24/7 Wall Street)
5. Trump scraps trade privilege for India; Delhi plays down impact (Reuters)
6. China to slash taxes, boost lending to prop up slowing economy (Reuters)
7. The Netflix of China Might Just Be Wishful Thinking (Barron’s)
8. At 21, Kylie Jenner Becomes The Youngest Self-Made Billionaire Ever (Forbes)
9. Look “under the hood” of Hedge Fund “Trade Tips”® service with our new (short) webinar (YouTube)
10. At $12.5 Million This Bugatti Is the Most Expensive New Car Ever (Bloomberg)

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1. U.S., China Close In on Trade Deal (Wall Street Journal)
2. Elon Musk, Tesla to unveil next vehicle, the Model Y crossover, on March 14 (USA Today)
3. The US just officially hit the debt ceiling (Business Insider)
4. Boeing could bring the Dow to a hard landing (MarketWatch)
5. Strange Bedfellows: Office Depot and Alibaba team up to tap small and medium businesses (Reuters)
6. Billionaires Are On the Hunt for New Underground Cobalt (Bloomberg)
7. 5 Stocks to Buy Now That Low-Turnover Hedge Funds Love (24/7 Wall Street)
8. The Bomb That Blew Up in 2008? We’re Planting Another One (Bloomberg)
9. Kinder Morgan Co-Founder Is on a Stock-Buying Spree (Barron’s)
10. Ray Dalio (Bridgewater) financing amazing underwater discoveries (YouTube)

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1. The Most Underrated And Unappreciated Superpower That Successful People Possess (Forbes)
2. Activist Investor Elliott Takes Majority Control of Troubled Trucker Roadrunner (Wall Street Journal)
3. Look “under the hood” of Hedge Fund “Trade Tips”® service with our new (short) webinar (YouTube)
4. Howard Marks LIVE (Replay) with Barry Ritholtz (Podcast) (Bloomberg)
5. Why You Should Think Twice About ‘Free’ Funds (Wall Street Journal)
6. Ferrari F8 Tributo: Ferrari’s Latest Mid-Engine V8 Supercar Will Remain The Benchmark (Forbes)
7. Canada approves Huawei extradition proceedings, China seethes (Reuters)
8. Hedge Fund and Insider Trading News: Steve Eisman, Carl Icahn, Voce Capital, New Residential Investment Corp (NRZ), ImmunoGen, Inc. (IMGN), and More (InsiderMonkey)
9. Boeing Just Revealed the ‘Loyal Wingman’ Fighter Drone—For Australia (The Daily Beast)
10. Nevis Is a Zen Paradise—and One of the Best Undiscovered Caribbean Islands (Men’s Journal)
11. The Upsetting Real Story Behind The Afghan Girl National Geographic Cover (digg)
12. The recent spike in tensions between India and Pakistan, explained (VOX)
13. A Guide to Using Sauna to Increase Your Health and Longevity (Medium)
14. The Perfect Pair of Pants Is Just a 3D Body Scan Away (Wired)
15. Bill Gates: A Billion Dollars Won’t Make You Happy, but This Will (Inc.)
16. Reading One Book a Week Won’t Make You Successful (Entrepreneur)
17. Justin Trudeau Faces His Most Explosive Crisis Yet (Time)
18. Baker Hughes: US rig count down 9 units for the week (Oil & Gas Journal)
19. TRUMP: THE FIRST MMT PRESIDENT (The Macro Tourist)
20. The End of Economics? ()
21. Trump says strong dollar hurting U.S. competitiveness (Reuters)

 

 

 

1. See our latest thoughts in MarketWatch article, “How bullish investors could steer this stock-market run right off the road” (MarketWatch)
2. See our latest article on ZeroHedge, “Earnings Estimates DOWN, Price UP. What’s NEXT?” (ZeroHedge)
3. ISM manufacturing index hits lowest level since November 2016 (CNBC)
4. Dudley says Fed might not be done raising interest rates this year (MarketWatch)
5. Consumer spending posts biggest drop since 2009, but decline may be exaggerated (MarketWatch)
6. Why Big Pharma Is Diving Into Gene Therapy ()
7. Amazon reportedly plans to launch new grocery chain (New York Post)
8. In This Oil Boom Town, Even a Barber Can Make $180,000 (Wall Street Journal)
9. More Americans Are Back at Work Making Stuff (Wall Street Journal)
10. 2020 McLaren 600LT Spider: The ‘Attainable’ Supercar (Wall Street Journal)
11. The Bill Gross You Didn’t Know: Taxes, Deficits and Asperger’s (Bloomberg)
12. Tesla’s $35,000 Model 3 is coming – here’s what Wall Street is saying (Business Insider)
13. SpaceX launches Crew Dragon capsule to the space station in milestone test for NASA astronauts (CNBC)
14. Week in review: How Trump’s policies moved stocks (TheFly)
15. Warren Buffett Bets Big On StoneCo — Why This Profitable IPO Stock Should Be On Your Radar (Investor’s Business Daily)
16. Southwest Airlines Sues Mechanics in Labor Dispute (New York Times)
17. The Extreme Persistence Of The Current SPX Rally (QuantifiableEdges)
18. North America Put More Robots to Work in 2018 Than Ever Before (Futurism)
19. Goldman Sachs Newest Favorite Stocks for Serious Upside in 2019 (24/7 Wall Street)
20. US Auto Sales Tumble To 18 Month Low As SUV Demand Hits A Brick Wall (ZeroHedge)

 

1. One of Wall Street’s Most Popular Trading Strategies Is Now Failing (Bloomberg)
2. Trade of the Day: Boeing Stock Hits Record Overbought Level (Yahoo)
3. Trump warns he could abandon China trade deal as advisers tout progress (Reuters)
4. Tesla stock soft after Elon Musk warns it won’t be profitable in Q1 (Business Insider)
5. Tesla announces long-promised $35,000 Model 3 (USA Today)
6. These two charts suggest the rally could go from good to bad in the short term (CNBC)
7. Uber and Lyft Said to Offer Drivers a Chance to Participate in I.P.O.s (New York Times)
8. Mattel Insiders Are Buying Up the Toy Maker’s Stock (Barron’s)
9. Gap to Split Into Two Public Companies (Wall Street Journal)
10. David Einhorn, hedge-fund manager says he will make fewer, bigger bets (Wall Street Journal)

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1. “Sometimes You Have To Walk”: Hanoi Summit Ends In Disarray As Trump Balks At Kim Demands For Sanctions Relief (Zero Hedge)
2. Never Before Has the Fate of Hedge Funds Turned on So Few Stocks (Bloomberg)
3. KKR, After Nailing the Rally in Stocks, Says It’s Time to Lighten Up (Bloomberg)
4. Auto loan delinquencies rise as the cost of monthly payments hit record high (CNBC)
5. U.S. trade chief sees long-term China challenges, continued tariff threat (Reuters)
6. A Stock-Market Forecasting Tool That Actually Works (MarketWatch)
7. U.S. Marijuana Retailer MedMen Burns Cash as Sales Grow (Barron’s)
8. Dalio Says Fed Pivot Means He’s Less Worried About Recession (Bloomberg)

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