Category: What I’m Reading Today

Be in the know. 5 key reads for Wednesday

  1. Among the world’s 20 fastest growing retailers, Amazon just ranks at No. 4 (USA Today)
  2. Regeneron says FDA approves EYLEA injection for diabetic retinopathy (TheFly)
  3. No easy options for China as trade war, U.S. pressure bite (Reuters)
  4. Four reasons why the bears are wrong about a second-half slump: J.P. Morgan (MarketWatch)
  5. Alibaba’s stock surges after earnings and revenue rise, beat FactSet expectations (MarketWatch)

Be in the know. 10 key reads for Tuesday…

  1. The Real Story of the Dutch Tulip Bubble Is Even More Fascinating Than the Myth You’ve Heard (Barron’s)
  2. Small-business optimism index climbs to four-month high in April: NFIB (MarketWatch)
  3. Fed’s Williams says policymakers need to better prepare for lower interest rate world (Reuters)
  4. Crude Oil Prices Rise As Saudi Arabia Reports Drone Attacks On Pump Stations (Investor’s Business Daily)
  5. Moore’s Law Was Just the Beginning, Says This Growth Stock Investor (Barron’s)
  6. The Fusion Reactor Next Door (New York Times)
  7. Walmart Matches Amazon With Free One-Day Shipping on Many Items (Bloomberg)
  8. Trump defends China trade battle, vows deal will happen (Reuters)
  9. Howard Stern says he has changed.  How much? (New York Times)
  10. With Oil Still Over $60 and Summer Coming, Top Energy Stocks Are a Steal Now (24/7 Wall Street)

Be in the know. 6 key reads for Monday…

  1. The inside story of why Amazon bought PillPack in its effort to crack the $500 billion prescription market (CNBC)
  2. Tariff War Impact: 20-30 basis points (0.20%-0.30%) hit to U.S. GDP.  Not ideal, but not the biggest deal either (MarketWatch)
  3. China raising tariffs on $60 billion in US goods (New York Post)
  4. How Much Money Do You Need to Be Wealthy in America? (Bloomberg)
  5. Billionaire Superyacht Showdown: Who’s Who At The 2019 Cannes Film Festival (Forbes)
  6. Mark Zuckerberg responds to cofounder’s call to break up Facebook, says it wouldn’t help anything (9to5Mac)

Be in the know. 10 key reads for Sunday…

  1. Drake Has Turned a Massive 767 Cargo Plane Into a $185 Million Flying Oasis Named ‘Air Drake’ (People)
  2. Impossible Burger 2.0: Where to buy, availability, taste, price (CNET)
  3. How asteroid mining will save the Earth — and mint trillionaires (Mashable)
  4. Amazon Prime’s one-day shipping is already rolling out (The Verge)
  5. Renaissance Paragone: An Ancient Tactic for Getting the Most From People (Farnam Street)
  6. The Russian Revolution and Bond Bubbles (Podcast) (Bloomberg)
  7. An Entire 3D-Printed Neighborhood Will Be Constructed in 24 Hours (Popular Mechanics)
  8. Gundlach Slams Fed for Putting Brakes on Rate Hikes (CIO)
  9. Trump tells China to ‘act now’ on trade or face a ‘far worse’ deal in his second term (CNBC)
  10. Mercedes have discussed Ferrari move with Hamilton: Wolff (Reuters)

Be in the know. 20 key reads for Saturday…

  1. China Names Its Trade-Deal Price as Trump Sets Month Deadline (Bloomberg)
  2. Fed’s Bostic: Higher tariffs could result in interest-rate cuts if consumer spending suffers (MarketWatch)
  3. UPS Stock Is Poised to Deliver. Here’s Why (Barron’s)
  4. J.B. Hunt Stock Is a Bargain Play in Intermodal Shipping (Barron’s)
  5. We Tested 50 Men’s Hair Products. Here Are the Best (Wall Street Journal)
  6. ‘Titans’ missing from Las Vegas hedge fund conference (New York Post)
  7. Warren Buffett’s tribute to a legendary investor reveals 3 secrets to living an extraordinary life (CNBC)
  8. Pound Volatility a Bargain for Investors Eyeing Brexit Breakout (Bloomberg)
  9. CBI Hits 10+ While $SPX is in a Long-Term Uptrend (QuantifiableEdges)
  10. Big Little Lies Season 2 Might Somehow Be Even More Tense Than Season 1 (Vanity Fair)
  11. This Physicist Is Using Mayonnaise to Study Nuclear Fusion (Futurism)
  12. What Warren Buffett’s Teacher Would Make of Today’s Market (Wall Street Journal)
  13. Don Felder Discusses the Business of Rock and Roll (Podcast) (Bloomberg)
  14. Hedge Fund and Insider Trading News: Michael Platt, Jeff Smith, Daniel Loeb, Anthony Scaramucci, Ultra Clean Holdings Inc (UCTT), Opko Health Inc. (OPK), and More (Insider Monkey)
  15. New Lease Accounting: Why Is It Important For Investors And Analysts? (Value Walk)
  16. These 9 Spectacular Watches and Clocks Are the Top Lots at Geneva’s Spring Auctions (RobbReport)
  17. Flying Taxis Are Coming. Here Are 5 That Are About to Take Off (Robb Report)
  18. Where Top Chefs Go for the Best Late-Night Bites and Booze (Men’s Journal)
  19. Is ‘John Wick: Chapter 3’ A Worthy Sequel? Here’s What The Reviews Have To Say (digg)
  20. Amazon Is Selling a DIY Guest House You Can Build in 8 Hours (Maxim)

Be in the know. 12 key reads for Friday…

  1. 3M Stock Crashed After Earnings, but One Director Just Bought Shares (Barron’s)
  2. “All I’m Thinking Is, ‘I’m Going to Die'”: Howard Stern Reveals Cancer Scare, Trump Regrets and Details of a Dishy New Book (Hollywood Reporter)
  3. Prescription Opioid Use Plummeted Most on Record Last Year ()
  4. US tariffs on China jump as deadline passes, China immediately says it will retaliate (CNBC)
  5. Fox unveils ‘insanely simple’ business model at Investor Day (New York Post)
  6. Horseman Capital’s Russell Clark has been bearish for more than seven years. And if he’s wrong? “This could be my farewell interview,” he says. (Bloomberg)
  7. Occidental Petroleum Emerges With the Prize in a Takeover Fight (New York Times)
  8. An increasing number of economists think a rate cut is coming (Business Insider)
  9. SEC Moves to Ease Audits for Smaller Companies (Wall Street Journal)
  10. Tiger Woods Has Become His Own Greatest Coach (Wall Street Journal)
  11. Hedge Funds No Longer Stars of Their Flashiest Conference (Wall Street Journal)
  12. Fed wants to target interest rates on longer term securities in next downturn (after short-rates hit zero): (Federal Reserve)

 

Be in the know. 8 key reads for Thursday…

  1. Trump: China ‘broke the deal’ in trade talks (CNBC)
  2. Showtime’s 4-part Wu-Tang Clan documentary is so epic RZA calls it the ‘bible’ of the band (Business Insider)
  3. China Threatens Trump With Countermeasures Over Trade (Forbes)
  4. Taylor Swift’s ‘Me!’: Five Major Chart Achievements The Song Managed This Week (Forbes)
  5. US weekly jobless claims fall less than expected (CNBC)
  6. Is Charlize Theron Getting Her Own Fast & Furious Spin-Off? (MovieWeb)
  7. Trump’s tweet about Workhorse sent its stock soaring on news the electric-truck company is in talks to buy a GM assembly plant in Ohio (Business Insider)
  8. Facebook co-founder says Zuckerberg ‘not accountable,’ calls for government break up (NBC)

 

 

Be in the know. 8 key reads for Wednesday…

  1. Hedge Fund and Insider Trading News: David Einhorn, Warren Buffet, Elliot Management, Tesla Inc (TSLA), Annaly Capital Management (NLY), and More (Insider Monkey)
  2. SAP CEO welcomes ‘fantastic’ activist shareholder Elliott (Reuters)
  3. An Old Tax Dodge for the Wealthy Is Making a Comeback (Barron’s)
  4. Real Estate’s Latest Bid: Zillow Wants to Buy Your House (New York Times)
  5. China Defaults Hit Record in 2018. 2019 Pace Is Triple That (Bloomberg)
  6. ‘Smart Beta’ Might Not Be So Smart After All (Bloomberg)
  7. Why Amazon Is Gobbling Up Failed Malls (Wall Street Journal)
  8. Exclusive: China backtracked on nearly all aspects of U.S. trade deal – sources (Reuters)

Be in the know. 7 key reads for Tuesday…

  1. From Gundlach to Sundheim: Sohn Conference’s 2019 Trade Ideas (Bloomberg)
  2. China vice premier going to U.S. for trade talks despite Trump threats (Reuters)
  3. The Federal Reserve’s Misstep and How to Bet on It, According to Bond King Jeffrey Gundlach (Barron’s)
  4. Federal Reserve Warns as Risky Corporate Debt Exceeds Peak Crisis Level (New York Times)
  5. Walmart is opening dozens of veterinary clinics in its stores and launching an online pet pharmacy ()
  6. German manufacturing orders miss forecasts (MarketWatch)
  7. Humana (HUM) is Prepared to Explore Friendly Takeover of Centene (CNC) – Sources (StreetInsider)

Be in the know. 7 key reads for Monday…

  1. Happy birthday, Gordon Gekko (MarketWatch)
  2. Warren Buffett’s Case for Capitalism (DealBook)
  3. Trump Threatens China With More Tariffs Ahead of Final Trade Talks (New York Times)
  4. China trade team still preparing to go for talks after Trump cranks up pressure (Reuters)
  5. Buffett says Berkshire plans to ‘put a lot of money’ into energy (MarketWatch)
  6. Biogen Stock Is Near a Multiyear Low. The CEO and a Hedge Fund Bought Millions. (Barron’s)
  7. Warren Buffett Talks Buybacks, Succession, Bitcoin, and 5G at the Berkshire Annual Meeting ()