Be in the know. 10 key reads for Wednesday…

  1. Fed may cut rates if inflation keeps disappointing: Bullard (Reuters)
  2. China would see ‘blue skies ahead’ if it accepts all US demands, Fed’s Bullard says (CNBC)
  3. Southwest Airlines Mechanics Approve Contract, Ending Long Impasse (New York Times)
  4. Fed Might Shed Clues on Debate Around Rate Cut: Minutes Preview (Bloomberg)
  5. George Soros made 8 predictions about politics, financial markets, and Facebook – here’s how they turned out (Business Insider)
  6. Eli Lilly’s Insulin Lispro Injection available at half the list price of Humalog (MarketWatch)
  7. ‘Door is still open’ for trade talks with U.S., Chinese ambassador says (MarketWatch)
  8. Don’t Take the Dow’s Bull Market for Granted (Barron’s)
  9. A Tale of Two Yield Curves (Wall Street Journal)
  10. Coca-Cola is bringing back New Coke in honor of ‘Stranger Things’ (CNN Business)

Be in the know. 10 key reads for Tuesday…

  1. Beyond Meat Wipeout Seen by Kazakh Who Nailed Facebook (Bloomberg)
  2. Piper, confident in Street-high Dupixent estimates, says buy Regeneron (TheFly)
  3. What’s Wrong With DowDuPont Stock? It’s Complicated (Barron’s)
  4. DuPont plans $2 billion share buyback after spin off (Reuters)
  5. Everyone Hates Health-Care Stocks. Buy Them Anyway. (Wall Street Journal)
  6. The Market Thinks CVS Investor Day Will Be a Snooze. What If It’s Wrong? (Barron’s)
  7. Trade war’s ‘wall of worry’ will spark a year-end rally, Wall Street bull Jim Paulsen says (CNBC)
  8. Google reverses decision to cut ties with Huawei after US eases trade restrictions (CNBC)
  9. Opinion: Reports of an overheated IPO market are greatly exaggerated (MarketWatch)
  10. Home Depot (HD) Tops Q1 EPS by 8c, U.S. Comps Rise 3%; Reaffirms FY19 (Street Insider)

Be in the know. 10 key reads for Monday…

  1. The trade war could be losing its power to frighten this battle-tested stock market (CNBC)
  2. Japan’s economy surprised everyone by growing last quarter (Business Insider)
  3. JPMorgan’s quant guru explains why stocks could surge. (Business Insider)
  4. Stock futures drop on concerns over spiraling fallout of Huawei crackdown (Reuters)
  5. Deere’s Trouble in the Fields Won’t Last (Wall Street Journal)
  6. Dollar holds firm as market awaits Fed minutes; Aussie shines (Street Insider)
  7. Which states have the highest and lowest property taxes? (USA Today)
  8. Facebook finally revealed what its secretive robotics division is working on, and it could spark new competition with rivals like Google and Apple (Business Insider)
  9. Billionaire Mark Cuban says these 2 sentences are the best advice he’s ever gotten (Business Insider)
  10. A lot of Fed activity this week – with two speeches today (including Powell): (Federal Reserve)

 

Be in the know. 20 key reads for Sunday…

  1. Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor (Insider Monkey)
  2. Hedge Fund Investor Letters 2019 Q1 (Insider Monkey)
  3. ECRI Weekly Leading Index Update (Advisor Perspectives)
  4. Exclusive: Saudi’s Falih says sees no oil shortage, but OPEC to act if needed (Reuters)
  5. The Best-Designed Building in Every U.S. State (Architectural Digest)
  6. Meet Lamborghini Urus, the Ultraluxe SUV of Your Dreams (Men’s Journal)
  7. The 33 People, Places and Things You Need to Know Now (Robb Report)
  8. American life is improving for the lowest paid (The Economist)
  9. CVS Wants to Make Your Drugstore Your Doctor (Fortune)
  10. The Formula For A Happy Life (Forbes)
  11. On Again/Off Again Tariffs & It’s a Pre-Election Year (Almanac Trader)
  12. Episode 407: A Mathematician, The Last Supper, And The Birth Of Accounting (NPR Planet Money)
  13. Resonance: How to Open Doors For Other People (Farnam Street)
  14. 2020 McLaren 600LT Spider first drive review: Drop-top track star (CNET)
  15. 40 Entrepreneurs Share Their Secrets to Staying Focused (Entrepreneur)
  16. The Best James Bond Movie Cars—Ranked (Reader’s Digest)
  17. The Fund Industry in Charts (A Wealth of Common Sense)
  18. How Aldi’s frugal, reclusive founders turned a corner grocery store into a $38 billion fortune (CNBC)
  19. Novak Says too Soon to Discuss Oil-Cut Options: OPEC+ Update (Bloomberg)
  20. Australian Dollar to Strengthen After Morrison Clings to Power (Bloomberg)

Be in the know. 15 key reads for Saturday…

  1. Fund Managers’ Current Asset Allocation – May (The Fat Pitch)
  2. Exclusive: ‘John Wick’ Stuntmen On Training Keanu Reeves And Filming Extreme Action Scene (Maxim)
  3. Exclusive: U.S. may scale back Huawei trade restrictions to help existing customers (Reuters)
  4. Trump declares some auto imports pose national security threat (Reuters)
  5. Trump Lifts Metal Tariffs and Delays Auto Levies, Limiting Global Trade Fight (New York Times)
  6. Opinion: Crowd psychology says this ‘fool’s rally’ in stocks could fool bears (MarketWatch)
  7. 5 Cheap Stocks to Ride Out the Trade War (Barron’s)
  8. Nordstrom Stock Is Now a Can’t-Miss Bargain (Barron’s)
  9. ‘No One Wants to Give In’: Rally Riches Too Tempting to Abandon (Bloomberg)
  10. ‘It’s Not Age That Ends an Expansion.’ Why the U.S. Economy Will Keep Humming. (Barron’s)
  11. U.S. Seeks to Resolve Other Trade Disputes Amid China Impasse (Wall Street Journal)
  12. Guess Who Got Rich off Uber’s Train-Wreck I.P.O.? (Vanity Fair)
  13. Nvidia’s ‘crypto overhang’ appears to be over. Here’s what Wall Street is saying about Nvidia’s Q1 results. (Business Insider)
  14. As Trade War Rages, China’s Sway Over the U.S. Fades (New York Times)
  15. Michael Lewis Makes Boring Stuff Interesting (Wall Street Journal)

 

 

 

 

Be in the know. 8 key reads for Friday…

  1. Jeopardy! Champ James Holzhauer on Why His ‘Strategically Aggressive’ Gameplay Paid Off (Vulture)
  2. The trade war will be a ‘pain’ for Apple’s earnings, Nomura Instinet says, cutting estimates (CNBC)
  3. Sony stock leaps on buybacks, partnership (New York Post)
  4. Fed Officials Sound an Alarm, Worrying Weak Inflation Could Last (New York Times)
  5. 8 things to know about the new TWA Hotel at JFK Airport from retro themes to day passes (USA Today)
  6. The Allure of Japanese Stocks (Barron’s)
  7. Trump delays car tariffs for 6 months (Business Insider)
  8. ‘John Wick: Chapter 3—Parabellum’ Review: Elegant Escapism (Wall Street Journal)

Be in the know. 10 key reads for Thursday…

  1. Jefferies Has 4 Top Value Stocks to Buy With Big Implied Upside (24/7 Wall Street)
  2. Walmart earnings beat as investments fuel sales growth, retailer in ‘good position’ to hit 2019 goals (CNBC)
  3. Big Biotech Needs Big M&A to Boost Their Beaten-Down Stocks (Barron’s)
  4. Cisco stock rises as earnings, revenue forecast top Street estimates amid tariffs (MarketWatch)
  5. Uber stock rises after NLRB rules drivers are not employees (New York Post)
  6. Huawei Is a Target as Trump Moves to Ban Foreign Telecom Gear (New York Times)
  7. 15 commercial products invented by the military include GPS, duct tape and Silly Putty (USA Today)
  8. 13 Dirt Cheap Dividend Stocks Valued Under 10 Times Earnings (24/7 Wall Street)
  9. Regeneron and Sanofi report results for Libtayo in squamous cell carcinoma (TheFly)
  10. Why China Won’t Dump Its Hoard of U.S. Treasuries (Barron’s)

 

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)