Category: What I’m Reading Today

Be in the know. 10 key reads for Thursday…

  1. Allianz’s Mohamed El-Erian: When central banks don’t understand the markets, watch out (MarketWatch)
  2. Berkshire Hathaway shares are trailing the S&P 500 over the last one, five, 10 and 15 years (CNBC)
  3. Dalio Says Something Like MMT Is Coming, Whether We Like It Or Not (Bloomberg)
  4. Get ready for an IPO bonanza. These 16 companies are set to go public in the next 9 days. (Business Insider)
  5. U.S. Fed sees no strong case for hiking or cutting rates (Reuters)
  6. Here’s what New Yorkers think about the Impossible Burger (New York Post)
  7. 3 Health-Care Stocks With Growing Dividends (Barron’s)
  8. These 2 Drug Giants Just Topped Earnings Views (Investor’s Business Daily)
  9. CVS Shares Are on the Mend (Wall Street Journal)
  10. Tesla offers $650M of shares, $1.35B of notes to ‘strengthen’ balance sheet (TheFly)

 

Be in the know. 10 key reads for Wednesday…

  1. Third Point’s Q1 2019 Investor Letter (Insider Monkey)
  2. Bridgewater Associates’s Research Report – Peak Profit Margins? – A US Perspective (Insider Monkey)
  3. Americans Are Shopping Again, and That’s Good News for the Economy (Barron’s)
  4. Vitamin B-12 Deficiency: The Serious Health Problem That’s Easy To Miss (Wall Street Journal)
  5. Warren Buffett Backs Occidental’s Bid for Anadarko With $10 Billion Investment (New York Times)
  6. Trump pushes Fed to lower interest rates in series of tweets (USA Today)
  7. Trump, Democrats agree to spend $2 trillion on U.S. infrastructure (Reuters)
  8. ‘Long Shot’ Creators Wonder: Would ‘Pretty Woman’ Be Made Today? (Wall Street Journal)
  9. The Milken Conference Trades Rainbows for Clouds (Bloomberg)
  10. Apple is finally moving beyond the iPhone as the smartphone industry stalls out (CNBC)

Be in the know. 7 key reads for Tuesday…

  1. Pfizer, Merck Earnings Top; Eli Lilly Falls On Revenue (Investor’s Business Daily)
  2. Lotus Evora GT4 concept is ready to rock a racetrack (Motor Authority)
  3. The Rich List: What the world’s richest hedge fund managers made in 2018 — and how they made it. (Institutional Investor)
  4. Mnuchin hopes for ‘substantial progress’ in China trade talks (Reuters)
  5. How to Spot a Bear Market (Barron’s)
  6. Yum China Sales Beat as Pizza Hut Finally Breaks From Its Slump (Bloomberg)
  7. Want to Fly Private? Here’s Every Way to Do It (Bloomberg)

Be in the know. 7 key reads for Monday…

  1. Anadarko to Resume Occidental Talks About $38 Billion Takeover (Bloomberg)
  2. US-China trade talks are in the ‘final laps,’ Treasury Secretary Mnuchin says (CNBC)
  3. Cloud Gathers Over Chip Makers (Wall Street Journal)
  4. ‘Avengers: Endgame’ smashes box-office records with $1.2 billion weekend (MarketWatch)
  5. Consumer spending jumps in March while core inflation moderates (MarketWatch)
  6. Traders Brace for Big Moves After GE Earnings This Week (Wall Street Journal)
  7. Chinese electric car maker BYD’s Q1 profit up 632% (Irish Times)

Be in the know. 20 key reads for Sunday…

  1. The Best Sandwiches in New York, as Picked by Top Chefs (Bloomberg)
  2. Ford Mustang still top sports car, but Dodge Challenger ousts Chevy Camaro as No. 2 (USA Today)
  3. The big mystery in the GDP report — where did the inventories come from? (MarketWatch)
  4. Week in review: How Trump’s policies moved stocks (TheFly)
  5. A Little Market Chaos Is Just Fine With These Stock Traders (Bloomberg)
  6. Nicole Kidman Burns Brighter Than Ever (Vanity Fair)
  7. Kevin Systrom (Founder of Instagram) — Tactics, Books, and the Path to a Billion Users (#369) (Tim Ferriss)
  8. Hedge Fund and Insider Trading News: Kyle Bass, Pinterest Inc (PINS), ARMOUR Residential REIT, Inc. (ARR), Camping World Holdings Inc. (CWH), and More (Insider Monkey)
  9. Volkswagen Built the World’s Fastest Electric Car. Now, It’s Planning a Whole EV Family (Robb Report)
  10. 25 Secrets Chick-Fil-A Employees Will Never Tell You (BuzzFeed)
  11. Brodie Van Wagenen’s Bold Plan to Resurrect the Mets (Men’s Journal)
  12. Brian Earhart Makes Epic 391-Foot Disc Golf Hole-In-One (Digg)
  13. Aston Martin Unleashes Their Fastest Convertible Ever (Maxim)
  14. Helping others makes us happier — but it matters how we do it (Ted)
  15. What Happened To U.S. Workers? (NPR Planet Money)
  16. The Anatomy of a Great Decision (Farnam Street)
  17. 9 Success Habits of Wealthy People That Cost Nothing (Entrepreneur)
  18. China says criticisms on IP protection lack evidence amid trade spat (Reuters)
  19. Bond Traders Betting on a Fed Rate Cut Won’t Be Easily Dissuaded (Bloomberg)
  20.  Uber is seeking a public valuation as high as $90 billion (Business Insider)

Be in the know. 9 key reads for Saturday…

  1. Who Created Maslow’s Iconic Pyramid? (Scientific American)
  2. Chinese stocks just saw their worst week since October (CNBC)
  3. 4 Rules of Successful Networking (Forbes)
  4. Jack Dorsey’s TED Interview and the End of an Era (New Yorker)
  5. Hedge Funds Are Shorting the VIX at a Rate Never Seen Before (Bloomberg)
  6. Ray Dalio has donated $100 million to fight poverty and boost public education in Connecticut. Now comes the hard part. (Hartford Courant)
  7. Billionaire investor Howard Marks explains why he’s investing with ‘more caution than usual’ (Business Insider)
  8. Trump debates waiving Jones Act to ship natural gas to New England and Puerto Rico (Washington Examiner)
  9. Stanley Cup Playoffs 2019: Sharks roll past Avalanche; Hurricanes top Islanders 1-0 in OT (CBS Sports)

Be in the know. 7 key reads for Friday…

  1. U.S. Growth of 3.2% Tops Forecasts on Trade, Inventory Boost (Bloomberg)
  2. Warren Buffett says Berkshire could buy back $100 billion stock: FT (CNBC)
  3. China’s Xi Signals Approval for Trump’s Trade War Demands (Bloomberg)
  4. Intel drops 7% after chipmaker projects a drop in revenue this year (CNBC)
  5. Amazon to give Prime customers one-day shipping, cutting free delivery time in half (MarketWatch)
  6. Hedge-fund billionaire Ray Dalio asked Bill Gates, Elon Musk, Reed Hastings and other top leaders to take a one-hour personality test — and they all scored low in one key area (Business Insider)
  7. Taylor Swift’s new pastel-drenched video for ‘ME!’ celebrates ‘you’re the only one of you’ (USA Today)

Be in the know. 8 key reads for Wednesday…

  1. Occidental Petroleum (OXY) Confirms $76/Share Offer for Anadarko (APC), Topping Chevron (CVX) (Street Insider)
  2. Why 5 Lagging Health Care Giants May Be Incredible Buys Now (24/7 Wall Street)
  3. New round of U.S. tariffs a ‘modest’ hit for euro area: ECB (Reuters)
  4. You can find plenty of solid stock bargains in this year’s worst-performing sector, analyst says (MarketWatch)
  5. Texas Instruments Slips as Analysts Say Semi Recovery Needs Time (Bloomberg)
  6. Here’s How America Uses Its Land (Bloomberg)
  7. Bristol-Myers Squibb Reports Earnings Tomorrow. Here’s What to Expect. (Barron’s)
  8. What Tops Kraft Heinz’s Menu? Cost Cuts or Mac ‘n’ Cheese? (Wall Street Journal)

 

Be in the know. 7 key reads for Tuesday…

  1. Trump says EU tariffs on Harley Davidson unfair, vows to reciprocate (Reuters)
  2. North Korea’s Kim Jong Un will travel to Russia to meet Putin (MarketWatch)
  3. Twitter reports rising users and revenues (BBC)
  4. Bed Bath & Beyond’s board overhaul fails to please hedge funds (New York Post)
  5. 3 Things to Know About New Kraft Heinz CEO Miguel Patricio (Barron’s
  6. United Technologies profit beats on Rockwell Collins boost (Reuters)
  7. One health-care stock suggests the whole group is ready for recovery (CNBC)