Category: What I’m Reading 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)

Be in the know. 8 key reads for Monday…

  1. Richard Branson’s 8 Keys Happiness and Success (Entrepreneur)
  2. What’s Missing for a Market ‘Melt Up’ (Bloomberg)
  3. Warren Buffett made 12 predictions about bitcoin, table tennis, and his death — here’s how they turned out ()
  4. Happy Hour Could Be Over for Boston Beer Stock (Barron’s)
  5. Oil prices jump over 2% on expectations U.S. will halt waivers on Iran oil imports (MarketWatch)
  6. Electric vehicles emit more CO2 than diesel ones, German study shows (Brussels Times)
  7. Fed Officials Contemplate Thresholds for Rate Cuts (Wall Street Journal)
  8. Ship Orders Fall to Lowest Level in 15 Years (Wall Street Journal)

Be in the know. 9 easy reads for Easter…

  1. Chevy Confirms That a Mid-Engine C8 2020 Corvette Is Launching in July (Robb Report)
  2. The Human Body Can Heal in Astonishing Ways (Medium)
  3. Disciplining Kids Without Yelling: Readers Tell Us Their Tricks (NPR)
  4. Episode 907: Two Spring Indicators (NPR Planet Money)
  5. The Importance of Working With “A” Players (Farnam Street)
  6. The Truth About Dentistry (The Atlantic)
  7. The Future of Disease Testing Could Be a Kit That Lets You Do It Yourself in the Comfort of Your Home (Inc.)
  8. 5 Reasons Why Kindness Has Become the Key to My Happiness, Both in Business and in Life (Entrepreneur)
  9. Netflix Starts Testing Random Episode Button (Variety)

 

Be in the know. 15 key reads for Saturday…

  1. Health Insurers’ Stocks Have Been Battered. Now They Look Like a Buy. (Barron’s)
  2. Oil Prices Face New Tests After a Big Jump (Barron’s)
  3. Neuroscientist Changed Thinking on Brain Function (Wall Street Journal)
  4. Teva Pharma Gets Approval to Market Generic Nasal Spray for Opioid Overdoses ()
  5. Frank Sinatra’s Favorite Hangout Is Back, but Only for Two Years (Bloomberg)
  6. The last time semis stocks did this they dropped 14% (CNBC)
  7. An Abbott Labs Analyst’s 5 Reasons To Own The Stock: ‘Near-Perfect For This Environment’ (Benzinga)
  8. The Church of Living Dangerously: How One of America’s Biggest Pastors Became a Drug Runner for a Mexican Cartel (Vanity Fair)
  9. “Television Is What Gets Senators Elected”: Private-Equity Mogul Leon Black Is Building a Local TV Empire to Rival Sinclair and Fox (Vanity Fair)
  10. Scientists Find Genetic Variants That Prevent Obesity, Diabetes (Futurism)
  11. William Bernstein Discusses Neurology and Investment (Podcast) (Bloomberg)
  12. Pre-election year Mays: Just 10th overall DJIA and S&P 500 (Almanac Trader)
  13. Hedge Fund and Insider Trading News: Bill Ackman, D.E. Shaw, Eddie Lampert, Facebook Inc (FB), McCormick & Company (MKC), and More (Insider Monkey)
  14. ECRI Weekly Leading Index Update: WLI YoY Approaching Positive (Advisor Perspectives)
  15. The World’s Best National Parks, Ranked 9 (Men’s Journal)

Be in the know. 8 key reads for Friday…

  1. Earnings deluge could make or break sentiment (Reuters)
  2. Former Sears company sues ex-CEO Lampert, Treasury’s Steven Mnuchin over ‘asset stripping’ (USA Today)
  3. More store closings coming: Pier 1 Imports could close up to 145 more stores (USA Today)
  4. ‘Sell in May and Go Away,’ the Investment Saying Goes. But Does That Actually Work? (Barron’s)
  5. 16 brilliant quotes from Bill Gross, the legendary ‘Bond King’ who retired earlier this year (Business insider)
  6. The Greenwich Housing Market Is Imploding As Prices Tumble As Much As 25% (ZeroHedge)
  7. D.E. Shaw Is to Buck Industry Trend With 3-and-30 Fees (Bloomberg)
  8. Housing starts fall in March, as new construction running 10% below last year’s pace (MarketWatch)

 

Be in the know. 5 key reads for Thursday…

  1. Germany’s economy is flashing yet another ‘grim’ warning after more weak data and a slump in demand (Business Insider)
  2. American Express First-Quarter Profit Falls 5 Percent (US News and World Report)
  3. Honeywell raises FY19 EPS view to $7.90-$8.15 from $7.80-$8.10, consensus $7.98 (TheFly)
  4. North Korea calls for Pompeo to be dropped from talks; tests tactical weapon (Yahoo)
  5. Bridgewater warns of lower US stock prices (Economic Times)

 

Be in the know. 7 key reads for Wednesday…

  1. Apple and Qualcomm settled their legal battle. Here’s what Wall Street analysts are saying (CNBC)
  2. Powell Adopts an Inflation Stance Yellen Shunned (Bloomberg)
  3. Jefferies Analysts Love 5 Stocks That Other Wall Street Firms Hate (24/7 Wall Street)
  4. China Trade Settlement Could Be Huge for Steel Stocks: 4 to Buy (24/7 Wall Street
  5. CVS CEO Larry Merlo on the Aetna Deal and the Future of Health Care (Barron’s)
  6. Activist Investing Is Alive and Well. Here Is a Look at 3 Fresh Ideas. (Barron’s)
  7. China’s strong data sparks major stock rally with economic stimulus ‘bearing fruit’ (Business Insider)

 

Be in the know. 7 key reads for Tuesday…

  1. Stocks could have a ‘melt-up’ from here, BlackRock’s Larry Fink says (CNBC)
  2. Bank of America posts another record quarterly profit on strength of Main Street lending (CNBC)
  3. Goldman Sachs expects weak earnings growth across all major markets in 2019 (CNBC)
  4. A trade war between the US and Europe is unlikely to happen. Here’s why (CNBC)
  5. German economy gets positive signal amid slowdown (Fox Business)
  6. France’s superrich join together to pledge over $450 million to help rebuild Notre-Dame, as donations flood in to save the devastated cathedral (Business Insider)
  7. Trump on China trade spat: ‘We’re going to win either way’ (Reuters)

 

Be in the know. 8 key reads for Monday…

  1. Tiger Woods, in a Stirring Return to the Top, Captures the Masters at 43   (New York Times)
  2. American Airlines is extending its cancellation of Boeing 737 Max flights through August (Business Insider)
  3. Stunning new cars, SUVs featured at the 2019 New York Auto Show (USA Today)
  4. EU countries back starting trade talks with United States (Reuters)
  5. Exclusive: U.S. waters down demand China ax subsidies in push for trade deal – sources (Reuters)
  6. COLUMN-Hedge funds’ oil positions start to look stretched: Kemp (Reuters)
  7. Why the middle class is shrinking (MarketWatch)
  8. Carry Trade Lifts Emerging Markets Still on Lookout for Growth (Bloomberg)