Category: What I’m Reading Today

1. US adds 196,000 jobs as unemployment rate remains lowest in decades (NY Post)
2. Josh Brown: How I explain the stock market vs the economy (CNBC)
3. Snapchat launches new gaming platform (USA Today)
4. China Hails ‘New Consensus’ on Trade as Trump Talks Up Unfinished Deal (Bloomberg)
5. Biotech crops among sticking points in U.S.-China trade deal: sources (Reuters)
6. Hedge-fund billionaire Ray Dalio says capitalism is failing America, and we need to take 5 specific actions to save it (Business Insider)
7. Intel downgraded by Wells Fargo on weak 2019 demand and increased AMD competition (CNBC)

1. German manufacturing orders collapsed in February (MarketWatch)
2. What to Watch in Friday’s Jobs Report (Barron’s)
3. Tesla Deliveries Fall, in Potential Sign of Weaker U.S. Demand (Bloomberg)
4. Global stocks stall after Trump’s tariffs block US-China trade deal progress (Business Insider)
5. Jamie Dimon’s annual letter is out (JP Morgan)
6. Accounting Rule Maker FASB Rejects Proposal on Loan Losses (Wall Street Journal)
7. Morgan Stanley downgrades trader favorite Micron to sell, says inventories will pressure margins (CNBC)

1. Hedge Fund and Insider Trading News: Ken Griffin, Keith Meister, Bodenholm Capital, AQR Capital, Anworth Mortgage Asset Corp. (ANH), Oasis Petroleum Inc. (OAS), and More (Insider Monkey)
2. Weekly mortgage refinances spike 39% after huge rate drop (CNBC)
3. Private payrolls add 129K in March vs. 173K est.: ADP/Moody’s Analytics (CNBC)
4. Deutsche Bank downgrades Caterpillar ahead of negative backlog growth (TheFly)
5. US Auto Sales Wrap Up Weak First Quarter (ZeroHedge)
6. Boeing Keeps Leaving Trash In New Air Force Tankers; Deliveries Halted Again (Investor’s Business Daily)
7. Bitcoin Rises 16%, Touching $5,000 in Asia ()
8. If Trump closes Mexican border, avocados could cost more and auto factories could shut (USA Today)

1. Analysts expect China to cut bank reserve ratios soon (Reuters)
2. Four solid stocks whose recent hard times mean they’re potential bargains (MarketWatch)
3. Walgreens shares slide as drugstore chain misses earnings estimates, lowers 2019 forecast (CNBC)
4. DealBook Briefing: Lyft Crashes Back to Reality (New York Times)
5. U.S. and Chinese Manufacturing Stabilize, While Europe Lags Behind (Wall Street Journal)
6. 50 Cent Sells Massive Connecticut Compound for 84% Less (i.e. 16 Cent) (Wall Street Journal)

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1. Hold Tight to Value Stocks. They May Be Set to Rise Soon. (Barron’s)
2. U.S. Retail Sales Unexpectedly Fall; Prior Reading Revised Up (Bloomberg)
3. 6 things successful people like Bill Gates and Jeff Bezos do on weekends to make their Mondays more productive (CNBC)
4. China Purchases Could Undercut Trump’s Larger Trade Goal (New York Times)
5. Things are suddenly looking a lot brighter for China’s manufacturing sector (Business Insider)
6. ‘Fear of Missing Out’ Pushes Investors Toward Stocks (Wall Street Journal)
7. Tesla, SpaceX CEO Elon Musk releases rap song: ‘RIP Harambe’ (USA Today)
8. Costco Stock Is Trading Near a Record, and One Director Has Been Selling (Barron’s)
9. The 5G Network Rollout And The 4th Industrial Revolution (Investor’s Business Daily)
10. Private equity tricks mask mounting debt: ‘I’m 5 foot 8 inches, but I change the scale and make myself 6 foot 2 inches on a pro forma basis’ (Business Insider)

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1. The ETF Tax Dodge Is Wall Street’s “Dirty Little Secret” (Bloomberg)
2. Artificial Intelligence Stocks To Buy And Watch Amid Rising AI Competition (Investor’s Business Daily)
3. How the Dow Spinoff Could Unlock Value and Offer a Rich Dividend (Barron’s)
4. Fed’s Quarles says more rate hikes could be ahead ‘at some point’ as economy improves (CNBC)
5. The U.S. Military Is Hiring Palantir to Build Battlefield AI (Futurism)
6. The Mueller report will be released to the public by mid-April (VOX)
7. How Neurofeedback Is Revolutionizing Stress Management (Medium)
8. A small child tried to fight Gritty (Mashable)
9. What “Machiavellian” really means (Ted Talk)
10. An Indicator In The Hand (NPR Planet Money)
11. In the face of adversity, are you a Guernsey or a Brahman? (Farnam street)
12. Theresa May’s Third Brexit Loss Closes More Doors (The New Yorker)
13. The Trumpification of the Fed (Vanity Fair)
14. George Dantzig: The real Will Hunting (Big Think)
15. Military Tries Out Fish as Underwater Spies (Scientific American)
16. Just say no? (The Irrelevant Investor)
17. Why An MMT Advocate Became One of Its Loudest Critics (Podcast) (Bloomberg)
18. Notable Investors Dump Micron on Bleak Outlook (Whale Wisdom)
19. Even hedge funds investing in Lyft don’t believe in its long-term prospects (recode)
20. 13 Strangest Unsolved Mysteries of the Art World (Reader’s Digest)

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1. Goldman Sachs Has 5 Top Energy Stocks to Buy With Huge Implied Upside24/7 Wall Street)
2. Joshua Miller Discusses the Hot Hand Phenomenon (Podcast) (Bloomberg)
3. Boston Dynamics’ New Warehouse Robot Threatens Millions Of Jobs (ZeroHedge)
4. A Magician Explains Why We See What’s Not There (Nautilus)
5. Hedge Funds Are ‘Impotent’ as Activists (Institutional Investor)
6. Netflix: There’s Never Been a Riskier Time to Invest Than Now (TheStreet)
7. Is DJIA-NASDAQ Monthly Divergence Bearish or Bullish? (Almanac Trader)
8. White House Pushes Fed to Cut Interest Rates (Wall Street Journal)
9. U.S. Trade Negotiators Take Aim at China’s Cybersecurity Law (Wall Street Journal)
10. The Real Reason Porsche Ignitions Are Left of the Wheel (Wall Street Journal)
11. 5 Ways To Be A More Positive Person (Forbes)
12. Hedge Funds Have Never Been This Bullish On UnitedHealth Group Inc. (UNH) (Insider Monkey)
13. Here Are the 27 Restaurants in France Rated Three Stars by Michelin (Robb Report)
14. How a Google side project evolved into a $4B company (Tech Crunch)
15. ECRI Weekly Leading Index Update: “GDP Data Tells You Nothing About Recession Risk” (Advisor Perspectives)
16. Fundamental Analysis of the Oil Market (EconMatters)
17. The Tiger and the Tragic Trick: Siegfried & Roy’s Animal Handler Breaks Silence on Mauling, Alleges Cover-Up (Hollywood Reporter)
18. How This Billionaire Luxury Magnate Became One of the World’s Richest Men (Maxim)
19. Week in review: How Trump’s policies moved stocks (TheFly)
20. Global Bond-Market Investors Are Getting Really Nervous (Bloomberg)

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1. Lyft, Inc. (LYFT) Prices 32.5M Share IPO at $72/Sh (Street Insider)
2. U.S., China hold ‘constructive’ trade talks in Beijing (Reuters)
3. Buffett on the economy: ‘It looks like things have slowed down’ (CNBC)
4. The 5G Network Rollout And The 4th Industrial Revolution (Investor’s Business Daily)
5. Buy Disney Stock Before Its Investor Day, Says Analyst (Barron’s)
6. U.S. Consumer Spending Misses Forecasts as Inflation Eases (Bloomberg)
7. The 4% Mortgage Is Back (Wall Street Journal)

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1. Tim Knight takes a technical view with “Downtrend Intact” (Slope of Hope)
2. Hedge Fund and Insider Trading News: Bodenholm Capital, Regal Funds Management, Nexstar Media Group Inc (NXST), Denbury Resources Inc. (DNR), and More (Insider Monkey)
3. Boeing Will Recover (Bloomberg)
4. Exclusive: China makes unprecedented proposals on tech, trade talks progress – U.S. officials (Reuters)
5. Bond yields on the canvas, Turkey’s lira on the ropes (StreetInsider)
6. Why Pfizer May Soon Make Up Lost Ground in Underperforming Against Merck (24/7 Wall St.)
7. Mystery Trader Bets Huge That Market Is Wrong On Fed Rate-Cuts (ZeroHedge)
8. Pimco and BlackRock Have a Contrarian Bet on Inflation (Bloomberg)
9. 19th-Century ‘Humiliation’ Haunts China-U.S. Trade Talks (New York Times)
10. U.S. LNG Tipped To Go Global On Abundant Supplies (Forbes)

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1. Likely Fed nominee Stephen Moore thinks rates should be cut by half a percentage point (CNBC)
2. Turkey On Verge Of Collapse As Overnight Swaps Hit 700%, CDS Soar (ZeroHedge)
3. One Way Stocks Go Up Is if Wall Street Sets the Earnings Bar Really, Really Low (Barron’s)
4. Here’s Why U.S. Bond Yields Plunged So Much Over the Past Week (Bloomberg)
5. US efforts to cut trade deficit show biggest win in almost a year (CNBC)
6. Lennar, KB Home Earnings Boosted by Falling Mortgage Rates (Bloomberg)
7. Top Analyst Upgrades and Downgrades: Alcoa, Apple, Autodesk, BB&T, Bed Bath & Beyond, Camping World, Nvidia, Vertex, Voya and More (24/7 Wall Street)
8. Neiman Marcus, in Debt Talks, Makes It Easier to Bet It Will Fail (Wall Street Journal)

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