Category: What I’m Reading Today

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 ()

Be in the know. 14 key reads for Sunday…

  1. How A Professional Poker Player ‘Reads’ Competitors (Podcast) (Bloomberg)
  2. Stanley Kubrick showed that perfectionism pays off (The Economist)
  3. The Ruthless, Secretive, and Sometimes Seedy World of Hedge Fund Private Investigators (Institutional Investor)
  4. 12 Habits Of Genuine People (Forbes)
  5. Hedge Fund and Insider Trading News: Carl Icahn, Anthony Scaramucci, Paul Singer, Glenview Capital, BlueMountain Capital, Hasbro Inc (HAS), Steelcase Inc. (SCS), and More (Insider Monkey)
  6. American Riviera: A Summer Guide to Santa Barbara and Beyond (Robb Report)
  7. This Man Built a $64 Million Chateau in the South of France. Now, He Has to Tear It Down (Robb Report)
  8. Silicon Valley (unverified) Rumors: Apple Project Titan Staff Spotted At NIO (TheLastDriverLicenseHolder)
  9. T. Rowe Price: Chapter 9 – The Growth Stock Theory (Value Walk)
  10. ECRI Weekly Leading Index Update: (Advisor Perspectives)
  11. Why Tom Brady Is Absolutely the Greatest Quarterback of All Time (Maxim)
  12. Why Do People Drink Mint Juleps at the Kentucky Derby? (Mental Floss)
  13. 7 big thoughts from Warren Buffett during annual Berkshire Hathaway meeting (USA Today)
  14. ‘SNL’: Adam Sandler Returns With Songs (NBC)

Be in the know. 10 key reads for Saturday…

  1. The No. 1 job billionaires and multimillionaires held before they got rich MarketWatch
  2. Futuristic Robot Farm Begins Selling Its First Produce (Futurism)
  3. Worried About the Economy? These CEOs Aren’t (Bloomberg)
  4. Warren Buffett wants to invest in Britain. Is that a good idea? (CNN)
  5. Charlize Theron and Seth Rogen Are Charming Enough in Long Shot (Vanity Fair)
  6. Job Growth Underscores Economy’s Vigor; Unemployment at Half-Century Low (New York Times)
  7. Charlie Munger is Warren Buffett’s right-hand man — here are 18 of his most brilliant quotes (Business Insider)
  8. 3 Takeover Scenarios That Could Boost Occidental’s Stock (Barron’s)
  9. Carl Icahn Has Built a Small Position in Occidental (Bloomberg)
  10. North Korea launched ‘several unidentified short-range projectiles,’ South Korean military says (CNBC)

Be in the know. 10 key reads for Friday…

  1. The MyRaceHorse app makes it possible to buy a minority stake in race horses (New York Post)
  2. Why Wages Are Finally Rising, 10 Years After the Recession (New York Times)
  3. ‘We would like to get to yes:’ Lawmakers signal growing concern on Trump’s Mexico-Canada trade deal (USA Today)
  4. Euro-Area Inflation Accelerates After String of Upbeat Data (Bloomberg)
  5. Buffett Finally Embraces Amazon as Berkshire Acquires Stake (Bloomberg)
  6. At Milken, investors place their late-cycle bets (Financial News)
  7. Bristol-Myers upgraded to Overweight from Equal Weight at Barclays. (TheFly)
  8. Highest Paid CEOs at America’s Largest Companies (24/7 Wall Street)
  9. Amazon Keeps Hitting Trucking Stocks. But It’s Not Actually a Threat. (Barron’s)
  10. Buffett’s 2,472,627% Return Fueled Berkshire Billionaire Families (Bloomberg)

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)