- Buffett’s Chance for a Blockbuster Deal Faded When Fed Stepped In (Bloomberg)
- The subtle tone shift from Warren Buffett every investor must note: Morning Brief (Yahoo! Finance)
- Global Stocks Slump on U.S.-China Trade Tensions (Barron’s)
- Buffett Was Cautious in the First Quarter (Barron’s)
- Warren Buffett’s Optimistic? Pessimistic? No, Realistic (New York Times)
- Warren Buffett tells investors to ‘Bet on America,’ buying stocks for long-term gain (USA Today)
- President Says More Help Likely for Out-of-Work Americans (Bloomberg)
- Buffett on coronavirus, airlines and more: Watch the 5 best moments from the Berkshire meeting (CNBC)
- Here are Warren Buffett’s 25 best quotes from Berkshire Hathaway’s annual meeting, where he discussed airlines, coronavirus, and bailouts (Business Insider)
- ‘Billions’ Creator Shares Story On How The Show Saved His Career (Benzinga)
- Trump says it was right to close US, but it’s time to reopen for economy’s sake (Fox Business)
- Liberty Global and Telefónica in advanced talks to create £28 billion U.K. (MarketWatch)
- Owl Rock Looks to Raise $1.5 Billion for Opportunistic Debt Fund (Bloomberg)
- How Big Data Is Attacking the Coronavirus (Wall Street Journal)
- Brazil Doubles Down on Reform (Wall Street Journal)
Be in the know. 20 key reads for Sunday…
- Coronavirus Prompts Biggest U.S. Manufacturing Pullback Since Last Recession (Wall Street Journal)
- What Would You Risk for a Faster Cure? (Wall Street Journal)
- Investors Bet Oil Crash Will Weaken Middle East Currency Pegs (Wall Street Journal)
- Rising Natural Gas Prices Are a Hot Bet (Wall Street Journal)
- Sicily Wants To Lure Tourists By Helping Pay For Flights And Hotels Post-Lockdown (Forbes)
- Bill Ackman: Getting Back Up [The Knowledge Project Ep. #82] (Farnam Street)
- Hedge Fund and Insider Trading News: Ray Dalio, Bill Ackman, Citadel LLC, Tudor Investment Corporation, Unity Bancorp, Inc. (UNTY), Guardant Health Inc (GH), and More (Insider Monkey)
- The ‘Armortruck’ SUV Is An Apocalypse-Ready Supertruck (Maxim)
- 7 Warren Buffett Stocks With 60% Upside (U.S. News and World Report)
- Donald Trumpâs Best Friend, Billionaire Casino Mogul Phil Ruffin, Sees A Hidden Jackpot In The Pandemic ()
- Goldman Sachs Has Its Top Oil Stocks to Buy Ahead of a Second-Half Recovery (24/7 Wall Street)
- A Strategy for Reopening New York Cityâs Economy (Manhattan Institute)
- The Double Life of Damian Lewis (GQ)
- UFC President Dana White’s quarantine routine includes Trump calls, family time (Fox Business)
- OPEC Production Cuts Start Today (Futures Mag)
- Warren Buffett built up cash and bought only small amounts of stock during the market rout (CNBC)
- Tim Cook On Warren Buffett: ‘I Don’t Think There’s A Better Teacher’ (Benzinga)
- Why BJâs, Ulta Stock Are Retail Buys Right Now (MarketWatch)
- Berkshire Hathaway First Quarter Earnings (Berkshire Hathaway)
- Carl Icahn, whoâs made a large bulk of his fortune in energy, has a new play in the industry (CNBC)
Be in the know. 30 key reads for Saturday…
- When Buffett Was a Quant (Verdad)
- Buffett: Why Smart People Do Dumb Things (Novel Investor)
- Small caps had best month in nearly a decade and if history is a guide it may signal a broader market rally, analysts say (MarketWatch)
- Volatility Provides Greater Value Opportunities (Miller Value)
- Performance After 10% Up Months (Quantifiable Edges)
- Michael Lewis on the Crafts of Writing, Friendship, Coaching, Happiness, and More (#427) (The Tim Ferriss Show)
- The Billion Dollar Hedge Fund Club: Who’s Up, Who’s Down (Institutional Investor)
- Apollo Pivots Buyout Fund ‘Almost Entirely’ Into Distressed Mode (Institutional Investor)
- 10 Questions That Should Be Asked at Berkshire’s Annual Meeting (Morningstar)
- Gilead gets emergency FDA authorization for remdesivir to treat coronavirus, Trump says (CNBC)
- The Economic Recovery Rests on Getting Consumers to Spend. It Won’t Be Easy. (Barron’s)
- Stocks to Buy Now, According to Energy Roundtable Panelists (Barron’s)
- Retail Brands That Could Thrive Postpandemic (Barron’s)
- Big Tech’s Big Week: 5 Earnings Takeaways (Barron’s)
- The Non-Bailout: How the Fed Saved Boeing Without Paying a Dime (Bloomberg)
- Buffett Stays on Sidelines With Cash Rising to $137 Billion (Bloomberg)
- Insiders at Olive Garden’s Parent Bought Up Stock (Barron’s)
- 10 High-Yielding Energy Bonds Are Worth a Look (Barron’s)
- Inflation Insurance Is Cheap. Now May Be a Good Time to Buy. (Barron’s)
- Fortune Favors the Brave, Especially Now (Barron’s)
- Billionaire Malone Finds Love Match for Virgin Media (Bloomberg)
- Berkshire Hathaway Reports $49.7 Billion Quarterly Loss (Wall Street Journal)
- Remdesivir Affirms the American Way (Wall Street Journal)
- Wall Street’s Math Whizzes Face a Testing Time (Bloomberg)
- Covid Exit Won’t Just Depend on Finding Vaccine, but Making Billions of Doses (Bloomberg)
- Saudi Outlook Cut to Negative at Moody’s as Reserves Tumble (Bloomberg)
- Under Quarantine, Vintage Soloflexes Are Getting a Workout (Bloomberg)
- Goldman tells oil bulls to be patient, expects 3-stage oil rally after ‘violent rebalancing’ (Business Insider)
- Walmart expanding Express Delivery to 1K stores (USA Today)
- Macy’s to reopen 68 stores Monday with plan to open fully by June (USA Today)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 28
Hedge Fund Tips with Tom Hayes – Podcast – Episode 18
Unusual Options Activity – The Boeing Company (BA)
Data Source: barchart
Today some institution/fund purchased 2,436 contracts of May $275 strike calls (or the right to buy 243,600 shares of The Boeing Company (BA) at $275). The open interest was just 446 prior to this purchase. Continue reading “Unusual Options Activity – The Boeing Company (BA)”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 15 key reads for Friday…
- Apple sales, profits exceed expectations as Chinese market brightens (New York Post)
- The number of oil rigs in operation worldwide plunged in April, falling 22%. (Rig Count BH)
- ‘Burn. It. The. F#&!. Down.’ (Institutional Investor)
- Gilead says it can produce ‘several million’ rounds of remdesivir coronavirus treatments next year (CNBC)
- The U.S. Strategizes to Stabilize Oil Prices (Barron’s)
- Why It’s Time to Pick Winning Stocks (Barron’s)
- AbbVie tops earnings estimates, sticks with 2020 guidance (MarketWatch)
- Oil-Tanker Rates Crash as OPEC+ Cuts Near (Bloomberg)
- Oil traders turn to salt caves and train cars in storage crisis (Financial Times)
- Taco Bell Unveils At-Home Taco Kit Ahead Of Cinco De Mayo (Benzinga)
- Hard-hit energy companies’ bonds rise after Fed expands loan program (Yahoo! Finance)
- AstraZeneca and Oxford university agree deal to develop virus vaccine (Financial Times)
- Bill Gates thinks there are eight to 10 promising coronavirus vaccine candidates and one could be ready in as little as nine months. Business Insider)
- Get out! Populous cities lose appeal amid COVID (USA Today)
- Boeing borrows $25 billion instead of pursuing federal bailout amid coronavirus, 737 Max crises (USA Today)