Be in the know. 10 key reads for Friday…

  1. Why Warren Buffett Was Right to Scarf Up Kroger Stock (Barron’s)
  2. Cabbies worry as hedge fund snaps up taxi medallions (New York Post)
  3. Prices for Corn, Other Farm Commodities Have Taken a Dip. It’s a Chance to Buy. (Barron’s)
  4. The Best Online Brokers for 2020 (Barron’s)
  5. Deere Smashes Earnings. The Stock Is Soaring. (Barron’s)
  6. Buffett watchers await word on whether the ‘Oracle of Omaha’ is close to finding his ‘elephant’ (CNBC)
  7. Mom and Pop Are On Epic Stock Buying Spree Fueled by Free Trades (Bloomberg)
  8. Wells Fargo close to roughly $3 billion settlement that would end probes into sales practices (Business Insider)
  9. Fed’s Bostic says ‘we won’t have to do anything’ on interest rates (CNBC)
  10. Fed’s Bullard says market expectations for rate cut will fade as coronavirus fear eases: CNBC (Reuters)

 

 

Be in the know. 10 key reads for Thursday…

  1. The ‘Short Term’ 10:3 (Risk to Reward) Stock Market (Hedge Fund Tips)

  2. Oil Prices May Have Anticipated the Magnitude of Coronavirus. Here’s What They Say Will Happen Next. (Barron’s) 

  3. Strong Home-Building Momentum Kept Rolling in January (Barron’s) 

  4. Fed Minutes Show Comfort With Economy, Rate Stance Last Month (Wall Street Journal) 

  5. Oil Prices Rise After U.S. Sanctions Rosneft Unit (Wall Street Journal) 

  6. Morgan Stanley Adds Discount Broker in $13 Billion E*Trade Deal (Bloomberg)

  7. Goldman Sachs Analysts Very Bullish on 3 Top Energy Stocks (24/7 Wall Street) 

  8. DNA tests may soon reveal the optimal diet for your body — down to the variety of lettuce you should be eating (MarketWatch) 

  9. How many jobs have been created since Tax Cuts and Jobs Act took effect (Fox Business)

  10. 7-Eleven owner in talks to buy Speedway operations in US for $22bn (Financial Times)

The ‘Short Term’ 10:3 (Risk to Reward) Stock Market

For those of you who have followed us for some time, you know we have been putting out bullish notes since the August 2019 lows.  You can review each weekly note under the “Sentiment” category of the site.  We called for the end of year “melt-up” just a few weeks after the 2/10 yield curve inverted in early August 2019. Continue reading “The ‘Short Term’ 10:3 (Risk to Reward) Stock Market”

Be in the know. 20 key reads for Wednesday…

  1. Leon Cooperman says the market has become too pessimistic on energy stocks, too euphoric on Tesla (CNBC)
  2. Junk bond king’s pardon ‘is spectacular’ for Wall Street (Financial Times)
  3. Record Wall Street rally triggers boom in options (Financial Times)
  4. Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios (Benzinga)
  5. The Michael Milken Project (Institutional Investor)
  6. ‘Very Big Trade Deal’ With India In Progress Ahead Of Visit, Trump Says (Benzinga)
  7. Building Permits Surge To 13 Year Highs Thanks To Warm Weather In Northeast (ZeroHedge)
  8. China’s virus-hit industrial cities start to ease curbs, restore production (Reuters)
  9. Oil up on slowing pace of coronavirus, Venezuela sanctions (Reuters)
  10. It’s Michael Milken’s World. The Rest of Us Just Live in It. (Barron’s)
  11. Hedge Funds Keep Backpedaling From S&P 500’s Biggest Winners (Bloomberg)
  12. What Warren Buffett Might Tell Investors in His Annual Letter This Week (Barron’s)
  13. Gilead’s Coronavirus Drug Trial Slowed by Lack of Eligible Recruits (Wall Street Journal)
  14. Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes (Bloomberg)
  15. Why Teva’s Grand Turnaround Could Just Be Getting Started (24/7 Wall Street)
  16. Pound Climbs After Inflation Tempers Risk of a Rate Cut (Bloomberg)
  17. SoftBank plans to borrow up to $4.5 billion using its domestic telecom’s shares as collateral. (Business Insider)
  18. Billionaire investor Leon Cooperman ramps up his criticism of Bernie Sanders, calling him a ‘bigger threat’ to the stock market than coronavirus (Business Insider)
  19. February Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
  20. It’s never been this hard for companies to find qualified workers (CNBC)