Be in the know. 10 key reads for Tuesday…

  1. The Most Popular Small Caps Underperformed Last Year. They’re Perking Up in 2020. (Barron’s)
  2. Small Dogs Offer Incredible Dividend Yields (Barron’s)
  3. Asked if he wants to get off the train in the bull run, Paul Jones said, “Not really. The train has got a long, long way to go if you think about it.” (CNBC)
  4. The Davos Plutocrats Warm Up to Trump (New York Times)
  5. Liberty Global Signals U.K. Expansion With New Broadband Unit (Bloomberg)
  6. U.S. tech stocks ‘most crowded’ trade for bullish investors: BofA survey (Reuters)
  7. This Shale Giant Is Ready For A Rebound (Yahoo! Finance)
  8. Trump touts ‘blue collar boom’ in speech to global elite (Fox Business)
  9. Trump Slams Impeachment “Hoax” & Climate Change “Prophets Of Doom” During Davos Address (ZeroHedge)
  10. Trump’s Former Economic Chief Gary Cohn Predicts No Recession (Bloomberg)

Be in the know. 6 key reads for Martin Luther King Day…

  1. ‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
  2. Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
  3. Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
  4. OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
  5. Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
  6. British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Be in the know. 25 key reads for Sunday…

  1. How the SECURE Act Affects Investors (U.S. News and World Report)
  2. A Big Contrarian Investor Bought Up Boeing Stock (Barron’s)
  3. Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets (Financial Times)
  4. The Real-Life Diet of NHL Player Brent Burns, Who Hunts and Farms His Own Food (GQ)
  5. Mark Wahlberg’s Secret to Becoming More Disciplined (Entrepreneur)
  6. ‘Blank-Check’ Companies Are Hot on Wall Street. Investors Can’t Ignore Them. (Barron’s)
  7. The Method Behind the Melt-up: Why the Dow Won’t Stop at 30,000 (Barron’s)
  8. The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (Forbes)
  9. The Hidden Dangers of the Great Index Fund Takeover (Bloomberg)
  10. Bill Miller 4Q 2019 Market Letter (Miller Value)
  11. The Secretive Company That Might End Privacy as We Know It (New York Times)
  12. Hedge Fund and Insider Trading News: Stanley Druckenmiller, David Tepper, D.E. Shaw, Millennium Management, Aurora Cannabis Inc (ACB), Lennar Corporation (LEN), and More (Insider Monkey)
  13. Trump Fans or Not, Business Owners Are Wary of Warren and Sanders (New York Times)
  14. A theory on who’s doing all the buying that’s pushing stocks higher and higher (CNBC)
  15. ECRI Weekly Leading Index Update (Advisor Perspectives)
  16. Europe is rediscovering its penchant for statist intervention (The Economist)
  17. Dan Fink Designs the Ultimate Automobile-Friendly Man Cave (Architectural Digest)
  18. The World’s Most Beautiful Libraries: Wiblingen and Schussenried Abbeys (Daily Beast)
  19. The Quiet Billionaires Behind America’s Predator Drone That Killed Iran’s Soleimani (Forbes)
  20. China’s Birth Rate Falls to New Low, Threatening Economy (Wall Street Journal)
  21. Martha Stewart mocks Gwyneth Paltrow’s ‘vagina-scented’ candle: ‘I wouldn’t buy it’ (Fox Business)
  22. How To Create Havoc In The U.S. Options Market (Podcast) (Bloomberg)
  23. Connecticut’s Bold Population Goal (U.S. News & World Report)
  24. Kill Switch for CRISPR Could Make Gene Editing Safer (Scientific American)
  25. Inside Jared Kushner’s Unusual White House Role (Time)

Be in the know. 15 key reads for Saturday…

  1. Tepper, Druckenmiller Say They’re ‘Riding’ Market Rally (Bloomberg)
  2. OPEC secretary general says oil demand has ‘upside potential’ (CNBC)
  3. Tesla and 25 Other Stock Picks from Barron’s Roundtable Panelists (Barron’s)
  4. Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
  5. Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
  6. Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
  7. Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
  8. Barron’s Beat the Stock Market Last Year. Here’s How We Did It. (Barron’s)
  9. These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
  10. Pharma and Biotech Aren’t Worried About Democrats’ Attacks Against Drugmakers (Barron’s)
  11. Oil’s Minnows Need to Start Earning Their Keep (Bloomberg)
  12. Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
  13. Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
  14. Bob Iger — CEO and Chairman of Disney (#406) (Tim Ferriss Show)
  15. Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)