Be in the know. 15 key reads for Tuesday…

  1. ‘Fear of missing out’ triggers huge fund manager shift from cash to stocks, Bank of America Merrill Lynch says (MarketWatch)
  2. Opinion: Winter is coming: These stocks can fire up your portfolio as energy demand spikes (MarketWatch)
  3. Opinion: The U.S. can slash health-care costs 75% with 2 fundamental changes — and without ‘Medicare for All’ (MarketWatch)
  4. Hedge Fund and Insider Trading News: Tom Steyer, Whitebox Advisors, CQS Cayman LP, Carlson Capital, Henry Schein, Inc. (HSIC), Uber Technologies Inc (UBER), and More (Insider Monkey)
  5. “We say…easy part of rally over, tougher part of rally beginning…but rally it can as no ‘excess greed,’ there is ‘excess liquidity’ (and trade/fiscal easing), and corporate earnings set to accelerate.” (CNBC)
  6. FOMO Grows as Investors Scurry to Catch Stock Market Boom (Bloomberg)
  7. How Trump’s Stock Market Record Stacks Up (Bloomberg)
  8. Buying Stocks At Record Highs Works Until It Doesn’t (Bloomberg)
  9. The Unsolved Mystery of the Medallion Fund’s Success (Bloomberg)
  10. Trump is expected to delay European auto tariffs for 6 months, report says (CNBC)
  11. Stock Markets Were Wrong, and That’s Good (Wall Street Journal)
  12. Jim Cramer: Want to Know Why We Keep Going Up? Look at Stocks (Yahoo! Finance)
  13. Frackers Prepare to Pull Back, Exacerbating a Slowdown in U.S. Oil Growth (Wall Street Journal)
  14. The Paycheck Prognosis (Institutional Investor)
  15. The wealth tax plan worrying US billionaires (Financial Times)

Be in the know. 8 key reads for Monday…

  1. A $100 Billion Fund Manager Is Debunking Stock-Bubble Theories (Bloomberg)
  2. How Big Investors Cash In on ‘Alternative Data’ (Bloomberg)
  3. Aston Martin’s DBX Could Be Game-Changing for Stock, HSBC Says (Bloomberg)
  4. Barron’s Picks And Pans: Honeywell, Oshkosh, Uber, Walgreens And More (Yahoo! Finance)
  5. The Rust Belt Is the Next Hot Spot for Stocks. Check Out Cummins and 3 More. (Barron’s)
  6. Pound Jumps After Nigel Farage Promises Not to Contest Tory Seats (Bloomberg)
  7. 3 Merrill Lynch US Stocks That Could Rule for Investors in 2020 (24/7 Wall Street)
  8. Florida’s Sunshine and Tax Benefits Beckon Billionaires (Wall Street Journal)

 

Be in the know. 20 key reads for Sunday…

  1. Psst! Want the Secret to Picking Winning Stocks? Keep Reading. (Barron’s)
  2. What is indicator “PINNING” and how does it apply right now? (ZeroHedge)
  3. Opinion: These battered biotech stocks are now buying opportunities even as Elizabeth Warren climbs in the polls (MarketWatch)
  4. Edward Norton Has Figured Some Things Out (GQ)
  5. Get Ready as ‘Beta-Chasing’ Stock Managers Try to Make Up Ground (Bloomberg)
  6. Pound Outlook Gets Brighter From Here in Most Election Scenarios (Bloomberg)
  7. Buffett vs Icahn rematch: Is history on Icahn’s side? (FoxBusiness)
  8. Is It Time to Shop for Stocks in Europe and Japan? (Barron’s)
  9. Issues 2020: Drug Spending Is Reducing Health-Care Costs (Manhattan Institute)
  10. Gene Therapy: For Investors, a Source of Dreams—and Duds (CIO)
  11. The Rig Count Collapse Is Far From Over (OilPrice)
  12. Bond Women: How Rising Stars Lashana Lynch and Ana de Armas Are Helping Modernize 007 (Hollywood Reporter)
  13. The Drilling Frenzy Is Over For U.S. Shale (OilPrice)
  14. Miranda Lambert’s ‘Wildcard’ Is a Country-Rock Masterpiece (RollingStone)
  15. China’s Ultrawealthy Catch the Family Office Bug (OZY)
  16. HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 2 (Hedge Fund Tips)
  17. Value Stocks Have Another Big-Name Bull in Their Corner (Barron’s)
  18. Repo Fragility Exacerbated by a Hot New Corner of Funding Market (Bloomberg)
  19. Chesapeake Energy: Going Concern Worries Out Of Control (Seeking Alpha)
  20. Companies run by billionaires performed twice as well as the market average in the last 15 years and it’s part of the ‘billionaire effect,’ new study says (Business Insider)