- Biogen Stock Is Soaring as Hope Returns for Alzheimerâs Drug (MarketWatch)
- $8 Billion Fund Manager Picks Battered Indian Auto Stocks (Bloomberg)
- Biden Regains Lead, Warren Too Extreme (Mish Talk)
- Chinese vice foreign minister says progress made in trade talks with U.S. (Reuters)
- Pierre Delecto? Mitt Romneyâs Secret Twitter Account Is Unveiled (Bloomberg)
- FDA approves new breakthrough therapy for cystic fibrosis (Vertex Pharma) (FDA)
- A Commodities Hedge Fund Titan Is Quitting After 50 Years (Hellenic Shipping News)
- Foreign Stocks Are Looking Cheap. 5 Ways to Take Advantage. (Barron’s)
- Last-Minute Opioid Deal Could Open Door to Bigger Settlement (Wall Street Journal)
- SAP Extends Cloud Partnership With Microsoft (Wall Street Journal)
Unusual Options Activity – Mylan N.V. (MYL)
Today some institution/fund purchased 1,137 contracts of April $20 strike calls (or the right to buy 113,700 shares of Mylan N.V. (MYL) at $20). The open interest was just 126 prior to this purchase. Continue reading “Unusual Options Activity – Mylan N.V. (MYL)”
Where is money flowing today?
Energy Earnings Estimates/Revisions: Rainbows follow the Storm…
In the spreadsheet above I have tracked the earnings estimates for the Energy Sector ETF (XLE). Continue reading “Energy Earnings Estimates/Revisions: Rainbows follow the Storm…”
Be in the know. 10 key reads for Monday…
- It’s Time to Stop Playing Defense in Stocks (Barron’s)
- Johnson Prepares to Put Brexit Deal to Vote After Foiled First Try (Wall Street Journal)
- Frackers Float ‘Shale Bonds’ as Traditional Investors Flee (Wall Street Journal)
- Goldman Sachs says pound could hit $1.35 as risk of no-deal Brexit fades (MarketWatch)
- Fed Poised to Cut, Goodbye to Draghi, Appropriate Yuan: Eco Day (Bloomberg)
- ECB Restarting QE Will Need More Purchase of Private Debt (Bloomberg)
- Robert Shiller: Recession likely years away due to bullish Trump effect (CNBC)
- The Chip Industry Gets a Strong 5G Signal (Wall Street Journal)
- The Week Ahead In Biotech: Earnings Trickle In, While Glaxo, Melinta, Foamix And Eton Await FDA Verdict (Yahoo Finance!)
- China’s growth slumped to a record low last quarter — and it could drop even lower next year, the IMF warns (Business Insider)
Be in the know. 10 key reads for Sunday…
- How Private Sector Balance Sheets Changed Recessions (Podcast) (Bloomberg)
- Theodore Roosevelt: A Timeline of the 26th President’s Life (Mental Floss)
- How Biotech and Big Pharma Have Upside Heading Into Earnings ()
- Stocks ‘no brainer’ over bonds (Fox Business)
- How Non-Profit Hospitals Are Driving Up The Cost Of Health Care (NPR Planet Money)
- How His Obscure Tax Break Became a $60B Venture Fund for Low-Income America (OZY)
- ConocoPhillips Stock Looks Cheap After a Selloff (Barron’s)
- Whatâs Next After the U.K. Parliamentâs Non-Vote on Brexit (Barron’s)
- Can âModicareâ Save Sick Indians From Poverty? (OZY)
- The Downside of Reusable Bags More People Need to Be Thinking About (Reader’s Digest)
Be in the know. 20 key reads for Saturday…
- Hedge Fund and Insider Trading News: James Dondero, Eddie Lampert, Chris Rokos, ExodusPoint Capital, SkyBridge Capital, Nektar Therapeutics Inc. (NKTR), Oshkosh Corp (OSK), and More (Insider Monkey)
- Wealth Taxes Don’t Work. Here’s Why. (Barron’s)
- How to pretend to understand the Brexit deal (Barron’s)
- Meet the Buffett bot: quant fund tries to crack the ‘value’ code (Financial Times)
- China’s GDP growth grinds to near 30-year low as tariffs hit production (New York Post)
- Why Popular Investments Are Doomed to Underperform (Institutional Investor)
- Howard Marks Latest Memo – Mysterious (OakTree)
- Invest like Warren Buffett — Is this value’s time to finally shine? (CNN)
- Wall Street’s top hedge fund managers reveal their best ideas (CNBC)
- ‘Feel the Force’: Gut Instinct, Not Data, Is the Thing (Wall Street Journal)
- Bill Miller 3Q 2019 Market Letter (Miller Value)
- Buy in October, and Get Yourself Sober (Almanac Trader)
- Google affiliate begins drone deliveries in Virginia town (AP)
- Mark Zuckerberg Takes Hard Stance Against China And Censorship In Georgetown University Speech (Forbes)
- Trump hopes U.S.-China trade deal will be signed by middle of November (Reuters)
- Empire State Manufacturing Survey: Slight Growth in October (Advisor Perspectives)
- Norway Is a Green Leader. It’s Also Drilling More Oil Wells Than Ever (Fortune)
- Lavender Fields, Bouillabaisse, and Calanques: The 4-Day Weekend in Marseille (Men’s Journal)
- List Of Top 10 Best Beaches In The World (ValueWalk)
- Here They Are: The 20 Best Places To Visit In 2020 (Forbes)
Earnings: Better Than Expected…
2020 S&P 500 Earnings Estimates are still holding strong at $180.47 – or a jump of 10.4% over 2019. This will be our first jump in Earnings growth since the 2016-2017 period. Continue reading “Earnings: Better Than Expected…”
Unusual Options Activity – International Business Machines Corporation (IBM)
Data Source: barchart
Today some institution/fund purchased 1,246 contracts of April $135 strike calls (or the right to buy 124,600 shares of International Business Machines Corporation (IBM) at $135). The open interest was just 113 prior to this purchase. Continue reading “Unusual Options Activity – International Business Machines Corporation (IBM)”