Be in the know. 10 key reads for Sunday…

  1. Big thanks to MarketWatch.com for picking up our article this week: Investor pessimism declines but remains elevated, AAII survey shows (MarketWatch)
  2. Hedge Fund and Insider Trading News: Bill Ackman, David Tepper, Ray Dalio, Organogenesis Holdings Inc (ORGO), Silicon Laboratories (SLAB), and More (Insider Monkey)
  3. Why Box is one of the most underappreciated companies (TechCrunch)
  4. ECRI Weekly Leading Index Update (AdvisorPerspectives)
  5. Huw van Steenis On What Central Banks Will Do Next (Podcast) (Bloomberg)
  6. Episode 371: Where Dollar Bills Come From (NPR Planet Money)
  7. Natural Gas Bulls End Week in Style as ‘Classic Short-Covering Rally’ Continues (Natural Gas Intelligence)
  8. What a Character: The Inimitable Career of Sacha Baron Cohen (The Ringer)
  9. Amgen’s Gene-Targeting Drug Shrank 54% of Lung Tumors in Study (Bloomberg)
  10. Special chart suggests the market is starting a hot streak (CNBC)

 

Be in the know. 15 key reads for Saturday…

  1. The Big Picture: Calm Settles Over Stock Market, Buying Time For Bulls (Investor’s Business Daily)
  2. This Single Variable Explains What Drives Managed Futures Performance (Institutional Investor)
  3. September Macro Update: Rising Possibility of a Recession in 2020 (The Fat Pitch)
  4. Permian Basin natural gas prices up as a new pipeline nears completion (EIA)
  5. “Where Did I Find This Guy Jerome?” Trump Asks of Hand-Selected Fed Chief (Vanity Fair)
  6. The Eternal Pursuit of Unhappiness (Farnam Street)
  7. Powell Says Fed Will Sustain Expansion, Reinforcing Rate-Cut Bet (Bloomberg)
  8. The 2020 Evora GT Is the Best Lotus We’ve Seen in Decades (Bloomberg)
  9. Investors flocked to bonds and away from stocks in August at the fastest pace on record, says TrimTabs (MarketWatch)
  10. Opinion: Gold’s big drop is just the beginning of a longer slide (MarketWatch)
  11. U.S.-China trade conflict could take years to resolve: Kudlow (Reuters)
  12. Small-cap stocks could jump if a trade deal is signed (Barron’s)
  13. Stock dividends are Japan’s latest export (Barron’s)
  14. Mallinckrodt Bankruptcy Fear May Be Premature (Barron’s)
  15. Eddie Murphy Says He’s Doing A Stand-Up Comedy Tour in 2020 (Maxim)

Be in the know. 8 key reads for Friday…

  1. Stocks will ‘rally into the end of the year’ after upside earnings surprise, says J.P. Morgan’s Matejka (MarketWatch)
  2. The explosion of ‘alternative’ data gives regular investors access to tools previously employed only by hedge funds (MarketWatch)
  3. China cuts banks’ reserve ratios, frees up $126 billion for loans as economy slows (Reuters)
  4. New Schlumberger CEO Outlines Strategic About-Face (24/7 Wall Street)
  5. Christine Lagarde and the Case for More QE (Bloomberg)
  6. Buy-the-Dip Bond Traders Are Scared of Momentum (Bloomberg)
  7. Trump Moves to Send Mortgage Giants Back to Private Sector (New York Times)
  8. Seth Klarman’s 3 Secrets to Value Investing (Yahoo! Finance)