- Dr. Michael Burry (of “The Big Short”) Buys More Tailored Brands, Sends Letter to Board (Market Folly)
- Â Want to Save the Environment? Buy Oil Stocks (Wall Street Journal)
- Goldman Sachs Upgrades Vertex (VRTX) to Conviction Buy, Says Focus on Emerging Pipeline (Street Insider)
- The Three Big Issues and the 1930s Analogue (Ray Dalio via LinkedIn)
- How quitting tobacco reshaped CVS: Q&A with CEO Larry Merlo ()
- Opinion: 5 reasons why you shouldn’t dump stocks just because September is here (MarketWatch)
- Chart o’ the Day: Where the bears are in trouble (The Reformed Broker)
- Impasse on Infrastructure Funding Stirs Concern (Wall Street Journal)
- Top Intel Executives Are Buying Up Stock (Barron’s)
- Is It Time to Buy Stocks Again? One Indicator Says So. (Barron’s)
Be in the know. 7 key reads for Labor Day…
- Tesla Batteries Are Keeping Zimbabwe’s Economy Running (Bloomberg)
- Kinder Morgan Co-Founder Richard Kinder Bought Up Millions in Stock (MarketWatch)
- Would Warren Buffett Buy Greenland? (Wall Street Journal)
- Gut Check Time for Treasuries After Biggest Rally Since 2008 (Bloomberg)
- JPMorgan Says It’s Finally Time to Buy Stocks Despite Trade Woes (Bloomberg)
- A ‘fear bubble’ is creating a huge buying opportunity, long-time market bull Jim Paulsen says (CNBC)
- China’s factory activity unexpectedly expands in August, a private survey shows (CNBC)
Be in the know. 10 key reads for Sunday…
- 9 questions about the Hong Kong protests you were too embarrassed to ask (Vox)
- Episode 937: Moving To Opportunity? (NPR Planet Money)
- Life of Brian: the comedian telling China where to go (Economist)
- Why Value Investing Has Been Doing Terribly (Podcast) (Bloomberg)
- What You Need To Know About U.S. Election Security And Voting Machines (NPR)
- Out of Gas: New York’s Blocked Pipelines Will Hurt Northeast Consumers (Manhattan Institute)
- Brain-reading tech is coming. The law is not ready to protect us. (VOX)
- President Trump Formally Establishes US Space Command (PC Mag)
- The Four Tools of Discipline (Farnam Street)
- Why Energy Master Limited Partnerships May Be the Best Contrarian Bet Ever (24/7 Wall Street)
Be in the know. 10 key reads for Saturday…
- Good Writers Make Better Hedge Fund Managers (Institutional Investor)
- Kirsten Dunst Season Is Now in Full Swing (Vanity Fair)
- “Super Cathartic”: Why Peak-TV Hollywood Is Obsessed With Ping-Pong (Vanity Fair)
- Opinion: Lotus rises from the dead with a 2,000-horsepower electric sports car (MarketWatch)
- Week in Review: How Trump’s policies moved stocks (TheFly)
- Hedge Fund Titans’ Struggles in Insurance Offer a Value Play (Barron’s)
- 2 Tech Stocks to Ride the 5G Wireless Trend, According to an Analyst (Barron’s)
- Hedge Fund and Insider Trading News: David Harding, Warren Buffett, Ray Dalio, Jana Partners, GAMCO Investors, Anterix Inc (ATEX), County Bancorp Inc (ICBK), and More (Insider Monkey)
- Ron Williams Discusses the Health-Care Business (Podcast) (Bloomberg)
- ECRI Weekly Leading Index Update (AdvisorPerspectives)
Q2 Earnings Estimates Beat. Guidance Healthy…
Data Source: Factset
With 99% of the S&P 500 reporting for Q2, earnings beat estimates by 2.3% (expected -2.7%, at -0.4%). Continue reading “Q2 Earnings Estimates Beat. Guidance Healthy…”
Unusual Options Activity – Centene Corporation (CNC)
Today some institution/fund purchased 935 contracts of Jan 2020 $45 strike calls (or the right to buy 93,500 shares of Centene Corporation (CNC)at $45). The open interest was just 1364 prior to this purchase. Continue reading “Unusual Options Activity – Centene Corporation (CNC)”
