Be in the know. 15 key reads for Thursday…

  1. Chesapeake Debt Deal Staves Off Bankruptcy (Yahoo! Finance)
  2. Chris Hogan: How to have the happiest Christmas ever (I dare you!) (Fox Business)
  3. Dollar General’s Earnings Show Retail Is Great as Long as You Sell at a Discount (Barron’s)
  4. Japan launches $122 billion stimulus to fight trade risks, post-Olympic slump (Business Insider)
  5. Steve Cohen Is in Talks to Buy the Mets. You Could Buy a Piece of Another Team. (Barron’s)
  6. Carl Icahn Says the HP-Xerox Merger Is a ‘No-Brainer’ (Barron’s)
  7. Oil rises as OPEC weighs deeper output cuts (Street Insider)
  8. Robert Shiller on the ‘Trump Narrative’ That’s Lifting Stocks, and Other Investor Enthusiasms (Barron’s)
  9. This Billionaire CEO’s Brilliant Idea Made Him Rich, Twice (Investor’s Business Daily)
  10. U.S. Jobless Claims Unexpectedly Drop to Lowest in Seven Months (Bloomberg)
  11. Soros CIO Puts Conservative Stamp on Fund Built With Bold Bets (Bloomberg)
  12. Math Whiz Trades Without Humans to Make $700 Million Fortune (Bloomberg)
  13. US Trade Deficit Shrinks To Smallest In 16 Months (ZeroHedge)
  14. How Steve Miller’s ‘Fly Like an Eagle’ Took Off (Wall Street Journal)
  15. Pound Hits Fresh High on Boris Johnson’s Election Prospects (Wall Street Journal)

The Taylor Swift “Bad Blood” Energy Market (and Sentiment Results)

In previous weeks we discussed being bullish on the general market over the intermediate term, while recognizing and respecting a short term “overbought” condition that could either be worked off in time (grind sideways) or price (short term pullback) to shake out the “late money” that missed the rally from Aug/Sept lows.

Continue reading “The Taylor Swift “Bad Blood” Energy Market (and Sentiment Results)”

Be in the know. 12 key reads for Wednesday…

  1. Exxon Mobil Stock Could Surge 47% as 2020 May Finally Be the Oil Giant’s Year, Analyst Says (Barron’s)
  2. The new Canada Goose Toronto store doesn’t have inventory, but it does have a daily snowstorm (CNBC)
  3. Blackstone’s Byron Wien says stocks have ‘room to move up’ and this is ‘nothing like 2006 or 1999’ (CNBC)
  4. Third Point Posts Strong November Gain (Institutional Investor)
  5. Growth stocks still have room to run before reaching previous bubble valuations, Credit Suisse strategist says (MarketWatch)
  6. A Big Question Looms Ahead of OPEC. What That Means for Oil Prices. (Barron’s)
  7. New study shows small businesses are the most optimistic on record, even as trade-war and recession fears swirl (Business Insider)
  8. Pound climbs to six-month high, leaving FTSE 100 to sit out a global equity rally (MarketWatch)
  9. Lil Nas X, Country Music’s Renegade Rapper (Bloomberg)
  10. Trump won’t ruin Christmas for Wall Street with China tariffs, investor Peter Boockvar predicts (CNBC)
  11. Faded Texas Oil Field Offers Austerity Lesson for U.S. Shale (Yahoo! Finance)
  12. Oil Trading in Sweet Spot Adds to Improving Economic Signals (Wall Street Journal)

Be in the know. 10 key reads for Tuesday…

  1. Here’s a full list of every book Warren Buffett has recommended this decade—in his annual letters (CNBC)
  2. Oil rises for a second day as Saudi Arabia pushes supply cut (Reuters)
  3. Japan’s Government Calls for Decisive Fiscal Action (Bloomberg)
  4. Fund managers deploy machines to decipher British election riddle (Reuters)
  5. Oil Trading in Sweet Spot Adds to Improving Economic Signals (Wall Street Journal)
  6. Dyal Capital Has a $9 Billion Fund to Deploy. Here’s Who Is Getting That Money. (Institutional Investor)
  7. OPEC+ Set to Debate Oil-Cut Cheating as Russia Seeks Rule Change (Bloomberg)
  8. Here’s everything investors need to know ahead of Britain’s election next week (MarketWatch)
  9. Is Boris Johnson heading for another Brexit crisis? (Financial Times)
  10. Who Will Rise at Art Basel Miami Beach? (Wall Street Journal)