Be in the know. 11 key reads for Monday…

  1. An Investment Tip From Mr. ZIP: Spot a coming trend and buy something close. No one knows exactly what’ll take off. (Wall Street Journal)
  2. Tepper’s Appaloosa Has Large S&P Call Option Position (Market Realist)
  3. GE to freeze pensions for about 20,000 employees, stock surges (MarketWatch)
  4. Barron’s Picks And Pans: Netflix, Raytheon, Spotify, Taiwan Semi And More (Yahoo! Finance)
  5. Review: The Dodge Challenger SRT Hellcat Redeye is a big, brash, intoxicating supercar (CNBC)
  6. Netflix has focused on India as a key area for growth. Exclusive data tells the story of its progress. (Business Insider)
  7. People Who Work from Home Earn $2,000 More a Year (Bloomberg)
  8. Goldman Says It’s Too Early to Call End to Equity Bull Market (Bloomberg)
  9. JPMorgan Says Euro Area to Be Key Equities Winner in Brexit Deal (Bloomberg)
  10. It’s ‘Too Early to Turn Cautious’ on Stocks (Barron’s)
  11. Fed Confronts Balance-Sheet Decisions to Curb Money-Market Volatility (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. There’s No Recession Coming. The Fed Will Make Sure of That. (Barron’s)
  2. ECRI Weekly Leading Index Update (Advisor Perspectives)
  3. How Iceland’s Tourism Bubble Deflated (NPR Planet Money)
  4. Externalities: Why We Can Never Do “One Thing” (Farnam Street)
  5. The Coming Crisis of China’s One-Party Regime (Project Syndicate)
  6. The Negative Effects of Chinese Financial Repression (Podcast) (Bloomberg)
  7. 10 Walt Disney Quotes That Could Boost Your Small Business (Entrepreneur)
  8. Buy Delta stock or sell it? Your time horizon is the key. (Barron’s)
  9. Odds Apple Buys Netflix Advance (24/7 Wall Street)
  10. How to Succeed in Business? Major in Liberal Arts (Bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Charles Schwab, Lennar, Johnson & Johnson: Stocks That Defined the Week (Wall Street Journal)
  2. Fed Officials Signal Openness to More Easing After Jobs Report (Bloomberg)
  3. The 2019 S&P 500 Sector Quilt (awealthofcommonsense)
  4. LEAPS (focusedcompounding)
  5. Stephen Schwarzman Hung Out a Shingle. Then He Waited (Institutional Investor)
  6. Google in talks to acquire TikTok rival Firework (New York Post)
  7. The Fed Will Give the Market What It Wants. Again (Bloomberg)
  8. Powell Says Economy Faces Some Risks But Still in Good Place (Bloomberg)
  9. JPMorgan, BlackRock Say Investors Too Cautious on Repeat of 2008 (Bloomberg)
  10. Banksy’s ‘Devolved Parliament’ painting showing monkeys in House of Commons sold for $12 million (Luxuo)
  11. I spent the day with a New Jersey commuter who rides a Jet Ski to work, and it changed the way I think about my week (Business Insider)
  12. The Fed says it will continue overnight repos of at least $75 billion through November 4 (Business Insider)
  13. Shipping Fuel Is About to Get Cleaner. What It Means for Investors. (Barron’s)
  14. A GE Stock Bear Trashed the Aviation Unit. Here’s Why Investors Shouldn’t Worry. (Barron’s)
  15. Banks Expected to Get Break on Postcrisis Rules (Wall Street Journal)
  16. Opportunity Zones Aren’t a Program—They’re a Market (Fortune)
  17. Hedge Fund and Insider Trading News: Glenn Dubin, Tiger Global Management, Arrowgrass Capital Partners, Darsana Capital Partners, Apple Inc. (AAPL), PROS Holdings, Inc. (PRO), and More (Insider Monkey)
  18. Top 20 Best Warren Buffett Quotes On Money, Life And Success (ValueWalk)
  19. Zuckerberg misunderstands the huge threat of TikTok (TechCrunch)
  20. The Cheating Scandal Rocking the Poker World (The Ringer)

Earnings Estimates Update: Johnny Nash Style…

Data Source: FactSet

Everyone knows the classic song by Johnny Nash, “I Can See Clearly Now”

I can see clearly now the rain is gone
I can see all obstacles in my way
Gone are the dark clouds that had me blind
It’s gonna be a bright (bright)
Bright (bright) sunshiny day
It’s gonna be a bright (bright)
Bright (bright) sunshiny day

Continue reading “Earnings Estimates Update: Johnny Nash Style…”

Be in the know. 10 key reads for Friday…

  1. U.S. adds 136,000 jobs in September, unemployment rate hits 50-year low (MarketWatch)
  2. The Dow Could Rebound in ‘a Matter of Days.’ One Way to Play the Comeback (Barron’s)
  3. Apple to Increase iPhone 11 Output by Up to 10%, Nikkei Reports (Bloomberg)
  4. Alphabet (GOOGL) PT Raised to ‘Street High’ $1,600 at Deutsche Bank; ‘Bullish on Google Cloud’ (Street Insider)
  5. ‘Sahm Rule’ enters Fed lexicon as fast, real-time recession flag (Reuters)
  6. Eddie Murphy says ‘Dolemite Is My Name’ (and Obama’s urging) spurred his return to stand-up (USA Today)
  7. The McRib is returning to McDonald’s menus at more than 10,000 locations across America (Business Insider)
  8. Soybean Futures Bounce Back After China Restarts Purchases (Wall Street Journal)
  9. The EU signaled it won’t retaliate after Trump said he’d slap Europe with $7.5 billion in tariffs (Business Insider)
  10. Ray Dalio: ‘I’m going to go quiet in about a year’ (Yahoo! Finance)