Be in the know. 12 key reads for Friday…

  1. Fed’s Bullard on his rate cut dissent: US manufacturing appears to be ‘in recession’ (CNBC)
  2. Larry Ellison on Uber, Tesla, AI, and More (Barron’s)
  3. AbbVie Stock Is Falling Because Investors Hate the Allergan Deal. The Vice Chairman Bought Up Shares. (Barron’s)
  4. China cuts new loan rate for second month but struggling economy likely needs more (Reuters)
  5. Activist investor Peltz says GE CEO Culp is doing a good job (Yahoo! Finance)
  6. U.S. bankers seize on repo-market stress to push for softer liquidity rules (Reuters)
  7. Light Street’s Glen Kacher: ‘Multiples Should be Higher’ (Institutional Investor)
  8. Jim Grant, “Nobody’s going to be right all the time. Our job was to make people stop and think.”  (Institutional Investor)
  9. Netflix chief says ‘The Crown’ will look a bargain after streaming explosion (Reuters)
  10. Hold That Recession: U.S. Indicators Are Trouncing Forecasts (Bloomberg)
  11. Fed Will Weigh Resuming Balance Sheet Growth at October Meeting (Wall Street Journal)
  12. Tesla’s Model 3 earns insurance industry’s top safety rating (New York Post)

Be in the know. 8 key reads for Thursday…

  1. Hedge Fund and Insider Trading News: John Paulson, Daniel Loeb, Tom Steyer, GoldenTree Asset Management, Fox Factory Holding Corp (FOXF), Silicon Laboratories (SLAB), and More (Insider Monkey)
  2. Investors and the Fed: I’m OK, You’re OK (Wall Street Journal)
  3. U.S., Chinese trade deputies face off in Washington amid deep differences (Reuters)
  4. 10 Stable Growth Socks That Are Still Worth the Price, Analyst Says (Barron’s)
  5. Buffett protégé Tracy Britt Cool leaving Berkshire Hathaway (New York Post)
  6. U.S. Jobless Claims Increase Less Than Forecast to 208,000 (Bloomberg)
  7. Microsoft to Buy Back Up to $40 Billion in Stock (Wall Street Journal)
  8. Just Two Stocks Turned Pennies Into Billions (Investor’s Business Daily)