Be in the know. 10 key reads for Monday…
- The trade war could be losing its power to frighten this battle-tested stock market (CNBC)
- Japan’s economy surprised everyone by growing last quarter (Business Insider)
- JPMorgan’s quant guru explains why stocks could surge. (Business Insider)
- Stock futures drop on concerns over spiraling fallout of Huawei crackdown (Reuters)
- Deere’s Trouble in the Fields Won’t Last (Wall Street Journal)
- Dollar holds firm as market awaits Fed minutes; Aussie shines (Street Insider)
- Which states have the highest and lowest property taxes? (USA Today)
- Facebook finally revealed what its secretive robotics division is working on, and it could spark new competition with rivals like Google and Apple (Business Insider)
- Billionaire Mark Cuban says these 2 sentences are the best advice he’s ever gotten (Business Insider)
- A lot of Fed activity this week – with two speeches today (including Powell): (Federal Reserve)
Be in the know. 20 key reads for Sunday…
- Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor (Insider Monkey)
- Hedge Fund Investor Letters 2019 Q1 (Insider Monkey)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- Exclusive: Saudi’s Falih says sees no oil shortage, but OPEC to act if needed (Reuters)
- The Best-Designed Building in Every U.S. State (Architectural Digest)
- Meet Lamborghini Urus, the Ultraluxe SUV of Your Dreams (Men’s Journal)
- The 33 People, Places and Things You Need to Know Now (Robb Report)
- American life is improving for the lowest paid (The Economist)
- CVS Wants to Make Your Drugstore Your Doctor (Fortune)
- The Formula For A Happy Life (Forbes)
- On Again/Off Again Tariffs & It’s a Pre-Election Year (Almanac Trader)
- Episode 407: A Mathematician, The Last Supper, And The Birth Of Accounting (NPR Planet Money)
- Resonance: How to Open Doors For Other People (Farnam Street)
- 2020 McLaren 600LT Spider first drive review: Drop-top track star (CNET)
- 40 Entrepreneurs Share Their Secrets to Staying Focused (Entrepreneur)
- The Best James Bond Movie Cars—Ranked (Reader’s Digest)
- The Fund Industry in Charts (A Wealth of Common Sense)
- How Aldi’s frugal, reclusive founders turned a corner grocery store into a $38 billion fortune (CNBC)
- Novak Says too Soon to Discuss Oil-Cut Options: OPEC+ Update (Bloomberg)
- Australian Dollar to Strengthen After Morrison Clings to Power (Bloomberg)
Quote of the Day…
Be in the know. 15 key reads for Saturday…
- Fund Managers’ Current Asset Allocation â May (The Fat Pitch)
- Exclusive: âJohn Wickâ Stuntmen On Training Keanu Reeves And Filming Extreme Action Scene (Maxim)
- Exclusive: U.S. may scale back Huawei trade restrictions to help existing customers (Reuters)
- Trump declares some auto imports pose national security threat (Reuters)
- Trump Lifts Metal Tariffs and Delays Auto Levies, Limiting Global Trade Fight (New York Times)
- Opinion: Crowd psychology says this âfoolâs rallyâ in stocks could fool bears (MarketWatch)
- 5 Cheap Stocks to Ride Out the Trade War (Barron’s)
- Nordstrom Stock Is Now a Canât-Miss Bargain (Barron’s)
- âNo One Wants to Give Inâ: Rally Riches Too Tempting to Abandon (Bloomberg)
- âItâs Not Age That Ends an Expansion.â Why the U.S. Economy Will Keep Humming. (Barron’s)
- U.S. Seeks to Resolve Other Trade Disputes Amid China Impasse (Wall Street Journal)
- Guess Who Got Rich off Uberâs Train-Wreck I.P.O.? (Vanity Fair)
- Nvidia’s ‘crypto overhang’ appears to be over. Here’s what Wall Street is saying about Nvidia’s Q1 results. (Business Insider)
- As Trade War Rages, Chinaâs Sway Over the U.S. Fades (New York Times)
- Michael Lewis Makes Boring Stuff Interesting (Wall Street Journal)
Both “As Reported” and “Operating” Earnings Stay Solid
Source Above: Factset
Earnings continue to stay solid. As of today we have had 92% of the S&P 500 report for Q1. 76% of companies have beat, and while earnings still look to be modestly negative year on year, they came in better than recent expectations. Continue reading “Both “As Reported” and “Operating” Earnings Stay Solid”
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Unusual Options Activity – Intel Corporation (INTC)
Today some institution/fund purchased 3,214 contracts of 6/14 $48 strike calls (or the right to buy 321,400 shares of Intel Corporation (INTC) at $48). The open interest was just 273 prior to this purchase.
Continue reading “Unusual Options Activity – Intel Corporation (INTC)”