Be in the know. 10 key reads for Monday…

  1. Hold Tight to Value Stocks. They May Be Set to Rise Soon. (Barron’s)
  2. U.S. Retail Sales Unexpectedly Fall; Prior Reading Revised Up (Bloomberg)
  3. 6 things successful people like Bill Gates and Jeff Bezos do on weekends to make their Mondays more productive (CNBC)
  4. China Purchases Could Undercut Trump’s Larger Trade Goal (New York Times)
  5. Things are suddenly looking a lot brighter for China’s manufacturing sector (Business Insider)
  6. ‘Fear of Missing Out’ Pushes Investors Toward Stocks (Wall Street Journal)
  7. Tesla, SpaceX CEO Elon Musk releases rap song: ‘RIP Harambe’ (USA Today)
  8. Costco Stock Is Trading Near a Record, and One Director Has Been Selling (Barron’s)
  9. The 5G Network Rollout And The 4th Industrial Revolution (Investor’s Business Daily)
  10. Private equity tricks mask mounting debt: ‘I’m 5 foot 8 inches, but I change the scale and make myself 6 foot 2 inches on a pro forma basis’ (Business Insider)

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Be in the know. 20 key reads for Sunday…

  1. The ETF Tax Dodge Is Wall Street’s “Dirty Little Secret” (Bloomberg)
  2. Artificial Intelligence Stocks To Buy And Watch Amid Rising AI Competition (Investor’s Business Daily)
  3. How the Dow Spinoff Could Unlock Value and Offer a Rich Dividend (Barron’s)
  4. Fed’s Quarles says more rate hikes could be ahead ‘at some point’ as economy improves (CNBC)
  5. The U.S. Military Is Hiring Palantir to Build Battlefield AI (Futurism)
  6. The Mueller report will be released to the public by mid-April (VOX)
  7. How Neurofeedback Is Revolutionizing Stress Management (Medium)
  8. A small child tried to fight Gritty (Mashable)
  9. What “Machiavellian” really means (Ted Talk)
  10. An Indicator In The Hand (NPR Planet Money)
  11. In the face of adversity, are you a Guernsey or a Brahman? (Farnam street)
  12. Theresa May’s Third Brexit Loss Closes More Doors (The New Yorker)
  13. The Trumpification of the Fed (Vanity Fair)
  14. George Dantzig: The real Will Hunting (Big Think)
  15. Military Tries Out Fish as Underwater Spies (Scientific American)
  16. Just say no? (The Irrelevant Investor)
  17. Why An MMT Advocate Became One of Its Loudest Critics (Podcast) (Bloomberg)
  18. Notable Investors Dump Micron on Bleak Outlook (Whale Wisdom)
  19. Even hedge funds investing in Lyft don’t believe in its long-term prospects (recode)
  20. 13 Strangest Unsolved Mysteries of the Art World (Reader’s Digest)

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Deal or no Deal?

Neither Soybeans nor Natural Gas seemed convinced that the trade talks with China were “constructive” this week.  We’ll see what next week brings…

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Be in the know. 20 key reads for Saturday…

  1. Goldman Sachs Has 5 Top Energy Stocks to Buy With Huge Implied Upside24/7 Wall Street)
  2. Joshua Miller Discusses the Hot Hand Phenomenon (Podcast) (Bloomberg)
  3. Boston Dynamics’ New Warehouse Robot Threatens Millions Of Jobs (ZeroHedge)
  4. A Magician Explains Why We See What’s Not There (Nautilus)
  5. Hedge Funds Are ‘Impotent’ as Activists (Institutional Investor)
  6. Netflix: There’s Never Been a Riskier Time to Invest Than Now (TheStreet)
  7. Is DJIA-NASDAQ Monthly Divergence Bearish or Bullish? (Almanac Trader)
  8. White House Pushes Fed to Cut Interest Rates (Wall Street Journal)
  9. U.S. Trade Negotiators Take Aim at China’s Cybersecurity Law (Wall Street Journal)
  10. The Real Reason Porsche Ignitions Are Left of the Wheel (Wall Street Journal)
  11. 5 Ways To Be A More Positive Person (Forbes)
  12. Hedge Funds Have Never Been This Bullish On UnitedHealth Group Inc. (UNH) (Insider Monkey)
  13. Here Are the 27 Restaurants in France Rated Three Stars by Michelin (Robb Report)
  14. How a Google side project evolved into a $4B company (Tech Crunch)
  15. ECRI Weekly Leading Index Update: “GDP Data Tells You Nothing About Recession Risk” (Advisor Perspectives)
  16. Fundamental Analysis of the Oil Market (EconMatters)
  17. The Tiger and the Tragic Trick: Siegfried & Roy’s Animal Handler Breaks Silence on Mauling, Alleges Cover-Up (Hollywood Reporter)
  18. How This Billionaire Luxury Magnate Became One of the World’s Richest Men (Maxim)
  19. Week in review: How Trump’s policies moved stocks (TheFly)
  20. Global Bond-Market Investors Are Getting Really Nervous (Bloomberg)

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Be in the know. 7 key reads for Friday…

  1. Lyft, Inc. (LYFT) Prices 32.5M Share IPO at $72/Sh (Street Insider)
  2. U.S., China hold ‘constructive’ trade talks in Beijing (Reuters)
  3. Buffett on the economy: ‘It looks like things have slowed down’ (CNBC)
  4. The 5G Network Rollout And The 4th Industrial Revolution (Investor’s Business Daily)
  5. Buy Disney Stock Before Its Investor Day, Says Analyst (Barron’s)
  6. U.S. Consumer Spending Misses Forecasts as Inflation Eases (Bloomberg)
  7. The 4% Mortgage Is Back (Wall Street Journal)

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AAII Sentiment Results: NO MAN’S LAND – Part Trois!

I focus on the AAII sentiment indicator when it is at true extremes.  This week, the bullish sentiment moved back down to 33% from 37%.  This is a neutral rating (not optimistic or excessively pessimistic).  The Bearish Percent creeped up to 27% from 23% which is still pretty complacent until we see a move to the high 30s/low 40s.  So while there is no euphoria on the side of the bulls, there is also very little fear and still a decent amount of complacency- hence NO MAN’S land part Trois!

The past 3 weeks of “No Man’s Land Parts un-trois” are also reflected in the indices which have basically gone nowhere in the month of March:

Here are the last two editions of “No Man’s Land:”

AAII Sentiment Results: NO MAN’S LAND – Part Deux!

AAII Sentiment Results: NO MAN’S LAND!

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Be in the know. 10 key reads for Thursday…

  1. Tim Knight takes a technical view with “Downtrend Intact” (Slope of Hope)
  2. Hedge Fund and Insider Trading News: Bodenholm Capital, Regal Funds Management, Nexstar Media Group Inc (NXST), Denbury Resources Inc. (DNR), and More (Insider Monkey)
  3. Boeing Will Recover (Bloomberg)
  4. Exclusive: China makes unprecedented proposals on tech, trade talks progress – U.S. officials (Reuters)
  5. Bond yields on the canvas, Turkey’s lira on the ropes (StreetInsider)
  6. Why Pfizer May Soon Make Up Lost Ground in Underperforming Against Merck (24/7 Wall St.)
  7. Mystery Trader Bets Huge That Market Is Wrong On Fed Rate-Cuts (ZeroHedge)
  8. Pimco and BlackRock Have a Contrarian Bet on Inflation (Bloomberg)
  9. 19th-Century ‘Humiliation’ Haunts China-U.S. Trade Talks (New York Times)
  10. U.S. LNG Tipped To Go Global On Abundant Supplies (Forbes)

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