Be in the know. 6 key reads for Monday…

  1. Semiconductor rally faces a ‘collapse’ as chip demand breaks down, economic forecaster Lakshman Achuthan warns (CNBC)
  2. Lyft to Seek Valuation of Up to $23 Billion in Its IPO (Wall Street Journal)
  3. Apple’s Big Spending Plan to Challenge Netflix Takes Shape (New York Times)
  4. Why do 3% of Harvard MBAs make 10x as much as the other 97% combined (paragraph #2)? (Hedge Fund Tips)
  5. At Hedge Fund That Owns Trump Secrets, Clashes and Odd Math (Bloomberg)
  6. 4 Energy Stocks to Buy With at Least 60% Implied Upside (24/7 Wall Street)

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Be in the know. 17 key reads for Sunday…

  1. Irish Eyes Shine on Market Last 25 Years, but Monday After Sunday St. Patrick’s Day Weaker (Stock Trader’s Almanac)
  2. “Charlie Munger called me after reading a copy of this book and was adamant I get it made into a movie” (ValueWalk)
  3. Live and Let Charge: James Bond Will Drive an Electric Aston Martin in the Next Film (Robb Report)
  4. The Secret History of ‘The Godfather’ (Men’s Journal)
  5. Morgan Stanley Picks 30 Stocks for 2021 (24/7 Wall Street)
  6. MIB: Matthew Granade, Point72 Asset Management (The Big Picture)
  7. Hedge Fund and Insider Trading News: Coltrane Asset Management, Land & Buildings Investment Management, Tiger Global Management, Twenty-First Century Fox Inc (FOX), Hyster-Yale Materials Handling Inc (HY), and More (Insider Monkey)
  8. The Canary In The Semiconductor-Chip Fab (ZeroHedge)
  9. Buying A College Degree: Did Aunt Becky Overpay? (NPR Planet Money)
  10. Trusting your instincts is lazy: Poker pro Liv Boeree on Big Think Edge (Big Think)
  11. Selling China Short (Project Syndicate)
  12. The Twenty Craziest Investing Facts Ever (The Irrelevant Investor)
  13. Smartphones, Electric Cars, and Green Buildings Need a Better Battery. This MIT-Trained Scientist Just Might Have Built 1 (Inc)
  14. Self-Docking Boats Are Coming Soon (Popular Mechanics)
  15. Bespoke Beauty, Supercar Style: Behind the Wheel of the Wicked McLaren 720S Unveiled in New Video (JustLuxe)
  16. Fed looks to avoid crossed signals at policy meeting (Reuters)
  17. Make Smart(er) Decisions And Avoid Bad Ones (Farnam Street)

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Be in the know. 17 key Weekend Reads…

  1. The Coal Miner Who Bet Everything on U.S. Power Markets and Lost (Bloomberg)
  2. Hedge Funds Versus Analysts: Corn Predictors Are Squaring Off (Bloomberg)
  3. Wall Street’s biggest Nvidia bull and bear debate how crypto, data-center competition, and the China slowdown will impact the chip giant (Business Insider)
  4. Apple infringed three Qualcomm patents, jury finds (Reuters)
  5. The Bearish Aftermath Of Quad Witching (QuantifiableEdges)
  6. Elon Musk: $47,000 Model Y SUV “Will Ride Like a Sports Car” (Futurism)
  7. U.S. natural gas production hit a new record high (EIA)
  8. Safi Bahcall — On Thinking Big, Curing Cancer, and Transforming Industries (Tim Ferriss Podcast)
  9. Europe turns its concerns to China’s growing clout as Xi visits (CNBC)
  10. Opinion: Brace yourself for the coming spike in the VIX (MarketWatch)
  11. 2019 Energy Roundtable: The Outlook Brightens for Oil Stocks (Barron’s)
  12. Solar Stocks Get Their Power Back (Barron’s)
  13. Who Wants to See a Movie About High-Frequency Trading? High-Frequency Traders (Wall Street Journal)
  14. Trump seems hell-bent on a 2020 matchup with Beto O’Rourke (Vanity Fair)
  15. Lyft’s IPO Roadshow: What You Need To Know (Benzinga)
  16. North Korea Threatens to Exit Nuclear Talks (Wall Street Journal)
  17. The Quantum Computers in Our Future (Wall Street Journal)

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Be in the know. 5 key reads for Friday…

  1. CVS Stock Set a New Low, but Chairman David Dorman and 3 Other Insiders Are Buying (Barron’s)
  2. Stock investors wonder whether the bond market knows something they don’t (CNBC)
  3. Gilead Stock Could Surge to $84, Says Analyst (Barron’s)
  4. MPs vote to delay Brexit (Business Insider)
  5. Adobe Earnings Beat Goal For First Quarter, But Outlook Misses (Investor’s Business Daily)

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