Q1 “as reported” Earnings: High Beat Rate, Low Margins…
Q1 Operating Earnings “Margin of Safety” Improves
We got a nice bump up in Q1 “Operating Earnings” expectations from Howard Silverblatt at S&P Global last week (from $36.82 to $37.23). This is helpful because it puts a $2.20 cushion from the possibility of having 2 Continue reading “Q1 Operating Earnings “Margin of Safety” Improves”
(80% recent Accuracy) What the Commitments of Traders says about Soybean Meal Futures
The Commitments of Traders is a weekly market report issued by the Commodity Futures Trading Commission (CFTC) enumerating the holdings of participants in various futures markets in the United States. It is collated Continue reading “(80% recent Accuracy) What the Commitments of Traders says about Soybean Meal Futures”
Be in the know. 7 key reads for Monday…
- Anadarko to Resume Occidental Talks About $38 Billion Takeover (Bloomberg)
- US-China trade talks are in the ‘final laps,’ Treasury Secretary Mnuchin says (CNBC)
- Cloud Gathers Over Chip Makers (Wall Street Journal)
- ‘Avengers: Endgame’ smashes box-office records with $1.2 billion weekend (MarketWatch)
- Consumer spending jumps in March while core inflation moderates (MarketWatch)
- Traders Brace for Big Moves After GE Earnings This Week (Wall Street Journal)
- Chinese electric car maker BYD’s Q1 profit up 632% (Irish Times)
Quote of the Day…
Be in the know. 20 key reads for Sunday…
- The Best Sandwiches in New York, as Picked by Top Chefs (Bloomberg)
- Ford Mustang still top sports car, but Dodge Challenger ousts Chevy Camaro as No. 2 (USA Today)
- The big mystery in the GDP report — where did the inventories come from? (MarketWatch)
- Week in review: How Trump’s policies moved stocks (TheFly)
- A Little Market Chaos Is Just Fine With These Stock Traders (Bloomberg)
- Nicole Kidman Burns Brighter Than Ever (Vanity Fair)
- Kevin Systrom (Founder of Instagram) — Tactics, Books, and the Path to a Billion Users (#369) (Tim Ferriss)
- Hedge Fund and Insider Trading News: Kyle Bass, Pinterest Inc (PINS), ARMOUR Residential REIT, Inc. (ARR), Camping World Holdings Inc. (CWH), and More (Insider Monkey)
- Volkswagen Built the World’s Fastest Electric Car. Now, It’s Planning a Whole EV Family (Robb Report)
- 25 Secrets Chick-Fil-A Employees Will Never Tell You (BuzzFeed)
- Brodie Van Wagenen’s Bold Plan to Resurrect the Mets (Men’s Journal)
- Brian Earhart Makes Epic 391-Foot Disc Golf Hole-In-One (Digg)
- Aston Martin Unleashes Their Fastest Convertible Ever (Maxim)
- Helping others makes us happier — but it matters how we do it (Ted)
- What Happened To U.S. Workers? (NPR Planet Money)
- The Anatomy of a Great Decision (Farnam Street)
- 9 Success Habits of Wealthy People That Cost Nothing (Entrepreneur)
- China says criticisms on IP protection lack evidence amid trade spat (Reuters)
- Bond Traders Betting on a Fed Rate Cut Won’t Be Easily Dissuaded (Bloomberg)
- Uber is seeking a public valuation as high as $90 billion (Business Insider)
Be in the know. 9 key reads for Saturday…
- Who Created Maslow’s Iconic Pyramid? (Scientific American)
- Chinese stocks just saw their worst week since October (CNBC)
- 4 Rules of Successful Networking (Forbes)
- Jack Dorsey’s TED Interview and the End of an Era (New Yorker)
- Hedge Funds Are Shorting the VIX at a Rate Never Seen Before (Bloomberg)
- Ray Dalio has donated $100 million to fight poverty and boost public education in Connecticut. Now comes the hard part. (Hartford Courant)
- Billionaire investor Howard Marks explains why he’s investing with ‘more caution than usual’ (Business Insider)
- Trump debates waiving Jones Act to ship natural gas to New England and Puerto Rico (Washington Examiner)
- Stanley Cup Playoffs 2019: Sharks roll past Avalanche; Hurricanes top Islanders 1-0 in OT (CBS Sports)
