Hedge Fund Tips

Be in the know. 10 key reads for Friday…

Fed moves to ease some restrictions under the Volcker rule (CNBC)
Russia’s Ministry of Health names three drugs that can treat new Chinese coronavirus (RT)
OPEC curbs, supply risks to buoy oil prices in 2020: Reuters poll (Reuters)
New coronavirus: How soon will a treatment be ready and will it work? (New Scientist)
After Brexit, the EU Will Have to Be Flexible, Too (Barron’s)
Brexit is happening tonight: Here’s how we got here, and what comes next (CNBC)
Biotech Giant Biogen Banks On Alzheimer’s Approval In 2020 Outlook (Yahoo! Finance)
Ray Dalio: We ‘Don’t Have a Clue’ How Coronavirus Will Impact Markets (Institutional Investor)
Trump set for acquittal as bid to call witnesses falters (Financial Times)
Pound Ends Tough Month on a Bright Note After BOE Decision (Bloomberg)

BoE’s Carney says rate cut would have led to above-target inflation (Reuters)
Biogen Rallies After Q4 Earnings Top Views (Investor’s Business Daily)
Ken French: ‘There Is No Way to Tell’ If Value Premium Is Disappearing (Institutional Investor)
Alibaba Stock Looks Like a Buy on China Virus Fears (Barron’s)
The one word that defined Davos, investing in India’s hyper-growth, and fading recession fears (Business Insider)
Here’s what is worrying one stock-market bull (MarketWatch)
OPEC May Move Up Meeting As Coronavirus Continues To Batter Oil Prices (OilPrice)
US Oil Exports Could Explode After Once In A Lifetime Power Shift In China (OilPrice)
US energy ‘junk’ bonds hammered by oil plunge (Financial Times)
The “‘Great Wall’ of Worry” Stock Market (and Sentiment Results)…(ZeroHedge)

5 reasons coronavirus fears are overblown — and 14 stocks to buy now – (MarketWatch)
U.S. Drugmakers Ship Therapies to China, Seeking to Treat Coronavirus (Wall Street Journal)
Yahoo! Finance TV Appearance on Monday (Video) (Hedge Fund Tips)
The S&P 500 Just Broke a Streak of Not Moving 1%. Here’s What History Says Happens Next. (Barron’s)
The Coronavirus Slammed Stocks. How the Fed and Beijing Can Help the Economy. (Barron’s)
Investors Poured Billions Into This Strategy. It’s Not Panning Out. (Institutional Investor)
Lockheed Martin beats estimates, raises sales forecast on higher F-35 deliveries (Reuters)
Ultrafast Trading Costs Stock Investors Nearly $5 Billion a Year, Study Says (Wall Street Journal)

Tepper, Druckenmiller Say Theyâ€™re â€˜Ridingâ€™ Market Rally (Bloomberg)
OPEC secretary general says oil demand has â€˜upside potentialâ€™ (CNBC)
Tesla and 25 Other Stock Picks from Barronâ€™s Roundtable Panelists (Barron’s)
Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
Barronâ€™s Beat the Stock Market Last Year. Hereâ€™s How We Did It. (Barron’s)
These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
Pharma and Biotech Arenâ€™t Worried About Democratsâ€™ Attacks Against Drugmakers (Barron’s)
Oilâ€™s Minnows Need to Start Earning Their Keep (Bloomberg)
Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
Bob Iger â€” CEO and Chairman of Disney (#406) (Tim Ferriss Show)
Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)

Data Source: Finviz

Data Source: Finviz

Stocks Continue to Rise. How Much Is Due to the ‘January Effect?’ (Barron’s)
Trump administration nears decision on LNG shipping by train (Financial Times)
Goldman Sachs says Europe’s stocks have a huge ‘cushion’ not seen since the financial crisis (Business Insider)
Commodities may not stay cheap forever (Financial Times)
History will repeat itself when it comes to stocks in 2020, Goldman Sachs says (MarketWatch)
Biotech Stocks Could Soar In 2020 On CRISPR Gene Editing And Precision Medicine (Investor’s Business Daily)
Time to Buy Long-Dated TIPS, Says Bank of America (MarketWatch)
Stock Picker Who Pummeled The Market By 76% Reveals His 2020 Bets (Investor’s Business Daily)
China’s yuan rallies, yen slides ahead of U.S. trade deal (Street Insider)
Photos of Yelp’s top 100 places to eat in 2020 (USA Today)
U.S.-China phase one trade deal: 7 things you need to know (FoxBusiness)
Barron’s Picks And Pans: Apple, Bank of America, Lockheed Martin And More (Yahoo! Finance)

Biotech Looks for Fireworks in First Quarter to Regain Momentum (Bloomberg)
Bet on the Big Banks — and Bank of America (Barron’s)
Davos? Meet Me at Butternut Instead. (Barron’s)
A New Hot Spot for Oil Could Boost These 4 Companies (Barron’s)
Davos? Meet Me at Butternut Instead. (Barron’s)
Biogen Awaits a Decision on a Key Patent. At Risk Is Its Biggest Drug (Barron’s)
Trump Allies Explore Buyout of Conservative Channel Seeking to Compete With Fox News (Wall Street Journal)
New Sanctions Power Could Squeeze Remaining Iranian Trade Channels (Wall Street Journal)
The Internet of Things Is Changing the World (Wall Street Journal)
Trump Says Iran Had Planned to Attack Four U.S. Embassies (Bloomberg)
Hummer is back as GM revives name for electric pickup (USA Today)
S&P 5,000? Why one fund manager says that milestone may be reached sooner than you would expect (MarketWatch)
These were the most talked-about products at CES (CNN Business)
Mark Zuckerberg Says He Hunts Wild Boar With a Bow and Arrow (Futurism)
Penn Jillette on Magic, Losing 100+ Pounds, and Weaponizing Kindness (#405) (Podcast)
The Four Traits of Successful Asset Managers (Institutional Investor)
Gradual Improvements Redux (theirrelevantinvestor)
Client for Life (The Reformed Broker)
Is Vulnerability a Choice? (Farnam Street)
Eight lessons from market history (Evidence Investor)

Article referenced in VideoCast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover: