- Leon Cooperman says the market has become too pessimistic on energy stocks, too euphoric on Tesla (CNBC)
- Junk bond king’s pardon ‘is spectacular’ for Wall Street (Financial Times)
- Record Wall Street rally triggers boom in options (Financial Times)
- Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios (Benzinga)
- The Michael Milken Project (Institutional Investor)
- ‘Very Big Trade Deal’ With India In Progress Ahead Of Visit, Trump Says (Benzinga)
- Building Permits Surge To 13 Year Highs Thanks To Warm Weather In Northeast (ZeroHedge)
- China’s virus-hit industrial cities start to ease curbs, restore production (Reuters)
- Oil up on slowing pace of coronavirus, Venezuela sanctions (Reuters)
- It’s Michael Milken’s World. The Rest of Us Just Live in It. (Barron’s)
- Hedge Funds Keep Backpedaling From S&P 500’s Biggest Winners (Bloomberg)
- What Warren Buffett Might Tell Investors in His Annual Letter This Week (Barron’s)
- Gilead’s Coronavirus Drug Trial Slowed by Lack of Eligible Recruits (Wall Street Journal)
- Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes (Bloomberg)
- Why Teva’s Grand Turnaround Could Just Be Getting Started (24/7 Wall Street)
- Pound Climbs After Inflation Tempers Risk of a Rate Cut (Bloomberg)
- SoftBank plans to borrow up to $4.5 billion using its domestic telecom’s shares as collateral. (Business Insider)
- Billionaire investor Leon Cooperman ramps up his criticism of Bernie Sanders, calling him a ‘bigger threat’ to the stock market than coronavirus (Business Insider)
- February Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
- It’s never been this hard for companies to find qualified workers (CNBC)
Tag: Brexit
Be in the know. 13 key reads for Tuesday…
- 5 Stocks That Could Rally if Coronavirus Slows (Barron’s)
- It isn’t 1999—the party’s not over for tech stocks yet, Goldman says (MarketWatch)
- How a Reality-TV Producer Became Rainmaker to $300 Billion Saudi Fund (Wall Street Journal)
- Buy Lyft Stock Because the Company Could Be an Acquisition Target, Analyst Says (Barron’s)
- Philadelphia Auto Show 2020: 1,750-horsepower SSC Tuatara makes its first public debut (USA Today)
- Five Hedge Fund Heads Made More Than $1 Billion Each Last Year (Bloomberg)
- Powell stresses that Fed is ‘closely monitoring’ coronavirus (CNBC)
- Ray Dalio Says Market Impact of Coronavirus Is ‘Exaggerated’ (Bloomberg)
- Dollar’s surge adds to coronavirus risks for US economy (Financial Times)
- Schwarzman on phase 2 US-China trade deal: ‘The question is timing’ (Yahoo! Finance)
- Pound Needs More Than Dated Data to Change Its Negative Bias (Bloomberg)
- Trump interview with Trish Regan (Fox Business)
- Stockpickers turn to big data (Financial Times)
Be in the know. 10 key reads for Saturday…
- 4 Bargains to Be Found Among Stocks Hit by Coronavirus Fears (Barron’s)
- James Bond’s favorite car maker Aston Martin gets rescue investor (New York Post)
- UK formally leaves the European Union and begins Brexit transition period (CNBC)
- What Third Point Is Worried About in 2020 (Institutional Investor)
- S&P 500 wipes out gain for the year on coronavirus fears (Financial Times)
- The Inner Game: Why Trying Too Hard Can Be Counterproductive (Farnam Street)
- How Warren Buffett Made 50% Returns During His Partnership Days | Warren Buffett’s Investment Strategy Explained (Macro-Ops)
- Eight Things I Never Knew About Jack Dorsey (Ramp Capital)
- Ray Dalio Is Still Driving His $160 Billion Hedge-Fund Machine (WSJ)
- Drugmakers Are Racing to Develop a Coronavirus Vaccine (Barron’s)
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)
Be in the know. 10 key reads for Thursday…
- 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)
Be in the know. 12 key reads for Thursday…
- Boeing’s Latest Setback Could Have a Silver Lining (Wall Street Journal)
- 4 Tech Stocks With Big Dividends (Barron’s)
- IBM’s Turn Might Stick (Wall Street Journal)
- Bulletproof 1928 Caddy once owned by Al Capone up for sale for big bucks (Fox Business)
- The new kings of the bond market (Financial Times)
- White House has started work on second round of tax cuts to boost growth, Mnuchin says (CNBC)
- Greta Thunberg isn’t qualified to lecture the US on climate change, Treasury Secretary Steven Mnuchin says (Business Insider)
- ECB launches review that will redefine its mission and tools (Reuters)
- Secretive Startup Promises Satellite Internet for the Masses (Bloomberg)
- One value strategy now favors commodity sector over techs (MarketWatch)
- Pound Forecasters Tune Out BOE Cut Calls to Sound Upbeat (Bloomberg)
- Brexit Divorce Deal Clears U.K. Parliament (Wall Street Journal)
Be in the know. 6 key reads for Martin Luther King Day…
- ‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
- Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
- Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
- OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
- Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
- British Pound Shows Signs of Strength Before Brexit (Bloomberg)
Be in the know. 10 key reads for Wednesday…
- Bridgewater’s Greg Jensen sees gold rallying as central banks ease (Financial Times)
- Burger King offers Prince Harry a job (New York Post)
- US natgas production to slip for first time since 2016 (Financial Times)
- FOX Business EXCLUSIVE: Breakdown of China’s $200B buys from America under historic phase one trade deal (Fox Business)
- This Is What Sets Top-Performing Hedge Fund Managers Apart (Institutional Investor)
- It May Be Time to Shop for Shares of U.K. Property Firms (Barron’s)
- Sen. Rob Portman: Trump’s Trade Deal Forces China to Start Playing by the Rules (Barron’s)
- Are Amazon and FedEx Really Ready to Be Friends Again? (24/7 Wall Street)
- The Fed (Mostly) Didn’t Cause the Latest Stock Market Melt-Up (Wall Street Journal)
- Nio’s stock soars on heavy volume after report of funding secured (MarketWatch)
Be in the know. 7 key reads for Monday…
- U.S. Consumer Tech Sales Projected to Increase 4% in 2020. These Trends Will Drive the Growth. (Barron’s)
- ‘Bad’ Manufacturing Data Contained Good News for Industrial Stocks. Here’s Why. (Barron’s)
- UK economy boosted by ‘greater Brexit clarity’ after conservative win (Fox Business)
- Barron’s Picks And Pans: Amazon, Dine Brands, Walgreens And More (Yahoo! Finance)
- Top Energy Stocks for January 2020 (Investopedia)
- Don’t laugh: Here’s why the ‘great rotation’ from bonds to stocks could finally happen in 2020 (MarketWatch)
- Here’s how the Dow and S&P 500 perform in years after they ring up gains of 20% (MarketWatch)
Be in the know. 10 key reads for Friday…
- Top 10 Tasks for Boeingâs New CEO (Wall Street Journal)
- China’s cabinet plans further action to boost manufacturers: state media (Reuters)
- The Power of Social Media in Predicting Stock Returns (Institutional Investor)
- Ten Strategists on What U.S.-Iran Escalation Means for Markets (Bloomberg)
- Why Battered Oilfield Services Stocks Could Be Big 2020 Winners (24/7 Wall Street)
- Why You Should Keep An Eye On These 5 Leading Health Care Stocks (Investor’s Business Daily)
- Macau casinosâ luck may change. Two stocks that could win (Barron’s)
- The U.S. killed an Iranian Generalâand the Riskiest Oil Stocks Are Flying (Barron’s)
- Boris Johnson’s chief adviser posted a bizarre advert calling for ‘super-talented weirdos’ to help run the UK government (Business Insider)
- U.S. shale producers to tap brakes in 2020 after years of rapid growth (Reuters)