Tag: Commodities

Be in the know. 20 key reads for Tuesday…

  1. Oil jumps after rout on stimulus hopes, Russian signal on OPEC talks (Reuters)
  2. Global Markets Are Rising After Trump Hints at Tax Cut Over Coronavirus (Barron’s)
  3. Stocks Fall More Than 7% in Dow’s Worst Day Since 2008 (Wall Street Journal)
  4. The Fed Offers Repo Market $50 Billion More to Ease Rate Pressure (Barron’s)
  5. Russia’s Oil War Has a Political Objective, Says Analyst (Barron’s)
  6. Interesting: Bullish Percent Transports (Hedge Fund Tips)
  7. High-Yield Bonds Are Sinking as Bankruptcy Fears Hit the Oil Patch (Barron’s)
  8. How a Saudi-Russian Standoff Sent Oil Markets Into a Frenzy New York Times)
  9. As Stock Markets Plunge, Trump Calls for Economic Response to Coronavirus (New York Times)
  10. Why falling oil prices could boost the Marcellus Shale (Yahoo! Finance)
  11. Treasurys plunge as Trump floats payroll tax cut amid coronavirus maelstrom (Fox Business)
  12. Wall Street CEOs to meet at White House (Fox Business)
  13. New Jersey’s Investment Chief Wants Talent. Here’s How He’ll Get It. (Institutional Investor)
  14. Lloyd Blankfein Predicts ‘Quick Recovery’ For Markets (Benzinga)
  15. Cabot Oil & Gas Is One Company Rising in Oil-Sector Carnage (Yahoo! Finance)
  16. The economy is ‘like a coiled spring’ and a sharp rebound is possible, analysts predict (CNBC)
  17. Russia to Start Foreign Currency Sales After Ruble Wipeout (Bloomberg)
  18. These Energy Stocks Were Lighter Than Air Monday (Wall Street Journal)
  19. Trump Surprised Staff With Vow to Detail Virus Aid Package Today (Bloomberg)
  20. How the Federal Reserve Can Ease the Coronavirus Panic (Wall Street Journal)

Be in the know. 10 key reads for Thursday…

  1. Be Like Warren Buffett in Times Like These. Here’s How. (Barron’s)
  2. Federal Reserve Retools Capital Rules for Largest U.S. Banks (Wall Street Journal)
  3. Market-Beating Bank CEOs Are a Rare Breed (Wall Street Journal)
  4. Cramer’s most trusted market indicator says to start buying stocks (CNBC)
  5. Larry Kudlow Says ‘We’re Not Going to Panic’ Over the Economy (Bloomberg)
  6. Capitulation Moment? ‘We are giving up on energy’, say Jefferies analysts, who compare beaten-down sector to ‘62 Mets (MarketWatch)
  7. Oil prices rise on report OPEC agrees 1.5 million barrel-per-day production cut (MarketWatch)
  8. Buffett-Backed 30-Year-Old Goes to War With Latin American Banks (Bloomberg)
  9. Exxon CEO sticks to spending targets despite oil downturn (Reuters)
  10. The Old Dominion “Snapback” Stock Market? (and Sentiment Results) (ZeroHedge)

February Bank of America Global Fund Manager Survey Results (Summary)

Data Source: Bank of America

Each month, Bank of America conducts a survey of ~200 fund managers with > $600B AUM.  Here are the key takeaways from the survey published on Feb 18, 2020: Continue reading “February Bank of America Global Fund Manager Survey Results (Summary)”

Be in the know. 12 key reads for Saturday…

  1. Energy Stocks Might Finally Have Hit Bottom (Barron’s)
  2. Americans Joining Workforce at Record Rate (Wall Street Journal)
  3. Mike Bloomberg Wants to Build an Influencer Army (Vanity Fair)
  4. Moore Capital ‘Didn’t Try That Hard’ at Succession (Institutional Investor)
  5. 20VC: Oaktree Capital’s Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less? (20 min VC)
  6. How One Value Investor Is Weathering the Strategy’s Underperformance (Institutional Investor)
  7. As OPEC+ Reels From China Virus, Libya Threatens Knockout Punch (Bloomberg)
  8. AbbVie Jumps on Strong Earnings. That’s Not the Only Reason. (Barron’s)
  9. The Mormon Church Amassed $100 Billion. It Was the Best-Kept Secret in the Investment World. (Wall Street Journal)
  10. FedEx to Start Mixing Express and Ground Operations (Wall Street Journal)
  11. Week Before Presidents’ Day Bullish since 1990 (Almanac Trader)
  12. 2020 Ford GT Adds Power And Turns Heads With Stunning ‘Liquid Carbon’ Edition (Maxim)