Tag: Energy

Be in the know. 6 key reads for Martin Luther King Day…

  1. ‘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)
  2. Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
  3. Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
  4. OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
  5. Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
  6. British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Be in the know. 15 key reads for Saturday…

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

Be in the know. 5 key reads for Friday…

  1. Peak Permian Oil Output Is Closer Than You Think, Investor Says (Yahoo! Finance)
  2. Gap Stock Is Soaring After Company Scraps Old Navy Spinoff (Barron’s)
  3. TikTok Revenues Are Exploding (Barron’s)
  4. The U.S. Natural Gas Boom Is On Its Last Legs (Yahoo! Finance)
  5. Here Are the Emerging-Market Bonds to Watch If Oil Spikes Again (Barron’s)

Be in the know. 10 key reads for Thursday…

  1. China says trade deal good for all, media discourages ‘nitpicking’ (Reuters)
  2. “Are you tired of winning yet?” Stock Market (and Sentiment Results)… (ZeroHedge)
  3. U.S. Energy Industry Looks for Clarity in China Trade Deal (New York Times)
  4. Morgan Stanley Downgrades Tesla (TSLA) to Underweight, Raises PT (Street Insider)
  5. Why Raymond James Top MLPs to Buy Also May Be 2020 Best Income Ideas (24/7 Wall Street)
  6. Morgan Stanley 4Q earnings smash Wall Street estimates as revenue jumps across the board (Business Insider)
  7. Intuitive Surgical CEO Cracks The Da Vinci Code Of Success For You (Investor’s Business Daily)
  8. 2020 Could Be the Year for Small-Caps. Buy Only the Best. (Barron’s)
  9. Things May Be Looking Up for Hedge Funds (Institutional Investor)
  10. Nobody Makes Money Like Apollo’s Ruthless Founder Leon Black (Bloomberg)

“Are you tired of winning yet?” Stock Market (and Sentiment Results)…

James Branch Cabell, “The optimist claims we live in the best of all possible worlds, and the pessimist fears this is true.”

In many of his campaign rallies, President Trump said, “you’re going to start winning so much that you’re going to beg that I can’t take it anymore!”

Well that was quite a tall order, but regardless of what side of the political spectrum you lie on, Wednesday’s “Phase 1” deal was a big win for the U.S., for China, and the rest of the world. Continue reading ““Are you tired of winning yet?” Stock Market (and Sentiment Results)…”

Be in the know. 12 key reads for Tuesday…

  1. Oil Companies Are Finally Pumping Out Cash. That’s Good News for Their Stocks. (Barron’s)
  2. Buy Occidental Petroleum Stock, Morgan Stanley Says. Its Dividend Is ‘Best-In-Class.’ (Barron’s)
  3. JPMorgan posts record profit in strong start to US earnings season (Financial Times)
  4. Citigroup earnings beat expectations on 49% fixed-income trading surge (CNBC)
  5. For Howard Marks, Investing Is Like a Game (Institutional Investor)
  6. Hedge fund puts $550m into technology stock option financing (Financial Times)
  7. EXCLUSIVE: JPMorgan CEO Jamie Dimon praises ‘phase one’ US-China trade deal (Fox Business)
  8. 2 GM engineers arrested after 100-mph Kentucky joyride in new Corvettes (USA Today)
  9. Big Commitments for China Energy/Ag Buys in Phase 1 Trade Deal (Reuters)
  10. Worry over ‘Japanification’ of the economy is overblown (Barron’s)
  11. Warren Buffett Should Buy FedEx. It’s Cheap and Elephant-Sized. (Barron’s)
  12. Xi Strikes Optimistic Tone After Riding Out Trade War With Trump (Bloomberg)