Hedge Fund Tips

Be in the know. 10 key reads for Thursday…

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

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)…”

Data Source: Finviz

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

Data Source: Finviz

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)