Tag: Hedge Fund

Be in the know. 15 key reads for Saturday…

  1. 5 Blue Chip Stocks in Wall Street’s Penalty Box Have Massive Upside Potential Bottom ofTop of FormBottom of Form (24/7 Wall Street)
  2. Warren Buffett Is One of a Kind. What That Will Mean for Berkshire Hathaway When He’s Gone. (Barron’s)
  3. Warren Buffett more than doubled its investment in Occidental Petroleum (OXY) In Q4 (MarketWatch)
  4. Musk’s Boring Co. Celebrates Breakthrough at Las Vegas Tunnel (Bloomberg)
  5. Boeing Argues It Doesn’t Need to Move 737 Max Wiring Bundles (Bloomberg)
  6. Short-Sellers Give Oil a Break Following Coronavirus Concerns (Bloomberg)
  7. Kraft Heinz Stockholders Find Good News Can Be Bad News (Barron’s)
  8. Hedge-Fund Investor Dan Loeb Bought Stock in Amazon and 2 More Companies (Barron’s)
  9. Consumer sentiment hits highest level since 2018 despite coronavirus outbreak (Business Insider)
  10. White House considering tax incentive for more Americans to buy stocks, sources say (CNBC)
  11. Stocks are near record highs, but people are still not investing (CNN Business)
  12. Hedge Fund and Insider Trading News: Ken Griffin, Dan Loeb, Ray Dalio, Davidson Kempner, PCB Bancorp (PCB), Taylor Morrison Home Corp (TMHC), and More (Insider Monkey)
  13. Hedge Fund ‘Cubs’ Share Information — And Alpha (Institutional Investor)
  14. An Astronaut’s Guide to Mental Models (Farnam Street)
  15. Brookfield: inside the $500bn secretive investment firm (Financial Times)

Be in the know. 5 key reads for Wednesday…

  1. Oil Extends Rally Above $50 Amid Signs Virus Spread Is Easing (Bloomberg) 
  2. Ex-Goldman CEO Lloyd Blankfein laid into Bernie Sanders after his New Hampshire win, saying he’ll wreck the economy and let Russia ‘screw up the US.’ (Business Insider) 
  3. U.S. Home-Refinancing Applications Hit Highest Level Since 2013 (Bloomberg)
  4. Steve Cohen Pulled Down at Least $1.3 Billion in 2019 (Institutional Investor)
  5. Small-Cap Health Stocks Stand Out in 2020 (Wall Street Journal)

Be in the know. 13 key reads for Tuesday…

  1. 5 Stocks That Could Rally if Coronavirus Slows (Barron’s)
  2. It isn’t 1999—the party’s not over for tech stocks yet, Goldman says (MarketWatch)
  3. How a Reality-TV Producer Became Rainmaker to $300 Billion Saudi Fund (Wall Street Journal)
  4. Buy Lyft Stock Because the Company Could Be an Acquisition Target, Analyst Says (Barron’s)
  5. Philadelphia Auto Show 2020: 1,750-horsepower SSC Tuatara makes its first public debut (USA Today)
  6. Five Hedge Fund Heads Made More Than $1 Billion Each Last Year (Bloomberg)
  7. Powell stresses that Fed is ‘closely monitoring’ coronavirus (CNBC)
  8. Ray Dalio Says Market Impact of Coronavirus Is ‘Exaggerated’ (Bloomberg)
  9. Dollar’s surge adds to coronavirus risks for US economy (Financial Times)
  10. Schwarzman on phase 2 US-China trade deal: ‘The question is timing’ (Yahoo! Finance)
  11. Pound Needs More Than Dated Data to Change Its Negative Bias (Bloomberg)
  12. Trump interview with Trish Regan (Fox Business)
  13. Stockpickers turn to big data (Financial Times)

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)

Be in the know. 12 key reads for Friday…

  1. Kraft Heinz Could Have Bad News. It’s Time to Buy the Stock. (Barron’s)
  2. The No. 1 Biotech Stock Just Squashed Earnings Views — Here’s Why (Investor’s Business Daily)
  3. Hedge Fund and Insider Trading News: Steve Cohen, Bill Ackman, Laurion Capital, Alden Global Capital, Black Diamond Therapeutics Inc (BDTX), SkyWest, Inc. (SKYW), and More (Insider Monkey)
  4. Trump, Xi Reaffirm Commitment to Phase-One Trade Deal (Bloomberg)
  5. The ‘Dividend Aristocrats’ Add 7 New Members (Barron’s)
  6. Honeywell’s Chief Technology Officer Explains the Significance of 5G (Barron’s)
  7. Elliott Management amasses $2.5B stake in bruised SoftBank (New York Post)
  8. U.S. Jobs Top Estimates With 225,000 Gain, Wages Accelerate (Bloomberg)
  9. The Big Dirty Secret Behind Wind Power (Bloomberg)
  10. Encouraging banks to tap Fed discount window could prevent another repo market freeze, says Quarles (MarketWatch)
  11. Peak Shale Will Send Oil Prices Sky High (OilPrice)
  12. Natural Gas: Capital Retreat To Send Prices 50% Higher (Seeking Alpha)

Be in the know. 10 key reads for Wednesday…

  1. These Are the Top Energy Funds of the Past Decade (Institutional Investor)  
  2. Hedge Fund and Insider Trading News: Ray Dalio, Lee Ainslie, Starboard Value LP, Sound Point Capital Management, First Eagle Investment Management, Coca-Cola Co (KO), Enterprise Products Partners L.P. (EPD), and More (Insider Monkey)  
  3. NYSE Owner Makes Offer to Buy eBay (Wall Street Journal)  
  4. TikTok Eyes Larger Post-Super Bowl Marketing Push (Wall Street Journal)  
  5. Instagram Brings In More Than a Quarter of Facebook Sales (Bloomberg)  
  6. The Trump administration finalizes rule that could shift tariff fights to $6 trillion currency market (Business Insider)  
  7. Why the stock market could jump another 20% this year: Fundstrat (Yahoo! Finance)  
  8. Are Active Funds Better for Fixed-Income Investors? (U.S. News and World Report)  
  9. Trump criticizes ‘failing government schools’ as he pushes school choice (Fox Business)  
  10. OPEC+ delegates weigh new oil cuts as they analyze coronavirus impact (S&P Global)