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. 12 key reads for Friday…

  1. Top financiers want Biden to drop out so Bloomberg can win: ’He has no chance’ (Fox Business)
  2. Oil prices steady but set for weekly gain on supply cut optimism (Business Insider)
  3. How a Small-Cap Fund Finds Exceptional Growth Overseas (Barron’s)
  4. Labor Force Participation Rate Mystery: Why Have So Many Americans Stopped Working? (Investor’s Business Daily)
  5. Veteran strategist eyes health care and financials in anticipation of ‘choppy and frustrating’ markets (MarketWatch)
  6. FC’s celebrity investors have a chokehold on $300M dividend (New York Post)
  7. Judy Shelton, Trump’s Fed Nominee, Faces Bipartisan Skepticism (New York Times)
  8. Doubting America Can Cost You a Lot of Money (Bloomberg)
  9. EXCLUSIVE: Kudlow reveals when middle class can expect ‘tax cuts 2.0’ (Fox Business)
  10. Investor complacency sets in while coronavirus spreads (Financial Times)
  11. Warren Buffett loves using Valentine’s Day to explain why See’s Candies is his ‘dream business’ (Business Insider)
  12. Value Investing’s Time to Shine Again Is Approaching (Bloomberg)

Be in the know. 10 key reads for Thursday…

  1. Eight Stocks Wall Street Loves for Valentine’s Day (Barron’s)
  2. What Denny’s CEO Tells Himself In The Mirror Every Day (Investor’s Business Daily)
  3. Charlie Munger Talks About Chinese Companies, Poor Investment Choices, And Why He Would Never Buy Tesla Stock (Benzinga)
  4. The Chris Janson “Good Vibes” Stock Market (and Sentiment Results)… (ZeroHedge)
  5. Kraft Heinz’s Earnings Were Only OK. Why Investors Should Be Happy. (Barron’s)
  6. Value-Oriented Dividend Stocks Will Pay Investors Who Wait, Strategist Says (Barron’s)
  7. Time for a cut? OPEC Sees Coronavirus Weighing Heavily on Oil Demand (Wall Street Journal)
  8. Hedging Strategy Likely Exacerbated Oil’s Fall (Wall Street Journal)
  9. Trump’s Rosy Economic Growth Forecast Isn’t Crazy (Bloomberg)
  10. 5 Contrarian Dividend Stocks to Buy as Market Rips to All-Time Highs (24/7 Wall Street)

The Chris Janson “Good Vibes” Stock Market (and Sentiment Results)…

This week’s Stock Market commentary and sentiment can best be described by country star Chris Janson’s song, “Good Vibes:”

I ain’t watchin’ TV today
Bad news, it can just stay away
If you ain’t got anything good to say
Then shut your mouth
I got my windows down and my blinders on
Radio set to my favorite song
All green lights on the road I’m on
Man, there ain’t no doubt

Continue reading “The Chris Janson “Good Vibes” Stock Market (and Sentiment Results)…”

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)