Be in the know. 25 key reads for Sunday…

  1. How the SECURE Act Affects Investors (U.S. News and World Report)
  2. A Big Contrarian Investor Bought Up Boeing Stock (Barron’s)
  3. Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets (Financial Times)
  4. The Real-Life Diet of NHL Player Brent Burns, Who Hunts and Farms His Own Food (GQ)
  5. Mark Wahlberg’s Secret to Becoming More Disciplined (Entrepreneur)
  6. ‘Blank-Check’ Companies Are Hot on Wall Street. Investors Can’t Ignore Them. (Barron’s)
  7. The Method Behind the Melt-up: Why the Dow Won’t Stop at 30,000 (Barron’s)
  8. The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (Forbes)
  9. The Hidden Dangers of the Great Index Fund Takeover (Bloomberg)
  10. Bill Miller 4Q 2019 Market Letter (Miller Value)
  11. The Secretive Company That Might End Privacy as We Know It (New York Times)
  12. Hedge Fund and Insider Trading News: Stanley Druckenmiller, David Tepper, D.E. Shaw, Millennium Management, Aurora Cannabis Inc (ACB), Lennar Corporation (LEN), and More (Insider Monkey)
  13. Trump Fans or Not, Business Owners Are Wary of Warren and Sanders (New York Times)
  14. A theory on who’s doing all the buying that’s pushing stocks higher and higher (CNBC)
  15. ECRI Weekly Leading Index Update (Advisor Perspectives)
  16. Europe is rediscovering its penchant for statist intervention (The Economist)
  17. Dan Fink Designs the Ultimate Automobile-Friendly Man Cave (Architectural Digest)
  18. The World’s Most Beautiful Libraries: Wiblingen and Schussenried Abbeys (Daily Beast)
  19. The Quiet Billionaires Behind America’s Predator Drone That Killed Iran’s Soleimani (Forbes)
  20. China’s Birth Rate Falls to New Low, Threatening Economy (Wall Street Journal)
  21. Martha Stewart mocks Gwyneth Paltrow’s ‘vagina-scented’ candle: ‘I wouldn’t buy it’ (Fox Business)
  22. How To Create Havoc In The U.S. Options Market (Podcast) (Bloomberg)
  23. Connecticut’s Bold Population Goal (U.S. News & World Report)
  24. Kill Switch for CRISPR Could Make Gene Editing Safer (Scientific American)
  25. Inside Jared Kushner’s Unusual White House Role (Time)

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)…”