Be in the know. 10 key reads for Wednesday…

  1. DuPont Has Narrowed Its Focus. Analyst Sees a Winner for 2020. (Barron’s)
  2. 8 Oil Stocks Goldman Sachs Says to Buy in 2020 (Barron’s)
  3. Stanley Druckenmiller Is Embracing Risk Again, Just ‘Timidly’ (Bloomberg)
  4. U.S. Energy Chief Shrugs Off Permian Oil Slowdown as a ‘Pause’ (Barron’s)
  5. Saturday before Christmas expected to be the biggest U.S. shopping day of 2019 (Reuters)
  6. Why Fund Managers Are Cranking Up the Risk (Institutional Investor)
  7. Trump adviser hints at next big trade deal (Fox Business)
  8. The U.S. housing market is taking off: Morning Brief (Yahoo! Finance)
  9. A Berkshire Hathaway decade in review: Here are the biggest takeaways from Warren Buffett’s annual shareholder letters (Business Insider)
  10. Dollar Is Poised to Weaken Just in Time (Bloomberg)

Bank of America – Global Fund Manager Survey Results

Data Source: Bank of America

Each month, Bank of America conducts its survey of Global Fund Managers.  This month’s survey was held between December 6-12 and solicited responses from 247 money managers representing $745 Billion AUM. Continue reading “Bank of America – Global Fund Manager Survey Results”

Be in the know. 10 key reads for Tuesday…

  1. The Two Countries Dictating Oil Prices In 2020 (Yahoo! Finance)
  2. The Trade Deal Doesn’t Fix Everything. The Market Doesn’t Care. (Barron’s)
  3. Animal-Care Provider Zoetis and 6 More Companies Are Raising Dividends (Barron’s)
  4. Global Economy Shows Signs of Regained Footing (Wall Street Journal)
  5. Upbeat Chinese Economic Data Buoy Commodities (Wall Street Journal)
  6. This year’s really big rally doesn’t mean 2020 needs to be a down year, history shows (CNBC)
  7. UK unemployment falls to lowest level since 1975 (BBC)
  8. US Single-Family Building Permits Reach 12-Year High (Zero Hedge)
  9. Worst to First in 2020 (Oil Stocks)? (Yahoo! Finance)
  10. 7 Greatly Undervalued Dow Stocks for Upside and Dividends in 2020 (24/7 Wall Street)

Be in the know. 10 key reads for Monday…

  1. Embattled Oil Stocks Occidental and Chesapeake See Large Insider Buys (Barron’s)
  2. Lighthizer Scores a Trifecta of Wins for Trump’s Trade Agenda (Bloomberg)
  3. A Warren Buffett Protégé on the Most Critical Thing She’s Learned About Turning Companies Around (Fortune)
  4. Opinion: There’s more upside for biotech even after 24% gains in two months (MarketWatch)
  5. Villains or visionaries? Hedge funds short companies they say ‘greenwash’ (Reuters)
  6. Fresh off election win, Boris Johnson seeks new Brexit legislation ‘before Christmas’ (MarketWatch)
  7. Stock market ‘melt-up’ coming soon: Bank of America (FoxBusiness)
  8. Bond funds revel in white-hot year for fixed income (Financial Times)
  9. Analysts: 9 Stocks Will Grow Sales The Most Next Year (Investor’s Business Daily)
  10. Barron’s Picks And Pans: Charles Schwab, Disney, Sprint, Netflix And More (Yahoo! Finance)