The Chainsmokers “Don’t Let Me Down” Stock Market (and Sentiment Results)…

The song we selected to embody the sentiment of the stock market this week is, “Don’t Let Me Down” by the Chainsmokers.  Continue reading “The Chainsmokers “Don’t Let Me Down” Stock Market (and Sentiment Results)…”

Be in the know. 15 key reads for Monday…

  1. Buffett’s Chance for a Blockbuster Deal Faded When Fed Stepped In (Bloomberg)
  2. The subtle tone shift from Warren Buffett every investor must note: Morning Brief (Yahoo! Finance)
  3. Global Stocks Slump on U.S.-China Trade Tensions (Barron’s)
  4. Buffett Was Cautious in the First Quarter (Barron’s)
  5. Warren Buffett’s Optimistic? Pessimistic? No, Realistic (New York Times)
  6. Warren Buffett tells investors to ‘Bet on America,’ buying stocks for long-term gain (USA Today)
  7. President Says More Help Likely for Out-of-Work Americans (Bloomberg)
  8. Buffett on coronavirus, airlines and more: Watch the 5 best moments from the Berkshire meeting (CNBC)
  9. Here are Warren Buffett’s 25 best quotes from Berkshire Hathaway’s annual meeting, where he discussed airlines, coronavirus, and bailouts (Business Insider)
  10. ‘Billions’ Creator Shares Story On How The Show Saved His Career (Benzinga)
  11. Trump says it was right to close US, but it’s time to reopen for economy’s sake (Fox Business)
  12. Liberty Global and Telefónica in advanced talks to create £28 billion U.K. (MarketWatch)
  13. Owl Rock Looks to Raise $1.5 Billion for Opportunistic Debt Fund (Bloomberg)
  14. How Big Data Is Attacking the Coronavirus (Wall Street Journal)
  15. Brazil Doubles Down on Reform (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Coronavirus Prompts Biggest U.S. Manufacturing Pullback Since Last Recession (Wall Street Journal)
  2. What Would You Risk for a Faster Cure? (Wall Street Journal)
  3. Investors Bet Oil Crash Will Weaken Middle East Currency Pegs (Wall Street Journal)
  4. Rising Natural Gas Prices Are a Hot Bet (Wall Street Journal)
  5. Sicily Wants To Lure Tourists By Helping Pay For Flights And Hotels Post-Lockdown (Forbes)
  6. Bill Ackman: Getting Back Up [The Knowledge Project Ep. #82] (Farnam Street)
  7. Hedge Fund and Insider Trading News: Ray Dalio, Bill Ackman, Citadel LLC, Tudor Investment Corporation, Unity Bancorp, Inc. (UNTY), Guardant Health Inc (GH), and More (Insider Monkey)
  8. The ‘Armortruck’ SUV Is An Apocalypse-Ready Supertruck (Maxim)
  9. 7 Warren Buffett Stocks With 60% Upside (U.S. News and World Report)
  10. Donald Trump’s Best Friend, Billionaire Casino Mogul Phil Ruffin, Sees A Hidden Jackpot In The Pandemic ()
  11. Goldman Sachs Has Its Top Oil Stocks to Buy Ahead of a Second-Half Recovery (24/7 Wall Street)
  12. A Strategy for Reopening New York City’s Economy (Manhattan Institute)
  13. The Double Life of Damian Lewis (GQ)
  14. UFC President Dana White’s quarantine routine includes Trump calls, family time (Fox Business)
  15. OPEC Production Cuts Start Today (Futures Mag)
  16. Warren Buffett built up cash and bought only small amounts of stock during the market rout (CNBC)
  17. Tim Cook On Warren Buffett: ‘I Don’t Think There’s A Better Teacher’ (Benzinga)
  18. Why BJ’s, Ulta Stock Are Retail Buys Right Now (MarketWatch)
  19. Berkshire Hathaway First Quarter Earnings (Berkshire Hathaway)
  20. Carl Icahn, who’s made a large bulk of his fortune in energy, has a new play in the industry (CNBC)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 27

Article referenced in VideoCast above:

The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)…

Be in the know. 30 key reads for Saturday…

  1. Seoul’s Full Cafes, Apple Store Lines Show Mass Testing Success (Bloomberg)
  2. Bank Earnings Were Terrible. It’s Time to Buy the Banks. (Barron’s)
  3. Energy Hedge Fund That Shorted Oil Sees Chance for $100 a Barrel (Bloomberg)
  4. Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (Wall Street Journal)
  5. Opinion: Vitamin D and Coronavirus Disparities (Wall Street Journal)
  6. Opening Up America Again (CDC/White House PDF Plan)
  7. Here’s why sauerkraut and kimchi sales have surged during the coronavirus (New York Post)
  8. Coronavirus Ushered in Medicine’s Digital Revolution (Barron’s)
  9. Big Pharma Sees Its Strengths Surface ()
  10. Reasons to Gobble Up Kraft Heinz’s Battered Shares (Barron’s)
  11. 3 Former United Technologies Stocks That Are Ready to Fly (Barron’s)
  12. Union Pacific Sees Biggest Insider Stock Buy in Years (Barron’s)
  13. Trump Announces $19 Billion Relief Program for Farmers (Wall Street Journal)
  14. Here Are the Companies Getting Federal Funds for Covid Relief (Bloomberg)
  15. ‘MacGyvering’: A Modern ‘Can-Do’ Approach To Bad Situations (Wall Street Journal)
  16. Wells Fargo, J.C. Penney, Amazon.com: Stocks That Defined the Week (Wall Street Journal)
  17. Procter & Gamble Posts Biggest U.S. Sales Gain in Decades (Wall Street Journal)
  18. Leaked Research: This Drug May Be Saving COVID Patients’ Lives (Futurism)
  19. Coronavirus latest: Hong Kong shows no need for total lockdown, says study (Financial Times)
  20. The Day of Reckoning for Private Equity (Institutional Investor)
  21. Warren Buffett’s financial crisis bailouts inspired the US government’s ‘big 4’ airline rescue deals (Business Insider)
  22. Pro golf plans to be the first major sport to return during the coronavirus pandemic (CNBC)
  23. Macy’s reportedly looking to use real estate to come up with cash during coronavirus pandemic (CNBC)
  24. Fed Says It Will Disclose Borrower Information in Crisis Lending (Bloomberg)
  25. These Are the Drugs and Vaccines That Might End the Coronavirus Pandemic (Bloomberg)
  26. Google seeks to launch a debit card with banks (USA Today)
  27. Standing on the Shoulders of Giants: The Key to Innovation (Farnam Street)
  28. A Primer On Reading Annual Reports (docdroid)
  29. Have Small Value Stocks Become a Bargain? (Morningstar)
  30. Gilead increases enrollment target for remdesivir trial in COVID-19 patients (Reuters)

Be in the know. 25 key reads for Thursday…

  1. Car-rental firm Hertz seeks coronavirus bailout (New York Post)
  2. Fed Gives Banks a Break to Keep Markets Calm (New York Times)
  3. Disney, McDonald’s share secret recipes to cook in quarantine (USA Today)
  4. Where to Look in China’s Data Dump for Any Signs of a Rebound (Bloomberg)
  5. Jeff Bezos Wants to Test All Amazon Employees for Covid-19 (Bloomberg)
  6. The Fed Loves Main Street as Much as Wall Street This Time (Bloomberg)
  7. Some Companies Are Looking Cheap. That Could Drive a Wave of M&A. (Barron’s)
  8. J&J, P&G, Buck the Trend by Raising Dividends (Barron’s)
  9. Fear Is Down, but We’re Not Out of the Woods Yet (Barron’s)
  10. Record Amount of Risky Debt Is Coming Due (Barron’s)
  11. Buy Stocks Now, Investing Legend Burton Malkiel Says (Barron’s)
  12. Jobless claims total 5.245 million as 22 million positions have been lost in a month due to coronavirus (CNBC)
  13. Larry Fink: Coronavirus low last month may have been the market bottom (CNBC)
  14. ‘The shopping list is being readied’: Saudi Arabia and Abu Dhabi are scouting for cheap investments after the coronavirus sell-off (Business Insider)
  15. Gilead (GILD) Said to Hold Talks to Buy Stake in Arcus Biosciences (RCUS) – Bloomberg (Street Insider)
  16. Working From Home Permanently Could Rise 100% and These Stocks May Benefit (24/7 Wall Street)
  17. Options markets send cautiously bullish signal on U.S. stock rally (Reuters)
  18. U.S. opposes general allocation of Special Drawing Rights to IMF members (Reuters)
  19. States paying extra $600 unemployment aid (Fox Business)
  20. Mainstream Investors Might Get Access to Alts, But They Won’t Get Alpha (Institutional Investor)
  21. Hedgie with a ‘higher purpose’ to run world’s biggest sovereign fund (Financial Times)
  22. Dalio Says Investors ‘Crazy’ to Hold Government Bonds Now (Dalio Says Investors ‘Crazy’ to Hold Government Bonds Now (Yahoo! Finance)
  23. Warren Buffett will ‘let everybody know’ once he invests the bulk of Berkshire Hathaway’s $128 billion cash pile, Bill Ackman says. (Business Insider)
  24. Billionaire bond king Jeff Gundlach sent a bizarre tweet predicting the end of the ‘You blow dry my hair and I’ll blow dry your hair’ economy. (Business Insider)
  25. Coronavirus Closures Froze Swaths of U.S. Economy in March (Wall Street Journal)