Hedge Fund Tips

Be in the know. 10 key reads for Monday…

Coronavirus sparks hectic trading in search of treatment (Financial Times)
Barron’s Picks And Pans: GM, Kraft Heinz, Tesla, Under Armour And More (Benzinga)
Elliott Management Raises SoftBank Stake, Pushes For Buybacks, Says Market ‘Undervalues’ Portfolio (Benzinga)
Some Gas Left in the Tank for the Stock Market Rally? (ZeroHedge)
Goldman Sachs says impact of coronavirus will be ‘limited,’ and these are the stocks to buy if it’s right (MarketWatch)
Modi’s India is in a slump, but some stocks are worth buying (Barron’s)
‘Swing for the fences’: Warren Buffett’s advice headlines Bill and Melinda Gates Foundation’s 20th annual letter (Business Insider)
FedEx (FDX) Could Save $300M Per Year by Shifting Traffic Through the Ground Network – Bernstein (StreetInsider)
Simon Property Group Announces $3.6B Acquisition Of Taubman Group (Benzinga)
Can Opec stop the slide in the oil price? (Financial Times)

Article referenced in VideoCast above:

The end of oil, or just the beginning? (and Sentiment Results)

Article referenced in podcast above:

The end of oil, or just the beginning? (and Sentiment Results)

4 Bargains to Be Found Among Stocks Hit by Coronavirus Fears (Barron’s)
James Bond’s favorite car maker Aston Martin gets rescue investor (New York Post)
UK formally leaves the European Union and begins Brexit transition period (CNBC)
What Third Point Is Worried About in 2020 (Institutional Investor)
S&P 500 wipes out gain for the year on coronavirus fears (Financial Times)
The Inner Game: Why Trying Too Hard Can Be Counterproductive (Farnam Street)
How Warren Buffett Made 50% Returns During His Partnership Days | Warren Buffett’s Investment Strategy Explained (Macro-Ops)
Eight Things I Never Knew About Jack Dorsey (Ramp Capital)
Ray Dalio Is Still Driving His $160 Billion Hedge-Fund Machine (WSJ)
Drugmakers Are Racing to Develop a Coronavirus Vaccine (Barron’s)

‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Oil Companies Are Finally Pumping Out Cash. That’s Good News for Their Stocks. (Barron’s)
Buy Occidental Petroleum Stock, Morgan Stanley Says. Its Dividend Is ‘Best-In-Class.’ (Barron’s)
JPMorgan posts record profit in strong start to US earnings season (Financial Times)
Citigroup earnings beat expectations on 49% fixed-income trading surge (CNBC)
For Howard Marks, Investing Is Like a Game (Institutional Investor)
Hedge fund puts $550m into technology stock option financing (Financial Times)
EXCLUSIVE: JPMorgan CEO Jamie Dimon praises ‘phase one’ US-China trade deal (Fox Business)
2 GM engineers arrested after 100-mph Kentucky joyride in new Corvettes (USA Today)
Big Commitments for China Energy/Ag Buys in Phase 1 Trade Deal (Reuters)
Worry over ‘Japanification’ of the economy is overblown (Barron’s)
Warren Buffett Should Buy FedEx. It’s Cheap and Elephant-Sized. (Barron’s)
Xi Strikes Optimistic Tone After Riding Out Trade War With Trump (Bloomberg)

The Stock Market Was Up the First 5 Days of 2020. Here’s What History Says Will Happen Next. (Barron’s)
After A Sizzling End To 2019, Biotech Stocks Could Soar In 2020 (Investor’s Business Daily)
Stocks More Than Doubled Over the Last Decade. Many Investors Missed Out. (Institutional Investor)
Facebook Says It Won’t Back Down From Allowing Lies in Political Ads (New York Times)
Warren Buffett calls this ‘indispensable’ life advice: ‘You can always tell someone to go to hell tomorrow’ (CNBC)
The U6 unemployment rate fell to 6.7% to mark the lowest level on record (MarketWatch)
Fed’s Bullard, Kashkari Favor Holding Interest Rates Steady (Wall Street Journal)
Top 2019 Stock Picker Spotted Under-the-Radar Tech (Bloomberg)

China Moves to Steady Its Slowing Economic Growth (New York Times)
The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results) (ZeroHedge)
These 6 charts compare the US and China economies (CNBC)
Irrational exuberance? Why last year’s stellar returns may have been a reversal of ‘excessive pessimism’ (MarketWatch)
Goldman Sachs Was the Worst Dow Stock of 2018. It Was One of the Best in 2019. (Barron’s)
FedEx Stock Ended 2019 With a Loss. One Director Bought Up Shares in December. (Barron’s)
The highest-paid CEOs of 2019 (USA Today)
The Dollar’s Losses May Just Be Getting Started (Bloomberg)
Almost Everything Wall Street Expects in 2020 (Bloomberg)
OPEC Output Falls as Gulf Nations Step Up Delivery of Oil Cuts (Bloomberg)
This is what the Warren Buffett empire looks like, in one giant chart (MarketWatch)
Treasury’s Mnuchin to head U.S. delegation to Davos conclave (Reuters)
7 Excellent Value Stocks to Buy for 2020 (Yahoo! Finance)
Twilio CEO Lawson Tinkers Until Solving Customers’ Problems (Investor’s Business Daily)
MAX Crashes Strengthen Resolve of Boeing to Automate Flight (Wall Street Journal)

Three Neglected Parts of the Stock Market That Could Win in 2020 (Barron’s)
How investors see 2020 shaping up in US financial markets (Financial Times)
Stock Market Caps Bullish Year With Modest Gains; Which Sectors Will Lead In 2020? (Investor’s Business Daily)
Steve Cohen one of few bright spots in bad year for hedge funds (New York Post)
Chill, It Might Not Be That Bad: The Optimist’s Guide to 2020 (Bloomberg)
India Stocks Rise as Investors Bank on Economic Recovery in 2020 (Bloomberg)
Oil Caps Strongest Year Since 2016 on OPEC Cuts, Trade Truce (Bloomberg)
UK is set to exit the EU next month: Here are some important Brexit-related dates of 2020 (CNBC)
Warren Buffett turned down a chance to buy Tiffany’s (Business Insider)
11 Top Merrill Lynch Stock Picks for 2020 (24/7 Wall Street)
Here are the best and worst Dow and S&P 500 stocks of 2019 (MarketWatch)
These are the 20 best-performing stocks of the past decade, and some of them will surprise you (MarketWatch)
These 10 S&P 500 stocks were lousy in 2019, but they could return 40% or more in 2020 (MarketWatch)
Dow, Exxon Mobil and IBM top the ‘Dogs of the Dow’ list as 2019 ends (MarketWatch)
Oil analysts bet on modest price gains in 2020 as supply shrinks: Reuters poll (Yahoo! Finance)