Be in the know. 10 key reads for Thursday…

  1. The ‘Short Term’ 10:3 (Risk to Reward) Stock Market (Hedge Fund Tips)

  2. Oil Prices May Have Anticipated the Magnitude of Coronavirus. Here’s What They Say Will Happen Next. (Barron’s

  3. Strong Home-Building Momentum Kept Rolling in January (Barron’s

  4. Fed Minutes Show Comfort With Economy, Rate Stance Last Month (Wall Street Journal

  5. Oil Prices Rise After U.S. Sanctions Rosneft Unit (Wall Street Journal

  6. Morgan Stanley Adds Discount Broker in $13 Billion E*Trade Deal (Bloomberg)
  7. Goldman Sachs Analysts Very Bullish on 3 Top Energy Stocks (24/7 Wall Street

  8. DNA tests may soon reveal the optimal diet for your body — down to the variety of lettuce you should be eating (MarketWatch

  9. How many jobs have been created since Tax Cuts and Jobs Act took effect (Fox Business)

  10. 7-Eleven owner in talks to buy Speedway operations in US for $22bn (Financial Times)

Be in the know. 20 key reads for Wednesday…

  1. Leon Cooperman says the market has become too pessimistic on energy stocks, too euphoric on Tesla (CNBC)
  2. Junk bond king’s pardon ‘is spectacular’ for Wall Street (Financial Times)
  3. Record Wall Street rally triggers boom in options (Financial Times)
  4. Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios (Benzinga)
  5. The Michael Milken Project (Institutional Investor)
  6. ‘Very Big Trade Deal’ With India In Progress Ahead Of Visit, Trump Says (Benzinga)
  7. Building Permits Surge To 13 Year Highs Thanks To Warm Weather In Northeast (ZeroHedge)
  8. China’s virus-hit industrial cities start to ease curbs, restore production (Reuters)
  9. Oil up on slowing pace of coronavirus, Venezuela sanctions (Reuters)
  10. It’s Michael Milken’s World. The Rest of Us Just Live in It. (Barron’s)
  11. Hedge Funds Keep Backpedaling From S&P 500’s Biggest Winners (Bloomberg)
  12. What Warren Buffett Might Tell Investors in His Annual Letter This Week (Barron’s)
  13. Gilead’s Coronavirus Drug Trial Slowed by Lack of Eligible Recruits (Wall Street Journal)
  14. Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes (Bloomberg)
  15. Why Teva’s Grand Turnaround Could Just Be Getting Started (24/7 Wall Street)
  16. Pound Climbs After Inflation Tempers Risk of a Rate Cut (Bloomberg)
  17. SoftBank plans to borrow up to $4.5 billion using its domestic telecom’s shares as collateral. (Business Insider)
  18. Billionaire investor Leon Cooperman ramps up his criticism of Bernie Sanders, calling him a ‘bigger threat’ to the stock market than coronavirus (Business Insider)
  19. February Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
  20. It’s never been this hard for companies to find qualified workers (CNBC)

Be in the know. 8 key reads for Tuesday…

  1. Franklin Resources and Legg Mason shares surge as firms announce they will combine into a $1.5 trillion asset manager (Business Insider)
  2. DuPont CEO and CFO to leave company (MarketWatch)
  3. Buy Amarin Because It Is Cheap, Analyst Says (MarketWatch)
  4. The Real Chinese Trade Spat Is About Engines, Not Soybeans (Wall Street Journal)
  5. Starting to look like Tom Brady won’t be returning to the Patriots (Fox Business)
  6. Hedge fund Renaissance built stake ahead of Tesla share surge (Financial Times)
  7. How Millennials Could Make the Fed’s Job Harder (New York Times)
  8. 12 Stock Picks That Will Please Both Growth and Value Investors (Barron’s)

Be in the know. 10 key reads for President’s Day…

  1. Stocks Today Hold Bullish Bent; 5 Reasons Why The Nasdaq May Hit 10,000 (Investor’s Business Daily)
  2. The $99 Watch With $20,000 Ambitions (Bloomberg)
  3. Macau Casinos Allowed to Reopen Thursday After Virus Shutdown ()
  4. Bridgewater, Dalio Donate $10 Million For China Virus Fight (Bloomberg)
  5. Joe Rogan ate nothing but meat for 30 days and said his ‘energy levels were amazing’ (CNBC)
  6. Chinese stimulus boosts stocks globally (MarketWatch)
  7. The Pinsa Pie Tries to Elbow Into New York’s Crowded Pizza Market (Wall Street Journal)
  8. Hedge Funds Bet Aussie Will Overcome Impact of Coronavirus (Yahoo! Finance)
  9. Notable Insider Buys Last Week: Enterprise Products Partners, Kellogg And More (Benzinga)
  10. FedEx driver stops to pick up, fold fallen American flag in front yard (USA Today)

Be in the know. 15 key reads for Sunday…

  1. February Expiration Week: S&P 500 Up 12 of Last 14 (Almanac Trader)
  2. How Mega-Influencer Emily Ratajkowski Turns Obsessive Fans Into A Booming Business (Forbes)
  3. Top 11 Must See Yachts At The 2020 Miami Yacht Show (Forbes)
  4. Trump administration eyes 10% middle-class tax cut proposal (Reuters)
  5. Bloomberg Spent More Than $1 Million On That Barrage Of Instagram Memes (Forbes)
  6. Chemours Co (NYSE:CC): McIntyre 4Q19 commentary & long thesis (ValueWalk)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. Barron’s Picks And Pans: Berkshire Hathaway, Bitcoin, Roku And More ()
  9. ‘No Time To Die’: Hear Billie Eilish’s New ‘James Bond’ Theme Song and Watch a New Trailer (Men’s Journal)
  10. 2021 Aston Martin Vantage Roadster Has World’s Fastest Convertible Roof (Maxim)
  11. Banksy artwork pops up just in time for Valentine’s Day (Mashable)
  12. Is Trump’s Classical-Architecture Policy Authoritarian? (Manhattan Institute)
  13. Elon Musk Says He’s About to Deliver the Future of High-Speed Internet (Inc.)
  14. Coronavirus drug could start production this month: Peter Navarro (Fox Business)
  15. The Perils of “Survivorship Bias” (Scientific American)

 

 

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)

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)

Be in the know. 13 key reads for Tuesday…

  1. 5 Stocks That Could Rally if Coronavirus Slows (Barron’s)
  2. It isn’t 1999—the party’s not over for tech stocks yet, Goldman says (MarketWatch)
  3. How a Reality-TV Producer Became Rainmaker to $300 Billion Saudi Fund (Wall Street Journal)
  4. Buy Lyft Stock Because the Company Could Be an Acquisition Target, Analyst Says (Barron’s)
  5. Philadelphia Auto Show 2020: 1,750-horsepower SSC Tuatara makes its first public debut (USA Today)
  6. Five Hedge Fund Heads Made More Than $1 Billion Each Last Year (Bloomberg)
  7. Powell stresses that Fed is ‘closely monitoring’ coronavirus (CNBC)
  8. Ray Dalio Says Market Impact of Coronavirus Is ‘Exaggerated’ (Bloomberg)
  9. Dollar’s surge adds to coronavirus risks for US economy (Financial Times)
  10. Schwarzman on phase 2 US-China trade deal: ‘The question is timing’ (Yahoo! Finance)
  11. Pound Needs More Than Dated Data to Change Its Negative Bias (Bloomberg)
  12. Trump interview with Trish Regan (Fox Business)
  13. Stockpickers turn to big data (Financial Times)