-
The ‘Short Term’ 10:3 (Risk to Reward) Stock Market (Hedge Fund Tips)
-
Oil Prices May Have Anticipated the Magnitude of Coronavirus. Here’s What They Say Will Happen Next. (Barron’s)
-
Strong Home-Building Momentum Kept Rolling in January (Barron’s)
-
Fed Minutes Show Comfort With Economy, Rate Stance Last Month (Wall Street Journal)
-
Oil Prices Rise After U.S. Sanctions Rosneft Unit (Wall Street Journal)
- Morgan Stanley Adds Discount Broker in $13 Billion E*Trade Deal (Bloomberg)
-
Goldman Sachs Analysts Very Bullish on 3 Top Energy Stocks (24/7 Wall Street)
-
DNA tests may soon reveal the optimal diet for your body — down to the variety of lettuce you should be eating (MarketWatch)
-
How many jobs have been created since Tax Cuts and Jobs Act took effect (Fox Business)
-
7-Eleven owner in talks to buy Speedway operations in US for $22bn (Financial Times)
Category: What I’m Reading Today
Be in the know. 20 key reads for Wednesday…
- Leon Cooperman says the market has become too pessimistic on energy stocks, too euphoric on Tesla (CNBC)
- Junk bond king’s pardon ‘is spectacular’ for Wall Street (Financial Times)
- Record Wall Street rally triggers boom in options (Financial Times)
- Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios (Benzinga)
- The Michael Milken Project (Institutional Investor)
- ‘Very Big Trade Deal’ With India In Progress Ahead Of Visit, Trump Says (Benzinga)
- Building Permits Surge To 13 Year Highs Thanks To Warm Weather In Northeast (ZeroHedge)
- China’s virus-hit industrial cities start to ease curbs, restore production (Reuters)
- Oil up on slowing pace of coronavirus, Venezuela sanctions (Reuters)
- It’s Michael Milken’s World. The Rest of Us Just Live in It. (Barron’s)
- Hedge Funds Keep Backpedaling From S&P 500’s Biggest Winners (Bloomberg)
- What Warren Buffett Might Tell Investors in His Annual Letter This Week (Barron’s)
- Gilead’s Coronavirus Drug Trial Slowed by Lack of Eligible Recruits (Wall Street Journal)
- Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes (Bloomberg)
- Why Teva’s Grand Turnaround Could Just Be Getting Started (24/7 Wall Street)
- Pound Climbs After Inflation Tempers Risk of a Rate Cut (Bloomberg)
- SoftBank plans to borrow up to $4.5 billion using its domestic telecom’s shares as collateral. (Business Insider)
- Billionaire investor Leon Cooperman ramps up his criticism of Bernie Sanders, calling him a ‘bigger threat’ to the stock market than coronavirus (Business Insider)
- February Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
- It’s never been this hard for companies to find qualified workers (CNBC)
Be in the know. 8 key reads for Tuesday…
- Franklin Resources and Legg Mason shares surge as firms announce they will combine into a $1.5 trillion asset manager (Business Insider)
- DuPont CEO and CFO to leave company (MarketWatch)
- Buy Amarin Because It Is Cheap, Analyst Says (MarketWatch)
- The Real Chinese Trade Spat Is About Engines, Not Soybeans (Wall Street Journal)
- Starting to look like Tom Brady won’t be returning to the Patriots (Fox Business)
- Hedge fund Renaissance built stake ahead of Tesla share surge (Financial Times)
- How Millennials Could Make the Fed’s Job Harder (New York Times)
- 12 Stock Picks That Will Please Both Growth and Value Investors (Barron’s)
Be in the know. 10 key reads for President’s Day…
- Stocks Today Hold Bullish Bent; 5 Reasons Why The Nasdaq May Hit 10,000 (Investor’s Business Daily)
- The $99 Watch With $20,000 Ambitions (Bloomberg)
- Macau Casinos Allowed to Reopen Thursday After Virus Shutdown ()
- Bridgewater, Dalio Donate $10 Million For China Virus Fight (Bloomberg)
- Joe Rogan ate nothing but meat for 30 days and said his âenergy levels were amazingâ (CNBC)
- Chinese stimulus boosts stocks globally (MarketWatch)
- The Pinsa Pie Tries to Elbow Into New Yorkâs Crowded Pizza Market (Wall Street Journal)
- Hedge Funds Bet Aussie Will Overcome Impact of Coronavirus (Yahoo! Finance)
- Notable Insider Buys Last Week: Enterprise Products Partners, Kellogg And More (Benzinga)
- FedEx driver stops to pick up, fold fallen American flag in front yard (USA Today)
Be in the know. 15 key reads for Sunday…
- February Expiration Week: S&P 500 Up 12 of Last 14 (Almanac Trader)
- How Mega-Influencer Emily Ratajkowski Turns Obsessive Fans Into A Booming Business (Forbes)
- Top 11 Must See Yachts At The 2020 Miami Yacht Show (Forbes)
- Trump administration eyes 10% middle-class tax cut proposal (Reuters)
- Bloomberg Spent More Than $1 Million On That Barrage Of Instagram Memes (Forbes)
- Chemours Co (NYSE:CC): McIntyre 4Q19 commentary & long thesis (ValueWalk)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- Barron’s Picks And Pans: Berkshire Hathaway, Bitcoin, Roku And More ()
- âNo Time To Dieâ: Hear Billie Eilishâs New âJames Bondâ Theme Song and Watch a New Trailer (Men’s Journal)
- 2021 Aston Martin Vantage Roadster Has World’s Fastest Convertible Roof (Maxim)
- Banksy artwork pops up just in time for Valentine’s Day (Mashable)
- Is Trumpâs Classical-Architecture Policy Authoritarian? (Manhattan Institute)
- Elon Musk Says He’s About to Deliver the Future of High-Speed Internet (Inc.)
- Coronavirus drug could start production this month: Peter Navarro (Fox Business)
- The Perils of âSurvivorship Biasâ (Scientific American)
Be in the know. 15 key reads for Saturday…
- 5 Blue Chip Stocks in Wall Street’s Penalty Box Have Massive Upside Potential Bottom ofTop of FormBottom of Form (24/7 Wall Street)
- Warren Buffett Is One of a Kind. What That Will Mean for Berkshire Hathaway When He’s Gone. (Barron’s)
- Warren Buffett more than doubled its investment in Occidental Petroleum (OXY) In Q4 (MarketWatch)
- Musk’s Boring Co. Celebrates Breakthrough at Las Vegas Tunnel (Bloomberg)
- Boeing Argues It Doesn’t Need to Move 737 Max Wiring Bundles (Bloomberg)
- Short-Sellers Give Oil a Break Following Coronavirus Concerns (Bloomberg)
- Kraft Heinz Stockholders Find Good News Can Be Bad News (Barron’s)
- Hedge-Fund Investor Dan Loeb Bought Stock in Amazon and 2 More Companies (Barron’s)
- Consumer sentiment hits highest level since 2018 despite coronavirus outbreak (Business Insider)
- White House considering tax incentive for more Americans to buy stocks, sources say (CNBC)
- Stocks are near record highs, but people are still not investing (CNN Business)
- 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)
- Hedge Fund ‘Cubs’ Share Information — And Alpha (Institutional Investor)
- An Astronaut’s Guide to Mental Models (Farnam Street)
- Brookfield: inside the $500bn secretive investment firm (Financial Times)
Be in the know. 12 key reads for Friday…
- Top financiers want Biden to drop out so Bloomberg can win: ’He has no chance’ (Fox Business)
- Oil prices steady but set for weekly gain on supply cut optimism (Business Insider)
- How a Small-Cap Fund Finds Exceptional Growth Overseas (Barron’s)
- Labor Force Participation Rate Mystery: Why Have So Many Americans Stopped Working? (Investor’s Business Daily)
- Veteran strategist eyes health care and financials in anticipation of ‘choppy and frustrating’ markets (MarketWatch)
- FC’s celebrity investors have a chokehold on $300M dividend (New York Post)
- Judy Shelton, Trump’s Fed Nominee, Faces Bipartisan Skepticism (New York Times)
- Doubting America Can Cost You a Lot of Money (Bloomberg)
- EXCLUSIVE: Kudlow reveals when middle class can expect ‘tax cuts 2.0’ (Fox Business)
- Investor complacency sets in while coronavirus spreads (Financial Times)
- Warren Buffett loves using Valentine’s Day to explain why See’s Candies is his ‘dream business’ (Business Insider)
- Value Investing’s Time to Shine Again Is Approaching (Bloomberg)
Be in the know. 10 key reads for Thursday…
- Eight Stocks Wall Street Loves for Valentine’s Day (Barron’s)
- What Denny’s CEO Tells Himself In The Mirror Every Day (Investor’s Business Daily)
- Charlie Munger Talks About Chinese Companies, Poor Investment Choices, And Why He Would Never Buy Tesla Stock (Benzinga)
- The Chris Janson “Good Vibes” Stock Market (and Sentiment Results)… (ZeroHedge)
- Kraft Heinz’s Earnings Were Only OK. Why Investors Should Be Happy. (Barron’s)
- Value-Oriented Dividend Stocks Will Pay Investors Who Wait, Strategist Says (Barron’s)
- Time for a cut? OPEC Sees Coronavirus Weighing Heavily on Oil Demand (Wall Street Journal)
- Hedging Strategy Likely Exacerbated Oil’s Fall (Wall Street Journal)
- Trump’s Rosy Economic Growth Forecast Isn’t Crazy (Bloomberg)
- 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…
- Oil Extends Rally Above $50 Amid Signs Virus Spread Is Easing (Bloomberg)
- 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)
- U.S. Home-Refinancing Applications Hit Highest Level Since 2013 (Bloomberg)
- Steve Cohen Pulled Down at Least $1.3 Billion in 2019 (Institutional Investor)
- Small-Cap Health Stocks Stand Out in 2020 (Wall Street Journal)
Be in the know. 13 key reads for Tuesday…
- 5 Stocks That Could Rally if Coronavirus Slows (Barron’s)
- It isn’t 1999—the party’s not over for tech stocks yet, Goldman says (MarketWatch)
- How a Reality-TV Producer Became Rainmaker to $300 Billion Saudi Fund (Wall Street Journal)
- Buy Lyft Stock Because the Company Could Be an Acquisition Target, Analyst Says (Barron’s)
- Philadelphia Auto Show 2020: 1,750-horsepower SSC Tuatara makes its first public debut (USA Today)
- Five Hedge Fund Heads Made More Than $1 Billion Each Last Year (Bloomberg)
- Powell stresses that Fed is ‘closely monitoring’ coronavirus (CNBC)
- Ray Dalio Says Market Impact of Coronavirus Is ‘Exaggerated’ (Bloomberg)
- Dollar’s surge adds to coronavirus risks for US economy (Financial Times)
- Schwarzman on phase 2 US-China trade deal: ‘The question is timing’ (Yahoo! Finance)
- Pound Needs More Than Dated Data to Change Its Negative Bias (Bloomberg)
- Trump interview with Trish Regan (Fox Business)
- Stockpickers turn to big data (Financial Times)