Be in the know. 12 key reads for Saturday…

  1. Energy Stocks Might Finally Have Hit Bottom (Barron’s)
  2. Americans Joining Workforce at Record Rate (Wall Street Journal)
  3. Mike Bloomberg Wants to Build an Influencer Army (Vanity Fair)
  4. Moore Capital ‘Didn’t Try That Hard’ at Succession (Institutional Investor)
  5. 20VC: Oaktree Capital’s Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less? (20 min VC)
  6. How One Value Investor Is Weathering the Strategy’s Underperformance (Institutional Investor)
  7. As OPEC+ Reels From China Virus, Libya Threatens Knockout Punch (Bloomberg)
  8. AbbVie Jumps on Strong Earnings. That’s Not the Only Reason. (Barron’s)
  9. The Mormon Church Amassed $100 Billion. It Was the Best-Kept Secret in the Investment World. (Wall Street Journal)
  10. FedEx to Start Mixing Express and Ground Operations (Wall Street Journal)
  11. Week Before Presidents’ Day Bullish since 1990 (Almanac Trader)
  12. 2020 Ford GT Adds Power And Turns Heads With Stunning ‘Liquid Carbon’ Edition (Maxim)

Be in the know. 12 key reads for Friday…

  1. Kraft Heinz Could Have Bad News. It’s Time to Buy the Stock. (Barron’s)
  2. The No. 1 Biotech Stock Just Squashed Earnings Views — Here’s Why (Investor’s Business Daily)
  3. Hedge Fund and Insider Trading News: Steve Cohen, Bill Ackman, Laurion Capital, Alden Global Capital, Black Diamond Therapeutics Inc (BDTX), SkyWest, Inc. (SKYW), and More (Insider Monkey)
  4. Trump, Xi Reaffirm Commitment to Phase-One Trade Deal (Bloomberg)
  5. The ‘Dividend Aristocrats’ Add 7 New Members (Barron’s)
  6. Honeywell’s Chief Technology Officer Explains the Significance of 5G (Barron’s)
  7. Elliott Management amasses $2.5B stake in bruised SoftBank (New York Post)
  8. U.S. Jobs Top Estimates With 225,000 Gain, Wages Accelerate (Bloomberg)
  9. The Big Dirty Secret Behind Wind Power (Bloomberg)
  10. Encouraging banks to tap Fed discount window could prevent another repo market freeze, says Quarles (MarketWatch)
  11. Peak Shale Will Send Oil Prices Sky High (OilPrice)
  12. Natural Gas: Capital Retreat To Send Prices 50% Higher (Seeking Alpha)

Be in the know. 8 key reads for Thursday…

  1. The end of oil, or just the beginning? (and Sentiment Results) (ZeroHedge)
  2. China Just Cut Tariffs on U.S. Goods. Here Are the Products That Benefit. (Barron’s)
  3. U.S. oil rises as OPEC+ committee calls for deeper cuts to global output amid coronavirus (MarketWatch)
  4. U.S. Trade Deficit Narrows for First Time in Six Years (Wall Street Journal)
  5. Adopting a dog? Coors Light offering $100 toward dog adoption fees for Valentine’s Day (USA Today)
  6. Mattress firm Casper receives sleepy IPO reception (Financial Times)
  7. China cuts Oil tariffs in half (Reuters)
  8. Exxon Mobil Won’t Cut Its Dividend. Here’s Why. (Yahoo! Finance)

Be in the know. 10 key reads for Wednesday…

  1. These Are the Top Energy Funds of the Past Decade (Institutional Investor 
  2. Hedge Fund and Insider Trading News: Ray Dalio, Lee Ainslie, Starboard Value LP, Sound Point Capital Management, First Eagle Investment Management, Coca-Cola Co (KO), Enterprise Products Partners L.P. (EPD), and More (Insider Monkey 
  3. NYSE Owner Makes Offer to Buy eBay (Wall Street Journal 
  4. TikTok Eyes Larger Post-Super Bowl Marketing Push (Wall Street Journal 
  5. Instagram Brings In More Than a Quarter of Facebook Sales (Bloomberg 
  6. The Trump administration finalizes rule that could shift tariff fights to $6 trillion currency market (Business Insider 
  7. Why the stock market could jump another 20% this year: Fundstrat (Yahoo! Finance 
  8. Are Active Funds Better for Fixed-Income Investors? (U.S. News and World Report 
  9. Trump criticizes ‘failing government schools’ as he pushes school choice (Fox Business 
  10. OPEC+ delegates weigh new oil cuts as they analyze coronavirus impact (S&P Global) 

Be in the know. 10 key reads for Tuesday…

  1. Biotech Giant Surges On Plan To Test Coronavirus Drug In Humans (Investor’s Business Daily)
  2. Flu and HIV Drugs Show Efficacy Against Coronavirus (The Scientist)
  3. The Final Frontier of Streaming: ViacomCBS Launches Star Trek (Barron’s)
  4. OPEC Scrambles to React to Falling Oil Demand From China (New York Times)
  5. Oil rebounds on potential for further OPEC+ supply cuts (Street Insider)
  6. How an Och-Less Och-Ziff Changed Its Attitude, Its Leadership – and Its Name (Institutional Investor)
  7. Global junk bond issuance hits monthly record (Financial Times)
  8. Here are the risks to watch in the CLO market, says industry group made famous by ‘The Big Short’ (MarketWatch)
  9. YouTube brought in $15 billion in advertising revenue in 2019 — 9 times more than Google paid to acquire the site 14 years ago. (Business Insider)
  10. A Hedge Fund With 29% Return Record Is Shorting Tesla Bonds (Bloomberg)

Be in the know. 10 key reads for Monday…

  1. Saudis Weigh Large 1M barrel/day Oil Cuts in Response to Coronavirus (Wall Street Journal)
  2. OPEC+ considering further 500,000 bpd oil output cut: Sources (CNBC)
  3. Gilead Drug to Undergo Human Trials in China to Cure Coronavirus (Bloomberg)
  4. Gilead Sciences (GILD) Shares Surges as Remdesivir May Be Effective in Treating Coronavirus (Street Insider)
  5. Experimental drug for coronavirus to be tested in Wuhan (Global Times)
  6. Cocktail of flu, HIV drugs appears to help fight coronavirus: Thai doctors (Reuters)
  7. Toronto patient with 1st confirmed case of coronavirus discharged from hospital (CityNews)
  8. The ‘Odd’ Part of the Economy That Baffles Steve Schwarzman (Institutional Investor)
  9. He Really, Really Wants to Win at Cornhole (Wall Street Journal)
  10. The Rotation To Value Is Inevitable (ZeroHedge)

Be in the know. 15 key reads for Sunday…

  1. Kobe Bryant’s Last Great Interview (YouTube)
  2. How Amazon Keeps Defying Gravity (New York Times)
  3. February’s First Trading Day: DJIA & NASDAQ up 76.2% of the Time Last 21 Years (Almanac Trader)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. Inside big tech’s quest for human-level A.I. (Fortune)
  6. Fed’s Clarida: U.S. economy in good place, coronavirus a ‘wildcard’ (Reuters)
  7. Hedge Fund and Insider Trading News: Jamie Dinan, Ray Dalio, Israel Englander, Air Products & Chemicals, Inc. (APD), Cidara Therapeutics Inc (CDTX), and More (Insider Monkey)
  8. The First Action-Packed ‘Fast and Furious 9’ Trailer Is Here (Men’s Journal)
  9. This American-Made Supercar Could Make History With a Win at Le Mans (Maxim)
  10. Hedge Fund Tips – Episode 15 – VideoCast. Stock Market Commentary. (ZeroHedge)
  11. Using Fiscal Stimulus To Stave Off A Recession (Podcast) (Bloomberg)
  12. The Big Question Hanging Over China’s Virus Attack: How Long Before Containment? (Barron’s)
  13. Barron’s Picks And Pans: Intel, Johnson & Johnson, T-Mobile And More (Yahoo! Finance)
  14. Why hedge funds are still searching for the next big thing (Financial Times)
  15. 4 Bargains to Be Found Among Stocks Hit by Coronavirus Fears (Barron’s)

Be in the know. 10 key reads for Saturday…

  1. 4 Bargains to Be Found Among Stocks Hit by Coronavirus Fears (Barron’s)
  2. James Bond’s favorite car maker Aston Martin gets rescue investor (New York Post)
  3. UK formally leaves the European Union and begins Brexit transition period (CNBC)
  4. What Third Point Is Worried About in 2020 (Institutional Investor)
  5. S&P 500 wipes out gain for the year on coronavirus fears (Financial Times)
  6. The Inner Game: Why Trying Too Hard Can Be Counterproductive (Farnam Street)
  7. How Warren Buffett Made 50% Returns During His Partnership Days | Warren Buffett’s Investment Strategy Explained (Macro-Ops)
  8. Eight Things I Never Knew About Jack Dorsey (Ramp Capital)
  9. Ray Dalio Is Still Driving His $160 Billion Hedge-Fund Machine (WSJ)
  10. Drugmakers Are Racing to Develop a Coronavirus Vaccine (Barron’s)

Be in the know. 10 key reads for Friday…

  1. Fed moves to ease some restrictions under the Volcker rule (CNBC)
  2. Russia’s Ministry of Health names three drugs that can treat new Chinese coronavirus (RT)
  3. OPEC curbs, supply risks to buoy oil prices in 2020: Reuters poll (Reuters)
  4. New coronavirus: How soon will a treatment be ready and will it work? (New Scientist)
  5. After Brexit, the EU Will Have to Be Flexible, Too (Barron’s)
  6. Brexit is happening tonight: Here’s how we got here, and what comes next (CNBC)
  7. Biotech Giant Biogen Banks On Alzheimer’s Approval In 2020 Outlook (Yahoo! Finance)
  8. Ray Dalio: We ‘Don’t Have a Clue’ How Coronavirus Will Impact Markets (Institutional Investor)
  9. Trump set for acquittal as bid to call witnesses falters (Financial Times)
  10. Pound Ends Tough Month on a Bright Note After BOE Decision (Bloomberg)

Be in the know. 10 key reads for Thursday…

  1. BoE’s Carney says rate cut would have led to above-target inflation (Reuters)
  2. Biogen Rallies After Q4 Earnings Top Views (Investor’s Business Daily)
  3. Ken French: ‘There Is No Way to Tell’ If Value Premium Is Disappearing (Institutional Investor)
  4. Alibaba Stock Looks Like a Buy on China Virus Fears (Barron’s)
  5. The one word that defined Davos, investing in India’s hyper-growth, and fading recession fears (Business Insider)
  6. Here’s what is worrying one stock-market bull (MarketWatch)
  7. OPEC May Move Up Meeting As Coronavirus Continues To Batter Oil Prices (OilPrice)
  8. US Oil Exports Could Explode After Once In A Lifetime Power Shift In China (OilPrice)
  9. US energy ‘junk’ bonds hammered by oil plunge (Financial Times)
  10. The “‘Great Wall’ of Worry” Stock Market (and Sentiment Results)…(ZeroHedge)