Be in the know. 15 key reads for Thursday…

  1. 10 Undervalued Energy Stocks for 2020 (24/7 Wall Street)
  2. Biotech Stocks Are In a Position to Break Out in 2020, Analysts Say (MarketWatch)
  3. Opinion: Takeaway from Abu Dhabi money conference: So much money is looking to find a home (MarketWatch)
  4. BOJ to begin lending ETFs to prop up market liquidity (Reuters)
  5. The J. Paul Getty (Energy) Stock Market (and Sentiment Results) (ZeroHedge)
  6. Oil Stocks To Buy As Prices Rebound: Here Are U.S. Shale, Market Cap Leaders (Yahoo! Finance)
  7. Think the Dow Is OId-Fashioned? It Beat the S&P 500 Over 5 Years. (Barron’s)
  8. The Best Cars—Including Two Electric Vehicles—I Drove in 2019 ()
  9. Tesla shares close at a record high.  Next stop $420? (CNBC)
  10. ‘I couldn’t have been more wrong’: Legendary investor Stanley Druckenmiller reveals a mistake he made that cost him major market returns (Business Insider)
  11. The ‘ultimate smart money indicator’ is signalling a big move in the stock market by the end of the week (MarketWatch)
  12. China says in touch with U.S. on signing of Phase 1 trade deal (Reuters)
  13. Biotech Analysts See Deals, Drug Data Carrying 2020 Performance (Yahoo! Finance)
  14. Investors Pony Up More Than $2B for Distressed Fund (Institutional Investor)
  15. US House poised to approve USMCA trade deal (Financial Times)

Be in the know. 10 key reads for Wednesday…

  1. DuPont Has Narrowed Its Focus. Analyst Sees a Winner for 2020. (Barron’s)
  2. 8 Oil Stocks Goldman Sachs Says to Buy in 2020 (Barron’s)
  3. Stanley Druckenmiller Is Embracing Risk Again, Just ‘Timidly’ (Bloomberg)
  4. U.S. Energy Chief Shrugs Off Permian Oil Slowdown as a ‘Pause’ (Barron’s)
  5. Saturday before Christmas expected to be the biggest U.S. shopping day of 2019 (Reuters)
  6. Why Fund Managers Are Cranking Up the Risk (Institutional Investor)
  7. Trump adviser hints at next big trade deal (Fox Business)
  8. The U.S. housing market is taking off: Morning Brief (Yahoo! Finance)
  9. A Berkshire Hathaway decade in review: Here are the biggest takeaways from Warren Buffett’s annual shareholder letters (Business Insider)
  10. Dollar Is Poised to Weaken Just in Time (Bloomberg)

Be in the know. 10 key reads for Tuesday…

  1. The Two Countries Dictating Oil Prices In 2020 (Yahoo! Finance)
  2. The Trade Deal Doesn’t Fix Everything. The Market Doesn’t Care. (Barron’s)
  3. Animal-Care Provider Zoetis and 6 More Companies Are Raising Dividends (Barron’s)
  4. Global Economy Shows Signs of Regained Footing (Wall Street Journal)
  5. Upbeat Chinese Economic Data Buoy Commodities (Wall Street Journal)
  6. This year’s really big rally doesn’t mean 2020 needs to be a down year, history shows (CNBC)
  7. UK unemployment falls to lowest level since 1975 (BBC)
  8. US Single-Family Building Permits Reach 12-Year High (Zero Hedge)
  9. Worst to First in 2020 (Oil Stocks)? (Yahoo! Finance)
  10. 7 Greatly Undervalued Dow Stocks for Upside and Dividends in 2020 (24/7 Wall Street)

Be in the know. 10 key reads for Monday…

  1. Embattled Oil Stocks Occidental and Chesapeake See Large Insider Buys (Barron’s)
  2. Lighthizer Scores a Trifecta of Wins for Trump’s Trade Agenda (Bloomberg)
  3. A Warren Buffett Protégé on the Most Critical Thing She’s Learned About Turning Companies Around (Fortune)
  4. Opinion: There’s more upside for biotech even after 24% gains in two months (MarketWatch)
  5. Villains or visionaries? Hedge funds short companies they say ‘greenwash’ (Reuters)
  6. Fresh off election win, Boris Johnson seeks new Brexit legislation ‘before Christmas’ (MarketWatch)
  7. Stock market ‘melt-up’ coming soon: Bank of America (FoxBusiness)
  8. Bond funds revel in white-hot year for fixed income (Financial Times)
  9. Analysts: 9 Stocks Will Grow Sales The Most Next Year (Investor’s Business Daily)
  10. Barron’s Picks And Pans: Charles Schwab, Disney, Sprint, Netflix And More (Yahoo! Finance)

Be in the know. 15 key reads for Sunday…

  1. Biotech Stocks Are Poised to Rise in 2020, Analyst Says. Here Is His Top Pick. (Barron’s)
  2. The Pound Is Only Heading in One Direction (Bloomberg)
  3. Where Can Investors Find Value in a Long Bull Market? Here Are Our 10 Stock Picks for 2020. (Barron’s)
  4. Lachlan Murdoch Purchases ‘Beverly Hillbillies’ Mansion for Record Price (Fortune)
  5. Here’s What Every Michelin 3-Star Restaurant in the US Is Serving on New Year’s Eve (Robb Report)
  6. We Have a Trade Deal and Brexit Clarity. That’s Good News for Stocks. (Barron’s)
  7. TOP 10 concept cars of 2019 (designboom)
  8. This Mind-Blowing Mojave Desert Compound Will Train Astronauts For Life on Mars (Maxim)
  9. Fed’s Clarida Dismisses Weak Retail Sales, Says Outlook Solid (Bloomberg)
  10. Artificial Intelligence And Machine Learning Lead Charts: 2020 Tech Trends (ValueWalk)
  11. The Top 20 Destinations For 2020 (Forbes)
  12. ECRI Weekly Leading Index Update (Advisor Perspectives)
  13. China to target around 6% growth in 2020, step up state spending: sources (Reuters)
  14. U.S. Mnuchin says trade deal with China to boost global economy (Reuters)
  15. Warren Buffett said an 89-year-old carpet seller would ‘run rings around’ Fortune 500 CEOs. Here’s the remarkable story of Mrs B (Business Insider)

Be in the know. 20 key reads for Saturday…

  1. It’s Time To Get Greedy In The Energy Sector (The Felder Report)
  2. GOLDMAN SACHS: These 20 unloved stocks are spring-loaded for surprisingly big gains in 2020 (Business Insider)
  3. U.S.-China trade deal swaps tariff rollbacks for farm, energy purchases (Reuters)
  4. Here are the best-performing stocks of the decade (CNBC)
  5. PBD TOP 100 MOVIES (Patrick Bet-David)
  6. U.S. and China Reach ‘Phase-One’ Deal Easing Trade Tensions (Bloomberg)
  7. McDonald’s launching first vegan meal in the UK (New York Post)
  8. Boris Johnson’s chance to forge a new role for Britain (Financial Times)
  9. Here’s what the new trade deal means for the markets (CNBC)
  10. What you need to save monthly to retire with $1 million to $3 million, broken down by age (CNBC)
  11. Tradeoffs: The Currency of Decision Making (Farnam Street)
  12. Automation and artificial intelligence could save banks more than $70 billion by 2025 (Business Insider)
  13. These 3D-Printed Houses Could Solve Homelessness (Futurism)
  14. Gary Keller — How to Focus on the One Important Thing (#401) (Tim Ferriss)
  15. Hedge Funds Have Taken Smaller Active Bets — and Delivered Less Alpha — Since the Financial Crisis (Institutional Investor)
  16. Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense)
  17.  One Ratio to Rule Them All: EV/EBITDA (Focused Compounding)
  18. John Malone Has A Very Simple Approach To Screening For Opportunities (GreenBackD)
  19. Copper’s seasonal rally underway (Almanac Trader)
  20. The NHL’s Best Fans 2019: No. 4 Golden Knights Prove Hockey Can Thrive In The Desert (Forbes)

Be in the know. 15 key reads for Friday…

  1. Regeneron (REGN) Upgraded to “Top Pick for 2020” and “Outperform” by Credit Suisse (TheFly)
  2. US and China agree to phase one trade deal, December Chinese tariffs canceled (Fox Business)
  3. 100 Books Everyone Should Consider Reading (AOM)
  4. Fed Statement on Repo Operations (NY Fed)
  5. Fed Aims a Half-Trillion Dollar Liquidity Hose at Year-End Risks (Bloomberg)
  6. Johnson secures crushing UK election victory (Financial Times)
  7. Watch Out, China: Why Investors May Flock to India Next (Institutional Investor)
  8. Shares and sterling soar as trade and Brexit fog lifts (Reuters)
  9. Trump says Britain, U.S. free to strike new trade deal after Brexit (Reuters)
  10. Are Energy Stocks Hot Again? (Oil Price)
  11. Emerging Markets Cut Rates With Russia Following Turkey, Brazil (Bloomberg)
  12. Happy birthday, Taylor Swift! (New York Post)
  13. The Hedge Fund CQS Is Looking at Unloved Parts of the Credit Market for 2020 (Barron’s)
  14. Big Pharma’s Coming Back in 2020. ()
  15. Navy SEAL: How To Pick Yourself Back Up From Failure (Investor’s Business Daily)

Be in the know. 15 key reads for Thursday…

  1.  Trump meets with top trade advisers to strategize before major China tariff deadline (Fox Business)
  2. Saudi Aramco touches $2tn valuation on second day of trading (Financial Times)
  3. Why Exxon’s Stock Could Hit $100 In 2020 (Oil Price)
  4. The “Crazy Rich Asians” Stock Market (and Sentiment Results) (ZeroHedge)
  5. Continental Resources founder Harold Hamm steps down as CEO (Financial Times)
  6. U.S. producer prices unchanged; underlying inflation soft (Reuters)
  7. Oil prices rise on OPEC deficit forecast (Reuters)
  8. The Fed Did Everything It Needed To By Doing Nothing (Barron’s)
  9. The Fed could consider buying other short-term Treasuries, Powell says (Barron’s)
  10. Supercar maker McLaren to skip electric vehicles. Here’s why — and what it will build instead. (USA Today)
  11. Cisco says its new silicon, software, router products will ‘change the economics of the Internet’ (Yahoo! Finance)
  12. Apple (AAPL) China iPhone Shipments in Nov Declined Sharply – Credit Suisse (Street Insider)
  13. Japan and the Art of Making the Same Mistakes Over and Over Again (Wall Street Journal)
  14. Britain Votes in an Election That Will Set the Course of Brexit (Wall Street Journal)
  15. US weekly jobless claims race to a more than 2-year high (CNBC)

Be in the know. 20 key reads for Wednesday…

  1. Wall Street expects bull run to continue in 2020 (Financial Times)
  2. OPEC sees small 2020 oil deficit even before latest supply cut (Reuters)
  3. Industrial Stocks Could Rebound on Trade News, Analysts Say (Wall Street Journal)
  4. The 5 books Bill Gates recommends you read this holiday season (CNBC)
  5. Exxon Mobil prevails in New York climate change lawsuit (Reuters)
  6. The stock market will ‘breathe a sigh of relief’ if President Trump is re-elected in 2020, says billionaire Howard Marks (MarketWatch)
  7. Asleep No More, Traders Buy Hedges ‘Like World Is About to End’ (Bloomberg)
  8. Ray Dalio Is Now Mentoring Hip-Hop Mogul Sean ‘Diddy’ Combs (Bloomberg)
  9. Saudi Aramco shares jump 10% in oil group’s trading debut (Financial Times)
  10. Bank of America is becoming the Amazon of retail banking (Yahoo! Finance)
  11. Jobs surge boosts housing market (FoxBusiness)
  12. Brexit Stocks That Could Soar If Boris Johnson Wins the U.K. Election (Barron’s)
  13. The ‘Dividend Aristocrats’ have nearly matched the S&P’s return (Barron’s)
  14. The Federal Reserve Is Primed to Launch ‘QE4’, Strategist Says. Others Say That’s Not Likely. (Barron’s)
  15. Sicilian Homes Went Up for Auction Starting at €1. More Than 100,000 People Called. (Wall Street Journal)
  16. Ken Griffin Has Another Money Machine to Rival His Hedge Fund (Bloomberg)
  17. The Fed is expected to hold rates steady and vow to keep short-term lending markets stable (CNBC)
  18. ‘Gundlach ratio’ suggests bond yields may rise (MarketWatch)
  19. Christine Lagarde Needs to Be a Negotiator—But Also a Plumber (Wall Street Journal)
  20. Yuan Is Offering Interesting Entry Point at Current Levels: Pictet WM (Yahoo! Finance)

Be in the know. 12 key reads for Tuesday…

  1. 6 Strong Buy Oil and Gas Stocks Called to Surge in 2020 (24/7 Wall Street)
  2. Here’s What It’s Like To Drive a $210,000 McLaren (Barron’s)
  3. The Time to Buy Home Depot Stock Is Now, Analysts Say (Barron’s)
  4. JP Morgan is bullish on Vietnamese banks, says sector offers high growth and profitability (CNBC)
  5. The Federal Reserve’s Meeting Starts Today. Here’s What You Need to Know. (Barron’s)
  6. The Fed will stay in hibernation until at least summer: CNBC survey (CNBC)
  7. Big-name US investors take aim at beaten-up energy sector (Financial Times)
  8. Democrats and the Trump administration near a tentative North American trade deal (CNBC)
  9. There’s no better place to put your money than the U.S., says hedge-fund manager Kyle Bass (MarketWatch)
  10. Ross: US close to largest trade deal in history of the world, 170,000 jobs (Fox Business)
  11. US and Chinese trade negotiators planning for delay of December tariff Fox Business)
  12. Next Oil Rally May Be Made in Texas, Not Vienna (Wall Street Journal)