Be in the know. 10 key reads for Sunday…

  1. Big-name US investors take aim at beaten-up energy sector (Financial Times)
  2. The Taylor Swift “Bad Blood” Energy Market (and Sentiment Results) (ZeroHedge)
  3. Sweet Success: WhIsBe Is Bringing His $60,000 Vandal Gummy Bears To Art Week Miami (Forbes)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. Politics Aside, what could happen to markets in the event of impeachment in the House? (Almanac Trader)
  6. Episode 773: Slot Flaw Scofflaws (NPR Planet Money)
  7. Making Sense of the Genome, at Last (Nautilus)
  8. Fed Adds $72.8 Billion to Markets, Balance Sheet Moves to $4.07 Trillion (Wall Street Journal)
  9. This wealth manager picked a home-run stock in 2019. Here’s what he likes for 2020 (MarketWatch)
  10. S&P 500 Melt-Up Is So Hot It’s Making Cheerleaders Into Skeptics (Bloomberg)

 

 

Be in the know. 20 key reads for Saturday…

  1. Larry Kudlow: China deal ‘close’ as Beijing cuts some tariffs (New York Post)
  2. US unemployment rate falls to 3.5%, lowest in 50 years (New York Post)
  3. Golden Globe Nominations 2020 Predictions: All of Vanity Fair’s Picks (Vanity Fair)
  4. ‘The Irishman’ Is a Netflix Hit, Even If Few Make It to the End (Bloomberg)
  5. Repo-Market Minnows Say Fixing the Mess Means Going Beyond Big Banks (Bloomberg)
  6. FDA Approving Drugs at Breakneck Speed (Bloomberg)
  7. OPEC’s Oil Surprise Came as Skeptics Were Doubting Price Rise (Bloomberg)
  8. The Bloomberg 50: The People Who Defined Global Business in 2019 (Bloomberg)
  9. Trump Orders Toilet Rule Review, Saying People Flush 10 Times (Bloomberg)
  10. Here are 10 songs Warren Buffett has referenced over 2 decades of annual shareholder letters (Business Insider)
  11. Is Taylor Swift’s ‘Christmas Tree Farm’ a sign that millennials are boosting live tree sales? (MarketWatch)
  12. Why the Bull Market Is Only at Mid-Cycle (Jeff Staut) (Bloomberg)
  13. Inside Miami Art Week With Lenny Kravitz, Princess Eugenie, Rosario Dawson, and Dom Pérignon (Vanity Fair)
  14. MIT Says New Technique Lets You Hack Your Own Brain Waves (Futurism)
  15. Quant Mutual Funds Lag Stocks This Year, Bank of America Says (Institutional Investor)
  16. Survivorship Bias: The Tale of Forgotten Failures (Farnam Street)
  17. Why Warren Buffett Is The G.O.A.T, And Berkshire’s Secret Sauce (Greenbackd)
  18. ‘No Time To Die’: Watch the First Trailer for Daniel Craig’s Final Bond Movie (Maxim)
  19. Top 10 Best Things To Do In Las Vegas: What to check out (ValueWalk)
  20. Biased Algorithms, Biased World (The Big Picture)

Be in the know. 10 key reads for Friday…

  1. Saudi, Russia win over oil producers to deeper cuts (Reuters)
  2. Ulta Stock Is Soaring After Reporting Earnings That Were Much Better Than Last Quarter’s Disaster (Barron’s)
  3. China to Waive Trade War Tariffs for Some U.S. Soy, Pork Purchases (Bloomberg)
  4. Citi Tells Rich Clients Stop Being So Nervous About Stocks (Bloomberg)
  5. U.S. adds 266,000 jobs in November, unemployment dips to 3.5% (MarketWatch)
  6. BIS Wants Central Banks at Center of Digital Cash Revolution (Bloomberg)
  7. China offers official reassurance on trade talks with US (FoxBusiness)
  8. TikTok takes on Facebook in US advertising push (Financial Times)
  9. Europe First: taking on the dominance of the US dollar (Financial Times)
  10. Mnuchin Working Closely With Fed, Bank Regulators on Repo Market Issues (Wall Street Journal)

Be in the know. 15 key reads for Thursday…

  1. Chesapeake Debt Deal Staves Off Bankruptcy (Yahoo! Finance)
  2. Chris Hogan: How to have the happiest Christmas ever (I dare you!) (Fox Business)
  3. Dollar General’s Earnings Show Retail Is Great as Long as You Sell at a Discount (Barron’s)
  4. Japan launches $122 billion stimulus to fight trade risks, post-Olympic slump (Business Insider)
  5. Steve Cohen Is in Talks to Buy the Mets. You Could Buy a Piece of Another Team. (Barron’s)
  6. Carl Icahn Says the HP-Xerox Merger Is a ‘No-Brainer’ (Barron’s)
  7. Oil rises as OPEC weighs deeper output cuts (Street Insider)
  8. Robert Shiller on the ‘Trump Narrative’ That’s Lifting Stocks, and Other Investor Enthusiasms (Barron’s)
  9. This Billionaire CEO’s Brilliant Idea Made Him Rich, Twice (Investor’s Business Daily)
  10. U.S. Jobless Claims Unexpectedly Drop to Lowest in Seven Months (Bloomberg)
  11. Soros CIO Puts Conservative Stamp on Fund Built With Bold Bets (Bloomberg)
  12. Math Whiz Trades Without Humans to Make $700 Million Fortune (Bloomberg)
  13. US Trade Deficit Shrinks To Smallest In 16 Months (ZeroHedge)
  14. How Steve Miller’s ‘Fly Like an Eagle’ Took Off (Wall Street Journal)
  15. Pound Hits Fresh High on Boris Johnson’s Election Prospects (Wall Street Journal)

Be in the know. 12 key reads for Wednesday…

  1. Exxon Mobil Stock Could Surge 47% as 2020 May Finally Be the Oil Giant’s Year, Analyst Says (Barron’s)
  2. The new Canada Goose Toronto store doesn’t have inventory, but it does have a daily snowstorm (CNBC)
  3. Blackstone’s Byron Wien says stocks have ‘room to move up’ and this is ‘nothing like 2006 or 1999’ (CNBC)
  4. Third Point Posts Strong November Gain (Institutional Investor)
  5. Growth stocks still have room to run before reaching previous bubble valuations, Credit Suisse strategist says (MarketWatch)
  6. A Big Question Looms Ahead of OPEC. What That Means for Oil Prices. (Barron’s)
  7. New study shows small businesses are the most optimistic on record, even as trade-war and recession fears swirl (Business Insider)
  8. Pound climbs to six-month high, leaving FTSE 100 to sit out a global equity rally (MarketWatch)
  9. Lil Nas X, Country Music’s Renegade Rapper (Bloomberg)
  10. Trump won’t ruin Christmas for Wall Street with China tariffs, investor Peter Boockvar predicts (CNBC)
  11. Faded Texas Oil Field Offers Austerity Lesson for U.S. Shale (Yahoo! Finance)
  12. Oil Trading in Sweet Spot Adds to Improving Economic Signals (Wall Street Journal)

Be in the know. 10 key reads for Tuesday…

  1. Here’s a full list of every book Warren Buffett has recommended this decade—in his annual letters (CNBC)
  2. Oil rises for a second day as Saudi Arabia pushes supply cut (Reuters)
  3. Japan’s Government Calls for Decisive Fiscal Action (Bloomberg)
  4. Fund managers deploy machines to decipher British election riddle (Reuters)
  5. Oil Trading in Sweet Spot Adds to Improving Economic Signals (Wall Street Journal)
  6. Dyal Capital Has a $9 Billion Fund to Deploy. Here’s Who Is Getting That Money. (Institutional Investor)
  7. OPEC+ Set to Debate Oil-Cut Cheating as Russia Seeks Rule Change (Bloomberg)
  8. Here’s everything investors need to know ahead of Britain’s election next week (MarketWatch)
  9. Is Boris Johnson heading for another Brexit crisis? (Financial Times)
  10. Who Will Rise at Art Basel Miami Beach? (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. Brexit: Could the UK and EU sort a trade deal in months? (BBC)
  2. OPEC+ Gambles That U.S. Shale’s Golden Age Is Over (Bloomberg)
  3. China’s Nov factory activity unexpectedly expands at quickest pace in almost three years – Caixin PMI (Reuters)
  4. New ServiceNow CEO Bill McDermott Bought Up Stock (Barron’s)
  5. Oil jumps above $61 on talk of further OPEC+ supply curbs (Street Insider)
  6. Saudi Arabia wants OPEC+ to deepen oil cuts due to Aramco IPO (Reuters)
  7. World’s Most Famous Hedge Funds Get Cold Shoulder in China (Yahoo! Finance)
  8. These Ancient Funds Are Still Beating the Market (Barron’s)
  9. The Billionaire Hedge Fund Manager With Quantum Ambitions (Bloomberg)
  10. Oil-Sands Crude Could Get Even Heavier Amid Pipeline Shortage (Bloomberg)

Be in the know. 15 key reads for Sunday…

  1. Al Pacino made ‘Irishman’ so he could finally work with Scorsese (and eat free ice cream) (USA Today)
  2. Hedge Fund Tips – Episode 5 – VideoCast. Stock Market Commentary. (ZeroHedge)
  3. Tesla Model Y vs Ford Mustang Mach-E [COMPARISON] (ValueWalk)
  4. Hedge Fund and Insider Trading News: Marshall Wace LLP, Millennium Management, Cognex Corporation (CGNX), Post Holdings Inc (POST), and More (Insider Monkey)
  5. The Secret to Getting Anything You Want in Life (Forbes)
  6. Joe Ricketts Discusses Trade and Deregulation (Podcast) (Bloomberg)
  7. The Sahm Rule With The Eponymous Economist (NPR Planet Money)
  8. Animal Spirits: The Nastiest, Hardest Problem in Finance (The Irrelevant Investor)
  9.  Chance of winning… (Election Betting Odds )
  10. Is the Global Slowdown Over? (OZY)
  11. All-Time Highs Are Both Scary & Normal (A Wealth of Common Sense)
  12. WWII veteran who credited longevity to daily Coors Light turns 102 (Fox News)
  13. Icahn Is Said to Push Ahead With Bid to Control Occidental Board (Yahoo! Finance)
  14. Iraq Says OPEC+ to Mull More Cuts, Jarring With Group’s Stance (Bloomberg)
  15. As NHL expands, private equity could boost hockey’s financial boom (Fox Business)

Be in the know. 15 key reads for Saturday…

  1. US merger rush stirs debate over equities bull market (Financial Times)
  2. The Greatest Value Investor You’ve Never Heard Of (Macro Ops)
  3. US-China trade talks are at a critical juncture. Here’s a timeline of everything that’s happened so far. (Business Insider)
  4. Is There New Life in Legacy Tech? (Barron’s)
  5. Oil-Sands Stock Suncor Offers a Pipeline of Cash (Barron’s)
  6. Don’t write off energy stocks just yet (Barron’s)
  7. Dividend-Paying Stocks Could Be the Best Long-Term Growth Play (Barron’s)
  8. Even Low Earners Have Money to Spend (Bloomberg)
  9. Yes, You Can Get Free Trading. But There’s Often a Catch. (New York Times)
  10. Aramco IPO Draws Bids of $44.3 Billion, Though Global Investors Balk (Wall Street Journal)
  11. The Irishman Finally Hit Netflix and With It the Memes (Vanity Fair)
  12. Dubai is Adding Tesla Cybertrucks to its Police Car Fleet (Futurism)
  13. Why We Don’t Own Tesla stock (and no, we’re not bears) (Contrarian Edge)
  14. Saudi Aramco IPO May Hinge on Something Called the Greenshoe. What’s a Greenshoe? (Fortune)
  15. Watch the Tense New ‘Better Call Saul’ Season 5 Teaser Trailer (Maxim)

Be in the know. 12 key reads for Black Friday…

  1. Cowboys Owner Jerry Jones Says He’s Hunting for More Gas Assets (BNNBloomberg)
  2. The Stealers Wheel, “Stuck in the Middle with You” Stock Market (and Sentiment Results) (Hedge Fund Tips)
  3. Teaching Your Child the Value of a Dollar (Barron’s)
  4. Franco-German Rift Clouds EU (Wall Street Journal)
  5. America’s Cattle Ranchers Are Fighting Back Against Fake Meat (Wall Street Journal)
  6. The CEO of Twitter and Square says he’s moving to Africa for at least 3 months next year because the continent will ‘define the future’ (Business Insider)
  7. Netflix’s ‘The Irishman’ could inject some much-needed momentum into the streaming giant’s stock, analyst says (Business Insider)
  8. The World Doesn’t Have Enough Pigs to Fill China’s Pork Deficit (Bloomberg)
  9. Soros’s Dawn Fitzpatrick Likes Hemingway, College Hoops, Spain (Bloomberg)
  10. Wall Street Wades Into Sports Gambling as Legalization Spreads (Bloomberg)
  11. U.S. third-quarter GDP growth revised up to 2.1% (StreetInsider)
  12. Markets Will Grind Higher on `Skinny’ U.S., China Trade Deal: BlueBay (Yahoo! Finance)