Be in the know. 10 key reads for Sunday…

  1. How Private Sector Balance Sheets Changed Recessions (Podcast) (Bloomberg)
  2. Theodore Roosevelt: A Timeline of the 26th President’s Life (Mental Floss)
  3. How Biotech and Big Pharma Have Upside Heading Into Earnings ()
  4. Stocks ‘no brainer’ over bonds (Fox Business)
  5. How Non-Profit Hospitals Are Driving Up The Cost Of Health Care (NPR Planet Money)
  6. How His Obscure Tax Break Became a $60B Venture Fund for Low-Income America (OZY)
  7. ConocoPhillips Stock Looks Cheap After a Selloff (Barron’s)
  8. What’s Next After the U.K. Parliament’s Non-Vote on Brexit (Barron’s)
  9. Can ‘Modicare’ Save Sick Indians From Poverty? (OZY)
  10. The Downside of Reusable Bags More People Need to Be Thinking About (Reader’s Digest)

Be in the know. 20 key reads for Saturday…

  1. Hedge Fund and Insider Trading News: James Dondero, Eddie Lampert, Chris Rokos, ExodusPoint Capital, SkyBridge Capital, Nektar Therapeutics Inc. (NKTR), Oshkosh Corp (OSK), and More (Insider Monkey)
  2. Wealth Taxes Don’t Work. Here’s Why. (Barron’s)
  3. How to pretend to understand the Brexit deal (Barron’s)
  4. Meet the Buffett bot: quant fund tries to crack the ‘value’ code (Financial Times)
  5. China’s GDP growth grinds to near 30-year low as tariffs hit production (New York Post)
  6. Why Popular Investments Are Doomed to Underperform (Institutional Investor)
  7. Howard Marks Latest Memo – Mysterious (OakTree)
  8. Invest like Warren Buffett — Is this value’s time to finally shine? (CNN)
  9. Wall Street’s top hedge fund managers reveal their best ideas (CNBC)
  10. ‘Feel the Force’: Gut Instinct, Not Data, Is the Thing (Wall Street Journal)
  11. Bill Miller 3Q 2019 Market Letter (Miller Value)
  12. Buy in October, and Get Yourself Sober (Almanac Trader)
  13. Google affiliate begins drone deliveries in Virginia town (AP)
  14. Mark Zuckerberg Takes Hard Stance Against China And Censorship In Georgetown University Speech (Forbes)
  15. Trump hopes U.S.-China trade deal will be signed by middle of November (Reuters)
  16. Empire State Manufacturing Survey: Slight Growth in October (Advisor Perspectives)
  17. Norway Is a Green Leader. It’s Also Drilling More Oil Wells Than Ever (Fortune)
  18. Lavender Fields, Bouillabaisse, and Calanques: The 4-Day Weekend in Marseille (Men’s Journal)
  19. List Of Top 10 Best Beaches In The World (ValueWalk)
  20. Here They Are: The 20 Best Places To Visit In 2020 (Forbes)

Unusual Options Activity – International Business Machines Corporation (IBM)

Data Source: barchart

Today some institution/fund purchased 1,246 contracts of April $135 strike calls (or the right to buy 124,600 shares of International Business Machines Corporation (IBM) at $135). The open interest was just 113 prior to this purchase. Continue reading “Unusual Options Activity – International Business Machines Corporation (IBM)”

Be in the know. 9 key reads for Friday…

  1. Why Mega-Cap Dividend Energy Stocks May Be the Best 2020 Bet (24/7 Wall Street)
  2. 4 Biotech Stocks That Are Set to Rally, Analyst Says (Barron’s)
  3. Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
  4. A Fed recession indicator has lit up. It’s not the only one to watch. (Barron’s)
  5. Saudi Aramco Delays Launch of World’s Largest IPO (Wall Street Journal)
  6. With Advice Like This, Gilead Can’t Go Wrong (Wall Street Journal)
  7. Schlumberger profit beats as international gains offset weak North America (Reuters)
  8. This Robotic Surgery Giant Just Crushed Third-Quarter Earnings Forecasts (Investors)
  9. The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (ZeroHedge)