Be in the know. 20 key reads for Wednesday…

  1. Leon Cooperman says the market has become too pessimistic on energy stocks, too euphoric on Tesla (CNBC)
  2. Junk bond king’s pardon ‘is spectacular’ for Wall Street (Financial Times)
  3. Record Wall Street rally triggers boom in options (Financial Times)
  4. Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios (Benzinga)
  5. The Michael Milken Project (Institutional Investor)
  6. ‘Very Big Trade Deal’ With India In Progress Ahead Of Visit, Trump Says (Benzinga)
  7. Building Permits Surge To 13 Year Highs Thanks To Warm Weather In Northeast (ZeroHedge)
  8. China’s virus-hit industrial cities start to ease curbs, restore production (Reuters)
  9. Oil up on slowing pace of coronavirus, Venezuela sanctions (Reuters)
  10. It’s Michael Milken’s World. The Rest of Us Just Live in It. (Barron’s)
  11. Hedge Funds Keep Backpedaling From S&P 500’s Biggest Winners (Bloomberg)
  12. What Warren Buffett Might Tell Investors in His Annual Letter This Week (Barron’s)
  13. Gilead’s Coronavirus Drug Trial Slowed by Lack of Eligible Recruits (Wall Street Journal)
  14. Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes (Bloomberg)
  15. Why Teva’s Grand Turnaround Could Just Be Getting Started (24/7 Wall Street)
  16. Pound Climbs After Inflation Tempers Risk of a Rate Cut (Bloomberg)
  17. SoftBank plans to borrow up to $4.5 billion using its domestic telecom’s shares as collateral. (Business Insider)
  18. Billionaire investor Leon Cooperman ramps up his criticism of Bernie Sanders, calling him a ‘bigger threat’ to the stock market than coronavirus (Business Insider)
  19. February Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
  20. It’s never been this hard for companies to find qualified workers (CNBC)

Be in the know. 13 key reads for Tuesday…

  1. 5 Stocks That Could Rally if Coronavirus Slows (Barron’s)
  2. It isn’t 1999—the party’s not over for tech stocks yet, Goldman says (MarketWatch)
  3. How a Reality-TV Producer Became Rainmaker to $300 Billion Saudi Fund (Wall Street Journal)
  4. Buy Lyft Stock Because the Company Could Be an Acquisition Target, Analyst Says (Barron’s)
  5. Philadelphia Auto Show 2020: 1,750-horsepower SSC Tuatara makes its first public debut (USA Today)
  6. Five Hedge Fund Heads Made More Than $1 Billion Each Last Year (Bloomberg)
  7. Powell stresses that Fed is ‘closely monitoring’ coronavirus (CNBC)
  8. Ray Dalio Says Market Impact of Coronavirus Is ‘Exaggerated’ (Bloomberg)
  9. Dollar’s surge adds to coronavirus risks for US economy (Financial Times)
  10. Schwarzman on phase 2 US-China trade deal: ‘The question is timing’ (Yahoo! Finance)
  11. Pound Needs More Than Dated Data to Change Its Negative Bias (Bloomberg)
  12. Trump interview with Trish Regan (Fox Business)
  13. Stockpickers turn to big data (Financial Times)

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)

Be in the know. 12 key reads for Thursday…

  1. Boeing’s Latest Setback Could Have a Silver Lining (Wall Street Journal)
  2. 4 Tech Stocks With Big Dividends (Barron’s)
  3. IBM’s Turn Might Stick (Wall Street Journal)
  4. Bulletproof 1928 Caddy once owned by Al Capone up for sale for big bucks (Fox Business)
  5. The new kings of the bond market (Financial Times)
  6. White House has started work on second round of tax cuts to boost growth, Mnuchin says (CNBC)
  7. Greta Thunberg isn’t qualified to lecture the US on climate change, Treasury Secretary Steven Mnuchin says (Business Insider)
  8. ECB launches review that will redefine its mission and tools (Reuters)
  9. Secretive Startup Promises Satellite Internet for the Masses (Bloomberg)
  10. One value strategy now favors commodity sector over techs (MarketWatch)
  11. Pound Forecasters Tune Out BOE Cut Calls to Sound Upbeat (Bloomberg)
  12. Brexit Divorce Deal Clears U.K. Parliament (Wall Street Journal)

Be in the know. 6 key reads for Martin Luther King Day…

  1. ‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
  2. Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
  3. Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
  4. OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
  5. Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
  6. British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Be in the know. 10 key reads for Wednesday…

  1. Bridgewater’s Greg Jensen sees gold rallying as central banks ease (Financial Times)
  2. Burger King offers Prince Harry a job (New York Post)
  3. US natgas production to slip for first time since 2016 (Financial Times)
  4. FOX Business EXCLUSIVE: Breakdown of China’s $200B buys from America under historic phase one trade deal (Fox Business)
  5. This Is What Sets Top-Performing Hedge Fund Managers Apart (Institutional Investor)
  6. It May Be Time to Shop for Shares of U.K. Property Firms (Barron’s)
  7. Sen. Rob Portman: Trump’s Trade Deal Forces China to Start Playing by the Rules (Barron’s)
  8. Are Amazon and FedEx Really Ready to Be Friends Again? (24/7 Wall Street)
  9. The Fed (Mostly) Didn’t Cause the Latest Stock Market Melt-Up (Wall Street Journal)
  10. Nio’s stock soars on heavy volume after report of funding secured (MarketWatch)

 

Be in the know. 7 key reads for Monday…

  1. U.S. Consumer Tech Sales Projected to Increase 4% in 2020. These Trends Will Drive the Growth. (Barron’s)
  2. ‘Bad’ Manufacturing Data Contained Good News for Industrial Stocks. Here’s Why. (Barron’s)
  3. UK economy boosted by ‘greater Brexit clarity’ after conservative win (Fox Business)
  4. Barron’s Picks And Pans: Amazon, Dine Brands, Walgreens And More (Yahoo! Finance)
  5. Top Energy Stocks for January 2020 (Investopedia)
  6. Don’t laugh: Here’s why the ‘great rotation’ from bonds to stocks could finally happen in 2020 (MarketWatch)
  7. Here’s how the Dow and S&P 500 perform in years after they ring up gains of 20% (MarketWatch)

Be in the know. 10 key reads for Friday…

  1. Top 10 Tasks for Boeing’s New CEO (Wall Street Journal)
  2. China’s cabinet plans further action to boost manufacturers: state media (Reuters)
  3. The Power of Social Media in Predicting Stock Returns (Institutional Investor)
  4. Ten Strategists on What U.S.-Iran Escalation Means for Markets (Bloomberg)
  5. Why Battered Oilfield Services Stocks Could Be Big 2020 Winners (24/7 Wall Street)
  6. Why You Should Keep An Eye On These 5 Leading Health Care Stocks (Investor’s Business Daily)
  7. Macau casinos’ luck may change. Two stocks that could win (Barron’s)
  8. The U.S. killed an Iranian General—and the Riskiest Oil Stocks Are Flying (Barron’s)
  9. Boris Johnson’s chief adviser posted a bizarre advert calling for ‘super-talented weirdos’ to help run the UK government (Business Insider)
  10. U.S. shale producers to tap brakes in 2020 after years of rapid growth (Reuters)