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. 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 Saturday…

  1. How the stock market has performed during past viral outbreaks, as epidemic locks down 16 Chinese cities (MarketWatch)
  2. Sam Zell — Strategies for High-Stakes Investing, Dealmaking, and Grave Dancing (#407) (Tim Ferriss)
  3. Sports Gambling Will Be Huge. Buy These Stocks. (Barron’s)
  4. Stocks Catch a Cold After Fed Stops Expanding Its Balance Sheet (Barron’s)
  5. Porsche’s first Super Bowl ad since 1997 features car chase with its all-electric Taycan (CNBC)
  6. EIA expects U.S. net natural gas exports to almost double by 2021 (EIA)
  7. Life is Short (safalniveshak)
  8. Seth Klarman passionately defends value investing and said its time is coming again soon (CNBC)
  9. You Can Buy Into These Sports Teams. But the Valuations Are Lofty. (Barron’s)
  10. Opinion: Here’s what the Super Bowl ‘Predictor’ sees for stocks in 2020, depending on whether the 49ers or the Chiefs win (MarketWatch)

Be in the know. 12 key reads for Friday…

  1. Tiger Cubs, the Next Generation: Meet Chase Coleman’s Proteges (Bloomberg)
  2. 3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results) (Zero Hedge)
  3. Adding a Chronograph Makes This Already-Great Watch Even Better (Bloomberg)
  4. Exclusive: U.S. pushing India to buy $5-6 billion more farm goods to seal trade deal – sources (Reuters)
  5. European stocks climb as economic data fuels growth hopes (Reuters)
  6. 3 Oil and Gas Equipment Stocks in Possible New Uptrend (Investopedia)
  7. Legendary investor Bill Miller scored 120% returns though he did ‘nothing’ in the last months of 2019 (Business Insider)
  8. Trump is studying ‘numerous’ middle-class tax cut plans ahead of election, White House says (Business Insider)
  9. If You Missed Out on Tesla, Consider This Chinese Car Maker (Barron’s)
  10. Vietnam’s Economy Is Booming. Just Don’t Expect to Find Its Stocks In Your Emerging Markets Fund. (Barron’s)
  11. Help! I’m Trapped Inside TikTok and I Can’t Get Out (Wall Street Journal)
  12. Activist Investors and the Art of the Deal (Wall Street Journal)

Be in the know. 10 key reads for Wednesday…

  1. Founder of world’s largest hedge fund says ‘cash is trash’ as the Dow soars to records (Yahoo! Finance)
  2. EXCLUSIVE: Trump promises ‘very big’ middle-class tax cut, trade deals, and health care in second term (Fox Business)
  3. At Davos, Kudlow touts huge wage gains among blue-collar worker (Fox Business)
  4. Monopoly Power and the Malfunctioning American Economy (Institutional Investor)
  5. Trump expects EU trade deal before November election (Financial Times)
  6. Americans Don’t Want to Drive Electric Cars (24/7 Wall St.)
  7. Trump Says Dow Would Be 10,000 Points Higher Without Fed’s ‘Big Mistake’ (MarketWatch)
  8. Bets on BOE Rate Cut Fall Below 50% as Factory Optimism Jumps (Bloomberg)
  9. Nio’s stock has soared 60% during 9-day win streak through Tuesday (MarketWatch)
  10. GOLDMAN SACHS: Stocks that pay huge dividends are historically cheap. Here are the 12 poised to make the biggest payouts to investors through 2021. (Business Insider)

Be in the know. 25 key reads for Sunday…

  1. How the SECURE Act Affects Investors (U.S. News and World Report)
  2. A Big Contrarian Investor Bought Up Boeing Stock (Barron’s)
  3. Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets (Financial Times)
  4. The Real-Life Diet of NHL Player Brent Burns, Who Hunts and Farms His Own Food (GQ)
  5. Mark Wahlberg’s Secret to Becoming More Disciplined (Entrepreneur)
  6. ‘Blank-Check’ Companies Are Hot on Wall Street. Investors Can’t Ignore Them. (Barron’s)
  7. The Method Behind the Melt-up: Why the Dow Won’t Stop at 30,000 (Barron’s)
  8. The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (Forbes)
  9. The Hidden Dangers of the Great Index Fund Takeover (Bloomberg)
  10. Bill Miller 4Q 2019 Market Letter (Miller Value)
  11. The Secretive Company That Might End Privacy as We Know It (New York Times)
  12. Hedge Fund and Insider Trading News: Stanley Druckenmiller, David Tepper, D.E. Shaw, Millennium Management, Aurora Cannabis Inc (ACB), Lennar Corporation (LEN), and More (Insider Monkey)
  13. Trump Fans or Not, Business Owners Are Wary of Warren and Sanders (New York Times)
  14. A theory on who’s doing all the buying that’s pushing stocks higher and higher (CNBC)
  15. ECRI Weekly Leading Index Update (Advisor Perspectives)
  16. Europe is rediscovering its penchant for statist intervention (The Economist)
  17. Dan Fink Designs the Ultimate Automobile-Friendly Man Cave (Architectural Digest)
  18. The World’s Most Beautiful Libraries: Wiblingen and Schussenried Abbeys (Daily Beast)
  19. The Quiet Billionaires Behind America’s Predator Drone That Killed Iran’s Soleimani (Forbes)
  20. China’s Birth Rate Falls to New Low, Threatening Economy (Wall Street Journal)
  21. Martha Stewart mocks Gwyneth Paltrow’s ‘vagina-scented’ candle: ‘I wouldn’t buy it’ (Fox Business)
  22. How To Create Havoc In The U.S. Options Market (Podcast) (Bloomberg)
  23. Connecticut’s Bold Population Goal (U.S. News & World Report)
  24. Kill Switch for CRISPR Could Make Gene Editing Safer (Scientific American)
  25. Inside Jared Kushner’s Unusual White House Role (Time)

Be in the know. 15 key reads for Saturday…

  1. Tepper, Druckenmiller Say They’re ‘Riding’ Market Rally (Bloomberg)
  2. OPEC secretary general says oil demand has ‘upside potential’ (CNBC)
  3. Tesla and 25 Other Stock Picks from Barron’s Roundtable Panelists (Barron’s)
  4. Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
  5. Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
  6. Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
  7. Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
  8. Barron’s Beat the Stock Market Last Year. Here’s How We Did It. (Barron’s)
  9. These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
  10. Pharma and Biotech Aren’t Worried About Democrats’ Attacks Against Drugmakers (Barron’s)
  11. Oil’s Minnows Need to Start Earning Their Keep (Bloomberg)
  12. Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
  13. Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
  14. Bob Iger — CEO and Chairman of Disney (#406) (Tim Ferriss Show)
  15. Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)

Be in the know. 10 key reads for Thursday…

  1. China says trade deal good for all, media discourages ‘nitpicking’ (Reuters)
  2. “Are you tired of winning yet?” Stock Market (and Sentiment Results)… (ZeroHedge)
  3. U.S. Energy Industry Looks for Clarity in China Trade Deal (New York Times)
  4. Morgan Stanley Downgrades Tesla (TSLA) to Underweight, Raises PT (Street Insider)
  5. Why Raymond James Top MLPs to Buy Also May Be 2020 Best Income Ideas (24/7 Wall Street)
  6. Morgan Stanley 4Q earnings smash Wall Street estimates as revenue jumps across the board (Business Insider)
  7. Intuitive Surgical CEO Cracks The Da Vinci Code Of Success For You (Investor’s Business Daily)
  8. 2020 Could Be the Year for Small-Caps. Buy Only the Best. (Barron’s)
  9. Things May Be Looking Up for Hedge Funds (Institutional Investor)
  10. Nobody Makes Money Like Apollo’s Ruthless Founder Leon Black (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)