wiar 8-07-17

Mary FanslauWhat I Am Reading

Aug 07 (Monday)

Markets
Hot-Stock Rally Tests the Patience of a Choosy Lot: Value Investors (W)
Energy Stocks: Good, Bad, and Ugly (BR)
Is It Time to Return to Active Stock-Picking? (BR)

Credit & commodities
Where to Find 11% Yields (BR)
It’s High Season for Italian Corporate Bonds (W)

US
Jobs Growth Contributes to Uncommonly Strong U.S. Economic Picture (W)
You’re Fired! No, Wait, Please Keep Working (W)

Emerging
Investing in Developed Markets? Think Small (BR)
Local EM Debt a Good Bet Amid Bubbling Bonds (BR)

US politics
New Chief of Staff Reins in White House Aides—and Trump’s Tweets (B)
Senate Republicans Nod at Bipartisan Push for Insurer Payments (B)
Don’t hold your breath Cutting taxes will not be easy (E)
Pence Rejects Report He’s Preparing to Run for President in 2020 (B)
How the Democrats Lost the White Working Class (BR)
West Virginia Defection Complicates Democrats’ Push in States (W)

Geopolitics
Enforcing Sanctions on North Korea Poses Challenge (W)
China Confident UN Sanctions Can Block North Korea’s Nuclear Push (B)
China says NK missile threat reaching ‘crisis point’ (FT)
How a nuclear war in Korea could start, and how it might end (E)
How to avoid nuclear war with North Korea (E)
How close is North Korea to having a missile that can hit LA? (E)
China, Asean to Test Waters on South China Sea Talks (W)

Industries & companies
Airlines: Delta Air Lines: Ready for Takeoff (BR)
FAANGs: Apple Plans to Release Watch With Wireless Functionality (W)
Financials: Former MetLife Unit Brighthouse Has Tough Task: Selling Insurance (W)
Pharma: Behind the Push to Keep Higher-Priced EpiPen in Consumers’ Hands (W)
Tobacco: Big Tobacco’s Next Big Thing? Tobacco (W)

Corporate finance
Penalties Against Wall Street Are Down Sharply in 2017 (W)
Chubb CEO Greenberg on his winning M&A formula (FT)

Offbeat
The Problem With Electric Cars? Not Enough Chargers (W)