wiar 01-09-18

Mary FanslauWhat I Am Reading

Jan 09 (Tuesday)

Markets
Dow off to best start since 2003 (NN)
How to Survive a Stock Market Bubble (W)
As Stocks Reach New Highs, Investors Abandon Hedges (W)
Quant hedge funds set to pass $1tn management mark (FT)
Retail Investors Are on Their Longest Buying Spree of the Bull Market (B)
A $6 Billion Manager Says India Equities Rally has Room to Run (B)

Credit & commodities
The Treasury Market Has a Demand Problem (W)
Copper set to keep its shine on industrial demand (FT)

Central banks
Trump Is Close to Picking Fed Vice Chair (B)

US
Conference Board’s Employment Trends Index Rose in December (W)

China
Jack Ma’s Debt Giant Grinds to Halt as China Curbs Micro-Loans (B)
China’s Internet Giants Face Users’ Anxiety Over Privacy (W)

US politics
Regulators Rule Against Trump Administration on Power Plants (W)
Book Publisher: White House Demand Unconstitutional (W)

US tax reform
High-Tax States Get Fleeting Financial Boost From New Law (B)
Cuomo’s New York Tax Plan Could Face Hurdles (W)
Trump Touts Tax Cuts to Farmers (B)
Berkshire may get $37 billion book value boost from U.S. tax cuts: Barclays (R)

Geopolitics
North and South Korea Prepare for Face-to-Face Talks (W)

Industries & companies
Tech: Samsung Electronics profit guidance misses expectations as won weighs (R)
Tech: GoPro to Cut 20% of Workforce, Exit Drone Market (W)

Corporate finance
Intel CEO’s Stock Sale ‘Unusual,’ Private Securities Experts Say (W)

Cryptocurrency
Fund managers say bitcoin ETF proposals withdrawn due to SEC concern (R)
In North Korea, Hackers Mine Cryptocurrency Abroad (W)

Offbeat
Oprah Speech Inspires Visions of a 2020 Presidential Run (W)