Weekend Reading Summary
Macro Related
- Senator and presidential candidate Elizabeth Warren (D-MA) will release details on how she will fund her Medicare for All plan over the next few weeks (XLV, UNH, CYH, THC, UHS, HCA, ANTM, HUM, VRTX, TEVA, LLY, BMY, MRK, PFE). NY Times
- UK Prime Minister Boris Johnson asks EU for another Brexit extension as lawmakers vote for delay. Mr. Johnson will also call for another vote in Parliament (EWU). NY Times
- Chinese Vice Premier Liu He says he will work with US to address key concerns (FXI). Reuters
Stock Specific
- Positive views on DIS, NFLX, CMCSA, CBS, VIAB, T, ROKU, AAPL, AMZN, GOOG. Barron's
- Positive view on ConocoPhillips (COP). Barron's
- Positive view on Emerson Electric (EMR). Barron's
- Positive views on PFE, MDT, CERN. Barron's
- Cautious views on CSCO & IBM. Barron's
- Cautious view on Boeing (BA). Barron's
- Positive view on National Vision Holdings (EYE). Barron's
- Huawei in early discussions to license 5G to US firms (T, VZ, S, TMUS). Reuters
- Facebook (FB) has secured deal with News Corp (NWS.A) and others to license news headlines. WSJ
- Tropical Storm Nestor impacted portions of the Gulf Coast (XLE, USO, GNRC). CNN
- Congressional lawmakers are looking at Boeing (BA) executives amid 737 Max issues. WSJ
- Barrick Gold (ABX) aims to restart gold mining in Tanzania. WSJ
- Facebook (FB) is open to using stablecoins for its Libra currency project. Reuters
- Softbank (SFTBY) wants to become majority owner of WeWork (WE) without lease obligations. Reuters
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