Most of the previous weeks’ front pages concerns still remain. Let it be trade-wars, the economy, elections and so forth. On the other hand, the markets have shrugged-off all of this. On a sector basis, all the focus has been on Cannabis stocks and their parabolic moves upwards, and later the implosion. On a macro level, the risk of a hard Brexit has blossomed up again, as negotiations between UK and the EU have completely stalled. Complacency prevails for now until we get a trigger.

Economy, Trade & Fed

U.K.’s Theresa May Says Brexit Negotiations Have Reached ‘an Impasse’ via WSJ

Fed Debate on Neutral Rate Misses the Bigger Picture by Bloomberg

Marijuana Should Be Added to Nafta, Mexico’s Fox Says via Bloomberg


China’s Trade-War Tack Is Steeped in History from Bloomberg

Trade Tensions Spell Trouble for Eurozone Economy via WSJ

Brexit Has Brought Britain to a Standstill via Bloomberg

Turkey unveils plan to fight currency crisis from FT

What the market will watch for in Italy’s crucial budget proposal in the coming week via MarketWatch

Markets / Companies

European antitrust authorities probe Amazon by Axios

Amazon Will Consider Opening Up to 3,000 Cashierless Stores by 2021 via Bloomberg

What Does Speculation Look Like… MoviePass, Bitcoin and Tilray from Howard Lindzon

Meanwhile in China, Implosion of Stock-Market Double-Bubble by Wolf Street

Copper Surges as Tariff Fears Ebb from WSJ

New Trump tariffs won’t include fitness trackers or the Apple Watch from The Verge

Fidelity CEO Says No-Fee Lineup Is Aimed at New Customers via Bloomberg

3 Investments that May hit their peak from NYTimes

New York sues U.S. to stop fintech bank charters via Reuters

A right to repair: why Nebraska farmers are taking on John Deere and Apple by The Guardian

In Saudi Arabia, black gold is still king from Asia Times

Giant Debt Offer Shows Appetite for Low-Rated Companies by WSJ

U.S. Companies Need to Get Tough on China from Bloomberg



The Wild West days of crypto exchanges are coming to an end from QZ


Research / Interesting Reads

Startup Aims To Be Millennials’ Bank With Cash-Back Debit Card, High Interest On Savings via Forbes

Revisiting the Fall of 2008 by A Wealth of Common Sense

Living The Stream from ESPN


What Does an EV/EBITDA Multiple Mean? by Blue Mountain Capital

Country ETFs Go Beta via

Howard Lutnick, Now a Billionaire, Bets Own Fortune on Bold Growth Plan from Bloomberg