Compulsive used-book buyer. Trying to communicate w/ animal spirits in US markets & the opinionators who watch them (analysts, etc.) alexandra.scaggs@wsj.com

Bernstein Analyst Was First on Amgen Split-But Missed Its 20% Rally

blogs.wsj.com — A letter from activist hedge fund Third Point LLC proposing an Amgen Inc. split-up included an unusual hat-tip: It said a Wall Street analyst was first to suggest the move. But investors who followed the analyst's recommendation to the letter missed out on a rally.

Morning MoneyBeat: Mom and Pop Not Abandoning Stocks Just Yet

blogs.wsj.com — Morning MoneyBeat is the Journal's pre-market primer packed with market updates, insights and must-read news links. Send us tips, suggestions and complaints: steven.russolillo@wsj.com Click here to receive this morning newsletter via email MARKET SNAP: At 6:05 a.m. ET, S&P 500 futures up 1.2%. 10-Year Treasury yield lower at 2.19%.

Bargain Hunters Pounce on Investor Panic

online.wsj.com — Buying the dip is alive and well on Wall Street, as investors scour global markets for cheap stocks from the energy and technology sectors to raw materials. Few portfolio managers and traders claim to know whether the October swoon that has shaved more than 5% off the Dow Jones Industrial Average has run its course.

It’s Gut Check Time for U.S. Investors

online.wsj.com — A pullback in the Dow industrials and an uptick in big price swings haven't rattled investors' faith in U.S. stocks. That optimism will be tested in the weeks ahead as investors scour economic data and earnings reports for signs that Europe's malaise, a slowdown in China and the resurgent dollar will undercut U.S.

U.S. Stocks Are Sunk by Europe Fears

Dollar’s Surge Imperils Corporate Earnings

U.S. Stocks Extend Losses

online.wsj.com — U.S. stock futures inched higher Thursday, steadying after the previous day's sharp losses, as investors awaited data on jobless claims and the factory sector. Futures on the Dow Jones Industrial Average rose three points, or 0.1%, to 16743, while futures on the S&P 500 rose two points, or 0.1%, to 1942.

U.S. Stocks Fall Sharply

online.wsj.com — U.S. stock futures fell Wednesday ahead of data on the labor market and the manufacturing sector. Dow Jones Industrial Average futures lost 25 points, or 0.2%, to 16940. S&P 500 futures shed four points, or 0.2%, to 1962 and Nasdaq-100 futures declined 11 points, or 0.3%, to 4034.

Small Caps Miss Out on Stock Rally

online.wsj.com — Shares of small companies have struggled even as blue chips skipped higher. But while small caps look cheaper and the economy is showing strength, investors aren't ready to pile back in.

Morning MoneyBeat: Looks Like the Smooth Ride’s Over

blogs.wsj.com — Morning MoneyBeat is the Journal's pre-market primer packed with market updates, insights and must-read news links. Send us tips, suggestions and complaints: steven.russolillo@wsj.com Click here to receive this morning newsletter via email MARKET SNAP: At 6:15 a.m. ET, S&P 500 futures up 0.09%. 10-Year Treasury yield slightly lower at 2.50%.
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Oct 22, 2014

RT @AaronLucchetti: Scoop via @EmilyGlazerWSJ @DanFitzWSJ @JeanEaglesham: JPMorgan aware of China hire issues as early as 2006 on.wsj.com/1woCBH2 @WSJ $JPM

Oct 22, 2014

Bernstein's Geoffrey Porges was first w/ the Amgen split idea. But he didn't upgrade, and missed a 20% rally. $AMGN on.wsj.com/1tf7q1T

Oct 22, 2014

v. good read. MT @WSJ Over 325,000 foreign women work as maids in HK. Some are abused. on.wsj.com/1FveRaw pic.twitter.com/bfsjtC4wlQ

Oct 21, 2014

Remnick's piece on Ben Bradlee reads like a eulogy for the time when newspapers had swagger.

Oct 21, 2014

RT @gabrielsnyder: Only outlet trusted by all ideological groups: WSJ. Only one distrusted by all is Buzzfeed journalism.org/2014/10/21/pol… pic.twitter.com/x6gZ9u8gkV

Oct 21, 2014

Professional investors weren't the only ones buying the dip last week. blogs.wsj.com/moneybeat/2014… via @WSJMoneyBeat

Oct 20, 2014

RT @gregorhunter: CY Leung says Hong Kong's poor and working class would dominate elections if given a free vote online.wsj.com/articles/hong-…

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