Be in the know. 20 key reads for Thursday…

  1. Baupost’s Seth Klarman compares investors to ‘frogs in boiling water’ (Financial Times)
  2. Biden Administration Sets Out Detailed Plan for Virus Battle (Barron’s)
  3. Morgan Wallen Tops Charts Driving Surge in Country Music Streaming (Wall Street Journal)
  4. 6 Stocks to Buy for the Next Oil-Price Surge (Barron’s)
  5. ECB Stays Put, Stands Ready to Do More (Barron’s)
  6. Jim Chanos still shorting Tesla, just more cautiously (New York Post)
  7. President Biden’s Tech To-Do List (New York Times)
  8. Biden won’t let up tough scrutiny of Big Tech (USA Today)
  9. DuckDuckGo search engine increased its traffic by 62% in 2020 as users seek privacy (USA Today)
  10. ‘Ready to serve’: Vice President Kamala Harris steps into history (USA Today)
  11. Fossil Fuel Follies. The Energy Report 01/21/2021 (Phil Flynn)
  12. Berenberg Upgrades Boeing On 737 Max Prospects (Benzinga)
  13. Higher inflation is coming and it will hit bondholders (Financial Times)
  14. Kinder Morgan beats estimates, flags concerns on spending by shale producers (Yahoo! Finance)
  15. Renewables Stocks Have Boomed. Some Have Gone Too Far, Too Soon. (Barron’s)
  16. New-home construction activity soars to highest level in over a decade, as builders rush to produce single-family homes (MarketWatch)
  17. Factory activity surges in Mid-Atlantic region in January (MarketWatch)
  18. Procter & Gamble Gets Shoppers to Pay Up (Wall Street Journal)
  19. Restaurants Get Sales Lift From Latest Stimulus Checks (Wall Street Journal)
  20. Commercial Real Estate Debt Sustained by Central Bank Bond Buying (Wall Street Journal)