Be in the know. 25 key reads for Friday…

  1. Icahn sees energy sector rebound but urges patience (StreetInsider)
  2. Don’t miss out on this ‘generational opportunity’ in the stock market, hedge-fund manager says (MarketWatch)
  3. GE Stock Could Gain 50%. Goldman Sachs Explains Why. (Barron’s)
  4. Gilead’s remdesivir shaved five days off COVID-19 recovery time, reduced risk of death in some (StreetInsider)
  5. Gilead (GILD) Has Enough Remdesivir Supply on Hand to Treat All Hospitalized U.S. COVID Patients (StreetInsider)
  6. ValueAct’s Morfit says Citigroup positioned for growth, sees higher share price (StreetInsider)
  7. BofA Securities Upgrades Franklin Resources (BEN) Two-Notches to Buy on LM Deal, Strong Balance Sheet (StreetInsider)
  8. Goldman Sachs Reinstates General Electric (GE) at Buy (StreetInsider)
  9. Coronavirus mortgage bailouts fall below 3 million in pandemic’s biggest decline (CNBC)
  10. A breakdown of whether the Democrats’ stimulus bill is actually a ‘bailout’ of blue states (CNBC)
  11. Cheapest Small-Cap Stocks in 20 Years Shows Rally Can Keep Going (Bloomberg)
  12. U.S. bank stocks are fine, if you are rich in patience (Reuters)
  13. Opinion: Value stocks are poised to crush growth stocks after the presidential election (MarketWatch)
  14. Waymo Begins Fully Driverless Rides for All Arizona Customers (Bloomberg)
  15. Rich Americans Are Protecting Their Fortunes From a Possible Biden Win (Bloomberg)
  16. ‘A paradise for growth investors’: A Baillie Gifford fund manager overseeing almost $2 billion explains why investors are underestimating Japanese stocks – and shares his 3-part strategy for picking winners. (Business Insider)
  17. Coca-Cola, AMEX and Moody’s: Warren Buffett doubles his money on these stocks every 2 to 5 years (USA Today)
  18. Bullish signal suggesting further market upside (Business Insider)
  19. Renminbi jumps by most in more than 4 years as China returns to work (Financial Times)
  20. Domestic travel over Golden Week boosts China’s economic recovery (Financial Times)
  21. Why BofA Securities Income and Growth Portfolio Stocks May Be the Best 2021 Picks (24/7 Wall Street)
  22. Stimulus Talks Resume, but a Deal Remains Elusive (Wall Street Journal)
  23. IBM to Spin Off Services Unit to Accelerate Cloud-Computing Pivot (Wall Street Journal)
  24. Wells Fargo CEO Finds Himself on Defense After a Tough First Year (Wall Street Journal)
  25. Indonesia Has 270 Million People—and One of the World’s Lowest Covid-19 Testing Rates (Wall Street Journal)