Be in the know. 20 key reads for Saturday…

  1. Interesting take on “output gap” by Jim Paulsen of Leuthold. Very constructive: (CNBC)
  2. 7 reasons why energy stocks will be 60% higher a year from now (MarketWatch)
  3. Mnuchin defends ending crisis lending tools amid split with Fed (Financial Times)
  4. Dolly Parton, the country singer trying to cure the world’s ills (Financial Times)
  5. Covid kills, but do we overestimate the risk? (Financial Times)
  6. How Jeff Bezos Built One of the World’s Most Valuable Companies (Harvard Business Review)
  7. Why value investing still works in markets (Financial Times)
  8. Liberty Media chairman says he’s buying hard assets in bet on currency devaluation (CNBC)
  9. Opinion: The Dow has completely recovered its 2020 bear-market loss. Here’s what comes next (MarketWatch)
  10. Lending Facilities Were a “Great Success!”  Secretary Mnuchin’s interview with Jim Cramer regarding Lending Facilities expiration and what to do with the $580B of unused taxpayer money (Hedge Fund Tips)
  11. Five U.S. agencies have started telling employees they could get Covid vaccine shots in 8 weeks (CNBC)
  12. Jim Cramer’s week ahead: Start of a ‘seasonally strong period’ for stocks (CNBC)
  13. The stock market will surge 26% next year as it has ‘one of the best setups’ in years, JPMorgan says (Business Insider)
  14. Stocks still have major upside potential with the Fed poised to backstop sluggish stimulus progress, says the world’s largest wealth manager (Business Insider)
  15. It’s Getting Very Costly to Worry About Covid in Stock Market (Bloomberg)
  16. Chef Mark Hix’s Fish House Burger Puts Prawns in a Bun (Bloomberg)
  17. Investors Look Past the Chaos and Throw $53 Billion at Stocks (Bloomberg)
  18. Credit the ‘Vaccine Put’ for Helping Stocks Look Past Bad Headlines (Barron’s)
  19. The Mall Isn’t Dead. It’s Time to Shop for Simon Property Group Stock. (Barron’s)
  20. 20 International Stocks You Don’t Want to Miss, According to Barron’s Investing Experts (Barron’s)