Be in the know. 28 key reads for Tuesday…

  1. This Is What Hedge Funds Bought And Sold In Q3: Complete 13F Summary (ZeroHedge)
  2. Exclusive: OPEC+ sees oil cut extension curbing 2021 rise in oil stocks, document shows (Reuters)
  3. Fed Could Buy More Bonds if Coronavirus Hits Too Hard (Barron’s)
  4. Warren Buffett’s Berkshire Hathaway Confirms Apple Stock Sale, Buys of Pfizer, Merck (Barron’s)
  5. The Stock Market Hit a New High Monday. Here’s Why It Can Keep Racing Higher. (Barron’s)
  6. Fund managers are believers in the rotating-to-value trade, latest Bank of America survey shows (MarketWatch)
  7. Vaccines Could Boost Economic Recovery in Emerging Markets. 8 Stocks That Have a Shot. (Barron’s)
  8. Warren Buffett Is (Mostly) In The Right Place At Right Time (Investor’s Business Daily)
  9. Multiplan Stock Has a Wild Few Days After Short Report, Earnings, and Wall Street Initiations (Barron’s)
  10. Imperial Brands Stock Climbs as Lockdown Boosts Tobacco Sales and Profit. 2021 Will Be Better. (Barron’s)
  11. China’s Lopsided Economic Recovery Continues. Expect Widening Global Trade Gaps. (Barron’s)
  12. Yamada sees the “FAANMG” tech leaders making tops and being vulnerable to declines of “bear-market proportions.” (Barron’s)
  13. Investors are losing patience with Big Tech over its lax attitude to harmful content (fnlondon)
  14. Could the Fed act early? Yes, says this strategist who maps out the central bank’s possible next move (MarketWatch)
  15. The Fed Could Act If Covid Hits the Economy. Stocks Would be the Winner (Barron’s)
  16. The Dow just clinched its fastest bear-market recovery in 30 years (MarketWatch)
  17. Why ‘seriously underloved’ small-cap stocks have room to rise as vaccine progress sparks rotation (MarketWatch)
  18. Southwest Airlines Seizes the Moment as Rivals Struggle (Wall Street Journal)
  19. Moderna Vaccine Offers Possible Antidote to Deep-Freeze Problem (Bloomberg)
  20. Warren Buffett Likes Stocks Again (Bloomberg)
  21. BofA Says Market Is So Bullish It’s Time to Sell on Vaccine News (Bloomberg)
  22. DoorDash Loves the ’Burbs as Much as You Do (Wall Street Journal)
  23. Shipping Stocks Are Riding a Different Kind of Covid-19 Wave (Wall Street Journal)
  24. Airbnb’s Recovery May Be Worth Betting On (Wall Street Journal)
  25. Walmart Jumps After Smashing Expectations As Average Ticket Soars 24% (ZeroHedge)
  26. Amazon Starts Selling Prescription Drugs To Prime Customers (ZeroHedge)
  27. Boeing’s 737 Max is set to return to the skies as industry reels from pandemic (CNBC)
  28. ‘Everything points upward’: Wharton professor Jeremy Siegel says the economy and stock market will be stronger than expected in 2021 (Business Insider)