- 5 Undervalued Healthcare Stocks (Barron’s)
- Opendoor Can Succeed in a Housing Market Downturn, CFO Says (Barron’s)
- Why Yield-Hungry Investors Are Looking to Energy Stocks (Barron’s)
- The Fed Is Optimistic About the Recovery—and Unsure What That Means for Rates (Barron’s)
- Judge Blocks Biden Oil Lease Plan. Why the Market Has Shrugged It Off. (Barron’s)
- Biogen’s FDA Win Marks a Mini-Rally in Biotech Stocks (Barron’s)
- China’s Economic Growth Moderates as Consumers Stay Cautious (Wall Street Journal)
- Americans Welcomed Back to Europe as Covid-19 Restrictions Ease (Wall Street Journal)
- Boeing, Airbus Gear Up for Post-Tariff Fight for Orders (Wall Street Journal)
- Fed keeps key rate near zero but moves up forecasts for initial rate hikes to 2023 amid upbeat outlook, stronger inflation (USA Today)
- S. Jobless Claims Rose Last Week for First Time Since April (Bloomberg)
- David Tepper Says Oil Stocks Are Cheapest Because People Hate Them (Bloomberg)
- European Stocks Are Coming In From the Cold (Bloomberg)
- Why inflation could create a ‘giant wealth transfer’ from lenders to borrowers (MarketWatch)
- 23andMe Successfully Closes its Business Combination with VG Acquisition Corp. (VGAC) (Street Insider)
- Walt Disney (DIS) PT Raised to $215 at Guggenheim on Faster Recovery with Higher Spending Levels (Street Insider)
- Netflix (NFLX) Could Have Its Strongest 6-Month Slate Ever in 2nd-Half – JPMorgan (Street Insider)
- Oil Continues to Explode Higher: 4 Goldman Sachs Conviction List Picks to Buy Now (24/7 Wall Street)
- AT&T: back to basics after four decades of botched dealmaking (Yahoo! Finance)
- Happy to Shun Showrooms, Millennials Storm the Car Market (New York Times)
Category: What I’m Reading Today
Be in the know. 20 key reads for Wednesday…
- China Tackles Commodity Prices. Mining Stocks Fall. (Barron’s)
- Watch for Taper Talk, Rate Views, and Inflation Outlook at Today’s Fed Meeting (Barron’s)
- Supply and Demand Are Coming Back Into Balance. These 9 Charts Show How. (Barron’s)
- How Talk of Tapering Could Affect Stocks (Barron’s)
- Exxon Could Rise 40%, With Big Dividend Growth (Barron’s)
- Oil Price Hits Pandemic High as Investors Bet on Green Energy (Wall Street Journal)
- Is Higher Inflation Here to Stay? Fund Managers Don’t Think So (Institutional Investor)
- Watch the ‘dot plot’ at the Fed meeting today (Financial Times)
- Regeneron antiviral treatment saves lives of Covid patients in hospital (Financial Times)
- Amazon (AMZN) Prime Members Now Valued at Around $1,000/Year Each, Sees ~240M by Year-End – JPMorgan (Street Insider)
- States to end unemployment benefits for more than 400,000 people this weekend (CNBC)
- Lumber Prices Are Falling Fast, Turning Hoarders Into Sellers (Wall Street Journal)
- Solid Power, QuantumScape, and the Battle for Next-Generation Batteries (Wall Street Journal)
- Meet the New Chinese Economy, Same as the Old Chinese Economy (Wall Street Journal)
- WTI Bounces On Big Crude Draw, Gasoline Demand Pick-Up (ZeroHedge)
- Netflix (NFLX) Could Have Its Strongest 6-Month Slate Ever in 2nd-Half – JPMorgan (Street Insider)
- Exxon (XOM) and Chevron (CVX) Have Further Upside to Q2 Consensus Earnings and FCF Estimates – Morgan Stanley (Street Insider)
- U.S. mortgage applications rise as purchases rebound (Street Insider)
- Oil Supercycle Could Hinge on Drilling Lag, Saudi Minister Says (Bloomberg)
- Homebuilding bounces back as lumber prices cool (Fox Business)
Be in the know. 17 key reads for Tuesday…
- The Bond Market Is Acting Strange. An Economic Slowdown Could Be Ahead (Barron’s)
- AstraZeneca, Pfizer Vaccines Offer Strong Protection From Delta Variant (Barron’s)
- Here are 7 reasons to stay bullish on stocks and why the S&P is headed to 4,600, from Credit Suisse (MarketWatch)
- Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
- U.S. and Europe Set to Call Truce Over 17-Year Airbus and Boeing Feud (Barron’s)
- Jamie Dimon says JPMorgan is sitting on about $500 billion in cash, waiting to invest in higher rates (MarketWatch)
- ‘Do not read too much into this month’s bond rally’: it doesn’t mean markets see inflation receding, says JPMorgan (MarketWatch)
- ‘Fastest production car you can buy’: Jay Leno impressed by Tesla’s Model S Plaid (New York Post)
- U.S. Retail Sales Drop, Hinting at Shift to Spending on Services (Bloomberg)
- NBC Says Olympics May Be Most Profitable Ever Despite Pandemic (Bloomberg)
- A full rundown of what to expect from the Federal Reserve on Wednesday (CNBC)
- Here’s what you need to know about Biden and Putin’s high-stakes meeting (CNBC)
- Jaguar Land Rover is developing a hydrogen-powered vehicle and plans to test it out this year (CNBC)
- One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts (CNBC)
- Copper Falls to Eight-Week Low on Fear China Might Release Stockpiles (Wall Street Journal)
- Walgreens offers same-day delivery service through Uber Eats (MarketWatch)
- Wells Fargo (WFC) Likely to Announce a Material Dividend Increase, PT Raised to $52 at Raymond James (Street Insider)
Be in the know. 20 key reads for Monday…
- Disney, Amazon In Race For Next Big Streaming Prize (Investor’s Business Daily)
- Novavax Stock Soars as Study Shows Covid Vaccine 90% Effective (Barron’s)
- What to Expect From the Fed Meeting (Barron’s)
- How Tech Stocks Could Beat Financials Stocks (Barron’s)
- Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
- 21 Stocks for the Next Phase of the Oil Rebound (Barron’s)
- How oil soaring to $100 a barrel could be bad for this boom-bust sector and the economy (MarketWatch)
- G-7 Leaders Rally to Biden’s Call to Challenge China (Wall Street Journal)
- How Japan’s Big Bet on Hydrogen Could Revolutionize the Energy Market (Wall Street Journal)
- Markets Are Leaving Little Room for the Fed to Be Wrong on Inflation (Wall Street Journal)
- Biotech Rally Sparked by Alzheimer’s Drug Has Staying Power (Wall Street Journal)
- Oil price hits pandemic high as investors bet on green energy (Fox Business)
- China Clouds Biden’s Transatlantic Reunion (Wall Street Journal)
- Strategists still don’t think inflation is a problem for stocks: Morning Brief (Yahoo! Finance)
- G7 set to agree ‘green belt and road’ plan to counter China’s influence (Financial Times)
- Lumber Prices Post Biggest–Ever Weekly Drop With Buyers Balking (Bloomberg)
- Authers’ Indicators: Here’s When to Worry About Inflation (Bloomberg)
- Bank of America CEO says consumer spending is 20% higher this year than 2019 (CNBC)
- Why 4 Jefferies Franchise List Stocks Could Be Big Second-Half Winners (24/7 Wall Street)
- The G7 was stronger on values than hard cash (Financial Times)
Be in the know. 15 key reads for Sunday…
- Alibaba Cloud offers to build livestream shopping platforms for global clients (technode)
- MiB: Brad Stone on Bezos & Amazon (Bloomberg)
- In Defense of SPACs (New YorkTimes)
- Here’s What Could Happen When $300 Unemployment Expires, According To Goldman Sachs (Forbes)
- G7 leaders agreed to keep the money taps open -source (Reuters)
- 5 Undervalued Blue Chip Stocks Hedge Funds Are Piling Into (Insider Monkey)
- Long-Term Look at the CPI (advisorperspectives)
- Parking Garages May Soon Become Mini Airports for Electric Air Taxis (Robb Report)
- What Makes Quantum Computing So Hard to Explain? (pocket)
- DARPA’s Latest Defense Weapon Knocks Drones Out of the Sky Using Advanced… Confetti Streamers? (gizmodo)
- Tesla delivers the first 25 Model S Plaid sedans (TheVerge)
- The Availability Bias: How to Overcome a Common Cognitive Distortion (Farnam Street)
- G-7 leaders hammer out a global minimum tax for companies. Here’s how it would work (Fox Business)
- Aston Martin V12 Speedster Is Pure Vehicular Art (Road and Track)
- Bullet-Proof Treasury Market Eyes Fed Meeting With Trepidation (Bloomberg)
Be in the know. 25 key reads for Saturday…
- Tech Stocks Power Market to Record on All-Clear From Treasuries (Bloomberg)
- SEC chief readies ‘woke’ rules and plan to curtail market’s ‘gamification’ (Fox Business)
- Biogen’s Alzheimer’s Drug Opens Up a New Market. These Stocks Could Benefit. (Barron’s)
- What to Expect From the Federal Reserve Meeting (Barron’s)
- Even if Wages Surge, Inflation Might Not Follow (Barron’s)
- Honeywell Does a Quantum Computing Deal. Is This the New Age of Computing? (Barron’s)
- Congress looks to break up Big Tech with bold new antitrust bills (New York Post)
- World hasn’t reached peak oil: Demand to exceed pre-COVID levels (New York Post)
- AMC board members sold nearly $4 million worth of stock this week (New York Post)
- G-7 Poised to Counter China’s Effort to Gain Worldwide Influence (Bloomberg)
- Saudi Arabia Takes Bullish Oil Message Straight to Wall Street (Bloomberg)
- Ariel Investments’ John Rogers touted value stocks, trumpeted Barack Obama’s investing potential, and reflected on beating Michael Jordan at basketball (Business Insider)
- China says US revoking of TikTok, WeChat ban a ‘positive step’ (USA Today)
- Inflation scare? Look at this chart before freaking out (MarketWatch)
- Natural-gas futures settle at highest since October; U.S. oil prices post a rally for the week (MarketWatch)
- Consumers at Their Most Optimistic Since Covid Hit. Inflation Remains Wild Card. (Barron’s)
- Don’t Expect $100 Oil Anytime Soon (Barron’s)
- Mexican Stocks Gain Appeal as President AMLO Loses Popularity (Barron’s)
- ‘Momentum’ Stocks Are a Mess. Why It’s Time to Buy Them Now. (Barron’s)
- Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers (Wall Street Journal)
- Novak Djokovic Outlasts Rafael Nadal at the French Open (Wall Street Journal)
- What Does the Bond Market Know About Inflation? (Wall Street Journal)
- The vanishing billionaire: how Jack Ma fell foul of Xi Jinping (Financial Times)
- 15 More Undervalued Stocks with Momentum (Morningstar)
- The Rise of SPACs: IPO Disruptors or Blank Check Distortions? (aswathdamodaran)
Be in the know. 20 key reads for Friday…
- Is this the Manchin rally? Bonds are rising and stocks at record high as spending expectations wane (MarketWatch)
- ‘Ferris Bueller’s Day Off’ turns 35: Secrets behind the most iconic lines (New York Post)
- Didi Chuxing, China’s Ride-Hailing Giant, Unveils U.S. IPO Filing (Wall Street Journal)
- S. Lifts Some Iran Sanctions Amid Stalled Nuclear Talks (Wall Street Journal)
- Pay Attention to Profit Margins. Here’s Why. (Barron’s)
- Banks Are About to Hand Out Cash. How to Play It. (Barron’s)
- Vertex Shares Fall as Drug Fails. Analysts Say It’s Time to Buy. (Barron’s)
- S. Inflation Is Highest in 13 Years as Prices Surge 5% (Wall Street Journal)
- Amazon Faces Possible $425 Million EU Privacy Fine (Wall Street Journal)
- China Passes Law to Counter Foreign Sanctions (Wall Street Journal)
- Earmarks Are Back, Baby (Wall Street Journal)
- Another reason for worker shortages: Americans are starting businesses (USA Today)
- Merkel Says Biden Shows Multilateralism Is Back: G-7 Update (Bloomberg)
- Powell Gets Wall Street Buy-In to View That Inflation Won’t Last (Bloomberg)
- What the World’s Most Successful Real Estate Investor Is Buying (Bloomberg)
- Big Tech Is Going Public in India (Wall Street Journal)
- Great value rotation may already be over as investors embrace tech again (CNBC)
- Why the 5 Highest-Yielding Dow Stocks Are Great Second-Half Buys (24/7 Wall Street)
- The bond market says ‘meh’ (Financial Times)
- Meme Stocks’ Latest Frenzy Isn’t About a Short Squeeze (Wall Street Journal)
Be in the know. 20 key reads for Thursday…
- Trump’s TikTok, WeChat Actions Targeting China Revoked by Biden (Wall Street Journal)
- John Rogers Is Winning (Institutional Investor)
- OPEC sticks to forecast of oil demand surge in second half of 2021 (Reuters)
- How To Lose $50 Million Hedging Inflation… (ZeroHedge)
- AMC Insiders Sell Another $4 Million in Shares Amid Reddit Rally (Bloomberg)
- CPI shows retail prices soared again last month, lifting U.S. inflation rate to 13-year high (MarketWatch)
- ECB Keeps Stimulus at High Pace, Ruling Out Immediate Tapering (Barron’s)
- Don’t Expect $100 Oil Anytime Soon (Barron’s)
- Inflation Is Here. But It Won’t Doom Stocks. (Barron’s)
- China Is the Elephant in the Room as Europe Targets American Tech (Barron’s)
- Virgin Galactic founder Richard Branson may try to beat Bezos to space: report (New York Post)
- China’s Surging Manufacturing Prices Put Pressure on Beijing to Do Something About Them (Wall Street Journal)
- Draft Antitrust Bills Would Restrict Online Platforms (Wall Street Journal)
- China Tempers Climate Change Efforts After Economic Officials Limit Scope (Wall Street Journal)
- Technology Fills the Gap as Jobs Lag GDP (Wall Street Journal)
- Campbell Plans to Raise Prices as Higher Costs Cut into Profits (Wall Street Journal)
- Markets Are Ignoring the Main Driver of Today’s Inflation (Bloomberg)
- Weak consumption is a ‘major problem’ for China’s recovery, says analytics firm (CNBC)
- Finance professor Aswath Damodaran warns investors not to get cocky, dismisses bitcoin as a currency or store of value, and blasts the Fed in a new interview. Here are the 11 best quotes. (Business Insider)
- China says it arrested over 1,100 suspects and busted 170 criminal gangs in a crypto-related money-laundering crackdown (Business Insider)
Be in the know. 15 key reads for Wednesday…
- Senate OKs Bill to Address Competition From China (Barron’s)
- What a 15% Global Minimum Corporate Tax Rate Means for the Stock Market (Barron’s)
- Say Hello to the ‘She-covery’: Post-Covid Rebound Accelerates Women’s Job Gains (Barron’s)
- FDA Approves Pfizer’s New Pneumococcal Vaccine, Setting Up Clash With Merck (Barron’s)
- Why stock traders say ‘never short a dull market’ (MarketWatch)
- Bill Hwang had been eyeing $100B club before blow up: sources (New York Post)
- FDA Approval of New Alzheimer’s Drug May Boost Prospects of Other Treatments (Wall Street Journal)
- Discount Chain Big Lots Invests in New Stores as Stimulus Checks Boost Sales (Wall Street Journal)
- The Retreat of Exxon and the Oil Majors Won’t Stop Fossil Fuel (Bloomberg)
- From Cashier to Mortgage Billionaire: The Rise of Anthony Hsieh (Bloomberg)
- European banks are in a much better position now than when the pandemic first hit, Goldman says (CNBC)
- China’s producer prices rise faster than consumer prices by the most on record (CNBC)
- Cathie Wood agrees with Fundstrat’s Tom Lee that a demographic boom led by millennials will drive the stock market higher for years to come (Business Insider)
- 10Y Yields Plunge Below 1.50% As Record Short Squeeze Accelerates (ZeroHedge)
- Colgate-Palmolive is following in the footsteps of Pepsi and P&G to a ‘mega-cap turnaround’ (MarketWatch)
Be in the know. 17 key reads for Tuesday…
- Berkshire Hathaway to Buy $500 Million Stake in Brazil’s Nubank (Wall Street Journal)
- The Biggest Obstacle to a Boeing Reboot is Boeing (Bloomberg)
- Biogen Wins Landmark Alzheimer’s Drug Approval (Investor’s Business Daily)
- S. Retrieves Millions in Ransom Paid to Colonial Pipeline Hackers (Wall Street Journal)
- XPeng vs. Tesla: The Race for the Best EV Tech (Wall Street Journal)
- Corporate Taxes Will Rise One Way or Another (Wall Street Journal)
- Southwest orders 34 more of Boeing’s smallest 737 Max plane (CNBC)
- Emerging markets are about to break out, Oppenheimer analyst says (CNBC)
- Alibaba expands cloud products with livestream shopping in its battle with Amazon (CNBC)
- Clover Health’s Stock Price Surges After Becoming New Reddit Darling (Wall Street Journal)
- Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now. (MarketWatch)
- Splunk stock gains on Summit upgrade after post-earnings pullback (SA)
- A Key Opioid Trial Begins Today. What Investors Need to Know. (Barron’s)
- Senate Could Pass Wide-Ranging China Bill. What to Know. (Barron’s)
- Cruise Prices Look Strong Amid Pent-Up Demand, Limited Supply, Flush Consumers (Barron’s)
- How a Cloud Is Lifting from Bluebird and Other Gene Therapy Stocks (Barron’s)
- Will Europe sign up to Joe Biden’s plan to counter China? (Financial Times)