Be in the know. 20 key reads for Thursday…

  1. 5 Undervalued Healthcare Stocks (Barron’s)
  2. Opendoor Can Succeed in a Housing Market Downturn, CFO Says (Barron’s)
  3. Why Yield-Hungry Investors Are Looking to Energy Stocks (Barron’s)
  4. The Fed Is Optimistic About the Recovery—and Unsure What That Means for Rates (Barron’s)
  5. Judge Blocks Biden Oil Lease Plan. Why the Market Has Shrugged It Off. (Barron’s)
  6. Biogen’s FDA Win Marks a Mini-Rally in Biotech Stocks (Barron’s)
  7. China’s Economic Growth Moderates as Consumers Stay Cautious (Wall Street Journal)
  8. Americans Welcomed Back to Europe as Covid-19 Restrictions Ease (Wall Street Journal)
  9. Boeing, Airbus Gear Up for Post-Tariff Fight for Orders (Wall Street Journal)
  10. Fed keeps key rate near zero but moves up forecasts for initial rate hikes to 2023 amid upbeat outlook, stronger inflation (USA Today)
  11. S. Jobless Claims Rose Last Week for First Time Since April (Bloomberg)
  12. David Tepper Says Oil Stocks Are Cheapest Because People Hate Them (Bloomberg)
  13. European Stocks Are Coming In From the Cold (Bloomberg)
  14. Why inflation could create a ‘giant wealth transfer’ from lenders to borrowers (MarketWatch)
  15. 23andMe Successfully Closes its Business Combination with VG Acquisition Corp. (VGAC) (Street Insider)
  16. Walt Disney (DIS) PT Raised to $215 at Guggenheim on Faster Recovery with Higher Spending Levels (Street Insider)
  17. Netflix (NFLX) Could Have Its Strongest 6-Month Slate Ever in 2nd-Half – JPMorgan (Street Insider)
  18. Oil Continues to Explode Higher: 4 Goldman Sachs Conviction List Picks to Buy Now (24/7 Wall Street)
  19. AT&T: back to basics after four decades of botched dealmaking (Yahoo! Finance)
  20. Happy to Shun Showrooms, Millennials Storm the Car Market (New York Times)

Be in the know. 20 key reads for Wednesday…

  1. China Tackles Commodity Prices. Mining Stocks Fall. (Barron’s)
  2. Watch for Taper Talk, Rate Views, and Inflation Outlook at Today’s Fed Meeting  (Barron’s)
  3. Supply and Demand Are Coming Back Into Balance. These 9 Charts Show How. (Barron’s)
  4. How Talk of Tapering Could Affect Stocks (Barron’s)
  5. Exxon Could Rise 40%, With Big Dividend Growth (Barron’s)
  6. Oil Price Hits Pandemic High as Investors Bet on Green Energy (Wall Street Journal)
  7. Is Higher Inflation Here to Stay? Fund Managers Don’t Think So (Institutional Investor)
  8. Watch the ‘dot plot’ at the Fed meeting today (Financial Times)
  9. Regeneron antiviral treatment saves lives of Covid patients in hospital (Financial Times)
  10. Amazon (AMZN) Prime Members Now Valued at Around $1,000/Year Each, Sees ~240M by Year-End – JPMorgan (Street Insider)
  11. States to end unemployment benefits for more than 400,000 people this weekend (CNBC)
  12. Lumber Prices Are Falling Fast, Turning Hoarders Into Sellers (Wall Street Journal)
  13. Solid Power, QuantumScape, and the Battle for Next-Generation Batteries (Wall Street Journal)
  14. Meet the New Chinese Economy, Same as the Old Chinese Economy (Wall Street Journal)
  15. WTI Bounces On Big Crude Draw, Gasoline Demand Pick-Up (ZeroHedge)
  16. Netflix (NFLX) Could Have Its Strongest 6-Month Slate Ever in 2nd-Half – JPMorgan (Street Insider)
  17. Exxon (XOM) and Chevron (CVX) Have Further Upside to Q2 Consensus Earnings and FCF Estimates – Morgan Stanley (Street Insider)
  18. U.S. mortgage applications rise as purchases rebound (Street Insider)
  19. Oil Supercycle Could Hinge on Drilling Lag, Saudi Minister Says (Bloomberg)
  20. Homebuilding bounces back as lumber prices cool (Fox Business)

 

Be in the know. 17 key reads for Tuesday…

  1. The Bond Market Is Acting Strange. An Economic Slowdown Could Be Ahead (Barron’s)
  2. AstraZeneca, Pfizer Vaccines Offer Strong Protection From Delta Variant (Barron’s)
  3. Here are 7 reasons to stay bullish on stocks and why the S&P is headed to 4,600, from Credit Suisse (MarketWatch)
  4. Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
  5. U.S. and Europe Set to Call Truce Over 17-Year Airbus and Boeing Feud (Barron’s)
  6. Jamie Dimon says JPMorgan is sitting on about $500 billion in cash, waiting to invest in higher rates (MarketWatch)
  7. ‘Do not read too much into this month’s bond rally’: it doesn’t mean markets see inflation receding, says JPMorgan (MarketWatch)
  8. ‘Fastest production car you can buy’: Jay Leno impressed by Tesla’s Model S Plaid (New York Post)
  9. U.S. Retail Sales Drop, Hinting at Shift to Spending on Services (Bloomberg)
  10. NBC Says Olympics May Be Most Profitable Ever Despite Pandemic (Bloomberg)
  11. A full rundown of what to expect from the Federal Reserve on Wednesday (CNBC)
  12. Here’s what you need to know about Biden and Putin’s high-stakes meeting (CNBC)
  13. Jaguar Land Rover is developing a hydrogen-powered vehicle and plans to test it out this year (CNBC)
  14. One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts (CNBC)
  15. Copper Falls to Eight-Week Low on Fear China Might Release Stockpiles (Wall Street Journal)
  16. Walgreens offers same-day delivery service through Uber Eats (MarketWatch)
  17. 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…

  1. Disney, Amazon In Race For Next Big Streaming Prize (Investor’s Business Daily)
  2. Novavax Stock Soars as Study Shows Covid Vaccine 90% Effective (Barron’s)
  3. What to Expect From the Fed Meeting (Barron’s)
  4. How Tech Stocks Could Beat Financials Stocks (Barron’s)
  5. Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
  6. 21 Stocks for the Next Phase of the Oil Rebound (Barron’s)
  7. How oil soaring to $100 a barrel could be bad for this boom-bust sector and the economy (MarketWatch)
  8. G-7 Leaders Rally to Biden’s Call to Challenge China (Wall Street Journal)
  9. How Japan’s Big Bet on Hydrogen Could Revolutionize the Energy Market (Wall Street Journal)
  10. Markets Are Leaving Little Room for the Fed to Be Wrong on Inflation (Wall Street Journal)
  11. Biotech Rally Sparked by Alzheimer’s Drug Has Staying Power (Wall Street Journal)
  12. Oil price hits pandemic high as investors bet on green energy (Fox Business)
  13. China Clouds Biden’s Transatlantic Reunion (Wall Street Journal)
  14. Strategists still don’t think inflation is a problem for stocks: Morning Brief (Yahoo! Finance)
  15. G7 set to agree ‘green belt and road’ plan to counter China’s influence (Financial Times)
  16. Lumber Prices Post Biggest–Ever Weekly Drop With Buyers Balking (Bloomberg)
  17. Authers’ Indicators: Here’s When to Worry About Inflation (Bloomberg)
  18. Bank of America CEO says consumer spending is 20% higher this year than 2019 (CNBC)
  19. Why 4 Jefferies Franchise List Stocks Could Be Big Second-Half Winners (24/7 Wall Street)
  20. The G7 was stronger on values than hard cash (Financial Times)

Be in the know. 15 key reads for Sunday…

  1. Alibaba Cloud offers to build livestream shopping platforms for global clients (technode)
  2. MiB: Brad Stone on Bezos & Amazon (Bloomberg)
  3. In Defense of SPACs (New YorkTimes)
  4. Here’s What Could Happen When $300 Unemployment Expires, According To Goldman Sachs (Forbes)
  5. G7 leaders agreed to keep the money taps open -source (Reuters)
  6. 5 Undervalued Blue Chip Stocks Hedge Funds Are Piling Into (Insider Monkey)
  7. Long-Term Look at the CPI (advisorperspectives)
  8. Parking Garages May Soon Become Mini Airports for Electric Air Taxis (Robb Report)
  9.  What Makes Quantum Computing So Hard to Explain? (pocket)
  10. DARPA’s Latest Defense Weapon Knocks Drones Out of the Sky Using Advanced… Confetti Streamers? (gizmodo)
  11. Tesla delivers the first 25 Model S Plaid sedans (TheVerge)
  12. The Availability Bias: How to Overcome a Common Cognitive Distortion (Farnam Street)
  13. G-7 leaders hammer out a global minimum tax for companies. Here’s how it would work (Fox Business)
  14. Aston Martin V12 Speedster Is Pure Vehicular Art (Road and Track)
  15. Bullet-Proof Treasury Market Eyes Fed Meeting With Trepidation (Bloomberg)

Be in the know. 25 key reads for Saturday…

  1. Tech Stocks Power Market to Record on All-Clear From Treasuries (Bloomberg)
  2. SEC chief readies ‘woke’ rules and plan to curtail market’s ‘gamification’ (Fox Business)
  3. Biogen’s Alzheimer’s Drug Opens Up a New Market. These Stocks Could Benefit. (Barron’s)
  4. What to Expect From the Federal Reserve Meeting (Barron’s)
  5. Even if Wages Surge, Inflation Might Not Follow (Barron’s)
  6. Honeywell Does a Quantum Computing Deal. Is This the New Age of Computing? (Barron’s)
  7. Congress looks to break up Big Tech with bold new antitrust bills (New York Post)
  8. World hasn’t reached peak oil: Demand to exceed pre-COVID levels (New York Post)
  9. AMC board members sold nearly $4 million worth of stock this week (New York Post)
  10. G-7 Poised to Counter China’s Effort to Gain Worldwide Influence (Bloomberg)
  11. Saudi Arabia Takes Bullish Oil Message Straight to Wall Street (Bloomberg)
  12. Ariel Investments’ John Rogers touted value stocks, trumpeted Barack Obama’s investing potential, and reflected on beating Michael Jordan at basketball (Business Insider)
  13. China says US revoking of TikTok, WeChat ban a ‘positive step’ (USA Today)
  14. Inflation scare? Look at this chart before freaking out (MarketWatch)
  15. Natural-gas futures settle at highest since October; U.S. oil prices post a rally for the week (MarketWatch)
  16. Consumers at Their Most Optimistic Since Covid Hit. Inflation Remains Wild Card. (Barron’s)
  17. Don’t Expect $100 Oil Anytime Soon (Barron’s)
  18. Mexican Stocks Gain Appeal as President AMLO Loses Popularity (Barron’s)
  19. ‘Momentum’ Stocks Are a Mess. Why It’s Time to Buy Them Now. (Barron’s)
  20. Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers (Wall Street Journal)
  21. Novak Djokovic Outlasts Rafael Nadal at the French Open (Wall Street Journal)
  22. What Does the Bond Market Know About Inflation? (Wall Street Journal)
  23. The vanishing billionaire: how Jack Ma fell foul of Xi Jinping (Financial Times)
  24. 15 More Undervalued Stocks with Momentum (Morningstar)
  25. The Rise of SPACs: IPO Disruptors or Blank Check Distortions? (aswathdamodaran)

Be in the know. 20 key reads for Friday…

  1. Is this the Manchin rally? Bonds are rising and stocks at record high as spending expectations wane (MarketWatch)
  2. ‘Ferris Bueller’s Day Off’ turns 35: Secrets behind the most iconic lines (New York Post)
  3. Didi Chuxing, China’s Ride-Hailing Giant, Unveils U.S. IPO Filing (Wall Street Journal)
  4. S. Lifts Some Iran Sanctions Amid Stalled Nuclear Talks (Wall Street Journal)
  5. Pay Attention to Profit Margins. Here’s Why. (Barron’s)
  6. Banks Are About to Hand Out Cash. How to Play It. (Barron’s)
  7. Vertex Shares Fall as Drug Fails. Analysts Say It’s Time to Buy. (Barron’s)
  8. S. Inflation Is Highest in 13 Years as Prices Surge 5% (Wall Street Journal)
  9. Amazon Faces Possible $425 Million EU Privacy Fine (Wall Street Journal)
  10. China Passes Law to Counter Foreign Sanctions (Wall Street Journal)
  11. Earmarks Are Back, Baby (Wall Street Journal)
  12. Another reason for worker shortages: Americans are starting businesses (USA Today)
  13. Merkel Says Biden Shows Multilateralism Is Back: G-7 Update (Bloomberg)
  14. Powell Gets Wall Street Buy-In to View That Inflation Won’t Last (Bloomberg)
  15. What the World’s Most Successful Real Estate Investor Is Buying (Bloomberg)
  16. Big Tech Is Going Public in India (Wall Street Journal)
  17. Great value rotation may already be over as investors embrace tech again (CNBC)
  18. Why the 5 Highest-Yielding Dow Stocks Are Great Second-Half Buys (24/7 Wall Street)
  19. The bond market says ‘meh’ (Financial Times)
  20. Meme Stocks’ Latest Frenzy Isn’t About a Short Squeeze (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Trump’s TikTok, WeChat Actions Targeting China Revoked by Biden (Wall Street Journal)
  2. John Rogers Is Winning (Institutional Investor)
  3. OPEC sticks to forecast of oil demand surge in second half of 2021 (Reuters)
  4. How To Lose $50 Million Hedging Inflation… (ZeroHedge)
  5. AMC Insiders Sell Another $4 Million in Shares Amid Reddit Rally (Bloomberg)
  6. CPI shows retail prices soared again last month, lifting U.S. inflation rate to 13-year high (MarketWatch)
  7. ECB Keeps Stimulus at High Pace, Ruling Out Immediate Tapering (Barron’s)
  8. Don’t Expect $100 Oil Anytime Soon (Barron’s)
  9. Inflation Is Here. But It Won’t Doom Stocks. (Barron’s)
  10. China Is the Elephant in the Room as Europe Targets American Tech (Barron’s)
  11. Virgin Galactic founder Richard Branson may try to beat Bezos to space: report (New York Post)
  12. China’s Surging Manufacturing Prices Put Pressure on Beijing to Do Something About Them (Wall Street Journal)
  13. Draft Antitrust Bills Would Restrict Online Platforms (Wall Street Journal)
  14. China Tempers Climate Change Efforts After Economic Officials Limit Scope (Wall Street Journal)
  15. Technology Fills the Gap as Jobs Lag GDP (Wall Street Journal)
  16. Campbell Plans to Raise Prices as Higher Costs Cut into Profits (Wall Street Journal)
  17. Markets Are Ignoring the Main Driver of Today’s Inflation (Bloomberg)
  18. Weak consumption is a ‘major problem’ for China’s recovery, says analytics firm (CNBC)
  19. 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)
  20. 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…

  1. Senate OKs Bill to Address Competition From China (Barron’s)
  2. What a 15% Global Minimum Corporate Tax Rate Means for the Stock Market (Barron’s)
  3. Say Hello to the ‘She-covery’: Post-Covid Rebound Accelerates Women’s Job Gains (Barron’s)
  4. FDA Approves Pfizer’s New Pneumococcal Vaccine, Setting Up Clash With Merck (Barron’s)
  5. Why stock traders say ‘never short a dull market’ (MarketWatch)
  6. Bill Hwang had been eyeing $100B club before blow up: sources (New York Post)
  7. FDA Approval of New Alzheimer’s Drug May Boost Prospects of Other Treatments (Wall Street Journal)
  8. Discount Chain Big Lots Invests in New Stores as Stimulus Checks Boost Sales (Wall Street Journal)
  9. The Retreat of Exxon and the Oil Majors Won’t Stop Fossil Fuel (Bloomberg)
  10. From Cashier to Mortgage Billionaire: The Rise of Anthony Hsieh (Bloomberg)
  11. European banks are in a much better position now than when the pandemic first hit, Goldman says (CNBC)
  12. China’s producer prices rise faster than consumer prices by the most on record (CNBC)
  13. 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)
  14. 10Y Yields Plunge Below 1.50% As Record Short Squeeze Accelerates (ZeroHedge)
  15. 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…

  1. Berkshire Hathaway to Buy $500 Million Stake in Brazil’s Nubank (Wall Street Journal)
  2. The Biggest Obstacle to a Boeing Reboot is Boeing (Bloomberg)
  3. Biogen Wins Landmark Alzheimer’s Drug Approval (Investor’s Business Daily)
  4. S. Retrieves Millions in Ransom Paid to Colonial Pipeline Hackers (Wall Street Journal)
  5. XPeng vs. Tesla: The Race for the Best EV Tech (Wall Street Journal)
  6. Corporate Taxes Will Rise One Way or Another (Wall Street Journal)
  7. Southwest orders 34 more of Boeing’s smallest 737 Max plane (CNBC)
  8. Emerging markets are about to break out, Oppenheimer analyst says (CNBC)
  9. Alibaba expands cloud products with livestream shopping in its battle with Amazon (CNBC)
  10. Clover Health’s Stock Price Surges After Becoming New Reddit Darling (Wall Street Journal)
  11. Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now. (MarketWatch)
  12. Splunk stock gains on Summit upgrade after post-earnings pullback (SA)
  13. A Key Opioid Trial Begins Today. What Investors Need to Know. (Barron’s)
  14. Senate Could Pass Wide-Ranging China Bill. What to Know. (Barron’s)
  15. Cruise Prices Look Strong Amid Pent-Up Demand, Limited Supply, Flush Consumers (Barron’s)
  16. How a Cloud Is Lifting from Bluebird and Other Gene Therapy Stocks (Barron’s)
  17. Will Europe sign up to Joe Biden’s plan to counter China? (Financial Times)