Category: What I’m Reading Today

Be in the know. 10 key reads for Monday…

  1. Leisure and Hospitality Wages Are Soaring. It’s the Economy Returning to Normal. (Barron’s)
  2. This Former Merck Company Could Have Big Potential (Barron’s)
  3. Amazon’s Jeff Bezos Is Going to Space (Barron’s)
  4. Google fined $268M in French antitrust case, will change ad practices (New York Post)
  5. The 5 Highest-Paying S&P 500 Dividend Stocks All Yield 5% or More (247wallst)
  6. Investors cash in on dividend stocks as recovery gathers pace (Financial Times)
  7. Carnival stock gains after confirming restart of cruises from U.S. port in less than a month (MarketWatch)
  8. Goldman chart reveals what hedge fund investment chiefs really think about bitcoin (MarketWatch)
  9. $70.00 Again. The Energy Report 06/07/2021 (Phil Flynn)
  10. BP Expects Strength in Global Oil Demand to Last, CEO Says (Bloomberg)

 

Be in the know. 20 key reads for Sunday…

  1. Big First 5 Months Gains Consolidate Over Worst Months (Almanac Trader)
  2. The great private jet shortage? (Financial Times)
  3. Here’s Why the Fed Isn’t Frightened by the Jobs Report (Wall Street Journal)
  4. 2021 Porsche 718 Cayman GTS 4.0: Targeting The Driving Enthusiast (Forbes)
  5. 10 Best Stocks that will Benefit from Biden’s $6 Trillion Plan (Insider Monkey)
  6. Verizon CEO Hans Vestberg on why he tracks every hour of his day and the power of the ‘boss contract’ (Fortune)
  7. The big-pharma firm that saw the future (The Economist)
  8. The Czinger 3-D-Printed, 1250 HP Hypercar Has a Top Speed of 281 MPH (Robb Report)
  9. 5 Standout Yachts From This Year’s Venice Boat Show (Robb Report)
  10. Autonomous vehicle startup Aurora in final talks to merge with Reid Hoffman’s newest SPAC (Tech Crunch)
  11. Not every SPAC is pure garbage (Tech Crunch)
  12. Here’s Why You Have Zero Chance Of Winning At 3-Card Monte (digg)
  13. ‘Wedding Crashers’ Sequel To Begin Production in August With Original Cast (Maxim)
  14. Guy Fieri Praised After Leaving $5,000 Tip at Miami Restaurant For Entire Staff (Maxim)
  15. Xpeng says its self-driving tech outperforms Tesla’s (technode)
  16. What’s driving the surge in food prices and what are the knock-on effects? (MoneyWeek)
  17. Only 39% of Americans would switch to an EV — here’s why (TNW)
  18. China Has Triggered a Bitcoin Mining Exodus (Wired)
  19. The 23 greatest classic films on HBO Max (Mashable)
  20. How JetBlue Founder David Neeleman Launched a New Airline During a Pandemic (Inc.)

Be in the know. 40 key reads for Saturday…

  1. Guy Fieri’s Bacon-Wrapped Danger Dogs Are a Ticket to Flavortown (Bloomberg)
  2. Manchin warns Dems about going it alone on Biden’s spending plan (Fox Business)
  3. Investors Need to Watch the Labor Shortage. Here’s Why. (Barron’s)
  4. Tiger Cubs: How Julian Robertson built a hedge fund dynasty (Financial Times)
  5. Lumber Prices Slump As Historic Boom Hits A Wall (ZeroHedge)
  6. The Best Investment of All: The People You Love the Most (New York Times)
  7. Fund Managers Are Ignoring Meme Stocks. That’s a Good Thing. (Barron’s)
  8. Brinker Stock Looks Set to Soar on Chili’s Comeback (Barron’s)
  9. Hedge fund stars shy away from the limelight (Financial Times)
  10. Banks Need Loan Growth to Keep Rallying. These Stocks Already Have It. (Barron’s)
  11. Why Boeing Could Fly High Again (Barron’s)
  12. Charlie Munger’s Book Recommendation List (CMQ)
  13. Driving the undriveable Ferrari (Financial Times)
  14. Payne: When I was a kid, getting a job was like winning the lottery (Fox Business)
  15. 4 Undervalued Stocks With Momentum (Morningstar)
  16. Dividends Are the Next Oil Catalyst. Here Are the Stocks that Could Benefit. (Barron’s)
  17. Natural-Gas Prices Stir Heading Into Summer (Barron’s)
  18. Peter Lynch on Common Investor Mistakes (Novel Investor)
  19. One stunning chart shows just how much faster the US labor market is recovering now compared to the financial crisis (Business Insider)
  20. A Wave of Global Spending Is Great News for Humanity (and Investors) (Barron’s)
  21. The Stock Market’s Long Run of Nothing Continued Last Week. What to Know. (Barron’s)
  22. Solar Power’s Land Grab Hits a Snag: Environmentalists (Wall Street Journal)
  23. Facebook’s Marketplace Faces Antitrust Probes in EU, U.K. (Wall Street Journal)
  24. iPhone? AirPods? MacBook? You Live in Apple’s World. Here’s What You Are Missing. (Wall Street Journal)
  25. Why Does Anyone Care About a Superyacht? (Wall Street Journal)
  26. Bill Gates, Warren Buffett building nuclear reactor in coal-rich Wyoming (New York Post)
  27. G-7 Strikes Historic Deal to Revamp Global Tax on Tech Firms (Bloomberg)
  28. How Ronald Read managed to accumulate a dividend portfolio worth $8 million (DGI)
  29. Emerging-Market Stocks in Pole Position to Gain as World Reopens (Bloomberg)
  30. Rosneft Warns of ‘Severe’ Oil Shortage Amid Hasty Energy Shift (Bloomberg)
  31. Bonds Aren’t Freaking Out About Inflation (Bloomberg)
  32. S.-China Trade Relationship Significantly Imbalanced, Tai Says (Bloomberg)
  33. Crypto investor Vignesh Sundaresan: ‘It’s the NFT that changed the world’ (Financial Times)
  34. Royal Caribbean sets 2021 cruises in Florida, Texas and Alaska (CNBC)
  35. Interactive Brokers founder says problem with AMC Entertainment memes: ‘People…will lose a very substantial amount of money’ (MarketWatch)
  36. Pete Najarian Sees Unusual Options Activity In Tapestry And IQIYI (Benzinga)
  37. Electric Car Batteries Are Turning This Country Into an Actual Hellscape (Futurism)
  38. Bill Ackman’s SPAC Is in Talks to Buy a Stake in Universal Music —But So Far It’s Not Music to Investors’ Ears (Institutional Investor)
  39. The Pied Piper of SPACs (New Yorker)
  40. Lots of Liquidity (Yardeni)

Be in the know. 25 key reads for Friday…

  1. FDA’s Call on Biogen’s Alzheimer’s Drug Is Coming Soon (Barron’s)
  2. Viva Las Vegas: Sin City Presses Its Luck in the Postpandemic Era (Barron’s)
  3. May’s Employment Report Is Another Disappointment (Barron’s)
  4. Buy Take-Two Interactive Because a Whole Lot of Videogames Are in the Works (Barron’s)
  5. Alibaba, Alphabet, and Amazon Stock Are Bargains, This Value Manager Says (Barron’s)
  6. How Pitchers Are Conquering Baseball’s Home Run Revolution (Wall Street Journal)
  7. Ant to Change How It Makes Loans With New Consumer-Finance Company (Wall Street Journal)
  8. Services Boom? You Ain’t Seen Nothing Yet (Wall Street Journal)
  9. Biden Narrows Infrastructure Request, but Hurdles Remain for Bipartisan Deal (New York Times)
  10. The Momentum Is With Active Fund Managers for Now (Bloomberg)
  11. Texas Rising: Hedge Funds, Big Tech Drive Lone Star Wealth Boom (Bloomberg)
  12. Palantir gets aggressive in SPAC investments, backing digital health, aviation and robot companies (CNBC)
  13. Billionaire hedge-fund manager Julian Robertson endorses high-flying US tech stocks — and says their valuations aren’t lofty (Business Insider)
  14. Apple’s Big Show May Not Be Enough (Wall Street Journal)
  15. Cloud Software’s Low-Hanging Fruit Is a Tempting Target (Wall Street Journal)
  16. Apple stock on track for longest weekly losing streak in more than 2 1/2 years (MarketWatch)
  17. Is the Fed ‘tightening cycle’ already happening? (MarketWatch)
  18. Italian Artist Sells Invisible Sculpture For $18,000 (ZeroHedge)
  19. Strong Inflows to Cash Continue, Largest Selling of Tech Stocks Since December 2018 – BofA’s Flow Show (Street Insider)
  20. Northrop Grumman (NOC) Upgraded to ‘Buy’ at Stifel on Compelling Valuation (Street Insider)
  21. Apple’s (AAPL) WWDC Unlikely to Blunt the Deceleration Narrative – Wolfe Research (Street Insider)
  22. Biden open to dropping corporation tax rise in infrastructure talks (Financial Times)
  23. UK approves Pfizer jab for younger adolescents (Financial Times)
  24. Tiger’s Julian Robertson bets big tech stocks will keep marching higher (Finaicial Times)
  25. Washington to bar US investors from 59 Chinese companies (Financial Times)

Be in the know. 20 key reads for Thursday…

  1. What’s In Store For Biogen If Alzheimer’s Drug Gains FDA Approval? (Investor’s Business Daily)
  2. 2022 Defense Department Budget Bodes Well for 4 Top Stocks to Buy Now (247wallst)
  3. This Nobel Laureate In Physics Looks To The Next Huge Thing (Investor’s Business Daily)
  4. Alibaba, Alphabet, and Amazon Stock Are Bargains, This Value Manager Says (Barron’s)
  5. Discovery’s ‘K’ Shares Are One Way to Play the Merger With Warner Media (Barron’s)
  6. Business Travel Is Coming Back (Wall Street Journal)
  7. Traveling to Europe? Here’s What’s Open to U.S. Tourists (Wall Street Journal)
  8. Elon Musk’s Starlink Could Get Boost From German Subsidies (Wall Street Journal)
  9. No Grave Dancing for Sam Zell Now. He’s Paying Up for Hot Properties. (Wall Street Journal)
  10. The Fed announces plans to sell off its corporate bond holdings. (New York Times)
  11. AMC files to sell 11 million shares (CNBC)
  12. Jack Ma’s Ant Group gets China’s approval to operate consumer finance firm (CNBC)
  13. US weekly jobless claims tumble to new pandemic-era low of 385,000 (Business Insider)
  14. Fed’s Beige Book sees pickup in U.S. economic growth (MarketWatch)
  15. United Plans to Buy 15 Supersonic Planes (Wall Street Journal)
  16. Carbon Price Boom Attracts Investors to Emissions-Trading Market (Wall Street Journal)
  17. Tracking Covid-19 Vaccine Distribution (Wall Street Journal)
  18. World Food Prices at 10-Year Highs in May, Says United Nations Food Agency, Biggest Monthly Jump Since 2010 (Street Insider)
  19. Tellurian signs 10-year LNG agreement with Vitol for 3 MTPA (Reuters)
  20. Spac promoter Palihapitiya seeks $800m to target biotech companies (Financial Times)

Be in the know. 20 key reads for Wednesday…

  1. U.S. Stocks Are Near Record Highs. Why It’s Time to Buy in Europe. (Barron’s)
  2. Futures Point to Flat Open as Investors Monitor Inflation (Cheddar)
  3. HP Enterprise Earnings Top Estimates, Sees First-Ever Double-Digit Sales Growth (Barron’s)
  4. Oil’s Sunset Years Could Be Profitable for Some (Wall Street Journal)
  5. U.S. labor market worse than it appears, Fed paper suggests (Reuters)
  6. Cathie Wood Buys Another $1.6M In Netflix And Trims Stake In Chipmaker NXP By $14.8M (Benzinga)
  7. Attention Biotech Investors: Mark Your Calendar For June PDUFA Dates (Benzinga)
  8. Why central bankers no longer agree how to handle inflation (Financial Times)
  9. Fed’s Bullard: US jobs market is tighter than it looks (Financial Times)
  10. Unhedged: Will value stocks save the day? (Financial Times)
  11. OPEC Plus agrees to add production as oil prices climb. (New York Times)
  12. Why China’s Most-Hated Internet Company Decided to Play Nice (New York Times)
  13. Energy Stocks Are on Fire and These 5 Pay Lavish and Reliable Dividends (247wallst)
  14. Costco is bringing back sample stations this week (CNBC)
  15. Opinion: Tech stocks are out of favor — 5 reasons to buy alongside the contrarians (MarketWatch)
  16. Tweedy Browne Comments on Alibaba (gurufocus)
  17. Hedge Funds Boost Short Bets, Escalating Retail-Trader Showdown (Bloomberg)
  18. Oil Price Rises to Two-Year High as OPEC and Allies See Higher Demand (Wall Street Journal)
  19. Brazil’s Economy Bounces Back to Pre-Pandemic Levels While Covid-19 Still Rages (Wall Street Journal)
  20. The Southwest Is America’s New Factory Hub. ‘Cranes Everywhere.’ (Wall Street Journal)

Be in the know. 20 key reads for Tuesday…

  1. Krispy Kreme’s Sales Rise Ahead of Its Planned IPO (Bloomberg)
  2. 5 Stocks to Buy Now That May Be Huge 2021 Summertime Winners (247wallst)
  3. Reopen! The Energy Report 06/01/2021 (Phil Flynn)
  4. MLB, players’ union facing all-star lawsuit for pulling game out of Atlanta (Fox Business)
  5. The New York Office Market Is Coming Back. Here’s the Stock to Bet On. (Barron’s)
  6. Al Gore’s Firm Doubled Down on Alibaba (Barron’s)
  7. EQT CEO Says Natural Gas Is Key to Cleaner Energy (Barron’s)
  8. China Three-Child Policy Aims to Rejuvenate Aging Population (Wall Street Journal)
  9. Jobs Report Could Be Pivotal for Federal Reserve (Wall Street Journal)
  10. Small Businesses Have Surged in Black Communities. Was It the Stimulus? (New York Times)
  11. Employees Are Quitting Instead of Giving Up Working From Home (Bloomberg)
  12. Oil Highest Since 2018 With Iran Deal Elusive and OPEC Talks Due (Bloomberg)
  13. Investing legend Bill Gross says the Fed risks sinking the dollar if it persists with its ultra-easy policies (Business Insider)
  14. Dolly Parton Still Swears by Cheap Makeup (Wall Street Journal)
  15. Mark Cuban predicts DAOs will transform companies. Warren Buffett’s Berkshire Hathaway embraced the core ideas behind the latest crypto trend decades ago. (Business Insider)
  16. Brazil manufacturing PMI rebounds in May to three-month high -IHS Markit (Reuters)
  17. AMC Raises $230.5M Through Private Placement To Hedge Fund Mudrick: What Investors Need To Know (Benzinga)
  18. Nio Vs. XPeng: How Chinese EV Duo’s May Deliveries Stack Up (Benzinga)
  19. SPAC Pullback Pressures Creators to Find Quality Mergers (Wall Street Journal)
  20. How to Know When Inflation Is Here to Stay (Wall Street Journal)

Be in the know. 10 key reads for Memorial Day…

  1. Reopening Bets Pay Off Big for Stock Pickers (Wall Street Journal)
  2. China Factory Activity Nudges Down On Slower Demand, Services Strong (Barron’s)
  3. Al Gore’s Firm Doubled Down on Alibaba. It Sold Airbnb and One Chip Stock. (Barron’s)
  4. This Just-Approved Amgen Drug Is the First to Hit a Hard Target in Cancer (Barron’s)
  5. Why once-hot hedge-fund stock picks are now the ‘pain trade’ of 2021 (MarketWatch)
  6. China Moves to Three-Child Policy to Boost Falling Birthrate (Bloomberg)
  7. OECD raises growth forecasts on vaccine rollouts, U.S. stimulus (Reuters)
  8. Putin Is Betting Coal Still Has a Future (Yahoo! Finance)
  9. US regulators signal bigger role in crypto market (Financial Times)
  10. European stocks set to seal fourth consecutive month of gains (Financial Times)

Be in the know. 20 key reads for Sunday

  1. From Junk Bond King To SPAC Whale: How Michael Milken Became A Big Investor In The SPAC Boom (Forbes)
  2. Unpacking President Biden’s Big Budget (NPR Planet Money)
  3. The Profound Potential of Elon Musk’s New Rocket (Nautilus)
  4. Big oil is under pressure to cut production – what does that mean for investors? (moneyweek)
  5. 2022 Maserati MC20: The Italian Supercar Reinvented the Smart Way (Road and Track)
  6. The Biggest Surprises (And Disappointments) From Round 1 Of The Stanley Cup Playoffs (fivethirtyeight)
  7. Carson Block on the Short-Selling Market (Podcast) (Bloomberg)
  8. 5 Sizzling Energy Stocks Trading Under $10 With Oil Closing in on $70 a Barrel (24/7wallst)
  9. Days After Memorial Day Improving (Almanac Trader)
  10. China, U.S. can find common ground on tariff exclusions, Chinese think tank says (Reuters)
  11. 10 Best Cheap Stocks to Buy According to Billionaire Mario Gabelli (Insider Monkey)
  12. The 1750 HP SSC Tuatara, the World’s Fastest Car, Just Got Even More Powerful (Robb Report)
  13. Watch: Elon Musk’s Other Company Tests Its Tesla Tunnel System in Las Vegas With Real Passengers (Robb Report)
  14. Rolls-Royce’s Newest Car Features Its Own Cocktail Tables for Alfresco Dining (architecturaldigest)
  15. Alibaba is making its cloud OS compatible with multiple chip architectures (Tech Crunch)
  16. Tesla Roadster Will Hit 60 MPH in Just 1.1 Seconds, Says Elon Musk (Maxim)
  17. The 212-MPH McLaren 720S Supercar Gets Racy Special Edition (Maxim)
  18. Flamboyant 1968 Lamborghini Miura P400 S Expected to Fetch $1.1 Million at Auction (TheDrive)
  19. Marques Brownlee Gives His First Impressions Of The Ford F150 Lightning Electric Truck, And It Was Better Than He Thought (digg)
  20. JD revenue grows 39%, Ali-backed new retail eyes IPO: Retailheads (Tech Node)

Be in the know. 25 key reads for Saturday…

  1. Thrill-seeking traders send ‘meme stocks’ soaring as crypto tumbles (Financial Times)
  2. The rise of crypto laundries: how criminals cash out of bitcoin (Financial Times)
  3. White House Budget Shows Focus on Wealth Redistribution, Not Growth (Bloomberg)
  4. This Just-Approved Amgen Drug Is the First to Hit a Hard Target in Cancer (Barron’s)
  5. Housing Supply Shortage Hits Pending Home Sales in April (Barron’s)
  6. GM Restarts Several Assembly Plants as Global Chip Shortage Begins to Ease (Barron’s)
  7. Watch CNBC’s full interview with Liberty Media’s John Malone on WarnerMedia-Discovery deal (CNBC)
  8. Big Oil Had a Bad Week. Why That’s Good News for Investors. (Barron’s)
  9. Natural Gas Prices Are Rising. Here Is the Stock to Play It. (Barron’s)
  10. Apple Stock Could Drop 30% If iPhones Sales Slow, Analyst Says (Barron’s)
  11. Biogen’s Alzheimer’s Drug Faces Its Moment of Truth. Biotech Investors Are Watching. (Barron’s)
  12. From Graham to Buffett and Beyond (Columbia)
  13. This Might Be the Most Bizarre Baseball Highlight in Years (Wall Street Journal)
  14. U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges (Bloomberg)
  15. Market sentiment readings suggest investors are fearful even as the S&P 500 nears record high (Business Insider)
  16. Costco is seeing inflation abound, impacting a slew of consumer products (CNBC)
  17. Millions of Americans in 24 states are set to lose unemployment benefits (CNBC)
  18. Here’s the firepower the Pentagon is asking for in its $715 billion budget (CNBC)
  19. President Biden is banking on a $3.6 trillion tax hike on wealthy Americans and big corporations. (New York Times)
  20. Carnival gets OK from CDC on port plans to restart cruising (USA Today)
  21. Why NASA Scientists Are So Excited by New Hints of Organic Compounds on Mars (Futurism)
  22. Scientists Say This Is the Maximum Human Lifespan (Futurism)
  23. Better Thinking & Incentives: Lessons From Shakespeare (Farnam Street)
  24. Americans Will Hit the Road With Highest Fuel Price Since 2014 (Bloomberg)
  25. Sam Zell’s success in business in seven rules (mrzepczynski)