Category: What I’m Reading Today

Be in the know. 20 key reads for Friday…

  1. A Temporary U.S.-China Trade Truce Starts to Look Durable (New York Times)
  2. What Biden’s $6 Trillion Budget Means for Markets (Barron’s)
  3. Pinduoduo Is a Bet on China’s Continued Growth (Barron’s)
  4. Bet Big on the Recovery in Las Vegas With These Stock Picks. (Barron’s)
  5. It’s Time to Shift More Money to European Stocks, Fund Manager Says (Barron’s)
  6. Salesforce Stock Rallies as Earnings Top Expectations (Barron’s)
  7. Royal Caribbean Plans Vaccinated Cruise From Florida in June (Barron’s)
  8. Chesapeake, Once Bankrupt, Is Winning Fans (Barron’s)
  9. The Oracle of Omaha bets on Cincinnati: Warren Buffett becomes No. 3 holder in Kroger (USA Today)
  10. Japan’s Top Central Banker Joins Chorus of Bitcoin Critics (Bloomberg)
  11. SPACs Were Hot in 2020 and Are Hotter Now. Here’s Why (Bloomberg)
  12. U.S. banks are poised for ‘record level’ earnings in 2021, says IIF (CNBC)
  13. Rolls-Royce launches the ‘most ambitious’ car it’s ever created (CNBC)
  14. A Pressure Valve Opens for Bank Stocks (Wall Street Journal)
  15. Biden Expected to Propose $6 Trillion Budget (Wall Street Journal)
  16. ‘God Told Me to Put Money Into Hertz’: Small Investors Are Winning Big Again (Wall Street Journal)
  17. Popular US inflation gauge climbs at fastest rate since 2008 in April (Business Insider)
  18. New Street Research Downgrades Apple (AAPL) to Sell, ‘Brace for a 12S Downcycle’ (Street Insider)
  19. Immunity to the coronavirus may persist for years, what it could mean for vaccination efforts (Yahoo! Finance)
  20. Investors are underestimating Europe’s upturn (Financial Times)

Be in the know. 20 key reads for Thursday…

  1. Airbus Increases A320 Jet Production as Aerospace Giant Signals Recovery (Barron’s)
  2. Meme Stocks Are Rallying. Analysts Aren’t Focusing on Potential Short Squeezes. (Barron’s)
  3. Food Network’s Guy Fieri snags $80M deal that renews his 2 shows (Fox Business)
  4. Glaxo, Once a Covid Also-Ran, Gets Go-Ahead for Antibody (Barron’s)
  5. Facebook Set for Antitrust Probe Over Online Marketplace, According to Report (Barron’s)
  6. Toll Brothers Earnings Show Luxury Homes Are Still Booming (Barron’s)
  7. EU Eyes Formal Antitrust Investigation Into Facebook (Wall Street Journal)
  8. US workers file 406,000 new jobless claims as economy heats up (New York Post)
  9. Influencers Say They Were Urged to Criticize Pfizer Vaccine (New York Times)
  10. See if your favorite beach is among the top 10 beaches in America for 2021 (USA Today)
  11. 1970s Inflation Is So 50 Years Ago (Bloomberg)
  12. The Fed keeps expanding its powers, and that’s making some people nervous (CNBC)
  13. Activist Fund Elliott Management Could Give GSK Some Space: Report (MarketWatch)
  14. U.S. GDP expanded at unrevised 6.4% rate in first quarter (MarketWatch)
  15. U.S. durable-goods orders decline 1.3% in April; core data show orders up 1% (MarketWatch)
  16. Biden’s proposed budget to push spending to highest sustained levels since World War II: report (MarketWatch)
  17. Royal Caribbean Group (RCL) sets June return for sailing from the US (Street Insider)
  18. Goldman Sachs Upgrades Occidental Petroleum (OXY) to Buy (Street Insider)
  19. 5 High-Yielding Dividend Aristocrats May Be the Best Stocks to Own Now (24/7 Wall Street)
  20. White House sticks by Biden’s $4T spending plans despite Dimon warning (Fox Business)

Be in the know. 15 key reads for Wednesday…

  1. 4 Red-Hot IT Giants May Have Huge Upside Potential (24/7 Wall Street)
  2. Icahn on Inflation, Investing, and What He Misses About NYC: Q&A (Bloomberg)
  3. In Apple Antitrust Trial, Judge Signals Interest in Railroad, Credit-Card Monopoly Cases (Wall Street Journal)
  4. Covid Shot Makers to Share in Up to $190 Billion Sales Bonanza (Bloomberg)
  5. Elon Musk’s Mars Ambition Could Be the Riskiest Human Quest Ever (Bloomberg)
  6. Brussels to open formal antitrust probe into Facebook (Financial Times)
  7. Tesla has over 1 million Cybertruck reservations, unofficial tally says (FoxBusiness)
  8. Investors Should Catch Vimeo on Replay (Wall Street Journal)
  9. In Praise of the Dow on Its Birthday (Wall Street Journal)
  10. Disney’s Parks Getting Back on the Rails (Wall Street Journal)
  11. DC attorney general sues Amazon on antitrust grounds, alleges it illegally raises prices (CNBC)
  12. Why Big Tech Stocks Look Promising Now (Barron’s)
  13. 12 European Stocks That Analysts Love and Investors Are Ignoring (Barron’s)
  14. It’s Time to Stop Paying Americans to Stay Home (Barron’s)
  15. The Anatomy of Inflation Scenarios for the U.S. Economy (Barron’s)

Be in the know. 20 key reads for Tuesday…

  1. Germany’s Cartel Office Starts Probe of Google (Barron’s)
  2. Stocks to Open Higher as Inflation Concerns Subside (Barron’s)
  3. Oil fades as traders eye Iran nuclear talks (MarketWatch)
  4. AutoZone Earnings Show That Everyone Is Still Fixing Their Cars (Barron’s)
  5. The Great American Cleanup: Deodorant, Teeth Whitener Fly Off the Shelves (Wall Street Journal)
  6. Federal Reserve’s Balance Sheet Could Hit $9 Trillion, Report Says (Wall Street Journal)
  7. Fracking Companies Continue Consolidation as Cabot, Cimarex Form $14 Billion Firm (Wall Street Journal)
  8. Inflation Starts to Hit Auto and Home Insurers (Wall Street Journal)
  9. U.S. Home Prices Surge Most Since 2005, Fueled by Low Rates (Bloomberg)
  10. Fed Officials Play Down Risk That Higher Inflation Will Persist (Bloomberg)
  11. Iran Has Huge Hoard of Floating Oil to Clear When Sanctions Lift (Bloomberg)
  12. Distressed Commercial Real Estate Is Still Sitting in Purgatory (Bloomberg)
  13. Fed’s Evans says easy monetary policy has his ‘full’ support (Reuters)
  14. Bullard: Fed ‘not quite there yet’ to start taper talk (Yahoo! Finance)
  15. Opinion: Dow 37,000? It’s possible if U.S. stocks stage an ‘average’ summer rally (MarketWatch)
  16. Consumer confidence slips in May for first time in six months on worries about jobs and inflation (MarketWatch)
  17. Fed’s Bullard says most cryptocurrencies ‘are worthless’ (MarketWatch)
  18. Boeing (BA) 737 Tracker Shows Substantial Increase in Domestic Flights in April – Morgan Stanley (Street Insider)
  19. Selling by Retail Largest Since Early March 2020 – BofA (Street Insider)
  20. This Is the Best James Bond Movie (24/7 Wall Street)

Be in the know. 20 key reads for Monday…

  1. Virgin Galactic Stock Is Soaring. Just Like That, SPACs Are Back. (Barron’s)
  2. ‘Fortnite’ Game Developer and Apple Wrap Up Three-Week Trial (Barron’s)
  3. Bill Gates’ Trust Exited Apple and Twitter Stock (Barron’s)
  4. U.S. Covid-19 Cases Are the Lowest Since Early in the Pandemic. What to Know. (Barron’s)
  5. Global Stocks Edge Up as China Targets Commodity Price Boom (Barron’s)
  6. Biden Tax Hikes Hitting Resistance, With ‘No Room for Error’ (Bloomberg)
  7. Ferrari Pitches $500,000 Hybrid Supercar as a Bargain for Daily Driving (Bloomberg)
  8. Shale Drillers Cabot, Cimarex to Merge in $7.4 Billion Deal (Bloomberg)
  9. Bank CEOs Headed to Congress Due for Grilling Over Drop in Loans (Bloomberg)
  10. Investors are still confident in thematic tech even as prices plunge (CNBC)
  11. John Malone sees merged WarnerMedia-Discovery becoming No. 3 global streamer behind Netflix, Disney+ (CNBC)
  12. Fed’s Lael Brainard pushes digital dollar as central bank currency race heats up (CNBC)
  13. Coinbase could jump 36% as it is the best way to invest in the cryptocurrency ecosystem, Goldman Sachs says (Business Insider)
  14. Pfizer Starts Another Covid-19 Booster Trial (MarketWatch)
  15. How a Global Minimum Tax Could Impact Markets (Wall Street Journal)
  16. Coinbase appoints former White House staffer as chief policy officer (Reuters)
  17. Fed’s Brainard says she expects pricing pressures to subside over time (Reuters)
  18. CN (CNI) to Combine With Kansas City Southern (KSU) (StreetInsider)
  19. UPDATE 2-Norwegian Cruise to return to U.S. sailing in August (Yahoo! Finance)
  20. Controversial Ivermectin Added to University of Minnesota COVID-19 Drug Trial (Trial Site News)

Be in the know. 12 key reads for Sunday…

  1. Would You Like a SPAC With Your Hotel Room? (Wall Street Journal)
  2. How To Get Rich In Real Estate Without Buying A Ton Of Property (Forbes)
  3. See The Top 100 Collector Cars To Include Rare And Exotic Ferraris, Bugattis And Lamborghinis (Forbes)
  4. ECRI Weekly Leading Index Update (advisorperspectives)
  5. Boat of the Week: This New 112-Foot Explorer Has Rear Side Panels That Drop Down to Create a Bonkers Beach Club (Robb Report)
  6. 9 Sharp (and Smart) New Watches Your Dad Will Love Well Beyond Father’s Day (RobbReport)
  7. 5 predictions for the future of e-commerce (TechCrunch)
  8. GoodRx helps people afford drugs. But is it improving health care or profiting off a broken system? (Fortune)
  9. Big Government Cheese (CLASSIC) (NPR Planet Money)
  10. Ford F-150 Lightning Can Act as a Home Generator (Road and Track)
  11. Inside the race for a COVID-19 treatment pill (Fox Business)
  12. Virgin Galactic spaceplane VSS Unity completes successful flight (TheVerge)

Be in the know. 25 key reads for Saturday…

  1. The Numbers Are In: Big Banks Dumped 100 Million Shares of Bill Hwang’s Top Stocks During the First Quarter (Institutional Investor)
  2. After $690 Billion Slump, Traders See Value in Asia Tech Stocks (Bloomberg)
  3. AT&T Was Punished for Its Dividend Cut. It’s Time to Buy the Stock. (Barron’s)
  4. AT&T CEO John Stankey Bought $1 Million of Shares (Barron’s)
  5. Bitcoin Miners Are Giving New Life to Old Fossil-Fuel Power Plants (Wall Street Journal)
  6. Barry Diller calls Apple’s App Store fees ‘disgusting’ (New York Post)
  7. Brooklyn Chop House’s Times Square deal made possible by COVID pandemic (New York Post)
  8. Apple Judge Presses Cook Hard in Final Minutes of Epic Trial (Bloomberg)
  9. Dr. Scott Gottlieb says vaccinations are not the only factor driving U.S. Covid cases down (CNBC)
  10. Inside the Rise and Fall of Shit Coins (Vanity Fair)
  11. Ford’s Electric F-150 Is Poised to Change the Entire EV Market (Futurism)
  12. Scientists Gene-Hacked Monkeys to Fix Their Cholesterol (Futurism)
  13. Chip Wilson — Building Lululemon, the Art of Setting Goals, and the 10 Great Decisions of Your Life (#514) (Tim Ferriss)
  14. 2 Warren Buffett Stocks to Buy (Morningstar)
  15. The Best Macro Indicator (Verdad)
  16. AstraZeneca chief says ‘vaccine has a future’ after setbacks (Financial Times)
  17. Powell advances Fed work on possible ‘digital dollar’ (Financial Times)
  18. A gourmet’s guide to the galaxy (Financial Times)
  19. Marks Laments ‘Not Having Great Things to Buy’ Amid Low Distress (Yahoo! Finance)
  20. Wise Words from Lou Simpson (novelinvestor)
  21. Big Oil’s Transition to Cleaner Energy Is Risky. How Investors Can Prepare.Building the Oil Company of the Future (Barron’s)
  22. China Hones Control Over Manganese, a Rising Star in Battery Metals (Wall Street Journal)
  23. Green Finance Goes Mainstream, Lining Up Trillions Behind Global Energy Transition (Wall Street Journal)
  24. Amazon has eye on James Bond, but Netflix spies gaming? (USA Today)
  25. More electric car charging stations needed to juice EV sales: Is Biden’s 500,000 proposal on target? (USA Today)

Be in the know. 10 key reads for Friday…

  1. Little Island, NYC’s new floating park, is a marvel (New York Post)
  2. BioNTech Says Covid-19 Vaccine Likely to Be Effective Against Indian Virus Variant (Barron’s)
  3. SoftBank Answered Critics With a Strong Turnaround. Its CEO Explains What Comes Next. (Barron’s)
  4. GE Has Tailwinds With Renewable Power and on Wall Street (Barron’s)
  5. Israel, Hamas Cease-Fire Begins After 11 Days of Conflict (Wall Street Journal)
  6. Ford’s F-150 Lightning Electric Pickup Truck Undercuts Rivals With $40,000 Starting Price (Wall Street Journal)
  7. These energy stocks are expected by Wall Street to rise up to 37% over the next year (MarketWatch)
  8. Rolls-Royce Renews Call for $2.8 Billion to Build U.K. Reactors (Bloomberg)
  9. 22 States Now Dropping $300 Weekly Unemployment Boost Amid Mounting Job Shortage (ZeroHedge)
  10. BofA Securities Channel Checks Suggest Upside for salesforce.com (CRM) (Street Insider)

Be in the know. 15 key reads for Thursday…

  1. As Summer Driving Season Starts, Gas Prices Surge (Barron’s)
  2. 5 Biopharma Stocks That Are Cheap and Growing (Barron’s)
  3. Nasdaq Shrugs Off ‘Tapering Talk’ (Barron’s)
  4. Tencent Earnings Power Through Tech Crackdown (Wall Street Journal)
  5. Salesforce Stock Gets a Boost as Morgan Stanley Turns Bullish After Sharp Drop (Barron’s)
  6. Netflix Stock Has Been Stuck in a Rut. Why One Analyst Offers Rave Reviews. (Barron’s)
  7. Tesla To Deliver Model S Plaid On June 3; Musk Calls It ‘Fastest Production Car Ever’ (Benzinga)
  8. Amid a Bear Market in SPACs, Hedge Funds Stuck With Them (Institutional Investor)
  9. Fed Officials Hinted They Might Soon Talk About Slowing Bond-Buying (New York Times)
  10. Unemployment claims continue to fall as states slash extra benefits (New York Post)
  11. Hedge Fund Picks at Sohn 2020 Show Perils of Covid Investing (Bloomberg)
  12. Step Inside the ‘Little Island,’ Barry Diller’s $260 Million Public Park (Bloomberg)
  13. BofA Securities Channel Checks Suggest Upside for salesforce.com (CRM) (StreetInsider)
  14. Philly Fed factory activity grows at slower pace in May (Reuters)
  15. Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist. (MarketWatch)

Be in the know. 20 key reads for Wednesday…

  1. 3 Things to Watch for in the Fed Minutes Today (Barron’s)
  2. Could UWM Be The Next Target For Reddit Traders? (Benzinga)
  3. U.S. postpones ban on trading Chinese stocks with alleged military ties (CNBC)
  4. Retail Earnings Show There’s No Stopping the U.S. Consumer (Barron’s)
  5. Bitcoin Tumbles Below $40,000 After China Issues Crypto Warning (Barron’s)
  6. The Chip Shortage Could Be on Its Way Out (Barron’s)
  7. Fund managers making late cyclical push with tech demand at three-year lows, Bank of America survey finds (MarketWatch)
  8. U.S. Bank Stocks Shine as Investors Bet on an Economic Recovery (Wall Street Journal)
  9. Hertz, the Original Meme Stock, Rewards Its True Believers (Wall Street Journal)
  10. Daniel Boulud Launches New York City Restaurant Amid Covid-19 Recovery (Wall Street Journal)
  11. Ducatis Run in the Family (Wall Street Journal)
  12. Europe to welcome fully vaccinated travelers – it’s just not clear when (USA Today)
  13. Target sales jump 23% as exclusive brands, curbside pickup draw in shoppers (CNBC)
  14. Melvin Capital Closed Out All of Its Public Short Positions in the First Quarter (Institutional Investor)
  15. US telecoms decide focusing on pipes isn’t so dumb after all (Financial Times)
  16. Nvidia tries to stop its chips being used for crypto mining (Financial Times)
  17. Investors support Shell’s strategy for net-zero emissions despite backlash (Financial Times)
  18. Netflix (NFLX) Coverage Assumed at Jefferies at ‘Buy’, Seen as the ‘Premier, Must-Have OTT Service’ (Street Insider)
  19. JD.com (JD) Tops Q1 EPS by 3c, Revenue Beats (Street Insider)
  20. Baidu (BIDU) Tops Q1 EPS by 23c, Revenues Beat; Offers 2Q Revenues Outlook (Street Insider)