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Sanofi and Glaxo Are Back With a Covid-19 Vaccine (Barron’s )
Shares of Realogy Look Cheap as Housing Booms (Barron’s )
New Oil Barons Strike It $329 Billion Richer On Powerful Rally (Investor’s )
Will Demographics Tank China’s Housing Market? (Wall Street Journal )
Inside Jeff Bezos’ Obsessions (New York Times )
AT&T signs deal to combine media business with Discovery (USA Today )
Elon Musk says bitcoin isn’t decentralized as he goes to war with crypto bulls (Business Insider )
The red-hot commodity market is being underappreciated in the long term by investors still obsessed with stocks, JPMorgan says (Business Insider )
Foxconn the carmaker? Disruption in the era of electric vehicles (Financial Times )
Swiss Central Bank Bought Li Auto, XPeng, Zoom, and This Marijuana Stock (Yahoo! Finance )
Central banks seek out riskier assets for reserves in yield drought (Financial Times )
Markets weigh prospect of new commodities supercycle (Financial Times )
U.S. screens 1.85 million people on Sunday at airports, highest since March 2020 (Street Insider )
Rackspace Technology (RXT) Sees Insider Buys from 3 C-Level Executives (Street Insider )
Companies Ponder Speeding Up Plans to Bring Workers Back to Offices (Wall Street Journal )
Soros buys stocks linked to Bill Hwang’s Archegos collapse – Bloomberg News (Reuters )
Hedge Fund Investor Letters Q1 2021 (Insider Monkey )
Daniel Kahneman on Behavioral Economics (Podcast) (Bloomberg )
US banks could cut 200,000 jobs over next decade, top analyst says (Financial Times )
Major Rare And Vintage Car Shows Making A Comeback This Spring And Summer (Forbes )
ECRI Weekly Leading Index Update (Advisor Perspectives )
GoodRx helps people afford drugs. But is it improving health care or profiting off a broken system? (Fortune )
How Bumble’s Whitney Wolfe Herd Became the Youngest Female Self-Made Billionaire (Robb Report )
2021 NHL Playoffs: The Storylines That Will Shape This Year’s Postseason (Men’s Journal )
Inside the Hotel du Cap, The South Of France’s Legendary Celebrity Getaway (Maxim )
Here’s What Could Stop Inflation in Its Tracks (Barron’s )
GE Stock Is Getting a Boost From Wall Street (Barron’s )
Lumber prices fall for a 5th straight day in a reprieve for surging commodity prices (Business Insider )
Inflation Is Here and Hotter Than It Looks. Why It’s Time to Worry. (Barron’s )
Shares of Realogy, an Unlikely Hero of the Realty Revolution, Look Cheap (Barron’s )
Income Investors, Meet GARY: It Brings Growth and Reasonable Yield (Barron’s )
Disney CEO: CDC mask rule will spur ‘immediate’ jump in theme park attendance (New York Post )
Value Investing Still Beats Growth Investing, Historically (Alpha Architect )
Lessons from the 2021 Berkshire Meeting (Novel Investor )
U.S. Shoppers Continued Stimulus-Fueled Spending in April (Wall Street Journal )
Marijuana Medical Research Growers Receive U.S. Approval (Wall Street Journal )
The Capitalist Culture That Built America (Wall Street Journal )
The summer of inflation: will central banks and investors hold their nerve? (Financial Times )
Israel’s Iron Dome keeps toll of rockets in check (Finacial Times )
US day trading frenzy eases as investors ‘move on to other things’ (Financial Times )
Solar panels are key to Biden’s energy plan. But the global supply chain may rely on forced labor from China (CNN )
When Inflation Is High, Hedge Fund Managers Thrive (Institutional Investor )
A Look Under the Hood For Inflation (DGI )
David Swensen: The Peter Lynch of Institutional Investing (Morningstar )
The Pygmalion Effect: Proving Them Right (Farnam Street )
Is the Stock Market’s Inflation Reset Over? (Barron’s )
The New York Mets’ Record-Breaking Folk Hero (Wall Street Journal )
Airbnb Sales Top Estimates as Some Travel Resumes (Barron’s )
DoorDash Stock Rallies as Earnings Top Expectations (Barron’s )
Fully Vaccinated People Can Stop Wearing Face Masks and End Physical Distancing in Most Settings, CDC Says (Wall Street Journal )
Fisker (FSR) Announces Framework Agreement with Foxconn (Street Insider )
McDonald’s to boost wages by 10 percent amid worker shortage (New York Post )
U.S. Retail Sales Stall After Latest Wave of Stimulus Spending (Bloomberg )
Opinion: These big bank stocks may be a great three-year play on the economy and inflation (MarketWatch )
Israel steps up battle against communal violence and Gaza rocket attacks (Financial Times )
XPeng’s Earnings Have a Lot to Like. That’s Good News for Weary EV Investors. (Barron’s )
Tesla Stops Accepting Bitcoin for Environmental Reasons (Barron’s )
SoftBank Boosts Size of Vision Fund 2 to $30 Billion (Barron’s )
The Stock Market Selloff Has Hit Everything. Why It’s Not Time to Panic. (Barron’s )
Alibaba posts loss due to anti-monopoly fine but beats revenue expectations (MarketWatch )
As World Runs Short of Workers, a Boost for Wages—and Inflation (Wall Street Journal )
CDC Recommends Pfizer-BioNTech Covid-19 Vaccine for 12- to 15-Year-Olds (Wall Street Journal )
US Producer Prices Surge Most On Record (ZeroHedge )
Why Is New TV So Much Like Cable? (New York Times )
Carnival Cruise Line aims for July restart from Florida and Texas, cancels other sailings through July (USA Today )
Fed Lists Six Reasons in Arguing Inflation Surge Will Pass (Bloomberg )
Billionaire investor Bill Ackman hopes to close his mega SPAC deal within weeks — and called his target an ‘iconic’ business (Business Insider )
The current stock market sell-off is rotational rather than toppy, and a bullish backdrop supports a summer rally, according to Bank of America (Business Insider )
How mRNA became a vaccine game-changer (Financial Times )
Pentagon delays report on Chinese companies with military ties (Financial Times )
US Core Consumer Prices Explode Higher At Fastest Pace Since 1981 (ZeroHedge )
US casinos raked in $11B in first quarter to match best-ever ‘win’ (New York Post )
There’s a Lot Riding On Disney+ When Disney Reports on Thursday (Barron’s )
What Rising Inflation Means for the Stock Market (Barron’s )
What is the Jones Act? And why might waiving it help ease gas ‘supply crunch’? (MarketWatch )
IEA sees oil demand recovery outpacing growth in supply (Reuters )
Toyota profit nearly doubles, beats expectations (FoxBusiness )
Return of SALT deduction spicing up debate on Capitol Hill (Fox Business )
Occidental Petroleum Climbing Out of Its Anadarko Hole (Wall Street Journal )
Mortgage Lenders Need to Pump Up the Volume (Wall Street Journal )
These ‘panic events’ could soon spell relief for stock markets, says top strategist Thomas Lee (MarketWatch )
Weekly mortgage refinance demand jumped on brief drop in rates (CNBC )
Billionaire investor Stanley Druckenmiller blasted the Fed, touted bitcoin over ethereum, and issued a dire warning about the dollar in a recent interview. Here are the 10 best quotes. (Business Insider )
MGM Resorts’ Las Vegas Strip gaming floors can return to 100% occupancy, no social distancing (MarketWatch )
Americans Up and Moved During the Pandemic. Here’s Where They Went. (Wall Street Journal )
Not-So-Clean Energy Transition (Wall Street Journal )
US military ship fires 30 warning shots at Iranian boats (New York Post )
What BioNTech’s Earnings Mean for the Drug Makers (Barron’s )
Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves (Barron’s )
Tech Stocks Are Getting Hammered. Here’s the Logic Behind the Rout (Barron’s )
China’s Factory Gate Prices Jump As Commodities Rally (Barron’s )
10 Beaten-Down Stocks That Could See a Rebound (Barron’s )
Tech Megacaps Face Higher Rates, Tax Hikes, Regulation, Says Goldman (Barron’s )
Berkshire Hathaway’s Mystery Investor Could Soon Be Revealed (Barron’s )
Roblox Stock Is Surging on After Earnings. Its CEO Sees a ‘Massive’ Opportunity. (Barron’s )
Virgin Galactic Stock Is Getting Crushed After Releasing Earnings. Here’s Why. (Barron’s )
Biden Defends Unemployment Benefits, Provided Workers Accept Job Offers (New York Times )
Commodities boom sends bulk shipping costs to decade highs (Financial Times )
Palantir’s Sales Top Estimates in the Quarter. Why the Company Sees at Least 30% Growth Through 2025. (Barron’s )
Richard Branson’s Virgin Galactic flights face potential delays (Fox Business )
Five Best Chinese Stocks To Buy And Watch Now (Investor’s Business Daily )
Social-Media Stocks Under Pressure as Citi Cuts Ratings on Facebook and Alphabet (Barron’s )
FDA permits use of the Pfizer-BioNTech Covid vaccine in kids ages 12 to 15 (CNBC )
Stanley Druckenmiller says the Fed is endangering the dollar’s global reserve status (CNBC )
Job Openings in U.S. Surge to a Record High 8.12 Million (Bloomberg )
Elliott Management Has Stake in Duke Energy (Wall Street Journal )
Billionaire investor Dan Loeb praised SPACs, revealed his winning bets, and predicted a surge in risky debt in his latest investor letter (Business Insider )
Yellen’s Views on the Deficit and Rates Have Been Consistent—Even if Wrong (Barron’s )
Australian business conditions hit record high (MarketWatch )
Higher Prices Leave Consumers Feeling the Pinch (Wall Street Journal )
Sotheby’s, Christie’s Expect to Sell $1 Billion in Art at Spring Auctions (Wall Street Journal )
Economists Disagree Over How Much Covid-19 ‘Herd Immunity’ Needed for Recovery (Wall Street Journal )
As Scrutiny of Cryptocurrency Grows, the Industry Turns to K Street (New York Times )
Hacked Pipeline May Stay Shut for Days, Raising Concerns About Fuel Supply (New York Times )
VIX Higher Than Actual Volatility Is Good News for Stock Bulls (Bloomberg )
Alibaba’s Ant Group will let more users test China’s digital yuan (CNBC )
This is the ‘greatest threat’ to Big Tech’s S&P 500 dominance, Goldman says (MarketWatch )
BioNTech shares soar 8% in premarket as COVID-19 vaccines help revenues smash estimates (MarketWatch )
Retail Participation In Stock Trading Has Collapsed (ZeroHedge )
COLONIAL PIPELINE POP. The Energy Report 05/10/2021 (Phil Flynn )
Will inflation thwart the US economic recovery? (Financial Times )
Here Is Every Michelin-Starred New York Restaurant for 2021 (Robb Report )
Guy Fieri Talks Chevys and Cheeseburgers With R&T Crew (roadandtrack )
Jeff Bezos Is Building a Superyacht So Big It Needs a ‘Support Yacht’ With a Helipad (Maxim )
2021 Ferrari Roma: First Drive Review (Maxim )
Inside L.A.’s Lowrider Car Clubs (smithsonian )
Reposition in May – Seasonality Works (Almanac Trader )
Elon Musk a bigger autograph draw on ‘SNL’ than BTS or Justin Bieber (New York Post )
First Look at the New Summer-Ready One & Only Portonovi Resort in Montenegro (Robb Report )
Efficiency is the Enemy (Farnam Street )
Lewis Hamilton Now Has 100 Formula 1 Poles (roadandtrack )
6 Stocks That Let You Sleep at Night (Morningstar )
A History of Commodity Booms & Busts (investoramnesia )
Tussle Over Covid Vaccine Patents Looks Overblown (Barron’s )
Swap Into Nokia Shares From Ericsson. The Momentum May Be Changing. (Barron’s )
‘Wrath of Man’ Heist Film Is Set to Top Weekend Box Office (Bloomberg )
Imagining the Next 100 Years in Business, Science, and Investing (Barron’s )
U.S.’s Biggest Gasoline Pipeline Halted After Cyber-Attack (Bloomberg )
Consumers getting socked with higher prices — and it could last months or years (New York Post )
On Barron’s 100th Anniversary, We Look Ahead as Well as Behind (Barron’s )
The stock market will face a ‘day of reckoning’ this year when an inevitable inflation spike forces the Fed’s hand, says Wharton professor Jeremy Siegel (Business Insider )
How the Green Economy Will Be a Gold Mine for Copper (Barron’s )
Graham & Doddsville Newsletter Spring 2021 (Columbia University )
6 Agricultural Stocks Poised to Ride Food Prices Higher (Barron’s )
Movie-Theater Stocks Leap Despite Quarterly Losses (Barron’s )
Clarence W. Barron, Father of Financial Journalism, Was Full of Contradictions (Barron’s )
Time to Get Dressed for the Reopening. These Stocks Will Benefit. (Barron’s )
How Barron’s Writer Abe Briloff Exposed Companies’ Shady Accounting (Barron’s )
Unemployment Benefits Become Target Amid Hiring Difficulty (Wall Street Journal )
U.S. Covid-19 Metrics Signal Hopeful Turn (Wall Street Journal )
The Next Decade in European Value (verdadcap )
Pfizer Lifts Covid-19 Vaccine Production Targets for 2021, 2022 (Wall Street Journal )
2021 Virtual Value Investing Conference | Keynote Speaker: Howard Marks (YouTube )
What We Learned From 100 Years of the Trader Column (Barron’s )
April’s Weak Jobs Report Says We’re Overstimulated (Barron’s )
Some of Barron’s Biggest Hits—and Misses—Over the Past Century (Barron’s )
‘I love this setup’ — star stock-picker Cathie Wood keeps cool over ARK Innovation ETF’s dismal May start (MarketWatch )
Billionaire Leon Cooperman Says Bond Market Is in a Bubble (Bloomberg )
Chinese Consumers Are Opening Their Wallets Again (Wall Street Journal )
For Better Burgers, Try a Backyard Flat-Top Griddle (Wall Street Journal )
EU’s Michel says US vaccine patent waiver will not solve supply problem (Financial Times )
End the $300 federal unemployment bonus, business group says (USA Today )
Energy production in the United States fell by more than 5% in 2020 (EIA )
Peter Lynch’s advice to Bill Miller (alphaideas )
