Category: What I’m Reading Today

Be in the know. 30 key reads for Monday…

  1. 9 Beaten-Down Stocks That Look Promising (Barron’s)
  2. Wall Street set to rise after strong jobs data; eyes on services sector survey (Reuters)
  3. This simple chart nails why stocks are up: Morning Brief (Yahoo! Finance)
  4. Goldman Sachs Says Buy Energy After Pullback: 3 Dividend-Paying Stocks to Buy Now (24/7WallSt)
  5. US companies are expected to see their strongest profit growth in nearly 20 years after downward revisions were ‘too aggressive’ (Business Insider)
  6. Betrayal. The Energy Report 04/05/2021 (Phil Flynn)
  7. Consumer Staples Have Been Left Out of the Stock Rally. It Might Be Time to Buy. (Barron’s)
  8. IPOs Post Their Best Record Since 1995. What Comes Next. (Barron’s)
  9. Uneven Gains in Job Market Give Investors a Goldilocks Moment. Can It Last? (Barron’s)
  10. J&J Will Manufacture Its Own Vaccine at Emergent Facility Where Doses Were Ruined (Barron’s)
  11. The Stock Market’s First Quarter Was Strong. What Comes Next. (Barron’s)
  12. Individual Investors Retreat from Markets After Show-Stopping Start to 2021 (Wall Street Journal)
  13. If You Sell a House These Days, the Buyer Might Be a Pension Fund (Wall Street Journal)
  14. The Post-Pandemic Office Is Already Here—in Australia (Wall Street Journal)
  15. How Big Is Amazon, Really? (New York Times)
  16. GameStop to Offer Up to $1 Billion in Shares; Stock Declines (Bloomberg)
  17. Tesla China Demand Fuels ‘Home Run’ Quarter for Deliveries (Bloomberg)
  18. Do-Nothing SPACs Sag, Offering Investors a $1.1 Billion Return (Bloomberg)
  19. Investors should buy real assets – from wine to art – as inflation reaches a ‘secular turning point,’ Bank of America says (Business Insider)
  20. Las Vegas shows reopen: Here’s what will be different for audiences and performers (USA Today)
  21. Here’s the $4.5 trillion ‘firepower’ that will drive stocks higher in April, says strategist Thomas Lee (MarketWatch)
  22. US Airports Busiest In More Than Year On Good Friday (ZeroHedge)
  23. Biden says his $2.3-trillion infrastructure plan will create 19 million jobs — most would not require a college degree (MarketWatch)
  24. ‘Godzilla vs. Kong’ has best box-office debut since pandemic started (MarketWatch)
  25. Norwegian Cruise stock surges after plan submitted to CDC to resume U.S. cruises in July (MarketWatch)
  26. Opinion: How to make money from stocks — while you sleep (MarketWatch)
  27. Palm Beach County Mansions Scooped Up in Hot Pandemic Market (Bloomberg)
  28. CVS to now offer COVID-19 antibody tests for $38 (MarketWatch)
  29. Britian to Launch Large-Scale Effort to Find Pill for Early Onset Mild-to-Moderate COVID-19: Will they Include Repurposed Generics in the Investigation? (TrialSiteNews)
  30. Alibaba May Be Seeing Tough Times But, Alongside Tencent, Remains ‘The Benchmark’ For Chinese Tech Stocks: Analyst (Benzinga)

Be in the know. 10 key reads for Easter Sunday…

  1. Waffle House Chairman Joe Rogers Jr. Debuts As A Billionaire As Restaurant Industry Digs Out From Wreckage (Forbes)
  2. Billionaire Bill Foley Is SPAC Market’s Overlooked Star (Wall Street Journal)
  3. How Troubled Trader Bill Hwang Quietly Amassed $10 Billion (Forbes)
  4. Pfizer CEO Albert Bourla Helped Save The World. Can He Save His Company’s Stock? (Forbes)
  5. Tilman Fertitta says he’s been surprised by strength of his restaurants and casinos in March by Kevin Stankiewicz (CNBC)
  6. ECRI Weekly Leading Index Update (advisorperspectives)
  7. The Maserati Levante GTS: Behind The Wheel of a Racy Italian SUV (Maxim)
  8. What Information Do You Need in Order to Change? (Farnam Street)
  9. The Transcript 03.29.20: Higher Confidence (theweeklytranscript)
  10. Individual Investors Retreat from Markets After Show-Stopping Start to 2021 (Wall Street Journal)

Be in the know. 15 key reads for Saturday…

  1. Consumer Staples Have Been Left Out of the Stock Rally. It Might Be Time to Buy. (Barron’s)
  2. Don’t Raise Taxes for Infrastructure Push. The U.S. Should Be Like a Business and Borrow. (Barron’s)
  3. After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally. (Barron’s)
  4. This Torrid Market Still Has Plenty of Room to Run (Barron’s)
  5. Two REIT Stocks See Large Insider Buys (Barron’s)
  6. U.S. Added 916,000 Jobs in March as Hiring Accelerated (Wall Street Journal)
  7. This 1950s Spanish Resort—Beloved by Audrey Hepburn—Is Still Going Strong (Wall Street Journal)
  8. Vaccine Trickle Becomes Torrent as U.S. Eligibility Rules Widen (Bloomberg)
  9. Bill Gates says companies have gone from staying private too long to going public too soon and that he’s avoiding ‘low quality’ SPACs (Business Insider)
  10. 2 consecutive days of gains points to a stronger than usual April for the stock market, Fundstrat’s Tom Lee says (Business Insider)
  11. Hotels reaching highest occupancy levels since the pandemic, Wyndham CEO says (CNBC)
  12. 76 all-cash offers on one home. The housing madness shows no signs of slowing (CNN Business)
  13. How Close Is The UK To Herd Immunity? (ZeroHedge)
  14. 10 Undervalued Wide-Moat Stocks (Morningstar)
  15. A History of Boats, Canals & Finance (investoramnesia)

Be in the know. 15 key reads for Friday…

  1. OPEC and Its Allies Agree to Gradual Increases in Oil Production (New York Times)
  2. Job Growth in U.S. Topped 900,000 in March as Hiring Broadened (Bloomberg)
  3. God and Man Collide in Bill Hwang’s Dueling Lives on Wall Street (Bloomberg)
  4. Why Biden’s Infrastructure Plan Is a Green Jobs Plan (Bloomberg)
  5. U.S. Small-Business Job Openings Rise to Record in March (Bloomberg)
  6. New Supercycle Makes Energy Billionaires Richer Globally (Bloomberg)
  7. The Bull Market Roulette Wheel Just Keeps Landing on Winners (Bloomberg)
  8. Saudis keep control of the oil market despite a production increase. (New York Times)
  9. Asia Goes Big on Hydrogen. What It Means for EVs. (Barron’s)
  10. Rehypothecated Leverage: How Archegos Built A $100 Billion Portfolio Out Of Thin Air… And Then Blew Up (ZeroHedge)
  11. Goldman Sachs Sees “Significant Downside Risk” to Apple (AAPL) Services Growth (Street Insider)
  12. First-time buyers fuel Manhattan housing market revival (Fox Business)
  13. Oil producer Pioneer to snap up rival DoublePoint for $6.4bn (Financial Times)
  14. Hotels are reaching the highest occupancy levels since the pandemic, Wyndham CEO says (CNBC)
  15. Here’s where the jobs are — in one chart (CNBC)

Be in the know. 20 key reads for Thursday…

  1. Top Analyst Says Software Stocks Are Expensive Now: 5 High-Value Conviction Buys (24/7 Wall Street)
  2. Spac boom fuels strongest start for global M&A since 1980 (Financial Times)
  3. Long-term US government bonds endure worst quarterly fall since 1980 (Financial Times)
  4. Archegos debacle reveals hidden risk of lucrative swaps (Financial Times)
  5. 5 Weirdest Corporate April’s Fool Pranks Of All Time: Voltswagen, Tesla Model W And More (Benzinga)
  6. The Wrong Guy. The Energy Report 04/01/2021 (Phil Flynn)
  7. Biden’s Push for Electric Cars: $174 Billion, 10 Years and a Bit of Luck (New York Times)
  8. 3 Underperforming IPO Stocks Worth a Second Look (Barron’s)
  9. It’s a Great Time to Own Financial Stocks. Here’s Why. (Barron’s)
  10. Optimistic Forecasts on Economy Might Still Be Too Dismal (Wall Street Journal)
  11. Biden’s $2.3 Trillion Infrastructure Plan Takes Broad Aim (Wall Street Journal)
  12. What’s in Biden’s $2 Trillion Corporate Tax Plan (Wall Street Journal)
  13. Shoppers Start to See Effect of Higher Commodity Costs (Wall Street Journal)
  14. How Japanese Investors Accelerated the Treasury Selloff (Wall Street Journal)
  15. Walgreens Reports Stronger Profit as Covid-19 Vaccine Rollout Ramps Up (Wall Street Journal)
  16. Pfizer says COVID-19 vaccine lasts 6 months, protects against variants (New York Post)
  17. Goldman Sachs Sees “Significant Downside Risk” to Apple (AAPL) Services Growth (Street Insider)
  18. US home prices are rising at their fastest in 15 years – and Goldman says they’ll surge another 7% this year (Business Insider)
  19. S&P 500 clears 4,000 milestone as data show U.S. factories booming (MarketWatch)
  20. Japan and South Korea reported unexpectedly strong economic data, as Asian stocks rise (MarketWatch)

Be in the know. 15 key reads for Wednesday…

  1. What’s in Biden’s $2.25 Trillion Infrastructure and Tax Proposal (Bloomberg)
  2. Pfizer’s Vaccine Is 100% Effective in Adolescents, Company Says (Barron’s)
  3. H&R Block Wants to Do More Than Your Taxes. Why Its Stock Is a Buy. (Barron’s)
  4. Tesla Could Be One of the Big Winners in Biden’s $2 Trillion Infrastructure Plan (Barron’s)
  5. OPEC cuts, vaccines to sustain oil’s recovery: Reuters poll (Reuters)
  6. Biden to unveil $2tn infrastructure plan and big corporate tax rise (Financial Times)
  7. Boeing Gets More 737 MAX Orders From Alaska Airlines Over December Commitment (Benzinga)
  8. Wall Street is pricing in $4 trillion of infrastructure spending. Here are the stocks that could benefit, according to Bank of America. (MarketWatch)
  9. These are the stocks for playing Biden’s infrastructure push, analysts say (MarketWatch)
  10. Biden kicks off effort to reshape U.S. economy with infrastructure package (Reuters)
  11. Energy Mixer. The Energy Report 03/31/2021 (Phil Flynn)
  12. U.S. Companies Add Most Jobs Since September, ADP Data Show (Bloomberg)
  13. Kimberly-Clark (KMB) Announces Price Increases for North American Consumer Products Business (Street Insider)
  14. U.S. Home Prices Rise at Fastest Pace in 15 Years (Wall Street Journal)
  15. What Is a Total Return Swap and How Did Archegos Capital Use It? (Wall Street Journal)

Be in the know. 20 key reads for Tuesday…

  1. Institutional investors have been net sellers of stocks since December but that’s actually a bullish signal for equities, according to Fundstrat (Business Insider)
  2. Here are the complex bets at the heart of ‘unprecedented’ Archegos-linked $30 billion margin call (MarketWatch)
  3. This past week, share buybacks hit a new record. (zerohedge)
  4. Real Estate Investors Desperate to Spend $250 Billion Hoard (Bloomberg)
  5. Splunk Fell Behind in the Cloud Era. Now It’s Catching Up and the Stock Could Soar. (Barron’s)
  6. The Fed May Allow Bank Dividend Hikes. How to Play It. (Barron’s)
  7. Investors See Poor Large-Cap Stock Gains This Year. Here’s Where There’s Opportunity. (Barron’s)
  8. Boeing Stock Is Jumping, With 3 Pieces of Good News (Barron’s)
  9. Billions in Secret Derivatives at Center of Archegos Blowup (Bloomberg)
  10. Here’s why Wall Street and investors aren’t giddy enough, says top strategist (MarketWatch)
  11. China, Long a Source of Deflation, Starts Raising Prices for the World (Wall Street Journal)
  12. SPACs Are the Stock Market’s Hottest Trend. Here’s How They Work. (Wall Street Journal)
  13. Treasury Yields Rise With Biden Spending in Focus: Markets Wrap (Bloomberg)
  14. How the U.S. Is Vaccinating Its Way Out of the Pandemic (Bloomberg)
  15. Value Quants Take Wall Street by Storm With Best Run Since 2000 (Bloomberg)
  16. Big Oil’s Secret World of Trading (Bloomberg)
  17. Bank and cyclical stocks should be bought on the dip, Jim Cramer says (CNBC)
  18. Oil drops as Suez opens, focus turns to OPEC+ output cuts (Street Insider)
  19. Oil Choppy Ahead of OPEC Plus. The Energy Report 03/30/2021 (Phil Flynn)
  20. ‘Biggest Risk’ Facing Apple, Tesla, Other Nasdaq Stocks? US-China ‘Cold Tech War,’ Says Analyst (Benzinga)

Be in the know. 15 key reads for Monday…

  1. Global Banks Tally Up Potential Costs Linked to U.S. Client (Barron’s)
  2. US companies sound inflation alarm (Financial Times)
  3. 25 Undervalued European Stocks Set to Beat Post-Pandemic Earnings (Barron’s)
  4. Bluebird Shares Jump as FDA Approves Cancer Therapy (Barron’s)
  5. A Windfall Is Coming for Banks. Here’s How They Should Use It. (Barron’s)
  6. The Parable of the Suez Canal (Barron’s)
  7. New Trade Representative Says U.S. Isn’t Ready to Lift China Tariffs (Wall Street Journal)
  8. Bond Bulls Charge Ahead, Challenging Consensus on Rising Yields Wall Street Journal)
  9. The Two Tiger Cubs at the Center of Friday’s $35 Billion Meltdown (institutionalinvestor)
  10. Gen X emerging from pandemic with firmer grip on America’s wallet (Reuters)
  11. Boeing Nabs Southwest Airlines Order for 100 737 Max Jets, 155 Added Options (24/7 Wall Street)
  12. Contentious Union Vote at Amazon Heads to a Count (New York Times)
  13. Billions in Secretive Derivatives at Center of Hedge Fund Blowup (Bloomberg)
  14. CFDs – The Dirty Little Secret Behind The Collapse Of Archegos (ZeroHedge)
  15. ‘What the hell’s an NFT?’ — ‘SNL’ explains in an amazing rap parody (MarketWatch)

Be in the know. 11 key reads for Sunday…

  1. Episode 21-13 The Birth of CRISPR (Tech Nation)
  2. Mean Reversion After Biggest 1-Year Spike Since 1949? (Almanac Trader)
  3. Democrats confident they can pass $3tn infrastructure bill (Financial Times)
  4. The Economy Doesn’t Need The Fed’s Easy Monetary Policy To Keep Booming, BofA Says (Forbes)
  5. Are we heading for a post-pandemic ‘Roaring 2020s,’ with parties and excess? (Washington Post)
  6. Amazon could get its first unionised workforce in America (The Economist)
  7. Electric Air Taxis Must Be Just as Safe as Commercial Planes, VTOL Exec Says (robbreport)
  8. Watch this $1.2M supercar EV drift on ice like a ballerina (thenextweb)
  9. F1 live stream: how to watch every 2021 Grand Prix online from anywhere (techradar)
  10. Boats And Bull Markets: Indicators Of The Week (NPR Planet Money)
  11. Succession Season 3: Everything We Know So Far (Town & Country)