- Episode 21-13 The Birth of CRISPR (Tech Nation)
- Mean Reversion After Biggest 1-Year Spike Since 1949? (Almanac Trader)
- Democrats confident they can pass $3tn infrastructure bill (Financial Times)
- The Economy Doesn’t Need The Fed’s Easy Monetary Policy To Keep Booming, BofA Says (Forbes)
- Are we heading for a post-pandemic ‘Roaring 2020s,’ with parties and excess? (Washington Post)
- Amazon could get its first unionised workforce in America (The Economist)
- Electric Air Taxis Must Be Just as Safe as Commercial Planes, VTOL Exec Says (robbreport)
- Watch this $1.2M supercar EV drift on ice like a ballerina (thenextweb)
- F1 live stream: how to watch every 2021 Grand Prix online from anywhere (techradar)
- Boats And Bull Markets: Indicators Of The Week (NPR Planet Money)
- Succession Season 3: Everything We Know So Far (Town & Country)
Category: What I’m Reading Today
Be in the know. 15 key reads for Saturday…
- Block-Trade Bevy Wipes $35 Billion Off Stock Values in a Day (Bloomberg)
- GSK and Vir Submit Covid-19 Drug for FDA Authorization (Barron’s)
- Gilded Age or Roaring Twenties? (investoramnesia)
- The Value Stock Rotation Isn’t Over—Not by a Long Shot (Barron’s)
- Higher Taxes? Deficit Spending? Why the Stock Market Isn’t Worried. (Barron’s)
- European Stocks Look Tempting. No, Really. (Barron’s)
- Here’s what tax hikes could mean for the stock market as Biden pushes infrastructure plan (MarketWatch)
- China Signs 25-Year Deal With Iran in Challenge to the U.S. (Bloomberg)
- ‘It’s crazy. There is no inventory.’ Housing industry veteran marvels at real estate boom (CNN Business)
- US fears China is flirting with seizing control of Taiwan (Financial Times)
- Big Oil lobbyist throws weight behind carbon pricing (Financial Times)
- What Discord Is, and Why Microsoft Covets It (Bloomberg)
- John Stuart Mill’s Philosophy of Equality (Farnam Street)
- Influencers with Andy Serwer: Ray Dalio (Yahoo! Finance)
- Payday Might Be Coming for U.S. Bank Investors (Wall Street Journal)
Be in the know. 15 key reads for Friday…
- Fed lifts curbs on US banks’ share buybacks and dividends (Financial Times)
- Aston Martin bets on a Formula One comeback to revive the brand (Financial Times)
- Earnings Forecasts Are Low. What That Means for Stocks (Barron’s)
- Merck’s Little Brown Pill Could Transform the Fight Against Covid (Bloomberg)
Jefferies Upgrades Altria (MO) to Buy; ‘Underappreciated RRP, Cannabis and ESG Optionality’ (Street Insider) - 5 High-Yielding Dividend Aristocrat Stocks Are Perfect Now for Worried Investors (24/7 Wall Street)
- Race to dislodge Suez blockage as shipping rates surge, tankers diverted away (Reuters)
- Global money market funds get highest inflows in 13 weeks, Lipper data show (Reuters)
- The Pandemic Has Hurt Rite Aid and Walgreens. Here’s Why That Might Change. (Barron’s)
- Yes, You Can Retire on Dividends. 10 Stocks to Build an Income Stream for the Long Haul. (Barron’s)
- Andrew Left Channels GameStop, Naming Heavily-Shorted Root as Best Stock Pick of 2021 (Institutional Investor)
- Companies raise record $140bn in US junk bond market in first quarter (Financial Times)
- Powell Says Now Is Not the Time to Focus on Reducing Federal Debt (Wall Street Journal)
- Berkshire Hathaway Offers to Spend $8.3 Billion on Emergency Power Plants in Texas Wall Street Journal)
- With Negative Rates, Homeowners in Europe Are Paid to Borrow (Wall Street Journal)
- Powell says Fed will ‘gradually’ cut its bond-market footprint — some think this year (MarketWatch)
Be in the know. 25 key reads for Thursday…
- Amazon Faces Growing Worker Pressure in Shadow of Alabama Union Vote (Wall Street Journal)
- Green Energy Spinoffs Can Help Investors Clean Up (Wall Street Journal)
- Consumer Spending Explodes, Driven By Vaccine Recipients, Millennials Splurging On Airlines, Restaurants (ZeroHedge)
- Stock futures slide as Powell warns Fed could taper asset purchases (Fox Business)
- Institutional Investors Have Been Influenced by Reddit — But They Still Don’t Trust It (Institutional Investor)
- Billionaire Investor Ray Dalio Believes That Governments Are Likely To Outlaw Bitcoin (Benzinga)
- 3 Oil Stocks to Buy After the Selloff (Barron’s)
- Banks to Continue Benefiting from Ongoing Growth-to-Value Rotation – Morgan Stanley (Street Insider)
- It’s ‘all systems go’ for global growth and the risk rally, Barclays says. Here’s how to play it. (MarketWatch)
- Pfizer says Ibrance gives more survival time to some breast-cancer patients (MarketWatch)
- Wall Street Anxious to See How New Citigroup CEO Can Improve Returns (Barron’s)
- U.S.-China Tensions Are Rising. Nike Stock Is Paying the Price. (Barron’s)
- Biogen Investors Want News on Alzheimer’s Therapy. 2 More Key Points to Watch. (Barron’s)
- H&R Block Wants to Do More Than Your Taxes. Why Its Stock Is a Buy (Barron’s)
- Chinese Tech Stocks Slump in Hong Kong as SEC Implements Delisting Law (Barron’s)
- Suez Canal Is Blocked by Container Ship Causing Huge Traffic Jam (Wall Street Journal)
- Democrats Weigh Increases in Corporate, Personal Income-Tax Rates (Wall Street Journal)
- Carbon Tax Sidelined in Biden’s Push on Climate, Taxes (Wall Street Journal)
- Jerome Powell Says Better Outlook Reflects Vaccine Progress, Fiscal Aid (Bloomberg)
- Ed Yardeni Can Live With Higher Yields for the Sake of Earnings (Bloomberg)
- U.S. State Jobless Claims Fell to Pandemic-Era Low Last Week (Bloomberg)
- Clorox Bets Big on Not Going Back to Normal (Bloomberg)
- Drill, Baby, Drill Hasn’t Died in the U.S. Shale Patch (Bloomberg)
- U.S. GDP growth in fourth quarter raised slightly to 4.3% — and all signs point to economy speeding up (MarketWatch)
- JPMorgan says stimulus checks are driving less retail-investing activity than the last round of payments (Business Insider)
Be in the know. 18 key reads for Wednesday…
- Northrop and Lockheed win missile defense contracts valued at up to $7.6 billion (StreetInsider)
- Pfizer Will Test a Pill to Kill the Covid-19 Virus (Barron’s)
- Pfizer Goes It Alone to Expand Vaccine Business Beyond Covid-19 Pandemic (Wall Street Journal)
- The new S&P 500 bull market is about to enter its second year. Now what? (MarketWatch)
- Powell and Yellen’s game plan is evocative of the World War II playbook. Here’s what happened then. (MarketWatch)
- Convertible Bonds Are Booming. Here’s What You Need to Know. (Barron’s)
- Regeneron Stock Climbs on Positive Covid-19 Antibody Data (Barron’s)
- Citigroup and 5 More Lenders Poised for Gains in ‘Bank Renaissance’ (Barron’s)
- 5 Beaten-Down Renewable Energy Stocks That May Be Worth a Look (Barron’s)
- Intel’s New CEO Is Spending $20 Billion to Double Down on Chip Manufacturing (Barron’s)
- Powell Says Stimulus Package Isn’t Likely to Fuel Unwelcome Inflation (Wall Street Journal)
- New York Business Leaders Urge State Lawmakers to Not Raise Taxes (Wall Street Journal)
- Fed’s Bullard won’t forecast any interest-rate hikes until he sees proof of strong economy (MarketWatch)
- Bostic expects Fed to lift rates in 2023 – WSJ (Reuters)
- Hawaii gets tourism surge as coronavirus rules loosen up (Fox Business)
- Coronavirus latest: Merkel reverses course on Easter lockdown in Germany (Financial Times)
- BofA Raises Price Targets for US Banks on Faster-Than-Expected Recovery (StreetInsider)
- Banks stand firm on calls for oil ‘supercycle’ even as price drops (Financial Times)
Be in the know. 20 key reads for Tuesday…
- Tax hikes are the next big investor worry: Morning Brief (Yahoo! Finance)
- Biden Team Prepares $3 Trillion in New Spending for the Economy (New York Times)
- Campbell and B&G Foods Have Outperformed. Only One Is a Buy for This Analyst. (Barron’s)
- Infrastructure Plan Seeks to Address Climate and Equality as Well as Roads (New York Times)
- Regeneron says its COVID-19 treatment still works even at a lower dose (MarketWatch)
- Top Yale Doctor/Researcher: ‘Ivermectin works,’ including for long-haul COVID (trialsitenews)
- Change of menu: Kraft Heinz bets on old brands to win new consumers (Financial Times)
- Here Are 6 REITs Set to Gain as Economy Reopens (Barron’s)
- Germany To Enter Strict Easter Shutdown Amid ‘New Pandemic’ (Barron’s)
- Short and Hot: How Investors Can Play This Economic Cycle (Barron’s)
- Why the Canadian Pacific-Kansas City Southern Deal Is Bullish for Railroad Stocks (Barron’s)
- Bank of America CEO Says Its Earnings Are Poised to ‘Substantially Increase’ (Barron’s)
- Joe Biden Wants to Raise Taxes. What It Would Mean for the Stock Market. (Barron’s)
- Fed’s Powell Says Recovery Is Far From Complete (Wall Street Journal)
- Lockheed Martin partners with startup Omnispace to build space-based 5G network (CNBC)
- Pension funds to buy bonds to rebalance portfolios, and that may help stocks (CNBC)
- Billionaire investor Howard Marks touts value stocks, trumpets high-quality growth stocks, and says he’s open-minded about bitcoin in a new interview. Here are the 9 best quotes. (Business Insider)
- 5 Goldman Sachs Conviction List Stocks to Buy Now That Pay Big Dividends (24/7 Wall Street)
- UK unemployment rate unexpectedly falls to 5% in January as the country looks ahead to reopening (Business Insider)
- Stocks slump at the open Tuesday as fresh lockdowns sweep the globe (MarketWatch)
Be in the know. 25 key reads for Monday…
- Bank of America CEO Says Its Earnings Are Poised to ‘Substantially Increase’ as Rates Rise (Barron’s)
- AstraZeneca Vaccine Found to Be Safe and 79% Effective in U.S. Trial (Barron’s)
- How to Play the Next Space Race (Barron’s)
- Value Could Outpace Growth for Years. Here’s How. (Barron’s)
- These Stocks Are More of a Gamble Than an Investment — and the #1 Is a Reddit Favorite (Barron’s)
- Recast as ‘Stimmies,’ Federal Relief Checks Drive a Stock Buying Spree (New York Times)
- Canadian Pacific Railway to buy Kansas City Southern for $25 billion (CNBC)
- Summers Sees ‘Least Responsible’ Fiscal Policy in 40 Years (Bloomberg)
- Scion of Billionaire Family Hunts for Cheap Assets in Venezuela (Bloomberg)
- U.S. economy is ‘on the brink’ of a complete recovery, says Richmond Fed’s Barkin (CNBC)
- Israel Is a Vaccine Leader. Now Its Economy Is Improving. (Barron’s)
- GameStop Earnings Are Coming. Nobody Knows What to Expect. (Barron’s)
- Turkish lira and stocks slump after Erdogan fires central bank chief (MarketWatch)
- Blackstone’s Crown Deal Has Dice Loaded in Its Favor (Wall Street Journal)
- Stock Market Reshuffle Has Room to Run (Wall Street Journal)
- Stimulus Checks Have Left U.S. Households Ready to Spend (Wall Street Journal)
- Americans Are Ready to Travel. But Where Can They Go? (Wall Street Journal)
- CBS Looks for Growth Abroad—With David Hasselhoff’s Help (Wall Street Journal)
- Fed’s Reversal on Bank Capital Requirements Serves No Purpose (Wall Street Journal)
- Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
- Opinion: Here’s the secret of how great companies get to the top of their game (MarketWatch)
- Fed may hike rates sooner than 2023: NABE (FoxBusiness)
- Investors inject almost $170bn into global stocks in 4 weeks (Financial Times)
- Saudis Launch Major Gulf Naval Drills To Protect Oil Facilities Against Terror Attacks (ZeroHedge)
- U.S. existing home sales drop sharply; prices surge (Reuters)
Be in the know. 10 key reads for Sunday…
- 9 Best Pharmaceutical Stocks to Buy for Income (US News & World Report)
- CP Rail to buy Kansas City Southern to create first rail network connecting Canada, the United States and Mexico (Financial Post)
- Bill Gurley on Entrepreneurs and Technology (Podcast) (Bloomberg)
- Private Schools Have Become Truly Obscene (The Atlantic)
- How CVS And Walgreens Help Biden Get To 200 Million Covid-19 Shots (Forbes)
- Why A Multi-Family Office Co-Founded By Stuart Miller Invested $100 Million In A Vacant Beverly Hills Hotel (Forbes)
- The Design Story Behind The Exotic Maserati MC20 (Forbes)
- Lamborghini Will Debut Two New V-12 Supercars This Year (Robb Report)
- Larry Summers Versus the Stimulus (The New Yorker)
- The Ferrari F8 Is Astounding (R& T)
Be in the know. 25 key reads for Saturday…
- The S&P 500 still has 12% upside with spiking yields set to stabilize amid strong earnings, JPMorgan’s global markets chief says (Business Insider)
- Fed Will Need to Buy Bonds as Stimulus Boosts Yields, Dalio Says (Bloomberg)
- Corporate America Primed to Join Warren Buffett in Buyback Binge (Bloomberg)
- How to Play the New Space Race (Barron’s)
- Warren Buffett’s Berkshire Hathaway scores $17 billion gain across 5 stocks as value stages a comeback (Business Insider)
- The OODA Loop: How Fighter Pilots Make Fast and Accurate Decisions (Farnam Street)
- Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out (Wall Street Journal)
- Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ (Bloomberg)
- Why Goldman Sachs sees a ‘buying opportunity’ in oil’s recent selloff (MarketWatch)
- The Fed Will End Emergency Relief for Banks. It Might Not Make Much Difference for Markets. (Barron’s)
- Modern Issues, Old Solutions (Investor Amnesia)
- Stock Market’s Weakest Links Dominate With Full-Throttle Fed (Bloomberg)
- Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties (Wall Street Journal)
- Visa Faces Antitrust Investigation Over Debit-Card Practices (Wall Street Journal)
- Deep Value by Tobias Carlisle (Novel Investor)
- Saudi Arabia Says Missiles in Aramco Attacks Were Made in Iran (Bloomberg)
- The Fed could be a source of market volatility as Powell and others speak in the week ahead (CNBC)
- Jerome Powell on the Pandemic Year: Tools to Avoid a Meltdown and Save Livelihoods (Wall Street Journal)
- Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
- Elon Musk and Amazon Are Battling to Put Satellite Internet in Your Backyard (Wall Street Journal)
- Tom Hanks on the Pandemic Year: Never Play Solitaire Again (Wall Street Journal)
- More Than 420 Million Shots Given: Covid-19 Tracker (Bloomberg)
- GE Is Finally Trading Its Bankers’ Stripes for a Hard Hat (Bloomberg)
- All About Clubhouse, a Gabfest Behind a Velvet Rope (Bloomberg)
- Staying Power (DGI)
Be in the know. 15 key reads for Friday…
- Fed won’t extend relief for banks from key capital rule (MarketWatch)
- Penny-stock trading volume has exploded by 2,000% amid the growing influence of retail traders (Business Insider)
- Acting FTC chair calls for ‘bold action’ to rein in tech, other monopolies (MarketWatch)
- Covid Flares. The Energy Report 03/19/2021 (Phil Flynn)
- The Amazon Unionization Vote: What to Know (New York Times)
- First U.S.-China meeting under Biden gets off to a rocky start (CNBC)
- Bank stocks just hit their highest level since 2007. Two traders on when to buy in (CNBC)
- Putin fires back at Biden after ‘killer’ comments: Takes one to know one (USA Today)
- FCC enforces largest fine ever of $225 million against telemarketers who made 1 billion robocalls (USA Today)
- Jerome Powell’s Fed Wants the Bond Market to Hear Three Messages (Bloomberg)
- The ‘three pillars’ of this bull market are still in place: Morning Brief (Yahoo! Finance)
- UBS Upgrades Carnival Corporation (CCL) to Buy (Street Insider)
- Gene Therapy Data Breathes New Life Into Battered Sarepta Stock (Barron’s)
- Boeing Moon Rocket Passes NASA Test (Wall Street Journal)
- Oil Investors Hunt for Cash Gushers (Wall Street Journal)