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)

Be in the know. 15 key reads for Saturday…

  1. Block-Trade Bevy Wipes $35 Billion Off Stock Values in a Day (Bloomberg)
  2. GSK and Vir Submit Covid-19 Drug for FDA Authorization (Barron’s)
  3. Gilded Age or Roaring Twenties? (investoramnesia)
  4. The Value Stock Rotation Isn’t Over—Not by a Long Shot (Barron’s)
  5. Higher Taxes? Deficit Spending? Why the Stock Market Isn’t Worried. (Barron’s)
  6. European Stocks Look Tempting. No, Really. (Barron’s)
  7. Here’s what tax hikes could mean for the stock market as Biden pushes infrastructure plan (MarketWatch)
  8. China Signs 25-Year Deal With Iran in Challenge to the U.S. (Bloomberg)
  9. ‘It’s crazy. There is no inventory.’ Housing industry veteran marvels at real estate boom (CNN Business)
  10. US fears China is flirting with seizing control of Taiwan (Financial Times)
  11. Big Oil lobbyist throws weight behind carbon pricing (Financial Times)
  12. What Discord Is, and Why Microsoft Covets It (Bloomberg)
  13. John Stuart Mill’s Philosophy of Equality (Farnam Street)
  14. Influencers with Andy Serwer: Ray Dalio (Yahoo! Finance)
  15. Payday Might Be Coming for U.S. Bank Investors (Wall Street Journal)

Be in the know. 15 key reads for Friday…

  1. Fed lifts curbs on US banks’ share buybacks and dividends (Financial Times)
  2. Aston Martin bets on a Formula One comeback to revive the brand (Financial Times)
  3. Earnings Forecasts Are Low. What That Means for Stocks (Barron’s)
  4. 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. 5 High-Yielding Dividend Aristocrat Stocks Are Perfect Now for Worried Investors (24/7 Wall Street)
  6. Race to dislodge Suez blockage as shipping rates surge, tankers diverted away (Reuters)
  7. Global money market funds get highest inflows in 13 weeks, Lipper data show (Reuters)
  8. The Pandemic Has Hurt Rite Aid and Walgreens. Here’s Why That Might Change. (Barron’s)
  9. Yes, You Can Retire on Dividends. 10 Stocks to Build an Income Stream for the Long Haul. (Barron’s)
  10. Andrew Left Channels GameStop, Naming Heavily-Shorted Root as Best Stock Pick of 2021 (Institutional Investor)
  11. Companies raise record $140bn in US junk bond market in first quarter (Financial Times)
  12. Powell Says Now Is Not the Time to Focus on Reducing Federal Debt (Wall Street Journal)
  13. Berkshire Hathaway Offers to Spend $8.3 Billion on Emergency Power Plants in Texas Wall Street Journal)
  14. With Negative Rates, Homeowners in Europe Are Paid to Borrow (Wall Street Journal)
  15. Powell says Fed will ‘gradually’ cut its bond-market footprint — some think this year (MarketWatch)

Be in the know. 25 key reads for Thursday…

  1. Amazon Faces Growing Worker Pressure in Shadow of Alabama Union Vote (Wall Street Journal)
  2. Green Energy Spinoffs Can Help Investors Clean Up (Wall Street Journal)
  3. Consumer Spending Explodes, Driven By Vaccine Recipients, Millennials Splurging On Airlines, Restaurants (ZeroHedge)
  4. Stock futures slide as Powell warns Fed could taper asset purchases (Fox Business)
  5. Institutional Investors Have Been Influenced by Reddit — But They Still Don’t Trust It (Institutional Investor)
  6. Billionaire Investor Ray Dalio Believes That Governments Are Likely To Outlaw Bitcoin (Benzinga)
  7. 3 Oil Stocks to Buy After the Selloff (Barron’s)
  8. Banks to Continue Benefiting from Ongoing Growth-to-Value Rotation – Morgan Stanley (Street Insider)
  9. It’s ‘all systems go’ for global growth and the risk rally, Barclays says. Here’s how to play it. (MarketWatch)
  10. Pfizer says Ibrance gives more survival time to some breast-cancer patients (MarketWatch)
  11. Wall Street Anxious to See How New Citigroup CEO Can Improve Returns (Barron’s)
  12. U.S.-China Tensions Are Rising. Nike Stock Is Paying the Price. (Barron’s)
  13. Biogen Investors Want News on Alzheimer’s Therapy. 2 More Key Points to Watch. (Barron’s)
  14. H&R Block Wants to Do More Than Your Taxes. Why Its Stock Is a Buy (Barron’s)
  15. Chinese Tech Stocks Slump in Hong Kong as SEC Implements Delisting Law (Barron’s)
  16. Suez Canal Is Blocked by Container Ship Causing Huge Traffic Jam (Wall Street Journal)
  17. Democrats Weigh Increases in Corporate, Personal Income-Tax Rates (Wall Street Journal)
  18. Carbon Tax Sidelined in Biden’s Push on Climate, Taxes (Wall Street Journal)
  19. Jerome Powell Says Better Outlook Reflects Vaccine Progress, Fiscal Aid (Bloomberg)
  20. Ed Yardeni Can Live With Higher Yields for the Sake of Earnings (Bloomberg)
  21. U.S. State Jobless Claims Fell to Pandemic-Era Low Last Week (Bloomberg)
  22. Clorox Bets Big on Not Going Back to Normal (Bloomberg)
  23. Drill, Baby, Drill Hasn’t Died in the U.S. Shale Patch (Bloomberg)
  24. U.S. GDP growth in fourth quarter raised slightly to 4.3% — and all signs point to economy speeding up (MarketWatch)
  25. 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…

  1. Northrop and Lockheed win missile defense contracts valued at up to $7.6 billion (StreetInsider)
  2. Pfizer Will Test a Pill to Kill the Covid-19 Virus (Barron’s)
  3. Pfizer Goes It Alone to Expand Vaccine Business Beyond Covid-19 Pandemic (Wall Street Journal)
  4. The new S&P 500 bull market is about to enter its second year. Now what? (MarketWatch)
  5. Powell and Yellen’s game plan is evocative of the World War II playbook. Here’s what happened then. (MarketWatch)
  6. Convertible Bonds Are Booming. Here’s What You Need to Know. (Barron’s)
  7. Regeneron Stock Climbs on Positive Covid-19 Antibody Data (Barron’s)
  8. Citigroup and 5 More Lenders Poised for Gains in ‘Bank Renaissance’ (Barron’s)
  9. 5 Beaten-Down Renewable Energy Stocks That May Be Worth a Look (Barron’s)
  10. Intel’s New CEO Is Spending $20 Billion to Double Down on Chip Manufacturing (Barron’s)
  11. Powell Says Stimulus Package Isn’t Likely to Fuel Unwelcome Inflation (Wall Street Journal)
  12. New York Business Leaders Urge State Lawmakers to Not Raise Taxes (Wall Street Journal)
  13. Fed’s Bullard won’t forecast any interest-rate hikes until he sees proof of strong economy (MarketWatch)
  14. Bostic expects Fed to lift rates in 2023 – WSJ (Reuters)
  15. Hawaii gets tourism surge as coronavirus rules loosen up (Fox Business)
  16. Coronavirus latest: Merkel reverses course on Easter lockdown in Germany (Financial Times)
  17. BofA Raises Price Targets for US Banks on Faster-Than-Expected Recovery (StreetInsider)
  18. Banks stand firm on calls for oil ‘supercycle’ even as price drops (Financial Times)

Be in the know. 20 key reads for Tuesday…

  1. Tax hikes are the next big investor worry: Morning Brief (Yahoo! Finance)
  2. Biden Team Prepares $3 Trillion in New Spending for the Economy (New York Times)
  3. Campbell and B&G Foods Have Outperformed. Only One Is a Buy for This Analyst. (Barron’s)
  4. Infrastructure Plan Seeks to Address Climate and Equality as Well as Roads (New York Times)
  5. Regeneron says its COVID-19 treatment still works even at a lower dose (MarketWatch)
  6. Top Yale Doctor/Researcher: ‘Ivermectin works,’ including for long-haul COVID (trialsitenews)
  7. Change of menu: Kraft Heinz bets on old brands to win new consumers (Financial Times)
  8. Here Are 6 REITs Set to Gain as Economy Reopens (Barron’s)
  9. Germany To Enter Strict Easter Shutdown Amid ‘New Pandemic’ (Barron’s)
  10. Short and Hot: How Investors Can Play This Economic Cycle (Barron’s)
  11. Why the Canadian Pacific-Kansas City Southern Deal Is Bullish for Railroad Stocks (Barron’s)
  12. Bank of America CEO Says Its Earnings Are Poised to ‘Substantially Increase’ (Barron’s)
  13. Joe Biden Wants to Raise Taxes. What It Would Mean for the Stock Market. (Barron’s)
  14. Fed’s Powell Says Recovery Is Far From Complete (Wall Street Journal)
  15. Lockheed Martin partners with startup Omnispace to build space-based 5G network (CNBC)
  16. Pension funds to buy bonds to rebalance portfolios, and that may help stocks (CNBC)
  17. 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)
  18. 5 Goldman Sachs Conviction List Stocks to Buy Now That Pay Big Dividends (24/7 Wall Street)
  19. UK unemployment rate unexpectedly falls to 5% in January as the country looks ahead to reopening (Business Insider)
  20. Stocks slump at the open Tuesday as fresh lockdowns sweep the globe (MarketWatch)

 

Be in the know. 25 key reads for Monday…

  1. Bank of America CEO Says Its Earnings Are Poised to ‘Substantially Increase’ as Rates Rise (Barron’s)
  2. AstraZeneca Vaccine Found to Be Safe and 79% Effective in U.S. Trial (Barron’s)
  3. How to Play the Next Space Race (Barron’s)
  4. Value Could Outpace Growth for Years. Here’s How. (Barron’s)
  5. These Stocks Are More of a Gamble Than an Investment — and the #1 Is a Reddit Favorite (Barron’s)
  6. Recast as ‘Stimmies,’ Federal Relief Checks Drive a Stock Buying Spree (New York Times)
  7. Canadian Pacific Railway to buy Kansas City Southern for $25 billion (CNBC)
  8. Summers Sees ‘Least Responsible’ Fiscal Policy in 40 Years (Bloomberg)
  9. Scion of Billionaire Family Hunts for Cheap Assets in Venezuela (Bloomberg)
  10. U.S. economy is ‘on the brink’ of a complete recovery, says Richmond Fed’s Barkin (CNBC)
  11. Israel Is a Vaccine Leader. Now Its Economy Is Improving. (Barron’s)
  12. GameStop Earnings Are Coming. Nobody Knows What to Expect. (Barron’s)
  13. Turkish lira and stocks slump after Erdogan fires central bank chief (MarketWatch)
  14. Blackstone’s Crown Deal Has Dice Loaded in Its Favor (Wall Street Journal)
  15. Stock Market Reshuffle Has Room to Run (Wall Street Journal)
  16. Stimulus Checks Have Left U.S. Households Ready to Spend (Wall Street Journal)
  17. Americans Are Ready to Travel. But Where Can They Go? (Wall Street Journal)
  18. CBS Looks for Growth Abroad—With David Hasselhoff’s Help (Wall Street Journal)
  19. Fed’s Reversal on Bank Capital Requirements Serves No Purpose (Wall Street Journal)
  20. Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
  21. Opinion: Here’s the secret of how great companies get to the top of their game (MarketWatch)
  22. Fed may hike rates sooner than 2023: NABE (FoxBusiness)
  23. Investors inject almost $170bn into global stocks in 4 weeks (Financial Times)
  24. Saudis Launch Major Gulf Naval Drills To Protect Oil Facilities Against Terror Attacks (ZeroHedge)
  25. U.S. existing home sales drop sharply; prices surge (Reuters)

Be in the know. 10 key reads for Sunday…

  1. 9 Best Pharmaceutical Stocks to Buy for Income (US News & World Report)
  2. CP Rail to buy Kansas City Southern to create first rail network connecting Canada, the United States and Mexico (Financial Post)
  3. Bill Gurley on Entrepreneurs and Technology (Podcast) (Bloomberg)
  4. Private Schools Have Become Truly Obscene (The Atlantic)
  5. How CVS And Walgreens Help Biden Get To 200 Million Covid-19 Shots (Forbes)
  6. Why A Multi-Family Office Co-Founded By Stuart Miller Invested $100 Million In A Vacant Beverly Hills Hotel (Forbes)
  7. The Design Story Behind The Exotic Maserati MC20 (Forbes)
  8. Lamborghini Will Debut Two New V-12 Supercars This Year (Robb Report)
  9. Larry Summers Versus the Stimulus (The New Yorker)
  10. The Ferrari F8 Is Astounding (R& T)

Be in the know. 25 key reads for Saturday…

  1. 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)
  2. Fed Will Need to Buy Bonds as Stimulus Boosts Yields, Dalio Says (Bloomberg)
  3. Corporate America Primed to Join Warren Buffett in Buyback Binge (Bloomberg)
  4. How to Play the New Space Race (Barron’s)
  5. Warren Buffett’s Berkshire Hathaway scores $17 billion gain across 5 stocks as value stages a comeback (Business Insider)
  6. The OODA Loop: How Fighter Pilots Make Fast and Accurate Decisions (Farnam Street)
  7. Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out (Wall Street Journal)
  8. Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ (Bloomberg)
  9. Why Goldman Sachs sees a ‘buying opportunity’ in oil’s recent selloff (MarketWatch)
  10. The Fed Will End Emergency Relief for Banks. It Might Not Make Much Difference for Markets. (Barron’s)
  11. Modern Issues, Old Solutions (Investor Amnesia)
  12. Stock Market’s Weakest Links Dominate With Full-Throttle Fed (Bloomberg)
  13. Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties (Wall Street Journal)
  14. Visa Faces Antitrust Investigation Over Debit-Card Practices (Wall Street Journal)
  15. Deep Value by Tobias Carlisle (Novel Investor)
  16. Saudi Arabia Says Missiles in Aramco Attacks Were Made in Iran (Bloomberg)
  17. The Fed could be a source of market volatility as Powell and others speak in the week ahead (CNBC)
  18. Jerome Powell on the Pandemic Year: Tools to Avoid a Meltdown and Save Livelihoods (Wall Street Journal)
  19. Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
  20. Elon Musk and Amazon Are Battling to Put Satellite Internet in Your Backyard (Wall Street Journal)
  21. Tom Hanks on the Pandemic Year: Never Play Solitaire Again (Wall Street Journal)
  22. More Than 420 Million Shots Given: Covid-19 Tracker (Bloomberg)
  23. GE Is Finally Trading Its Bankers’ Stripes for a Hard Hat (Bloomberg)
  24. All About Clubhouse, a Gabfest Behind a Velvet Rope (Bloomberg)
  25. Staying Power (DGI)

Be in the know. 15 key reads for Friday…

  1. Fed won’t extend relief for banks from key capital rule (MarketWatch)
  2. Penny-stock trading volume has exploded by 2,000% amid the growing influence of retail traders (Business Insider)
  3. Acting FTC chair calls for ‘bold action’ to rein in tech, other monopolies (MarketWatch)
  4. Covid Flares. The Energy Report 03/19/2021 (Phil Flynn)
  5. The Amazon Unionization Vote: What to Know (New York Times)
  6. First U.S.-China meeting under Biden gets off to a rocky start (CNBC)
  7. Bank stocks just hit their highest level since 2007. Two traders on when to buy in (CNBC)
  8. Putin fires back at Biden after ‘killer’ comments: Takes one to know one (USA Today)
  9. FCC enforces largest fine ever of $225 million against telemarketers who made 1 billion robocalls (USA Today)
  10. Jerome Powell’s Fed Wants the Bond Market to Hear Three Messages (Bloomberg)
  11. The ‘three pillars’ of this bull market are still in place: Morning Brief (Yahoo! Finance)
  12. UBS Upgrades Carnival Corporation (CCL) to Buy (Street Insider)
  13. Gene Therapy Data Breathes New Life Into Battered Sarepta Stock (Barron’s)
  14. Boeing Moon Rocket Passes NASA Test (Wall Street Journal)
  15. Oil Investors Hunt for Cash Gushers (Wall Street Journal)