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Covid-19 Pill Shows Promise in Preliminary Testing (Wall Street Journal )
In Just Hours, Kuroda Kills Weeks of Selling in Japanese Bonds (Bloomberg )
“Balls To The Wall” 2.0 – David Tepper Turns Bullish On Stocks, Sees Bonds Stabilizing (ZeroHedge )
Financial Stocks Have Crushed Tech. The Trade Is Still Alive (Barron’s )
BOJ’s Kuroda brushes aside chance of widening yield band at March review (Yahoo! Finance )
Buyback authorizations total $126 billion YTD, 50% greater than the same time last year and the largest total at this point during the year on record (Yahoo! Finance )
David Tepper is getting bullish on stocks, believes rising rates are set to stabilize (CNBC )
Key Saudi Arabian Oil Site Attacked, Stoking Regional Tensions (Bloomberg )
Investors Rotate to Reflation Trades After U.S. Senate Passes Stimulus Plan (Barron’s )
Vertex Stock Fell After a Setback on a New Drug. It’s an Opportunity for Investors. (Barron’s )
GE Nears Deal to Combine Aircraft-Leasing Unit With AerCap (Wall Street Journal )
Analysis: Iran slips record volume of oil into China, reaches out to Asian clients for trade resumption (Reuters )
Goldman Economists See 4.1% Unemployment in U.S. by End of Year (Bloomberg )
Value’s Long-Awaited Dawn May Finally Be Here (Bloomberg )
Young people looking to spend almost half of their stimulus check on stocks: Survey (CNBC )
7 reasons why investors should buy the stock market’s recent dip, even as bond yields surge, according to Fundstrat’s Tom Lee (Business Insider )
Corporate America bounces back from the pandemic (Financial Times )
S&P 500 Seasonal Pattern Suggests Weakness Likely Ending Soon (Almanac Trader )
William J. Bernstein on Crowd Behavior (Podcast) (Bloomberg )
11 Best Oil Tanker Stocks To Buy Now (Insider Monkey )
Move over GameStop, hockey cards are emerging as the hottest bull market on the planet (Financial Post )
Senate approves Biden’s $1.9tn stimulus plan (Financial Times )
Brand New 464-Foot-Long Superyacht Is Like ‘A Warship Wearing A Tuxedo’ (Forbes )
New Yorkers head to Times Square for first ‘movie date night’ amid COVID (New York Post )
Rupert Murdoch prepares to hand over his media empire (The Economist )
From Alabama to Wyoming: The Most Expensive Home for Sale in Every State (Robb Report )
Coming 2 America: How Rapper Rick Ross’s Atlanta Mansion Turned Into Zamunda (architecturaldigest )
From Pfizer to Moderna: who’s making billions from Covid-19 vaccines? (theguardian )
Suburban Home Sales Soar in the New York Region (New York Times )
Anyone Who’s Anyone Has a SPAC Right Now (New York Times )
Your Thinking Rate Is Fixed (Farnam Street )
The Transcript 03.01.20 (theweeklytranscript )
Value investor John Rogers sees an end to Big Tech’s stock market dominance (Financial Times )
Put Costco Stock in Your Shopping Cart, Analysts Say. It’s Starting to Look Like a Bargain. (Barron’s )
The March Seasonality Calendar for Long-Term Treasuries (quantifiableedges )
Warren Buffett’s Dividend Payback (DGI )
Crash Landing on Stock Heroes of Yesteryear Is Worst in a Decade (Bloomberg )
Where Have All the Houses Gone? (New York Times )
Momentum Quants Will Unleash the ‘Most Turbulent Rebalance Ever’ (Bloomberg )
Dr. John Malone Joins Us For Our 100th Episode (KindredCast )
Tech Stocks Lose $1.6 Trillion in Worst Streak in Six Months (Bloomberg )
Emerging markets suffer first outflows since October on rate jump (Financial Times )
In a Surprise Twist, Most Activist Shorts Are Up This Year (institutionalinvestor )
LGI Homes CEO sees housing demand staying strong even as mortgage rates tick up (CNBC )
Longtime investor Mario Gabelli on what he learned from Warren Buffett’s 2021 letter (CNBC )
Bank Stock Rally Shows Few Signs of Faltering Soon (Bloomberg )
Jeff Ubben Bought Up Exxon Stock (Barron’s )
Covid-19 Pill Shows Promise in Preliminary Testing (Wall Street Journal )
Cold weather brings near record-high natural gas spot prices (EIA )
Walter Isaacson on CRISPR, Jennifer Doudna, Gene Editing, and the Future of the Human Race (#503) (Tim Ferriss )
February Hiring Sets Up Stronger Spring Recovery (Wall Street Journal )
EV Stocks Have Lost a Ton of Value. Here’s How Much Has Gone to Money Heaven. (Barron’s )
69 Percent of Americans Want the COVID Vaccine (Futurism )
There’s Reason for Optimism. That’s Bad News for Tech. (Barron’s )
Oakmark’s Bill Nygren discusses the two different markets (CNBC )
Tesla and Other Hypergrowth Stocks Could Tear Down What They Built Up (Barron’s )
Flashing Caution Lights Are Ahead in China. Here’s How Investors Should Proceed. (Barron’s )
Peter Lynch is the GOAT (ritholtz )
The Reflation Trade Is Stirring Growing Pains in Growth Stocks. Here’s Why. (Barron’s )
Nuclear Power Reinforces Its Role in Clean Energy. That Will Boost Uranium Prices. (Barron’s )
Buy Boeing Stock. Things Are Finally Going Right With the MAX Jet, Pandemic, and Oil Prices. (Barron’s )
Apple to Face Antitrust Charges Over Spotify Complaint, Reports Say. Why It’s Just the Latest Challenge for Big Tech. (Barron’s )
This is the electric vehicle bubble. And this is the crash. (Financial Times )
High-priced tech stocks sink further into bear market territory (Financial Times )
The Biggest Players in the Short-Selling Game Are Getting a Pass (Bloomberg )
How Remote Work Is Reshaping America’s Urban Geography (Wall Street Journal )
Hollywood Renews Love for Westerns: Good, Bad, Binge-Worthy (Wall Street Journal )
Traders Plowed Billions Into Electric-Car Stocks Before Slump (Bloomberg )
Covid Drug 80 Times More Potent Than Trump’s Tested in Italy (Bloomberg )
‘Big Short’ investor Michael Burry has warned of a stock-market bubble and slammed Tesla, Robinhood, bitcoin, and the GameStop frenzy in recent weeks. Here are his 17 best tweets. (Business Insider )
Democrats reach deal on unemployment aid, allowing $1.9 trillion relief bill to go forward (CNBC )
People Are Obsessed With the Vaccine That Only Requires One Dose (Futurism )
Vertex Stock Fell After a Setback on a New Drug. It’s an Opportunity for Investors. (Barron’s )
Oil Jumps On Shocking OPEC+ Move As Saudis Brush Off Shale; ‘Drill, Baby, Drill Is Gone Forever’ (Investor’s Business Daily )
Companies Are Issuing Guidance Again. What Investors Should Know. (Barron’s )
Gasoline prices may hit highest levels since 2014 as OPEC+ keeps oil output cuts: report (MarketWatch )
Walmart-Held Flipkart Reportedly Weighs U.S. Listing Through SPAC Deal (Barron’s )
Oil Prices Spike on OPEC Surprise. How to Play It. (Barron’s )
What’s next for markets, after the Fed’s Powell signals he’s not riding to the rescue just yet (MarketWatch )
Rising Rates Hit M&A as CoStar Pulls Offer for CoreLogic (Barron’s )
Amgen Acquires a Cancer Drug. Expect More Deals. (Barron’s )
5 reasons why negative repo rates are different than the last overnight-funding crisis (MarketWatch )
‘Coming 2 America’ Review: Comedic Royalty (New York Times )
Here’s What’s in the Senate’s $1.9 Trillion Stimulus Legislation (Bloomberg )
Boeing’s 737 Max Return Gathers Pace With 100 Planes Back in Sky (Bloomberg )
A Country Club for Race Cars Emerges Minutes From Miami Beach (Bloomberg )
Here’s why inflation is kryptonite for bonds as Powell’s comments rock markets (CNBC )
Tech stocks’ market leadership may be over and investors aren’t ‘bullish enough about the reopening’, says Fundstrat’s Tom Lee (Business Insider )
General Electric (GE) Catalyst Ahead on 3/10, PT Raised to ‘Street High’ $17 at Morgan Stanley (Street Insider )
Connecticut Rolls Back Covid-19 Business Restrictions (Wall Street Journal )
Apple Faces U.K. Antitrust Probe Over App Store Rules (Wall Street Journal )
Winter Storm Eased Natural-Gas Glut (Wall Street Journal )
Rockets Hit Iraq Base Hosting U.S. Troops Amid Tension With Iran (Wall Street Journal )
How the Oil Lobby Learned to Love Carbon Taxes (Bloomberg )
The Inflation Regime Change Is Already Upon Us (Bloomberg )
Boeing Stock Is Nearing a Key Level. More Gains Could Be Ahead. (Barron’s )
Be Like Warren Buffett. Use This Options Strategy. (Barron’s )
The Stock Market Stands to Win Big in a New Stimulus Program (Barron’s )
Flashing Caution Lights Are Ahead in China. Here’s How Investors Should Proceed. (Barron’s )
The Treasury Market Is Spooking Tech Stocks Again. Here’s Why. (Barron’s )
Nuclear Power Finds a New Role in Renewable Energy. That Will Boost Uranium Prices. (Barron’s )
Why the S&P 500’s bull-market run probably is only getting started (MarketWatch )
Exxon, Once a Skeptic, Sees Profit in Capturing Carbon Emissions (Wall Street Journal )
OPEC+ debates whether to raise or freeze oil output as price recovers (Reuters )
Frequent Fliers Itch to Take Off a Year After Being Grounded (Wall Street Journal )
Can Eddie Murphy’s ‘Coming 2 America’ Live Up to the Hype? (Wall Street Journal )
How the Oil Market Bounced Back From a Year of Crisis (Wall Street Journal )
Inside Pfizer’s Fast, Fraught, and Lucrative Vaccine Distribution (Bloomberg )
Buffett’s NetJets to Buy 20 Supersonic Luxury Planes From Aerion (Bloomberg )
Vaccine Shipments Present a Security Challenge Worthy of a James Bond Film (Bloomberg )
Novartis agrees to help make CureVac COVID-19 vaccine (MarketWatch )
Hedge funds cash in on the ‘great reflation trade’ (Financial Times )
More Rate Scares Ahead for Stocks (Wall Street Journal )
Exxon vs activists: can disenchanted investors force change? (Financial Times )
US Treasury bond wobble heightens concerns over health of $21tn market (Financial Times )
Financials may be a silver lining in bond market rout (Financial Times )
Property and the pandemic: the great reckoning that never seems to arrive (Financial Times )
Saudi Arabia says Khashoggi report won’t set back US relations (Financial Times )
Bitcoin cannot replace the banks (Financial Times )
Las Vegas Sands sells the Venetian, Sands Expo for $6.25B (FoxBusiness )
SPACs are now a $700 billion market: Morning Brief (Yahoo! Finance )
Analysis: Fed may need more than words in next battle with markets (Reuters )
Oil up as OPEC+ considers rollover rather than raising output (Street Insider )
Apollo to Acquire Retailer Michaels for $3.3 Billion in Cash (Bloomberg )
Companies Are Feeling the Inflation Pinch. What to Watch Next. (Barron’s )
Forget GameStop. If You Want Real Risk, Invest in Supercars (Bloomberg )
Fox News Finds It’s Back in Familiar Spot: Prime-Time Lead (Bloomberg )
‘Big Short’ investor Michael Burry says governments may ‘handicap’ bitcoin – and doubts it can disrupt global finance (Business Insider )
Oil industry is getting greener faster as U.S. policy shifts to climate change (CNBC )
Cruise Stocks Get Upgraded by Macquarie, Because Covid’s Worst Is in the Past (Barron’s )
There Probably Won’t Be a Post-Covid Wave of Foreclosures (Barron’s )
U.S. Vaccine Shortage Could Soon End With Oversupply (Barron’s )
Democrats Are Already Looking Ahead to More Economic Relief (Barron’s )
Here’s the problem the Fed is fueling — and it’s not inflation, strategist says (MarketWatch )
Big Oil ‘Friends’ the Carbon Tax (Wall Street Journal )
CVS, Walgreens Look for Big Data Reward From Covid-19 Vaccinations (Wall Street Journal )
Houston’s Big Oil Conference Goes Green as Energy Transition Accelerates (Wall Street Journal )
The Money Gusher Says There’s No Stocks Bubble Yet (Bloomberg )
Space Will Be a Software Business Too (Barron’s )
Goldman Sachs says it’s the beginning of a structural bull market in commodities (MarketWatch )
Value Investing Is Finding Favor in Emerging Markets. Here’s What To Own Now. (Barron’s )
Wall Street Bullishness Is Becoming a Contrarian Sell Signal (Bloomberg )
The Energy Report 03/02/2021 (Phil Flynn )
Big Oil Faces Off Against Clean-Energy Giants (Wall Street Journal )
Rocket’s Mortgage Engine Is Still Running Hot (Wall Street Journal )
Fed policy changes could be coming in response to bond market turmoil, economists say (CNBC )
Saudi Arabia and Russia are at loggerheads again, but OPEC meeting ‘unlikely to ruin the oil party’ (CNBC )
Investor Dan Loeb says he’s been exploring cryptocurrencies to bridge the gap between traditional finance and new ‘controversial ideas’ (Business Insider )
Warren Buffett May Yet Have His Revenge on Dave Portnoy (Bloomberg )
More Space Stocks Are Coming. Investors Are Pleased. (Barron’s )
U.S. to Take Hard Line on Chinese Trade Practices, Administration Says (Wall Street Journal )
United Airlines Buys 25 New Boeing 737 MAX Jets (Wall Street Journal )
These Undervalued Stocks Are Set to Beat Pre-Covid Earnings (Barron’s )
J&J’s Vaccine Is Authorized. Here’s What It Means for the Stock. (Barron’s )
12 Stocks and Funds to Play the Coming Green Boom for Utilities (Barron’s )
U.K. Builders Are Surging. Morgan Stanley Says Government Program to Help Housing Market. (Barron’s )
Iran Rejects Offer of Direct U.S. Nuclear Talks, Ratcheting Up Tension With West (Wall Street Journal )
Biden offers support to Amazon workers attempting to unionize in Alabama (New York Post )
Trump calls on states to address tech monopolies if congress fails to act (New York Post )
10-year Treasury yield holds below 1.50% as bond market selloff cools (MarketWatch )
How Exxon Could Send Its Stock Even Higher (Barron’s )
Oil prices resume rally ahead of this week’s OPEC+ decision on crude production (MarketWatch )
South Korean exports rise for 4th straight month (MarketWatch )
5 Industrial Stocks Poised to Benefit From Rising Inflation (Barron’s )
U.S. Enlists Allies to Counter China’s Technology Push (Wall Street Journal )
How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last (Wall Street Journal )
OPEC oil output falls in February on Saudi additional cut – survey (Reuters )
Australian central bank boosts bond purchases after borrowing costs soar (Financial Times )
Warren Buffett Defends Berkshire Hathaway’s $25 Billion in Buybacks (Wall Street Journal )
Great-Grandma Who’s a Dodge Superfan Still Drag Races for Fun (thedrive )
House passes $1.9tn Covid stimulus package (Financial Times )
Maserati’s New 630 HP MC20 Is the Marque’s First Supercar in Nearly Two Decades (Robb Report )
Cold weather results in near-record withdrawals from underground natural gas storage (EIA )
Pfizer Vaccine Curbs COVID Transmissions in Israel by Nearly 90% (Futurism )
Texas natural gas production fell by almost half during recent cold snap (EIA )
Free of IPO Constraints, SPACs Can Make ‘Absurd’ Financial Projections — And This Hedge Fund Manager Says The Fallout Is Coming (InstitutionalInvestor )
Technology & The Financial Printing Press (OSAM )
‘Excessive stimulus’ puts value stocks on track to outperform growth over next 4 years, says Stifel’s Bannister (MarketWatch )
Howard Marks: ETNow (Oaktree Capital )
Our Ultimate Stock-Pickers’ Top 10 High-Conviction Purchases (Morningstar )
Cruise operators see brighter horizon as vaccines spur bookings (Financial Times )
Treasury yields fall after savage bond sell-off abates (Financial Times )
Buffett warns of ‘bleak future’ for debt investors (Financial Times )
The art insider’s guide to Italy (Financial Times )
US removes stumbling block to global deal on digital tax (Financial Times )
Charlie Munger, Vice Chairman of Berkshire Hathaway, speaks at the Daily Journal Annual Meeting (Yahoo! Finance )
Historically High Froth in Speculative Stocks (quantifiableedges )
Opinion: Most investors don’t like accelerating inflation — but this one group does (MarketWatch )
Recent Typical March Trading: Strength Early & After Mid-Month (Almanac Trader )
Americans of All Stripes Are Flush With Cash (Wall Street Journal )
During COVID, e-sports have been big business (Fortune )
If you haven’t followed NFTs, here’s why you should start (techcrunch )
2022 Land Rover Defender Gets Beastly 518-Horsepower V8 (mensjournal )
To Prevent Blackouts from Happening Again, Texas Should Go Nuclear (manhattan-institute )
Mexico’s Long War: Drugs, Crime, and the Cartels (CFR )
The Florida Panthers Haven’t Made A Real Playoff Run In Decades. That Could Change This Year. (538 )
The Feynman Learning Technique (Farnam Street )
What’s Behind the Boom in Agricultural Commodities (Podcast) (Bloomberg )
Utilities Offer Yield and a Way to Play Green Energy. And Their Stocks Are Cheap. (Barron’s )
Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders (Berkshire Hathaway )
Biden Won’t Penalize Saudi Crown Prince Over Jamal Khashoggi’s Killing (New York Times )
How Brazil Could Boost Its Market After Petrobras Shake-Up (Barron’s )
3 Ways Jane Fraser Can Fix Citigroup—and Why the Stock Is a Buy (Barron’s )
Three Charts You Need to See (LPL Research )
General Dynamics, ManTech and Northrop Grumman awarded $4.45B AF contract (TheFly )
Here’s what one hedge fund trader says happened in Thursday’s bond-market tantrum, which sent the 10-year Treasury yield to 1.60% (MarketWatch )
Explainer: Why rising rates are unsettling Wall Street (New York Post )
Buffett’s Berkshire Snaps Up Record $24.7 Billion of Own Stock (Bloomberg )
U.S. to Impose Sweeping Rule Aimed at China Technology Threats (Wall Street Journal )
Roblox Looks to Expand Its Tween Empire to Middle-Aged Workers (Bloomberg )
Musk Says Nickel Is ‘Biggest Concern’ For Electric-Car Batteries (Bloomberg )
Paul Singer Warns of Trouble, and Is Eager to Say ‘Told You So’ (Bloomberg )
A worryingly large number of US stocks are expensive, crowded, and pose a downside risk to the S&P 500, says Bank of America (Business Insider )
FDA Committee Votes in Favor Of Johnson & Johnson’s Covid-19 Vaccine (Barron’s )
The TikTok ‘Hit It, Get It’ Stock Market (SeekingAlpha )
Boost to Household Income Primes U.S. Economy for Stronger Growth (Wall Street Journal )
Fingering Saudi Crown Prince in Khashoggi Killing Without Punishing Him, Biden Seeks to Reshape Ties to Riyadh (Wall Street Journal )
The economy is heating up again and it’s good news for millions of unemployed (MarketWatch )
