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These 8 Value Stocks Will Benefit From an Economic Recovery (Barron’s )
Flying Cars, of a Sort, Are Coming. There Are Two Stocks for That. (Barron’s )
US Strikes Iran-backed Militias In Syria In Biden First (Barron’s )
So long, there-is-no-alternative trade. What should investors do now? (MarketWatch )
Pfizer vaccine can reduce transmission after 1 dose, new study finds (MarketWatch )
Texas freeze helps rival oil exporters like Saudi Arabia, may influence OPEC (CNBC )
Post-Covid-19, Shipping Tailwinds Will Still be Strong (Wall Street Journal )
Khashoggi killing report will test US-Saudi relations (Financial Times )
Charlie Munger: It’s ‘absolute insanity’ to think owning 100 stocks instead of five makes you a better investor (Yahoo! Finance )
Risk-Parity Quants Hammered by Stocks and Bonds Moving Together (Bloomberg )
Boost to Household Income Primes Economy for Growth (Wall Street Journal )
Pfizer and BioNTech Studying Third Covid-19 Vaccine Dose to Fight New Strains (Wall Street Journal )
Global Trade Roars Back From Depths of Covid-19 Pandemic (Wall Street Journal )
Rare Bond-Market Inversion Signals Short-Lived Boost to Inflation (Wall Street Journal )
U.S. consumer spending rebounds in January (Reuters )
Highlights from Charlie Munger at the Daily Journal Annual Meeting (Yahoo! Finance )
You May Not Want It. The Energy Report 02/25/2021 (Phil Flynn )
As the vaccine rollout gathers pace, this could be the ‘trade of the decade’ (MarketWatch )
Nothing Lucid About a $57 Billion Valuation for an Electric-Vehicle Startup (Wall Street Journal )
Big Banks Love Rising Interest Rates: 4 Dividend Stocks to Buy Now (24/7 Wall Street )
DoorDash Investors Should Relish Their Feast (Wall Street Journal )
U.S. Food and Drug Administration Analysis of Johnson and Johnson Vaccine Finds Safe and Effective—EUA Anticipated Soon (trialsitenews )
Pfizer Will Test Third Dose of Vaccine to Protect Against Variants (Barron’s )
A New Oil Dividend Trend Could Pay Off for Investors (Barron’s )
A new wave of fearless retail investors could be ready to pour $170 billion into stocks, says Deutsche Bank (MarketWatch )
Dividends Could Rise 5% in a Rebound Year, Helped by More Special Payouts (Barron’s )
Here are 3 reasons that the stock market can survive rising bond yields in 2021 (MarketWatch )
Opinion: These 15 companies are run in a Warren Buffett-like way (MarketWatch )
Paramount+ promises a ‘Godfather’ streaming series and a ‘Frasier’ reboot. (New York Times )
Losing Bid for Postal Contract Proves Costly for Electric-Vehicle Maker (New York Times )
UBS Upgrades AstraZeneca (AZN:LN) (AZN) to Buy on ‘Much Cleaner Pro-Forma Profile’ (Street Insider )
Charlie Munger Talks Bitcoin, SPACs And GameStop Mania: ‘It Must End Badly, But I Don’t Know When’ (Benzinga )
Boeing Trying To Resume Max 737 Flights In Asia: Report (Benzinga )
Powell pulls his punches on benefits of more fiscal stimulus (Financial Times )
Inflation fears rattle global bond markets (Financial Times )
Buffett’s Letter to Break Months of Silence Amid Tumult in U.S. (Bloomberg )
SPAC and ESG Fads on Collision Course With Billions at Stake (Bloomberg )
Cathie Wood’s Tesla Noise Is Deafening Investors (Bloomberg )
Chevron CEO on modern leadership: You can’t be afraid to make yourself heard (CNBC )
Australia passes law to make Google, Facebook pay for news (USA Today )
J&J’s Covid-19 Vaccine Is Safe and Effective, FDA Says, Paving Way for Approval (Wall Street Journal )
Israeli Study Finds Pfizer Shot Equally Effective for Young and Old (Wall Street Journal )
Saudi Arabia Borrows at Negative Rates for First Time as Oil Recovers (Wall Street Journal )
Why Higher Rates Are Hammering Big Tech (Wall Street Journal )
Yellen describes vaccines as global economy’s ‘strongest stimulus’ in G-20 letter (MarketWatch )
The Cereal Industry Had a Very Weird Year (Bloomberg )
To Make More Covid-19 Vaccines, Rival Drugmakers Team Up (Wall Street Journal )
Why the Fed Needs to Prove Its New Tolerance for Inflation (Barron’s )
Stocks Rise as Fed Chair Says Light at the End of the Tunnel Remains Distant (New York Times )
‘Reflation Trade’ Looks Promising. These Assets Look Too Hot. (Barron’s )
Box Shares Rally on Report Starboard May Seek Three Additional Board Seats (Barron’s )
Wells Fargo Is Streamlining More of Its Operations. What It Means for the Stock. (Barron’s )
Structured Notes Saw Record Demand in a Volatile 2020. Investors Should Mind the Fine Print. (Barron’s )
Credit Suisse Raised its S&P 500 Price Target. Thank Earnings Momentum. (Barron’s )
Powell Focuses on Economic Need at Key Moment in Markets and Politics (NYT )
Why it may be time to buy airline stocks (Yahoo! Finance )
5 Analyst Favorite Stocks at Raymond James Are Perfect Reopening Theme Buys (24/7 Wall Street )
P&G CEO expects higher demand for cleaning products to outlast pandemic (CNBC )
Roblox is going public: 5 things to know about the tween-centric gaming platform (MarketWatch )
If you think it’s time to shift to value stocks, here are Wall Street’s favorites (MarketWatch )
Here are 3 reasons why the stock market can survive rising bond yields in 2021 (MarketWatch )
CVS says it will reach millions of new customers as it administers COVID vaccine (MarketWatch )
J&J Single-Shot Covid Vaccine Found Effective Before FDA Review (Bloomberg )
Delta CEO Predicts Business Travel Comeback With Two Key Metrics (Bloomberg )
Exelon to Separate Power-Generation Business Via Spinoff (Bloomberg )
For the Posh, Bentley’s New Flying Spur Is Practically Pious (Bloomberg )
Iran Limits Access to Nuclear Sites but Open to Talks With U.S. (Wall Street Journal )
Powell says inflation is still ‘soft’ and the Fed is committed to current policy stance (CNBC )
6 Inexpensive Stocks for Market Contrarians (Barron’s )
World’s Largest Hedge Fund Manager Warns Emerging Tech Stocks In “Extreme Bubble” (ZeroHedge )
Tesla Stock Is in a Bear Market. It’s Taking Other EV Stocks With It. (Barron’s )
Consumer Demand Snaps Back. Factories Can’t Keep Up. (Wall Street Journal )
Tech Stocks Outside U.S. Also Hammered as Interest Rates Rise (Barron’s )
Roblox Sets Date to Go Public Through a Direct Listing (Barron’s )
Carl Icahn Charges Up FirstEnergy Stock (Barron’s )
The Reflation Trade Is Well Underway. How Long Can Investors Keep Smiling? (Barron’s )
U.S. Consumers Have Spending Power. Here Are 11 Retail Stocks to Play the Economic Recovery. (Barron’s )
How Much Do Central Banks Fear the Bond Toddler? (Bloomberg )
Analysis: How rich is Saudi Arabia? Kingdom does the math in balance sheet overhaul (Reuters )
Fed’s Powell heads to Congress with economy at a crossroads (Reuters )
Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank (Bloomberg )
House committee clears $1.9T COVID relief package (FoxBusiness )
The Energy Report 02/23/2021 (Phil Flynn )
When is stimulus too much for markets? (Financial Times )
Re-opening trades keep ripping: Morning Brief (Yahoo! Finance )
US Home Prices Accelerate At Fastest Pace Since 2014 (ZeroHedge )
BofA hikes 2021 Brent price view by $10/bbl on strong oil balances (Reuters )
AMC Stock Jumps as New York City Says Cinemas Can Reopen (Barron’s )
Historic Gains in Small Stocks Highlight Investor Exuberance (Wall Street Journal )
More Than 209 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg )
Astra Antibody Trials Show Promising Signs Against Variants (Bloomberg )
Oil and Gas Industry ‘Demonized,’ Novatek Says: IP Week Update (Bloomberg )
Indian billionaire says the country’s regulators need to ‘step in and ban bitcoin’ (CNBC )
Churchill Capital Corp IV plunges 35% after Lucid Motors strikes SPAC deal to go public with a $24 billion valuation (Business Insider )
A tangled market web of Tesla-bitcoin-ARK Investment could spell trouble for investors, warns strategist (MarketWatch )
F.C.C. Broadband Plan Includes $50 Monthly Subsidy for Millions (New York Times )
Australia, Facebook agree to lift news ban (USA Today )
Gas Surges Above $3 In These States as Oil Prices Jump (24/7 Wall Street )
If Inflation Is Coming, These Stocks Will Benefit the Most (Barron’s )
Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s )
Four Things to Know About the Housing Market in 2021 (Barron’s )
Blue-Collar Jobs Boom as Covid-19 Boosts Housing, E-Commerce Demand (Wall Street Journal )
Bond Selloff Prompts Stock Investors to Confront Rising Rates (Wall Street Journal )
Why an Animated Flying Cat With a Pop-Tart Body Sold for Almost $600,000 (New York Times )
Canada To Follow Australia’s Lead In Charging Facebook For Links (ZeroHedge )
The 20th Annual Rich List, the Definitive Ranking of What Hedge Fund Managers Earned in 2020 (Iinstitutional Investor )
Biden’s $1.9 Trillion Stimulus Plan Enters Three-Week Congress Dash (Bloomberg )
Strategists Pick Commodities as a Favorite Way to Play Reflation (Bloomberg )
Wall Street Is Inflation-Proofing Its Debt-Market Portfolios (Bloomberg )
Exxon Pushed for Net-Zero Goal by Activist Shareholder (Bloomberg )
Bubble Warnings Go Unheeded as Everyone Is a Buyer in Stocks (Yahoo! Finance )
The Four Basic Truths of Macroeconomics (Bloomberg )
This strategist lists 7 reasons that stocks are a buy even as bond yields climb (MarketWatch )
General Electric (GE) PT Raised to $15 After Goldman Sachs Hosts Virtual NDR (StreetInsider )
Smartphone sales have dropped two calendar years straight for the first time, according to Gartner. (CNBC )
Inflation Angst Is About to Rewrite the Stock Market Playbook (Bloomberg )
The Transcript 02.15.2020 (theweeklytranscript )
‘Trillions’ Are the New Billions: How the Federal Budget Grew Detached from Reality (manhattan-institute )
Facebook pulled the trigger on Australian news — and shot itself in the foot (thenextweb )
How Mathematician Katherine Johnson Helped Make Human Space Flight Possible (Robb Report )
Is A/D Line Signally Late-February Weakness? (Almanac Trader )
Bugatti Reveals $8.8 Million, 1,600-HP Centodieci Hypercar (Maxim )
form follows aerodynamics with the all-new mclaren artura hybrid supercar (designboom )
Bitcoin and ethereum prices ‘seem high,’ says Musk (Reuters )
From Tokyo to Texas, Forbes Travel Guide’s New Five-Star Hotels For 2021 (Forbes )
David Lynch’s Industrious Pandemic (The New Yorker )
Oracle Is Turning Into a Cloud Giant. Why Its Stock Is a Buy. (Barron’s )
Asset managers rush to shore up portfolios against inflation (Financial Times )
Top 100 places to eat in the US in 2021, according to Yelp (USA Today )
Some Covid-19 Vaccines Are Effective After One Dose, Can Be Stored in Normal Freezers, Data Show (Wall Street Journal )
JPMorgan still thinks the S&P 500 can rally another 12% this year as US consumer spending explodes for these 7 reasons (Business Insider )
‘Green bubble’ warnings grow as money pours into renewable stocks (Financial Times )
Why This Bull Market Shows No Sign of Ending Soon (Barron’s )
Warren Buffett’s Letter to Shareholders Is Coming. What Investors Want to See. (Barron’s )
BDCs Yield Around 9%, but Their Quality Varies. Here’s How to Judge Them. (Barron’s )
What Gene Editing Can Do for Humankind (Wall Street Journal )
U.S. stock-market investors are already betting on an infrastructure spending spree (MarketWatch )
Yes, Rates Are Rising. But Equity Investors Don’t Seem to Care. (Barron’s )
Tech Valuations Are Getting Scary. Here’s How We Know. (Barron’s )
Bank Stocks Are Getting Hot. They Still Have Room to Run. (Barron’s )
The Doves Are in Charge Again. What That Means for Interest Rates (Barron’s )
The Argument for the Reborn Chesapeake Energy (Barron’s )
Carl Icahn Charges Up FirstEnergy Stock (Barron’s )
Biden Says He’s Open to Making His $1.9 Trillion Aid Plan ‘Cheaper’ (Barron’s )
Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s )
‘Big Short’ investor Michael Burry says ‘prepare for inflation’ – and warns bitcoin and gold might be at risk (Business Insider )
How Carl Icahn could create value with this health company, which has many valuable businesses (CNBC )
Katie Haun on the Dark Web, Gangs, Investigating Bitcoin, and The New Magic of “Nifties” (NFTs) (#499) (Tim Ferriss )
Investors, Don’t Succumb To The Fear Of Missing Out (Forbes )
What Gene Editing Can Do for Humankind (Wall Street Journal )
Why Your Wild Trading Ideas Feel So Right (Wall Street Journal )
Treasury Secretary Janet Yellen makes push for major stimulus, sees bigger risk in not doing enough (CNBC )
We’ll Have Herd Immunity by April (Wall Street Journal )
Why 5 Buy-Rated Energy Stocks May Have Much Higher Upside Potential (24/7 Wall Street )
FirstEnergy says activist investor Carl Icahn looking to buy stake (Yahoo! Finance )
Millennium emerges as top hedge fund investor in Spacs (Financial Times )
Single Dose of Pfizer Vaccine Is 85% Effective, Study Shows (Barron’s )
Novavax Unveils Potentially Huge Deal to Supply Vaccines (Barron’s )
The Big Oil Stocks That Goldman Says Have up to 50% Upside Ahead of a Global Recovery (Barron’s )
Hedge funds on the lookout: ‘they don’t want to get burned’, says analyst as GameStop-style short interest falls (MarketWatch )
Fluor Is Engineering a Turnaround. Its Stock Could Soar 80%. (Barron’s )
‘I am not a cat’: GameStop hearing provides drama and humor (USA Today )
Pfizer says vaccine can be stored in normal freezer temperatures: Latest COVID-19 updates (USA Today )
Can Allbirds Live Up to Its $1 Billion Valuation? (Bloomberg )
Billionaire Peterffy Says N.Y. Rich in Florida Are There to Stay (Bloomberg )
Billionaire investor Bill Gross made $10 million betting against GameStop — after he was down $15 million at one point (Business Insider )
Walgreens to start receiving 480,000 COVID-19 vaccine doses a week (MarketWatch )
How Redditors Find the Next GameStop Stock (Wall Street Journal )
Clubhouse and Twitter Spaces: The New Way to Play, Network and Escape Video Calls (Wall Street Journal )
Leon Cooperman Calls for Reinstating the Uptick Rule (Bloomberg )
Shipping Container Shortage Gives Commodity Prices Extra Boost (Wall Street Journal )
Wells Fargo stock extends surge after Wall Street’s lone bear said it’s no longer a sell (MarketWatch )
Mercedes Owner Daimler Says Profit Surged 48% in 2020 on High Demand for Premium Vehicles, Will Spin-Off and List its Daimler Truck Division (StreetInsider )
VIX Outlook ‘Less Controversial’ Going Forward After Dipping Below 20 for the First Time in 255 Days – UBS (StreetInsider )
Hedge funds, Robinhood face grilling by Congress over GameStop Reddit rally (StreetInsider )
U.S. weekly jobless claims unexpectedly rise (Reuters )
Food Prices Continue to Rise. Expect Bigger Grocery Bills. (Barron’s )
GE CEO Larry Culp Is Talking About 2021. Cash Flow Is the Key. (Barron’s )
U.S. Retail Sales Rose Strongly on Stimulus in January (Wall Street Journal )
Should AT&T Or Verizon Try To Acquire Nokia In 2021? (Yahoo! Finance )
Dogecoin Has a Top Dog Worth $2.1 Billion (Wall Street Journal )
Oil Prices Are Up, but Frackers Stay on the Sidelines—for Now (Wall Street Journal )
Wells Fargo’s $8 Billion Question: How to Slash Costs Without Angering Regulators (Wall Street Journal )
McLaren’s $258,000 Hybrid Boasts Blazing Speed (Bloomberg )
U.S. Housing Starts Fell in January for First Time Since August (Bloomberg )
Music Mogul Buys Beach Boys Songs, Calling Band ‘Underappreciated’ (Bloomberg )
Bob Pisani explains how ‘payment for order flow’ works (CNBC )
Walmart shares fall on earnings miss, retailer sees sales growth slowing (CNBC )
How Lamborghini learned to love the SUV (CNBC )
No Pandemic Sugar Rush for Nestlé (Wall Street Journal )
Robinhood heads to the Hill: What to watch at the Congressional hearing (Financial Times )
Berkshire Reveals New Positions In Chevron, Verizon; Exits JPM; Trims Apple, Wells: Full 13F Summary (ZeroHedge )
Goldman Tells Clients To “Add Energy” Stocks Which Are Badly Lagging Commodities (ZeroHedge )
5 Health Care Laggards With Healthy Upside Potential (24/7 Wall Street )
February Bank of America Global Fund Manager Survey Results (Summary) (HedgeFundTips )
This Is What Hedge Funds Bought And Sold In Q4: Complete 13F Summary (ZeroHedge )
Waiting for Big Pharma’s Coronavirus Profits to Impress Wall Street (Wall Street Journal )
Energy Transfer (ET) to Acquire Enable Midstream Partners (ENBL) in $7 Billion All-Equity Transaction (Street Insider )
U.S. shale could face weeks of depressed oil production due to cold (Reuters )
Baupost Group Takes a Large Stake in Intel (Institutional Investor )
Mario Draghi lays out ambitious reforms for Italy (Financial Times )
‘We got lucky’: hedge funds that cashed in on the Reddit rally (Financial Times )
Total chief warns of renewable energy bubble (Financial Times )
The Riskiest Stocks Are in Favor. Why That Probably Won’t Change Soon. (Barron’s )
Fed’s Yield-Curve Control Isn’t for Taming Long Bonds (Bloomberg )
How Roblox, a video game platform for kids, became a $30 billion company (CNBC )
‘Big Short’ investor Michael Burry joins Warren Buffett in betting on Kraft Heinz (Business Insider )
COVID-19 cases are dropping like a rock: Morning Brief (Yahoo! Finance )
Why Rare Earths May Leave Europe and U.S. Vulnerable (Bloomberg )
Building an Ice Rink in Your Backyard? ‘Water and Gravity Will Always Win’ (Wall Street Journal )
Bulk Condo Buyers Descend on Manhattan, Looking for Cut-Rate Deals (Wall Street Journal )
