Be in the know. 30 key reads for Tuesday…

  1. Iraq Rocket Attack Targets U.S.-Led Coalition, in Test for Biden (Wall Street Journal)
  2. Cyclicals shine as Wall Street scales new peak on stimulus, recovery bets (Reuters)
  3. Green New Deal Preview. The Energy Report 02/16/2021 (Phil Flynn)
  4. Joe Rogan & Elon Musk – Episode #1609 (spotify)
  5. Amazon, Facebook, and 22 of the Most Undervalued Stocks Right Now (Barron’s)
  6. BofA Clients With $614 Billion Hike Risk-Taking to New Records (Bloomberg)
  7. In the Long Run, Stocks Really Do Go Up (Wall Street Journal)
  8. Larry Kudlow’s new show airs Today on FOX Business (Fox Business)
  9. Natural-Gas Prices Spike as Brutal Winter Storm Hits Swaths of the U.S. (Barron’s)
  10. BP and Chevron Have Made a Landmark Bet on This New Form of Clean Energy (Barron’s)
  11. 10-year Treasury yield climbs to 1.25% amid vaccine rollouts, hope of fiscal spending (MarketWatch)
  12. Why Soaring Clean Energy Stocks May Come Back Down to Earth (Barron’s)
  13. What Is Berkshire Hathaway’s Mystery Stock? (Barron’s)
  14. With Complacency At 20 Year Highs, JPM Models Warn Of Imminent Correction (ZeroHedge)
  15. United Airlines Buys $1 Billion Of Flying Taxis For 2024 Launch (ZeroHedge)
  16. The Single Biggest Threat To The Electric Vehicle Boom (Yahoo! Finance)
  17. CVS Health beats profit, revenue expectations, as it has administered more than 3 million COVID-19 vaccines (Yahoo! Finance)
  18. What Keystone Pipeline Cancellation Means For Crude-by-rail (Yahoo! Finance)
  19. The New 911 GT3 Is One Porsche You’re Going to Want in Stick Shift (Bloomberg)
  20. Amazon and UPS Are Kingmakers in EV Bubble (Bloomberg)
  21. Blackouts Hit 13 States Beyond Texas in Deepening Power Crisis (Bloomberg)
  22. Ocean-Cargo Boom Fuels $10 Billion Spree for New Container Ships (Bloomberg)
  23. Howard Marks and Joel Greenblatt discussed market bubbles, tech stocks, and investing tips in a recent interview. Here are the value investors’ 9 best quotes. (Business Insider)
  24. U.S. Freeze Cuts Oil Output by Over 2 Million Barrels a Day (Bloomberg)
  25. Cyclicals shine as Wall Street scales new peak on stimulus, recovery bets (Reuters)
  26. Lower-Income Covid-19 Aid Recipients Seen Boosting Consumer Spending (Wall Street Journal)
  27. Forget Self-Driving Cars—the Pentagon Wants Autonomous Ships, Choppers and Jets (Wall Street Journal)
  28. Mining investors set to enjoy huge cash bonanza (Financial Times)
  29. Biden steps up stimulus pitch in push to seal deal with Congress (Financial Times)
  30. US earnings season shows corporate sector rebound (Financial Times)

Be in the know. 10 key reads for Monday…

  1. Mortgage Investors Look Back to the Future (Wall Street Journal)
  2. The Uberization of Private Jets Might Be Here to Stay (Wall Street Journal)
  3. Nikkei Breaks Through 30,000 Level As Global Rally Continues With U.S. (Barron’s)
  4. This Is Where the Real Stock Market Bubble Is (Barron’s)
  5. Oil futures reach 13-month high as global stocks advance with U.S. markets shut (MarketWatch)
  6. The Pandemic Could Be ‘Effectively’ Over by April, According to J.P. Morgan (Barron’s)
  7. Wall Street’s fear index is on the verge of closing below a key level that signals more upside ahead for the stock market, Fundstrat says (Business Insider)
  8. Cold Weather Cuts Permian Oil Output by 1 Million Barrels a Day (Bloomberg)
  9. JPMorgan’s Barometer Says Markets Most Complacent in Two Decades (Bloomberg)
  10. Forecasters Lift Expectations for 2021 Economic Growth (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. Speculative Traders Add Billions to ‘Meme’ Stocks at New Records (bloomberg)
  2. What’s Amazon’s Secret? (New York Times)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. BOND YIELDS CONTINUE TO CLIMB — THAT’S HELPING BANK STOCKS (stockcharts)
  5. No Car Sold Faster in America This January Than the C8 Corvette (RobbReport)
  6. Elon Musk on Joe Rogan: Tesla Roadster to ‘Hover’ and Why Musk Spends ‘Zero’ Time Thinking About Aliens (Maxim)
  7. It’s high time for the U.S. to build a high-speed rail network (digitaltrends)
  8. Taylor Swift Misses the Old Taylor Swift, Too (theatlantic)
  9. Maybe YOU’RE Overbought (allstarcharts)
  10. Baby Boomers Could Start Demanding Cash to Own FANG Stocks (bloomberg)

Be in the know. 30 key reads for Saturday…

  1. JPMorgan Predicts That The Biggest Short Squeeze Yet Begins Next Month (ZeroHedge)
  2. ‘Digital tulip’ or new asset class? Bitcoin’s bid to go mainstream (Financial Times)
  3. Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
  4. The Transcript 02.08.21 (theweeklytranscript)
  5. Yellen signals US return to multilateralism in first G7 meeting (Financial Times)
  6. Google Agrees To $76 Million Settlement With French Publishers (ZeroHedge)
  7. Madison Square Garden exec says arena reopening ‘earlier than expected’ (New York Post)
  8. CDC releases new guidance for US school reopenings (Financial Times)
  9. More Than 168 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg)
  10. SPACs used to be a joke in Silicon Valley — now they’re going mainstream (CNBC)
  11. The GameStop mania might be over, but retail investors look here to stay (CNBC)
  12. Maryland Approves Country’s First Tax on Big Tech’s Ad Revenue (New York Post)
  13.  Stock market stoked by stimulus hopes — here’s what investors are counting on (MarketWatch)
  14. Airlines Will Emerge From Turbulence. This One Looks Like the Best Bet. (Barron’s)
  15. Mark Mobius: Emerging Markets Will Outperform After Covid (Barron’s)
  16. Dan Loeb: Fourth Quarter 2020 Investor Letter (ThirdPoint)
  17. Investors pour record $58bn into global stock funds in single week (Financial Times)
  18. A Drop in the ‘Fear Gauge’ Could Boost Stocks. Watch This Number. (Barron’s)
  19. $70 Oil Now Likely, Prominent Analyst Says (Barron’s)
  20. Value is not a factor but a philosophy (Pzena)
  21. The Stock Market Keeps Rising. The Reasons to Be Hopeful Are Also the Reasons to Worry. (Barron’s)
  22. China Bulls Are Running as Year of the Ox Dawns (Barron’s)
  23. 12 Life Lessons From Mathematician and Philosopher Gian-Carlo Rota (Farnam Street)
  24. Coty Stock Tumbled After Earnings. It’s Time to Buy. (Barron’s)
  25. Energy Stocks Still Offer Plenty of Value (Barron’s)
  26. 10-year U.S. Treasury yield surges to highest level in nearly a year (MarketWatch)
  27. Biden climate change fight to fuel commodities supercycle (FoxBusiness)
  28. Should Traders Buy the Dip on Kellogg Stock After Q4 Earnings Miss? (schaeffersresearch)
  29. The Biggest Risk Is Rising Interest Rates (themarket)
  30. Pete Najarian Sees Unusual Option Activity In Wells Fargo And Carnival (Benzinga)

Be in the know. 20 key reads for Friday…

  1. Elon Musk says he wants new Tesla Roadster to hover (New York Post)
  2. Junk-rated companies enjoy record-low US borrowing costs (Financial Times)
  3. Is the party over for top tech stocks?  A decade of dominance is a long time in market history (Financial Times)
  4. Biden to press for $1.9 trillion COVID relief plan with governors, mayors (Reuters)
  5. BofA Securities Warns of 5% to 10% Sell-Off: 5 Safe Dividend Stocks to Buy Now (247wallst)
  6. Clean Tech Valuations Are Wildly Out of Sync With Company Profit (Yahoo! Finance)
  7. The worst stocks are doing the best (Yahoo! Finance)
  8. Why the U.K. Economy May Fast Be Turning the Corner (Barron’s)
  9. Spirit Airlines starts hiring pilots and flight attendants in hopes of a rebound (CNBC)
  10. Taylor Morrison CEO says the strength of housing market is broadening out (CNBC)
  11. Consumer staples stocks are the worst of 2021, but PepsiCo could double in 10 years, trader says (CNBC)
  12. The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)… (ZeroHedge)
  13. Carl Icahn Shows New 7.83% Stake in Bausch Health Companies (BHC) (Street Insider)
  14. The U.S. Will Be Swimming in Covid-19 Vaccines by Midsummer (Barron’s)
  15. Demand for Diesel Is Speeding Ahead. What That Says About the Economic Recovery. (Barron’s)
  16. U.S. Consumer Sentiment Unexpectedly Falls to a Six-Month Low (Bloomberg)
  17. Here’s the main reason Robinhood traders have been able to push stocks higher — and, no, it isn’t by squeezing hedge funds (MarketWatch)
  18. ‘All rallies in the dollar should be sold’ until this piece of the global economy changes (MarketWatch)
  19. Opinion: Why Buffett’s shareholder letter is required reading for investors — and other CEOs (MarketWatch)
  20. Winter Layoffs Show Early Signs of Easing (Wall Street Journal)

Be in the know. 35 key reads for Thursday…

  1. EVs Are the Lowest Climate Priority (Wall Street Journal)
  2. Janet Yellen says “misuse” of cryptocurrencies like bitcoin is a growing problem. The Treasury secretary said cryptocurrencies – which are booming – have been used to finance drugs and terrorism. (Business Insider)
  3. Morgan Stanley Sees a Looming Battery Supply Shortage That Could Impact Tesla’s (TSLA) Growth Curve (streetinsider)
  4. NIH (National Institutes of Health) Revises Treatment Guidelines for Ivermectin for the Treatment of COVID-19.  Ivermectin is Now a Treatment Option for Health Care Providers (covid19criticalcare)
  5. Large-Cap Value Stocks Could Be Long-Term Winners. Think MetLife and Coca-Cola. (Barron’s)
  6. Energy stocks could surge 42% as oil prices extend one-year highs, Fundstrat’s Tom Lee says (Business Insider)
  7. Inhalable Remdesivir at Contacts or Early Onset Could Generate Large Growth for Remdesivir—Still inEarly Stages Investigation (trialsitenews)
  8. Hedge funds bet on oil’s ‘big comeback’ after pandemic hobbles producers (Reuters)
  9. The Science Behind Miracles (pocket)
  10. With Vaccines in More Drugstores, Pharmacies Go on Hiring Sprees (New York Times)
  11. The Fed Chair Is Worried About Getting People Back to Work (New York Times)
  12. Facebook Is Said to Be Building a Product to Compete With Clubhouse (New York Times)
  13. Next Stop for Electric-Vehicle SPAC Mania: the Jetsons (Wall Street Journal)
  14. 793,000 Americans filed for unemployment benefits last week (Fox Business)
  15. Dan Loeb of Third Point talks short selling madness (Fox Business)
  16. Microsoft approached Pinterest about a takeover (Financial Times)
  17. US banks push Fed for extension of Covid capital relief (Financial Times)
  18. Pot Stocks Are Flying High Again. It’s Not Just Reddit. (Barron’s)
  19. AstraZeneca aims to accelerate adaptation of vaccine for new Covid variants (Financial Times)
  20. Royal Dutch Shell Stock Looks Cheap as Oil Rebounds (Barron’s)
  21. Trivago’s Earnings Offer Hints of When and How Travel Will Return (Barron’s)
  22. Don’t Ban Private Prisons. Make Them Part of the Solution. (Barron’s)
  23. The fifth commodity supercycle has started, says highly-regarded JPMorgan strategist (MarketWatch)
  24. Polar Vortex Split Sends Propane Demand To Near Two Decade Highs (ZeroHedge)
  25. Direct indexing looks set to disrupt the retail ETF market (Financial Times)
  26. Good sign for economy: Employers add temps, hours (USA Today)
  27. What is Clubhouse, the buzzy new audio chat app? (USA Today)
  28. Americans’ Saved-Up Stimulus Checks Could Bring Economic Boost (Bloomberg)
  29. The Koenigsegg Gemera Has 1,700 Horsepower—and a Proper Back Seat (Bloomberg)
  30. Kraft Heinz shares rise after earnings beat, Planters deal with Hormel announced (marketwatch)
  31. Parents are set to be some of the biggest winners under the Biden administration. Here are 4 ways Democrats aim to support families. (businessinsider)
  32. How Covid led to a $60 billion global chip shortage for the auto industry (CNBC)
  33. It Can Be Surprisingly Affordable to Own a Watch Designed by Legend (bloomberg)
  34. The SPAC Boom, Visualized (Wall Street Journal)
  35. United Airlines to Buy 200 Flying Electric Taxis to Take You to the Airport (Wall Street Journal)

Be in the know. 15 key reads for Wednesday…

  1. Twitter Earnings Were Strong. Costs Are Mounting. (Barron’s)
  2. Electricity to power bitcoin surges to new heights as price gets Tesla boost (MarketWatch)
  3. Our 2021 Global Outlook (Bridgewater)
  4. Global demand for oil will be ‘tremendous’ following Biden’s executive orders: Portfolio manager (FoxBusiness)
  5. Centene’s Earnings Fell Short of Estimates. Here’s One Number to Look At. (Barron’s)
  6. The S&P 500 Is Closing In on 4000. What Happens Next. (Barron’s)
  7. Safety at a Reasonable Price: 13 Stocks With Rock-Solid Dividends (Barron’s)
  8. Is the stock market due for a correction in 2021? Here’s what some experts think (MarketWatch)
  9. AstraZeneca Asthma Drug Cuts Covid Hospitalizations in Study (Bloomberg)
  10. CVS, Walgreens to begin COVID-19 vaccinations Friday (USA Today)
  11. Four More Reasons to Worry About U.S. Inflation (Bloomberg)
  12. Lyft jumps 13% after the ride-hailing app said it could turn a profit by the end of the year – if vaccines power a rebound (Business Insider)
  13. Persistent Moves To New Highs Rarely End Abruptly (quantifiableedges)
  14. Eli Lilly Antibody Drug Combo For COVID-19 Gets FDA Emergency Approval (Benzinga)
  15. Brutal Covid-19 Surge in the U.S. Weakens Significantly (Wall Street Journal)

 

Be in the know. 20 key reads for Tuesday…

  1. Occidental Petroleum (OXY) Added to BofA US 1 List; Price Target Raised to $31 (streetinsider)
  2. Investors set for commodities ‘bull run’ as prices rise in tandem (Financial Times)
  3. JP Morgan’s board rejects switch to stakeholder-focused entity (Yahoo! Finance)
  4. Australia’s media bill could become law ‘fairly soon’ despite Google and Facebook objections, minister says (CNBC)
  5. 24 bank stocks with dividends of at least 3.57%, three times what 10-year Treasurys pay (MarketWatch)
  6. The Investor Who Called Tesla at $1,000 Is Now Out of the Stock (Barron’s)
  7. Goldman Sachs boosts US GDP forecast to 6.8% in 2021 and now expects $1.5 trillion in COVID-19 stimulus (Business Insider)
  8. Why Large-Cap Value Stocks Could Be Long-Term Winners (Barron’s)
  9. Some Stocks Are Lagging, While the Dollar Is Rising. That’s a Buying Opportunity. (Barron’s)
  10. What could upend the stock market rally? Watch these red flags, says Credit Suisse (MarketWatch)
  11. NYC restaurateurs flock to Miami for relaxed COVID-19 rules (New York Post)
  12. Wall Street’s Most Reviled Investors Worry About Their Fate (New York Times)
  13. SPAC Analyst Sees Very Brief Window Before Stocks Lose Money (Bloomberg)
  14. Reddit’s valuation doubles to $6 billion after new $250 million funding round (CNBC)
  15. Democrats unveil one-year plan to send up to $3,600 per child to households (CNBC)
  16. ‘Big Short’ investor Michael Burry says Tesla’s $1.5 billion bet on bitcoin was a distraction – and Dogecoin’s record price signals a massive bubble (Business Insider)
  17. Goodyear shares jump 5% premarket after tire maker swings to profit and tops sales estimates (MarketWatch)
  18. BP’s Green Push Is Picking Up Speed with Major New Wind Projects. Winds of Change Are Blowing the Stock Higher. (Barron’s)
  19. Flashing Red? Global Inflation Breakevens Are Breaking Out (ZeroHedge)
  20. Number of registered newborns in China drops 15% in 2020 (Financial Times)

Be in the know. 15 key reads for Monday…

  1. Fundstrat’s Tom Lee pinpoints the single most important indicator signaling strong economic growth – and details his stock-market strategy for taking advantage (BusinessInsider)
  2. Tom Brady and the NFC’s Win Means Nothing for the Stock Market (Barron’s)
  3. 15 Undervalued Stocks With Strong Earnings Growth in 2021 (Barron’s)
  4. We Drove a Ford Mustang Mach-E. We Were Wowed. (Barron’s)
  5. Why heavily shorted stocks began ‘off-the-charts’ rally long before the GameStop frenzy, Deutsche Bank says (MarketWatch)
  6. As ‘Low Quality’ Stages a Comeback, This Utility Looks Set to Break Out (Barron’s)
  7. Here’s how the FAANG companies stack up this earnings season (MarketWatch)
  8. More companies than usual are beating earnings estimates — and sales numbers are just as bullish for the stock market (MarketWatch)
  9. China’s car sales rose 25% in January (MarketWatch)
  10. Treasury Long Bond Reaches 2% Milestone as Global Yields Awaken (Bloomberg)
  11. ‘Big Short’ investor Michael Burry paved the way for the GameStop frenzy when he bought a stake in 2019. Here’s the story of Burry’s game-changing bet. (Business Insider)
  12. Stock futures rally as $1.9T coronavirus relief plan barrels ahead (FoxBusiness)
  13. Wall Street rises as Janet Yellen urges Congress to ‘act big’ on stimulus (Financial Times)
  14. Exxon’s Well-Timed Hop Onto Carbon-Capture Bandwagon (Wall Street Journal)
  15. Apple’s Electric-Vehicle Talks With Hyundai Break Down (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. Tighter Oil Supplies Inject Momentum Into Price Rally (Wall Street Journal)
  2. Amy Klobuchar: Breaking up Facebook ‘has to be on the table’ (Fast Company)
  3. Big Oil Stocks Rally Despite Democrats’ Fossil-Fuel Stance (Bloomberg)
  4. ‘Come off it, Connecticut’: TV hosts poke fun at CT’s bid to make pizza the state food (NewsTimes)
  5. ECRI Weekly Leading Index Update (Advisor Persectives)
  6. Commodities Are Soaring 25%: That’s Consistent With Headline Inflation Of Almost 4% (ZeroHedge)
  7. DoubleLine Warns Events Are In Motion To Remove Dollar As Reserve Currency (ZeroHedge)
  8. Elon Musk Becomes Unlikely Anti-Establishment Hero in GameStop Saga (New York Times)
  9. Super Bowl LV: Tom Brady Just Beat Patrick Mahomes On This Key Stat (Forbes)
  10. Super Bowl LV: The Absolute Best Bets, Odds, and Expert Picks (Maxim)
  11. Ideas for the New Administration (manhattan-institute)
  12. Biden climate actions to jolt electricity prices (FoxBusiness)