- Iraq Rocket Attack Targets U.S.-Led Coalition, in Test for Biden (Wall Street Journal)
- Cyclicals shine as Wall Street scales new peak on stimulus, recovery bets (Reuters)
- Green New Deal Preview. The Energy Report 02/16/2021 (Phil Flynn)
- Joe Rogan & Elon Musk – Episode #1609 (spotify)
- Amazon, Facebook, and 22 of the Most Undervalued Stocks Right Now (Barron’s)
- BofA Clients With $614 Billion Hike Risk-Taking to New Records (Bloomberg)
- In the Long Run, Stocks Really Do Go Up (Wall Street Journal)
- Larry Kudlow’s new show airs Today on FOX Business (Fox Business)
- Natural-Gas Prices Spike as Brutal Winter Storm Hits Swaths of the U.S. (Barron’s)
- BP and Chevron Have Made a Landmark Bet on This New Form of Clean Energy (Barron’s)
- 10-year Treasury yield climbs to 1.25% amid vaccine rollouts, hope of fiscal spending (MarketWatch)
- Why Soaring Clean Energy Stocks May Come Back Down to Earth (Barron’s)
- What Is Berkshire Hathaway’s Mystery Stock? (Barron’s)
- With Complacency At 20 Year Highs, JPM Models Warn Of Imminent Correction (ZeroHedge)
- United Airlines Buys $1 Billion Of Flying Taxis For 2024 Launch (ZeroHedge)
- The Single Biggest Threat To The Electric Vehicle Boom (Yahoo! Finance)
- CVS Health beats profit, revenue expectations, as it has administered more than 3 million COVID-19 vaccines (Yahoo! Finance)
- What Keystone Pipeline Cancellation Means For Crude-by-rail (Yahoo! Finance)
- The New 911 GT3 Is One Porsche You’re Going to Want in Stick Shift (Bloomberg)
- Amazon and UPS Are Kingmakers in EV Bubble (Bloomberg)
- Blackouts Hit 13 States Beyond Texas in Deepening Power Crisis (Bloomberg)
- Ocean-Cargo Boom Fuels $10 Billion Spree for New Container Ships (Bloomberg)
- 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)
- U.S. Freeze Cuts Oil Output by Over 2 Million Barrels a Day (Bloomberg)
- Cyclicals shine as Wall Street scales new peak on stimulus, recovery bets (Reuters)
- Lower-Income Covid-19 Aid Recipients Seen Boosting Consumer Spending (Wall Street Journal)
- Forget Self-Driving Cars—the Pentagon Wants Autonomous Ships, Choppers and Jets (Wall Street Journal)
- Mining investors set to enjoy huge cash bonanza (Financial Times)
- Biden steps up stimulus pitch in push to seal deal with Congress (Financial Times)
- US earnings season shows corporate sector rebound (Financial Times)
Category: What I’m Reading Today
Be in the know. 10 key reads for Monday…
- Mortgage Investors Look Back to the Future (Wall Street Journal)
- The Uberization of Private Jets Might Be Here to Stay (Wall Street Journal)
- Nikkei Breaks Through 30,000 Level As Global Rally Continues With U.S. (Barron’s)
- This Is Where the Real Stock Market Bubble Is (Barron’s)
- Oil futures reach 13-month high as global stocks advance with U.S. markets shut (MarketWatch)
- The Pandemic Could Be ‘Effectively’ Over by April, According to J.P. Morgan (Barron’s)
- 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)
- Cold Weather Cuts Permian Oil Output by 1 Million Barrels a Day (Bloomberg)
- JPMorgan’s Barometer Says Markets Most Complacent in Two Decades (Bloomberg)
- Forecasters Lift Expectations for 2021 Economic Growth (Wall Street Journal)
Be in the know. 10 key reads for Sunday…
- Speculative Traders Add Billions to ‘Meme’ Stocks at New Records (bloomberg)
- What’s Amazon’s Secret? (New York Times)
- ECRI Weekly Leading Index Update (advisorperspectives)
- BOND YIELDS CONTINUE TO CLIMB — THAT’S HELPING BANK STOCKS (stockcharts)
- No Car Sold Faster in America This January Than the C8 Corvette (RobbReport)
- Elon Musk on Joe Rogan: Tesla Roadster to ‘Hover’ and Why Musk Spends ‘Zero’ Time Thinking About Aliens (Maxim)
- It’s high time for the U.S. to build a high-speed rail network (digitaltrends)
- Taylor Swift Misses the Old Taylor Swift, Too (theatlantic)
- Maybe YOU’RE Overbought (allstarcharts)
- Baby Boomers Could Start Demanding Cash to Own FANG Stocks (bloomberg)
Be in the know. 30 key reads for Saturday…
- JPMorgan Predicts That The Biggest Short Squeeze Yet Begins Next Month (ZeroHedge)
- ‘Digital tulip’ or new asset class? Bitcoin’s bid to go mainstream (Financial Times)
- Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
- The Transcript 02.08.21 (theweeklytranscript)
- Yellen signals US return to multilateralism in first G7 meeting (Financial Times)
- Google Agrees To $76 Million Settlement With French Publishers (ZeroHedge)
- Madison Square Garden exec says arena reopening ‘earlier than expected’ (New York Post)
- CDC releases new guidance for US school reopenings (Financial Times)
- More Than 168 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg)
- SPACs used to be a joke in Silicon Valley — now they’re going mainstream (CNBC)
- The GameStop mania might be over, but retail investors look here to stay (CNBC)
- Maryland Approves Country’s First Tax on Big Tech’s Ad Revenue (New York Post)
- Stock market stoked by stimulus hopes — here’s what investors are counting on (MarketWatch)
- Airlines Will Emerge From Turbulence. This One Looks Like the Best Bet. (Barron’s)
- Mark Mobius: Emerging Markets Will Outperform After Covid (Barron’s)
- Dan Loeb: Fourth Quarter 2020 Investor Letter (ThirdPoint)
- Investors pour record $58bn into global stock funds in single week (Financial Times)
- A Drop in the ‘Fear Gauge’ Could Boost Stocks. Watch This Number. (Barron’s)
- $70 Oil Now Likely, Prominent Analyst Says (Barron’s)
- Value is not a factor but a philosophy (Pzena)
- The Stock Market Keeps Rising. The Reasons to Be Hopeful Are Also the Reasons to Worry. (Barron’s)
- China Bulls Are Running as Year of the Ox Dawns (Barron’s)
- 12 Life Lessons From Mathematician and Philosopher Gian-Carlo Rota (Farnam Street)
- Coty Stock Tumbled After Earnings. It’s Time to Buy. (Barron’s)
- Energy Stocks Still Offer Plenty of Value (Barron’s)
- 10-year U.S. Treasury yield surges to highest level in nearly a year (MarketWatch)
- Biden climate change fight to fuel commodities supercycle (FoxBusiness)
- Should Traders Buy the Dip on Kellogg Stock After Q4 Earnings Miss? (schaeffersresearch)
- The Biggest Risk Is Rising Interest Rates (themarket)
- Pete Najarian Sees Unusual Option Activity In Wells Fargo And Carnival (Benzinga)
Be in the know. 20 key reads for Friday…
- Elon Musk says he wants new Tesla Roadster to hover (New York Post)
- Junk-rated companies enjoy record-low US borrowing costs (Financial Times)
- Is the party over for top tech stocks? A decade of dominance is a long time in market history (Financial Times)
- Biden to press for $1.9 trillion COVID relief plan with governors, mayors (Reuters)
- BofA Securities Warns of 5% to 10% Sell-Off: 5 Safe Dividend Stocks to Buy Now (247wallst)
- Clean Tech Valuations Are Wildly Out of Sync With Company Profit (Yahoo! Finance)
- The worst stocks are doing the best (Yahoo! Finance)
- Why the U.K. Economy May Fast Be Turning the Corner (Barron’s)
- Spirit Airlines starts hiring pilots and flight attendants in hopes of a rebound (CNBC)
- Taylor Morrison CEO says the strength of housing market is broadening out (CNBC)
- Consumer staples stocks are the worst of 2021, but PepsiCo could double in 10 years, trader says (CNBC)
- The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)… (ZeroHedge)
- Carl Icahn Shows New 7.83% Stake in Bausch Health Companies (BHC) (Street Insider)
- The U.S. Will Be Swimming in Covid-19 Vaccines by Midsummer (Barron’s)
- Demand for Diesel Is Speeding Ahead. What That Says About the Economic Recovery. (Barron’s)
- U.S. Consumer Sentiment Unexpectedly Falls to a Six-Month Low (Bloomberg)
- Here’s the main reason Robinhood traders have been able to push stocks higher — and, no, it isn’t by squeezing hedge funds (MarketWatch)
- ‘All rallies in the dollar should be sold’ until this piece of the global economy changes (MarketWatch)
- Opinion: Why Buffett’s shareholder letter is required reading for investors — and other CEOs (MarketWatch)
- Winter Layoffs Show Early Signs of Easing (Wall Street Journal)
Be in the know. 35 key reads for Thursday…
- EVs Are the Lowest Climate Priority (Wall Street Journal)
- 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)
- Morgan Stanley Sees a Looming Battery Supply Shortage That Could Impact Tesla’s (TSLA) Growth Curve (streetinsider)
- 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)
- Large-Cap Value Stocks Could Be Long-Term Winners. Think MetLife and Coca-Cola. (Barron’s)
- Energy stocks could surge 42% as oil prices extend one-year highs, Fundstrat’s Tom Lee says (Business Insider)
- Inhalable Remdesivir at Contacts or Early Onset Could Generate Large Growth for Remdesivir—Still inEarly Stages Investigation (trialsitenews)
- Hedge funds bet on oil’s ‘big comeback’ after pandemic hobbles producers (Reuters)
- The Science Behind Miracles (pocket)
- With Vaccines in More Drugstores, Pharmacies Go on Hiring Sprees (New York Times)
- The Fed Chair Is Worried About Getting People Back to Work (New York Times)
- Facebook Is Said to Be Building a Product to Compete With Clubhouse (New York Times)
- Next Stop for Electric-Vehicle SPAC Mania: the Jetsons (Wall Street Journal)
- 793,000 Americans filed for unemployment benefits last week (Fox Business)
- Dan Loeb of Third Point talks short selling madness (Fox Business)
- Microsoft approached Pinterest about a takeover (Financial Times)
- US banks push Fed for extension of Covid capital relief (Financial Times)
- Pot Stocks Are Flying High Again. It’s Not Just Reddit. (Barron’s)
- AstraZeneca aims to accelerate adaptation of vaccine for new Covid variants (Financial Times)
- Royal Dutch Shell Stock Looks Cheap as Oil Rebounds (Barron’s)
- Trivago’s Earnings Offer Hints of When and How Travel Will Return (Barron’s)
- Don’t Ban Private Prisons. Make Them Part of the Solution. (Barron’s)
- The fifth commodity supercycle has started, says highly-regarded JPMorgan strategist (MarketWatch)
- Polar Vortex Split Sends Propane Demand To Near Two Decade Highs (ZeroHedge)
- Direct indexing looks set to disrupt the retail ETF market (Financial Times)
- Good sign for economy: Employers add temps, hours (USA Today)
- What is Clubhouse, the buzzy new audio chat app? (USA Today)
- Americans’ Saved-Up Stimulus Checks Could Bring Economic Boost (Bloomberg)
- The Koenigsegg Gemera Has 1,700 Horsepower—and a Proper Back Seat (Bloomberg)
- Kraft Heinz shares rise after earnings beat, Planters deal with Hormel announced (marketwatch)
- Parents are set to be some of the biggest winners under the Biden administration. Here are 4 ways Democrats aim to support families. (businessinsider)
- How Covid led to a $60 billion global chip shortage for the auto industry (CNBC)
- It Can Be Surprisingly Affordable to Own a Watch Designed by Legend (bloomberg)
- The SPAC Boom, Visualized (Wall Street Journal)
- 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…
- Twitter Earnings Were Strong. Costs Are Mounting. (Barron’s)
- Electricity to power bitcoin surges to new heights as price gets Tesla boost (MarketWatch)
- Our 2021 Global Outlook (Bridgewater)
- Global demand for oil will be ‘tremendous’ following Biden’s executive orders: Portfolio manager (FoxBusiness)
- Centene’s Earnings Fell Short of Estimates. Here’s One Number to Look At. (Barron’s)
- The S&P 500 Is Closing In on 4000. What Happens Next. (Barron’s)
- Safety at a Reasonable Price: 13 Stocks With Rock-Solid Dividends (Barron’s)
- Is the stock market due for a correction in 2021? Here’s what some experts think (MarketWatch)
- AstraZeneca Asthma Drug Cuts Covid Hospitalizations in Study (Bloomberg)
- CVS, Walgreens to begin COVID-19 vaccinations Friday (USA Today)
- Four More Reasons to Worry About U.S. Inflation (Bloomberg)
- 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)
- Persistent Moves To New Highs Rarely End Abruptly (quantifiableedges)
- Eli Lilly Antibody Drug Combo For COVID-19 Gets FDA Emergency Approval (Benzinga)
- Brutal Covid-19 Surge in the U.S. Weakens Significantly (Wall Street Journal)
Be in the know. 20 key reads for Tuesday…
- Occidental Petroleum (OXY) Added to BofA US 1 List; Price Target Raised to $31 (streetinsider)
- Investors set for commodities ‘bull run’ as prices rise in tandem (Financial Times)
- JP Morgan’s board rejects switch to stakeholder-focused entity (Yahoo! Finance)
- Australia’s media bill could become law ‘fairly soon’ despite Google and Facebook objections, minister says (CNBC)
- 24 bank stocks with dividends of at least 3.57%, three times what 10-year Treasurys pay (MarketWatch)
- The Investor Who Called Tesla at $1,000 Is Now Out of the Stock (Barron’s)
- Goldman Sachs boosts US GDP forecast to 6.8% in 2021 and now expects $1.5 trillion in COVID-19 stimulus (Business Insider)
- Why Large-Cap Value Stocks Could Be Long-Term Winners (Barron’s)
- Some Stocks Are Lagging, While the Dollar Is Rising. That’s a Buying Opportunity. (Barron’s)
- What could upend the stock market rally? Watch these red flags, says Credit Suisse (MarketWatch)
- NYC restaurateurs flock to Miami for relaxed COVID-19 rules (New York Post)
- Wall Street’s Most Reviled Investors Worry About Their Fate (New York Times)
- SPAC Analyst Sees Very Brief Window Before Stocks Lose Money (Bloomberg)
- Reddit’s valuation doubles to $6 billion after new $250 million funding round (CNBC)
- Democrats unveil one-year plan to send up to $3,600 per child to households (CNBC)
- ‘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)
- Goodyear shares jump 5% premarket after tire maker swings to profit and tops sales estimates (MarketWatch)
- BP’s Green Push Is Picking Up Speed with Major New Wind Projects. Winds of Change Are Blowing the Stock Higher. (Barron’s)
- Flashing Red? Global Inflation Breakevens Are Breaking Out (ZeroHedge)
- Number of registered newborns in China drops 15% in 2020 (Financial Times)
Be in the know. 15 key reads for Monday…
- Fundstrat’s Tom Lee pinpoints the single most important indicator signaling strong economic growth – and details his stock-market strategy for taking advantage (BusinessInsider)
- Tom Brady and the NFC’s Win Means Nothing for the Stock Market (Barron’s)
- 15 Undervalued Stocks With Strong Earnings Growth in 2021 (Barron’s)
- We Drove a Ford Mustang Mach-E. We Were Wowed. (Barron’s)
- Why heavily shorted stocks began ‘off-the-charts’ rally long before the GameStop frenzy, Deutsche Bank says (MarketWatch)
- As ‘Low Quality’ Stages a Comeback, This Utility Looks Set to Break Out (Barron’s)
- Here’s how the FAANG companies stack up this earnings season (MarketWatch)
- More companies than usual are beating earnings estimates — and sales numbers are just as bullish for the stock market (MarketWatch)
- China’s car sales rose 25% in January (MarketWatch)
- Treasury Long Bond Reaches 2% Milestone as Global Yields Awaken (Bloomberg)
- ‘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)
- Stock futures rally as $1.9T coronavirus relief plan barrels ahead (FoxBusiness)
- Wall Street rises as Janet Yellen urges Congress to ‘act big’ on stimulus (Financial Times)
- Exxon’s Well-Timed Hop Onto Carbon-Capture Bandwagon (Wall Street Journal)
- Apple’s Electric-Vehicle Talks With Hyundai Break Down (Wall Street Journal)
Be in the know. 12 key reads for Sunday…
- Tighter Oil Supplies Inject Momentum Into Price Rally (Wall Street Journal)
- Amy Klobuchar: Breaking up Facebook ‘has to be on the table’ (Fast Company)
- Big Oil Stocks Rally Despite Democrats’ Fossil-Fuel Stance (Bloomberg)
- ‘Come off it, Connecticut’: TV hosts poke fun at CT’s bid to make pizza the state food (NewsTimes)
- ECRI Weekly Leading Index Update (Advisor Persectives)
- Commodities Are Soaring 25%: That’s Consistent With Headline Inflation Of Almost 4% (ZeroHedge)
- DoubleLine Warns Events Are In Motion To Remove Dollar As Reserve Currency (ZeroHedge)
- Elon Musk Becomes Unlikely Anti-Establishment Hero in GameStop Saga (New York Times)
- Super Bowl LV: Tom Brady Just Beat Patrick Mahomes On This Key Stat (Forbes)
- Super Bowl LV: The Absolute Best Bets, Odds, and Expert Picks (Maxim)
- Ideas for the New Administration (manhattan-institute)
- Biden climate actions to jolt electricity prices (FoxBusiness)