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Wall Street firms paid almost $3bn last year for retail brokers’ trades (Financial Times )
A Piggly Wiggly warning for the Reddit investor rebels (Financial Times )
Nordstrom brothers confident of overcoming trouble in store (Financial Times )
Hindenburg Research Goes After ‘Wall Street Celebrity Promoter’ Chamath Palihapitiya (Institutional Investor )
Clover Health Investments (CLOV) Issues Response to Short Seller Hindenburg Research (StreetInsider.com )
Goldman Sachs Has 3 Contrarian Stocks to Buy Now That All Pay Big Dividends (24/7 Wall Street )
GameStop’s meteoric gains have almost entirely disappeared — here’s advice for those who didn’t get out in time (MarketWatch )
Opinion: Bucs, not Chiefs, will win one for the bulls if the Super Bowl Indicator is right (MarketWatch )
More companies than usual are beating earnings estimates — and sales numbers are just as bullish for the stock market (MarketWatch )
All of President Biden’s key executive orders — in one chart (MarketWatch )
5 Stocks That Are Most Sensitive to a Change in Oil Prices (MarketWatch )
Feb. 16 is the next big day for Biden’s economic plan (MarketWatch )
Here’s where the jobs are — in one chart (CNBC )
Klobuchar Introduces Antitrust Bill Raising Bar for Technology Deals (Wall Street Journal )
Biogen’s Alzheimer’s Drug Faces a Big Test (Barron’s )
Bonds Send Message: Inflation Is Coming (Barron’s )
Money Is Pouring Into Emerging Markets, and Out of the U.S. (Barron’s )
Beijing lays down a marker in South China Sea (Financial Times )
US-China investment flows belie geopolitical tensions (Financial Times )
Biden Urges Fast Virus Relief as Minimum-Wage Hike Hopes Fade (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 )
Fiscal stimulus prospects and strong earnings tailwind may propel stocks in the week ahead (CNBC )
Marc Randolph on Building Netflix, Battling Blockbuster, Negotiating with Amazon/Bezos, and Scraping the Barnacles Off the Hull (#496) (TimFerriss )
As ‘Low Quality’ Stages a Comeback, This Utility Looks Set to Break Out (Barron’s )
New Amazon CEO Can Either Help Workers and Sellers—or Automate Them Away (Wall Street Journal )
Speculation & The Underdog (investoramnesia )
The Best-Case Outcomes Are Statistical Outliers (Farnam Street )
Fundamentals Still Matter (valuestockgeek )
Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Talks at GS )
Amazon Union Election to Proceed as Labor Board Denies Delay Request (Wall Street Journal )
Regeneron Earnings Easily Beat; REGN Stock Rises (Investor’s Business Daily )
Johnson & Johnson Seeks Emergency Authorization for Covid Vaccine (Barron’s )
Nokia Stock Falls After Earnings. Look Out for ‘Atypical Volatility.’ (Barron’s )
What the Super Bowl Means for Stocks (Barron’s )
Gilead Says Covid Treatment Remdesivir Is Needed for Another Year (Barron’s )
Energy stocks and bonds shine after brutal slump, even as Biden moves to curb fossil fuels (MarketWatch )
Biden Signals Break With Trump Foreign Policy in a Wide-Ranging State Dept. Speech (New York Times )
Quest for Hollywood Fame Splits Redditors at Heart of Market Frenzy (New York Times )
U.S. Payrolls Miss Estimates After Bigger December Decrease (Bloomberg )
White House Adviser Says Jobs Report Underscores Need for Aid (Bloomberg )
IAC Is Paring Down to Trade Up (Wall Street Journal )
GameStop Rally Highlights Buyback Risk. Exhibit A: Bed Bath & Beyond. (Wall Street Journal )
Democrats push ahead on COVID-19 relief, Biden flexible on who gets checks (Reuters )
Shell defies earnings plunge with raised dividend (Financial Times )
Nokia Reports Q4 Earnings Beat (Benzinga )
Apple and Hyundai-Kia pushing toward deal on Apple Car (CNBC )
Klobuchar unveils sweeping antitrust bill, laying out her vision as new subcommittee chair (CNBC )
These S&P 500 stocks have had the biggest increases in ‘buy’ ratings so far this year (MarketWatch )
S&P 500 earnings recession set to end, as Q4 EPS swings to growth (MarketWatch )
Opinion: Like Rockefeller and Gates, Bezos rides off into the sunset just as the lawyers take away the fun (MarketWatch )
A Hollywood Blitz of New Movies Ahead of the Oscars Deadline (Wall Street Journal )
‘Supercars’ Review: Powerful Playthings (Wall Street Journal )
Activist Investor Targets French Food Group Danone (Barron’s )
How the 1920 Pandemic Changed the Course of Dodge and the Auto Industry (Barron’s )
The EV Industry Has Giant Goals. How It All Stacks Up. (Barron’s )
Washington Is Still Coming for Big Tech (Barron’s )
Don’t breathe easy just yet: there’s more volatility ahead (MarketWatch )
The GameStop Phenomenon Is Hardly New. Here’s How a Similar Squeeze Played Out in 1923. (Barron’s )
High-speed traders reap windfall from retail investor boom (Financial Times )
Should Investors Root For Tom Brady Or Patrick Mahomes? (LPL Research )
Meet Andy Jassy, the man taking over Jeff Bezos’ role as Amazon CEO (New York Post )
A Look Back at a Year of Economic Extremes, in 10 Charts (Barron’s )
Golden Globe nominations 2021: See the full list of nominees (New York Post )
Robinhood’s C.E.O. Is in the Hot Seat (New York Times )
The stock market’s bull run will continue despite short-selling in ‘meme’ stocks, UBS says (Business Insider )
A perfect storm is brewing for interest rates to surge, says this bond expert (MarketWatch )
U.S. private payrolls rebounded in January – ADP (Reuters )
As Jeff Bezos steps aside, what comes next for Amazon? (Financial Times )
Kia Shares Surge Overnight After Report Of $3.6 Billion Investment From Apple (ZeroHedge )
How Mario Draghi Could Change Italy—but Also Europe (Barron’s )
‘Let them trade’: Washington struggles with Robinhood politics (Financial Times )
Hedge-Fund Manager Ackman Raises Bet on Housing in Texas, Hawaii, Las Vegas (Wall Street Journal )
GlaxoSmithKline Will Develop Next-Generation Vaccine With CureVac (Barron’s )
Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says (Barron’s )
Bezos Is Stepping Down as Amazon CEO. Here’s What He Achieved Over 26 Years. (Barron’s )
Here Are 6 Utility Stocks With Reliably Fast-Growing Dividends (Barron’s )
Two Small-Time Investors Were Buying GameStop Stock Before It Was Cool (Wall Street Journal )
Groundhog Day 2021: Punxsutawney Phil predicts winter will hang on (New York Post )
Reddit Trades Crumble as GameStop, AMC and Silver Plunge (Bloomberg )
Silver prices plunge after hitting eight-year high (Yahoo! Finance )
Pfizer Just Reported Earnings. Here’s the One Number to Notice. (Barron’s )
Exxon Creates New Low-Carbon Business (Barron’s )
UPS’s Earnings Came in Strong. The Stock Is Rising. (Barron’s )
U.S. Economy Is Expected to Reach Pre-Pandemic Peak by Mid-2021 (Wall Street Journal )
Energy company Baker Hughes is ‘cautiously optimistic’ on the outlook for demand (CNBC )
India’s budget could help lift economic growth above 8% in a couple years, top economic advisor says (CNBC )
‘Expect results well above consensus’: Here’s what 4 Wall Street banks expect from Amazon’s 4th-quarter earnings report (Business Insider )
Exxon-Chevron Tie-Up Not as Crazy as It Sounds (WallStreetJournal )
GameStop Day Traders Are Moving Into SPACs (Wall Street Journal )
Why the WallStreetBets crowd isn’t scaring JPMorgan or Goldman away from stocks (MarketWatch )
Opinion: Short-sellers were pulling back even before Reddit’s GameStop squeeze (MarketWatch )
Here’s what’s in the $600 billion relief plan from 10 Republican senators (MarketWatch )
Wintry Weather Lifts Natural-Gas Prices (Wall Street Journal )
Tracking Joe Biden’s Cabinet Nominees (Bloomberg )
Biden’s Stimulus Hopes May Depend on ‘Reconciliation’ (Bloomberg )
Dallas Fed President Kaplan stresses need for more spending to keep economic recovery going (CNBC )
WTI Crude Hits $55, A One-Year High After Mixed OPEC Data (ZeroHedge )
Fed’s Kaplan: need healthy fossil fuel industry during green transition (StreetInsider )
The GameStop Revolt Has Just Begun (Barron’s )
Caixin: China factory activity slowest in 7 months (MarketWatch )
Billionaires Bicker Over Space Toys (New York Times )
Robinhood trading limits continue, customers can just buy 1 GameStop share (CNBC )
19 Stocks That Could Be a Buying Opportunity After Last Week’s Drop (Barron’s )
Michael Burry compared GameStop to ‘The Big Short’ – and said he would cash out if he won big on the stock (Business Insider )
Goldman says the stock market is undergoing its biggest short squeeze in 25 years – and that has hedge funds dumping stock exposure at the fastest rate since 2009 (Business Insider )
MGM is making a movie about the Wall Street-GameStop saga, based on a book by the author behind ‘The Social Network’ (Business Insider )
Nokia upped to buy after Ericsson results (MarketWatch )
Exxon, Chevron CEOs discussed merger in early 2020-sources (Yahoo! Finance )
Silver price hits eight-year high as retail traders take aim (Financial Times )
How an options-trading frenzy is lifting stocks and stirring fears of a market bubble (MarketWatch )
How Lockheed Martin Makes Money (Investopedia )
GameStop Frenzy Puts Spotlight on Trading Giant Citadel Securities (Wall Street Journal )
Roaring Kitty Wanted to Break a 4-Minute Mile. He Broke Wall Street Instead. (Wall Street Journal )
GOP Senators Offer Stimulus Compromise, Ask for Biden Meeting (Bloomberg )
Ron Baron on Investing in Tesla and SpaceX (Podcast) (Bloomberg )
ECRI Weekly Leading Index Update (advisorperspectives )
PLAYING GAMES GameStop Reddit army trolls Wall Street billionaires with billboards and plane banners gloating over stock gains (The Sun )
Google union in turmoil following global alliance announcement (The Verge )
MI Responds: Hidden Drawbacks of the Climate-Focused Executive Order (MI )
Why Consumer Confidence Is So High (NPR Planet Money )
China’s Real-Estate Stocks Slide on Move to Curb Hot Property Market (Barron’s )
Selloff Puts Emerging Markets on Trial While Bulls Hang Tough (Bloomberg )
Stimulus Checks Helped Fuel GameStop Stock Surge: Billionaire Gundlach (ZeroHedge )
Keith Gill Drove the GameStop Reddit Mania. He Talked to the Journal. (Wall Street Journal )
Musk Plans to Use Texas Natural Gas for His Starships (Bloomberg )
Editor’s Pick Today: The ‘In Da Club’ Stock Market (SeekingAlpha )
Why Oil Companies’ Fall From Favor Could Cause Next Price Spike (Bloomberg )
Robinhood Caps Maximum Holdings In 36 Stocks To Just One Share (ZeroHedge )
Small investors flee Robinhood in wake of GameStop restrictions (New York Post )
Robinhood Rival Webull Sees 16-Fold Jump in New Trading Accounts (Bloomberg )
After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally. (Barron’s )
10 Popular Hedge Fund Shorts That Could Get Squeezed Next (Barron’s )
U.S. Oil Pushes ‘Clean Shale’ as Biden Mounts Climate Attack (Bloomberg )
Warren Buffett & Charlie Munger: on Short Selling (YouTube )
Meet the Redditor who made millions off GameStop and started a market frenzy (New York Post )
David Rubenstein, Co-Founder of The Carlyle Group, on Lessons Learned, Jeff Bezos, Raising Billions of Dollars, Advising Presidents, and Sprinting to the End (#495) (Tim Ferriss )
Biogen Alzheimer’s Drug Puts FDA’s Judgment in Harsh Spotlight (Bloomberg )
Busiest Week For Dividend Increases Ever (DGI )
‘This is the way’: the Reddit traders who took on Wall Street’s elite (Financial Times )
Wall Street ends worst week since October amid trading frenzy (Financial Times )
David Tepper warning to market speculators: ‘It didn’t end well in 1999’ (CNBC )
The High Price of Mistrust (Farnam Street )
We Are the 98 Percent (AEI )
Short sellers face the rage of an army of small traders (Financial Times )
The wave of populism shaking Wall Street (Financial Times )
American Airlines set to issue $1B in new stock after price run-up (New York Post )
Reddit Dealt a Blow to an Underperforming Strategy (Barron’s )
Betting on Liberty Braves Group (Barron’s )
Exxon’s Earnings Report Is Just the Tip of the Iceberg (Barron’s )
The GameStop Revolt Has Just Begun. Get Ready. (Barron’s )
Wall Street Cassandras Don’t Scare WallStreetBets Retail Army (Bloomberg )
Why Facebook is considering an antitrust lawsuit against Apple (MarketWatch )
Boeing is ‘COVID-19 recovery play,’ Morgan Stanley says (MarketWatch )
Opinion: What January’s market decline means for stock returns in 2021 (MarketWatch )
Here are the biggest short squeezes in the stock market, including GameStop and AMC (MarketWatch )
Repeal of State-Tax Deduction Cap Pitched for Covid-19 Relief Bill (Wall Street Journal )
Millennials are driving a regime change in the stock market. Here are the 6 major differences between them and baby-boomer investors, according to Fundstrat’s Tom Lee (Business Insider )
22 Ways to Invest in the Future, According to Barron’s Roundtable Experts (Barron’s )
My thoughts on GameStop ($GME) last night on CGTN America (YouTube )
J&J Vaccine Prevents Serious Illness, but Falls Short of Competitors (Barron’s )
Novavax Stock Soars as Its Covid-19 Vaccine Outperforms J&J’s (Barron’s )
Biden Is Patient on China for Now. That’s Making Investors Happy (Barron’s )
Novavax’s Trial Data Is Great for the Stock (Barron’s )
Get ready for a 10% stock drop, driven by the 3 ‘Rs,’ warns Bank of America (MarketWatch )
For Golf, Covid Is Even Better Than Tiger (Wall Street Journal )
American Airlines’ Results Are Terrible. That Is Great News for Its Stock Price. (Wall Street Journal )
J&J Single-Dose Vaccine Is 100% Effective at Preventing Deaths, Hospital Stays (Bloomberg )
AMC Entertainment reportedly explores raising new capital as its stock surges (CNBC )
Short sellers down a net $54 billion on U.S. positions so far this year, data provider says (MarketWatch )
Morgan Stanley Double-Upgrades Boeing (BA) to Overweight, Seeing a Clear Runway for Upside (StreetInsider )
American Airlines (AAL) Enters New $1.2B At-the-Market Offering (StreetInsider )
Jefferies Names Possible Hedge Fund Short Targets (Street Insider )
Charles Payne unloads on Wall Street (FoxBusiness )
Dwayne ‘The Rock’ Johnson reflects on move that catapulted him to stardom: ‘Hell of a risk’ (Fox Business )
Hedge funds rush to get to grips with retail message boards (Financial Times )
Pizza Hut Launches ‘Detroit-Style’ Pizza, and America Says ‘Huh?’ (Wall Street Journal )
‘Big Short’ investor Michael Burry says Tesla isn’t GameStop – and Wall Street Bets shouldn’t be taken down (Business Insider )
GameStop Fever Goes Global: What You Need To Know (Benzinga )
10 Best Moments From Chamath Palihapitiya’s CNBC Interview: ‘Pushback Against The Establishment’ (Benzinga )
Why JPMorgan Says 3M’s Valuation Is Attractive (Benzinga )
What’s Up With Apple: Earnings Top Estimates, Privacy, ‘New Things’ (247wallst )
IMF says fiscal support needed until recovery takes hold (Reuters )
The Stock Market Is Ignoring Good Earnings. Here’s Why. (Barron’s )
Why Europe Needs More Fiscal Stimulus (Barron’s )
Fed keeps key interest rate near zero, maintains $120B in monthly bond purchases to hold down long-term rates (USA Today )
With WallStreetBets’ Triumph, Wall Street Warns of Contagion (Institutional Investor )
McDonald’s misses on earnings and revenue, but U.S. same-store sales rise 5.5% (CNBC )
Here are the biggest short squeezes in the stock market (MarketWatch )
Robinhood Clients Report Trading Restrictions on GameStop, AMC (Bloomberg )
Buy the Dip – JPMorgan’s Kolanovic (Street Insider )
9 Stocks That Will Benefit From Rising Treasury Yields, According to One Analyst (Barron’s )
Chart: The top 5% among most shorted stocks have all doubled in 2021 (MarketWatch )
American Airlines stock soars after fourth-quarter results but is ‘dislocating with fundamentals,’ analyst says (MarketWatch )
Oil and gas interests say drilling pause only hurts already struggling Americans (MarketWatch )
Tendies? Diamond hands? Your guide to the lingo on WallStreetBets, the Reddit forum fueling Gamestop’s wild rise (MarketWatch )
Hedge funds retreat in face of day-trader onslaught (Financial Times )
10 Popular Hedge Fund Shorts That Could Get Squeezed Next (MarketWatch )
Goldman Strategist Joins Chorus Saying Buy the Dip in Stocks (Bloomberg )
U.S. Economic Growth Moderated to 4% in Final Quarter of 2020 (Bloomberg )
GameStop’s Rally Pauses as Trading Platforms Bar Purchases (Bloomberg )
US stock trading volumes soar past 2008 peak in Reddit battle (Financial Times )
