Be in the know. 12 key reads for #MLKDay2021

  1. 5 Food Stocks to Buy in 2021 (Barron’s)
  2. Why Clover Health Chose a SPAC to Go Public (Barron’s)
  3. Squeeze play? How the ‘most shorted’ stocks are crushing the market in the new year (MarketWatch)
  4. Behind a Secret Deal Between Google and Facebook (New York Times)
  5. Opinion: Here are the biggest stock market winners and losers in Biden’s massive stimulus plan (MarketWatch)
  6. China Is Only Major Economy to Report 2020 Growth (Wall Street Journal)
  7. Dollar Shorts Mount Before Yellen Outlines Market-Based Policy (Bloomberg)
  8. Barron’s Picks And Pans: Exxon Mobil, GameStop, Intel, 3M, Toll Brothers And More (Yahoo! Finance)
  9. Here’s How Americans Are Spending Their Stimulus Payments (Benzinga)
  10. How to bring Brooks Brothers back from the brink (Financial Times)
  11. Bill Gates is now the largest farmland owner in America (MarketWatch)
  12. US small-cap stocks have raced ahead of their bigger peers in 2021. Experts say a number of factors could send them higher. (Business Insider)

Be in the know. 17 key reads for Sunday…

  1. What 1919 Teaches Us About Pent-Up Demand (NPR Planet Money)
  2. Seasonal Soft Patch Ahead Starting Next Week (Almanac Trader)
  3. Airline Investors Look for Bluer Skies Later This Year (Barron’s)
  4. A new activist takes on Exxon to reverse the oil giant’s underperformance (CNBC)
  5. Tanger Factory Outlet Centers Brings Back Its Dividend (Barron’s)
  6. Concierge Medicine Has Boomed During Covid. Here’s How to Tell if It’s Right for You. (Barron’s)
  7. Parler’s de-platforming shows extreme power of cloud providers like Amazon (CNBC)
  8. Carnival’s Wave Season Should Lift Its Shares (Wall Street Journal)
  9. Behind the Wheel of the 2021 Mustang Mach-E— Ford’s First Fully-Electric Mustang (Maxim)
  10. After Rocky Start, Opportunity Zones Could Boom In 2021 (Forbes)
  11. A THREE-MONTH LOOK AT SECTOR LEADERSHIP SHOWS MORE OPTIMISM — RISING COMMODITY PRICES AND RISING BOND YIELDS HAVE ALSO PLAYED A ROLE (stockcharts)
  12. ECRI Weekly Leading Index Update (advisorperspectives)
  13. After Stock Surge, Investors Ask Companies What’s Ahead (Wall Street Journal)
  14. CRISPR and the Splice to Survive (New Yorker)
  15. Biden Names Top Geneticist Eric Lander as Science Adviser (scientificamerican)
  16. Cowen’s Co-President on Why SPACs Are Having a Moment (Podcast) (Bloomberg)
  17. Lotus and Renault Are Teaming Up to Build an All-Electric Alpine Sports Car (roadandtrack)

Be in the know. 40 key reads for Saturday…

  1. Bank Stocks Could Be Set to Boom Under the Biden Administration (Barron’s)
  2. US banks release billions from reserves foreseeing lower Covid losses (Financial Times)
  3. A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers (Bloomberg)
  4. America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting. (Wall Street Journal)
  5. Why Energy Could Have a Tesla-Like 2021 (Barron’s)
  6. The Dow Dropped Exxon Mobil in August. But as Oil Prices Rise, So Does Its Stock. (Barron’s)
  7. Blankfein Called It, Now the Whole World Is Watching Commodities (Bloomberg)
  8. Defense Challenges Awaiting Biden: From Kim Jong Un to Budgeting (Bloomberg)
  9. Charlie Munger: What Makes a Great Investor (Novel Investor)
  10. We Are What We Remember (Farnam Street)
  11. Wells Fargo records rare profit beat as credit costs fall (New York Post)
  12. Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
  13. JPMorgan posts strong final quarter of 2020, sounds optimistic for 2021 (New York Post)
  14. Xi Jinping asks ex-Starbucks CEO for help with US-China relations (New York Post)
  15. Howard Marks: Something of Value (oaktreecapital)
  16. Which Parts of Biden’s Stimulus Can Get Enacted Fast? (Bloomberg)
  17. U.S. Officials Plead for More Use of Languishing Antibody Drugs (Bloomberg)
  18. GM Working on Expanding Corvette Line With Crossover SUV (Bloomberg)
  19. Warren Buffett blasted Bitcoin as a worthless delusion and ‘rat poison squared.’ Here are his 16 best quotes about crypto. (BusinessInsider)
  20. Bank stocks are market favorites in 2021: Investment strategist (Fox Business)
  21. Biden called his $1.9 trillion relief plan the ‘first step.’ Here’s his idea for Part Two (MarketWatch)
  22. How Joe Biden’s stimulus plan shook up global financial markets (Financial Times)
  23. Kim Jong Un Offers a Rare Sneak Peek at North Korea’s Weapons Program (Wall Street Journal)
  24. Boeing’s Other Big Problem: Fixing Its Space Program (Wall Street Journal)
  25. Have Large-Growth Stocks Peaked? (Morningstar)
  26. LNG rally heralds more volatile gas prices to come (Financial Times)
  27. Bridgerton and the art of power dressing (Financial Times)
  28. Political Conflict & Markets (investoramnesia)
  29. Biden to Face a China Intent on Leading the World in Technology (Bloomberg)
  30. JPMorgan Lending Ratio Falls as Bank Is Flooded With Deposits (Bloomberg)
  31. Investors should avoid bonds: Wharton’s Jeremy Siegel (CNBC)
  32. The Periodic Table of Commodity Returns (2021 Edition) (visualcapitalist)
  33. Biden Proposes Bigger Federal Role in Vaccinations (Wall Street Journal)
  34. FAA Approves Fully Automated Commercial Drone Flights (Wall Street Journal)
  35. China’s Xi Looks to Take Advantage of a Strong Economic Hand (Wall Street Journal)
  36. Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
  37. 3M Stock Is Unloved and Underpriced. Here’s Why It Could Shoot Up Higher. (Barron’s)
  38. Citigroup Beats Profit Expectations for Fourth Quarter (Wall Street Journal)
  39. Why Toll Brothers Is a Play on the ‘Single-Family Supercycle’ (Barron’s)
  40. Biden’s ‘rescue America’ plan is big. How its trillions could help both Wall Street and Main Street (MarketWatch)

Be in the know. 17 key reads for Friday…

  1. JPMorgan’s Wall Street Strength Draws a Record Quarterly Profit (Bloomberg)
  2. Here Are the Major Parts of $1.9 Trillion Biden Relief Plan (Bloomberg)
  3. Banks Boycott! The Energy Report 01/15/2021 (Phil Flynn)
  4. Buy any ‘sell-the-news reactions’ in the banks after earnings, market analyst says (CNBC)
  5. 6 Bank Stocks That Could Stand Out as the Sector Soars (Barron’s)
  6. Brazil’s Stocks Are in the Bargain Basement. Investors Should Start Shopping. (Barron’s)
  7. Value stocks are about to come out of their coma, says index fund powerhouse Vanguard (MarketWatch)
  8. Boeing Has a 787 Problem. But Investors Needn’t Worry. (Barron’s)
  9. With Rare Speed, Gene Editing Emerges as Biotech’s New Cutting Edge (Barron’s)
  10. Apache, Devon Energy, and EOG Are a Few of the Oil and Gas Industry’s ‘Democrat Darlings’ (Barron’s)
  11. Higher Dividend Tax Looks Possible for Top Earners Under Biden Administration (Barron’s)
  12. Delta Looks Toward Recovery After Dark Pandemic Winter (Wall Street Journal)
  13. Investors Find Value in Low-Rated Loans (Wall Street Journal)
  14. Why Finding Workers Is Getting Harder for U.S. Homebuilders (Bloomberg)
  15. U.S. producer prices increase moderately in December (Reuters)
  16. Wells Fargo profit beats Wall Street estimates as credit costs fall (Reuters)
  17. An S.U.V.? Ferrari Sees the Writing on the Road (New York Times)

Be in the know. 25 key reads for Thursday…

  1. Why Wells Fargo Can Grow Faster Than Other Banks (Barron’s)
  2. JPMorgan, Wells Fargo & Citigroup may kick off a banner earnings season (Fox Business)
  3. Wall Street Fumes Over Last-Minute Rule From Bank Watchdog (Bloomberg)
  4. What to Expect From Bank Earnings Reports (Barron’s)
  5. TikTok until the Stock Market “Ghosts” us… (ZeroHedge)
  6. BlackRock Stock Gains as Earnings Top Forecasts. It Wasn’t Just ETFs. (Barron’s)
  7. The Political Pendulum Swings, but the Economy Does Its Own Thing (Barron’s)
  8. Boeing and 10 Other Companies That Don’t Have to Worry About Biden Raising Taxes (Barron’s)
  9. What’s up with WhatsApp? Everything you need to know about the shift to Signal (fnLondon)
  10. 5 Stocks That Could Pop After Earnings — and 5 That Are Ready to Drop (Barron’s)
  11. New Data Boosts Confidence In J&J Vaccine (Barron’s)
  12. Goldman Sachs says the S&P 500 will rise 14% in 2021. Here’s the road map (MarketWatch)
  13. It Could Be a Big Year for Bank Mergers. Here Are Names to Watch. (Barron’s)
  14. Spike in Gas Prices Drove Up Consumer Prices Last Month (Barron’s)
  15. Stocks Are Less Driven by Macro Forces. Keep Stock Picking. (Barron’s)
  16. Fed survey finds economy slowing in some areas of country (Fox Business)
  17. OPEC Monthly Report Signals Demand Optimism, On Track To Drain Oil Inventories (ZeroHedge)
  18. Biden to unveil plan to pump $1.5 trillion into pandemic-hit economy (Reuters)
  19. Option Trader Bets $4M On Citigroup Stock Ahead Of Q4 Earnings (Benzinga)
  20. Investors Bet U.K. Stocks Can Banish Brexit Blues (Wall Street Journal)
  21. Manhattan Bargain-Hunters Drive a 94% Jump in Apartment Leases (Bloomberg)
  22. CEO of world’s largest money manager sees stocks rallying in 2021 but not as much as last year (CNBC)
  23. Delta halves cash burn in fourth quarter, narrows losses to cap worst year ever (CNBC)
  24. How to stay in stocks if the record market has you fearing bubble (CNBC)
  25. All theories of what generates higher inflation are pointing in the same direction – up: Fed’s Bullard (MarketWatch)

Be in the know. 25 key reads for Wednesday…

  1. Exxon Mobil stock rises again after J.P. Morgan analyst turns bullish for the first time in 7 years (MarketWatch)
  2. Oil Rally Will Continue as Producers Curb Supplies (Barron’s)
  3. 5 Stocks to Play the Next Surge in Natural Gas (Barron’s)
  4. GM Teased Flying Cars at CES. Its Ambitions Are Even Bigger. (Barron’s)
  5. LNG Cargo Prices Rising Faster Than Bitcoin (Yahoo! Finance)
  6. Regeneron Inks Deal to Sell Covid-19 Treatment to U.S., Even as Usage Lags (Barron’s)
  7. Barron’s Daily: The Apple Car Chatter Is Back—and It’s Helping Everyone Except Apple (Barron’s)
  8. Bristol Myers Looks to Drug Pipeline to Turbocharge Growth (Barron’s)
  9. Bank of America Stock Could Pop on Earnings. How to Play the Results. (Barron’s)
  10. What Eli Lilly’s Good News About Its Alzheimer’s Drug Means for Biogen (Barron’s)
  11. GM unveils self-driving Cadillac that can fly (New York Post)
  12. Atop the Powerful Budget Committee at Last, Bernie Sanders Wants to Go Big (New York Times)
  13. Bitcoin Will Break Wall Street’s Heart (Wall Street Journal)
  14. Walgreens to launch credit cards with Synchrony Financial and Mastercard (MarketWatch)
  15. Lagarde Blasts Bitcoin’s Role in Facilitating Money Laundering (Bloomberg)
  16. Occidental to Strip Carbon From the Air and Use It to Pump Crude (Bloomberg)
  17. 6 Energy Stocks Trading Well Below 52-Week Highs (247wallst)
  18. Schumer pledges quick delivery of $2,000 stimulus checks: ‘We will get that done’ (Fox Business)
  19. Mortgage refinancing jumps 20% to begin the year (Fox Business)
  20. Billionaire investor Howard Marks discussed Tesla’s valuation, growth vs value investing, and the Fed juicing markets in a recent interview. Here are the 8 best quotes. (Business Insider)
  21. Oil prices rise to near 1-year highs as vaccines, stimulus and Saudi Arabian production cuts lift the energy outlook (Business Insider)
  22. The bull market will continue in 2021 with stock holdings still well below dangerous Global Financial Crisis levels, JPMorgan says (Business Insider)
  23. Covid-19 Rapid-Test Sites Planned for New York Office Buildings (Wall Street Journal)
  24. New GM Electric-Truck Business Targets Delivery Market (Wall Street Journal)
  25. Big Real-Estate Firms Turn Buyers of Their Own Shares (Wall Street Journal)

Be in the know. 20 key reads for Tuesday…

  1. Wells Fargo’s stock surges toward 10-month high after UBS analyst upgrades to ‘top pick’ (MarketWatch)
  2. Underinvestment Risk Rising. The Energy Report 01/12/2021 (Phil Flynn)
  3. Bank of America Stock Could Pop on Earnings. How to Play the Results. (Barron’s)
  4. What to Expect From Banks’ Earnings (Barron’s)
  5. Why Bill Miller Likes Teva, Gannett, and Bitcoin (Barron’s)
  6. Elon Musk’s Internet Venture Gets the Green Light in Another Major Market (Barron’s)
  7. Intel Unveils New Chips. What Investors Need to Know. (Barron’s)
  8. U.S. Daily Covid Vaccinations Rise by Record 1.25 Million (Bloomberg)
  9. ‘You’re A Fool’ Who Will ‘Lose Everything’ If You Take On Debt To Invest In Crypto, Mark Cuban Says (Benzinga)
  10. Cramer: With Trump Out Of Picture, Twitter Could Struggle To Draw New Users (Benzinga)
  11. Gilead CEO: We Expect Remdesivir To Work On New COVID-19 Strains (Benzinga)
  12. Howard Marks’s Latest Warning (Institutional Investor)
  13. Jabs equal jobs? Fed sees possible economic boom if vaccine gets on track (Reuters)
  14. Playing chicken: Iran sets up challenge for Biden with nuclear ramp-up (CNBC)
  15. How this 34-year-old chess champion became India’s youngest new billionaire (CNBC)
  16. First, the Good News on Biden’s Stimulus (Wall Street Journal)
  17. Buying airline stocks now takes ‘leap of faith,’ analyst says (MarketWatch)
  18. Banks are back — almost half of 15 large U.S. banks are expected to increase quarterly profit (MarketWatch)
  19. Bank of America stock rallies after analyst says it’s time to buy (MarketWatch)
  20. 2-year/10-year Treasury yield curve steepest since mid-2017 (MarketWatch)

Be in the know. 20 key reads for Monday…

  1. Gilead raises 2020 profit forecast on remdesivir strength (CNBC)
  2. Exxon Mobil upgraded to Overweight from Equal Weight at Morgan Stanley (TheFly)
  3. Biden’s Big Decision on Tech Taxes (Wall Street Journal)
  4. Covid-19 Vaccine Rollout Goes Smoothly in Connecticut (Wall Street Journal)
  5. Stock market exuberance is here to stay, Credit Suisse says. Here’s why investors can be positive (MarketWatch)
  6. JPMorgan Chase, Wells Fargo, Delta, TSMC, and Other Stocks to Watch This Week (Barron’s)
  7. ‘Prepare to lose all your money’ — regulator’s blunt warning on bitcoin and other cryptocurrencies (MarketWatch)
  8. Earnings Season Is About to Begin. What to Expect. (Barron’s)
  9. Nearly $170 billion wiped off cryptocurrency market in 24 hours as bitcoin pulls back (CNBC)
  10. Twitter Shares Under Pressure After Ban on Trump’s Account (Barron’s)
  11. Wall Street analysts are cautiously optimistic on J&J’s ‘one-dose’ Covid vaccine (CNBC)
  12. Goldman, JPMorgan, Citi Suspend Political Donations (Bloomberg)
  13. Trump’s social media bans are raising new questions on tech regulation (CNBC)
  14. Pickup trucks dominate America’s 10 best-selling vehicles of 2020 (CNBC)
  15. Gene-Therapy Firm Bluebird Bio Is Spinning Off Its Cancer Programs (Bloomberg)
  16. Moderna to develop vaccine candidates for seasonal flu, HIV (MarketWatch)
  17. BioNTech to target supply of up to 2 billion doses of COVID-19 vaccine in 2021 (MarketWatch)
  18. Israel Plans to Vaccinate Everyone by March. Here’s How. (Wall Street Journal)
  19. Ban on Chinese Stocks Roils Investors (Wall Street Journal)
  20. Barron’s Picks And Pans: Dividend Aristocrats, Alibaba, GameStop, Walmart And More (Yahoo! Finance)

Be in the know. 12 key reads for Sunday…

  1. Bank Stocks Are Back in Vogue on Stimulus, Interest-Rate Outlook (Bloomberg)
  2. OPEC crude output cuts should help U.S. shale profits in 2021 (Reuters)
  3. How to Turn $3,000 Into $41 Million: Investing Lessons From a Century (Barron’s)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. TEN-YEAR TREASURY YIELD EXCEEDS 1% FOR FIRST TIME SINCE MARCH — THAT’S HELPING MAKE FINANCIALS THE DAY’S STRONGEST SECTOR — MATERIALS AND INDUSTRIALS HIT RECORDS (StockCharts)
  6. Markets Update: 2021 Global Growth Outlook (GoldmanSachs)
  7. Here’s Why Formula 1 Can’t Go Electric Yet, Explained with Simple Science (TheDrive)
  8. Chess Grandmaster Hikaru Nakamura on Twitch Streaming and ‘The Queen’s Gambit’ (Bloomberg)
  9. Transition 2021: What Will Biden’s Trade Policy Look Like? (CFR)
  10. Why Breathing Through Your Nose Is Best (howstuffworks)
  11. 2021 Performance Car of the Year (Road and Track)
  12. “Jootsing”: The Key to Creativity (Farnam Street)

Be in the know. 30 key reads for Saturday…

  1. JP Morgan Guide To The Markets Q1 2021 (JP Morgan)
  2. Here Comes Joe Biden’s Washington. Consider These Stocks and Funds for Your Portfolio. (Barron’s)
  3. The Risks Are Rising for Big Tech (Barron’s)
  4. China will vie to become world financial centre, says Ray Dalio (Financial Times)
  5. Dr. Jim Loehr on Mental Toughness, Energy Management, the Power of Journaling, and Olympic Gold Medals (#490) (Tim Ferriss)
  6. The Great Wisdom of Sam Zell (Real Vision)
  7. 33 Undervalued Stocks for 2021 (Morningstar)
  8. Energy Remains the Most Undervalued Sector (Morningstar)
  9. Value and Growth Are Attached at the Hip (dividendgrowthinvestor)
  10. Bill Miller 4Q 2020 Market Letter (Miller Value)
  11. Is Value Investing Dead? Not So Fast, Says A Recent Study (Forbes)
  12. Why Rookie CEOs Outperform (Harvard Business Review)
  13. 5 Investing Insights from Charlie Munger (2020) (behavioralvalueinvestor)
  14. 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021? (thetwentyminutevc)
  15. Rob Arnott On Why Value Investing Is Here to Stay (Rob Arnott)
  16. The Best Time to Invest in Value (Validea)
  17. Wall Street Is the Most Bullish on Commodities in a Decade (Bloomberg)
  18. Stocks enter the manic, exuberant bull market stage, but that doesn’t mean it’s near ending (CNBC)
  19. Warren Buffett’s Equity Bond Method Explained (vintagevalueinvesting)
  20. Finding Value In The Stocks 2020 Left Behind (boyarvaluegroup)
  21. Kamala Harris’ top economic advisor is another BlackRock exec (New York Post)
  22. Bitcoin rally may be the ‘mother of all bubbles’ says BofA (CNN)
  23. Warren Buffett’s Latest Challenger Will Fizzle Like the Rest (Wall Street Journal)
  24. ‘Big Short’ investor Michael Burry predicts Tesla stock will collapse like the housing bubble: ‘Enjoy it while it lasts’ (Business Insider)
  25. Tom Brady Is 43. He’s Playing Like He’s 28. (Wall Street Journal)
  26. Rental Home Construction Climbs as Purchase Prices Surge (Wall Street Journal)
  27. Earnings Season Is About to Begin. Investors Are Already Looking Past it. (Barron’s)
  28. Oldies but Goodies: Some Century-Old Stocks Still Deliver (Barron’s)
  29. This Is What’s Driving Stocks to Records as the Nation Reels (Barron’s)
  30. Tiny Satellites Will Connect Cows, Cars and Shipping Containers to the Internet (Wall Street Journal)