Be in the know. 18 key reads for Sunday…

  1. Real Santa Claus Rally (Almanac Trader)
  2. What’s Wrong with Wind and Solar? (Manhattan Institute)
  3. The Year in Deals Can Be Summed Up in 4 Letters (New York Times)
  4. California Reports Record COVID Cases And Deaths… Despite Strictest Lockdown (ZeroHedge)
  5. Boom conditions for US homebuilders defy the pandemic (Financial Times)
  6. Congress poised to vote on COVID aid package after Fed compromise (Reuters)
  7. ECRI Weekly Leading Index Update (advisorperspectives)
  8. Billion-Dollar Dynasties: These Are The Richest Families In America (Forbes)
  9. Senate Leaders Clear Last Hurdle on Covid-19 Package (Wall Street Journal)
  10. ‘Coming 2 America’: First Look At Eddie Murphy’s Sequel to Comedy Classic (Maxim)
  11. Guy Fieri’s Epic ‘Trash Can Nachos’ Are Now Available For Delivery Across U.S. (Maxim)
  12. This Classic Aston Martin Drophead Coupe Could Be Yours (Maxim)
  13. Epidemologist explains why COVID-19 mutations shouldn’t scare you (thenextweb)
  14. Tiger Woods Proudly Looks on as Son Charlie, 11, Drains Impressive Shot at PNC Championship: ‘Atta Boy’ (People)
  15. Without Frank’s RedHot There’d Be No Buffalo Wings (howstuffworks)
  16. 41 Festive Facts About Christmas Vacation (Mental Floss)
  17. The 10 Best Movies to Watch on Netflix This Holiday Season (Mental Floss)
  18. Everything You Need to Know About Indian Creek Island, Miami’s Most Exclusive Enclave (townandcountry)

Be in the know. 20 key reads for Saturday…

  1. Federal Reserve loosens restrictions on big bank stock buybacks (MarketWatch)
  2. U.S. liquefied natural gas exports set a record in November (EIA)
  3. The S&P 500 Could Gain Another 10% Next Year, Experts Say (Barron’s)
  4. Washington avoids government shutdown, but no stimulus vote until Sunday at earliest (MarketWatch)
  5. Why the Future Now Looks Brighter for Value Investing (troweprice)
  6. The Fed Just Said Banks Could Buy Back Stock Again. (Barron’s)
  7. Banks Have Begun to Merge Again. Next Year Could See Even More Deals. (Barron’s)
  8. FDA approves second Covid vaccine for emergency use as it clears Moderna’s for U.S. distribution (CNBC)
  9. Fed allows banks to resume share buybacks, JPMorgan stock jumps 5% (CNBC)
  10. While you’re buying value stocks for your portfolio, add some diversity too (MarketWatch)
  11. JPMorgan, Goldman to Restart Buybacks as Fed Gives Green Light (Bloomberg)
  12. Why Natural-Gas Prices Could Continue to Rise (Barron’s)
  13. The Last 10 Years and the Next 10 (compoundadvisors)
  14. Fed Stress Tests Show U.S. Banks Can Withstand Covid-19 Pandemic (Wall Street Journal)
  15. Wells Fargo to Sell Student Loan Book to Apollo, Blackstone (Bloomberg)
  16. The Transcript 12.14.20 (theweeklytranscript)
  17. Roblox and the Dispersal of Creativity (profgalloway)
  18. What Do We Mean By Reinvestment? (akrecapital)
  19. Siren Songs: IPOs & SPACs (investoramnesia)
  20. Charlie Munger Interview (CalTech)

Be in the know. 10 key reads for Friday…

  1. Moderna’s Covid-19 Vaccine Is Backed by FDA Advisory Panel (Barron’s)
  2. Stock-market timing expert DeMark ‘confident’ S&P 500 surges 5% in next 2 weeks—then watch out! (MarketWatch)
  3. ‘Lovin’ On You’ Stock Market (SeekingAlpha)
  4. Google’s Legal Peril Grows in Face of Third Antitrust Suit (New York Times)
  5. Gores Holdings started at outperform with $13.50 stock price target at Wedbush (MarketWatch)
  6. ‘The biggest stimulus plan ever known to man’ is coming, strategist says — here are two ways to play it (MarketWatch)
  7. Foreign investors dash into emerging markets at swiftest pace since 2013 (Financial Times)
  8. The Latest Housing Data Show the Market Is Still Hot (Barron’s)
  9. FedEx Revenue Jumps on Holiday Surge (Wall Street Journal)
  10. General Mills Anticipates Higher Demand Beyond Pandemic (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Fed Stays the Course (Barron’s)
  2. What’s Inside the $908 Billion Stimulus Bill (Barron’s)
  3. Lennar Says This Was Its Best Year Ever. What It Expects in 2021. (Barron’s)
  4. Oil trades at more-than-9-month highs (MarketWatch)
  5. Wall Street Is Warming Up to Exxon Mobil Stock (Barron’s)
  6. Latest Google antitrust lawsuit accuses it of ‘unlawful’ union with Facebook (New York Post)
  7. 10 States Accuse Google of Abusing Monopoly in Online Ads (New York Times)
  8. U.S. Housing Starts Rose For a Third-Straight Month in November (Bloomberg)
  9. Powell Sees Light at End of Tunnel and Policy Staying Very Easy (Bloomberg)
  10. 5 things to know before FDA panel votes on Moderna’s Covid vaccine Thursday (CNBC)
  11. Weekly jobless claims unexpectedly rise, hit highest level since early September (CNBC)
  12. Antibody drugs could cut Covid-19 hospitalizations by half, but they’re not getting to Americans (CNBC)
  13. Facebook declares war on Apple (MarketWatch)
  14. DoorDash, Grubhub, Others Could Face Pared-Down Menu (Wall Street Journal)
  15. Fed sees US GDP fully rebounding by end 2021. (Business Insider)
  16. Goldman Sachs Has 4 Sizzling Energy Stocks to Buy That All Pay 5% or More Dividends (24/7 Wall Street)
  17. EU sounds optimistic note as hopes for Brexit trade deal mount (Financial Times)
  18. Pfizer COVID-19 Vaccine US Supply Could Rise 40% As FDA Clears Use Of Extra Doses In Vials (Benzinga)
  19. These Are the U.S. Antitrust Cases Facing Google, Facebook and Others (Wall Street Journal)
  20. Texas’ Tax Advantage Is All About Individuals, Not Business Taxes (Wall Street Journal)

Be in the know. 30 key reads for Wednesday…

  1. 16 Bank Stocks That Could Outpace the Sector in 2021 (Barron’s)
  2. Speakeasy of secrets: Forgotten tales of debauchery from NYC’s ‘21’ Club (New York Post)
  3. Banks’ Billions in Payouts Hinge on Fed’s View of the Pandemic (Bloomberg)
  4. What Spending Slowdown: BofA Credit, Debt Cards Show Soaring Retail Sales (ZeroHedge)
  5. December Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
  6. Goldman Sachs Upgrades ExxonMobil (XOM) to Buy; Challenges Reflected in Valuation with Upside Potential (Street Insider)
  7. 10 Ways to Play a 2021 Energy-Stock Rebound (Barron’s)
  8. The 2021 Dogs of The Dow (Barron’s)
  9. The Fed’s Monetary Stimulus Has Boosted Household Wealth (Barron’s)
  10. The Fed Is Walking a Tightrope With Its Policy Messaging (Barron’s)
  11. It Has Definitely Been a Big Year for IPOs. It Just Might Be Tech Bubble 2.0. (Barron’s)
  12. Tech Giants Face New Rules in Europe, Backed by Huge Fines (Wall Street Journal)
  13. FDA Finds Moderna Covid-19 Vaccine Highly Effective (Wall Street Journal)
  14. Congressional Leaders Say They Are Closer to Deal on Covid-19, Year-End Spending Bill (Wall Street Journal)
  15. Real Estate’s Biggest Losers Enjoy a One-Month Stock Bounce (Wall Street Journal)
  16. Moderna Vaccine Is Highly Protective Against Covid-19, the F.D.A. Finds (New York Times)
  17. Critical to Vaccines, Cold Storage Is Wall Street’s Shiny New Thing (New York Times)
  18. Leaders Close In on Aid Deal Below $900 Billion (Bloomberg)
  19. Lyft Wants People to Be Hailing Fully Driverless Cars on Its App by 2023 (Bloomberg)
  20. Fed Mulls Shift in Bond Buying Program: FOMC Decision-Day Guide (Bloomberg)
  21. The FTC’s Antitrust Case Against Facebook Stakes Out New Ground (Bloomberg)
  22. Rich States Uncover Tax Windfall, Undercutting Push for More Aid (Bloomberg)
  23. Refinance demand jumps 105% annually, as mortgage rates set another record low (CNBC)
  24. U.S. retail sales decrease more than expected in November (Reuters)
  25. Fed faces tricky act balancing impact of vaccines against economic pain (Reuters)
  26. Former poker champion says this common mistake is a ‘huge problem’ in business (Yahoo! Finance)
  27. Southwest to take delivery of 35 737 MAX jets through end-2021 (Yahoo! Finance)
  28. ‘It’s Going to Rain Dividends and Buybacks Next Year.’ What to Expect for Markets and Consumer Stocks in 2021. (Yahoo! Finance)
  29. Spectre of higher inflation threatens historic bond rally (Financial Times)
  30. There is no stock market bubble (Financial Times

Be in the know. 25 key reads for Tuesday…

  1. Wells Fargo upgraded to Outperform from Market Perform at Keefe Bruyette (TheFly)
  2. This Is How Vaccines Are Distributed and Which Stocks Benefit (Barron’s)
  3. ‘It’s an economic war’— Warren Buffett urges Congress to extend relief for small businesses (CNBC)
  4. Lockheed Martin awarded $900M F-16 service contract (Fox Business)
  5. Why These Tech Stocks Face a Regulatory Reckoning in Europe On Tuesday (Barron’s)
  6. Why Consumer Stocks Will Remain in Focus in 2021 (Barron’s)
  7. This is not just a value recovery – it could be the biggest market opportunity of our lifetimes (fnLondon)
  8. China’s economic recovery picked up in November (MarketWatch)
  9. Here’s what the stock market predicts for 2021 (USA Today)
  10. Demand for 2021 Ford F-150 pickups exceeds supply (USA Today)
  11. The ‘Savings Glut’ Is Really a Dearth of Investment (Bloomberg)
  12. FDA staff endorses emergency use of Moderna’s Covid vaccine in a critical step toward approval (CNBC)
  13. Goldman Sachs CEO said that 90% of small businesses have exhausted PPP funds (CNBC)
  14. Casinos should have a huge year in 2021, Jim Cramer says (CNBC)
  15. The S&P 500 could soar 18% in 2021 as social and economic disruptions from the pandemic reverse, says a Wall Street chief strategist (Business Insider)
  16. Goldman Sachs CEO expresses concern about market euphoria driven by small investors buying IPOs (CNBC)
  17. Warren Buffett’s right-hand man discussed the ‘frenzy’ in stocks, technological shifts, and what makes a great investor in a recent interview. Here are Charlie Munger’s 22 best quotes. (Business Insider)
  18. GE’s stock bounces toward snapping 3-day losing streak after Deutsche Bank boosts price target (MarketWatch)
  19. These 3 regions hold the best bets for 2021, say top fund managers (MarketWatch)
  20. Ameriprise, CI Eyeing Wells Fargo Asset Management Arm (Yahoo! Finance)
  21. Fleeing New Yorkers resulted in an estimated $34 billion in lost income –study (Reuters)
  22. EU warns that it may break up Big Tech companies (Financial Times)
  23. FTC Demands Social-Media, Operations Data From Big Tech Companies (Wall Street Journal)
  24. ‘The Best Year Ever’: 2020 Was Surprisingly Good to Small Banks (Wall Street Journal)
  25. Steel Orders Jump After Covid-19 Slowdown (Wall Street Journal)

Be in the know. 15 key reads for Monday…

  1. December Opex Week Historically Bullish (quantifiableedges)
  2. US STOCKS-Wall St headed higher as travel stocks rally on vaccine roll-out (Reuters)
  3. Oil lifted on vaccine optimism, tanker explosion (MarketWatch)
  4. The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ (Wall Street Journal)
  5. Vaccine Boosts Fed Confidence That Worst-Case Outcomes Can Be Avoided (Wall Street Journal)
  6. Elliott Management Has Significant Stake in Public Storage (Wall Street Journal)
  7. Huntington Bancshares Agrees to Merge With TCF Financial (Wall Street Journal)
  8. AstraZeneca’s Alexion Splurge Could Attract a Crowd (Wall Street Journal)
  9. Big Tech Turns Its Lobbyists Loose on Europe, Alarming Regulators (New York Times)
  10. CDC panel recommends Pfizer Covid vaccine for people 16 years and older (CNBC)
  11. Michael Jordan’s New Golf Course Uses Drone To Deliver Beer To Golfers (ZeroHedge)
  12. Goldman Strategists Say SPACs May Spur $300 Billion M&A Activity (Yahoo! Fiinance)
  13. EU diplomat says ‘narrow path’ to a Brexit trade deal is ‘visible’ (Fox News)
  14. ‘Can’t Take My Eyes Off You’ Stock Market (SeekingAplha)
  15. Barron’s Picks And Pans Of The Week: Time Is Ripe To Sell NIO, XPeng, Li; And Lessons From The IPO Frenzy (Benzinga)

Be in the know. 8 key reads for Sunday…

  1. Rally To Resume Mid-Month – Typical December Seasonal Pattern (Almanac Trader)
  2. Are Energy Stocks About To Breakout In 2021? (kimblechartingsolutions)
  3. Will the Fed adjust its asset purchase programme? (Financial Times)
  4. Dividends Will Have Their Day Again (Wall Street Journal)
  5. 10 Best Value Stocks To Buy Now According To Seth Klarman (Insider Monkey)
  6. ECRI Weekly Leading Index Update (Advisor Perspectives)
  7. Strategists in a Major Struggle to Reach a 2021 Stock Consensus (Bloomberg)
  8. McLaren Sells Up to 33% Stake in Racing Unit to U.S. Investors (Bloomberg)

Be in the know. 30 key reads for Saturday…

  1. Walgreens CEO: We Are Ready for Immediate Vaccinations (Barron’s)
  2. Common Investing Mistakes of the Early 1900s and How to Fix Them (novelinvestor)
  3. Hedge funds look beyond Brexit risks in bet on beaten-down UK stocks (Financial Times)
  4. Lockdowns, Innovation, and Businesses (investoramnesia)
  5. Apollo circling AMC as theater chain scrambles to stay afloat: sources (New York Post)
  6. Pfizer Vaccine Cleared in U.S., a Landmark in Covid-19 Fight (Bloomberg)
  7. Oracle Moves Headquarters to Texas, Joining Valley Exodus (Bloomberg)
  8. New Yorkers Turn Palm Beach Into Hamptons South Fleeing Virus (Bloomberg)
  9. ‘Big Short’ investor Michael Burry studied Warren Buffett but realized he would never be as popular, and needed his own style (Business Insider)
  10. A legendary venture-capital firm bought Airbnb shares for $0.01 each in 2009 (Business Insider)
  11. You’re Only As Good As Your Worst Day (Farnam Street)
  12. One stunning Airbnb chart perfectly encapsulates the ongoing IPO-market frenzy (Business Insider)
  13. Walgreens may begin Covid vaccinations at nursing homes before Christmas (CNBC)
  14. Airlines Gear Up to Transport Vaccines That Could Revive Travel (New York Post)
  15. Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
  16. Jerry Seinfeld — A Comedy Legend’s Systems, Routines, and Methods for Success (#485) (Tim Ferriss)
  17. Bob Iger – Executive Chairman of The Walt Disney Company (Coffee With the Greats)
  18. Why Value Investing Is Like Buying a House (Yahoo! Finance)
  19. This Massive New Vertical Farm Can Produce 1,000 Tons of Produce a Year (Futurism)
  20. The Transcript 12.07.20 (theweeklytranscript)
  21. Distinguishing Value from Valuation (First Eagle)
  22. Mario Gabelli at CNBC FA Summit (10.20.2020) (Gabelli TV)
  23. Warren Buffett: Rare speech from Omaha Press Club 1992 (YouTube)
  24. NIO, Xpeng, and Li Auto Are Not the Next Tesla. Why It’s Time to Unplug From Chinese EV Stocks (Barron’s)
  25. It Was a Crazy Week for IPOs. Here Are 9 Things Investors Need to Know. (Barron’s)
  26. Stock-market uncertainty runs high headed into Fed’s final meeting of 2020 (MarketWatch)
  27. Cheers for International Stocks Are Getting Louder (Barron’s)
  28. Kraft Heinz Director Elio Leoni Sceti Bought Up Shares (Barron’s)
  29. 8 Ways the U.S. Can Compete with China and Build Up Middle America (Barron’s)
  30. How Pfizer Delivered a Covid Vaccine in Record Time: Crazy Deadlines, a Pushy CEO (Wall Street Journal)

Be in the know. 15 key reads for Friday…

  1. The one big reason growth stocks have outperformed over the last decade is about to change, strategist says (MarketWatch)
  2. JPMorgan sees $1 trillion flowing into the stock market in 2021 amid ‘one of the best environments’ in years (Business Insider)
  3. Mortgage Originations Are on Pace for Best Year Ever (Wall Street Journal)
  4. Stocks Due for a Quick Pop and Stocks Due to Drop (Barron’s)
  5. Lyft Stock Could Rally Another 30%, One Analyst Says. Here’s Why He Thinks So. (Barron’s)
  6. Congress stuck after McConnell resists state aid in COVID-19 deal (New York Post)
  7. Disney May Finally Make Netflix Sweat (Wall Street Journal)
  8. 5 Dividend-Paying Pharmaceutical Stocks to Buy for Solid 2021 Total Return (24/7 Wall Street)
  9. From Bob Dylan to Blondie — why investors are buying up hit songs (Financial Times)
  10. Was Buffett Right About Energy In 2020? (Yahoo! Finance)
  11. Citigroup and Wells Fargo Are Morgan Stanley’s Top Bank Stock Picks (Barron’s)
  12. Natural Gas Prices Outpaced Oil in 2020. Here’s Why They Could Keep Rising. (Barron’s)
  13. Porsche Isn’t Giving Up On The Combustion Engine (ZeroHedge)
  14. Big Tech has an antitrust target on its back — and here’s why that should concern investors (MarketWatch)
  15. Goodbye Covid, Hello Inflation? (Wall Street Journal)