Skip to content
Real Santa Claus Rally (Almanac Trader )
What’s Wrong with Wind and Solar? (Manhattan Institute )
The Year in Deals Can Be Summed Up in 4 Letters (New York Times )
California Reports Record COVID Cases And Deaths… Despite Strictest Lockdown (ZeroHedge )
Boom conditions for US homebuilders defy the pandemic (Financial Times )
Congress poised to vote on COVID aid package after Fed compromise (Reuters )
ECRI Weekly Leading Index Update (advisorperspectives )
Billion-Dollar Dynasties: These Are The Richest Families In America (Forbes )
Senate Leaders Clear Last Hurdle on Covid-19 Package (Wall Street Journal )
‘Coming 2 America’: First Look At Eddie Murphy’s Sequel to Comedy Classic (Maxim )
Guy Fieri’s Epic ‘Trash Can Nachos’ Are Now Available For Delivery Across U.S. (Maxim )
This Classic Aston Martin Drophead Coupe Could Be Yours (Maxim )
Epidemologist explains why COVID-19 mutations shouldn’t scare you (thenextweb )
Tiger Woods Proudly Looks on as Son Charlie, 11, Drains Impressive Shot at PNC Championship: ‘Atta Boy’ (People )
Without Frank’s RedHot There’d Be No Buffalo Wings (howstuffworks )
41 Festive Facts About Christmas Vacation (Mental Floss )
The 10 Best Movies to Watch on Netflix This Holiday Season (Mental Floss )
Everything You Need to Know About Indian Creek Island, Miami’s Most Exclusive Enclave (townandcountry )
Federal Reserve loosens restrictions on big bank stock buybacks (MarketWatch )
U.S. liquefied natural gas exports set a record in November (EIA )
The S&P 500 Could Gain Another 10% Next Year, Experts Say (Barron’s )
Washington avoids government shutdown, but no stimulus vote until Sunday at earliest (MarketWatch )
Why the Future Now Looks Brighter for Value Investing (troweprice )
The Fed Just Said Banks Could Buy Back Stock Again. (Barron’s )
Banks Have Begun to Merge Again. Next Year Could See Even More Deals. (Barron’s )
FDA approves second Covid vaccine for emergency use as it clears Moderna’s for U.S. distribution (CNBC )
Fed allows banks to resume share buybacks, JPMorgan stock jumps 5% (CNBC )
While you’re buying value stocks for your portfolio, add some diversity too (MarketWatch )
JPMorgan, Goldman to Restart Buybacks as Fed Gives Green Light (Bloomberg )
Why Natural-Gas Prices Could Continue to Rise (Barron’s )
The Last 10 Years and the Next 10 (compoundadvisors )
Fed Stress Tests Show U.S. Banks Can Withstand Covid-19 Pandemic (Wall Street Journal )
Wells Fargo to Sell Student Loan Book to Apollo, Blackstone (Bloomberg )
The Transcript 12.14.20 (theweeklytranscript )
Roblox and the Dispersal of Creativity (profgalloway )
What Do We Mean By Reinvestment? (akrecapital )
Siren Songs: IPOs & SPACs (investoramnesia )
Charlie Munger Interview (CalTech )
Moderna’s Covid-19 Vaccine Is Backed by FDA Advisory Panel (Barron’s )
Stock-market timing expert DeMark ‘confident’ S&P 500 surges 5% in next 2 weeks—then watch out! (MarketWatch )
‘Lovin’ On You’ Stock Market (SeekingAlpha )
Google’s Legal Peril Grows in Face of Third Antitrust Suit (New York Times )
Gores Holdings started at outperform with $13.50 stock price target at Wedbush (MarketWatch )
‘The biggest stimulus plan ever known to man’ is coming, strategist says — here are two ways to play it (MarketWatch )
Foreign investors dash into emerging markets at swiftest pace since 2013 (Financial Times )
The Latest Housing Data Show the Market Is Still Hot (Barron’s )
FedEx Revenue Jumps on Holiday Surge (Wall Street Journal )
General Mills Anticipates Higher Demand Beyond Pandemic (Wall Street Journal )
Fed Stays the Course (Barron’s )
What’s Inside the $908 Billion Stimulus Bill (Barron’s )
Lennar Says This Was Its Best Year Ever. What It Expects in 2021. (Barron’s )
Oil trades at more-than-9-month highs (MarketWatch )
Wall Street Is Warming Up to Exxon Mobil Stock (Barron’s )
Latest Google antitrust lawsuit accuses it of ‘unlawful’ union with Facebook (New York Post )
10 States Accuse Google of Abusing Monopoly in Online Ads (New York Times )
U.S. Housing Starts Rose For a Third-Straight Month in November (Bloomberg )
Powell Sees Light at End of Tunnel and Policy Staying Very Easy (Bloomberg )
5 things to know before FDA panel votes on Moderna’s Covid vaccine Thursday (CNBC )
Weekly jobless claims unexpectedly rise, hit highest level since early September (CNBC )
Antibody drugs could cut Covid-19 hospitalizations by half, but they’re not getting to Americans (CNBC )
Facebook declares war on Apple (MarketWatch )
DoorDash, Grubhub, Others Could Face Pared-Down Menu (Wall Street Journal )
Fed sees US GDP fully rebounding by end 2021. (Business Insider )
Goldman Sachs Has 4 Sizzling Energy Stocks to Buy That All Pay 5% or More Dividends (24/7 Wall Street )
EU sounds optimistic note as hopes for Brexit trade deal mount (Financial Times )
Pfizer COVID-19 Vaccine US Supply Could Rise 40% As FDA Clears Use Of Extra Doses In Vials (Benzinga )
These Are the U.S. Antitrust Cases Facing Google, Facebook and Others (Wall Street Journal )
Texas’ Tax Advantage Is All About Individuals, Not Business Taxes (Wall Street Journal )
16 Bank Stocks That Could Outpace the Sector in 2021 (Barron’s )
Speakeasy of secrets: Forgotten tales of debauchery from NYC’s ‘21’ Club (New York Post )
Banks’ Billions in Payouts Hinge on Fed’s View of the Pandemic (Bloomberg )
What Spending Slowdown: BofA Credit, Debt Cards Show Soaring Retail Sales (ZeroHedge )
December Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips )
Goldman Sachs Upgrades ExxonMobil (XOM) to Buy; Challenges Reflected in Valuation with Upside Potential (Street Insider )
10 Ways to Play a 2021 Energy-Stock Rebound (Barron’s )
The 2021 Dogs of The Dow (Barron’s )
The Fed’s Monetary Stimulus Has Boosted Household Wealth (Barron’s )
The Fed Is Walking a Tightrope With Its Policy Messaging (Barron’s )
It Has Definitely Been a Big Year for IPOs. It Just Might Be Tech Bubble 2.0. (Barron’s )
Tech Giants Face New Rules in Europe, Backed by Huge Fines (Wall Street Journal )
FDA Finds Moderna Covid-19 Vaccine Highly Effective (Wall Street Journal )
Congressional Leaders Say They Are Closer to Deal on Covid-19, Year-End Spending Bill (Wall Street Journal )
Real Estate’s Biggest Losers Enjoy a One-Month Stock Bounce (Wall Street Journal )
Moderna Vaccine Is Highly Protective Against Covid-19, the F.D.A. Finds (New York Times )
Critical to Vaccines, Cold Storage Is Wall Street’s Shiny New Thing (New York Times )
Leaders Close In on Aid Deal Below $900 Billion (Bloomberg )
Lyft Wants People to Be Hailing Fully Driverless Cars on Its App by 2023 (Bloomberg )
Fed Mulls Shift in Bond Buying Program: FOMC Decision-Day Guide (Bloomberg )
The FTC’s Antitrust Case Against Facebook Stakes Out New Ground (Bloomberg )
Rich States Uncover Tax Windfall, Undercutting Push for More Aid (Bloomberg )
Refinance demand jumps 105% annually, as mortgage rates set another record low (CNBC )
U.S. retail sales decrease more than expected in November (Reuters )
Fed faces tricky act balancing impact of vaccines against economic pain (Reuters )
Former poker champion says this common mistake is a ‘huge problem’ in business (Yahoo! Finance )
Southwest to take delivery of 35 737 MAX jets through end-2021 (Yahoo! Finance )
‘It’s Going to Rain Dividends and Buybacks Next Year.’ What to Expect for Markets and Consumer Stocks in 2021. (Yahoo! Finance )
Spectre of higher inflation threatens historic bond rally (Financial Times )
There is no stock market bubble (Financial Times
Wells Fargo upgraded to Outperform from Market Perform at Keefe Bruyette (TheFly )
This Is How Vaccines Are Distributed and Which Stocks Benefit (Barron’s )
‘It’s an economic war’— Warren Buffett urges Congress to extend relief for small businesses (CNBC )
Lockheed Martin awarded $900M F-16 service contract (Fox Business )
Why These Tech Stocks Face a Regulatory Reckoning in Europe On Tuesday (Barron’s )
Why Consumer Stocks Will Remain in Focus in 2021 (Barron’s )
This is not just a value recovery – it could be the biggest market opportunity of our lifetimes (fnLondon )
China’s economic recovery picked up in November (MarketWatch )
Here’s what the stock market predicts for 2021 (USA Today )
Demand for 2021 Ford F-150 pickups exceeds supply (USA Today )
The ‘Savings Glut’ Is Really a Dearth of Investment (Bloomberg )
FDA staff endorses emergency use of Moderna’s Covid vaccine in a critical step toward approval (CNBC )
Goldman Sachs CEO said that 90% of small businesses have exhausted PPP funds (CNBC )
Casinos should have a huge year in 2021, Jim Cramer says (CNBC )
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 )
Goldman Sachs CEO expresses concern about market euphoria driven by small investors buying IPOs (CNBC )
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 )
GE’s stock bounces toward snapping 3-day losing streak after Deutsche Bank boosts price target (MarketWatch )
These 3 regions hold the best bets for 2021, say top fund managers (MarketWatch )
Ameriprise, CI Eyeing Wells Fargo Asset Management Arm (Yahoo! Finance )
Fleeing New Yorkers resulted in an estimated $34 billion in lost income –study (Reuters )
EU warns that it may break up Big Tech companies (Financial Times )
FTC Demands Social-Media, Operations Data From Big Tech Companies (Wall Street Journal )
‘The Best Year Ever’: 2020 Was Surprisingly Good to Small Banks (Wall Street Journal )
Steel Orders Jump After Covid-19 Slowdown (Wall Street Journal )
December Opex Week Historically Bullish (quantifiableedges )
US STOCKS-Wall St headed higher as travel stocks rally on vaccine roll-out (Reuters )
Oil lifted on vaccine optimism, tanker explosion (MarketWatch )
The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ (Wall Street Journal )
Vaccine Boosts Fed Confidence That Worst-Case Outcomes Can Be Avoided (Wall Street Journal )
Elliott Management Has Significant Stake in Public Storage (Wall Street Journal )
Huntington Bancshares Agrees to Merge With TCF Financial (Wall Street Journal )
AstraZeneca’s Alexion Splurge Could Attract a Crowd (Wall Street Journal )
Big Tech Turns Its Lobbyists Loose on Europe, Alarming Regulators (New York Times )
CDC panel recommends Pfizer Covid vaccine for people 16 years and older (CNBC )
Michael Jordan’s New Golf Course Uses Drone To Deliver Beer To Golfers (ZeroHedge )
Goldman Strategists Say SPACs May Spur $300 Billion M&A Activity (Yahoo! Fiinance )
EU diplomat says ‘narrow path’ to a Brexit trade deal is ‘visible’ (Fox News )
‘Can’t Take My Eyes Off You’ Stock Market (SeekingAplha )
Barron’s Picks And Pans Of The Week: Time Is Ripe To Sell NIO, XPeng, Li; And Lessons From The IPO Frenzy (Benzinga )
Rally To Resume Mid-Month – Typical December Seasonal Pattern (Almanac Trader )
Are Energy Stocks About To Breakout In 2021? (kimblechartingsolutions )
Will the Fed adjust its asset purchase programme? (Financial Times )
Dividends Will Have Their Day Again (Wall Street Journal )
10 Best Value Stocks To Buy Now According To Seth Klarman (Insider Monkey )
ECRI Weekly Leading Index Update (Advisor Perspectives )
Strategists in a Major Struggle to Reach a 2021 Stock Consensus (Bloomberg )
McLaren Sells Up to 33% Stake in Racing Unit to U.S. Investors (Bloomberg )
Walgreens CEO: We Are Ready for Immediate Vaccinations (Barron’s )
Common Investing Mistakes of the Early 1900s and How to Fix Them (novelinvestor )
Hedge funds look beyond Brexit risks in bet on beaten-down UK stocks (Financial Times )
Lockdowns, Innovation, and Businesses (investoramnesia )
Apollo circling AMC as theater chain scrambles to stay afloat: sources (New York Post )
Pfizer Vaccine Cleared in U.S., a Landmark in Covid-19 Fight (Bloomberg )
Oracle Moves Headquarters to Texas, Joining Valley Exodus (Bloomberg )
New Yorkers Turn Palm Beach Into Hamptons South Fleeing Virus (Bloomberg )
‘Big Short’ investor Michael Burry studied Warren Buffett but realized he would never be as popular, and needed his own style (Business Insider )
A legendary venture-capital firm bought Airbnb shares for $0.01 each in 2009 (Business Insider )
You’re Only As Good As Your Worst Day (Farnam Street )
One stunning Airbnb chart perfectly encapsulates the ongoing IPO-market frenzy (Business Insider )
Walgreens may begin Covid vaccinations at nursing homes before Christmas (CNBC )
Airlines Gear Up to Transport Vaccines That Could Revive Travel (New York Post )
Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch )
Jerry Seinfeld — A Comedy Legend’s Systems, Routines, and Methods for Success (#485) (Tim Ferriss )
Bob Iger – Executive Chairman of The Walt Disney Company (Coffee With the Greats )
Why Value Investing Is Like Buying a House (Yahoo! Finance )
This Massive New Vertical Farm Can Produce 1,000 Tons of Produce a Year (Futurism )
The Transcript 12.07.20 (theweeklytranscript )
Distinguishing Value from Valuation (First Eagle )
Mario Gabelli at CNBC FA Summit (10.20.2020) (Gabelli TV )
Warren Buffett: Rare speech from Omaha Press Club 1992 (YouTube )
NIO, Xpeng, and Li Auto Are Not the Next Tesla. Why It’s Time to Unplug From Chinese EV Stocks (Barron’s )
It Was a Crazy Week for IPOs. Here Are 9 Things Investors Need to Know. (Barron’s )
Stock-market uncertainty runs high headed into Fed’s final meeting of 2020 (MarketWatch )
Cheers for International Stocks Are Getting Louder (Barron’s )
Kraft Heinz Director Elio Leoni Sceti Bought Up Shares (Barron’s )
8 Ways the U.S. Can Compete with China and Build Up Middle America (Barron’s )
How Pfizer Delivered a Covid Vaccine in Record Time: Crazy Deadlines, a Pushy CEO (Wall Street Journal )
The one big reason growth stocks have outperformed over the last decade is about to change, strategist says (MarketWatch )
JPMorgan sees $1 trillion flowing into the stock market in 2021 amid ‘one of the best environments’ in years (Business Insider )
Mortgage Originations Are on Pace for Best Year Ever (Wall Street Journal )
Stocks Due for a Quick Pop and Stocks Due to Drop (Barron’s )
Lyft Stock Could Rally Another 30%, One Analyst Says. Here’s Why He Thinks So. (Barron’s )
Congress stuck after McConnell resists state aid in COVID-19 deal (New York Post )
Disney May Finally Make Netflix Sweat (Wall Street Journal )
5 Dividend-Paying Pharmaceutical Stocks to Buy for Solid 2021 Total Return (24/7 Wall Street )
From Bob Dylan to Blondie — why investors are buying up hit songs (Financial Times )
Was Buffett Right About Energy In 2020? (Yahoo! Finance )
Citigroup and Wells Fargo Are Morgan Stanley’s Top Bank Stock Picks (Barron’s )
Natural Gas Prices Outpaced Oil in 2020. Here’s Why They Could Keep Rising. (Barron’s )
Porsche Isn’t Giving Up On The Combustion Engine (ZeroHedge )
Big Tech has an antitrust target on its back — and here’s why that should concern investors (MarketWatch )
Goodbye Covid, Hello Inflation? (Wall Street Journal )