Category: What I’m Reading Today

Be in the know. 15 key reads for Thursday…

  1. Why Goldman Sachs strategists say a ‘sizable correction’ isn’t about to come for this bullish investor frenzy (MarketWatch)
  2. Standing Tall. The Energy Report 12/10/2020 (Phil Flynn)
  3. The Frankie Valli, “Can’t Take My Eyes Off You” Stock Market… (ZeroHedge)
  4. Oil edges toward $50 a barrel on vaccine optimism (MarketWatch)
  5. Why Investors Should Put U.K. Defense Firm Babcock Back on Their Radar (Barron’s)
  6. GE Reaches $200M Settlement With the SEC. Why That’s a Win for the Stock. (Barron’s)
  7. Airbnb’s IPO Is Guaranteed to Be a Success. Here’s Why. (Barron’s)
  8. Airbnb’s IPO Warning: Unhappy Neighbors Are Fighting Back (Wall Street Journal)
  9. Facebook Hit With Antitrust Lawsuits by FTC, State Attorneys General (Wall Street Journal)
  10. Morgan Stanley pledges $2 million for struggling street food vendors (New York Post)
  11. Texas launching rapid coronavirus testing program for small businesses (Fox Business)
  12. D.E. Shaw Is Said to Push Exxon Mobil to Cut Spending, Costs (Bloomberg)
  13. Lawmakers Weigh Competing Covid-19 Aid Proposals (Wall Street Journal)
  14. Elon Musk Decries ‘M.B.A.-ization’ of America (Wall Street Journal)
  15. Facebook Breakup Would Demolish Zuckerberg’s Social Media Empire (Bloomberg)

Be in the know. 18 key reads for Wednesday…

  1. Johnson & Johnson Expects Vaccine Trial Results in January (Barron’s)
  2. Looking For Light. The Energy Report 12/09/2020 (Phil Flynn)
  3. The Latest Lap in Bluebird’s and Crispr’s Race to Cure Sickle Cell (Barron’s)
  4. “No End In Sight”: Watch Gundlach’s DoubleLine Webcast (ZeroHedge)
  5. ECB Preview: Here Comes Another €500 Billion In QE (ZeroHedge)
  6. The Consumer Could Explode in 2021. Here Are the Stocks to Buy. (Barron’s)
  7. White House Proposes $916 Billion Stimulus Package With Direct Payments to Americans (Barron’s)
  8. Wall Street Is Still Cautious on Wells Fargo Stock. Analysts have increasingly warmed to the bank in recent months, believing that it has more upside than peers as it navigates through regulatory issues. (Barron’s)
  9. A Life-Changing Ferrari 458 Spider (WSJ)
  10. Boeing Makes First 737 MAX Delivery Since Lifting of FAA Ban (Wall Street Journal)
  11. Louis Pasteur Had Good Advice About Luck and Life (Wall Street Journal)
  12. Stock Buybacks Have Fallen Off a Cliff. Why They’re Set to Make a Comeback. (Barron’s)
  13. The market may be about to pause, this strategist says — but he’s still optimistic about stocks next year (MarketWatch)
  14. Ray Dalio Sees ‘Flood of Money’ With Soaring Asset Prices (Bloomberg)
  15. How To Invest Like Nelson Peltz (Benzinga)
  16. Wall Street forecasts just keep going up: Morning Brief (Yahoo! Finance)
  17. A Short Seller Claims a ‘Fictional Character’ Wrote This Company’s Medical Research (Institutional Investor)
  18. Jamie Dimon signals strong end to year on Wall Street (Financial Times)

Be in the know. 15 key reads for Tuesday…

  1. These 4 technical indicators are pointing to a roaring stock market in the 1st half of 2021, according to BofA (Business Insider)
  2. The Case For Value And What It Means For Europe (ZeroHedge)
  3. Raytheon’s board OKs $5 billion share buyback (MarketWatch)
  4. Watch this signal to see if the rally can continue, strategist says (MarketWatch)
  5. ‘Smart money’ index hits one-year low, as stock market trades near records (MarketWatch)
  6. Chamath Palihapitiya – The Social Capital Flywheel (EP.167) (capitalallocatorspodcast)
  7. Bill Gates Says 6 COVID-19 Vaccines Likely To Get Regulatory Approval By Q1 (Benzinga)
  8. Boeing 737 MAX Passenger Flights To Start With Brazil’s Gol (Benzinga)
  9. Restaurant owner: Coronavirus lockdowns in California will bring death, poverty (Fox Business)
  10. Does Dan Loeb Secretly Love Short Selling? (institutionalinvestor)
  11. UBS Upgrades Boeing (BA) to Buy; Out-Year FCF Estimates Move Materially Higher (Street Insider)
  12. GE’s stock gains after $4 billion in actions to strengthen balance sheet (MarketWatch)
  13. Pfizer Shot Effective, Safe, FDA Staff Says Before Meeting (Bloomberg)
  14. U.K. Begins Western World’s First Covid Shots (Bloomberg)
  15. Why the market’s lowest-quality stocks are embarking upon a rally that should extend for months, according to one Wall Street strategist (Business Insider)

Be in the know. 20 key reads for Monday…

  1. Goldman Sees Higher Oil Prices in 2021 After OPEC+ Agreement (Street Insider)
  2. The stock market is undergoing a ‘rare reversal’ that’s historically signaled double-digit returns to come, says one Wall Street chief strategist (Business Insider)
  3. Walgreens (WBA) Options Activity Resuscitates LBO Talk – Deutsche Bank (Street Insider)
  4. Wall Street headed lower on Sino-U.S. tensions; stimulus deal awaited (Reuters)
  5. Wayne Gretzky’s rookie card could be the first in hockey to break the $1-million milestone (The Star)
  6. ‘We are only in the middle of the bull market’ and a buying opportunity could come soon, JPMorgan says (MarketWatch)
  7. Relationship between a rising stock market and weak dollar strongest since the wake of the financial crisis — will it continue? (MarketWatch)
  8. The Boeing MAX 737 Jet Is Carrying Passengers Again. What It Means for the Stock. (Barron’s)
  9. 7 Stocks That Could Soar on Higher Oil Prices (Barron’s)
  10. JPMorgan Warns of Crowded Trades Amid Markets’ ‘Clear Consensus’ (Bloomberg)
  11. Barron’s Latest Picks And Pans: Airbnb, Bank Stocks, Dividend Aristocrats And More  (Benzinga)
  12. Pound falls over deadlock in EU-UK trade talks (Financial Times)
  13. UBS Upgrades Spirit AeroSystems (SPR) to Buy; 737 Accounted for ~90% of Earnings in 2018 (Street Insider)
  14. A Covid Vaccine Has Arrived. Get Ready for the Rollout (Bloomberg)
  15. Details of $908 Billion U.S. Pandemic Relief Plan Set for Release (Bloomberg)
  16. Airbnb, DoorDash Boost Price Ranges Ahead of Mega Week for IPOs (Bloomberg)
  17. These 10 vehicles are the hottest 2021 classic cars, according to collector car insurer Hagerty (USA Today)
  18. Nearly $4.4 trillion of home mortgages are set to be originated this year (Bloomberg)
  19. JPMorgan sends policy recommendations to Biden team on ways to prevent more Covid-related misery (CNBC)
  20. Gene Editing Shows Promise in Sickle-Cell Disease (Wall Street Journal)

Be in the know. 16 key reads for Sunday…

  1. Stock market 2021: Stocks expected to keep climbing as strategists look to a brighter 2021 (Yahoo! Finance)
  2. U.S. Vaccines May Start Friday Amid Covid’s Worst: Virus Update (Bloomberg)
  3. Why a vaccine won’t be yet another ‘false dawn’ for value stocks: ‘This one does feel different’ (fnLondon)
  4. 7 Bank Stocks That Could Thrive in the Biden Era (Barron’s)
  5. Saudis Raise Crude Pricing to Asia as Vaccines Buoy Oil Market (Bloomberg)
  6. A Monetary Mind at the Treasury (project-syndicate)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. TEN-YEAR TREASURY YIELD NEAR 1% MARK… STOCK INDEXES ARE HITTING NEW RECORDS — FINANCIAL SPDR HITS NEW RECOVERY HIGH (John Murphy)
  9. Top economists say this is what’s on their stimulus wishlist—and the bipartisan bill looks pretty close (Fortune)
  10. Wolfgang Puck Is Now Shipping His Famed Smoked Salmon Pizza Nationwide (Robb Report)
  11. Bryan Cranston Breaks Bad Again. And It’s a Thrill to Watch. (Daily Beast)
  12. How Moderna’s Vaccine Works (New York Times)
  13. Sean Connery’s 007 pistol from ‘Dr.No’ sells for $256,000 (OANN)
  14. 2021 Dodge Durango SRT Hellcat Quick Review: C’mon and Bring the Family to 180 MPH (The Drive)
  15. Elon Musk Is Reportedly Heading to Texas for a Tax Break (gizmodo)
  16. Here are 3 under-the-radar market story lines that could surprise investors in 2021 (CNBC)

Be in the know. 25 key reads for Saturday…

  1. Energy stocks propel S&P 500 to new record (Financial Times)
  2. Airbnb’s IPO Will Be Hot. Its Stock Will Be Worth the Price. (Barron’s)
  3. Ignore the ‘top callers,’ there’s still ‘easy money’ to be made this year, hedge-fund manager says (MarketWatch)
  4. Howard Marks Outlines Investment Opportunities, Risks (Barron’s)
  5. The ‘Elevation’ Stock Market (Seeking Alpha)
  6. The Boeing MAX 737 Jet Is Carrying Passengers Again. What It Means for the Stock. (Barron’s)
  7. Oil prices up 5 straight weeks to 9-month high after OPEC+ deal to only slowly unwind output cuts (MarketWatch)
  8. Move Over, Millennials! Baby Boomers Are Fueling Latest Stock Rally (Barron’s)
  9. The Top 30 Stocks Over the Last 30 Years… (Compound Advisors)
  10. China Recently Unveiled Its Latest 5-Year Plan. Here are the Highlights. (Barron’s)
  11. Stimulus Optimism Grows, and Congress Gets Job-Market Alert (Bloomberg)
  12. U.S. sells more than $175 billion in weapons to foreign governments, nearly 3% higher than last year (CNBC)
  13. Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
  14. In Greenwich, Connecticut, money is no object. Real estate there is on fire (CNN Business)
  15. Small Cap Rotation, Reopening, and Reversion (royce)
  16. Review: The Ghost is more modest and simple, but it’s still a Rolls-Royce (CNN Business)
  17. Equity Put/Call Ratio at Historical Extreme, but… (QuantifiableEdges)
  18. SpaceX Will Launch Remote Controlled Racecars to Lunar Surface (futurism)
  19. Daniel Ek, CEO of Spotify — The Art of Seeing Around Corners, Two-Year Missions, Top Books, and the Essence of Fire Soul (#484) (Tim Ferriss)
  20. Warren Buffett: How Fisher’s Scuttlebutt Method Changed My Life (acquirersmultiple)
  21. Secrets of the Market Wizards with Jack Schwager (investorhour)
  22. Comparative Roaring ’20s (yardeni)
  23. Small Cap Rotation, Reopening, and Reversion (Royce)
  24. Explore Or Exploit? How To Choose New Opportunities (Farnam Street)
  25. Value Investing: A History (investoramnesia)

Be in the know. 20 key reads for Friday…

  1. Ignore the ‘top callers,’ there’s still ‘easy money’ to be made this year, hedge-fund manager says (MarketWatch)
  2. Value Stock Rally Buoys Returns of Dividend Payers (Barron’s)
  3. Banks could see a windfall as economy recovers: ‘Biggest reserve release in the history of banking’ (CNBC)
  4. BofA Hikes Price Target on GE (GE) to $13 After Raising Numbers Amid Covid-19 Update (Street Insider)
  5. Boeing (BA) Confirms Ryanair Ordered 75 More 737 MAX Jets (Street Insider)
  6. Paul Tudor Jones sees ‘massive boom’ after COVID-19 vaccine gets released (Yahoo! Finance)
  7. Moderna Says It Will Ship 100M-125M COVID-19 Vaccine Doses Worldwide In Q1 (Benzinga)
  8. Best Bet in a Down Year: The Dividend Aristocrats (Barron’s)
  9. Oil pushes toward $50 a barrel after OPEC+ deal to slowly taper production cuts (MarketWatch)
  10. Why a rising stock market and a weak dollar are likely to keep going hand in hand (MarketWatch)
  11. Marvell Stock Dips After Earnings Report Warns of Supply Constraints (Barron’s)
  12. Pfizer Denies Its Vaccine Production Is Seeing New Delays (Barron’s)
  13. Pfizer And Moderna Face Their Biggest Challenge: Vaccinating The World (Investor’s Business Daily)
  14. Where’s the stock market going next? Look at the 1960s for an answer, says a Fidelity strategist (MarketWatch)
  15. Mortgage Industry Roars to Best Year Ever, Courtesy of the Fed (Bloomberg)
  16. Pelosi and McConnell resume talks as Congress rushes to strike a Covid stimulus deal (CNBC)
  17. The 12 best Christmas songs to listen to this holiday season and beyond (New York Post)
  18. Coronavirus Stimulus Talks Moving in Right Direction, Party Leaders Say (Wall Street Journal)
  19. Dry Ice Demand Swells as Covid-19 Vaccines Prepare for Deployment (Wall Street Journal)
  20. Could the ‘China Hustle’ Law End the Big Short? (Institutional Investor)

Be in the know. 22 key reads for Thursday…

  1. CVS, Walgreens Gear Up to Deliver Covid-19 Vaccines to Nursing Homes (Wall Street Journal)
  2. Shell’s Cash Flow Story Is ‘Too Good to Ignore.’ It’s Time to Buy the Stock, Says Bernstein. (Barron’s)
  3. Energy Stock Short Sellers Took A $6.3B Loss In November As Oil Prices Rebounded (Benzinga)
  4. GE Stock Has Been on the Rise. Here’s Why. (Barron’s)
  5. Do we have a Deal? The Energy Report 12/03/2020 (Phil Flynn)
  6. The U2, “Elevation” Stock Market (and Sentiment Results)… (ZeroHedge)
  7. House Passes China Delisting Bill. What That Means for Investors. (Barron’s)
  8. China services-sector activity sped up in November (MarketWatch)
  9. Intel Has Been Missing an AI Business to Compete With Nvidia. It’s Finally Here. (Barron’s)
  10. Lyft Shares Spike on an Improving Cost Outlook (Barron’s)
  11. Economists at Goldman Sachs expect $700 billion stimulus (MarketWatch)
  12. The Market Should Worry About 2022, Not 2021 (Wall Street Journal)
  13. Travis Scott earned $20M from McDonald’s partnership: report (Fox Business)
  14. Wall Street is already increasing its 2021 price targets: Morning Brief (Yahoo! Finance)
  15. Teradyne CEO Jagiela Prizes Knowledge Over Power (Investor’s Business Daily)
  16. Alarmists are pushing a false narrative on the US economy. Here are the clear and obvious reasons to be hopeful about an American bounce back. (Business Insider)
  17. 4 reasons why the S&P 500 will soar 25% by the end of 2022, according to Goldman’s US stock chief (Business Insider)
  18. The Best Car I Drove in 2020—Plus Eight Runners-Up (Bloomberg)
  19. Saudi Arabia, Qatar Near U.S.-Brokered Deal to End Lengthy Rift (Bloomberg)
  20. Going After Big Tech Is One Thing Global Leaders Agree On (Bloomberg)
  21. Coronavirus-Stimulus Efforts Pick Up Speed (Wall Street Journal)
  22. Amazon in Talks to Buy Podcast Maker Wondery (Wall Street Journal)

 

Be in the know. 15 key reads for Wednesday…

  1. FDIC: Banks’ net profits climbed $32.4 billion to $51.2 billion in the third quarter. Earnings were largely boosted by a $47.5 billion decline in loan-loss provisions. (Business Insider)
  2. Why 2021 May at Last Be the Year of the Great Rotation (Barron’s)
  3. Investors are overlooking this one thing, major bank says as it sets 4,000 target on S&P 500 (MarketWatch)
  4. Bank of America says says investor bullishness is rising, but is not yet euphoric. Here why that signals the S&P 500 could gain 10% over the next year. (Business Insider)
  5. The Manufacturing Recovery Continues. That’s Good News for These Stocks. (Barron’s)
  6. China Delisting Bill Could Pass This Week in U.S. What That Means For Investors. (Barron’s)
  7. Mnuchin, Pelosi Discuss Stimulus Package (Barron’s)
  8. Asserting Authority. The Energy Report 12/02/2020 (Phil Flynn)
  9. Pelosi, McConnell Fan Stimulus Hopes With 2020 Clock Running Out (Bloomberg)
  10. U.K. Clears Pfizer Covid Vaccine for First Shots Next Week (Bloomberg)
  11. Asia’s 20 Richest Families Control $463 Billion (Bloomberg)
  12. Mortgage demand from homebuyers spikes 28%, and the average loan amount sets a record high (CNBC)
  13. Jefferies Raises 2021 S&P Target to 4200 as GDP Beat Expectations and Positive Vaccine News (Street Insider)
  14. Biden says will not kill Phase 1 trade deal with China immediately: NYT (Reuters)
  15. Will Moneyball Finally Crack the Game of Active Management? (Institutional Investor)

Be in the know. 15 key reads for Tuesday…

  1. U.S. congressional hearing likely to spotlight Powell, Mnuchin split over pandemic lending (Reuters)
  2. Biden plan to end U.S. fossil fuel subsidies faces big challenges (Reuters)
  3. FDA announces advisory committee meeting to discuss Moderna vaccine candidate (Fox Business)
  4. The Dark Money Secretly Bankrolling Activist Short-Sellers — and the Insiders Trying to Expose It (Institutional Investor)
  5. Opec+ meeting delayed as split deepens over oil production cuts (Financial Times)
  6. Nio Deliveries Jump 109% In November, Boosts Production Capacity To Keep Pace With Rising Demand (Benzinga)
  7. Holiday Specials 2020: From Mariah Carey to ‘Peanuts,’ these are must-watch viewing (New York Post)
  8. ‘100% of Americans that want the vaccine will have had the vaccine’ by June, says Operation Warp Speed official (MarketWatch)
  9. BlackRock poised to replace Goldman Sachs inside the White House (New York Post)
  10. Exxon (XOM) Cuts Billions in CapEx Spending Which Will Help Support Dividend (Street Insider)
  11. China’s factory activity hits quickest expansion in 10 years in November, driven by a burst in output and new orders (Business Insider)
  12. Barron’s Daily: It’s Time for Value Stocks to Shine (Barron’s)
  13. Powell Says Fed Actions Unlocked $2 Trillion to Support Economy (Wall Street Journal)
  14. Facebook, Google to Face New Antitrust Suits in U.S. (Wall Street Journal)
  15. The Stock Market’s Rally Is Finally Widening (Wall Street Journal)