Be in the know. 10 key reads for Friday…

  1. Intel Stock May Have Hit Rock Bottom. How to Position for a Rally. (Barron’s)
  2. Japan’s Stock-Playing Central Bank Racks Up $56 Billion Gain (Wall Street Journal)
  3. BlackRock’s Hildebrand Says Global Inflation Isn’t Dead (Bloomberg)
  4. Warren Buffet’s Berkshire Hathaway isn’t alone in struggling to make a big acquisition. Past partner 3G Capital is also coming up short (Business Insider)
  5. Crude Inventory Data Shows Draw of 754 Thousand Barrels Last Week (Street Insider)
  6. OPEC+ panel to hold informal online talks on Saturday (Reuters)
  7. Covid Vaccines Look Promising. How Emerging Markets Could Benefit. (Barron’s)
  8. Social Media’s Liability Shield Is Under Assault (Wall Street Journal)
  9. Covid Won’t Steal Christmas (Wall Street Journal)
  10. Factbox: The top contenders to run Biden’s financial agencies (Reuters)

Be in the know. 22 key reads for a Happy Thanksgiving!

  1. How to fry a turkey and live to tell about it (USA Today)
  2. Barclays predicts some stocks like BP could rally more than 50% next year (CNBC)
  3. OPEC-Watchers Expect Group to Delay Supply Boost by Three Months (Bloomberg)
  4. The S&P 500 Could Jump 20% Next Year. A Vaccine Is the Key. (Barron’s)
  5. Equal-Weighted Indexes Are Winning—and That’s a Good Sign for Stocks (Barron’s)
  6. Mid-Cap Stocks Are Making a Comeback. Here Are 8 That Can Help Anyone Looking for Income. (Barron’s)
  7. Here’s How Many People Flew for Thanksgiving, and What It Means for Airline Stocks (Barron’s)
  8. New-Home Sales Are Still Ultrahigh. Properties Are Scarce. (Barron’s)
  9. T. Rowe Price Is Splitting in Two. What That Means for Investors. (Barron’s)
  10. GE stock set to extend win streak after UBS lifts target a second time in a month (MarketWatch)
  11. The New Move in Oil Has ‘Enormous’ Implications for Investors (Barron’s)
  12. UPS and FedEx reportedly facing shortage of delivery vans (New York Post)
  13. Czech Billionaire Raises Foot Locker Stake to Become Top Holder (Bloomberg)
  14. Deutsche Bank bullish about the 2021 economic recovery — but there are risks (CNBC)
  15. JPMorgan sees opportunities in Southeast Asia for medium term (CNBC)
  16. Joe Biden considers Roger Ferguson to lead National Economic Council, Gary Gensler for Deputy Treasury Secretary (CNBC)
  17. The stock-market impact of millennial investors has gotten overblown amid declining trading volumes — and it’s actually the older crowd that’s exerted more influence, JPMorgan says (Business Insider)
  18. US corporate profits jumped a record $495 billion in the 3rd quarter as the economy reopened (Business Insider)
  19. Warren Buffett joked he would be ‘eating Thanksgiving dinner at McDonald’s’ if the US government didn’t bail out the banks in 2008 (Business Insider)
  20. Covid Won’t Steal Christmas (Wall Street Journal)
  21. China hits 26% of 2020 target for U.S. energy imports under trade deal (Reuters)
  22. Delta and Alitalia to launch ‘quarantine free’ flights from US to Italy (Financial Times)

Be in the know. 12 key reads for Wednesday…

  1.  Equal-Weighted Indexes Are Winning—and That’s a Good Sign for Stocks (Barron’s)
  2. Deere’s Blowout Earnings Are Good News for Caterpillar and Others (Barron’s)
  3. 4 Energy Companies Pumping Out Cash for Dividends (Barron’s)
  4. A Homebound Nation Goes All Out With Lavish Christmas Decorations (Wall Street Journal)
  5. Durable Goods Orders Expand Faster Than Expected in October (Bloomberg)
  6. U.S. Corporate Profits Surge at Record Pace, GDP Report Shows (Bloomberg)
  7. Wall Street Dealers in Hedging Frenzy Get Blamed for Volatility (Bloomberg)
  8. Another record low mortgage rate just caused demand to jump for both refinances and home purchases (CNBC)
  9. Dow 30,000 could draw in investors from the sidelines with more stocks participating in the next leg (CNBC)
  10. ECB says European banks can restart dividend payments next year if they show resilience, according to a report (Business Insider)
  11. The ‘surprisingly robust’ stock market will finish the year strong — and wary traders should stay invested, says Fundstrat’s Tom Lee (Business Insider)
  12. Oil’s Surge Toward $50 Risks Giving OPEC+ Yet Another Headache (Bloomberg)

Be in the know. 22 key reads for Tuesday…

  1. Raymond James Upgrades Wells Fargo (WFC) Two-Notches to Outperform on Positive Catalysts (Street Insider)
  2. Why Wells Fargo Stock Is a Buy (Barron’s)
  3. Energy and Travel Stocks in Europe Are Flying Again. Here’s Why. (Barron’s)
  4. Biden Taps Janet Yellen for Treasury Secretary. What to Know About the Pick. (Barron’s)
  5. ‘The Queen’s Gambit’ Sends Chess Set Sales Soaring (New York Times)
  6. Why Now May Be the Time to Buy Health Care Stocks (Barron’s)
  7. Emerging Market Value Stocks Are Cheap and Attractive (Barron’s)
  8. Brent crude oil sees highest finish since March as positive vaccine news mounts (MarketWatch)
  9. GE Stock Is Soaring With Manufacturing, Consumer-Services on Upbeat PMI Data (Barron’s)
  10. GE Is Buying Again, Making Its First Deal Under Culp (Barron’s)
  11. Cyclicals Lead Global Stocks Higher; Dollar Drops: Markets Wrap (Bloomberg)
  12. 8 Stocks Warren Buffett Just Bought (Yahoo! Finance)
  13. Los Angeles County says science fueling new rules – but is it? Here are the stats (Fox Business)
  14. Why Treasury Secretary is Biden’s most crucial Cabinet pick (Yahoo! Finance)
  15. Opinion: Here are your odds that stock prices will be higher at the end of 2021 (MarketWatch)
  16. These five cyclical stocks could rocket when a Covid-19 vaccine drops, says Morgan Stanley (fnlondon)
  17. Home prices see biggest spike in 6 years in September, according to S&P Case Shiller (CNBC)
  18. Jim Cramer unveils list of ‘return to normalcy’ stocks to buy on vaccine optimism (CNBC)
  19. Economists are calling for more stimulus checks. Here’s where assistance plans stand (CNBC)
  20. U.S. Economic Activity Picks Up on Postelection Lift, Vaccine Results (Wall Street Journal)
  21. New York City Needs Federal Funds to Recover Economic Footing, Mayor Says (Wall Street Journal)
  22. Facebook Ads Could Be Reaching Saturation Point (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. First coronavirus immunizations could come Dec. 12, says head of federal vaccine-development program (MarketWatch)
  2. AstraZeneca’s Covid-19 Vaccine Can Be up to 90% Effective. Why That’s Good News. (Barron’s)
  3. Credit the ‘Vaccine Put’ for Helping Stocks Look Past Bad Headlines (Barron’s)
  4. Treasury yields climb amid further Covid-19 vaccine developments (CNBC)
  5. The End of the Tunnel. The Energy Report 11/23/2020 (Phil Flynn)
  6. Joel Greenblatt – Common Sense for Value at Gotham Capital (EP.165) (capitalallocatorspodcast)
  7. Regeneron COVID-19 antibody given emergency authorization by FDA (Fox Business)
  8. How To Invest Like Carl Icahn (Yahoo! Finance)
  9. Ex-Hockey Player Steers Hedge Fund to Record Bullish Bet on Oil  (Bloomberg)
  10. Bank Stocks Already Had a Wild 2020. Then November Got Even Crazier. (Wall Street Journal)

Be in the know. 15 key reads for Sunday…

  1. How Wall Street Legend Michael Milken Became One of the Most Influential Financiers Ever (Maxim)
  2. FDA authorizes Regeneron’s Covid treatment, taken by Trump, for emergency use (CNBC)
  3. Editor’s Choice: The AC/DC ‘Thunderstruck’ Stock Market (And Sentiment Results)… (SeekingAlpha)
  4. Adam S. Posen on the Need for Fiscal Stimulus (Podcast) (Bloomberg)
  5. Parler Makes Play for Conservatives Mad at Facebook, Twitter (Wall Street Journal)
  6. The Thanksgiving Trade (Almanac Trader)
  7. Top 10 Stocks Billionaire Daniel Loeb Just Bought (InsiderMonkey)
  8. ECRI Weekly Leading Index Update (advisorperspectives)
  9. With new ‘elegant chemo,’ Israeli scientists edit genome to destroy cancer DNA (timesofisrael)
  10. First Drive: The Aston Martin Callum Vanquish 25 Is a Tour de Force in Power and Presentation (Robb Report)
  11. How Julia Child Used First Principles Thinking (Farnam Street)
  12. What Michael Jordan’s Relentless Drive Can Teach Us About Working Through a Crisis (entrepreneur)
  13. The Transcript 11.16.20 (Weekly Quotes From Earnings Calls):  (theweeklytranscript)
  14. The NOVITEC McLaren 620R Coupe is Based on One of The Most Successful Builds in GT4 Racing (luxuo)
  15. It Sure Looks Like Humans Have Found a Way to Reverse Aging (popularmechanics)

Be in the know. 20 key reads for Saturday…

  1. Interesting take on “output gap” by Jim Paulsen of Leuthold. Very constructive: (CNBC)
  2. 7 reasons why energy stocks will be 60% higher a year from now (MarketWatch)
  3. Mnuchin defends ending crisis lending tools amid split with Fed (Financial Times)
  4. Dolly Parton, the country singer trying to cure the world’s ills (Financial Times)
  5. Covid kills, but do we overestimate the risk? (Financial Times)
  6. How Jeff Bezos Built One of the World’s Most Valuable Companies (Harvard Business Review)
  7. Why value investing still works in markets (Financial Times)
  8. Liberty Media chairman says he’s buying hard assets in bet on currency devaluation (CNBC)
  9. Opinion: The Dow has completely recovered its 2020 bear-market loss. Here’s what comes next (MarketWatch)
  10. Lending Facilities Were a “Great Success!”  Secretary Mnuchin’s interview with Jim Cramer regarding Lending Facilities expiration and what to do with the $580B of unused taxpayer money (Hedge Fund Tips)
  11. Five U.S. agencies have started telling employees they could get Covid vaccine shots in 8 weeks (CNBC)
  12. Jim Cramer’s week ahead: Start of a ‘seasonally strong period’ for stocks (CNBC)
  13. The stock market will surge 26% next year as it has ‘one of the best setups’ in years, JPMorgan says (Business Insider)
  14. Stocks still have major upside potential with the Fed poised to backstop sluggish stimulus progress, says the world’s largest wealth manager (Business Insider)
  15. It’s Getting Very Costly to Worry About Covid in Stock Market (Bloomberg)
  16. Chef Mark Hix’s Fish House Burger Puts Prawns in a Bun (Bloomberg)
  17. Investors Look Past the Chaos and Throw $53 Billion at Stocks (Bloomberg)
  18. Credit the ‘Vaccine Put’ for Helping Stocks Look Past Bad Headlines (Barron’s)
  19. The Mall Isn’t Dead. It’s Time to Shop for Simon Property Group Stock. (Barron’s)
  20. 20 International Stocks You Don’t Want to Miss, According to Barron’s Investing Experts (Barron’s)

Be in the know. 15 key reads for Friday…

  1. Mnuchin Wants $580 Billion Injected Into Slowing U.S. Economy (Yahoo! Finance)
  2. 10 reasons why the S&P 500 will surge 7% into year-end, according to Fundstrat (Business Insider)
  3. Pfizer and BioNTech to request emergency authorization from FDA for Covid vaccine (CNBC)
  4. Citi Upgrades Coty Inc. (COTY) to Buy; Shares Could Go a Lot Higher (Street Insider)
  5. The Daily Grind. The Energy Report 11/20/2020 (Phil Flynn)
  6. Roblox Files for IPO as Pandemic Drives Video Game Growth (Bloomberg)
  7. 7 High-Yield Dividend Value Stocks to Buy (Yahoo! Finance)
  8. Occidental Petroleum stock surges after Susquehanna analyst says its time to buy (Yahoo! Finance)
  9. Eli Lilly’s Arthritis Drug Gets Emergency Use Approval For Treatment Of COVID-19 (Benzinga)
  10. Fund Managers Are Very Bullish on the Economy. Is That a Good Sign? (Barron’s)
  11. The Oil Market Is Caught Between Covid Surges and Vaccine Hopes. What That Means for Prices. (Barron’s)
  12. John Malone and Liberty Media Will Have One More Vehicle for Their Media Investments: a SPAC (Barron’s)
  13. It May Be Time To Invest in Emerging Market Value Stocks. Here’s Where to Look. (Barron’s)
  14. U.S. Home Sales Rose to 14-Year High in October (Wall Street Journal)
  15. Nearly 1 Million Chinese People Have Received Drug Maker’s Covid-19 Vaccines (Wall Street Journal)

Be in the know. 15 key reads for Thursday…

  1. Finland and Norway Avoid Covid-19 Lockdowns but Keep the Virus At Bay (Wall Street Journal)
  2. AstraZeneca’s Covid-19 Vaccine Shows Strong Immune Response in Older Adults (Barron’s)
  3. It’s Still Boom Times for Home Builders, October Data Show (Barron’s)
  4. FedEx driver caught slaying Mariah Carey’s ‘All I Want for Christmas’ (New York Post)
  5. Dow falls in late trading after NYC moves to close schools (New York Post)
  6. U.S. weekly jobless claims total 742,000, vs 710,000 estimate (but continuing claims fall) (CNBC)
  7. Billionaire investor Bill Ackman discussed his pandemic hedge, praised Trump, and explained his Berkshire Hathaway exit in a recent interview. Here are the 19 best quotes (Business Insider)
  8. 3 Dividend Oil Stocks For Investors To Consider (Benzinga)
  9. Vaccine arrival expected to trigger dollar slump in 2021 (Financial Times)
  10. Why value investing still works in markets (Financial Times)
  11. Jamie Dimon blames ‘childish behavior’ in Congress for coronavirus relief deadlock (Fox Business)
  12. This bond-market signal will tell investors when/if it’s time to sell stocks, says strategist (MarketWatch)
  13. FDA Clears First Covid-19 Test Performed Fully at Home (Wall Street Journal)
  14. Market’s Vaccine Euphoria Was Bad News for Momentum Funds (Wall Street Journal)
  15. Investors Bet Economic Recovery Won’t Spark Jump in Inflation (Wall Street Journal)

Be in the know. 25 key reads for Wednesday…

  1. Financial Stocks Rally as Jefferies Turns Bullish Through 2021 (Bloomberg)
  2. Opinion: Put bank stocks in the ‘buy’ pile if you think a coronavirus vaccine will help mend the economy (MarketWatch)
  3. Pfizer’s Final Analysis Shows Covid Vaccine is 95% Effective (Barron’s)
  4. The MAX Jet Is Back. It’s Good for More Stocks Than Boeing. (Barron’s)
  5. U.S. housing starts beat expectations in October (Reuters)
  6. Apple to Cut App Store Fees in Half for Most Developers (Yahoo! Finance)
  7. Hospitals may limit access to Eli Lilly COVID-19 treatment (New York Post)
  8. FDA Gives Nod To First COVID-19 At-Home Rapid Test (Benzinga)
  9. Rupert Murdoch’s News Corp Bids for Simon & Schuster (New York Times)
  10. Disappearing Tweets? Twitter Now Has a Feature for That (New York Times)
  11. Warren Buffett is Hiding Something Big (Street Insider)
  12. ‘The Squad’ pushes Biden to cancel student debt — here’s how they’d personally benefit (Fox Business)
  13. Tire Maker Michelin Could Get a Lift From More Drivers (Barron’s)
  14. How Bad Is Amazon Pharmacy for CVS and Walgreens? (Barron’s)
  15. Here’s why stocks can climb 15% next year, according to JPMorgan’s strategists (MarketWatch)
  16. ‘Keep the faith, trust the recovery’ — Morgan Stanley raises its S&P 500 target but says it won’t be a smooth ride (MarketWatch)
  17.  The ECB May Loosen Its Dividend Ban, so Eurozone Banks Should Narrow the Gap With UBS, Goldman Sachs Says (Barron’s)
  18. Fund managers have hopped on the rotation-to-value trade, latest Bank of America survey shows (MarketWatch)
  19. Japan’s exports nearly back at pre-COVID levels (MarketWatch)
  20. U.S. Retail Sales Climbed at a Slower Pace in October (Wall Street Journal)
  21. Moderna and Pfizer Are Reinventing Vaccines, Starting With Covid (Wall Street Journal)
  22. Mortgage demand from homebuyers surges after election pause (CNBC)
  23. JPMorgan’s Jamie Dimon Says Congress Is Being ‘Childish’ on Stimulus (Bloomberg)
  24. Goldman Sachs says commodities poised for bull market (Reuters)
  25. Pfizer says it will seek U.S. emergency-use authorization within days for coronavirus vaccine (MarketWatch)