Be in the know. 10 key reads for Monday…

  1. Moderna’s Covid-19 Vaccine Works, Early Data Show (Barron’s)
  2. Could the Fed act early? Yes, says this strategist who maps out the central bank’s possible next move (MarketWatch)
  3. ‘Keep the faith, trust the recovery’ — Morgan Stanley raises its S&P 500 target but says it won’t be a smooth ride (MarketWatch)
  4. China economy picked up steam in October (MarketWatch)
  5. Dustin Johnson Wins the Masters (Wall Street Journal)
  6. Bond Investors Win Big Betting on U.S. Consumer (Wall Street Journal)
  7. Big Gains From Small Stocks Power Russell 2000 Surge (Wall Street Journal)
  8. Moderna COVID-19 vaccine nearly 95 percent effective in trial, firm says (New York Post)
  9. Costco selling $17,500 subscription to Wheels Up private jet service (USA Today)
  10. Norwegian Cruise Line (NCLH) Said Launch of Oceania Cruises 2022 Europe & North America Voyages Resulted in Record-Setting Day (StreetInsider)

Be in the know. 15 key reads for Sunday…

  1. Jamie Dimon should be top choice for Joe Biden’s Treasury secretary (New York Post)
  2. Week before Thanksgiving DJIA Up 19 of 27, But… (Almanac Trader)
  3. Tech groups’ services could face bans if they breach rules, EU industry chief says (Reuters)
  4. 10 Best Dividend Stocks To Buy According To Billionaire Ken Fisher (Insider Monkey)
  5. The scientific link between Pfizer’s and Moderna’s COVID vaccines (Fortune)
  6. Ferrari’s New 1,000 HP SF90 Spider Is Its Most Powerful Production Car Yet (Robb Report)
  7. Cars Take Over MoMA and the Detroit Institute of Arts to Explore the 20th Century’s Most Iconic Machines (Robb Report)
  8. Behind the Scenes of the New Brad Pitt–Narrated Frank Lloyd Wright Documentary (architecturaldigest)
  9. America’s Driving Habits as of September 2020 (advisorperspectives)
  10. ECRI Weekly Leading Index Update (advisorperspectives)
  11. Watch BMW’s Electrified Wingsuit Hit 186 MPH on Soaring First Flight (maxim)
  12. 2020 Chevrolet Corvette Z51 Track Review: Awesome, But What’s Next Might Be Stunning (thedrive)
  13. Watch This F-22 Raptor Fly Insane Maneuvers in Spectacular 4K (popularmechanics)
  14. INCOME & WEALTH IN AMERICA: Who Owns Equities? (yardeni)
  15. Last Week’s Notable Insider Buys: Kraft, IBM, Vertex And More (Benzinga)

Be in the know. 25 key reads for Saturday…

  1. A long winter for value investing could be ending. (Barron’s)
  2. Intel Can Shine Again (Barron’s)
  3. Moore’s Law Is Ending. Here’s What That Means for Investors and the Economy. (Barron’s)
  4. Yellen Under Consideration by Biden Team for Treasury Chief (Bloomberg)
  5. The Transcript 11.09.20 (quotes from this week’s earnings calls) (theweeklytranscript)
  6. Vaccine Bursts Bubble of Concern Over Dot-Com Level Valuations (Bloomberg)
  7. Value Investor Insight (OakMark)
  8. Pfizer Vaccine Brings Vision of Relief Even as Pandemic Rages On (Bloomberg)
  9. Learning From Cornelius Vanderbilt (IMC)
  10. Brothers Build $22 Billion Fortune on Hope for Covid-19 Vaccine (Bloomberg)
  11. How Allbirds Became Silicon Valley’s Favorite Sneaker (Wall Streeet Journal)
  12. Warren Buffett and Charlie Munger on Investing in Tobacco Stocks (dividendgrowthinvestor)
  13. Hedge funds hit after abrupt market pivot on vaccine (Financial Times)
  14. Horses for Courses (Verdad)
  15. Traditional Investments Can Weather Inflation (Morningstar)
  16. Stock market investors start to look beyond coronavirus (Financial Times)
  17. Learning Through Play (Farnam Street)
  18. Value Stocks May Have Done a Lot Better Than You Think (Wall Street Journal)
  19. Why Berkshire Hathaway Continues to Own Struggling Businesses (gurufocus)
  20. Warren Buffett likely bought back $2.4 billion of Berkshire Hathaway stock in October, boosting repurchases to a record $18 billion this year (Business Insider)
  21. Characteristics of High-Quality Compounders (vintagevalueinvesting)
  22. Paul Tudor Jones: The Mental Obstacles of Investing (NovelInvestor)
  23. These are the 14 value stocks that top-performing investment newsletters like the most (MarketWatch)
  24. Here are 20 stocks that may benefit as investors rotate money into cyclical sectors (MarketWatch)
  25. Want to become a better investor? Here are 5 lessons from Warren Buffett. (USA Today)

Be in the know. 17 key reads for Friday…

  1. Why Value Stocks’ Gains Might Be Real This Time (Barron’s)
  2. Stocks in these 11 industries are set to rocket higher once a COVID-19 vaccine is approved, UBS says (Business Insider)
  3. Disney’s Stream Is Floating an Awfully Big Ship (Wall Street Journal)
  4. Apple doc ‘Becoming You’ shows what happens when parents don’t coddle kids (New York Post)
  5. Why healthcare stocks are the best value sector to buy right now, according to a Goldman Sachs stock chief (Business insider)
  6. Markets Are Already Pricing a Successful Moderna Vaccine Shot (Bloomberg)
  7. DoorDash makes U.S. IPO filing public, reveals rapid revenue growth (Reuters)
  8. Palantir boosts its full-year revenue outlook (Fox Business)
  9. Betting Odds, Picks For 2020 Masters Tournament: DeChambeau, Johnson And Tiger (Benzinga)
  10. We’ll Be Home For Christmas. The Energy Report 11/13/2020 (Phil Flynn)
  11. 15 Stocks That Held Up Amid This Week’s Wild Swings (Barron’s)
  12. Quant Shock That ‘Never Could Happen’ Hits Wall Street Models (Bloomberg)
  13. ‘Help is coming — and it’s coming soon’: Dr. Fauci outlines when COVID-19 vaccine will be available to all Americans (MarketWatch)
  14. It’s Time to Get ‘Aggressive’ on Bank Stocks. Here’s Why. (Barron’s)
  15. Pfizer’s Vaccine Is a Pick-Me-Up for Value Stocks (Wall Street Journal)
  16. Scanwell Aims to Offer Instant At-Home Covid Antibody Test (Wall Street Journal)
  17. Oil Forecasters’ Gloom Eclipsed by Vaccine Hope (Wall Street Journal)

Be in the know. 21 key reads for Thursday…

  1. Overall Consumer Prices Were Unchanged in October (Barron’s)
  2. Companies with more women in management have outperformed their more male-led peers, according to Goldman Sachs (Business Insider)
  3. 6 Bank Stocks That Could Be Winners in 2021 (Barron’s)
  4. The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)… (ZeroHedge)
  5. AC/DC’s Wild Ride on the ‘Highway to Hell’ (Wall Street Journal)
  6. Alibaba Sets ‘Singles Day’ Sales Record (Wall Street Journal)
  7. Hollywood gets back to work as film permits rise 24 percent (New York Post)
  8. U.S. Initial Jobless Claims Decline by the Most in Five Weeks (Bloomberg)
  9. Moderna Poised to Take Vaccine Spotlight With Data Due (Bloomberg)
  10. Oil CEOs believe a demand recovery is coming, but volatility is here to stay (CNBC)
  11. ‘Help is coming — and it’s coming soon’: Dr. Fauci outlines when COVID-19 vaccination will be available to all Americans (MarketWatch)
  12. Energy Assault. The Energy Report 11/12/2020 (Phil Flynn)
  13. Google releases predictions of popular holiday gifts (USA Today)
  14. The stock market’s fear gauge is approaching a key technical level that could signal further upside for equities, Fundstrat’s Tom Lee says (Business Insider)
  15. Nissan Is an Unlikely Pandemic Winner (Wall Street Journal)
  16. Landowners in America: These people own the most land in the U.S. (USA Today)
  17. Bridgewater’s Dalio Sees Governments Banning Bitcoin Should It Become ‘Material’ (Yahoo! Finance)
  18. Rob Arnott Sees Value Recovery Taking Root After Worst Meltdown Since 1931 (Institutional Investor)
  19. Consumer Sentiment Edges Higher – BofA Securities (Street Insider)
  20. American Airlines restarts China flights, bringing U.S. weekly total to 10 (Fox Business)
  21. Buy Raytheon, Spirit Because of Pfizer’s Vaccine News, Analyst Says. Here’s How Far Those Stocks Can Run. (Barron’s)

Be in the know. 30 key reads for Wednesday…

  1. Wells Fargo says banks are the best economy comeback trade, tells clients to get ‘aggressive’ (CNBC)
  2. Goldman Sachs has just boosted its S&P 500 target. Here’s why (MarketWatch)
  3. Why Vince Vaughn Tried to Avoid Sequels Until Wedding Crashers 2 (MovieWeb)
  4. 12 Beaten-Up Stocks That Won’t Blow You Up (Barron’s)
  5. What’s in Store for Stocks, Stimulus, Trade, and Other Issues During a Biden Presidency (Barron’s)
  6. The Small-Cap Rally is Just Getting Started (Barron’s)
  7. FDA Authorizes Eli Lilly’s Covid Antibody Drug (Barron’s)
  8. Oil Prices Continue Their Rally. And Market Watchers Think There’s Room to Run. (Barron’s)
  9. The Stock Market Gained 10% Over Just 6 Days. Here’s What History Says Happens Next. (Barron’s)
  10. Pfizer’s News Ignited the Markets. How to Invest for a Post-Vaccine World. (Barron’s)
  11. Oil Prices Continue Their Rally. And Market Watchers Think There’s Room to Run. (Barron’s)
  12. Bank Stocks Still Have Room to Run Even With Challenges, Analyst Says (Barron’s)
  13. Lyft’s Revenues Top Estimates. It Still Expects a Profit in ‘21. (Barron’s)
  14. The Future Is Now for Industrials, as Renewable Power, Connectivity and Automation Converge (Barron’s)
  15. Alibaba Shatters Singles Day Sales Record At $56B — With Another 24 Hours To Go (Benzinga)
  16. Rocket Companies Revenue Up 163% In Record Q3 (Benzinga)
  17. Ackman places new bet against corporate credit (Financial Times)
  18. “It’s The Roaring ’20s Again”: Goldman Now Expects The S&P To Hit 4,600 In 2022 (ZeroHedge)
  19. U.S. Job Openings Are Rising Closer to Prepandemic Levels (Wall Street Journal)
  20. Lael Brainard’s Steady Rise Could Culminate in Treasury Secretary Post (New York Times)
  21. Why a Trump Loss May Be No Match for Rupert Murdoch’s Realpolitik (New York Times)
  22. The Covid-Winter Backyard: Fire Pits, Pizza Ovens and Patio Heaters (Wall Street Journal)
  23. Cyclical Stocks Power Dow Industrials Higher (Wall Street Journal)
  24. China Targets Alibaba, Other Homegrown Tech Giants With Antimonopoly Rules (Wall Street Journal)
  25. Theater Chains Are Loving This Summer Preview (Wall Street Journal)
  26. Parler, MeWe, Gab gain momentum (USA Today)
  27. The Global Rich Are Rushing to Buy U.K. Country Estates (Bloomberg)
  28. CEO sells stock worth $5.6 mln on same day as Pfizer’s COVID-19 vaccine update (Reuters)
  29. Billionaire investor Ray Dalio believes Ant’s IPO suspension was reasonable — and says not investing in China is ‘very risky’ (Business Insider)
  30. ‘The greatest hole-in-one in history’ just happened at the Masters, and it has to be seen to be believed (MarketWatch)

Be in the know. 20 key reads for Tuesday…

  1. US banks in line for windfall after Covid-19 vaccine progress (Financial Times)
  2. Berkshire Appears to Have Sold $4 Billion of Apple Stock in Third Quarter (Barron’s)
  3. Pfizer’s Vaccine News Sends Stock Market’s Biggest 2020 Losers Soaring (Barron’s)
  4. Eli Lilly Covid Antibody Drug Gets Emergency FDA Clearance (Bloomberg)
  5. EU hits Amazon with antitrust charges for distorting competition in online retail markets (CNBC)
  6. Homebuilder DR Horton posts 81% sales spike (Fox Business)
  7. Vaccine Has Wall Street Ready to Suit Back Up (Wall Street Journal)
  8. Bank Stocks Break Out on Upbeat Covid-19 Vaccine Data (Barron’s)
  9. CureVac’s stock is up 8% as it shares additional Phase 1 data about its COVID-19 vaccine candidate (MarketWatch)
  10. Ulta Beauty shop-in-shops coming to 100 Target stores in 2021 (MarketWatch)
  11. While the Pandemic Wrecked Some Businesses, Others Did Fine. Even Great. (New York Times)
  12. Pfizer, Eli Lilly Breakthroughs Provide Hope for Ending Pandemic (Bloomberg)
  13. Stanley Druckenmiller says he wouldn’t want to be short market, sees stock rotation continuing (CNBC)
  14. 12 Stocks Are Still Cheap After Huge Vaccine And Election Rally (Investor’s Business Daily)
  15. Boeing (BA) Surges on Vaccine News and Likely 737 MAX Ungrounding (streetinsider)
  16. Pfizer COVID-19 vaccine could be given by the end of the year, says Fauci (MarketWatch)
  17. Why Vaccine News Is Such Good News for GE Stock (Barron’s)
  18. Want to travel at 600 mph in a tube? It could happen (USA Today)
  19. Here are the 2 big signals that stocks need to keep moving higher, says Credit Suisse’s top equity strategist (MarketWatch)
  20. Small caps break to record high for first time since 2018 (CNBC)

Be in the know. 10 key reads for Monday…

  1. Pfizer’s Covid Vaccine Prevents 90% of Infections in Study (Bloomberg)
  2. Pfizer, BioNtech say Covid-19 vaccine is 90% effective (CNBC)
  3. A 30-Year Look At Value Vs Growth (ETF.com)
  4. Homebody in a Hoodie: Hedge Fund Founder Builds Quant Paradise (Bloomberg)
  5. Berkshire Hathaway Is Increasingly Betting on Itself. That Should Cheer Shareholders. (Barron’s)
  6. A ‘growth bomb’ is brewing in the US with consumers sitting on $2.5 trillion in savings — and it’s poised to give the economy a huge boost, one Wall Street chief strategist says (Business Insider)
  7. Warren Buffett’s Berkshire Hathaway swings back into action, spending a net $4.8 billion on stocks and a record $9 billion on buybacks in the 3rd quarter (Business Insider)
  8. Biden and transition team ready to move on cabinet picks (Financial Times)
  9. Rebounding Corporate Profits Fortify Stock Market Rally (Wall Street Journal)
  10. The Cure for Oil. The Energy Report 11/09/2020 (Phil Flynn)

Be in the know. 12 key reads for Sunday…

  1. Kamala Harris Makes History: What The First Female Vice President-Elect Means For Women (Forbes)
  2. America’s Richest Self-Made Women (Forbes)
  3. Ray Dalio on the Decline of Real Interest Rates (Podcast) (Bloomberg)
  4. Here’s What A Biden Presidency Means for You. (Barron’s)
  5. S&P 500 Post-Election Year Seasonal Pattern (Almanac Trader)
  6. Winners and Losers During Trump’s Presidency (Bespoke)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. Behind the Wheel of The Completely Insane $2.4 Million Pagani Huayra Roadster (Maxim)
  9. klein vision releases video of the maiden flight of its transforming AirCar (designboom)
  10. Ferrari F40 vs. McLaren P1 Drag Race Shows What a Difference 25 Years Can Make (thedrive)
  11. 20 Things Most People Learn Too Late In Life (medium)
  12. Michael Mauboussin On Valuing Intangible Assets (Podcast) (Bloomberg)

Be in the know. 25 key reads for Saturday…

  1. Bill Miller: There’s a lot to buy out there: Legendary investor Bill Miller (CNBC)
  2. Why the election result is the ‘best of both worlds’ for stocks, according to JPMorgan’s quant guru (Business Insider)
  3. Can Warren Buffett Forecast the Stock Market? (Morningstar)
  4. If you had to own one company for a generation.. (dividendgrowthinvestor)
  5. DuPont Is Materially Undervalued (Morningstar)
  6. Common Probability Errors to Avoid (Farnam Street)
  7. Traveling Back in Time: Historical Resources (investoramnesia)
  8. GAMCO CEO Mario Gabelli on how he’s assessing the micro and macro landscape (CNBC)
  9. Are Value Investors Just Missing Growth Stocks? (behavioralvalueinvestor)
  10. Long Term + Value = Winning Potential (Miller Value)
  11. Why Millennials Should Own Value Stocks (Oakmark)
  12. Dot-Com Redux: Is This Tech “Bubble” Different? (CFA Institute)
  13. Reminiscences of a Stock Operator by Edwin Lefèvre (novelinvestor)
  14. Factored In? (humbledollar)
  15. Berkshire Buybacks Hit Record $9 Billion in Third Quarter. Operating Earnings Miss Mark. (Barron’s)
  16. No Stimulus? This Expansion Still Looks Self-Sustaining, Says One Economist (Barron’s)
  17. Here’s a Timeshare Pitch That’s Worth a Listen: The Investment Case for Marriott Vacations (Barron’s)
  18. Apollo Could Thrive With or Without CEO Leon Black. What’s at Stake for Investors. (Barron’s)
  19. Opinion: How sharp investors use a CEO’s annual shareholder letter as a secret door to superior stocks (MarketWatch)
  20. Opinion: This veteran stock investor is sticking to his strategy no matter who wins the 2020 presidential election (MarketWatch)
  21. Matthew McConaughey and the Art of Livin’ (Vanity Fair)
  22. The president for the next four years gets a surprisingly strong jobs market (CNBC)
  23. The Last 4 Days Show Nice Momentum (quantifiableedges)
  24. Intel’s Success Came With Making Its Own Chips. Until Now. (Wall Street Journal)
  25. Dish Network Stems Pay-TV Defections (Wall Street Journal)