Be in the know. 20 key reads for Saturday…

  1. Lichtenstein Nude Leads Christie’s $421 Million Live-Stream Auction (Bloomberg)
  2. Wall Street Forges a New Relationship to Data in Coronavirus Age (Bloomberg)
  3. What to expect as banks report earnings: more loan pain but plenty of fee income (MarketWatch)
  4. Hedge Fund Tips Podcast/VideoCast: Cyclicals, The Election and Buffett (ZeroHedge)
  5. Gilead Says New Analysis Suggests Remdesivir Reduces Covid-19 Deaths (Barron’s)
  6. 37 Stocks to Buy for the Second Half of 2020, According to Barron’s Roundtable Experts (Barron’s)
  7. How Barron’s Roundtable Panelists’ 2020 Stock Picks Have Performed So Far This Year (Barron’s)
  8. The Tanger Outlets CEO Thinks Online Shopping Is Overrated. Now He’s Betting on It. (Wall Street Journal)
  9. How to Visit the National Parks Safely in the Summer of Covid-19 (Wall Street Journal)
  10. German Biotech Sees Its Coronavirus Vaccine Ready for Approval by December (Wall Street Journal)
  11. Jair Bolsonaro: The rightwing leader may emerge politically stronger from the pandemic (Financial Times)
  12. Disney World to Reopen as Coronavirus Cases Surge in Florida (Bloomberg)
  13. Goodbye, extra $600: Unemployment benefits won’t exceed former wages in next stimulus bill, Treasury’s Mnuchin says (MarketWatch)
  14. Here’s what Trump’s back-to-work bonus could look like (Fox Business)
  15. Hedge Funds Would Get to Keep Lots of Trades Secret in SEC Plan (Bloomberg)
  16. The latest Corvette is great, but wait until you see what comes next (CNN Business)
  17. Warren Buffett bets big with $10 billion Dominion Energy deal—What it means (CNBC)
  18. Emerging Markets Rally as Economies Reopen in the Second Quarter (Advisor Perspectives)
  19. A contrarian take on recovery prospects (Andreessen Horowitz)
  20. Bill Miller: The Economy, What The Pandemic Has & Has Not Changed (YouTube)

Be in the know. 20 key reads for Friday…

  1. Wells Fargo upgraded to Outperform from Neutral at Baird. (TheFly)
  2. Gilead says remdesivir coronavirus treatment reduces risk of death (CNBC)
  3. Maryland man may be first person successfully vaccinated against COVID-19 (New York Post)
  4. Trump says he’ll wear a mask on trip to Walter Reed medical center (New York Post)
  5. Lumber Prices Rise Sharply Despite Covid-19 (Barron’s)
  6. 2 Bank Stocks Worth a Look Heading Into Earnings (Barron’s)
  7. Wells Fargo Stock Has Potential, Because ‘a Broken Bank Can Be Fixed’ (Barron’s)
  8. Mnuchin wants ‘another round’ of stimulus checks passed this month (New York Post)
  9. 68% Have Antibodies in This Clinic. Can Neighborhood Beat a Next Wave? (New York Times)
  10. Wear a Mask — That’s How We Stop Covid-19 Together (Barron’s)
  11. Walgreens to Cut 4,000 Jobs in U.K. Boots Stores (Wall Street Journal)
  12. Oil Went Below $0. Some Think It Will Rebound to $150 One Day. (Wall Street Journal)
  13. German Biotech Sees Covid-19 Vaccine Ready for Approval by December (Wall Street Journal)
  14. Cruise Ships Still Have Their Fans, Even After Coronavirus (Wall Street Journal)
  15. GM reveals price, features of 2021 Corvette Stingray, including two new colors (USA Today)
  16. These ‘epicenter’ stocks could surge higher, says analyst who called March bottom (Yahoo! Finance)
  17. Natural Gas Is Rebounding. 3 Stocks to Play the Move. (Barron’s)
  18. Fed balance sheet below $7 trillion, repo drops to zero for first time since September (Street Insider)
  19. Wells Fargo preparing to cut thousands of jobs: Bloomberg Law (Street Insider)
  20. Mortgage bailout sees biggest one-week decline, but more borrowers are extending terms (CNBC)

Be in the know. 10 key reads for Thursday…

  1. Wells Fargo Has Potential, Because ‘a Broken Bank Can Be Fixed’ (Barron’s)
  2. Gilead Is Testing an Inhaled Version of Its Covid-19 Drug (Barron’s)
  3. Warren Buffett Gives Another $2.9 Billion to Charity (New York Times)
  4. U.S. Initial Jobless Claims Fell Last Week by More Than Forecast (Bloomberg)
  5. The coronavirus has given investors a ‘once-in-a-lifetime opportunity,’ says hedge-fund billionaire (MarketWatch)
  6. Former Fox News Anchor Shepard Smith Joins CNBC to Host Evening Newscast (Wall Street Journal)
  7. Costco (COST) June U.S. Comps Increase 11% (StreetInsider)
  8. Walmart Forays Into Health Insurance In A Bid To Expand Health Care Offerings (Benzinga)
  9. Fed withdraws from repo market after 10 months (Financial Times)
  10. The AC/DC “Back in Black” Stock Market (and Sentiment Results)…(ZeroHedge)

Be in the know. 15 key reads for Wednesday…

  1. Walgreens stock rises on plans to open 700 primary care practices (MarketWatch)
  2. Banks Could Get $24 Billion in Fees From PPP Loans (Wall Street Journal)
  3. Can Biotechs Make it to the Finish in the Covid-19 Vaccine Race? (Barron’s)
  4. Disney Stock Is Undervalued by Nearly 30%, Analyst Says (Barron’s)
  5. This fascinating chart shows the link between commodity prices and populism (MarketWatch)
  6. Here’s how much money banks earned for distributing PPP funds (New York Post)
  7. Walmart launching a subscription service for less than $100 a year (USA Today)
  8. Chubb’s Pandemic Estimate Could Buffer Insurers (Wall Street Journal)
  9. Homebuyer mortgage demand spikes 33% as rates set another record low (CNBC)
  10. What Wall Street Pros Will Look for This Earnings Season (Bloomberg)
  11. Taylor Morrison shares soar premarket after home builder says June was its best ever sales month (MarketWatch)
  12. Morgan Stanley Sees Multiple COVID-19 Vaccine Makers with Pivotal Data Before Year End, Supporting ‘V’ Shaped Recovery (StreetInsider)
  13. Biogen (BIIB) Completes Submission of BLA to FDA for Aducanumab as Treatment for Alzheimer’s Disease (StreetInsider)
  14. Big economies face surging debt, have time to put house in order, Barclays says (Reuters)
  15. Herd Immunity May Be Closer Than You Think (Wall Street Journal)

Be in the know. 15 key reads for Tuesday…

  1. 10 stock picks from Jefferies for investors who want to be ‘trendy’ as the economy recovers (MarketWatch)
  2. Dividend Stocks With Solid Payout Prospects (Barrons)
  3. Here’s one ‘remarkable’ difference between COVID-19 and the 1918 Spanish flu (MarketWatch)
  4. Novavax shares soar 38% premarket on news of $1.6 billion in funding for COVID-19 vaccine candidate (MarketWatch)
  5. Regeneron’s stock gains on $450 million manufacturing deal with U.S. for experimental COVID-19 treatment (MarketWatch)
  6. Gilead Will Make a Profit on Remdesivir This Year, Says Analyst (Barron’s)
  7. Behind Oil’s Rise Is a Historic Drop in U.S. Crude Output (Wall Street Journal)
  8. Elon Musk’s red satin Tesla ‘short shorts’ sell out in minutes (New York Post)
  9. The Next Energy Battle: Renewables vs. Natural Gas (New York Times)
  10. Economists call for more direct cash payments tied to the health of the economy (Reuters)
  11. Disney+ Sees Massive Surge In Downloads During ‘Hamilton’ Weekend (Benzinga)
  12. Revisiting Coronavirus Vaccine Timelines: Moderna Denies Delay, Pfizer Advances Project Lightspeed And More (Benzinga)
  13. Peter Thiel’s Palantir Confidentially Files To Go Public (Benzinga)
  14. Warren Buffett’s Bet Is a Midstream Buying Signal (Wall Street Journal)
  15. Samsung says its second quarter profits likely rose 23% (CNBC)

Be in the know. 15 key reads for Monday…

  1. Warren Buffett’s Berkshire buys Dominion Energy natural gas assets in $10 billion deal (CNBC)
  2. Coronavirus Researchers Compete to Enroll Subjects for Vaccine Tests (Wall Street Journal)
  3. 2021 Ford GT: 660-horsepower super car will come in new customizable colors (USA Today)
  4. At Etsy, Come for the Face Masks, Stay for the Growth Potential (Wall Street Journal)
  5. SPACs Are Booming. These 21 May Be About to Announce Deals. (Barron’s)
  6. Need access to Wi-Fi? There are more options than ever (USA Today)
  7. Regional hot dog styles you need to try (USA Today)
  8. Shanghai soars nearly 6%, leading gains in Asia as ‘bull sentiment’ drives markets (CNBC)
  9. Regeneron begins coronavirus antibody cocktail late-stage trial (CNBC)
  10. Nio’s stock rockets toward a near 2-year high after upbeat report on June sales (MarketWatch)
  11. Fed’s Next Policy Move Looks Tied to Long-Run View on Inflation (Bloomberg)
  12. The Staying Inside Guide: Raise a Glass to Art History (Wall Street Journal)
  13. JPMorgan Says Global Liquidity Surge to Boost Stocks and Bonds (Bloomberg)
  14. Ford Revives Bronco Brand to Lure Off-Road Enthusiasts From Jeep (Bloomberg)
  15. Becton Dickinson Wins FDA Approval of 15-Minute, Hand-Held Covid Test (Bloomberg)

Be in the know. 20 key reads for Sunday…

  1. President of Dominican Republic’s Largest Private Health Group Discusses the Success of Ivermectin as a Treatment for Early Stage COVID-19 (Trial Site News)
  2. More studies on Ivermectin: (Trial Site News)
  3. Current clinical trials on Ivermectin (clinicaltrials.gov)
  4. The FDA-approved drug ivermectin inhibits the replication of SARS-CoV-2 in vitro (Science Direct)
  5. Ivermectin Petition (Change.org)  More details/Video (Get Tested)
  6. How Ford is making sure its F150 remains the most popular truck ever (The Next Web)
  7. COVID-19 vaccine: ICMR urges institutes chosen for Bharat Biotech’s COVAXIN to complete recruitment for human trials by 7 July (Firstpost)
  8. Inflation, Deflation (NPR Planet Money)
  9. The secret economics of a VIP party (The Economist)
  10. Kanye West tweets he’s ‘running for president of the United States’ (Fox News)
  11. Which country will develop coronavirus vaccine first? (Fox Business)
  12. 20 Patriotic Movies and Series to Stream on July 4th Weekend (PC Mag)
  13. Indulging in Singapore’s Big Deal, The Marina Bay Sands (Just Luxe)
  14. ‘Hamilton’: Film Review (Hollywood Reporter)
  15. Saudi Arabia Is Bullying OPEC Members Into Compliance (OilPrice)
  16. Americans Are Snacking More. Utz Explains How the Company Is Catering to Those Appetites. (Barron’s)
  17. Elon Musk To Bring Tesla Cybertruck On Cross-Country Drive (Benzinga)
  18. Stanford doctor: Coronavirus fatality rate for people under 45 ‘almost 0%’ (Washington Examiner)
  19. “Next week administration officials plan to promote a new study they say shows promising results on therapeutics, the officials said. They wouldn’t describe the study in any further detail because, they said, its disclosure would be ‘market-moving’” (NBC News)
  20. Ivermectin: a systematic review from antiviral effects to COVID-19 complementary regimen (Nature)

Be in the know. 20 key reads for Independence Day…

  1. Second Stimulus Checks Could Be Sent As Early As August (Forbes)
  2. Value Investing: Even Deeper History (Two Centuries)
  3. 3 Scenarios for Playing the Coronavirus Economy in the Second Half (Barron’s)
  4. Covid-19 Is a Stress Test for China’s Economy. Why It Keeps Passing. (Barron’s)
  5. 3 Regional Casino Stocks to Buy, Despite Covid-19 Concerns (Barron’s)
  6. Multi-strategy hedge funds post double-digit gains (Financial Times)
  7. Handicapping the market from here — what history tells us about the odds the comeback continues (CNBC)
  8. FedEx standout quarter in ‘tough conditions’ boost stock to best gain since 1986 (MarketWatch)
  9. The Dodge Durango Hellcat is a family SUV that can go 180 mph (CNN)
  10. Hugh Jackman on Best Decisions, Daily Routines, The 85% Rule, Favorite Exercises, Mind Training, and Much More (#444) (Tim Ferriss)
  11. JP Morgan Guide To The Markets Q3 2020 (JP Morgan)
  12. Jeremy Siegel On The Markets (CNBC)
  13. Don’t Miss the Rise of the “Value” Phoenix (Advisor Perspectives)
  14. Baltic index posts 7th straight weekly gain on higher demand (Reuters)
  15. Mean Reversion: Lessons from Liverpool’s 2020 Title Win (Research Affiliates)
  16. Next Stimulus Bill May Include Stimulus Checks & Back To Work Bonuses (Forbes)
  17. Millions are giving up the extra $600 per week in unemployment benefits to go back to work, data shows (Fortune)
  18. This New Flying Car Could Finally Deliver on the Promise of ‘The Jetsons’ (Robb Report)
  19. Master Butcher Pat LaFrieda’s Tips For Better Burgers (Maxim)
  20. 2021 Dodge Challenger SRT Super Stock: Drag Radials and 807 HP on Pump Gas (The Drive)

Be in the know. 10 key reads for Friday…

  1. Growth’s Edge Over Value May Finally Be Nearing Its End (Barron’s)
  2. Chinese PMI hits highest level in a decade in latest sign that the world’s 2nd largest economy is surging back (Business Insider)
  3. Apache (APA) Explores Potential Bid for U.K.’s Premier Oil – Source (Street Insider)
  4. Andy Puzder: Signs of a ‘V’-shaped recovery — a welcome bounce back in economy (Fox News)
  5. Chinese shares hit 5-year high on growing optimism over economy (Financial Times)
  6. Cramer’s week ahead: Big business is bouncing back, and bouncing back with a vengeance (CNBC)
  7. Driving Older Cars: Light on Tech, Heavy on Fun (New York Times)
  8. Texas Makes Face Masks Compulsory in Reversal by Governor (Bloomberg)
  9. A Lazy Escape to Portugal Is What We All Could Use Right Now (Bloomberg)
  10. Why Investors Should Fear a ‘Summertime Melt-Up’ (Barron’s)

Be in the know. 15 key reads for Thursday…

  1. U.S. Unemployment Rate Declined to 11.1% in June (Wall Street Journal)
  2. Economy adds record-breaking 4.8M jobs in June as unemployment rate falls (Fox Business)
  3. Trump says he supports ‘larger’ payments to Americans than Democrats in next coronavirus relief bill (CNBC)
  4. Tesla’s Deliveries Were Incredible. The Stock Is Flying. (Barron’s)
  5. Boeing Played Down Key Change to MAX Jet, Report Says. Why Investors Don’t Care. (Barron’s)
  6. European Stocks Have Long Lagged Behind the U.S. That Might Change. (Barron’s)
  7. House Passes Extension of Paycheck Protection Program (Wall Street Journal)
  8. Coronavirus Vaccine Candidate From Pfizer, BioNTech Produces Positive Results in Early Study (Wall Street Journal)
  9. FedEx Delivers Through the Crisis (Wall Street Journal)
  10. Baltic index rises on firmer vessel rates (Reuters)
  11. House approves $1.5T plan to fix crumbling infrastructure (Fox Business)
  12. You’re Doing It Wrong: A Tail-Risk Hedger Calls Out His Industry (Institutional Investor)
  13. Nio June Deliveries Jump 179%, Q2 Sales Exceed Guidance (Benzinga)
  14. 3 reasons why Bank of America says to be bullish on US stocks, including economic surprise index hitting record high (Business Insider)
  15. BANK OF AMERICA: Wall Street bullishness gauge spikes most in 2 years, signaling a 11% gain for S&P 500 within a year (Business Insider)