Be in the know. 20 key reads for Saturday…

  1. JD.com’s Successful Ecommerce Sale Bodes Well for China (Barron’s)
  2. How to Play Biotech’s Next Big Runup (Barron’s)
  3. SPAC in the Middle of a Boom for New Stocks (Barron’s)
  4. Fuel Prices Will Rebound in Different Stages (Barron’s)
  5. Goldman Sachs Stock Is Poised to Shine Again (Barron’s)
  6. Picasso’s ‘Head of a Sleeping Woman’ Available for the First Time in Decades (Barron’s)
  7. Oil Prices Rise Above $40 on Demand Hopes (Wall Street Journal)
  8. May’s U.S. Jobs Rebound Was Widespread (Wall Street Journal)
  9. Covid-19 and the case against caution (Financial Times)
  10. John Paul DeJoria — From Homelessness to Building Paul Mitchell and Patrón Tequila (#441) (Tim Ferriss)
  11. The Anatomy of a Rally – Oaktree Capital (Howard Marks)
  12. Small Value Stocks: Peril and Opportunity (Morningstar)
  13. Seth Klarman on Relative Value and Relative Performance (gurufocus)
  14. Walter Schloss: His rules that beat the market (Monevator)
  15. Ben Graham: The Other Advantage of Diversification (Novel Investor)
  16. Small-Cap Valuations: Historic Opportunity or Overvalued? (WisdomTree)
  17. Jeremy Siegel on the Stock Market and Covid-19 (Podcast) (Bloomberg)
  18. SBA Opens Up New Grants And Loans For Small Businesses And Independent Contractors: The EIDL Program (Forbes)
  19. This Is Not Your Grandma’s Fried Chicken—It’s Better (The Daily Beast)
  20. These Michelada Ribs Are The Perfect Summer BBQ Recipe (Maxim)

Be in the know. 15 key reads for Friday…

  1. China to Accelerate U.S. Farm Purchases After Hawaii Talks (Bloomberg)
  2. What the Rush to Cash Means for the Stock Market (Barron’s)
  3. Anthony Bourdain’s Trick for Great Steak Tartare Isn’t About the Meat (Bloomberg)
  4. This fund manager whose biggest short was Wirecard says he is the most bullish toward stocks since 2009 (MarketWatch)
  5. Oil prices climb, head for roughly 10% weekly gain on optimism over global demand (MarketWatch)
  6. Biogen Can Bounce Back from Multiple-Sclerosis Blow (Wall Street Journal)
  7. This Cheap Hedge Could Save Investors Some Grief (Bloomberg)
  8. Rollerblading for Grown-Ups Is Back, and It’s Not Just Like Riding a Bike (Wall Street Journal)
  9. How Exactly Do You Catch Covid-19? There Is a Growing Consensus (Wall Street Journal)
  10. Waiting to buy that hot new 2020 mid-engine Corvette? Keep waiting. (USA Today)
  11. Oil Prices Rise Amid Supply Cuts (Wall Street Journal)
  12. Twitch’s Streaming Boom Is Jolting the Music Industry (Bloomberg)
  13. Second-half economic recovery ‘has begun’: Kevin Hassett (Fox Business)
  14. Mortgage rates drop to another record low — here’s why Americans may not want to wait too much longer before locking rates in (MarketWatch)
  15. Investors Edge Back Into Emerging Markets (Wall Street Journal)

Be in the know. 12 key reads for Thursday…

  1. Beijing Virus Outbreak Contained, Top China Expert Say (Bloomberg)
  2. We will dress up again (Financial Times)
  3. TikTok’s U.S. Revenues Expected to Hit $500 Million This Year (The Information)
  4. Initial Jobless Claims 1.5M vs 1.29M Expected (Street Insider)
  5. BoE Buying by $125 Billion to Counter Virus Crisis (Bloomberg)
  6. Wall Street giants including the CEOs of Goldman and Blackstone are pouring money into the campaign to defeat AOC in a June primary. (Business Insider)
  7. China Pledges Faster Credit Growth as Economy Faces Virus Return (Bloomberg)
  8. BP raises nearly $12 billion in first hybrid bonds issue (Reuters)
  9. Initial jobless claims continue to trend lower (Yahoo! Finance)
  10. Banks rush to borrow record €1.3tn at negative rates from ECB (Financial Times)
  11. Boaz Weinstein Is Making Bank. He’s Not Happy That You Know About It. (Institutional Investor)
  12. How Strict Are Airlines About Face Masks in Flight? (Wall Street Journal)

Be in the know. 15 key reads for Wednesday…

  1. Opinion: Insiders in these 2 market sectors are spending the most money to buy more of their company’s stock (MarketWatch)
  2. Banks’ trading bonanza just keeps going — markets units to see 20% revenue surge (fn london)
  3. Debt investors let borrowers go back to the future (Financial Times)
  4. Jim Cramer: A Zweig Wave Is One That’s Definitively Worth Surfing (TheStreet)
  5. U.K. approves use of life-saving coronavirus drug dexamethasone in ‘biggest breakthrough yet’ (MarketWatch)
  6. The Worst Is Over. Where to Find Promising Stocks. (Barron’s)
  7. U.S. home construction rebounds 4.3% in May (CNBC)
  8. ‘The dollar is going to fall very, very sharply,’ warns prominent Yale economist (MarketWatch)
  9. Moderna Is Racing Toward a Covid-19 Vaccine, but the Field Is Getting Crowded (Barron’s)
  10. Keep an eye on these infrastructure stocks, with possible $1 trillion Trump plan on deck: Traders (CNBC)
  11. Mortgage applications to buy a home surge to the highest in 11 years as rates hit a survey low (Business Insider)
  12. A Maserati Straight Out of a Vintage-Car Lover’s Dreams (Wall Street Journal)
  13. Investors Are Sitting on the Biggest Pile of Cash Ever (Wall Street Journal)
  14. If Inflation Is Coming, the Market Isn’t Ready (Wall Street Journal)
  15. Oil Demand Is Headed for Record Rebound in 2021 (Wall Street Journal)

Be in the know. 35 key reads for Tuesday…

  1. Retail Sales Surge as Shoppers Emerge From Lockdown (Barron’s)
  2. Steroid dexamethasone reduces deaths among patients with severe COVID-19: trial shows (Street Insider)
  3. 10-year Treasury yield climbs above 0.75% on recovery in U.S. retail sales and report of $1 trillion infrastructure spending plan (MarketWatch)
  4. European stocks rally on central bank action and U.S. data (MarketWatch)
  5. A portfolio of stocks being bought by mom-and-pop investors is trouncing Wall Street pros — here’s what they’re buying (MarketWatch)
  6. Oil prices rally as IEA report points to record appetite for crude next year (MarketWatch)
  7. ‘The dollar is going to fall very, very sharply,’ warns prominent Yale economist (MarketWatch)
  8. U.K. and EU Want a Quick Brexit. They Just Disagree on Everything Else. (Barron’s)
  9. Bluebird and Crispr Show Promise for Sickle-Cell Cures (Barron’s)
  10. 10 REITs With Strong Rent Collection and Lower Debt (Barron’s)
  11. Dividend Stocks Set to Benefit From the Search for Yield (Barron’s)
  12. Retail Traders Are Beating Hedge Funds (Barron’s)
  13. Fed Will Amass Corporate Bond Portfolio Using Index Approach Wall Street Journal)
  14. Airlines Are Losing Money. They Will Still Buy a Lot of Planes (Wall Street Journal)
  15. iRobot Cleans Up (Wall Street Journal)
  16. Apple price target raised to $400 from $310 at Cit (TheFly)
  17. BofA boosts Disney target to $146, sees ‘compelling’ entry point (TheFly)
  18. Lennar Corp. (LEN) Tops Q2 EPS by 51c, Offers Guidance (Street Insider)
  19. Major US airlines may ban passengers who don’t wear face masks (New York Post)
  20. Hedge fund coach claims ‘Billions’ trolling her by dressing character in favorite outfit (New York Post)
  21. Trump to Sign Executive Order on Policing (Wall Street Journal)
  22. Fannie, Freddie Tap Wall Street Banks to Advise on Recapitalization (Wall Street Journal)
  23. The coronavirus pandemic can’t stop Americans from buying pickups USA Today)
  24. BofA Survey Finds 78% of Investors See Market as ‘Overvalued’ (Bloomberg)
  25. Supply Chains of 2020 Needing Repair Now Are the Banks of 2008 (Bloomberg)
  26. Oil Rises Above $40 on U.S. Stimulus and Tighter Supplies (Bloomberg)
  27. Light, Fast, and Powerful, the Porsche 718 Also Runs Under $100,000 (Bloomberg)
  28. Ford unveils 2021 Mustang Mach 1 as new global ‘pinnacle’ of pony car lineup CNBC)
  29. 10 tech stocks left behind by the market’s furious rally (MarketWatch)
  30. Investors Approaching Retirement Face Painful Decisions (Wall Street Journal)
  31. Bank of Japan pledges $1tn in coronavirus loans (Financial Times)
  32. More Market Makers To Be Allowed Back On The NYSE Floor Wednesday (Benzinga)
  33. Tesla Says Model S Long Range Plus Finally Received 402 Miles Rating From EPA, Confirms $5,000 Price Cut (Benzinga)
  34. How Tiger Funds Navigated the Market Volatility (Institutional Investor)
  35. Fed’s Powell set to reiterate long U.S. economic recovery, call for more fiscal support (Reuters)

Be in the know. 22 key reads for Monday…

  1. How the Pandemic Has Changed What Home Buyers Want. (Barron’s)
  2. Goldman Says Mom-and-Pop’s Stock Picks Are Trouncing Wall Street (Bloomberg)
  3. Why Investors Shouldn’t Worry About Last Week’s Fall (Barron’s)
  4. Lilly Is Testing Its Arthritis Drug as a Coronavirus Treatment (Barron’s)
  5. Americans Are Driving Again. What That Means for Auto Stocks. (Barron’s)
  6. Get Ready for the ‘Mother of All Bidding-War Seasons’ (Barron’s)
  7. Hedge fund Elliott Management shifts to elephant hunting as fund size balloons (CNBC)
  8. Warren Buffett says this is ‘by far the best book on investing ever written’ (CNBC)
  9. A portfolio of stocks being bought by mom-and-pop investors is trouncing Wall Street pros — here’s what they’re buying (MarketWatch)
  10. China’s factory output perks up but consumers stay cautious (Reuters)
  11. Big money may soon be chasing the ‘Robinhood’ investor (Yahoo! Finance)
  12. Retail investors top Wall Street pros as stock market recovers from coronavirus selloff (Fox Business)
  13. Barron’s Picks And Pans: Chevron, Goldman Sachs, Progressive And More (Benzinga)
  14. AstraZeneca Strikes Deal With Four EU Countries Over 400M Coronavirus Vaccine Doses (Benzinga)
  15. Source image: Unsplash.com
  16. ByteDance Explores Partnership With Singapore’s Lee Business Family For Digital Banking License: Report (Benzinga)
  17. Morgan Stanley Economists Double Down on V-Shape Global Recovery (Bloomberg)
  18. Singapore to Ease Virus Curbs, Resume Most Activities Friday (Bloomberg)
  19. China a Bright Spot for U.S. in Gloomy Global Trade Picture (Wall Street Journal)
  20. Signs of a V-Shaped Early-Stage Economic Recovery Emerge (Wall Street Journal)
  21. Kudlow Urges Replacing Unemployment-Benefit Boost With Return-to-Work ‘Bonus’ (Wall Street Journal)
  22. ‘Billions’ Recap, Season 5, Episode 7: Axe Capital on Drugs, a Scandal and a Firing (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. JPMorgan’s Kolanovic Drops Caution on Stocks, Says Buy the Dip (Bloomberg)
  2. Second Wave Fears Won’t Crush Oil Demand (Futures Mag)
  3. 2 Energy Stocks to Buy in June 2020 (Insider Monkey)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. Here’s Proof That the 2021 Ford Bronco Has a Seven-Speed Manual and Crawler Gear (The Drive)
  6. The Cost Of Contact Tracing (NPR)
  7. A Guy Named Craig May Soon Have Control Over a Large Swath of Utah (New Yorker)
  8. Two Investors Search The Globe For An Investment Edge (Podcast) (Bloomberg)
  9. Joe Rogan Got Ripped Off by Spotify? (Marker)
  10. Why the Worst Is Over for Mortgage-Backed Securities, Maybe (Chief Invesment Officer)
  11. Fresh OPEC+ cuts point to crude and condensate supply deficits through 2021 (Oil & Gas Journal)
  12. Bond Moves Up (Variety)

Be in the know. 20 key reads for Saturday…

  1. Lasry: Hertz Debt Is an Opportunity (Barron’s)
  2. Hedge Fund Tips – Who Was Really the Dumb Money? (Zero Hedge)
  3. The Fed Is Optimistic—If Congress Does More Now (Barron’s)
  4. Get Ready for ‘Mother of All Bidding-War Seasons,’ Says Real Estate CEO (Barron’s)
  5. Why Regional Theme Parks Could Be the Place to Be This Summer (Barron’s)
  6. Here’s how the stock market tends to trade after brutal selloffs like Thursday’s (MarketWatch)
  7. Bank of America Stock Stands to Gain on Stress Test and Earnings (Barron’s)
  8. 10,000 Steps a Day Is a Myth. The Number to Stay Healthy Is Far Lower. (Wall Street Journal)
  9. Before Catching Coronavirus, Some People’s Immune Systems Are Already Primed to Fight It (Wall Street Journal)
  10. American Express Gets Nod to Start Operating Card Network in China (Wall Street Journal)
  11. Steven Mnuchin Says White House Considering Second Round of Stimulus Payments (Wall Street Journal)
  12. Twitter Restores Zero Hedge Account After Admitting Error (Bloomberg)
  13. ‘Economists make fortune-tellers look good’: This investment manager thinks the US is on course for a V-shaped recovery as markets ‘have already priced in’ a 2nd wave of coronavirus (Business Insider)
  14. Global stocks could soar 47% from current levels as recent sell-off rejuvenates the bull market, JPMorgan says (Business Insider)
  15. US consumer sentiment jumps the most since 2016 on renewed hiring efforts (Business Insider)
  16. Cliff Asness, AQR Founder and Libertarian Firebrand, Tells Staff That ‘Black Lives Matter’ (Institutional Investor)
  17. Donald Trump’s New Secret Weapon: Boats (Vanity Fair)
  18. 5 Signs This Might Be a New Bull Market (A Wealth of Common Sense)
  19. Jeremy Siegel declares end to the 40-year bull market in bonds (CNBC)
  20. CNBC’s full interview with Ron Baron (CNBC)

Be in the know. 10 key reads for Friday…

  1. 5 Stocks to Rotate to Now as Stock Market Melt-Up Rally Hits a Massive Wall (24/7 Wall Street)
  2. A Tesla Fan Talks Down Nikola’s Highflying Stock (Barron’s)
  3. NASA Needs to Find Ice on the Moon. This Rover Will Lead the Search. (New York Times)
  4. Bankrupt Hertz wants to sell up to $1 billion in stock (MarketWatch)
  5. More turning to RVs, motor homes to escape COVID-19 — and get away from it all (USA Today)
  6. Defense contractor L3Harris CEO: Tech will ‘drive the future’ of warfare (CNBC)
  7. Palantir Technologies close to stock market debut (Fox Business)
  8. Is now the right time to buy a holiday home abroad? (Financial Times)
  9. Stolen Banksy artwork honoring Bataclan victims found in Italy (USA Today)
  10. Why TikTok’s Addison Rae Is More Than Just a “Pouty Face” (Wall Street Journal)

Be in the know. 15 key reads for Thursday…

  1. Bank of America Stock Stands to Gain on Stress Test and Earnings (Barron’s)
  2. Fed Officials Project No Rate Increases Through 2022 (Wall Street Journal)
  3. Bank of America’s top equity strategist is looking for these signals to get more bullish on stocks (MarketWatch)
  4. Davey the Day Trader Deconstructed (Wall Street Journal)
  5. Exclusive: Pershing Square’s Ackman eyes $1 billion-plus ‘blank-check’ company – sources (Reuters)
  6. Suburban housing is a seller’s market now: Real estate agent (Fox Business)
  7. Regeneron (REGN) announced initiation of first clinical trial of REGN-COV2, dual antibody cocktail for prevention and treatment of COVID-19 (Street Insider)
  8. This Exclusive Dataset Shows Why Investor Optimism Is Surging (Institutional Investor)
  9. Moderna Will Start Testing Vaccine on 30,000 People in July (Barron’s)
  10. Jay Powell delivers dovish message to financial markets (Financial Times)
  11. Mnuchin Backs More Aid to Hard-Hit Small Businesses (Wall Street Journal)
  12. $130 Billion in Small-Business Aid Still Hasn’t Been Used (New York Times)
  13. Pessimistic Pros Missed the Big Rally, and So Did Many Americans (Bloomberg)
  14. Johnson & Johnson To Start Coronavirus Vaccine Human Trials Ahead Of Schedule In July (Benzinga)
  15. Here are the biggest stock-market bets among institutional and retail investors, ranked MarketWatch)