Be in the know. 20 key reads for Tuesday…

  1. New coronavirus losing potency, top Italian doctor says (Reuters)
  2. Why Protests Rarely Rattle Markets (Barron’s)
  3. Coty shakes off Kylie Jenner problem, surges 20 percent after KKR buys stake (New York Post)
  4. American Exporters Sell Soy to China Despite Rising Tensions (Bloomberg)
  5. Pound Advances on Glimmer of Optimism Around Latest Brexit Talks (Bloomberg)
  6. Investment banks are torn on which way the market is heading. Citi warns stocks are ‘way ahead of reality,’ but JPMorgan says they can climb higher. (Business Insider)
  7. The pandemic leads to a running boom in America: Morning Brief (Yahoo! Finance)
  8. Oil prices rise ahead of OPEC+ meeting on output cuts (Reuters)
  9. EasyJet to restart flights to 75% of route network by August (BBC)
  10. Oil Prices Mixed As OPEC Tries To Get Ahead Of New Flash Point (Investor’s Business Daily)
  11. Citi Option Trader Bets Nearly $1M On Long-Term Upside (Benzinga)
  12. The Buy-Side Trader Is Getting Outsourced in Coronavirus Crisis (Bloomberg)
  13. One in Four U.S. Covid-19 Deaths Are in Nursing Homes, Data Shows (Wall Street Journal)
  14. The Lancet’s Politicized Science on Antimalarial Drugs (Wall Street Journal)
  15. Buy Lilly, AbbVie and Merck, J.P. Morgan Says (Barron’s)
  16. Las Vegas Casinos Reopen This Week. The Stocks May Reap Different Fortunes. (Barron’s)
  17. Norwegian Cruise Stock Has Tumbled. The Company Has a New Top Investor. (Barron’s)
  18. Here Are Six Dividend Stocks With Solid Payout Prospects—and a Built-In Exit Strategy (Barron’s)
  19. Morgan Stanley Thinks a V-Shaped Recovery Is Possible (Barron’s)
  20. Who Can Get a Loan Through the Paycheck Protection Program? (Barron’s)

Be in the know. 20 key reads for Monday…

  1. Wall Street and Fed fly blind as coronavirus upends annual stress tests (Reuters)
  2. Chinese manufacturing output surged the most in 9 years in May, signaling a coronavirus recovery. (Business Insider)
  3. OPEC+ to Discuss Short Extension of Oil Output Cuts (Bloomberg)
  4. Russians claim to have an effective treatment for the coronavirus, which hospitals will start using this month (CNBC)
  5. Coronavirus May Be a Blood Vessel Disease, Which Explains Everything (Medium)
  6. Tesla CEO Elon Musk Makes History With SpaceX (Barron’s)
  7. Not All Cyclicals Are Created Equal. These 7 Are Resilient. (Barron’s)
  8. Dollar Slides as Investors Regain Confidence in Global Economy (Wall Street Journal)
  9. Tenants Largely Stay Current on Rent, for Now (New York Times)
  10. Record Ratings and Record Chaos on Cable News (New York Times)
  11. Wuhan’s Mass Testing May Have Eradicated the Coronavirus (Bloomberg)
  12. The Unusual Ambitions of Chamath Palihapitiya (Institutional Investor)
  13. Women-led hedge funds beat male rivals in coronavirus crisis (Financial Times)
  14. Nio CEO Says Tesla An Ally In Increasing Sales, Remains Bullish On Chinese EV Market Growth (Benzinga)
  15. Yale Epidemiologist: Hydroxychloroquine Should Be ‘Widely Available And Promoted Immediately’ As Standard Treatment (ZeroHedge)
  16. Barron’s Picks And Pans: Cheniere Energy, Delta Air Lines, Extended Stay And More (Benzinga)
  17. Goldman Sachs bets against the dollar as economies reopen (CNBC)
  18. 7 Cyclical Stocks That Can Ride Out the Coronavirus Slump (Barron’s)
  19. Europeans Want to Travel Again. What That Means for Booking Stock. (Barron’s)
  20. Remote Work Could Spark Housing Boom in Suburbs, Smaller Cities (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. SpaceX Speeding Astronauts to Space Station in Landmark Trip (Bloomberg)
  2. An Encouraging EIA Report (Futures Mag)
  3. Howard Marks: Get Used to Uncertainty (Institutional Investor)
  4. Powell says Fed ‘strongly committed’ to helping US economy (Financial Times)
  5. Under Pressure (The Reformed Broker)
  6. Latest memo from Howard Marks: Uncertainty II (OakTree)
  7. Lockdowns vs. the Vulnerable (Wall Street Journal)
  8. When Safety Proves Dangerous (Farnam Street)
  9. Top Value Managers Share Stock Ideas (Validea)
  10. Typical June Trading: Early Gains Tend to Fade After Mid-Month (Almanac Trader)
  11. Gordon Murray Says the Hotly Anticipated T.50 Will Be the Lightest Supercar Ever Made (Robb Report)
  12. ECRI Weekly Leading Index Update (Advisor Perspectives)
  13. 2021 Dodge Challenger ACR Is Being Benchmarked Against the Viper: Report (The Drive)
  14. The Beige Book And The Pig Farmer (NPR Planet Money)
  15. “We are about to see the best economic data we’ve seen in the history of this country,” says a top former economic adviser to Obama. (POLITICO)
  16. How sugar can temporarily sabotage your immune system (CNET)
  17. Ryan Gosling’s ‘Wolfman’ Gears Up at Universal as Director Decision Nears (EXCLUSIVE) (Variety)
  18. A Giant Pension Bought Citigroup and CVS Stock. Here’s What It’s Selling. (Barron’s)
  19. Watch Musk, Leno Test Drive the Tesla Cybertruck (Popular Mechanics)
  20. Netflix comedy ‘Space Force’ shows real military branch’s struggle to be taken seriously (NBC News)

Be in the know. 25 key reads for Saturday…

  1. How Fed Could Goose Economy via Yield-Curve Control (Bloomberg)
  2. JPMorgan provides 5 charts that suggest the stock market still has ‘plenty of room’ to rise from current levels (Business Insider)
  3. Ride the Travel Rebound With 7 Less Risky Stocks (Barron’s)
  4. Saudis transfer $40bn to back wealth fund’s spending spree (Financial Times)
  5. Disney World gets green light to reopen July 11 (CNBC)
  6. ‘Return-to-work’ bonuses of $450 a week, second stimulus checks: What’s being discussed in DC (CNBC)
  7. Trump’s China Response Leaves Room to De-Escalate Tensions (Bloomberg)
  8. The Really Big Stock Bull Case Says Fed Stimulus Doesn’t Go Away (Bloomberg)
  9. Texas Is Showing the World How to Reopen Cautiously (Bloomberg)
  10. Defense Stocks Lockheed, Northrop, L3Harris Just Below Buy Points In Coronavirus Market Rally (Investor’s Business Daily)
  11. How to Assess U.S. Threat to Delist Chinese Stocks (Barron’s)
  12. The Market’s Rally Could Linger for a Few Weeks. That Doesn’t Mean We’re in the Clear. (Barron’s)
  13. Casinos and Theme Parks Are Reopening This Summer. It Could Be Good News for Airlines. (Barron’s)
  14. 3 Airline Stocks That Can Benefit From a Pickup in Domestic Travel (Barron’s)
  15. Americans Are Getting Back on the Road. 3 Stocks to Buy. (Barron’s)
  16. Why the Stock Market Shrugged Off Escalating U.S.-China Tension This Week (Barron’s)
  17. U.S. oil futures up 88% in May, biggest monthly rise on record (MarketWatch)
  18. Plan to Save World’s Crops Lives in Norwegian Bunker (Wall Street Journal)
  19. William Lyon Built Homes in California and Survived Busts (Wall Street Journal)
  20. The Best James Bond Book for Summer—Especially This Summer (Wall Street Journal)
  21. Remote Work Could Spark Housing Boom in Suburbs, Smaller Cities (Wall Street Journal)
  22. Why is the U.S. stock market ignoring a brewing crisis in Hong Kong? (MarketWatch)
  23. Uneven Stock Recovery Divides Real-Estate Industry (Wall Street Journal)
  24. Elon Musk: “We Want to Be a Leader in Apocalypse Technology” (Futurism)
  25. Secretary Madeleine Albright — Optimism, the Future of the US, and 450-Pound Leg Presses (#437) (Tim Ferriss)

Be in the know. 12 key reads for Friday…

  1. Here’s what the Fed will do next, according to a Goldman Sachs economist (MarketWatch)
  2. BAE Systems Stock Should Be on Investors’ Radar. Here’s Why. (Barron’s)
  3. The Market May Have Gotten Ahead of Itself. But Cyclicals Still Look Cheap. (Barron’s)
  4. Sales Challenges Prove that Luxury Carmakers Aren’t Covid-Immune (Barron’s)
  5. Tesla’s Elon Musk just scored this massive payday (Fox Business)
  6. The Dirty Secret of Asset Management: It’s Doing…Okay? (Institutional Investor)
  7. How investors learnt to love the rally in stocks (Financial Times)
  8. Alan Jackson is the latest country star to play outdoor drive-in concerts (USA Today)
  9. Scientists Question Study Linking Malaria Drugs to Covid Risks (Bloomberg)
  10. Americans Have Stopped Thinking the Economy Is Getting Worse (Bloomberg)
  11. Sweden’s Economy Grew Last Quarter, Adding to Covid-19 Debate (Bloomberg)
  12. Mnuchin’s $29 Billion Loan Fund Untapped as Airlines Eye Rebound (Bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Boeing Restarts 737 Max Production As Massive Job Cuts Detailed (Investor’s Business Daily)
  2. The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)… (ZeroHedge)
  3. Vacation rentals around the world have jumped 127% since early April in a sign that people are slowly starting to travel again (Business Insider)
  4. Why Ackman Sold His Berkshire Hathaway Stake (Barron’s)
  5. Regal Owner Cineworld to Reopen Cinemas in July. That’s Not The Only Reason The Stock Is Soaring. (Barron’s)
  6. Battered Delta Stock Could Take Off. Here’s How to Play It. (Barron’s)
  7. Papa John’s second record sales month sends stocks soaring (New York Post)
  8. Apple Lands Martin Scorsese Movie Starring Leonardo DiCaprio and Robert DeNiro (Wall Street Journal)
  9. Facebook’s Mark Zuckerberg on Twitter fact-checking Trump: Companies shouldn’t serve as ‘arbiter of truth’ (USA Today)
  10. Roche Partners With Gilead in Covid Trial of Drug Combination (Bloomberg)
  11. Jamie Dimon Captures the Stock Market Moment (Bloomberg)
  12. With M&A Dead, Wall Street Bankers Keep Busy With Stock Sales (Bloomberg)
  13. Jobless claims rise over 2 million again but data offer glimmer of hope (MarketWatch)
  14. Bank of America CEO Brian Moynihan says U.S. economy starting to ‘come out of the hole’ (CNBC)
  15. Dollar General (DG) Tops Q1 EPS by 86c, Same-Store Sales Increased 21.7% (Street Insider)
  16. Toll Brothers (TOL) Tops Q2 EPS by 11c (Street Insider)
  17. 4 Dow Stocks to Buy Now That Have Lagged the Huge Rally (24/7 Wall Street)
  18. Ex-White House adviser Gary Cohn: Congress must act to help US recovery (Fox Business)
  19. Zuckerberg and Dorsey clash as Trump order looms (Financial Times)
  20. Hedge Funds Said One Thing. Their Portfolios Show Another. (Institutional Investor)

Be in the know. 20 key reads for Wednesday…

  1. 33 Stocks That Will See Strong Earnings Growth This Quarter (Barron’s)
  2. European stocks climb as investors eye bigger-than-expected EU stimulus plan (MarketWatch)
  3. Burger King debuts giant crowns to encourage social distancing (New York Post)
  4. Why Dollar Tree and Family Dollar Stock Are Buys Right Now (Barron’s)
  5. Fed should lift caps to buy as much corporate bond ETFs as it wants, says BofA (MarketWatch)
  6. 13 Deeply Discounted Dividend Stocks to Play in a Recovery (Barron’s)
  7. 15 Cheap Stocks Growing Fast Enough to Avoid Value Trap (Barron’s)
  8. Europe Is Subsidizing Millions of Paychecks. Companies Want to Keep It That Way, for Now. (Wall Street Journal)
  9. Distressed Real Estate Market Beckons Opportunistic Buyers (New York Times)
  10. KFC tests a new chicken sandwich (USA Today)
  11. Mortgage demand from homebuyers shows strong and unexpectedly quick recovery (CNBC)
  12. Jay Leno: What it’s like to drive the Tesla Cybertruck—from ‘instant acceleration’ to how the interior feels (CNBC)
  13. A top Trump economic adviser says the White House is considering offering ‘back to work’ cash bonuses for unemployed Americans ) (Business Insider)
  14. Cuomo to press Trump on reviving U.S. economy with roads, bridges in White House meeting (Reuters)
  15. Ross to Bartiromo: Trump mulling ‘menu’ of action against China over Hong Kong (Fox Business)
  16. Top-rated companies raise $1tn to fill ‘war chests’ (Financial Times)
  17. Boeing and Airbus Study How Coronavirus Behaves During Air Travel Wall Street Journal)
  18. This is the time for active managers to shine, Goldman notes. How — and what — are they doing? (MarketWatch)
  19. Airline stocks soared as much as 16% Tuesday — here are Wall Street’s favorites (MarketWatch)
  20. Gilead Sciences Stock Is Moving Back Into Favor (MarketWatch)

Be in the know. 10 key reads for Tuesday…

  1. Wall Street’s 6 Favorite Defense Stocks for Memorial Day (Barron’s)
  2. Small caps outperform after recessions, so ‘you have history on your side,’ money manager says (CNBC)
  3. Global Stocks Rally on Recovery Hopes and Vaccine News (Barron’s)
  4. Mike Tyson nears boxing return as another $20 million opportunity emerges (New Yoork Post)
  5. Classic Car Auctions Upended by Coronavirus (New York Times)
  6. Oil Gains on Optimism Market May Balance in Coming Weeks (Bloomberg)
  7. Six Flags’ stock surges after plan to reopen first theme park on June 5 (MarketWatch)
  8. What Hedge Funds Own – and What It Says About the Market (Barron’s)
  9. Stanley Ho, ‘King of Gambling’ Who Built Macau, Dies at 98 (Bloomberg)
  10. Square’s Co-Founder: A Recession Is a Great Time to Start a Company (Wall Street Journal)

Be in the know. 10 key reads for Memorial Day…

  1. James Bond’s Car Comes to Life With Oil-Slick Sprayer, but No Ejector Seat (New York Times)
  2. NYSE’s Floor to Reopen With Masks, Waivers and Handshake Ban Wall Street Journal)
  3. Cyclical Stocks Are Staging Comeback (Wall Street Journal)
  4. The Secret to Searing a Bistro-Quality Steak (Wall Street Journal)
  5. As Passengers Disappeared, Airlines Filled Planes With Cargo (New York Times)
  6. Global Oil Demand Has Yet to Peak, Energy Watchdog Predicts (Bloomberg)
  7. Germany’s Ifo Index rises above forecasts in May (MarketWatch)
  8. Covid-19 Patients Not Infectious After 11 Days: Singapore Study (Bloomberg)
  9. China warns audit plans will drive companies from US exchanges (Financial Times)
  10. ‘Never waste a crisis’: inside Saudi Arabia’s shopping spree (Financial Times)

 

Be in the know. 10 key reads for Sunday…

  1. Election-Year June: Candidate Clarity Boosts Performance (Almanac Trader)
  2. Disneyland to feature ‘modified’ experience for guests upon reopening amid pandemic (OAN)
  3. Triumph Celebrates James Bond With Special Edition Scrambler 1200 (Maxim)
  4. Southeastern: The Exceptional Opportunity in Small-Cap Value (Advisor Perspectives)
  5. Stocks Are Up But The Economy’s Down (NPR Planet Money)
  6. The Coronavirus Vaccine Is on Track to Be the Fastest Ever Developed (The New Yorker)
  7. Gut Microbes May Be Key to Solving Food Allergies (Scientific American)
  8. The Billionaire, an African Mine and a Spy Network (Bloomberg)
  9. The Sprint to Raise a $1.75 Billion Credit Fund During a ‘Maelstrom’ (InstitutionalInvestor)
  10. The top 9 shows on Netflix and other streaming services this week (BusinessInsider)