Be in the know. 30 key reads for Thursday…

  1. All 50 States Have Now Taken Steps to Reopen (Wall Street Journal)
  2. Shopping Malls Are Reopening, but Visits Are Still Way Down (Barron’s)
  3. “Leave My Mom Out Of It”: Virtual Debate Between Caruso-Cabrera And AOC Turns Ugly (ZeroHedge)
  4. Coronavirus live updates: Italian PM says ‘worst is behind us;’ Elvis Presley’s Graceland to reopen (CNBC)
  5. Boeing Stock Will Rebound. Look Beyond Covid-19. (Barron’s)
  6. The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)… (ZeroHedge)
  7. Lowe’s Did What Home Depot Couldn’t (Barron’s)
  8. Oil prices extend climb toward highest level since March as demand and supply seen taking steps toward recovery (MarketWatch)
  9. This could be the next signal for the S&P 500 to climb past 3,000, says Standard Chartered (MarketWatch)
  10. Airline Stocks Rally as Carriers Plan June Restart and State Bailouts Ease Fears (Barron’s)
  11. Fed Minutes Outline Potential Next Steps to Fight Crisis (Barron’s)
  12. 5 Restaurant Stocks That Are Still Worth Buying (Barron’s)
  13. More Analysts See Oil Demand Exceeding Supply Later This Year. That’s a Bullish Sign for Oil. (Barron’s)
  14. Contact Tracing Takes a High-Tech Step Forward (Barron’s)
  15. The Dow Is Up — and the Number of Stocks In Up Trends Is Too (Barron’s)
  16. Can You Get Covid-19 Twice? (Wall Street Journal)
  17. TikTok parent company valued at over $110B (New York Post)
  18. Coronavirus Shut Down the ‘Experience Economy.’ Can It Come Back? (New York Times)
  19. China’s Xi Seeks to Portray Unity and Pivot to Economy Under Coronavirus Shadow (Wall Street Journal)
  20. When Will Big Concerts Finally Return After Covid? (Think 2021) (Wall Street Journal)
  21. Andrea Bocelli Wants to Get Back to Work (Wall Street Journal)
  22. U.S. Raises Ante in Vaccine Race With $1.2 Billion for Astra (Bloomberg)
  23. Trump Points Finger at China’s Xi, Escalating Fight Over Virus (Bloomberg)
  24. Disney and Universal to Begin Submitting Florida Reopening Plans (Bloomberg)
  25. Young Join the Rich Fleeing America’s Big Cities for Suburbs (Bloomberg)
  26. Starbucks U.S. same-store sales have recovered more than 60% from last year, summer menu announced (MarketWatch)
  27. 2.4 million more file for unemployment, but weekly number steadily decreasing (Fox Business)
  28. Why Texas Roadhouse Could Be A Big Post-Shutdown Winner (Yahoo! Finance)
  29. Trump admin. gives energy companies temporary breaks on royalty rates, rent (Fox Business)
  30. Why Magic Johnson, Mark Cuban Are Connecting Minority-Owned Businesses With Millions In PPP Loans (Benzinga)

Be in the know. 25 key reads for Wednesday…

  1. Target Stock Is Up After Earnings. Walmart Wasn’t a Tough Act to Follow After All. (Barron’s)
  2. Why states can’t go bankrupt (CNBC)
  3. Homebuilding stocks rise despite April slowdown — how to play the move (CNBC)
  4. Weekly mortgage applications point to a remarkable recovery in homebuying (CNBC)
  5. The Metropolitan Museum of Art plans to reopen in mid-August (New York Post)
  6. Thousands of sports fans who can’t gamble on their favorite teams are reportedly flocking to the stock market instead. (Business Insider)
  7. Chinese smartphone maker Xiaomi reports 13.6% rise in first-quarter revenue. (Business Insider)
  8. Lowe’s stock surges after profit, sales rise well above expectations (MarketWatch)
  9. ‘Main Street’ lending program will start at end of May, Fed officials say (MarketWatch)
  10. Here come the TALF funds (MarketWatch)
  11. For Home Builders, a Better Kind of Recession (Wall Street Journal)
  12. ‘The Joe Rogan Experience’ Launches Exclusive Partnership with Spotify (SPOT) (Street Insider)
  13. JetBlue, United Airlines take more steps to counter coronavirus spread (Street Insider)
  14. Northrop Grumman (NOC) Raises Quarterly Dividend 9.8% to $1.45; 1.8% Yield (Street Insider)
  15. 5 Dividend Aristocrat Stocks to Buy That Could Weather Another Brutal Sell-Off (24/7 Wall Street)
  16. Delta CEO to Bartiromo: No US airlines will go out of business thanks to Trump (Feox Business)
  17. Venetian Las Vegas reveals coronavirus safety measures, charity (Fox Business)
  18. U.S. bank regulator finalizes new community lending rule (Reuters)
  19. Is the U.S. on the Path to Recovery? 14 Charts to Watch. (Bloomberg)
  20. Return of Car Traffic Fuels Surge in Oil (Wall Street Journal)
  21. Did Angela Merkel Just Make a U-Turn in Her European Policy? (Bloomberg)
  22. Live Sports Will Return to TV in June, ViacomCBS Says (Barron’s)
  23. Value Stocks Look Cheaper Than Ever (Barron’s)
  24. President Trump Can Choose Which States Get Coronavirus Payback From FEMA (Wall Street Journal)
  25. At Least 30 Public Companies Say They Will Keep PPP Loans (Wall Street Journal)

Be in the know. 22 key reads for Tuesday…

  1. Value Managers Fight Back (Institutional Investor)
  2. Southwest says bookings outpace cancellations in May (Reuters)
  3. 4 Energy Stocks to Buy Now as Massive Oil Rally Continues (24/7 Wall Street)
  4. TikTok nabs Disney’s streaming boss to be its new CEO (CNBC)
  5. Some signs children may not transmit COVID-19, two UK epidemiologists say (Reuters)
  6. The U.S. Space Force Is Starting to Launch Rockets. These Stocks Should Benefit. (Barron’s)
  7. Regions Financial funds 37,000 PPP loans totaling $4.7B (TheFly)
  8. Walmart earnings soar as e-commerce sales jump, shoppers flock to stores (CNBC)
  9. Home Depot (HD) Misses Q1 EPS by 18c, Revenues Beat; Suspending FY20 Guidance, ‘Sales Were Strong at End of 1Q’ (StreetInsider)
  10. JPMorgan hands out $30 billion in loans to small businesses: memo (StreetInsider)
  11. U.S. housing starts drop more than expected (Reuters)
  12. Kohl’s online sales surge amid lockdown, reopens about half of its stores (StreetInsider)
  13. 47% of people will visit restaurants ‘as soon as they reopen:’ Piper Sandler (Yahoo! Finance)
  14. Covid Patients Testing Positive After Recovery Aren’t Infectious, Study Shows (Bloomberg)
  15. Loaded With Cash, Real Estate Buyers Wait for Sellers to Crack (Bloomberg)
  16. Kudlow to Bartiromo: Why Beijing won’t sell US debt despite coronavirus feud (FoxBusiness)
  17. 3 factors why this economic bounceback won’t mirror 2008: Commerce Secretary Wilbur Ross (FoxBusiness)
  18. Olive Garden parent plans to reopen more than 65% of dining rooms by end of May (CNBC)
  19. Liability protections are top GOP priority in next coronavirus bill, McCarthy says (CNBC)
  20. The Auto Market Is Improving Faster Than Expected (Barron’s)
  21. President Trump says he is taking hydroxychloroquine (Reuters)
  22. Fed Chair Powell’s Comments Spark Rally in Bank Stocks Barron’s)

Be in the know. 10 key reads for Monday…

  1. 21 Cheap Stocks With Above-Average Growth Prospects (Barron’s)
  2. Global Stocks Advance on Signs of Slowing Virus as Powell Interview Adds Cheer (Barron’s)
  3. Moderna Reports Positive Vaccine News (Barron’s)
  4. Fed’s Powell tells ‘60 Minutes’ he’s not out of ammunition to fight the recession (MarketWatch)
  5. Work-from-home productivity pickup has tech CEOs predicting many employees will never come back to the office (MarketWatch)
  6. Barron’s Picks And Pans: Cisco, Gilead, Netflix, Wayfair And More (Yahoo! Finance)
  7. Hertz appoints new CEO to lead car rental giant (Fox Business)
  8. Dwayne ‘The Rock’ Johnson ‘very proud’ of his daughter joining WWE New York Post)
  9. Dan Bilzerian Pushes Party Brand From a Social Distance (Bloomberg)
  10. Brent at one-month high, U.S. oil tops $31 as restrictions ease (Street Insider)

Be in the know. 20 key reads for Sunday…

  1. 5 COVID-19 Casualty Stocks to Buy With Big-Time Upside Potential (24/7 Wall Street)
  2. Retest Possible, But Bottom Likely In as Jobless Claims Trend Lower (Almanac Trader)
  3. Oil Futures Pricing in Tighter Supplies (Futures Mag)
  4. Hedge Fund and Insider Trading News: Barry Rosenstein, Jim Simons, Marshall Wace LLP, Selwood Asset Management, Pantera Capital, Vivint Smart Home Inc (VVNT), Penn National Gaming, Inc (PENN), and More (InsiderMonkey)
  5. Space Force unveils flag; Trump touts ‘super-duper missile’ (AP)
  6. President Trump unveils new vaccine effort ‘Operation Warp Speed’ (OANN)
  7. This Art Installation Of A Giant Wave In South Korea Is Honestly Pretty Chill (digg)
  8. Saudi wealth fund boosts U.S. holdings with stakes in Citi, Boeing, Facebook (OANN)
  9. Brabham Automotive Unleashes BT62 Race Car (Maxim)
  10. Seth Klarman: Top 10 Holdings (Q1 2020) (The Acquirers Multiple)
  11. Rethinking Fear (Farnam Street)
  12. 2020 Ferrari F8 Tributo review: Somehow, it got better (cnet)
  13. A Strategy for Reopening New York City’s Economy (Manhattan Institute)
  14. Reopening Sports: Does MMA Point The Way? (NPR Planet Money)
  15. Young Bulls and Old Bears (The Irrelevant Investor)
  16. Major tax benefits for Tesla if Elon Musk moves production from California (Fox Business)
  17. Maximilian Schneider Designs a 21st Century Batmobile Dubbed The Koenigsegg Konigsei Concept (Luxuo)
  18. Your Ultimate Grill Buying Guide—Tested and Approved (Popular Mechanics)
  19. “Poison Pills” Make Comeback at Hollywood Firms Bracing for Hostile Takeovers (Hollywood Reporter)
  20. Stock Market Keeping Score in the Three-Front War Against the Virus (Yardeni)

Be in the know. 25 key reads for Saturday…

  1. Newly Flush PNC Could Kick Off the Next Round of Bank M&A (Barron’s)
  2. Oil Market Dazzled With a Swift Delivery of Supply Cuts (Bloomberg)
  3. Slash tax rate in half for corporations returning to US, White House adviser suggests (New York Post)
  4. McConnell says next stimulus must have coronavirus liability protections (New York Post)
  5. Appaloosa buys Twitter, Netflix stakes, exits Caesars, cuts Facebook position (TheFly)
  6. TSA Preparing to Check Passenger Temperatures at Airports Amid Coronavirus Concerns (Wall Street Journal)
  7. Wells Fargo Has Lost $220 Billion in Market Value Under Fed Cap (Bloomberg)
  8. Inside the Science and Companies Racing to Develop a Covid-19 Vaccine (Barron’s)
  9. John Malone Has a Great Investing Record. Here’s How to Play Along. (Barron’s)
  10. How Investors Should Evaluate Energy Bonds — And the Funds That Own Them (Barron’s)
  11. This Economist Sees a ‘Regime Change’ Favoring Stockpickers (Barron’s)
  12. Assessing the stock market after one of the fastest declines and subsequent comebacks in history (CNBC)
  13. On Furlough From the Kingdom, Disney Workers Try to Keep the Magic Alive (Wall Street Journal)
  14. Michael Jordan Didn’t Manage People, He Lit Them on Fire (Wall Street Journal)
  15. Car Makers See Chinese Market Picking Up (Wall Street Journal)
  16. Bill Murray drinks, jokes with Guy Fieri on Nacho Showdown: ‘Truth is, he’s a redhead’ (USA Today)
  17. Google Antitrust Lawsuit Being Drafted by U.S Justice Department (Bloomberg)
  18. Next coronavirus aid package expected to become reality ‘in June at the earliest,’ as House passes its bill (MarketWatch)
  19. Is this the pullback you’ve been waiting for? (QuantifiableEdges)
  20. JPMorgan Bets on a Dash for the Suburbs (Institutional Investor)
  21. What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense)
  22. Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double in 3 years (CNBC)
  23. Loeb’s Third Point Builds Stake in Disney, Exits Campbell Soup (Bloomberg)
  24. Saudi wealth fund snaps up $7.7bn of blue-chip stocks (Financial Times)
  25. How bank hedging jolted investors into talk of negative rates (Financial Times)

Be in the know. 20 key reads for Friday…

  1. Value Stocks Look Cheaper Than Ever. How to Play a Rebound. (Barron’s)
  2. ‘Stealth Bailout’ Shovels Millions of Dollars to Oil Companies (Bloomberg)
  3. TikTok Raises Profile As Digital Ad Rival To Snap, Facebook, Google (Investor’s Business Daily)
  4. The Oil Market Is Changing Its Tune (Barron’s)
  5. GE Stock Dropped Again. Here’s What’s Going Right. (Barron’s)
  6. Factory Output in China Surged in April (Barron’s)
  7. NYSE Will Partially Reopen Its Trading Floor (Barron’s)
  8. Meet the trikini, beach fashion’s answer to coronavirus (New York Post)
  9. McDonald’s Details What Dining In Will Look Like (New York Times)
  10. Elon Musk’s Boring Company completes second tunnel in Las Vegas (USA Today)
  11. Wealthy Travelers Are Starting to Book Year-End Vacations (Bloomberg)
  12. Are We Asking Too Much of Testing? (Bloomberg)
  13. Drive-in theaters have become a safe haven for moviegoers. Here’s what it’s like to visit one (CNBC)
  14. Who’s on The Hook for Skipped Mortgage Payments? (Wall Street Journal)
  15. Economic Shock of Virus Hit Lower-Income Households Harder, Fed Finds (Wall Street Journal)
  16. Time for GE to Bring Good Things Back to Life (Wall Street Journal)
  17. Oil back at early April highs as demand shows signs of picking up (Street Insider)
  18. PPP Loans Under $2 Million Get A Significant Waiver From SBA (Yahoo! Finance)
  19. Ross to Bartiromo: Taiwan manufacturer hopes to bring supply chain to this state (Fox Business)
  20. Investors warn Covid-19 crisis is paving the way for inflation (Financial Times)

Be in the know. 17 key reads for Thursday…

  1. 13 Stock Ideas From Top Value Managers (Barron’s)
  2. Gilead’s Remdesivir Is a Rare Example of Foresight in This Pandemic (Bloomberg)
  3. What’s Good for Banks Isn’t Necessarily Good for Bankers (Wall Street Journal)
  4. Deals Aren’t Dead. Here Are 12 Stocks That Could Become Buyout Targets (Barron’s)
  5. Green Shoots for the Economy and 5 More Things to Know (Barron’s)
  6. As Stock Buybacks Disappear, Dividends Stand to Gain (Barron’s)
  7. As States Reopen, Home Purchase Applications Rise for the Fourth Week in a Row (Barron’s)
  8. Mnuchin Seeks to Assuage Investors After Powell’s Gloomy Outlook (Bloomberg)
  9. Trump Says He Disagrees With Fauci’s Concerns Over Reopening (Bloomberg)
  10. Wisconsin Supreme Court strikes down state’s ‘stay-at-home’ order (CNBC)
  11. A London-based trading house bought 250,000 barrels of oil during the historic plunge below $0, and likely made a fortune. (Business Insider)
  12. U.S. weekly jobless benefits to stay elevated as coronavirus layoffs widen (Reuters)
  13. AbbVie’s Potential Is ‘Underappreciated,’ Says Morgan Stanley Analyst (Benzinga)
  14. The Swedish Model Trades More Disease for Less Economic Damage (Bloomberg)
  15. Oil Price Crash Could Hurt Trump in Texas, Help in Pennsylvania (Bloomberg)
  16. New York and New Jersey Start to Reopen Their Economies (Wall Street Journal)
  17. Fed TALF Revision Could Help Clear CLO Logjam (Wall Street Journal)

Be in the know. 15 key reads for Wednesday…

  1. Tesla Wins as County Blinks First in Standoff Over Plant (Barron’s)
  2. Fed spells out terms of TALF rescue facility, potentially paving way to unleash funds in weeks (MarketWatch)
  3. Hedge Funds, Go Home — Japan Is Closing the Door (Bloomberg)
  4. Steve Cohen, Jeff Bezos Achieve Scroll Fame at Robin Hood Telethon (Bloomberg)
  5. Hedge Fund That Never Loses Bets Big on South Africa Debt (Bloomberg)
  6. House Democrats unveil new $3 trillion coronavirus relief bill (CNBC)
  7. Gilead strikes deal to make remdesivir coronavirus treatment in 127 countries (CNBC)
  8. What Doesn’t Kill Fast Food Makes It Stronger (Wall Street Journal)
  9. The Emerging-Market Debt Trap (Wall Street Journal)
  10. Live Nation to issue $800 million of bonds that mature in 2027 (MarketWatch)
  11. Boyd Gaming is offering $500 million of senior notes that mature in 2025 (MarketWatch)
  12. Royal Caribbean pledges 28 ships as collateral for $3.3 bln bond offering (Reuters)
  13. CNBC’s Jim Cramer: Elon Musk may be a ‘zealot’ but he’s ‘dead right’ about his decision to break the rules (MarketWatch)
  14. China will step up macro-economic adjustments to offset pandemic impact – state TV (Reuters)
  15. Powell Says Washington Will Need to Spend More to Battle Downturn (Wall Street Journal)

Be in the know. 15 key reads for Tuesday…

  1. Saudis to make further oil supply cut to ‘encourage’ peers (Financial Times)
  2. Shanghai Disneyland Reopens With Strict Safety Procedures (New York Times)
  3. Investors Are Terrified of Chinese Stocks. How to Profit From Their Fear. Barron’s)
  4. Chinese investment in US drops to lowest level since 2009 (USA Today)
  5. Trump orders federal retirement money invested in Chinese equities to be pulled (Fox Business)
  6. China announces new tariff waivers for some U.S. imports (Reuters)
  7. The Fed Is Buying E.T.F.s Today (New York Times)
  8. Simon to reopen half of its malls within a week as states begin to reopen (New York Post)
  9. Palm Beach is new escape for New Yorkers looking to dodge coronavirus (New York Post)
  10. Boeing Plans to Resume Building the 737 MAX This Month (Barron’s)
  11. A Movie Studio Could Buy AMC, Even if Amazon Isn’t Interested (Barron’s)
  12. Why Investors Should Consider Companies That Are Repaying Their Credit-Line Debt (Barron’s)
  13. ‘Feels like we’re at the bottom’: Some executives see signs of recovery in April (CNBC)
  14. Secret recipes for United Airlines’ stroopwafel, Disney’s beignets, more to make in quarantine (USA Today)
  15. AbbVie Stock Is ‘Unsustainably Cheap’ After Allergan Acquisition (Yahoo! Finance)