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)

Be in the know. 10 key reads for Monday…

  1. PulteGroup (PHM) says recent sales trends have been more encouraging (Street Insider)
  2. Is (Systematic) Value Investing Dead? (AQR)
  3. Berkshire Hathaway Stock Has Rarely Been This Cheap (Barron’s)
  4. Marriott, Cisco, DraftKings, and Other Stocks to Watch This Week (Barron’s)
  5. 9 Value Stocks Investors Are Buying While Buffett Waits (Barron’s)
  6. Under virus pressure, Saudi Aramco may cut government payout (Reuters)
  7. AMC Entertainment’s stock soars after report Amazon has expressed buyout interest (Yahoo! Finance)
  8. One Sign That Outperforming Active Managers Will Continue to Outperform (Institutional Investor)
  9. Coronavirus crisis: does value investing still make sense? (Financial Times)
  10. America’s Smallest Stocks Are Staging a Comeback (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Shanghai Disneyland tickets sell out as park prepares to reopen (Fox Business)
  2. Southwest to raise $815 million through sale and leaseback of 20 planes (Reuters)
  3. The 22 Most Expensive Homes in the World for Sale (Robb Report)
  4. Order An Entire Meal From Texas Roadhouse And We’ll Guess How Old You Are (BuzzFeed) (It said I was 19!)
  5. R.I. teen creates non-profit org. to provide smart tech to patients isolated from loved ones (OANN)
  6. Little Richard, Founding Father of Rock Who Broke Musical Barriers, Dead at 87 (RollingStone)
  7. Why Ford Took The Bronco Off The Market – And Why It’s Bringing It Back (digg)
  8. Automobili Pininfarina Is Speeding Into a New Era of Hypercars (Maxim)
  9. This Weekend: NASCAR Makes Virtual Return to Historic North Wilkesboro Speedway (The Drive)
  10. Episode 998: Journey To The Center Of The Fed (NPR Planet Money)
  11. Bad Arguments and How to Avoid Them (Farnam Street)
  12. 7 Early Attempts at Self-Driving Cars (Mental Floss)
  13. MiB: Jim Bianco of Bianco Research (Bloomberg)
  14. Relocated UFC 249 could ‘bring sense of normalcy to people’ (Fox Business)
  15. Epidemics in World History, With Frank M. Snowden (CFR)
  16. Oil is the Comeback King (Futures Mag)
  17. The One Factor That Will Determine The Size Of India’s LNG Boom (OilPrice)
  18. Sam Zell: Nice Distressed Real Estate Bargains Are Ahead (Chief Investment Officer)
  19. Lawmakers urge punishment for banks that won’t back drillers (Pensions & Investments)
  20. Ferrari sales and other Luxury Cars beat Estimates as Global Car sales plummet (Luxuo)

Be in the know. 20 key reads for Saturday…

  1. Guy Fieri raised $20 million for restaurant workers amid pandemic (New York Post)
  2. Battered Builder Stocks Could Be Hot Properties Again (Barron’s)
  3. A Stock to Bet on a Recovery in Gambling (Barron’s)
  4. 9 Value Stocks Investors Are Buying While Buffett Waits (Barron’s)
  5. Walmart and other superstores continue coronavirus-fueled hiring spree (New York Post)
  6. Mad Dash for Small-Business Loans Slows Down to Glacial Pace (Bloomberg)
  7. When United Pawned Old Jets, Bond Traders Sent a Stark Warning (Bloomberg)
  8. Fresh Coronavirus Wave Won’t Require Shutdown, White House Says (Bloomberg)
  9. ‘Survival Mode’: How Billionaire Bosses Tackle the Pandemic (Bloomberg)
  10. Bain Capital makes $1bn bet on Japan’s nursing homes (Financial Times)
  11. ‘We’ve seen the lows in March’ for stocks, says man who called Dow 20,000 in 2015, ‘and we will never see those lows again’ (MarketWatch)
  12. New study claims vitamin D deficiency may impact coronavirus mortality rates (MarketWatch)
  13. Royal Caribbean’s stock rallies after COVID-19-related business and liquidity update (MarketWatch)
  14. Elon Musk Says He’ll Be Working on the Tesla Assembly Line Today (Futurism)
  15. Leading Cause of Death in U.S.? Hint: It Isn’t Covid-19 (Wall Street Journal)
  16. Rolls-Royce Cullinan: A Bid for Rich Millennial Buyers (Wall Street Journal)
  17. If Charlie Munger Didn’t Quit When He Was Divorced, Broke, and Burying His 9 Year Old Son, You Have No Excuse (joshuakennon)
  18. Ariel Investments Chairman John Rogers: We’re buying stocks, ‘leaning in looking for opportunities’ (Yahoo! Finance)
  19. An Apology for Small-Cap Value (Verdad)
  20. Warren Buffett Berkshire Hathaway Annual Meeting Transcript 2020 (Rev)

Be in the know. 17 key reads for Friday…

  1. Global Equities Hold Gains as Jobs Figures Land (Barron’s)
  2. Why China’s Tech Stocks Are Rallying (Barron’s)
  3. Insurance Stocks Are Cheap. Lincoln Could Double, J.P. Morgan Says. (Barron’s)
  4. Norwegian Cruise Line CEO: ‘We expect to sail sometime in 2020’ (CNBC)
  5. Hertz Seeks Lender Leniency or Faces Bankruptcy Within Weeks (Bloomberg)
  6. Turning Oil Wells Back on Is Trickier Than Shutting Them Off (Bloomberg)
  7. ‘Who am I to be bold?’: Warren Buffett’s lack of stock purchases worries billionaire investor Leon Cooperman (Business Insider)
  8. The Defense Haven Isn’t Overcrowded Yet (Wall Street Journal)
  9. Royal Caribbean Cruises (RCL) says booked position for 2021 within historical ranges (Street Insider)
  10. What Americans Will Do With Their 11-Year-Old Cars (24/7 Wall Street)
  11. Top U.S., China trade officials agree to strengthen cooperation (Reuters)
  12. A Disney resort will partially reopen in America surprisingly soon (Fox Business)
  13. Michigan governor says auto plants can reopen Monday (MarketWatch)
  14. Chess Is the New King of the Pandemic (Wall Street Journal)
  15. Liberty Global, Telefonica to Combine U.K. Units, Creating $39 Billion Giant (Wall Street Journal)
  16. China’s Auto Market Rumbles Back to Growth (Wall Street Journal)
  17. ViacomCBS Shares Rise on Earnings Beat, Despite Slumping Revenue (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. U.S. oil prices jump more than 8% as Saudi Arabia lifts prices, China crude imports climb (MarketWatch)
  2. The U.S. economy may already have clawed back 5 million jobs of the 20-million-plus positions eliminated during the pandemic (MarketWatch)
  3. Jobless Claims Drop,but Remain High (Barron’s)
  4. 10 Stocks for Right Now (Barron’s)
  5. Four-Legged City Dwellers Get Their Moment While Humans Are Stuck Inside (Wall Street Journal)
  6. One Car Maker That Will Emerge Stronger From the Pandemic (Barron’s)
  7. Nearly Half of Men Say They Do Most of the Home Schooling. 3 Percent of Women Agree. (New York Times)
  8. The Alarming Rise of Algorithms as Heroes of the Stock Recovery (Bloomberg)
  9. Mnuchin Spars With Guns N’ Roses Frontman Axl Rose on Twitter (Bloomberg)
  10. India Looks to Lure More Than 1,000 U.S. Companies Out of China (Bloomberg)
  11. Look Closely at Risk-Parity Funds’ Different Strategies (Barron’s)
  12. Germany to Reopen Most of Economy in Coming Weeks as Coronavirus Recedes (Wall Street Journal)
  13. New York Survey Yields New Insights Into Who’s Getting Infected With Covid-19 (Wall Street Journal)
  14. Wynn Resorts Details Coronavirus Damage (Wall Street Journal)
  15. A Stunt Driver Is Making Ford’s Unloved Fox-Body Mustang Cool Again (Bloomberg)
  16. John Malone Proves Market Wrong Again With Virgin Media Deal (Bloomberg)
  17. When will hospitals and doctors’ offices be open for normal business again? Experts weigh in (CNBC)
  18. Ulta to reopen 180 stores on Monday (MarketWatch)
  19. China trade data lifts futures ahead of jobless claims (Reuters)
  20. FDA approves coronavirus vaccine candidate for Phase 2 study (Fox Business)

Be in the know. 30 key reads for Wednesday…

  1. Wall to Wall: Warren Buffett Airline Stock Dump Analysis (OANN)
  2. Egyptian billionaire Naguib Sawiris sees oil at $100 in 18 months, says he would buy airlines (CNBC)
  3. Global Equities Are Higher After Trump Says Economy Must Reopen (Barron’s)
  4. Why BlackRock says it’s time to reduce the government bonds, and take on more risk, in your portfolio (MarketWatch)
  5. Gilead Lays Out Plan to Produce Remdesivir (Barron’s)
  6. 22 Beaten-Down IPOs That Are Worth a Second Look (Barron’s)
  7. 10 High-Yielding Energy Bonds Are Worth a Look (Barron’s)
  8. Oil Stocks Have Rebounded, But Can Still Go Higher (Barron’s)
  9. Trump Eyes New Tax Cuts for Next Stimulus Package (New York Times)
  10. What going to the mall will be like as coronavirus restrictions are lifted (New York Post)
  11. Ferrari Touts “Strong Order Book”, Expects To Outperform In 2H 2020 (ZeroHedge)
  12. CVS Health revenue rose 8% as customers rushed to buy essentials; shares up (CNBC)
  13. This cruise stock may be a ‘short-term opportunity’ despite 80% drop, trader says (CNBC)
  14. US investors have piled $1 trillion into cash during coronavirus lockdown, but UBS says ‘rushing to the exits’ and abandoning the markets is not the answer. (Business Insider)
  15. ADP says 20.2 million private-sector jobs lost in April during coronavirus pandemic (MarketWatch)
  16. AbbVie (ABBV), Allergan (AGN) Merger Cleared by FTC (StreetInsider)
  17. Fox News’ Greg Gutfeld Tops Colbert, Kimmel and Other Late-Night Hosts in Ratings (Yahoo! Finance)
  18. Buy Boeing Stock, Analyst Says. The 737 MAX Will Become a Cash Provider. (Yahoo! Finance)
  19. Shanghai Disneyland to reopen with coronavirus social distancing measures in place (Fox Business)
  20. Election Betting Odds (electionbettingodds)
  21. Nio More Than Doubles Deliveries In April As Domestic Economy Limps Back To Normalcy (Benzinga)
  22. Why Home Prices Are Rising During the Pandemic (Wall Street Journal)
  23. Your genes could determine whether coronavirus puts you in the hospital — and we’re starting to unravel which ones matter (MarketWatch)
  24. Ken Griffin’s Shutdown Playbook Kept Him on Top of Markets (Bloomberg)
  25. Instacart Wasn’t Ready to Become an Essential Service Overnight (Bloomberg)
  26. Netflix Won’t Share Crucial Data, So TV Producers Are Piecing It Together Themselves (Bloomberg)
  27. One-Man Hedge Fund Gains 56% With Virus-Resistant Tech Bets (Bloomberg)
  28. Hertz Lenders Postpone Financial Reckoning (Wall Street Journal)
  29. Property Investors See Fiber-Optic Cables as ‘Railroads of the Future’ (Wall Street Journal)
  30. Oil Prices Extend Rebound, Boosted by Demand Hopes (Wall Street Journal)

Be in the know. 20 key reads for Tuesday…

  1. Banks Make $10B in Fees in Phase 1 of PPP (Fool)
  2. Big Banks Pull Ahead in U.S. Small-Business Aid After Stumbles (Bloomberg)
  3. Global Stocks Advance as Focus Returns to Reopenings (Barron’s)
  4. What Might Gilead’s Covid-19 Drug Cost — $10 or $4,500? (Barron’s)
  5. Drive-Throughs Are Now a Lifeline for Fast-Food Chains (New York Times)
  6. Carnival Plans to Sail Again in August, Maybe (New York Times)
  7. ‘Trolls’ streaming success to usher in more new movies at home (USA Today)
  8. Wall Street’s Elite Bond Club Is Cracking at the Worst Possible Time (Bloomberg)
  9. Cash on the Sidelines Could Limit Stocks’ Slide, Yardeni Says (Barron’s)
  10. Smaller Banks Doled Out Bulk of PPP Loans, Fed Data Show (Barron’s)
  11. NBCUniversal to Combine TV, Streaming Operations in Broad Restructuring (Wall Street Journal)
  12. Italy Starts Easing Lockdown, Rebooting Its Stricken Economy (Wall Street Journal)
  13. A Surprising Way to Stay Resilient (Wall Street Journal)
  14. Small Businesses Were at a Breaking Point. Small Banks Came to the Rescue. (Wall Street Journal)
  15. Test, trace, isolate: Governments need to do these three things before reopening economies, expert warns (CNBC)
  16. Israel Will Reopen Malls to Revive Economy as Virus Cases Drop (Bloomberg)
  17. TikTok is winning over millennials and Instagram stars as its popularity explodes (CNN)
  18. Tesla stock rise appears to qualify CEO Musk for $700 million payday (StreetInsider)
  19. 5 BofA Securities Yield Advantage Dividend Stocks for Worried Investors (24/7 Wall Street)
  20. Open for lunch: California counties with few coronavirus cases re-start their economies (Reuters)

Be in the know. 15 key reads for Monday…

  1. Buffett’s Chance for a Blockbuster Deal Faded When Fed Stepped In (Bloomberg)
  2. The subtle tone shift from Warren Buffett every investor must note: Morning Brief (Yahoo! Finance)
  3. Global Stocks Slump on U.S.-China Trade Tensions (Barron’s)
  4. Buffett Was Cautious in the First Quarter (Barron’s)
  5. Warren Buffett’s Optimistic? Pessimistic? No, Realistic (New York Times)
  6. Warren Buffett tells investors to ‘Bet on America,’ buying stocks for long-term gain (USA Today)
  7. President Says More Help Likely for Out-of-Work Americans (Bloomberg)
  8. Buffett on coronavirus, airlines and more: Watch the 5 best moments from the Berkshire meeting (CNBC)
  9. Here are Warren Buffett’s 25 best quotes from Berkshire Hathaway’s annual meeting, where he discussed airlines, coronavirus, and bailouts (Business Insider)
  10. ‘Billions’ Creator Shares Story On How The Show Saved His Career (Benzinga)
  11. Trump says it was right to close US, but it’s time to reopen for economy’s sake (Fox Business)
  12. Liberty Global and Telefónica in advanced talks to create £28 billion U.K. (MarketWatch)
  13. Owl Rock Looks to Raise $1.5 Billion for Opportunistic Debt Fund (Bloomberg)
  14. How Big Data Is Attacking the Coronavirus (Wall Street Journal)
  15. Brazil Doubles Down on Reform (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Coronavirus Prompts Biggest U.S. Manufacturing Pullback Since Last Recession (Wall Street Journal)
  2. What Would You Risk for a Faster Cure? (Wall Street Journal)
  3. Investors Bet Oil Crash Will Weaken Middle East Currency Pegs (Wall Street Journal)
  4. Rising Natural Gas Prices Are a Hot Bet (Wall Street Journal)
  5. Sicily Wants To Lure Tourists By Helping Pay For Flights And Hotels Post-Lockdown (Forbes)
  6. Bill Ackman: Getting Back Up [The Knowledge Project Ep. #82] (Farnam Street)
  7. Hedge Fund and Insider Trading News: Ray Dalio, Bill Ackman, Citadel LLC, Tudor Investment Corporation, Unity Bancorp, Inc. (UNTY), Guardant Health Inc (GH), and More (Insider Monkey)
  8. The ‘Armortruck’ SUV Is An Apocalypse-Ready Supertruck (Maxim)
  9. 7 Warren Buffett Stocks With 60% Upside (U.S. News and World Report)
  10. Donald Trump’s Best Friend, Billionaire Casino Mogul Phil Ruffin, Sees A Hidden Jackpot In The Pandemic ()
  11. Goldman Sachs Has Its Top Oil Stocks to Buy Ahead of a Second-Half Recovery (24/7 Wall Street)
  12. A Strategy for Reopening New York City’s Economy (Manhattan Institute)
  13. The Double Life of Damian Lewis (GQ)
  14. UFC President Dana White’s quarantine routine includes Trump calls, family time (Fox Business)
  15. OPEC Production Cuts Start Today (Futures Mag)
  16. Warren Buffett built up cash and bought only small amounts of stock during the market rout (CNBC)
  17. Tim Cook On Warren Buffett: ‘I Don’t Think There’s A Better Teacher’ (Benzinga)
  18. Why BJ’s, Ulta Stock Are Retail Buys Right Now (MarketWatch)
  19. Berkshire Hathaway First Quarter Earnings (Berkshire Hathaway)
  20. Carl Icahn, who’s made a large bulk of his fortune in energy, has a new play in the industry (CNBC)