Be in the know. 20 key reads for Thursday…

  1. Showtime’s ‘Billions’ Is Back With More Financial Schemes Than Ever (Wall Street Journal)
  2. This CEO’s Formula For Building Success Is So Simple (Investor’s Business Daily)
  3. Stocks Pause After Strong Rally (Barron’s)
  4. Health Care Was Biggest Drag on GDP (Barron’s)
  5. Cash-hungry firms are turning to convertible bonds (fnLondon)
  6. Justin Amash Discloses Purchases of Disney Stock (Barron’s)
  7. You’d Be Surprised Who Can Beat Buffett and Icahn (Barron’s)
  8. China’s nonmanufacturing PMI hits 3-month high (MarketWatch)
  9. Two Mortgage REITs Are Benefiting From Fed-Backed Market (Barron’s)
  10. Elon Musk slams ‘fascist’ coronavirus lockdowns in Tesla earnings call (New York Post)
  11. Kraft Heinz Sticks With Its Dividend. Earnings Were Strong. (Barron’s)
  12. 35 Stocks to Buy if the Economy Recovers in a V-Shape (Barron’s)
  13. U.S. Explores Emergency-Use Approval for Gilead Drug After Study Found It Helped Recovery From Covid-19 (Wall Street Journal)
  14. Fed’s Powell Says More Spending Will Be Needed From Congress (Wall Street Journal)
  15. Steven Mnuchin Says U.S. Aims to Get Back Its Money From Fed Programs (Wall Street Journal)
  16. The Bad News Won’t Stop, but Markets Keep Rising (New York Times)
  17. Fed Suggests Tough Road Ahead as It Pledges to Help Insulate Economy (New York Times)
  18. Gilead CEO Says Over 50,000 Remdesivir Courses Ready to Ship (Bloomberg)
  19. Warren Buffett to Break Silence at Virtual Woodstock for Capitalists (Bloomberg)
  20. Coronavirus pushed Twitter to a record 24% growth in daily users last quarter (Business Insider)

Be in the know. 20 key reads for Wednesday…

  1. ‘Trolls World Tour’ Breaks Digital Records and Charts a New Path for Hollywood (Wall Street Journal)
  2. Simon Property to Reopen 49 Malls (Wall Street Journal)
  3. Boeing’s stock surges after wider-than-expected loss and revenue miss, but free cash flow beat (MarketWatch)
  4. ‘Will You Help Save My Brother?’: The Scramble to Find Covid-19 Plasma Donors (New York Times)
  5. China’s Factories Are Back. Its Consumers Aren’t. (New York Times)
  6. Rhode Island Pushes Aggressive Testing, a Move That Could Ease Reopening (New York Times)
  7. Icahn’s ‘Beautiful Trade’ Pays Off Early With Malls Forced Shut (Bloomberg)
  8. Elon Musk Joins the Lockdown Rebels (Bloomberg)
  9. Saudi Prince’s Year of Prestige Is Unraveling in Front of Him (Bloomberg)
  10. Weekly mortgage applications to buy a home make a strong recovery (CNBC)
  11. Pfizer coronavirus vaccine could be ready for emergency use by this fall (New York Post)
  12. Starbucks expects to reopen 90 percent of its stores by June (New York Post)
  13. Oil price jumps 15% after reports that a key measure of storage demand was 2 million barrels lower than expected. (Business Insider)
  14. Arthritis drug may help fight severe coronavirus cases, study finds (New York Post)
  15. Much of U.S. economy still plugging along despite coronavirus pain (Reuters)
  16. Home-buying interest spikes to highest level in weeks, showing signs of recovery (Fox Business)
  17. Stock futures jump after positive data on Gilead coronavirus treatment (CNBC)
  18. U.S. Economy Shrinks at 4.8% Pace due to Coronavirus (GDP) (Bloomberg)
  19. Gilead Remdesivir Trial for Covid-19 Has Met Primary Endpoint (Bloomberg)
  20. IHOP parent Dine Brands shares jump after earnings beat (MarketWatch)

Be in the know. 30 key reads for Tuesday…

  1. Pfizer Earnings, Sales Top; Dow Jones Drug Giant Rises (Investor’s Business Daily)
  2. Chevron Stock Could Have a Record Month (Barron’s)
  3. Investors to Get a Peek at Buffett’s Potential Successor (Barron’s)
  4. The Fed Made It Easier for Municipalities to Borrow (Barron’s)
  5. Caterpillar’s Earnings Missed Expectations. The Stock Is Rising Anyway. (Barron’s)
  6. Best Movies You Can Stream at Home This Week (24/7 Wall Street)
  7. Pfizer said sales of Eliquis, hospital products rose in Q1 on COVID-19 demand (MarketWatch)
  8. No Junk Debt Is Too Risky: How Fed’s Action Changed Everything (Bloomberg)
  9. Tesla asks employees to return to work before coronavirus lockdown ends (New York Post)
  10. Warren Buffett to answer questions online at Berkshire Hathaway’s annual meeting Saturday (USA Today)
  11. Texas Is Open, California’s Closed and States Go Their Own Way (Bloomberg)
  12. Warren Buffett will soon tell us what he really thinks about stocks, investing and the coronavirus pandemic (MarketWatch)
  13. 3M’s Earnings Were Strong. Health Care, Masks Boosted Sales. (MarketWatch)
  14. Fed has simple goal this week — project confidence in face of the unknown (MarketWatch)
  15. PepsiCo adjusted earnings rise as consumers stock up, but company yanks outlook (CNBC)
  16. Confused by the tax implications of the CARES Act? Here’s a breakdown. CNBC)
  17. Allbirds debuts its first running shoe. To succeed, it must face rivals like Nike—and a pandemic (CNBC)
  18. One group of small-cap stocks could outperform, Oppenheimer says (CNBC)
  19. Raymond James Has 5 Stocks to Buy Now If We Have a Snapback V Recovery (24/7 Wall Street)
  20. This is Still an Election Year (Almanac Trader)
  21. The most important chart to support an economic re-opening (Yahoo! Finance)
  22. Secret group of billionaires, scientists work to find modern A-bomb for virus (Fox Business)
  23. The Value Investor Who Sold Lysol Stock — And Bought Oil (Institutional Investor)
  24. How Kim’s sister could be next in line to rule North Korea (Financial Times)
  25. Warren Buffett offers his 2 best pieces of advice for aspiring young investors (Yahoo! Finance)
  26. Opinion: Investors have $5.1 trillion hiding out in the shares of five companies, which will be tested this week (MarketWatch)
  27. Coronavirus Relief Often Pays Workers More Than Work (Wall Street Journal)
  28. ‘Trolls World Tour’ Breaks Digital Records and Charts a New Path for Hollywood (Wall Street Journal)
  29. Consensus Is Emerging That Children Are Less Vulnerable to Coronavirus (Wall Street Journal)
  30. Japan’s Coronavirus Cases Fall Sharply Without Compulsory Measures (Wall Street Journal)

Be in the know. 20 key reads for Monday…

  1. Global Stocks Climb on Central Bank and Reopening Hopes (Barron’s)
  2. British stocks join global rally as Johnson returns to work (MarketWatch)
  3. U.S. Debates How Quickly It Can Reopen (Wall Street Journal)
  4. DraftKings shares surge as company goes public despite sports shutdown (New York Post)
  5. Coronavirus: Steven Mnuchin says economy will rebound over the summer (USA Today)
  6. Cuomo Announces Phased Plan to Reopen New York; Deaths Drop (Bloomberg)
  7. Private Equity Firms Fight for Lifeline Deals in Buffett-Goldman Redux (Bloomberg)
  8. Goldman Says Narrow Breadth in S&P 500 a Bad Sign for Stocks (Bloomberg)
  9. ‘One of the most ridiculous deals that I’ve ever seen’: Carl Icahn blasted Occidental Petroleum’s $10 billion financing from Warren Buffett again (Business Insider)
  10. Wall Street Quants Are Turning Their Skills to the Virus Fight (Bloomberg)
  11. Berkshire Investors Will Get to Quiz Buffett, Abel at Annual Meeting Bloomberg)
  12. Despite Market Carnage, Arena Sees Opportunity in Airlines, Oil, and Gas (Institutional Invvestor)
  13. How Jamie Dimon went from getting fired to becoming a banking leader (Fox Business)
  14. How Fed Intervention Saved Carnival (Wall Street Journal)
  15. ‘The Soul of an Entrepreneur’ Review: Doing It for Themselves (Wall Street Journal)
  16. The Doctor Will Zoom You Now (Wall Street Journal)
  17. Investors Eye Fed Emergency Lending Program That Brought Rich Returns in 2009 (Wall Street Journal)
  18. Barron’s Picks And Pans: Albertsons, Carnival, Harley-Davidson And More (Yahoo! Finance)
  19. Some States Ease Lockdowns (Wall Street Journal)
  20. Pandemic Triggers a Wave of Distress (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. The Next Round of Bailouts Will Name Names (New York Times)
  2. For charitable givers, CARES Act offers big tax breaks (InvestmertNews)
  3. Big Biotechs Make a Big Statement (StockCharts)
  4. Time to Consider Herd Immunity For New York City And The Rest Of The Country (Insider Monkey)
  5. ECRI Weekly Leading Index Update: WLIg Inches Up (Advisor Perspectives)
  6. John Cena Is Just Getting Started (Men’s Journal)
  7. Jerry Seinfeld Spoofs James Bond in Netflix Trailer for ’23 Hours To Kill’ (Maxim)
  8. Bugatti Divo Will Be Delivered This Year (TheDrive)
  9. Chris Whalen on PPP Loans (Podcast) (Bloomberg)
  10. Pennsylvania’s Comeback from Coronavirus Shutdowns Could Determine the Outcome of the 2020 Presidential Race (Manhattan Institute)
  11. When Is It Safe To Ease Social Distancing? Here’s What One Model Says For Each State (NPR)
  12. How The Fed Fights Coronavirus (NPR Planet Money)
  13. Explore the Fascinating History of Soul Food (Mental Floss)
  14. Why Exercise Is So Good For You (Scientific American)
  15. How The Crisis Pushed The Fed Into New Territory (Podcast) (Bloomberg)
  16. Trump: Apple CEO sees coronavirus V-shaped economic recovery (Fox Business)
  17. Sweden keeping open during coronavirus protects its economy (Fox Business)
  18. Apple and Google’s new contact tracing tool is almost ready. Just don’t call it a contact tracing tool. (recode)
  19. Phased Opening for NYSE Floor Talked (Traders Magazine)
  20. The New Koenigsegg Gemera: The World’s First, Four-Seater Mega-GT (JustLuxe)

Be in the know. 30 key reads for Saturday…

  1. This respected market-timing model just flashed a bullish four-year outlook for stocks (MarketWatch)
  2. Kanye West Vaults From Broke to Billions With Yeezy in Demand ()
  3. It’s the Physical Market That’s Broken, Not the Futures (Futures)
  4. As States Reopen, Hold Your Breath (Investors Business Daily)
  5. Stocks Could Gain 15% in the Next Year, Experts Say (Barron’s)
  6. Yes, Stocks Have Rallied. Just Don’t Get Complacent. (Barron’s)
  7. Covid Is Changing How We Eat. These Food Stocks Are Benefiting the Most. (Barron’s)
  8. Is That Jerry Jones on a…Yacht? Riding the Seas of the NFL’s ‘Virtual’ Draft. (Wall Street Journal)
  9. 4 ‘Oily Industrial’ Stocks to Buy After Oil’s Collapse (Barron’s)
  10. The Shock of Subzero Oil Will Shake the U.S. Energy Industry. 4 Stocks Worth a Look. (Barron’s)
  11. The Oil Market Has Gotten Weird. Here’s How Investors Can Make Sense of It. (Barron’s)
  12. Mnuchin Says Federal Government Might Take Stakes in Energy Companies (Barron’s)
  13. Trump pulls punches and clings to his China trade deal as backlash against Beijing grows (CNBC)
  14. Some Oil Producers Have Secret Weapon in Hedging (Wall Street Journal)
  15. Gilead Poised to Upend Market With Its First Covid-19 Study Data (Bloomberg)
  16. Mortgage bailout balloons by half a million more loans in one week (CNBC)
  17. Saudis Begin Curbing Oil Output Ahead of OPEC+ Start Date (Bloomberg)
  18. Famed ‘Big Short’ investor Steve Eisman explains why he’s betting big on major US banks (Business Insider)
  19. “Without Them, I Don’t Know What We’d Do” (Vanity Fair)
  20. Why stocks rebound before the economy (USA Today)
  21. ‘Capitalism as we know it will likely be changed forever’ and 9 other lasting implications of coronavirus, according to billionaire Leon Cooperman (MarketWatch)
  22. In the Coronavirus Era, the Force Is Still With Jack Dorsey (Vanity Fair)
  23. Why We Focus on Trivial Things: The Bikeshed Effect (Farnam Street)
  24. Apple Aims to Sell Macs With Its Own Chips Starting in 2021 (Bloomberg)
  25. Which Kind of Investor Could You Aspire to Be: Graham, Fisher, Lynch, Greenblatt, or Marks? (Focused Compounding)
  26. Bill Miller 1Q 2020 Market Letter (Miller Value)
  27. Facebook Announces Video Calls for Up to 50 People – Zoom Shares Tank (TheStreet)
  28. Autocrats see opportunity in disaster (The Economist)
  29. Will Coronavirus Wreck The Classic Car Market? (ZeroHedge)
  30. Change in Electricity Consumption (The Reformed Broker)

Be in the know. 10 key reads for Friday…

  1. U.S. Stock Futures Climb on More Coronavirus Aid (Barron’s)
  2. Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance)
  3. How Tanker Companies Like Teekay Are Profiting From the Oil Glut (Barron’s)
  4. This Famous Poker Player Can Help Investors Play a Tough Hand (Barron’s)
  5. Mustang Cobra Jet destroys quarter mile at 170 mph, all electric (USA Today)
  6. Don’t Try to Prepare for the Next Black Swan. You Can’t. (Wall Street Journal)
  7. Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance)
  8. Oil world zeroes in on Cushing, Oklahoma (Financial Times)
  9. Hedge Funds’ Favorite Stocks Were Hit Hardest in the Coronavirus Crash (Institutional Investor)
  10. Oxford scientists reveal coronavirus vaccine timeline as human trial begins (MarketWatch)

Be in the know. 20 key reads for Thursday…

  1. The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)… (ZeroHedge)
  2. Target says same-store sales rose more than 7% so far in first quarter as digital sales double (CNBC)
  3. Stocks Still Make Sense for The Long Term (Barron’s)
  4. The Next Coronavirus Package Might Not Pass Until June (Barron’s)
  5. Restaurant Chains Received Many of the Biggest Paycheck Protection Loans (Barron’s)
  6. Texas Instruments Bets Big on Shelf Life (Wall Street Journal)
  7. Private Equity to Get Squeezed Out of Another Stimulus Program (Bloomberg)
  8. Kuwait Cutting Oil Output Ahead of Schedule, Minister Says (Bloomberg)
  9. Germophobes Shunning Public Transit Give Carmakers a Bit of Hope (Bloomberg)
  10. Harvard Professor Reaps 17,000% Return on Early Moderna Bet (Bloomberg)
  11. Hot Pharma Stock Rallies After Strong Earnings (Investor’s Business Daily)
  12. What to Watch: The Return of Michael Jordan, the End of ‘Homeland’ (Wall Street Journal)
  13. 565 Americans Have Lost Their Job For Every Confirmed COVID-19 Death In The US (ZeroHedge)
  14. Las Vegas Sands predicts speedy recovery in Asia on pent-up gambling demand (StreetInsider)
  15. RBC Capital Handicaps Gilead Sciences (GILD) Upcoming Remdesivir Data (StreetInsider)
  16. 5 Buy-Rated Oil Stocks Trading Under $10 With Massive Upside Potential (24/7 Wall Street)
  17. Steve Forbes: How Trump can help our oil industry now and skip Pelosi’s stall tactics (Fox Business)
  18. The Curious Case of Dmitry Balyasny (Institutional Investor)
  19. The Chinese Trick That Could Save Oil (Yahoo! Finance)
  20. Oil jumps 25%, extending Wednesday’s rally as traders bet on US production cuts (CNBC)

Be in the know. 18 key reads for Wednesday…

  1. We’re Not Floating to Hell on an Oil Barrel (Bloomberg)
  2. Driving Data Tells the Story of Sheltering in Place (Barron’s)
  3. Record jump in Australian retail sales (MarketWatch)
  4. Texas Instruments Beats Earnings Expectations, Uses Financial Crisis to Set Guidance (Barron’s)
  5. Senate Passes Bill for More Small-Business Stimulus (Wall Street Journal)
  6. Escape from New York City (Wall Street Journal)
  7. Mortgage Firms Get a Reprieve on Paying Investors (New York Times)
  8. McDonald’s to give free ‘Thank You Meals’ for first responders, health care workers starting Wednesday (USA Today)
  9. Infect Everyone: How Herd Immunity Could Work for Poor Countries (Bloomberg)
  10. Lotus Is Gearing Up to Make a Car You Can Drive Every Day (Bloomberg)
  11. Larry Kudlow says oil should rebound as the economy starts to reopen (CNBC)
  12. Trump to US Navy: ‘Destroy’ Iranian gunboats that ‘harass our ships’ (Fox Business)
  13. AIMCo’s $3 Billion Volatility Trading Blunder (Institutional Investor)
  14. Expedia nearing deal to sell stake to Silver Lake and Apollo: WSJ (Street Insider)
  15. Kimberly-Clark shares rise after COVID-19 stockpiling drives earnings beat (MarketWatch)
  16. How a Mailman Still Carries On During Coronavirus (Wall Street Journal)
  17. Gucci’s Chinese Revenue up in April After Bruising First Quarter (Wall Street Journal)
  18. Peter Thiel’s Palantir Saw Coronavirus Coming. Now It Braces for the Impact. (Wall Street Journal)

Be in the know. 10 key reads for Tuesday…

  1. Oil price plunge below zero sends ‘oil tourists’ on wild ride (Reuters)
  2. Risk Parity Is Supposed to Be All Weather. That’s Not Happening. (Institutional Investor)
  3. No One: Absolutely No One: I Wonder What Phil Falcone Is Up To? (Institutional Investor)
  4. Georgia and South Carolina Will Begin To Reopen (Barron’s)
  5. Why Oil Turned Negative (Barron’s)
  6. Schumer says he believes Senate will pass small business relief bill Tuesday (CNBC)
  7. The Fed Is Buying $41 Billion of Assets Daily and It’s Not Alone (Bloomberg)
  8. Ferrari rolls out coronavirus testing to get staff ready for work. (Business Insider)
  9. Opinion: This is the one leading economic indicator stock investors should follow (MarketWatch)
  10. Less Than Zero: What Oil’s Crazy Day Means (Wall Street Journal)