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When Buffett Was a Quant (Verdad )
Buffett: Why Smart People Do Dumb Things (Novel Investor )
Small caps had best month in nearly a decade and if history is a guide it may signal a broader market rally, analysts say (MarketWatch )
Volatility Provides Greater Value Opportunities (Miller Value )
Performance After 10% Up Months (Quantifiable Edges )
Michael Lewis on the Crafts of Writing, Friendship, Coaching, Happiness, and More (#427) (The Tim Ferriss Show )
The Billion Dollar Hedge Fund Club: Who’s Up, Who’s Down (Institutional Investor )
Apollo Pivots Buyout Fund ‘Almost Entirely’ Into Distressed Mode (Institutional Investor )
10 Questions That Should Be Asked at Berkshire’s Annual Meeting (Morningstar )
Gilead gets emergency FDA authorization for remdesivir to treat coronavirus, Trump says (CNBC )
The Economic Recovery Rests on Getting Consumers to Spend. It Won’t Be Easy. (Barron’s )
Stocks to Buy Now, According to Energy Roundtable Panelists (Barron’s )
Retail Brands That Could Thrive Postpandemic (Barron’s )
Big Tech’s Big Week: 5 Earnings Takeaways (Barron’s )
The Non-Bailout: How the Fed Saved Boeing Without Paying a Dime (Bloomberg )
Buffett Stays on Sidelines With Cash Rising to $137 Billion (Bloomberg )
Insiders at Olive Garden’s Parent Bought Up Stock (Barron’s )
10 High-Yielding Energy Bonds Are Worth a Look (Barron’s )
Inflation Insurance Is Cheap. Now May Be a Good Time to Buy. (Barron’s )
Fortune Favors the Brave, Especially Now (Barron’s )
Billionaire Malone Finds Love Match for Virgin Media (Bloomberg )
Berkshire Hathaway Reports $49.7 Billion Quarterly Loss (Wall Street Journal )
Remdesivir Affirms the American Way (Wall Street Journal )
Wall Street’s Math Whizzes Face a Testing Time (Bloomberg )
Covid Exit Won’t Just Depend on Finding Vaccine, but Making Billions of Doses (Bloomberg )
Saudi Outlook Cut to Negative at Moody’s as Reserves Tumble (Bloomberg )
Under Quarantine, Vintage Soloflexes Are Getting a Workout (Bloomberg )
Goldman tells oil bulls to be patient, expects 3-stage oil rally after ‘violent rebalancing’ (Business Insider )
Walmart expanding Express Delivery to 1K stores (USA Today )
Macy’s to reopen 68 stores Monday with plan to open fully by June (USA Today )
Apple sales, profits exceed expectations as Chinese market brightens (New York Post )
The number of oil rigs in operation worldwide plunged in April, falling 22%. (Rig Count BH )
‘Burn. It. The. F#&!. Down.’ (Institutional Investor )
Gilead says it can produce ‘several million’ rounds of remdesivir coronavirus treatments next year (CNBC )
The U.S. Strategizes to Stabilize Oil Prices (Barron’s )
Why It’s Time to Pick Winning Stocks (Barron’s )
AbbVie tops earnings estimates, sticks with 2020 guidance (MarketWatch )
Oil-Tanker Rates Crash as OPEC+ Cuts Near (Bloomberg )
Oil traders turn to salt caves and train cars in storage crisis (Financial Times )
Taco Bell Unveils At-Home Taco Kit Ahead Of Cinco De Mayo (Benzinga )
Hard-hit energy companies’ bonds rise after Fed expands loan program (Yahoo! Finance )
AstraZeneca and Oxford university agree deal to develop virus vaccine (Financial Times )
Bill Gates thinks there are eight to 10 promising coronavirus vaccine candidates and one could be ready in as little as nine months. Business Insider )
Get out! Populous cities lose appeal amid COVID (USA Today )
Boeing borrows $25 billion instead of pursuing federal bailout amid coronavirus, 737 Max crises (USA Today )
Showtime’s ‘Billions’ Is Back With More Financial Schemes Than Ever (Wall Street Journal )
This CEO’s Formula For Building Success Is So Simple (Investor’s Business Daily )
Stocks Pause After Strong Rally (Barron’s )
Health Care Was Biggest Drag on GDP (Barron’s )
Cash-hungry firms are turning to convertible bonds (fnLondon )
Justin Amash Discloses Purchases of Disney Stock (Barron’s )
You’d Be Surprised Who Can Beat Buffett and Icahn (Barron’s )
China’s nonmanufacturing PMI hits 3-month high (MarketWatch )
Two Mortgage REITs Are Benefiting From Fed-Backed Market (Barron’s )
Elon Musk slams ‘fascist’ coronavirus lockdowns in Tesla earnings call (New York Post )
Kraft Heinz Sticks With Its Dividend. Earnings Were Strong. (Barron’s )
35 Stocks to Buy if the Economy Recovers in a V-Shape (Barron’s )
U.S. Explores Emergency-Use Approval for Gilead Drug After Study Found It Helped Recovery From Covid-19 (Wall Street Journal )
Fed’s Powell Says More Spending Will Be Needed From Congress (Wall Street Journal )
Steven Mnuchin Says U.S. Aims to Get Back Its Money From Fed Programs (Wall Street Journal )
The Bad News Won’t Stop, but Markets Keep Rising (New York Times )
Fed Suggests Tough Road Ahead as It Pledges to Help Insulate Economy (New York Times )
Gilead CEO Says Over 50,000 Remdesivir Courses Ready to Ship (Bloomberg )
Warren Buffett to Break Silence at Virtual Woodstock for Capitalists (Bloomberg )
Coronavirus pushed Twitter to a record 24% growth in daily users last quarter (Business Insider )
‘Trolls World Tour’ Breaks Digital Records and Charts a New Path for Hollywood (Wall Street Journal )
Simon Property to Reopen 49 Malls (Wall Street Journal )
Boeing’s stock surges after wider-than-expected loss and revenue miss, but free cash flow beat (MarketWatch )
‘Will You Help Save My Brother?’: The Scramble to Find Covid-19 Plasma Donors (New York Times )
China’s Factories Are Back. Its Consumers Aren’t. (New York Times )
Rhode Island Pushes Aggressive Testing, a Move That Could Ease Reopening (New York Times )
Icahn’s ‘Beautiful Trade’ Pays Off Early With Malls Forced Shut (Bloomberg )
Elon Musk Joins the Lockdown Rebels (Bloomberg )
Saudi Prince’s Year of Prestige Is Unraveling in Front of Him (Bloomberg )
Weekly mortgage applications to buy a home make a strong recovery (CNBC )
Pfizer coronavirus vaccine could be ready for emergency use by this fall (New York Post )
Starbucks expects to reopen 90 percent of its stores by June (New York Post )
Oil price jumps 15% after reports that a key measure of storage demand was 2 million barrels lower than expected. (Business Insider )
Arthritis drug may help fight severe coronavirus cases, study finds (New York Post )
Much of U.S. economy still plugging along despite coronavirus pain (Reuters )
Home-buying interest spikes to highest level in weeks, showing signs of recovery (Fox Business )
Stock futures jump after positive data on Gilead coronavirus treatment (CNBC )
U.S. Economy Shrinks at 4.8% Pace due to Coronavirus (GDP) (Bloomberg )
Gilead Remdesivir Trial for Covid-19 Has Met Primary Endpoint (Bloomberg )
IHOP parent Dine Brands shares jump after earnings beat (MarketWatch )
Pfizer Earnings, Sales Top; Dow Jones Drug Giant Rises (Investor’s Business Daily )
Chevron Stock Could Have a Record Month (Barron’s )
Investors to Get a Peek at Buffett’s Potential Successor (Barron’s )
The Fed Made It Easier for Municipalities to Borrow (Barron’s )
Caterpillar’s Earnings Missed Expectations. The Stock Is Rising Anyway. (Barron’s )
Best Movies You Can Stream at Home This Week (24/7 Wall Street )
Pfizer said sales of Eliquis, hospital products rose in Q1 on COVID-19 demand (MarketWatch )
No Junk Debt Is Too Risky: How Fed’s Action Changed Everything (Bloomberg )
Tesla asks employees to return to work before coronavirus lockdown ends (New York Post )
Warren Buffett to answer questions online at Berkshire Hathaway’s annual meeting Saturday (USA Today )
Texas Is Open, California’s Closed and States Go Their Own Way (Bloomberg )
Warren Buffett will soon tell us what he really thinks about stocks, investing and the coronavirus pandemic (MarketWatch )
3M’s Earnings Were Strong. Health Care, Masks Boosted Sales. (MarketWatch )
Fed has simple goal this week — project confidence in face of the unknown (MarketWatch )
PepsiCo adjusted earnings rise as consumers stock up, but company yanks outlook (CNBC )
Confused by the tax implications of the CARES Act? Here’s a breakdown. CNBC )
Allbirds debuts its first running shoe. To succeed, it must face rivals like Nike—and a pandemic (CNBC )
One group of small-cap stocks could outperform, Oppenheimer says (CNBC )
Raymond James Has 5 Stocks to Buy Now If We Have a Snapback V Recovery (24/7 Wall Street )
This is Still an Election Year (Almanac Trader )
The most important chart to support an economic re-opening (Yahoo! Finance )
Secret group of billionaires, scientists work to find modern A-bomb for virus (Fox Business )
The Value Investor Who Sold Lysol Stock — And Bought Oil (Institutional Investor )
How Kim’s sister could be next in line to rule North Korea (Financial Times )
Warren Buffett offers his 2 best pieces of advice for aspiring young investors (Yahoo! Finance )
Opinion: Investors have $5.1 trillion hiding out in the shares of five companies, which will be tested this week (MarketWatch )
Coronavirus Relief Often Pays Workers More Than Work (Wall Street Journal )
‘Trolls World Tour’ Breaks Digital Records and Charts a New Path for Hollywood (Wall Street Journal )
Consensus Is Emerging That Children Are Less Vulnerable to Coronavirus (Wall Street Journal )
Japan’s Coronavirus Cases Fall Sharply Without Compulsory Measures (Wall Street Journal )
Global Stocks Climb on Central Bank and Reopening Hopes (Barron’s )
British stocks join global rally as Johnson returns to work (MarketWatch )
U.S. Debates How Quickly It Can Reopen (Wall Street Journal )
DraftKings shares surge as company goes public despite sports shutdown (New York Post )
Coronavirus: Steven Mnuchin says economy will rebound over the summer (USA Today )
Cuomo Announces Phased Plan to Reopen New York; Deaths Drop (Bloomberg )
Private Equity Firms Fight for Lifeline Deals in Buffett-Goldman Redux (Bloomberg )
Goldman Says Narrow Breadth in S&P 500 a Bad Sign for Stocks (Bloomberg )
‘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 )
Wall Street Quants Are Turning Their Skills to the Virus Fight (Bloomberg )
Berkshire Investors Will Get to Quiz Buffett, Abel at Annual Meeting Bloomberg )
Despite Market Carnage, Arena Sees Opportunity in Airlines, Oil, and Gas (Institutional Invvestor )
How Jamie Dimon went from getting fired to becoming a banking leader (Fox Business )
How Fed Intervention Saved Carnival (Wall Street Journal )
‘The Soul of an Entrepreneur’ Review: Doing It for Themselves (Wall Street Journal )
The Doctor Will Zoom You Now (Wall Street Journal )
Investors Eye Fed Emergency Lending Program That Brought Rich Returns in 2009 (Wall Street Journal )
Barron’s Picks And Pans: Albertsons, Carnival, Harley-Davidson And More (Yahoo! Finance )
Some States Ease Lockdowns (Wall Street Journal )
Pandemic Triggers a Wave of Distress (Wall Street Journal )
The Next Round of Bailouts Will Name Names (New York Times )
For charitable givers, CARES Act offers big tax breaks (InvestmertNews )
Big Biotechs Make a Big Statement (StockCharts )
Time to Consider Herd Immunity For New York City And The Rest Of The Country (Insider Monkey )
ECRI Weekly Leading Index Update: WLIg Inches Up (Advisor Perspectives )
John Cena Is Just Getting Started (Men’s Journal )
Jerry Seinfeld Spoofs James Bond in Netflix Trailer for ’23 Hours To Kill’ (Maxim )
Bugatti Divo Will Be Delivered This Year (TheDrive )
Chris Whalen on PPP Loans (Podcast) (Bloomberg )
Pennsylvania’s Comeback from Coronavirus Shutdowns Could Determine the Outcome of the 2020 Presidential Race (Manhattan Institute )
When Is It Safe To Ease Social Distancing? Here’s What One Model Says For Each State (NPR )
How The Fed Fights Coronavirus (NPR Planet Money )
Explore the Fascinating History of Soul Food (Mental Floss )
Why Exercise Is So Good For You (Scientific American )
How The Crisis Pushed The Fed Into New Territory (Podcast) (Bloomberg )
Trump: Apple CEO sees coronavirus V-shaped economic recovery (Fox Business )
Sweden keeping open during coronavirus protects its economy (Fox Business )
Apple and Google’s new contact tracing tool is almost ready. Just don’t call it a contact tracing tool. (recode )
Phased Opening for NYSE Floor Talked (Traders Magazine )
The New Koenigsegg Gemera: The World’s First, Four-Seater Mega-GT (JustLuxe )
This respected market-timing model just flashed a bullish four-year outlook for stocks (MarketWatch )
Kanye West Vaults From Broke to Billions With Yeezy in Demand ()
Itâs the Physical Market Thatâs Broken, Not the Futures (Futures )
As States Reopen, Hold Your Breath (Investors Business Daily )
Stocks Could Gain 15% in the Next Year, Experts Say (Barron’s )
Yes, Stocks Have Rallied. Just Donât Get Complacent. (Barron’s )
Covid Is Changing How We Eat. These Food Stocks Are Benefiting the Most. (Barron’s )
Is That Jerry Jones on a…Yacht? Riding the Seas of the NFLâs âVirtualâ Draft. (Wall Street Journal )
4 âOily Industrialâ Stocks to Buy After Oilâs Collapse (Barron’s )
The Shock of Subzero Oil Will Shake the U.S. Energy Industry. 4 Stocks Worth a Look. (Barron’s )
The Oil Market Has Gotten Weird. Hereâs How Investors Can Make Sense of It. (Barron’s )
Mnuchin Says Federal Government Might Take Stakes in Energy Companies (Barron’s )
Trump pulls punches and clings to his China trade deal as backlash against Beijing grows (CNBC )
Some Oil Producers Have Secret Weapon in Hedging (Wall Street Journal )
Gilead Poised to Upend Market With Its First Covid-19 Study Data (Bloomberg )
Mortgage bailout balloons by half a million more loans in one week (CNBC )
Saudis Begin Curbing Oil Output Ahead of OPEC+ Start Date (Bloomberg )
Famed ‘Big Short’ investor Steve Eisman explains why he’s betting big on major US banks (Business Insider )
âWithout Them, I Donât Know What Weâd Doâ (Vanity Fair )
Why stocks rebound before the economy (USA Today )
âCapitalism as we know it will likely be changed foreverâ and 9 other lasting implications of coronavirus, according to billionaire Leon Cooperman (MarketWatch )
In the Coronavirus Era, the Force Is Still With Jack Dorsey (Vanity Fair )
Why We Focus on Trivial Things: The Bikeshed Effect (Farnam Street )
Apple Aims to Sell Macs With Its Own Chips Starting in 2021 (Bloomberg )
Which Kind of Investor Could You Aspire to Be: Graham, Fisher, Lynch, Greenblatt, or Marks? (Focused Compounding )
Bill Miller 1Q 2020 Market Letter (Miller Value )
Facebook Announces Video Calls for Up to 50 People – Zoom Shares Tank (TheStreet )
Autocrats see opportunity in disaster (The Economist )
Will Coronavirus Wreck The Classic Car Market? (ZeroHedge )
Change in Electricity Consumption (The Reformed Broker )
U.S. Stock Futures Climb on More Coronavirus Aid (Barron’s )
Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance )
How Tanker Companies Like Teekay Are Profiting From the Oil Glut (Barron’s )
This Famous Poker Player Can Help Investors Play a Tough Hand (Barron’s )
Mustang Cobra Jet destroys quarter mile at 170 mph, all electric (USA Today )
Don’t Try to Prepare for the Next Black Swan. You Can’t. (Wall Street Journal )
Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance )
Oil world zeroes in on Cushing, Oklahoma (Financial Times )
Hedge Funds’ Favorite Stocks Were Hit Hardest in the Coronavirus Crash (Institutional Investor )
Oxford scientists reveal coronavirus vaccine timeline as human trial begins (MarketWatch )
The Kanye West, âDrive Slowâ Stock Market (and Sentiment Results)⦠(ZeroHedge )
Target says same-store sales rose more than 7% so far in first quarter as digital sales double (CNBC )
Stocks Still Make Sense for The Long Term (Barron’s )
The Next Coronavirus Package Might Not Pass Until June (Barron’s )
Restaurant Chains Received Many of the Biggest Paycheck Protection Loans (Barron’s )
Texas Instruments Bets Big on Shelf Life (Wall Street Journal )
Private Equity to Get Squeezed Out of Another Stimulus Program (Bloomberg )
Kuwait Cutting Oil Output Ahead of Schedule, Minister Says (Bloomberg )
Germophobes Shunning Public Transit Give Carmakers a Bit of Hope (Bloomberg )
Harvard Professor Reaps 17,000% Return on Early Moderna Bet (Bloomberg )
Hot Pharma Stock Rallies After Strong Earnings (Investor’s Business Daily )
What to Watch: The Return of Michael Jordan, the End of âHomelandâ (Wall Street Journal )
565 Americans Have Lost Their Job For Every Confirmed COVID-19 Death In The US (ZeroHedge )
Las Vegas Sands predicts speedy recovery in Asia on pent-up gambling demand (StreetInsider )
RBC Capital Handicaps Gilead Sciences (GILD) Upcoming Remdesivir Data (StreetInsider )
5 Buy-Rated Oil Stocks Trading Under $10 With Massive Upside Potential (24/7 Wall Street )
Steve Forbes: How Trump can help our oil industry now and skip Pelosi’s stall tactics (Fox Business )
The Curious Case of Dmitry Balyasny (Institutional Investor )
The Chinese Trick That Could Save Oil (Yahoo! Finance )
Oil jumps 25%, extending Wednesday’s rally as traders bet on US production cuts (CNBC )