Category: What I’m Reading Today

Be in the know. 15 key reads for Tuesday…

  1. BofA vice chair: ‘Time in the market, not timing the market’ is most lucrative (CNBC)
  2. The Oil Glut Is Getting Critical (Wall Street Journal)
  3. Online Grocers Are Getting a Preview of Their Future (Wall Street Journal)
  4. Abbott Surges On 5-Minute Covid-19 Test (Barron’s)
  5. Why Big Pharmaceutical Stocks May Be the Best Place for Worried Investors Now ()
  6. Consumer Confidence Declines Taper Off as FDA OKs Emergency Drugs (24/7 Wall Street)
  7. How Safe Is Northrop Grumman Stock? (24/7 Wall Street)
  8. Goldman Sachs Sees 34% Plunge in U.S. GDP and 15% Unemployment (Bloomberg)
  9. Explainer: What the Federal Reserve has done in the coronavirus crisis (Reuters)
  10. Private Equity-Owned Restaurants: ‘This Is the Worst I’ve Ever Seen It’ (Institutional Investor)
  11. What the 1918 Flu Can Teach Us About Avoiding an Economic Meltdown (Barron’s)
  12. Goldman Sachs Sees 34% Plunge in U.S. GDP and 15% Unemployment (Bloomberg)
  13. Wells Fargo Upgrades Dollar General (DG) to Overweight on ‘Numerous Tailwinds’ (Street Insider)
  14. If stocks are headed higher, these ‘battleground’ underperformers are worth a look, says Jefferies (MarketWatch)
  15. Mark Mobius piles into pharma and luxury stocks: ‘We may have hit the bottom’ ()

Be in the know. 7 key reads for Monday…

  1. An Update on the Coronavirus Treatment (Wall Street Journal)
  2. Johnson & Johnson says human testing of its coronavirus vaccine to begin by September (CNBC)
  3. ‘The damage has already been done’ in bank stocks, trader says. Here’s the one he’d buy (CNBC)
  4. Facing Crude Reality in Stimulus Bill (Wall Street Journal)
  5. Big hedge funds raise money to capitalise on market turmoil (Financial Times)
  6. Natural Gas Prices Could Double Next Year (Yahoo! Finance)
  7. After Three Coronavirus Stimulus Packages, Congress Is Already Prepping Phase Four (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. New OPEC+ Deal To Balance Oil Markets Might Be Possible (Futures)
  2. The Cheapest Way For Trump To Save U.S. Oil (OilPrice)
  3. Saudi Arabia’s Oil Price War Is Backfiring (OilPrice)
  4. Trump’s Ultimate Weapon To End The Oil War (OilPrice)
  5. 2020 Land Rover Defender first drive review: The real deal (CNET)
  6. Episode 985: Where Do We Get $2,000,000,000,000? (NPR Planet Money)
  7. Preserving Optionality: Preparing for the Unknown (Farnam Street)
  8. Small Businesses Could Land SBA Loans in as Soon as 2 Weeks. Here’s Who’s Eligible (Inc.)
  9. Oil plunges again after talks stall between Saudis, Russians (Fox Business)
  10. The Godfather Part II, Fleur du Lac Estate at Lake Tahoe Goes Up For Sale (Luxuo)

Be in the know. 25 key reads for Saturday…

  1. We Can’t Prevent Market Panics. We Can Control How We React. Wall Street Journal)
  2. Conservative Group Pushes for FDA Approval of Drug to Treat Coronavirus (Wall Street Journal)
  3. America Has Its Rescue Package. Now It Needs to Fight Covid-19. (Barron’s)
  4. 25 Tech Stocks for a Post-Coronavirus World (Barron’s)
  5. Banks to weather coronavirus better than 2008 financial crisis: report (New York Post)
  6. Drive-in theaters make a comeback amid coronavirus (New York Post)
  7. 10 reasons successful people never retire, even after they’ve made millions (or billions) (USA Today)
  8. What the $2 trillion stimulus means for you — and how the ‘recovery rebates’ to households will be calculated (MarketWatch)
  9. Here’s what the historic $2 trillion coronavirus stimulus package will do to help small businesses (MarketWatch)
  10. Zoom’s ‘overnight success’ took 9 years (CNN)
  11. The Southern Comfort of Onscreen Accents (Vanity Fair)
  12. Do All Investors Predict Doom? Not Quite. (Institutional Investor)
  13. This is a ‘once in a lifetime’ buying opportunity like ’87 and ’08, says Ariel’s John Rogers (CNBC)
  14. The Fed Brings the Global Financial System Back From the Abyss (Bloomberg)
  15. Japan Set for Biggest-Ever Stimulus to Battle Virus, Abe Says (Bloomberg)
  16. Abbott Launches 5-Minute Virus Test for Use Almost Anywhere (Bloomberg)
  17. Casinos Shut by Coronavirus Get a Glimpse of the Future in Macau ()
  18. Put Politics Aside. It’s Time to Buy Stocks for the Long Run. (Barron’s)
  19. What to Watch: Live-Stream Parties, ‘Ozark,’ and a Way to Scratch Your Sports Itch (Wall Street Journal)
  20. New Superyacht Concept Designs Are The Perfect Coronavirus Quarantine Distraction (Forbes)
  21. In the COVID-19 Economy, Now Is Time to Buy Stock in PepsiCo and Coca-Cola (24/7 Wall Street)
  22. Historic Daily Moves, Historic Market Times (Almanac Trader)
  23. ECRI Weekly Leading Index Update (Advisor Perspectives)
  24. This Guy’s Impression Of Trump Talking About Coronavirus And Easter Is Uncannily Good (Digg)
  25. The Ferrari ‘Stallone’ Hypercar Concept is an Italian Stallion (Maxim)

Be in the know. 10 key reads for Friday…

  1. In Coronavirus, Industry Sees Chance to Undo Plastic Bag Bans (New York Times)
  2. How the Fed’s Magic Money Machine Will Turn $454 Billion Into $4 Trillion (New York Times)
  3. Billionaire Leon Cooperman: I’m optimistic the stock market has bottomed on coronavirus fears (CNBC)
  4. Stock Analysts Now Need to Be Credit Analysts (Wall Street Journal)
  5. Nike’s Investors Have Less Reason To Sweat (Wall Street Journal)
  6. I Became a Disciplined Investor Over 40 Years. The Virus Broke Me In 40 Days. (New York Times)
  7. If You Think Wall Street’s Panicking, Check Out Online Forum Wall Street Oasis (Institutional Investor)
  8. Mnuchin: Coronavirus bank lending program to be ready by next Friday (Fox Business)
  9. Did Homebuilder Stocks Already Hit Bottom Ahead of the Recession? (24/7 Wall Street)
  10. Mortgage rates fall sharply as the Federal Reserve brings stability to the mortgage market (MarketWatch)

Be in the know. 15 key reads for Thursday…

  1. Tudor Jones says stocks will be higher in three to five months (CNBC)
  2. Stocks Pare Loss as Unemployment Claims Spike (Barron’s)
  3. Finding Stocks on the Cheap Amid the Turmoil (Barron’s)
  4. Senate Passes $2 Trillion Relief Bill (Barron’s)
  5. What’s in the Rescue Package (Barron’s)
  6. Fed’s Powell: U.S. may be in recession, control of virus to dictate timing of economy reopening (Street Insider)
  7. U.S. Senate offers $58 billion aid to airlines as they struggle to stay airborne (Reuters)
  8. Norway wealth fund will bump stock portfolio back up to 70%, outgoing CEO says (Reuters)
  9. Fed Chairman Jerome Powell: ‘We’re not going to run out of ammunition’ (Yahoo! Finance)
  10. Tudor Jones says this is the greatest fiscal monetary bazooka ever (CNBC)
  11. Wall Street records first back-to-back gains in over a month (Financial Times)
  12. Dalio Ponders World Order Through History’s Lens, Sees Some Hope (Bloomberg)
  13. U.S. Set to Press Saudis to Restrain Oil Production Surge via G-20 (Wall Street Journal)
  14. No Caddy Required: Homeowners Are Driving Demand for Golf Simulators (Bloomberg)
  15. The Luke Combs, “Beer Never Broke My Heart” Stock Market (and Sentiment Results)… (Hedge Fund Tips)

Be in the know. 15 key reads for Wednesday…

  1. White House and Senate strike a deal on historic $2 trillion coronavirus stimulus bill (CNBC)
  2. Here’s What Top Hedge Funds Are Buying In The Coronavirus Stock Market Crash (Yahoo! Finance)
  3. The Stock Buyback Binge May Be Over. For Now. (New York Times)
  4. The Federal Reserve Has Never Bought ETFs Before. Why That’s Changing. (Barron’s)
  5. SoftBank Donates N95 Masks as Hospitals Struggle to Find Them (Barron’s)
  6. Opinion: This stock market is full of drunken sailors, and you want to buy what they’re foolishly selling (MarketWatch)
  7. Federal Reserve taps BlackRock to manage bond purchases (Financial Times)
  8. 7 Stocks to Buy in a Dip Like Warren Buffett (Yahoo! Finance)
  9. Why Natural Gas Prices Could Double by Next Winter (Barron’s)
  10. The 15 Best New Things On Netflix In March (Zimbio)
  11. Bullard: $2 trillion package working through Congress ‘scaled about right’ for crisis (Reuters)
  12. Nike Says Digital Orders Offset Damage to Retail From Coronavirus (Wall Street Journal)
  13. The Pandemic in My Neighborhood (Michael Lewis) (Bloomberg)
  14. How to Avoid Eating All Day While Coronavirus Keeps Us Working From Home (Wall Street Journal)
  15. The Olympics Hit Pause. Athletes Will Feel It Most. (Wall Street Journal)

Be in the know. 12 key reads for Tuesday…

  1. Congress close to reaching deal on $2 trillion coronavirus aid package (New York Post)
  2. I’m Scared. That’s a Reason to Buy. (Wall Street Journal)
  3. U.S. Stimulus Talks and Lower Italy Toll Boost Global Stocks (Barron’s)
  4. Trump Considers Easing Social-Distancing Guidelines to Boost Economy (Wall Street Journal)
  5. Whatever It Takes: How the Fed Aims to Rescue the Economy (New York Times)
  6. Northrop Grumman Stock Should Strengthen With Rising Global Tensions (24/7 Wall Street)
  7. Global investor Barry Sternlicht: Trump ‘kind of right’ on wanting to get US back to work soon (CNBC)
  8. Stocks, oil, and bitcoin surge after Fed boosts coronavirus stimulus ()
  9. These bank stocks could enjoy a ‘major rally’ as Fed gives unprecedented support, says longtime analyst (MarketWatch)
  10. What David Tepper Needs to See Before Going ‘Balls to the Wall’ in the Market (Institutional Investor)
  11. Fed has thrown everything at coronavirus slowdown: El-Erian (Fox Business)
  12. Fed is now effectively the ‘lender of last resort’ to Main Street not just Wall Street (MarketWatch)

Be in the know. 16 key reads for Monday…

  1. These Drugs Are Helping Our Coronavirus Patients (Wall Street Journal)
  2. Federal Reserve issues FOMC statement (Federal Reserve)
  3. Fed calls emergency meeting, announces unprecedented moves to calm corporate debt (Yahoo! Finance)
  4. Barron’s Picks And Pans: Big Tech Picks, Bank Stocks Large and Small And More (Yahoo! Finance)
  5. Danaher (DHR) Unit Cepheid Granted FDA Emergency Use Authorization for 45 Minute COVID-19 Test (Street Insider)
  6. One Anecdote (NY Testing Starts Tomorrow): Florida man with coronavirus says drug touted by Trump saved his life (New York Post)
  7. Stock futures cut losses as Fed announces limitless asset purchases to keep markets functioning (CNBC)
  8. Bond girl Olga Kurylenko says she has ‘completely recovered’ from coronavirus (New York Post)
  9. Gilead Stops Accepting Emergency Applications for Covid-19 Drug Remdesivir (Barron’s)
  10. Tom Hanks, Rita Wilson ‘feel better’ two weeks after first coronavirus symptoms (New York Post)
  11. Virus Rescue Plan Stalls When Democrats Block McConnell’s Offer (Bloomberg)
  12. Honeywell boosting mask production, creating hundreds of jobs (Fox Business)
  13. Kashkari to Congress: Err on the side of being too generous (MarketWatch)
  14. Dollar General to hire 50,000 employees by the end of April (MarketWatch)
  15. Fed will make up to $4 trillion in loans to businesses to rescue the U.S. economy, Mnuchin says (MarketWatch)
  16. Why It’s So Difficult to Stop the Spread of the Coronavirus (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. NY will immediately start conducting trials of an experimental COVID-19 treatment with hydroxychloroquine and Zithromax. (New York Times)
  2. Danaher’s Cepheid Receives FDA Emergency Use Authorization For 45-Minute Coronavirus Test (Benzinga)
  3. France makes ‘massive’ discovery that old medicines work against coronavirus (Fox Business)
  4. Will the weather help us fight the virus? (The Reformed Broker)
  5. Bullard said the “core aim” can be kept simple: “keep everyone, households and businesses whole through the second quarter.” (Yahoo! Finance)
  6. Humanity Rallies to Battle Coronavirus (Almanac Trader)
  7. What The 2020 Coronavirus Stimulus Checks Might Look Like (Forbes)
  8. Meet The Italian Engineers 3D-Printing Respirator Parts For Free To Help Keep Coronavirus Patients Alive (Forbes)
  9. Most second quarter GDP forecasts now range from horrible (-8%) to catastrophic (-15%) (Fortune)
  10. ECRI Weekly Leading Index Update (Advisor Perspectives)
  11. Google Now Offering Virtual Tours of Over 1,200 Iconic Museums (Maxim)
  12. Episode 982: How To Save The Economy Now (NPR)
  13. The Doctor Who Helped Defeat Smallpox Explains What’s Coming (Wired)
  14. Gen X Was Born for This (Medium)
  15. What If You Buy Stocks Too Early During a Market Crash? (A Wealth of Common Sense)
  16. Why I’m Building My Own Airplane (Popular Mechanics)
  17. Coronavirus Cases Top 316,000 As U.S. Covid-19 Cases Surge Near 27,000; Stimulus May Hit $2 Trillion Amid Coronavirus Market Crash (Investors)
  18. Dell Stock Is Slumping, but CEO Michael Dell Scooped Up Shares (Barron’s)
  19. The Worst of the Global Selloff Isn’t Here Yet, Banks and Investors Warn (Wall Street Journal)
  20. Coronavirus crisis: Feds should use banks to help small biz, homeowners (New York Post)