Category: What I’m Reading Today

Be in the know. 20 key reads for Thursday…

  1. Oil jumps as Trump talks up truce hopes for Saudi-Russia price war (StreetInsider)
  2. No One Is Betting in Casinos—Or on Their Stocks ()
  3. Trump says expects Russia-Saudi oil deal soon, invites US oil chiefs to White House (Reuters)
  4. Oil rallies as Trump spurs hopes for Russia-Saudi pact (Financial Times)
  5. Detroit To Be The First City To Roll Out Abbott’s 5-Minute Coronavirus Tests (Benzinga)
  6. Kroger’s sales jump 30% as shoppers stock up amid coronavirus crisis New York Post)
  7. Retailers Under Growing Pressure to Let Workers Wear Masks New York Times)
  8. Mapping the Coronavirus Outbreak Across the World (Bloomberg)
  9. Walgreens earnings top estimates, says it can’t forecast the impact of coronavirus pandemic (CNBC)
  10. Trump To Talk Aid For Oil As Big Shale Firm Files For Bankruptcy (Investor’s Business Daily)
  11. Big Banks Get Temporary Reprieve (Barron’s)
  12. These 8 Aristocrats Have Safe Dividends. (Safe Being a Relative Term Right Now). (Barron’s)
  13. A Top Occidental Petroleum Executive Is Out as Company Grapples With Oil Rout (Wall Street Journal)
  14. The Fed Is Settling Into Its Role as the World’s Central Bank (Wall Street Journal)
  15. 5 Blue Chip Stocks to Buy Now With Huge Piles of Cash and Very Low Debt (24/7 Wall Street)
  16. Trump May Join Oil Talks Between Russia And Saudi Arabia (Yahoo! Finance)
  17. Workers Return to China’s Factories, but Coronavirus Hurts Global Demand (Wall Street Journal)
  18. Coronavirus Tests Aren’t Hard to Find Everywhere (Wall Street Journal)
  19. Telemedicine, Once a Hard Sell, Can’t Keep Up With Demand (Wall Street Journal)
  20. How a Mailman Still Carries On During Coronavirus (Wall Street Journal)

Be in the know. 18 key reads for Wednesday…

  1. 8 Experimental Coronavirus Treatments to Watch (Barron’s)
  2. Conagra CEO Talks Chef Boyardee: Nostalgia Is Alive (Benzinga)
  3. Comparing the two main loan programs (Fox Business)
  4. ‘The Price is Right’ attracting its biggest audience in years (Fox Business)
  5. Bond King: Stocks still haven’t seen the worst of the coronavirus crisis (Fox Business)
  6. How Private Equity-Owned Bauer Pivoted From Hockey Gear to Medical Masks (Institutional Investor)
  7. Banks stand to make billions from US small business rescue (Financial Times)
  8. Mark Cuban: ‘Capitalism will lift us up from where we are’ (Yahoo! Finance)
  9. US companies cut 27,000 jobs before the worst of the coronavirus shutdown (CNBC)
  10. Here are Bank of America’s top stocks for the second quarter (CNBC)
  11. Warren Buffett could bail out airlines, hotels, and casinos as coronavirus ravages their revenues (Business Insider)
  12. Here’s what a team of Citi analysts say will save the global economy — and the stock market (MarketWatch)
  13. Gundlach, Marks Are Among Those Seeing More Losses Coming (Bloomberg)
  14. Shale Might End Up Being a Winner of the Oil War, Says Goldman (Bloomberg)
  15. Data-Center Stocks Could Be Winners as Internet Use Surges (Barron’s)
  16. Safety Advice If You Must Visit the Grocery Store (Wall Street Journal)
  17. Billionaire investor Steve Cohen: ‘After an earthquake there are tremors’ (Street Insider)
  18. Junk Bonds Show Signs of Life (Wall Street Journal)

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)