Category: What I’m Reading Today

Be in the know. 20 key reads for Tuesday…

  1. Oil jumps after rout on stimulus hopes, Russian signal on OPEC talks (Reuters)
  2. Global Markets Are Rising After Trump Hints at Tax Cut Over Coronavirus (Barron’s)
  3. Stocks Fall More Than 7% in Dow’s Worst Day Since 2008 (Wall Street Journal)
  4. The Fed Offers Repo Market $50 Billion More to Ease Rate Pressure (Barron’s)
  5. Russia’s Oil War Has a Political Objective, Says Analyst (Barron’s)
  6. Interesting: Bullish Percent Transports (Hedge Fund Tips)
  7. High-Yield Bonds Are Sinking as Bankruptcy Fears Hit the Oil Patch (Barron’s)
  8. How a Saudi-Russian Standoff Sent Oil Markets Into a Frenzy New York Times)
  9. As Stock Markets Plunge, Trump Calls for Economic Response to Coronavirus (New York Times)
  10. Why falling oil prices could boost the Marcellus Shale (Yahoo! Finance)
  11. Treasurys plunge as Trump floats payroll tax cut amid coronavirus maelstrom (Fox Business)
  12. Wall Street CEOs to meet at White House (Fox Business)
  13. New Jersey’s Investment Chief Wants Talent. Here’s How He’ll Get It. (Institutional Investor)
  14. Lloyd Blankfein Predicts ‘Quick Recovery’ For Markets (Benzinga)
  15. Cabot Oil & Gas Is One Company Rising in Oil-Sector Carnage (Yahoo! Finance)
  16. The economy is ‘like a coiled spring’ and a sharp rebound is possible, analysts predict (CNBC)
  17. Russia to Start Foreign Currency Sales After Ruble Wipeout (Bloomberg)
  18. These Energy Stocks Were Lighter Than Air Monday (Wall Street Journal)
  19. Trump Surprised Staff With Vow to Detail Virus Aid Package Today (Bloomberg)
  20. How the Federal Reserve Can Ease the Coronavirus Panic (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. NY Fed raises repo limits to ensure ample supply of bank reserves (Reuters)
  2. Never Mind The Stock Market. The Real Pain Will Be in the Credit Markets. (Barron’s)
  3. Hedge-fund manager who called the coronavirus market meltdown says selloff is overdone, covers shorts (MarketWatch)
  4. How the Trump Campaign Took Over the G.O.P. (New York Times)
  5. Saudi Aramco shares dive, Gulf debt hit as oil price plunges (Reuters)
  6. Putin Dumps MBS to Start a War on America’s Shale Oil Industry (Yahoo! Finance)
  7. Virtu Financial founder says stock market is ‘one big opportunity right now’ (CNBC)
  8. How Tupperware Lost Its Grip on America’s Kitchens (Wall Street Journal)
  9. All Your Coronavirus Travel Questions Answered (Wall Street Journal)
  10. What’s Your Workout? A Huge Leap to Replace the Rush of Ice Hockey (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. Bonds Rally as Stocks Close Lower (Wall Street Journal)
  2. The US government has never had a better opportunity to truly reshape our economy (Business Insider)
  3. Wash Your Hands—but Beware the Electric Hand Dryer (Wired)
  4. The Koenigsegg Gemera is the world’s most wickedly weird hybrid (The Verge)
  5. Episode 977: Where’s The Vaccine? (NPR Planet Money)
  6. CRISPR Treatment Inserted Directly into the Body for the First Time (Scientific American)
  7. Did Passive Investing Fuel A Bubble In Tech Stocks? (Podcast) (Bloomberg Odd Lots)
  8. A simple guide to the vaccines and drugs that could fight coronavirus (Vox)
  9. ‘Unclean! Unclean!’: The Questionable History of Quarantines (Popular Machanics)
  10. Sam Zell Is Buying the Dips in Energy (Chief Investment Officer)

Be in the know. 10 key reads for Saturday…

  1. 11 Stocks and ETFs for a Post-Virus World (Barron’s)
  2. Volatility (ValueWalk)
  3. 12 Dividend Stocks to Buy Amid Turmoil in the Markets (Barron’s)
  4. Oil Plunges 8% as OPEC Can’t Find Agreement (Barron’s)
  5. How to Find a Bottom in Industrial Stocks Using Dividend Yields (Barron’s)
  6. Jack Welch Remembered by Businessweek’s Former Executive Editor (Bloomberg)
  7. These nine companies are working on coronavirus treatments or vaccines — here’s where things stand (MarketWatch)
  8. Using Models to Stay Calm in Charged Situations (Farnam Street)
  9. What Happens to Stocks After a Big Down Month? (A Wealth of Common Sense)
  10. Should I Sell My Stocks? (The Irrelevant Investor)

 

Be in the know. 10 key reads for Friday…

  1. Jim Cramer: I’m With Warren Buffett on This One (TheStreet)
  2. China Stocks Are Handily Beating U.S. Since Coronavirus Outbreak. Here’s Why (Bloomberg)
  3. Billionaire Sam Zell says he is buying some ‘ridiculously low’ stocks in the wild market swings (CNBC)
  4. ‘Bond King’ Gundlach says Fed panicked and short-term rates are ‘headed toward zero’ (CNBC)
  5. ValueAct’s Jeffrey Ubben buys BP and says oil company can be ‘part of the solution’ (CNBC)
  6. OPEC deal in jeopardy as Russia stalls over deepest round of supply cuts since 2008 (CNBC)
  7. Bullard Says Fed Watching Virus Fallout, Willing to Do More (Bloomberg)
  8. Fed’s Kaplan thinks U.S. can avoid coronavirus recession as Williams says central bank will keep using tools (MarketWatch)
  9. Can Gilead Change Its Dim Fortunes On An Immuno-Oncology Buyout? (Investors)
  10. Global equity outflows hit $23bn on coronavirus fears (Financial Times)

 

Be in the know. 10 key reads for Thursday…

  1. Be Like Warren Buffett in Times Like These. Here’s How. (Barron’s)
  2. Federal Reserve Retools Capital Rules for Largest U.S. Banks (Wall Street Journal)
  3. Market-Beating Bank CEOs Are a Rare Breed (Wall Street Journal)
  4. Cramer’s most trusted market indicator says to start buying stocks (CNBC)
  5. Larry Kudlow Says ‘We’re Not Going to Panic’ Over the Economy (Bloomberg)
  6. Capitulation Moment? ‘We are giving up on energy’, say Jefferies analysts, who compare beaten-down sector to ‘62 Mets (MarketWatch)
  7. Oil prices rise on report OPEC agrees 1.5 million barrel-per-day production cut (MarketWatch)
  8. Buffett-Backed 30-Year-Old Goes to War With Latin American Banks (Bloomberg)
  9. Exxon CEO sticks to spending targets despite oil downturn (Reuters)
  10. The Old Dominion “Snapback” Stock Market? (and Sentiment Results) (ZeroHedge)

Be in the know. 10 key reads for Wednesday…

  1. Investors Got the Fed’s Rate Cut Wrong. ‘Putting Some Money to Work Isn’t a Bad Idea.’ (Barron’s)
  2. The Fed Just Cut Interest Rates. Get Ready to Refinance Your Mortgage. (Barron’s)
  3. This $5 Billion Stock Fund’s Manager Thinks Like a Founder. It’s Working. (Barron’s)
  4. Saudis Want OPEC+ to Cut More Than 1 Million Barrels a Day (Bloomberg)
  5. Here’s how billionaire investor Howard Marks is telling clients to ride out coronavirus volatility (MarketWatch)
  6. Warren Buffett Can’t Resist This Bargain As He Buys Amid Coronavirus Correction (Investor’s)
  7. Fed rate cut to boost homebuyers’ spending power (Fox Business)
  8. iPhone Maker Foxconn Expects 15% Q1 Revenue Hit From Coronavirus, Says Production Rebounding (Benzinga)
  9. US Fed’s coronavirus rate cut is first move in a dance with markets (Financial Times)
  10. Private payrolls up 183,000 as hiring shows no signs of coronavirus scare (CNBC)

Be in the know. 10 key reads for Tuesday…

  1. Chevron to Give Up to $80 Billion to Investors Over 5 Years (Bloomberg)
  2. OPEC’s oil cut proposal would boost price to $60 a barrel – Russia’s Lukoil (Yahoo! Finance)
  3. 4 Stocks Yielding 6% or More to Buy Now as Yields Plunge to Historic Lows (24/7 Wall Street)
  4. Jack Welch, G.E. Chief Who Became a Business Superstar, Dies at 84 (New York Times)
  5. OPEC Tries to Head Off Oil Glut as Coronavirus Saps Demand (New York Times)
  6. Luke Bryan gets into the beer game with new Two Lane American Golden Lager (USA Today)
  7. Gilead Sciences to Buy Forty Seven for $4.9 Billion (Wall Street Journal)
  8. G-7 Pledges to Fight Virus, Stops Short of Specific Action (Bloomberg)
  9. Executives are buying their own companies’ beaten-down stocks — here are nine with large purchases (MarketWatch)
  10. Pfizer Announced a Plan to Identify a Possible Coronavirus Treatment (MarketWatch)

 

 

Be in the know. 17 key reads for Monday…

1. Didn’t Sell Before the Big Plunge? Here’s the Good News. (Barron’s)
2. Why U.S. Markets Could Recover Quickly From Coronavirus Hit (Barron’s)
3. Energy Stocks Have Plunged. Here’s an ETF to Play a Rebound. (Barron’s)
4. A China Expert Explains Why Coronavirus Fears Are Overblown (Barron’s)
5. Immigration Is Helping Shield Canada From Global Slowdown (Wall Street Journal)
6. Archery Dodgeball Delivers Exactly What It Promises (Wall Street Journal)
7. Wall Street Has Lost Its Nerve. What Will It Take to Get It Back? (New York Times)
8. Central Banks Pledge to Ensure Stability as OECD Sounds Alarm (Bloomberg)
9. Boeing Goes on Hiring Spree in High-Stakes Gamble on 737 Max (Bloomberg)
10. Italy Shows How to Tackle the Coronavirus Impact (Bloomberg)
11. Investors cannot sit on the fence after coronavirus stock rout — it’s time to buy stocks, Bernstein says (MarketWatch)
12. Surgeon general wants you to stop buying masks to protect yourself from coronavirus: ‘They are not effective’ (MarketWatch)
13. ‘Once you really hate yourself, buy lower than you thought was possible’ — history suggests this approach pays off (MarketWatch)
14. Oil rebounds sharply as traders pin hopes on OPEC cuts this week (MarketWatch)
15. Italy unveils €3.6bn stimulus to tackle coronavirus (Financial Times)
16. Energy Stocks Kinder Morgan, Energy Transfer See Big Insider Buys (Yahoo! Finance)
17. Market Technicians Think the Selloff Isn’t Over (Wall Street Journal)

Be in the know. 25 key reads for Sunday…

  1. Singapore Emerges as Litmus Test for Coronavirus Containment by Philip Heijmans (Bloomberg)
  2. What will ‘Super Tuesday’ mean for US investors? (Financial Times)
  3. Here’s A List Of Who Was Puking Stocks This Week (ZeroHedge)
  4. Jim Rogers Says Investors Should Buy Now! (The Street)
  5. Typical March Trading: Slow Start, Mid-Month Surge & Uninspiring Finish (Almanac Trader)
  6. No, You DO NOT Need Face Masks For Coronavirus—They Might Increase Your Infection Risk (Forbes)
  7. Daily Oversold Readings Could Support Rebound (John Murphy)
  8. Stock market coronavirus drop was painful, but buying opportunities may arise (New York Post)
  9. ‘SNL’ Cold Open (Daily Beast)
  10. 2020 Corvette Stingray: First Drive Review (Maxim)
  11. Danielle DiMartino Booth on the Federal Reserve (Podcast) (Bloomberg)
  12. Options markets point to a potential bounce for U.S. stocks (Reuters)
  13. Apple glasses could solve one of VR’s biggest issues, patent suggests (techradar)
  14. Fox Business Skips Commercial Breaks to Cover Coronavirus (But Still Has a Sponsor) (Variety)
  15. Phil Knight on the Surprising Origin Story of Nike’s Name and Swoosh (Medium)
  16. The Rise And Fall (And Rise?) Of NASCAR (NPR Planet Money)
  17. What Biden’s Big South Carolina Win Might Mean For Sanders (FiveThirtyEight)
  18. Inside The Crazy Story of Iraq’s Debt (Podcast) (Bloomberg)
  19. Powell: Fed poised to act if needed on ‘evolving’ virus risk (Pensions & Investments)
  20. A Morgan Stanley Manager Who Sold Before Rout Says He’s Buying (Bloomberg)
  21. WHO chief on coronavirus: Global markets ‘should calm down and try to see the reality’ (CNBC)
  22. OPEC may fight coronavirus price slide with deeper oil supply cuts (Fox Business)
  23. Thomas Lee, founder of Fundstrat Global Advisors is forecasting a “V”-shaped, or sharp, recovery for the market (MarketWatch)
  24. The Mystery of What Drives Bob Iger (Wall Street Journal)
  25. Jim Cramer: I Don’t Know Where It Will Bottom, I Do Know What to Buy and Sell (TheStreet)