Category: What I’m Reading Today

Be in the know. 20 key reads for Saturday…

  1. Trump to buy oil for strategic reserve to aid energy industry: ‘We’re going to fill it’ (CNBC)
  2. Gilead Pops After Coronavirus Drug Helps Cruise Ship Patients In Japan Investor’s Business Daily)
  3. Europe Pledges Billions in Economic Aid in Rare Sign of Unity (New York Times)
  4. Dow surges nearly 2,000 points after Trump declares coronavirus national emergency (New York Post)
  5. Trump Says He Supports Pelosi Virus Bill, Urges GOP to Vote Yes (Bloomberg)
  6. Trump Waives Student-Loan Interest, Stockpiles Oil in Virus Plan (Bloomberg)
  7. Esports Leagues Are Only Game in Town After NBA and NHL Go Dark (Bloomberg)
  8. Stocks Retrace 90% of Thursday’s Sell-Off With Trump Address Hitting Mark (Bloomberg)
  9. Cash-Rich Billionaire Hargreaves Jumps Back Into Market (Bloomberg)
  10. Trump called on Walmart, CVS, Target, and Walgreens to help slow the spread of the coronavirus as he declares a national emergency (Business Insider)
  11. Stocks Surge After Trump Promises Speedier Testing (New York Times)
  12. How Billie Eilish Rode Teenage Weirdness to Stardom (New York Times)
  13. Deadly viruses are no match for plain, old soap — here’s the science behind it (MarketWatch)
  14. 18 Stocks to Buy Amid the Coronavirus Carnage, According to Barron’s Roundtable Experts (Barron’s)
  15. China’s coronavirus epicenter reports just five cases (Reuters)
  16. Here’s everything you need to know about 5G (CNN)
  17. Google, Walmart join U.S. effort to speed up coronavirus testing (Reuters)
  18. 7 Stocks That Could Ride Out the Turmoil in Energy Markets (Barron’s)
  19. The World Is One Big Carry Trade (Institutional Investor)
  20. Value investors: why are they so calm in a crisis? (Schroders)

 

Be in the know. 13 key reads for Friday the 13th!

  1. HIV drugs are being used as part of coronavirus treatment (New York Post)
  2. Here’s What Could Help Calm Markets, According to Wall Street’s Best Minds (Barron’s)
  3. U.S. Stock Futures and European Equities Surge as Markets Try to Stabilize After Historic Meltdown (Barron’s)
  4. It’s Time for Warren Buffett to Get Greedy. Here’s What He Might Be Looking to Buy. (Barron’s)
  5. ‘This Is All Coming to a Head’: Investors React to Market Chaos (Bloomberg)
  6. Mohamed El-Erian: The stock market looks ‘less scary’ (CNBC)
  7. Fed to Inject $1.5 Trillion in Bid to Prevent ‘Unusual Disruptions’ in Markets (Wall Street Journal)
  8. New Coronavirus Test 10 Times Faster Is FDA Approved (Bloomberg)
  9. Germany Pledges Unlimited Cash as EU Set to Green Light Spending (Bloomberg)
  10. Oracle earnings show best revenue growth in nearly two years (MarketWatch)
  11. 11. Trump’s $800 billion payroll tax cut plan would dwarf Obama’s stimulus package from the height of the financial crisis (Business Insider)
  12. What Warren Buffett thinks of his Occidental investment after shares crashed with oil prices (Yahoo! Finance)
  13. Time to Buy, Says GMO (Institutional Investor)

Be in the know. 13 key reads for Thursday…

  1. Carl Icahn Boosts Occidental Stake to Almost 10% as Shares Plummet (Wall Street Journal)
  2. Can Gilead’s Virus Test Results Cure Broader Stock Market Woes? (Investor’s Business Daily)
  3. Let’s Talk About Coronavirus Bailouts, Before We Need Them (New York Times)
  4. Stocks Plunge With Virus Response Missing Mark (Bloomberg)
  5. 21 Stocks To Buy In a Virus Economy (Barron’s)
  6. Markets Are in Turmoil. Buy These Stocks, Jefferies Says (Barron’s)
  7. The losers — and even bigger losers — of an oil price war between Saudi Arabia and Russia (CNBC)
  8. Here’s how Invesco’s top strategist says long-term investors should navigate this market panic (MarketWatch)
  9. Buffett and Occidental: We’ve Seen This Movie Before (Wall Street Journal)
  10. Oil Price Shock on Top of Coronavirus Compounding Sovereign Credit Risks (24/7 Wall Street)
  11. ECB approves fresh stimulus for reeling economy but keeps rates steady (Reuters)
  12. Private Equity Firms Won’t Waste Another Crisis (Institutional Investor)
  13. What Warren Buffett thinks of his Occidental investment after shares crashed with oil prices (Yahoo! Finance)

Be in the know. 10 key reads for Tuesday…

  1. What Benjamin Graham Would Tell You to Do Now: Look in the Mirror (Wall Street Journal)
  2. China’s Stocks Have Recouped Most CoronavirusStocks to Buy Amid the Selloff (Barron’s)
  3. U.S. Consumers Just Got a $725 Billion Windfall. Here’s How. (Barron’s)
  4. Coronavirus Is Bad — and Good — for Biotech Stocks (Barron’s)
  5. How China Slowed Coronavirus: Lockdowns, Surveillance, Enforcers (Wall Street Journal)
  6. Inside Saudi Arabia’s Decision to Launch an Oil-Price War (Wall Street Journal)
  7. Here’s why people are panic buying and stockpiling toilet paper (CNBC)
  8. The Bank of England cut rates by 0.5% in an emergency coronavirus response, mirroring the Fed. Business Insider)
  9. China’s Stocks Have Recouped Most Coronavirus Losses. Key Points to Watch for the U.S. (Barron’s)
  10. Goldman Sachs analyzed bear markets back to 1835, and here’s the bad news — and the good — about the current slump (MarketWatch)

 

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)