Be in the know. 25 key reads for Wednesday…

  1. Earnings Estimates Are Rising Again. That’s Good for Stocks. (Barron’s)
  2. VMware’s Solo Act Should Sing (Wall Street Journal)
  3. No Responsibility. The Energy Report 11/03/2021 (Phil Flynn)
  4. The RBA’s Defeat Down Under Should Worry Central Bankers (Wall Street Journal)
  5. The Fed’s Two-Day Meeting Is About to End. What to Expect. (Barron’s)
  6. Powell Will Have a Tough Time Reeling in the Market’s Rate-Hike Expectations (Barron’s)
  7. Bed Bath & Beyond Stock Soars 59% on Likely Short Squeeze (Barron’s)
  8. CVS Boosts Forecast and Earnings Beat Expectations. The Stock Edges Higher. (Barron’s)
  9. Five Stocks With Safe and Growing Dividends (Barron’s)
  10. Buy DuPont Stock, Analysts Say. Its Strategic Shift Is ‘Transformative.’ (Barron’s)
  11. Activision Blizzard Stock Is Falling. Key Game Delays Trump an Earnings Beat. (Barron’s)
  12. Lyft Stock Gets a Lift from Better-Than-Expected Earnings (Barron’s)
  13. Jerome Powell’s Dashboard Casts Doubt on Inflation Easing Quickly (Wall Street Journal)
  14. BP, Buoyed by Resurgent Oil Price, to Boost Investor Returns (Wall Street Journal)
  15. China Binges on U.S. Gas to Manage Energy Shortage, Carbon Footprint (Wall Street Journal)
  16. Opioid Makers Win Major Victory in California Trial (New York Times)
  17. Hong Kong in Talks With China to Open Border, Report Says (Bloomberg)
  18. Short Sellers Crushed as Bed Bath & Beyond Adds to Avis Blow (Bloomberg)
  19. China’s PBOC Says Digital Yuan Users Have Surged to 140 Million (Bloomberg)
  20. Fed to Taper Bonds, Show Patience on Rates: Decision-Day Guide (Bloomberg)
  21. Companies add 571,000 jobs in October thanks to a big boost in hospitality hires, ADP says (CNBC)
  22. China Junk Bond Yields Hit All Time High As Property Default Contagion Spreads, Home Sales Plunge 32% (zerohedge)
  23. Goldman Sachs Upgrades Phillips 66 (PSX) to Conviction Buy (streetinsider)
  24. Fed prepares to start tapering as US inflation concerns persist (Financial Times)
  25. ‘It’s really a toy’: Zillow closes home-flipping business. What does that say about the reliability of its Zestimate home-valuation tool? (marketwatch)

Be in the know. 24 key reads for Tuesday…

  1. The Fed Is Boxed In. What It Means for Investors. (Barron’s)
  2. Soaring Oil and Gas Prices Boost BP Profit in the Shadow of COP26 (Barron’s)
  3. Intel Chairman Omar Ishrak and Other Insiders Bought $2 Million in Stock (Barron’s)
  4. 100 million Barrels and Counting. The Energy Report 11/02/2021 (Phil Flynn)
  5. Mortgage Bond Sales Surged in October (Wall Street Journal)
  6. The U.S. and EU Shake Up Global Trade (Wall Street Journal)
  7. Amazon to Launch First Two Internet Satellites in 2022 (New York Times)
  8. S&P 500 performance in 2022 will be bullish if history is a guide (asiamarkets)
  9. Wall Street Warns Bond Market Rout Will Catch Up With Stocks (Bloomberg)
  10. J&J, Teva Beat $50 Billion Opioid Case in First Industry Win (Bloomberg)
  11. One Trader Calls All the Shots in the Treasury Bond Market (Bloomberg)
  12. Bond Whiplash Raises Risk of a Financial Market Accident (Bloomberg)
  13. Small caps kick off November with a rally — why that’s good news for the S&P 500 (CNBC)
  14. Beijing’s flights are cancelled as China’s capital city tightens Covid restrictions (CNBC)
  15. China’s coal shortage eases after Beijing steps in, report says (CNBC)
  16. Bank of America names 13 stocks that are primed to rebound by January after underperforming this year due to tax-loss harvesting (businessinsider)
  17. Stocks are in ‘melt-up’ mode and have further to run before hitting a top as strong participation drives latest rally, Leuthold CIO says (businessinsider)
  18. Value investing legend John Rogers told us 4 stocks he’s been buying for the market’s next phase — and why the meme stock and bitcoin rallies remind him of a mistake he made in his earliest days (businessinsider)
  19. Signs of a new capex cycle’ emerge as S&P 500 companies report earnings, says BofA (marketwatch)
  20. Opinion: Higher interest rates probably won’t cause this bull market in stocks to end, according to research dating to 1871 (marketwatch)
  21. Clorox (CLX) Stock Gains 5% Following Q1 EPS Beat, Reaffirmed 2022 Outlook (streetinsider)
  22. Evercore ISI Reiterates Uber (UBER) as No.1 Mega Cap Pick Ahead of Earnings (streetinsider)
  23. Pfizer raises 2021 sales forecast for Covid vaccine to $36bn (Financial Times)
  24. US bond tumult risks triggering stock market volatility, analysts warns (Financial Times)