Be in the know. 14 key reads for Tuesday…

  1. J&J (JNJ) Vaccine Generated ‘Strong and Persistent Activity’ Against Delta Variant, Immune Response Lasting at Least 8 Months (Street Insider)
  2. As Jeff Bezos Steps Down, a New Era Begins for Amazon (Barron’s)
  3. Retail Investors Power the Trading Wave With Record Cash Inflows (Wall Street Journal)
  4. China Widens Data-Security Probe of U.S.-Listed Tech Companies (Wall Street Journal)
  5. Oil and Dollars: Why the UAE Is Risking a Falling-Out With OPEC+ (Bloomberg)
  6. VW Hands Control of Bugatti to Croatian EV Maker and Porsche (Bloomberg)
  7. Biden Officials Urge OPEC Members to Find Output Compromise (Bloomberg)
  8. Didi Shows All Chinese Tech Giants Must First Answer to Beijing (Bloomberg)
  9. The honeymoon is over for streaming services: Here’s where the major players stand (CNBC)
  10. Cash-laden companies are on a mergers and acquisitions spree (Fox Business)
  11. Scion of Richest Thai Family Preps for Distressed Debt Bonanza (Bloomberg)
  12. Exclusive: EU’s Vestager warns Apple against using privacy, security to limit competition (Street Insider)
  13. Keystone XL pipeline owner seeks $15B in damages after Biden decision to block permit (Fox Business)
  14. Tech Firms Threaten to Quit Hong Kong Over Data Law Plan (Wall Street Journal)

Be in the know. 20 key reads for Monday…

  1. Opinion: These 15 stocks — June’s biggest losers — could become July’s winners (MarketWatch)
  2. What to Watch This Week: Fed Minutes, Levi’s Earnings (Barron’s)
  3. European Dividends Are on the Mend (Barron’s)
  4. China Orders Didi’s Ride-Hailing App Removed From App Stores. Didi said current users who had already downloaded the app wouldn’t be affected by the move. Didi promised to “conscientiously rectify” the issues. (Barron’s)
  5. Why Index Funds Often Buy Stocks Like Tesla High and Sell Low (Barron’s)
  6. The 5 Worst Performing Retail Stocks of 2021 So Far (Barron’s)
  7. Sun Valley’s billionaire ‘summer camp’ is back after a virus-induced break (New York Post)
  8. A Whopper of a Stock Buy at Burger King’s Parent (Barron’s)
  9. Roger Federer’s Gift to Tennis: A Shot That Players Love to Hit (New York Times)
  10. Joey Chestnut wins 14th Nathan’s Famous Fourth of July Hot Dog Eating Contest with record 76 franks (USA Today)
  11. Plastic Makers Reel on Soaring Oil Costs and Rising Competition (Bloomberg)
  12. More Than 3.19 Billion Shots Given: Covid-19 Tracker (Bloomberg)
  13. OPEC+ Crisis Deepens as Saudi Arabia Refuses to Budge (Bloomberg)
  14. COLUMN-OPEC+ stumbles, but an eventual compromise may be bearish for crude: Russell (Reuters)
  15. Universal Takes Top Three Spots At Domestic Box Office (Bloomberg)
  16. China’s economy sees new pockets of growth in rising shopping trends (CNBC)
  17. U.S.-Stock Funds Are Up 16% for the Year as Cash Flows In (Wall Street Journal)
  18. The Case for and Against Investing in Emerging Markets Now (Wall Street Journal)
  19. Explaining ‘Bad News for the Economy Is Good News for the Stock Market’ (Wall Street Journal)
  20. Investors Don’t See End to Record-Breaking Equity Rally Just Yet (Bloomberg)

Be in the know. 15 key reads for Independence Day…

  1. Ben Graham: Just Plain Lucky? (safalniveshak)
  2. ECRI Weekly Leading Index Update (advisorperspectives)
  3. Ron Burkle Owns Neverland, but His Collection of Homes Extends Far Beyond Michael Jackson’s Ranch (Wall Street Journal)
  4. Treasury Yields Signal Investors’ Waning Economic Exuberance (Wall Street Journal)
  5. The ‘Juice Man’ and the Drug Scandal That Rocked Horse Racing (Bloomberg)
  6. College athletes can finally profit off their celebrity. These five are ready. (Washington Post)
  7. Typical July Seasonal Pattern: Bullish Through Mid-Month & Tepid After (Almanac Trader)
  8. Why LoanDepot Billionaire Thinks He’ll Beat Rocket Mortgage And Wells Fargo (Forbes)
  9. America’s government comes clean on UFOs (Economist)
  10. Concorde 2.0? Inside the Wild Race to Launch a New Era of Supersonic Jets (RobbReport)
  11. Dom Toretto’s Diabolical Dodge Charger From ‘F9’ Can Now Be Yours (Maxim)
  12. Aston Martin Valkyrie AMR Pro Is a 1,000-HP Hypercar Designed to Win Le Mans (Maxim)
  13. Vin Diesel Says ‘Cinema is Back!’ As ‘F9’ Breaks Pandemic Box Office Record (Maxim)
  14. The New Land Rover Defender Is Nothing Like the Old One (Road and Track)
  15. Buffett says dynastic wealth diminishing in appeal among rich Americans (Fox Business)

Be in the know. 15 key reads for Saturday…

  1. Who are the Dividend Aristocrats in 2021? (Visual Capitalist)
  2. Why Hertz’s Warrants Look More Attractive Than Its Stock (Barron’s)
  3. Europe’s Economy Is Rebounding. Here’s How to Play It. (Barron’s)
  4. Leon Cooperman: FANG stocks are not expensive given interest rates (CNBC)
  5. Palantir Technologies Has Quietly Become a Major SPAC Investor (Barron’s)
  6. 3 European Airline Stocks That Are Ready to Soar (Barron’s)
  7. It’s a Good Time to Invest in China—but Don’t Go It Alone. (Barron’s)
  8. More People Want to Travel on Private Jets. General Dynamics Stock Looks Set to Rise. (Barron’s)
  9. Larry Culp Is Building a Leaner, Meaner, More Profitable GE (Barron’s)
  10. Pfizer Developed a Vaccine in Less Than a Year. There’s More to Come. (Barron’s)
  11. Americans Are Eating So Much Fudge, Candy Makers Are Building ‘Fudge Muscles’ (Wall Street Journal)
  12. Opec talks end in deadlock over raising oil production (Financial Times)
  13. TSA screenings surpass 2019 levels in pandemic first as airlines, airports scramble to staff (CNBC)
  14. CNBC Transcript: Billionaire Investors Warren Buffett & Charlie Munger Sit Down with CNBC’s Becky Quick for CNBC’s “Buffett & Munger: A Wealth of Wisdom” (CNBC)
  15. Is the stock market in a bubble? | Ray Dalio | June 2021 (YouTube)

Be in the know. 15 key reads for Friday…

  1. 10-year Treasury yield is flat after June unemployment rate stays at 5.9% (CNBC)
  2. Alibaba leads $400m bet on Vietnam’s fast-growing retail market (Financial Times)
  3. J&J Covid-19 Vaccine Shows Promising Preliminary Signs of Protecting Against Delta Variant (Wall Street Journal)
  4. Li Auto Joins EV Rivals With Booming Q2 Sales (Investor’s Business Daily)
  5. Virgin Galactic Soars as Branson Looks to Win Space Race (Barron’s)
  6. ConocoPhillips Stock Jumps on Upbeat Investor Update; Two Analysts Weigh In (Barron’s)
  7. China’s Economy Softened in June. Experts Weigh In on What to Watch for as Growth Levels Out. (Barron’s)
  8. Xi Says China Won’t Be Bullied by Other Countries. What It Means For Investors. (Barron’s)
  9. Walgreens Is Healthier Than Wall Street Thinks (Wall Streeet Journal)
  10. CBO Sees Stronger Growth in 2021, After Covid-19 Relief Package (Wall Street Journal)
  11. Amazon Primed Andy Jassy to Be CEO. Can He Keep What Jeff Bezos Built? (Wall Street Journal)
  12. Alibaba-Led Bailout of China Retailer Draws Haier, Xiaomi (Bloomberg)
  13. 5 All-American 4th of July Stocks to Buy for Year-Round Gains (24/7 Wall Street)
  14. Jean Liu drives Didi’s international image (Financial Times)
  15. Record Skew index shows nagging investor nerves on US stocks rally (Financial Times)