Be in the know. 40 key reads for Saturday…

  1. Guy Fieri’s Bacon-Wrapped Danger Dogs Are a Ticket to Flavortown (Bloomberg)
  2. Manchin warns Dems about going it alone on Biden’s spending plan (Fox Business)
  3. Investors Need to Watch the Labor Shortage. Here’s Why. (Barron’s)
  4. Tiger Cubs: How Julian Robertson built a hedge fund dynasty (Financial Times)
  5. Lumber Prices Slump As Historic Boom Hits A Wall (ZeroHedge)
  6. The Best Investment of All: The People You Love the Most (New York Times)
  7. Fund Managers Are Ignoring Meme Stocks. That’s a Good Thing. (Barron’s)
  8. Brinker Stock Looks Set to Soar on Chili’s Comeback (Barron’s)
  9. Hedge fund stars shy away from the limelight (Financial Times)
  10. Banks Need Loan Growth to Keep Rallying. These Stocks Already Have It. (Barron’s)
  11. Why Boeing Could Fly High Again (Barron’s)
  12. Charlie Munger’s Book Recommendation List (CMQ)
  13. Driving the undriveable Ferrari (Financial Times)
  14. Payne: When I was a kid, getting a job was like winning the lottery (Fox Business)
  15. 4 Undervalued Stocks With Momentum (Morningstar)
  16. Dividends Are the Next Oil Catalyst. Here Are the Stocks that Could Benefit. (Barron’s)
  17. Natural-Gas Prices Stir Heading Into Summer (Barron’s)
  18. Peter Lynch on Common Investor Mistakes (Novel Investor)
  19. One stunning chart shows just how much faster the US labor market is recovering now compared to the financial crisis (Business Insider)
  20. A Wave of Global Spending Is Great News for Humanity (and Investors) (Barron’s)
  21. The Stock Market’s Long Run of Nothing Continued Last Week. What to Know. (Barron’s)
  22. Solar Power’s Land Grab Hits a Snag: Environmentalists (Wall Street Journal)
  23. Facebook’s Marketplace Faces Antitrust Probes in EU, U.K. (Wall Street Journal)
  24. iPhone? AirPods? MacBook? You Live in Apple’s World. Here’s What You Are Missing. (Wall Street Journal)
  25. Why Does Anyone Care About a Superyacht? (Wall Street Journal)
  26. Bill Gates, Warren Buffett building nuclear reactor in coal-rich Wyoming (New York Post)
  27. G-7 Strikes Historic Deal to Revamp Global Tax on Tech Firms (Bloomberg)
  28. How Ronald Read managed to accumulate a dividend portfolio worth $8 million (DGI)
  29. Emerging-Market Stocks in Pole Position to Gain as World Reopens (Bloomberg)
  30. Rosneft Warns of ‘Severe’ Oil Shortage Amid Hasty Energy Shift (Bloomberg)
  31. Bonds Aren’t Freaking Out About Inflation (Bloomberg)
  32. S.-China Trade Relationship Significantly Imbalanced, Tai Says (Bloomberg)
  33. Crypto investor Vignesh Sundaresan: ‘It’s the NFT that changed the world’ (Financial Times)
  34. Royal Caribbean sets 2021 cruises in Florida, Texas and Alaska (CNBC)
  35. Interactive Brokers founder says problem with AMC Entertainment memes: ‘People…will lose a very substantial amount of money’ (MarketWatch)
  36. Pete Najarian Sees Unusual Options Activity In Tapestry And IQIYI (Benzinga)
  37. Electric Car Batteries Are Turning This Country Into an Actual Hellscape (Futurism)
  38. Bill Ackman’s SPAC Is in Talks to Buy a Stake in Universal Music —But So Far It’s Not Music to Investors’ Ears (Institutional Investor)
  39. The Pied Piper of SPACs (New Yorker)
  40. Lots of Liquidity (Yardeni)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 85

Article referenced in VideoCast above:

The “My Thang” Stock Market (and Sentiment Results)…

Be in the know. 25 key reads for Friday…

  1. FDA’s Call on Biogen’s Alzheimer’s Drug Is Coming Soon (Barron’s)
  2. Viva Las Vegas: Sin City Presses Its Luck in the Postpandemic Era (Barron’s)
  3. May’s Employment Report Is Another Disappointment (Barron’s)
  4. Buy Take-Two Interactive Because a Whole Lot of Videogames Are in the Works (Barron’s)
  5. Alibaba, Alphabet, and Amazon Stock Are Bargains, This Value Manager Says (Barron’s)
  6. How Pitchers Are Conquering Baseball’s Home Run Revolution (Wall Street Journal)
  7. Ant to Change How It Makes Loans With New Consumer-Finance Company (Wall Street Journal)
  8. Services Boom? You Ain’t Seen Nothing Yet (Wall Street Journal)
  9. Biden Narrows Infrastructure Request, but Hurdles Remain for Bipartisan Deal (New York Times)
  10. The Momentum Is With Active Fund Managers for Now (Bloomberg)
  11. Texas Rising: Hedge Funds, Big Tech Drive Lone Star Wealth Boom (Bloomberg)
  12. Palantir gets aggressive in SPAC investments, backing digital health, aviation and robot companies (CNBC)
  13. Billionaire hedge-fund manager Julian Robertson endorses high-flying US tech stocks — and says their valuations aren’t lofty (Business Insider)
  14. Apple’s Big Show May Not Be Enough (Wall Street Journal)
  15. Cloud Software’s Low-Hanging Fruit Is a Tempting Target (Wall Street Journal)
  16. Apple stock on track for longest weekly losing streak in more than 2 1/2 years (MarketWatch)
  17. Is the Fed ‘tightening cycle’ already happening? (MarketWatch)
  18. Italian Artist Sells Invisible Sculpture For $18,000 (ZeroHedge)
  19. Strong Inflows to Cash Continue, Largest Selling of Tech Stocks Since December 2018 – BofA’s Flow Show (Street Insider)
  20. Northrop Grumman (NOC) Upgraded to ‘Buy’ at Stifel on Compelling Valuation (Street Insider)
  21. Apple’s (AAPL) WWDC Unlikely to Blunt the Deceleration Narrative – Wolfe Research (Street Insider)
  22. Biden open to dropping corporation tax rise in infrastructure talks (Financial Times)
  23. UK approves Pfizer jab for younger adolescents (Financial Times)
  24. Tiger’s Julian Robertson bets big tech stocks will keep marching higher (Finaicial Times)
  25. Washington to bar US investors from 59 Chinese companies (Financial Times)