Be in the know. 20 key reads for Tuesday…

  1. Pfizer lifts sales forecast for COVID-19 vaccine to $26 billion (Reuters)
  2. Pfizer (PFE) Tops Q1 EPS by 15c, Raises FY Guidance (StreetInsider)
  3. Pfizer plans to file for full FDA approval of Covid vaccine at the end of this month (CNBC)
  4. Clorox is still selling many more cleaning products than it was pre-pandemic (MarketWatch)
  5. Consumer Lenders Face a New Challenge: Each Other (Wall Street Journal)
  6. Starboard Value Finally Makes Its Move on Box (Barron’s)
  7. How Inflation Could Shape the Next Phase of the Stock Market (Barron’s)
  8. U.S. Stock Market Futures Mixed, With Airlines Lifted by Travel Reopening Plans in Europe (Barron’s)
  9. Apple and Epic Games Trial Has Started. What to Know. (Barron’s)
  10. Bank Stocks Continue to Gain. Why Wall Street Says the Rally Still Has Steam. (Barron’s)
  11. Why Ether is Soaring to New Highs (Barron’s)
  12. The world risks ‘running out of copper’ — and here’s how high prices may rise as the economy reopens, BofA warns (MarketWatch)
  13. The Fed Doesn’t Want to Talk Tapering Yet. Wait for Summer, Wall Street Says. (Barron’s)
  14. ‘Buy in May and go away’: Why US stocks can trade higher into the summer months, according to JPMorgan’s quant guru (Business Insider)
  15. Mohamed El-Erian says inflation is here to stay and won’t be ‘transitory’ like the Fed claims (Business Insider)
  16. Why supply-chain bottlenecks, price pressures may ease by year end (MarketWatch)
  17. OPEC Keeps Crude Production Steady Before Planned Increases (Bloomberg)
  18. UPDATE 2-ConocoPhillips profit tops as travel demand boosts oil prices (Reuters)
  19. New York, New Jersey Lift Covid-19 Capacity Limits on Businesses (Wall Street Journal)
  20. Record Share of Companies Are Beating Earnings Estimates (Wall Street Journal)

Be in the know. 15 key reads for Monday…

  1. Apple Has Two Trillion Reasons to Fight for the App Store (Wall Street Journal)
  2. Berkshire Hathaway’s Greg Abel Is Planned Successor to Buffett Abel oversees Berkshire’s big non-insurance operations. (Barron’s)
  3. Exxon Mobil Board Fight Enters Final Rounds (Barron’s)
  4. 3 Things to Know From Berkshire Hathaway’s Shareholder Meeting (Barron’s)
  5. Biden’s Plan to Spend $4.5 Trillion Without Boosting Deficits Depends on Factors Beyond His Control (Wall Street Journal)
  6. Americans Can’t Get Enough of the Stock Market (Wall Street Journal)
  7. Covid-19 Savings Stockpile Could Accelerate Economy—if Consumers Spend It (Wall Street Journal)
  8. Epic vs. Apple Trial: Tim Cook, Tim Sweeney and the Other Key Players in ‘Fortnite’ Maker’s Antitrust Lawsuit (Wall Street Journal)
  9. Workers are coming back to the office – slowly (USA Today)
  10. Verizon sells Yahoo and AOL as part of $5 billion deal (USA Today)
  11. EU Looks to Open Its Borders After a Year of Pandemic Isolation (Bloomberg)
  12. New York City Is Roaring Back to Life, One Year After Its Nadir (Bloomberg)
  13. Buffett says Berkshire is seeing ‘very substantial inflation’ and raising prices (CNBC)
  14. Treasury Secretary Janet Yellen says Americans can expect a ‘big return’ from Biden’s $4.1 trillion spending proposal (Business Insider)
  15. Intel CEO stresses more U.S. chip production, fewer stock buybacks (MarketWatch)
  16. A 10% drop or at least a pause could be looming for the S&P 500. Take shelter in these sectors, says veteran strategist (MarketWatch)
  17. Bridgewater Co-CIO: The Market Is “Very, Very Dangerous” (ZeroHedge)
  18. China stocks take lion’s share as EM flows bounce back in April –IIF (Reuters)
  19. U.S. Supreme Court refuses to revive Wells Fargo accounts scandal suit (Reuters)
  20. 9 Takeaways From Berkshire Hathaway’s Annual Shareholder Meeting (Benzinga)

Be in the know. 20 key reads for Sunday…

  1. Guy Fieri, Fired Up: The Food Network King, With a Massive New Deal, Pushes for More Restaurant Relief (Hollywood Reporter)
  2. Bridgewater on Bubbles (Podcast) (Bloomberg)
  3. Warren Buffett’s Deputy Calls Bitcoin ‘Disgusting’ And Bad For Civilization (Forbes)
  4. Berkshire Hathaway Annual Meeting 2021: Highlights and storylines (Yahoo! Finance)
  5. Buffett says Berkshire “not competitive” with SPACs on deals (Reuters)
  6. 12 Best Vacation Stocks to Buy Now (insidermonkey)
  7. NYC falls to second on billionaire list as new tax hikes push wealthy out (New York Post)
  8. Americans Can’t Get Enough of the Stock Market (Wall Street Journal)
  9. A Chinese province powered 8% of all Bitcoin mining. Then the government gave miners 2 months to get out (Fortune)
  10. Thinking of Buying a Pro Sports Team? 10 Things Successful Owners Think You Should Know (RobbReport)
  11. Here’s What It’s Like to Drive McLaren’s 611 HP Street-Legal Racer, the 620R (RobbReport)
  12. The World’s Largest Aircraft, With a Wingspan Longer Than a Football Field, Just Completed Its Second Test Flight (RobbReport)
  13. Forget Batteries, This New Lightweight Hypercar Will Be Powered Entirely by Hydrogen (RobbReport)
  14. Jerry Jones’s Custom Airbus Chopper Is a Dallas Cowboy for the Skies (RobbReport)
  15. Big Tech is now worth so much we’ve forgotten to be shocked by the numbers (TechCrunch)
  16. Aston Martin Unveils Roofless V12 Speedster Special Edition (Maxim)
  17. Wayfair’s $112 billion plan to take over your entire home (Fast Company)
  18. Inflation, Unemployment And The Phillips Curve (NPR Planet Money)
  19. Lotus Wants Its First Electric Sports Car to Weigh the Same as Its Last Gas-Powered Car (Road and Track)
  20. How Costco Is Masking A 14% Price Jump With Shrinkflation (ZeroHedge)

Be in the know. 30 key reads for Saturday…

  1. Apple Hit With Landmark Antitrust Charges in Europe Over App Store (Barron’s)
  2. Here’s What Biden’s Corporate Tax Plan Means for Investors (Barron’s)
  3. Biden’s $4 Trillion Economic Plan, in One Chart (New York Times)
  4. What the cluck? Fast food chains warn of dire chicken shortage in US (New York Post)
  5. Bank of America Stock Is a Buy. Here’s Why. (Barron’s)
  6. PracticesThe Price of the Stuff That Makes Everything Is Surging (Bloomberg)
  7. Legalized Marijuana Will Be a Big Win for U.S. Pot Stocks. How to Bet on the Sector. (Barron’s)
  8. Exxon, Chevron Preach Prudence Even as Cash Waterfall Returns (Bloomberg)
  9. Summers Sees Signs of Scarce Workers as Harbinger of Inflation (Bloomberg)
  10. U.S. Personal Incomes Soar by Most on Record on Fiscal Stimulus (Bloomberg)
  11. Thanks to Spotify, the Music Is Stopping for Apple (Bloomberg)
  12. 8 different areas have taken turns leading the latest bull market in stocks – and that diversity is part of what makes the climb so sustainable, says one Wall Street chief strategist (Business Insider)
  13. Why investors should invest in asset bubbles rather than avoid them, according to JPMorgan (Business Insider)
  14. Berkshire Hathaway’s annual meeting is here: What to expect from Warren Buffett and Charlie Munger (CNBC)
  15. Berkshire Hathaway’s operating earnings jump, Buffett continues to buy back stock (CNBC)
  16. Clorox weighs price increases on products in response to inflationary costs (CNBC)
  17. Value investing: Is this the biggest opportunity since the tech bubble? (BNP)
  18. U.S. stocks have risen to all-time highs this year. Should you ‘sell in May and go away’? (MarketWatch)
  19. Railroad Stocks Are Rallying. What That Means for the Economy (Barron’s)
  20. Residents Furious at Release of 500 Million Gene-Hacked Mosquitoes (Futurism)
  21. Taxing Speculation (investoramnesia)
  22. Why ‘Black Swan’ author Nassim Taleb calls bitcoin an ‘open Ponzi scheme’ (CNBC)
  23. Dining out is back, as America gets vaccinated (CNN)
  24. The last clean energy boom turned to bust. Will this time be any different? (CNN)
  25. More than 90 New Airlines Are Launching in 2021. They Say It’s the Perfect Time. (Wall Street Journal)
  26. Rally in Transportation Stocks Nears 122-Year-Old Record Streak (Wall Street Journal)
  27. 2021 Ferrari Roma: A High-Tech Sports Car With a Midcentury Look (Wall Street Journal)
  28. Investors move into cash at fastest rate since March last year (Financial Times)
  29. Why a $10,000 Tax Deduction Could Hold Up Trillions in Stimulus Funds (New York Times)
  30. Deepest Backwardation Since ‘07 Shows World Short on Commodities (Bloomberg)