Be in the know. 18 key reads for Wednesday…

  1. Northrop and Lockheed win missile defense contracts valued at up to $7.6 billion (StreetInsider)
  2. Pfizer Will Test a Pill to Kill the Covid-19 Virus (Barron’s)
  3. Pfizer Goes It Alone to Expand Vaccine Business Beyond Covid-19 Pandemic (Wall Street Journal)
  4. The new S&P 500 bull market is about to enter its second year. Now what? (MarketWatch)
  5. Powell and Yellen’s game plan is evocative of the World War II playbook. Here’s what happened then. (MarketWatch)
  6. Convertible Bonds Are Booming. Here’s What You Need to Know. (Barron’s)
  7. Regeneron Stock Climbs on Positive Covid-19 Antibody Data (Barron’s)
  8. Citigroup and 5 More Lenders Poised for Gains in ‘Bank Renaissance’ (Barron’s)
  9. 5 Beaten-Down Renewable Energy Stocks That May Be Worth a Look (Barron’s)
  10. Intel’s New CEO Is Spending $20 Billion to Double Down on Chip Manufacturing (Barron’s)
  11. Powell Says Stimulus Package Isn’t Likely to Fuel Unwelcome Inflation (Wall Street Journal)
  12. New York Business Leaders Urge State Lawmakers to Not Raise Taxes (Wall Street Journal)
  13. Fed’s Bullard won’t forecast any interest-rate hikes until he sees proof of strong economy (MarketWatch)
  14. Bostic expects Fed to lift rates in 2023 – WSJ (Reuters)
  15. Hawaii gets tourism surge as coronavirus rules loosen up (Fox Business)
  16. Coronavirus latest: Merkel reverses course on Easter lockdown in Germany (Financial Times)
  17. BofA Raises Price Targets for US Banks on Faster-Than-Expected Recovery (StreetInsider)
  18. Banks stand firm on calls for oil ‘supercycle’ even as price drops (Financial Times)

Be in the know. 20 key reads for Tuesday…

  1. Tax hikes are the next big investor worry: Morning Brief (Yahoo! Finance)
  2. Biden Team Prepares $3 Trillion in New Spending for the Economy (New York Times)
  3. Campbell and B&G Foods Have Outperformed. Only One Is a Buy for This Analyst. (Barron’s)
  4. Infrastructure Plan Seeks to Address Climate and Equality as Well as Roads (New York Times)
  5. Regeneron says its COVID-19 treatment still works even at a lower dose (MarketWatch)
  6. Top Yale Doctor/Researcher: ‘Ivermectin works,’ including for long-haul COVID (trialsitenews)
  7. Change of menu: Kraft Heinz bets on old brands to win new consumers (Financial Times)
  8. Here Are 6 REITs Set to Gain as Economy Reopens (Barron’s)
  9. Germany To Enter Strict Easter Shutdown Amid ‘New Pandemic’ (Barron’s)
  10. Short and Hot: How Investors Can Play This Economic Cycle (Barron’s)
  11. Why the Canadian Pacific-Kansas City Southern Deal Is Bullish for Railroad Stocks (Barron’s)
  12. Bank of America CEO Says Its Earnings Are Poised to ‘Substantially Increase’ (Barron’s)
  13. Joe Biden Wants to Raise Taxes. What It Would Mean for the Stock Market. (Barron’s)
  14. Fed’s Powell Says Recovery Is Far From Complete (Wall Street Journal)
  15. Lockheed Martin partners with startup Omnispace to build space-based 5G network (CNBC)
  16. Pension funds to buy bonds to rebalance portfolios, and that may help stocks (CNBC)
  17. Billionaire investor Howard Marks touts value stocks, trumpets high-quality growth stocks, and says he’s open-minded about bitcoin in a new interview. Here are the 9 best quotes. (Business Insider)
  18. 5 Goldman Sachs Conviction List Stocks to Buy Now That Pay Big Dividends (24/7 Wall Street)
  19. UK unemployment rate unexpectedly falls to 5% in January as the country looks ahead to reopening (Business Insider)
  20. Stocks slump at the open Tuesday as fresh lockdowns sweep the globe (MarketWatch)