Be in the know. 25 key reads for Monday…

  1. Bank of America CEO Says Its Earnings Are Poised to ‘Substantially Increase’ as Rates Rise (Barron’s)
  2. AstraZeneca Vaccine Found to Be Safe and 79% Effective in U.S. Trial (Barron’s)
  3. How to Play the Next Space Race (Barron’s)
  4. Value Could Outpace Growth for Years. Here’s How. (Barron’s)
  5. These Stocks Are More of a Gamble Than an Investment — and the #1 Is a Reddit Favorite (Barron’s)
  6. Recast as ‘Stimmies,’ Federal Relief Checks Drive a Stock Buying Spree (New York Times)
  7. Canadian Pacific Railway to buy Kansas City Southern for $25 billion (CNBC)
  8. Summers Sees ‘Least Responsible’ Fiscal Policy in 40 Years (Bloomberg)
  9. Scion of Billionaire Family Hunts for Cheap Assets in Venezuela (Bloomberg)
  10. U.S. economy is ‘on the brink’ of a complete recovery, says Richmond Fed’s Barkin (CNBC)
  11. Israel Is a Vaccine Leader. Now Its Economy Is Improving. (Barron’s)
  12. GameStop Earnings Are Coming. Nobody Knows What to Expect. (Barron’s)
  13. Turkish lira and stocks slump after Erdogan fires central bank chief (MarketWatch)
  14. Blackstone’s Crown Deal Has Dice Loaded in Its Favor (Wall Street Journal)
  15. Stock Market Reshuffle Has Room to Run (Wall Street Journal)
  16. Stimulus Checks Have Left U.S. Households Ready to Spend (Wall Street Journal)
  17. Americans Are Ready to Travel. But Where Can They Go? (Wall Street Journal)
  18. CBS Looks for Growth Abroad—With David Hasselhoff’s Help (Wall Street Journal)
  19. Fed’s Reversal on Bank Capital Requirements Serves No Purpose (Wall Street Journal)
  20. Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
  21. Opinion: Here’s the secret of how great companies get to the top of their game (MarketWatch)
  22. Fed may hike rates sooner than 2023: NABE (FoxBusiness)
  23. Investors inject almost $170bn into global stocks in 4 weeks (Financial Times)
  24. Saudis Launch Major Gulf Naval Drills To Protect Oil Facilities Against Terror Attacks (ZeroHedge)
  25. U.S. existing home sales drop sharply; prices surge (Reuters)

Be in the know. 10 key reads for Sunday…

  1. 9 Best Pharmaceutical Stocks to Buy for Income (US News & World Report)
  2. CP Rail to buy Kansas City Southern to create first rail network connecting Canada, the United States and Mexico (Financial Post)
  3. Bill Gurley on Entrepreneurs and Technology (Podcast) (Bloomberg)
  4. Private Schools Have Become Truly Obscene (The Atlantic)
  5. How CVS And Walgreens Help Biden Get To 200 Million Covid-19 Shots (Forbes)
  6. Why A Multi-Family Office Co-Founded By Stuart Miller Invested $100 Million In A Vacant Beverly Hills Hotel (Forbes)
  7. The Design Story Behind The Exotic Maserati MC20 (Forbes)
  8. Lamborghini Will Debut Two New V-12 Supercars This Year (Robb Report)
  9. Larry Summers Versus the Stimulus (The New Yorker)
  10. The Ferrari F8 Is Astounding (R& T)

Be in the know. 25 key reads for Saturday…

  1. The S&P 500 still has 12% upside with spiking yields set to stabilize amid strong earnings, JPMorgan’s global markets chief says (Business Insider)
  2. Fed Will Need to Buy Bonds as Stimulus Boosts Yields, Dalio Says (Bloomberg)
  3. Corporate America Primed to Join Warren Buffett in Buyback Binge (Bloomberg)
  4. How to Play the New Space Race (Barron’s)
  5. Warren Buffett’s Berkshire Hathaway scores $17 billion gain across 5 stocks as value stages a comeback (Business Insider)
  6. The OODA Loop: How Fighter Pilots Make Fast and Accurate Decisions (Farnam Street)
  7. Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out (Wall Street Journal)
  8. Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ (Bloomberg)
  9. Why Goldman Sachs sees a ‘buying opportunity’ in oil’s recent selloff (MarketWatch)
  10. The Fed Will End Emergency Relief for Banks. It Might Not Make Much Difference for Markets. (Barron’s)
  11. Modern Issues, Old Solutions (Investor Amnesia)
  12. Stock Market’s Weakest Links Dominate With Full-Throttle Fed (Bloomberg)
  13. Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties (Wall Street Journal)
  14. Visa Faces Antitrust Investigation Over Debit-Card Practices (Wall Street Journal)
  15. Deep Value by Tobias Carlisle (Novel Investor)
  16. Saudi Arabia Says Missiles in Aramco Attacks Were Made in Iran (Bloomberg)
  17. The Fed could be a source of market volatility as Powell and others speak in the week ahead (CNBC)
  18. Jerome Powell on the Pandemic Year: Tools to Avoid a Meltdown and Save Livelihoods (Wall Street Journal)
  19. Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
  20. Elon Musk and Amazon Are Battling to Put Satellite Internet in Your Backyard (Wall Street Journal)
  21. Tom Hanks on the Pandemic Year: Never Play Solitaire Again (Wall Street Journal)
  22. More Than 420 Million Shots Given: Covid-19 Tracker (Bloomberg)
  23. GE Is Finally Trading Its Bankers’ Stripes for a Hard Hat (Bloomberg)
  24. All About Clubhouse, a Gabfest Behind a Velvet Rope (Bloomberg)
  25. Staying Power (DGI)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 74

Article referenced in podcast above:

https://www.hedgefundtips.com/the-fly-like-and-eagle-stock-market-and-sentiment-results/