Be in the know. 50 key reads for Saturday…

  1. Big Pharma Battled the Pandemic. The Stocks Are Cheap. (Barron’s)
  2. These Aerospace Stocks Will Take Flight Soon. Flying Taxis? Not So Fast. (Barron’s)
  3. The pandemic made these cereals cool again (CNN Business)
  4. The value proposition for markets (Financial Times)
  5. Boeing Gets a Brand New 737 MAX Buyer, and the Stock Is Jumping (Barron’s)
  6. U.S. Surpasses 100 Million Covid-19 Vaccines Administered (Wall Street Journal)
  7. The tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016 (CNBC)
  8. Curious Speculations: Collectibles & NFTs (investoramnesia)
  9. As Covid Wanes, the U.S. Economy Could Soar. What That Means for Investors (Barron’s)
  10. Charlie Munger uses these mental tricks (cmqinvesting)
  11. Value Investors Finally Have Reason to Celebrate—for Now (Wall Street Journal)
  12. Fox’s Tubi Made Millions With Reruns. Now It Wants Original Programming (Bloomberg)
  13. Why You Should Be Wary of Claims That the Stock Market Is in a Bubble (Time)
  14. ‘Stimmy’ Is Setting Stage for Next Wave of Retail Stock Frenzy (Bloomberg)
  15. The Renaissance of Pipelines (contrarianedge)
  16. Novavax Stock Jumps on Final Data From U.K. Vaccine Trial (Barron’s)
  17. David Tepper says he’s getting bullish on stocks for a very specific reason (CNBC)
  18. Drive-Throughs That Predict Your Order? Restaurants Are Thinking Fast (New York Times)
  19. What Came Before the $10 Billion Bet on Flying Taxis (Wall Street Journal)
  20. Charlie Munger: How Berkshire got started and became a success (YouTube)
  21. 3D-printed housing developments suddenly take off – here’s what they look like (CNBC)
  22. Higher Rates Won’t Kill the Stock Market. What to Do Now. (Barron’s)
  23. The Tactics People Are Using to Get Their Money Out of China (Bloomberg)
  24. How Non-Fungible Tokens Are Transforming the Art World (Barron’s)
  25. The Booming IPO Market Shows No Signs of Slowing. What Investors Need to Know. (Barron’s)
  26. Eli Lilly Offers More Positive Data on Its Alzheimer’s Drug (Barron’s)
  27. 14 Undervalued Small-Cap Stocks (Morningstar)
  28. Here’s What Wall Street Will Focus on Next Week as Fed Rate Panel Meets (Barron’s)
  29. Bear Warning Seen With Nasdaq 100 Velocity Stalling at 2000 Peak (Bloomberg)
  30. How Israel Became the World Vaccine Leader (Wall Street Journal)
  31. It’s Not Just GameStop. Why These Retro Stocks Are Suddenly Hot. (Barron’s)
  32. How to Play the Valuation Gap Between Growth and Value Stocks (Barron’s)
  33. Covid-19 Rewrote the Rules of Shopping. What Is Next? (Wall Street Journal)
  34. Short Seller Takes Aim at Another EV Maker. Its Stock Is Tumbling. (Barron’s)
  35. China’s Corporate Earnings Set for Biggest Jump in a Decade (Bloomberg)
  36. Bridgewater’s Prince warns on risky assets after bond decline (Financial Times)
  37. China Aims to Vaccinate 70-80% of Population By Mid-2022 (Bloomberg)
  38. Americans with more education are optimistic about the economy. The rest aren’t. (Business Insider)
  39. Why the spiking bond yields driving sharp losses in tech stocks are not a long-term threat to the market, according to one Wall Street chief strategist (Business Insider)
  40. Tech’s Volatility Roller Coaster Is Back at Pandemic-Crash Level (Bloomberg)
  41. Factories Are Gearing Up for a Post-Covid Boom (Bloomberg)
  42. Billionaire and Celebrity Endorsements Lure Retail Investors to the SPAC Craze (Bloomberg)
  43. Everything Hot Is ‘Unwinding’ in $21 Billion of Clean-Power ETFs (Bloomberg)
  44. 50 Companies to Watch in 2021 (Bloomberg)
  45. Vitalik Buterin, Creator of Ethereum, on Understanding Ethereum, ETH vs. BTC, ETH2, Scaling Plans and Timelines, NFTs, Future Considerations, Life Extension, and More (Featuring Naval Ravikant) (#504) (Tim Ferriss)
  46. Investors Panic During Natural Disasters. Who Wins When They Do? (institutionalinvestor)
  47. Investors see ‘gold rush on steroids’ for green battery metals (Financial Times)
  48. For Wall Street, Everybody’s a Post-Covid Winner (Wall Street Journal)
  49. 17 Reasons to Let the Economic Optimism Begin (New York Times)
  50. $100 Billion Has Rotated Back To Value Investing, And More Could Be Coming (ZeroHedge)

Be in the know. 23 key reads for Friday…

  1. Homebuyers Are Heading to Florida During Covid, but Nearly as Many Are Moving Out (Wall Street Journal)
  2. Want a greener world? Don’t dump oil stocks (Financial Times)
  3. JPMorgan says stocks in these sectors will lead markets higher as economy recovers (CNBC)
  4. Oil Giants Prepare to Put Carbon Back in the Ground (New York Times)
  5. Biden Sees Normalcy Returning by Summer as Vaccinations Surge (Bloomberg)
  6. Shell Doubled Oil-Trading Profit to $2.6 Billion Last Year (Bloomberg)
  7. Stockpickers Can Breathe Again as FANGs Stumble (Bloomberg)
  8. Apollo Bets a New Roaring ’20s Will Revive Vegas After Vaccines (Bloomberg)
  9. Apollo Bids $11 Billion For a Different Headache (Bloomberg)
  10. Novavax vaccine 96% effective against original coronavirus, 86% vs British variant in UK trial (CNBC)
  11. China’s GDP growth target of over 6% is easy to reach – and that’s not a bad thing, analysts say (CNBC)
  12. Hyatt Hotels CEO sees ‘clear path to recovery’ after Covid rocked industry (CNBC)
  13. Bill Gates is worried about Bitcoin, other cryptocurrencies for this reason (Fox Business)
  14. The Booming IPO Market Shows No Signs of Slowing (Barron’s)
  15. Things Are Good for Industrial Stocks. A Hidden Dividend Aristocrat Shows Why. (Barron’s)
  16. China’s Antitrust Regulators Fine Tencent, Baidu and 10 Others as Big Tech Crackdown Intensifies (Barron’s)
  17. Here’s how far the Nasdaq could fall if bond yields reach 2% (MarketWatch)
  18. 10 Ways to Play the Oil Rally (Barron’s)
  19. The rotation into cyclical stocks isn’t over, but investors should use volatility to ‘build positions’ in tech, UBS says (Business Insider)
  20. China Lays Plans to Tame Tech Giant Alibaba (Wall Street Journal)
  21. Israeli Strikes Target Iranian Oil Bound for Syria (Wall Street Journal)
  22. Beeple NFT Fetches Record-Breaking $69 Million in Christie’s Sale (Wall Street Journal)
  23. Cash-Out Refinancings Hit Highest Level Since Financial Crisis (Wall Street Journal)

Be in the know. 25 key reads for Thursday…

  1. Norwegian Cruise Line’s (NCLH) Oceania Cruises Records Single Best Booking Day In Company’s History (StreetInsider)
  2. Exclusive: Boeing nears 737 MAX order from Southwest worth billions – sources (StreetInsider)
  3. OPEC raises forecast for 2021 world oil-demand growth (MarketWatch)
  4. Expect More Bank Mergers, Says Citizens Financial CEO (Barron’s)
  5. Apple Tilts to iPhone Playbook for Car as Automaker Talks Stall (Yahoo! Finance)
  6. Covid Became a Pandemic One Year Ago. Normalcy Is Coming Back. (Barron’s)
  7. REITs’ Reversal Shows You Can Win for Losing—at Least in the Short Term (Barron’s)
  8. 10-year Treasury yield ducks below 1.50% after ECB pledges to step up asset purchases (MarketWatch)
  9. Happy 90th birthday to Rupert Murdoch, savior of The Post (New York Post)
  10. Congress Clears $1.9 Trillion Aid Bill, Sending It to Biden (New York Times)
  11. NHL, ESPN announce 7-year agreement beginning next season (Fox Business)
  12. ‘Big Market Delusion’: Rob Arnott Attacks Tesla, Electric Vehicle Industry (Institutional Investor)
  13. Why Investors Will Keep Up a ‘Dash for Trash’ (Institutional Investor)
  14. ECB pledges to step up pace of stimulus to counter market sell-off (Financial Times)
  15. How hedge funds are fuelling the Spac boom (Financial Times)
  16. AMC. Photo courtesy: Camknows via Flickr
  17. AMC Says No Longer In ‘Survival’ Mode With Vaccine Rollout, Big Movie Releases On The Horizon (Benzinga)
  18. Photo by Daniel Romero on Unsplash
  19. Apple Cuts Orders For iPhone 12 Mini By 70% Owing To Lack Of Demand: Report (Benzinga)
  20. Eli Lilly Has More Positive Data on Its Covid-19 Antibody Therapy (Barron’s)
  21. Vir Biotechnology shares surge 50% after COVID-19 antibody drug (made with GlaxoSmithKline) shown to reduce risk of death (MarketWatch)
  22. The Treasury Market Could Soon Get More Love (Wall Street Journal)
  23. Jobless claims fall sharply to lowest level since November (MarketWatch)
  24. The post-pandemic economy will see a new class of growth stocks emerge, Fundstrat’s Tom Lee says (Business Insider)
  25. Biden says he will announce the ‘next phase’ of the U.S. Covid response Thursday (CNBC)