Be in the know. 30 key reads for Sunday…

  1. Warren Buffett Defends Berkshire Hathaway’s $25 Billion in Buybacks (Wall Street Journal)
  2. Great-Grandma Who’s a Dodge Superfan Still Drag Races for Fun (thedrive)
  3. House passes $1.9tn Covid stimulus package (Financial Times)
  4. Maserati’s New 630 HP MC20 Is the Marque’s First Supercar in Nearly Two Decades (Robb Report)
  5. Cold weather results in near-record withdrawals from underground natural gas storage (EIA)
  6. Pfizer Vaccine Curbs COVID Transmissions in Israel by Nearly 90% (Futurism)
  7. Texas natural gas production fell by almost half during recent cold snap (EIA)
  8. Free of IPO Constraints, SPACs Can Make ‘Absurd’ Financial Projections — And This Hedge Fund Manager Says The Fallout Is Coming (InstitutionalInvestor)
  9. Technology & The Financial Printing Press (OSAM)
  10. ‘Excessive stimulus’ puts value stocks on track to outperform growth over next 4 years, says Stifel’s Bannister (MarketWatch)
  11. Howard Marks: ETNow (Oaktree Capital)
  12. Our Ultimate Stock-Pickers’ Top 10 High-Conviction Purchases (Morningstar)
  13. Cruise operators see brighter horizon as vaccines spur bookings (Financial Times)
  14. Treasury yields fall after savage bond sell-off abates (Financial Times)
  15. Buffett warns of ‘bleak future’ for debt investors (Financial Times)
  16. The art insider’s guide to Italy (Financial Times)
  17. US removes stumbling block to global deal on digital tax (Financial Times)
  18. Charlie Munger, Vice Chairman of Berkshire Hathaway, speaks at the Daily Journal Annual Meeting (Yahoo! Finance)
  19. Historically High Froth in Speculative Stocks (quantifiableedges)
  20. Opinion: Most investors don’t like accelerating inflation — but this one group does (MarketWatch)
  21. Recent Typical March Trading: Strength Early & After Mid-Month (Almanac Trader)
  22. Americans of All Stripes Are Flush With Cash (Wall Street Journal)
  23. During COVID, e-sports have been big business (Fortune)
  24. If you haven’t followed NFTs, here’s why you should start (techcrunch)
  25. 2022 Land Rover Defender Gets Beastly 518-Horsepower V8 (mensjournal)
  26. To Prevent Blackouts from Happening Again, Texas Should Go Nuclear (manhattan-institute)
  27. Mexico’s Long War: Drugs, Crime, and the Cartels (CFR)
  28. The Florida Panthers Haven’t Made A Real Playoff Run In Decades. That Could Change This Year. (538)
  29. The Feynman Learning Technique (Farnam Street)
  30. What’s Behind the Boom in Agricultural Commodities (Podcast) (Bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Utilities Offer Yield and a Way to Play Green Energy. And Their Stocks Are Cheap. (Barron’s)
  2. Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders (Berkshire Hathaway)
  3. Biden Won’t Penalize Saudi Crown Prince Over Jamal Khashoggi’s Killing (New York Times)
  4. How Brazil Could Boost Its Market After Petrobras Shake-Up (Barron’s)
  5. 3 Ways Jane Fraser Can Fix Citigroup—and Why the Stock Is a Buy (Barron’s)
  6. Three Charts You Need to See (LPL Research)
  7. General Dynamics, ManTech and Northrop Grumman awarded $4.45B AF contract (TheFly)
  8. Here’s what one hedge fund trader says happened in Thursday’s bond-market tantrum, which sent the 10-year Treasury yield to 1.60% (MarketWatch)
  9. Explainer: Why rising rates are unsettling Wall Street (New York Post)
  10. Buffett’s Berkshire Snaps Up Record $24.7 Billion of Own Stock (Bloomberg)
  11. U.S. to Impose Sweeping Rule Aimed at China Technology Threats (Wall Street Journal)
  12. Roblox Looks to Expand Its Tween Empire to Middle-Aged Workers (Bloomberg)
  13. Musk Says Nickel Is ‘Biggest Concern’ For Electric-Car Batteries (Bloomberg)
  14. Paul Singer Warns of Trouble, and Is Eager to Say ‘Told You So’ (Bloomberg)
  15. A worryingly large number of US stocks are expensive, crowded, and pose a downside risk to the S&P 500, says Bank of America (Business Insider)
  16. FDA Committee Votes in Favor Of Johnson & Johnson’s Covid-19 Vaccine (Barron’s)
  17. The TikTok ‘Hit It, Get It’ Stock Market (SeekingAlpha)
  18. Boost to Household Income Primes U.S. Economy for Stronger Growth (Wall Street Journal)
  19. Fingering Saudi Crown Prince in Khashoggi Killing Without Punishing Him, Biden Seeks to Reshape Ties to Riyadh (Wall Street Journal)
  20. The economy is heating up again and it’s good news for millions of unemployed (MarketWatch)

 

Be in the know. 15 key reads for Friday…

  1. These 8 Value Stocks Will Benefit From an Economic Recovery (Barron’s)
  2. Flying Cars, of a Sort, Are Coming. There Are Two Stocks for That. (Barron’s)
  3. US Strikes Iran-backed Militias In Syria In Biden First (Barron’s)
  4. So long, there-is-no-alternative trade. What should investors do now? (MarketWatch)
  5. Pfizer vaccine can reduce transmission after 1 dose, new study finds (MarketWatch)
  6. Texas freeze helps rival oil exporters like Saudi Arabia, may influence OPEC (CNBC)
  7. Post-Covid-19, Shipping Tailwinds Will Still be Strong (Wall Street Journal)
  8. Khashoggi killing report will test US-Saudi relations (Financial Times)
  9. Charlie Munger: It’s ‘absolute insanity’ to think owning 100 stocks instead of five makes you a better investor (Yahoo! Finance)
  10. Risk-Parity Quants Hammered by Stocks and Bonds Moving Together (Bloomberg)
  11. Boost to Household Income Primes Economy for Growth (Wall Street Journal)
  12. Pfizer and BioNTech Studying Third Covid-19 Vaccine Dose to Fight New Strains (Wall Street Journal)
  13. Global Trade Roars Back From Depths of Covid-19 Pandemic (Wall Street Journal)
  14. Rare Bond-Market Inversion Signals Short-Lived Boost to Inflation (Wall Street Journal)
  15. U.S. consumer spending rebounds in January (Reuters)

Be in the know. 30 key reads for Thursday…

  1. Highlights from Charlie Munger at the Daily Journal Annual Meeting (Yahoo! Finance)
  2. You May Not Want It. The Energy Report 02/25/2021 (Phil Flynn)
  3. As the vaccine rollout gathers pace, this could be the ‘trade of the decade’ (MarketWatch)
  4. Nothing Lucid About a $57 Billion Valuation for an Electric-Vehicle Startup (Wall Street Journal)
  5. Big Banks Love Rising Interest Rates: 4 Dividend Stocks to Buy Now (24/7 Wall Street)
  6. DoorDash Investors Should Relish Their Feast (Wall Street Journal)
  7. U.S. Food and Drug Administration Analysis of Johnson and Johnson Vaccine Finds Safe and Effective—EUA Anticipated Soon (trialsitenews)
  8. Pfizer Will Test Third Dose of Vaccine to Protect Against Variants (Barron’s)
  9. A New Oil Dividend Trend Could Pay Off for Investors (Barron’s)
  10. A new wave of fearless retail investors could be ready to pour $170 billion into stocks, says Deutsche Bank (MarketWatch)
  11. Dividends Could Rise 5% in a Rebound Year, Helped by More Special Payouts (Barron’s)
  12. Here are 3 reasons that the stock market can survive rising bond yields in 2021 (MarketWatch)
  13. Opinion: These 15 companies are run in a Warren Buffett-like way (MarketWatch)
  14. Paramount+ promises a ‘Godfather’ streaming series and a ‘Frasier’ reboot. (New York Times)
  15. Losing Bid for Postal Contract Proves Costly for Electric-Vehicle Maker (New York Times)
  16. UBS Upgrades AstraZeneca (AZN:LN) (AZN) to Buy on ‘Much Cleaner Pro-Forma Profile’ (Street Insider)
  17. Charlie Munger Talks Bitcoin, SPACs And GameStop Mania: ‘It Must End Badly, But I Don’t Know When’ (Benzinga)
  18. Boeing Trying To Resume Max 737 Flights In Asia: Report (Benzinga)
  19. Powell pulls his punches on benefits of more fiscal stimulus (Financial Times)
  20. Inflation fears rattle global bond markets (Financial Times)
  21. Buffett’s Letter to Break Months of Silence Amid Tumult in U.S. (Bloomberg)
  22. SPAC and ESG Fads on Collision Course With Billions at Stake (Bloomberg)
  23. Cathie Wood’s Tesla Noise Is Deafening Investors (Bloomberg)
  24. Chevron CEO on modern leadership: You can’t be afraid to make yourself heard (CNBC)
  25. Australia passes law to make Google, Facebook pay for news (USA Today)
  26. J&J’s Covid-19 Vaccine Is Safe and Effective, FDA Says, Paving Way for Approval (Wall Street Journal)
  27. Israeli Study Finds Pfizer Shot Equally Effective for Young and Old (Wall Street Journal)
  28. Saudi Arabia Borrows at Negative Rates for First Time as Oil Recovers (Wall Street Journal)
  29. Why Higher Rates Are Hammering Big Tech (Wall Street Journal)
  30. Yellen describes vaccines as global economy’s ‘strongest stimulus’ in G-20 letter (MarketWatch)

The TikTok “Hit It, Get It” Stock Market (and Sentiment Results)…

This week we chose an unconventional song to embody the theme of our article (and the Stock Market).  It comes from a trending song on TikTok with the following lyrics: Continue reading “The TikTok “Hit It, Get It” Stock Market (and Sentiment Results)…”