Be in the know. 30 key reads for Tuesday…

  1. Powell says inflation is still ‘soft’ and the Fed is committed to current policy stance (CNBC)
  2. 6 Inexpensive Stocks for Market Contrarians (Barron’s)
  3. World’s Largest Hedge Fund Manager Warns Emerging Tech Stocks In “Extreme Bubble” (ZeroHedge)
  4. Tesla Stock Is in a Bear Market. It’s Taking Other EV Stocks With It. (Barron’s)
  5. Consumer Demand Snaps Back. Factories Can’t Keep Up. (Wall Street Journal)
  6. Tech Stocks Outside U.S. Also Hammered as Interest Rates Rise (Barron’s)
  7. Roblox Sets Date to Go Public Through a Direct Listing (Barron’s)
  8. Carl Icahn Charges Up FirstEnergy Stock (Barron’s)
  9. The Reflation Trade Is Well Underway. How Long Can Investors Keep Smiling? (Barron’s)
  10. U.S. Consumers Have Spending Power. Here Are 11 Retail Stocks to Play the Economic Recovery. (Barron’s)
  11. How Much Do Central Banks Fear the Bond Toddler? (Bloomberg)
  12. Analysis: How rich is Saudi Arabia? Kingdom does the math in balance sheet overhaul (Reuters)
  13. Fed’s Powell heads to Congress with economy at a crossroads (Reuters)
  14. Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank (Bloomberg)
  15. House committee clears $1.9T COVID relief package (FoxBusiness)
  16. The Energy Report 02/23/2021 (Phil Flynn)
  17. When is stimulus too much for markets? (Financial Times)
  18. Re-opening trades keep ripping: Morning Brief (Yahoo! Finance)
  19. US Home Prices Accelerate At Fastest Pace Since 2014 (ZeroHedge)
  20. BofA hikes 2021 Brent price view by $10/bbl on strong oil balances (Reuters)
  21. AMC Stock Jumps as New York City Says Cinemas Can Reopen (Barron’s)
  22. Historic Gains in Small Stocks Highlight Investor Exuberance (Wall Street Journal)
  23. More Than 209 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg)
  24. Astra Antibody Trials Show Promising Signs Against Variants (Bloomberg)
  25. Oil and Gas Industry ‘Demonized,’ Novatek Says: IP Week Update (Bloomberg)
  26. Indian billionaire says the country’s regulators need to ‘step in and ban bitcoin’ (CNBC)
  27. Churchill Capital Corp IV plunges 35% after Lucid Motors strikes SPAC deal to go public with a $24 billion valuation (Business Insider)
  28. A tangled market web of Tesla-bitcoin-ARK Investment could spell trouble for investors, warns strategist (MarketWatch)
  29. F.C.C. Broadband Plan Includes $50 Monthly Subsidy for Millions (New York Times)
  30. Australia, Facebook agree to lift news ban (USA Today)

Be in the know. 15 key reads for Monday…

  1. Gas Surges Above $3 In These States as Oil Prices Jump (24/7 Wall Street)
  2. If Inflation Is Coming, These Stocks Will Benefit the Most (Barron’s)
  3. Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s)
  4. Four Things to Know About the Housing Market in 2021 (Barron’s)
  5. Blue-Collar Jobs Boom as Covid-19 Boosts Housing, E-Commerce Demand (Wall Street Journal)
  6. Bond Selloff Prompts Stock Investors to Confront Rising Rates (Wall Street Journal)
  7. Why an Animated Flying Cat With a Pop-Tart Body Sold for Almost $600,000 (New York Times)
  8. Canada To Follow Australia’s Lead In Charging Facebook For Links (ZeroHedge)
  9. The 20th Annual Rich List, the Definitive Ranking of What Hedge Fund Managers Earned in 2020 (Iinstitutional Investor)
  10. Biden’s $1.9 Trillion Stimulus Plan Enters Three-Week Congress Dash (Bloomberg)
  11. Strategists Pick Commodities as a Favorite Way to Play Reflation (Bloomberg)
  12. Wall Street Is Inflation-Proofing Its Debt-Market Portfolios (Bloomberg)
  13. Exxon Pushed for Net-Zero Goal by Activist Shareholder (Bloomberg)
  14. Bubble Warnings Go Unheeded as Everyone Is a Buyer in Stocks (Yahoo! Finance)
  15. The Four Basic Truths of Macroeconomics (Bloomberg)
  16. This strategist lists 7 reasons that stocks are a buy even as bond yields climb (MarketWatch)
  17. General Electric (GE) PT Raised to $15 After Goldman Sachs Hosts Virtual NDR (StreetInsider)

Be in the know. 12 key reads for Sunday…

  1. Smartphone sales have dropped two calendar years straight for the first time, according to Gartner. (CNBC)
  2. Inflation Angst Is About to Rewrite the Stock Market Playbook (Bloomberg)
  3. The Transcript 02.15.2020 (theweeklytranscript)
  4. ‘Trillions’ Are the New Billions: How the Federal Budget Grew Detached from Reality (manhattan-institute)
  5. Facebook pulled the trigger on Australian news — and shot itself in the foot (thenextweb)
  6. How Mathematician Katherine Johnson Helped Make Human Space Flight Possible (Robb Report)
  7. Is A/D Line Signally Late-February Weakness? (Almanac Trader)
  8. Bugatti Reveals $8.8 Million, 1,600-HP Centodieci Hypercar (Maxim)
  9. form follows aerodynamics with the all-new mclaren artura hybrid supercar (designboom)
  10. Bitcoin and ethereum prices ‘seem high,’ says Musk (Reuters)
  11. From Tokyo to Texas, Forbes Travel Guide’s New Five-Star Hotels For 2021 (Forbes)
  12. David Lynch’s Industrious Pandemic (The New Yorker)

Be in the know. 25 key reads for Saturday…

  1. Oracle Is Turning Into a Cloud Giant. Why Its Stock Is a Buy. (Barron’s)
  2. Asset managers rush to shore up portfolios against inflation (Financial Times)
  3. Top 100 places to eat in the US in 2021, according to Yelp (USA Today)
  4. Some Covid-19 Vaccines Are Effective After One Dose, Can Be Stored in Normal Freezers, Data Show (Wall Street Journal)
  5. JPMorgan still thinks the S&P 500 can rally another 12% this year as US consumer spending explodes for these 7 reasons (Business Insider)
  6. ‘Green bubble’ warnings grow as money pours into renewable stocks (Financial Times)
  7. Why This Bull Market Shows No Sign of Ending Soon (Barron’s)
  8. Warren Buffett’s Letter to Shareholders Is Coming. What Investors Want to See. (Barron’s)
  9. BDCs Yield Around 9%, but Their Quality Varies. Here’s How to Judge Them. (Barron’s)
  10. What Gene Editing Can Do for Humankind (Wall Street Journal)
  11. U.S. stock-market investors are already betting on an infrastructure spending spree (MarketWatch)
  12. Yes, Rates Are Rising. But Equity Investors Don’t Seem to Care. (Barron’s)
  13. Tech Valuations Are Getting Scary. Here’s How We Know. (Barron’s)
  14. Bank Stocks Are Getting Hot. They Still Have Room to Run. (Barron’s)
  15. The Doves Are in Charge Again. What That Means for Interest Rates (Barron’s)
  16. The Argument for the Reborn Chesapeake Energy (Barron’s)
  17. Carl Icahn Charges Up FirstEnergy Stock (Barron’s)
  18. Biden Says He’s Open to Making His $1.9 Trillion Aid Plan ‘Cheaper’ (Barron’s)
  19. Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s)
  20. ‘Big Short’ investor Michael Burry says ‘prepare for inflation’ – and warns bitcoin and gold might be at risk (Business Insider)
  21. How Carl Icahn could create value with this health company, which has many valuable businesses (CNBC)
  22. Katie Haun on the Dark Web, Gangs, Investigating Bitcoin, and The New Magic of “Nifties” (NFTs) (#499) (Tim Ferriss)
  23. Investors, Don’t Succumb To The Fear Of Missing Out (Forbes)
  24. What Gene Editing Can Do for Humankind (Wall Street Journal)
  25. Why Your Wild Trading Ideas Feel So Right (Wall Street Journal)