Be in the know. 20 key reads for Friday…

  1. Treasury Secretary Janet Yellen makes push for major stimulus, sees bigger risk in not doing enough (CNBC)
  2. We’ll Have Herd Immunity by April (Wall Street Journal)
  3. Why 5 Buy-Rated Energy Stocks May Have Much Higher Upside Potential (24/7 Wall Street)
  4. FirstEnergy says activist investor Carl Icahn looking to buy stake (Yahoo! Finance)
  5. Millennium emerges as top hedge fund investor in Spacs (Financial Times)
  6. Single Dose of Pfizer Vaccine Is 85% Effective, Study Shows (Barron’s)
  7. Novavax Unveils Potentially Huge Deal to Supply Vaccines (Barron’s)
  8. The Big Oil Stocks That Goldman Says Have up to 50% Upside Ahead of a Global Recovery (Barron’s)
  9. Hedge funds on the lookout: ‘they don’t want to get burned’, says analyst as GameStop-style short interest falls (MarketWatch)
  10. Fluor Is Engineering a Turnaround. Its Stock Could Soar 80%. (Barron’s)
  11. ‘I am not a cat’: GameStop hearing provides drama and humor (USA Today)
  12. Pfizer says vaccine can be stored in normal freezer temperatures: Latest COVID-19 updates (USA Today)
  13. Can Allbirds Live Up to Its $1 Billion Valuation? (Bloomberg)
  14. Billionaire Peterffy Says N.Y. Rich in Florida Are There to Stay (Bloomberg)
  15. Billionaire investor Bill Gross made $10 million betting against GameStop — after he was down $15 million at one point (Business Insider)
  16. Walgreens to start receiving 480,000 COVID-19 vaccine doses a week (MarketWatch)
  17. How Redditors Find the Next GameStop Stock (Wall Street Journal)
  18. Clubhouse and Twitter Spaces: The New Way to Play, Network and Escape Video Calls (Wall Street Journal)
  19. Leon Cooperman Calls for Reinstating the Uptick Rule (Bloomberg)
  20. Shipping Container Shortage Gives Commodity Prices Extra Boost (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Wells Fargo stock extends surge after Wall Street’s lone bear said it’s no longer a sell (MarketWatch)
  2. Mercedes Owner Daimler Says Profit Surged 48% in 2020 on High Demand for Premium Vehicles, Will Spin-Off and List its Daimler Truck Division (StreetInsider)
  3. VIX Outlook ‘Less Controversial’ Going Forward After Dipping Below 20 for the First Time in 255 Days – UBS (StreetInsider)
  4. Hedge funds, Robinhood face grilling by Congress over GameStop Reddit rally (StreetInsider)
  5. U.S. weekly jobless claims unexpectedly rise (Reuters)
  6. Food Prices Continue to Rise. Expect Bigger Grocery Bills. (Barron’s)
  7. GE CEO Larry Culp Is Talking About 2021. Cash Flow Is the Key. (Barron’s)
  8. U.S. Retail Sales Rose Strongly on Stimulus in January (Wall Street Journal)
  9. Should AT&T Or Verizon Try To Acquire Nokia In 2021? (Yahoo! Finance)
  10. Dogecoin Has a Top Dog Worth $2.1 Billion (Wall Street Journal)
  11. Oil Prices Are Up, but Frackers Stay on the Sidelines—for Now (Wall Street Journal)
  12. Wells Fargo’s $8 Billion Question: How to Slash Costs Without Angering Regulators (Wall Street Journal)
  13. McLaren’s $258,000 Hybrid Boasts Blazing Speed (Bloomberg)
  14. U.S. Housing Starts Fell in January for First Time Since August (Bloomberg)
  15. Music Mogul Buys Beach Boys Songs, Calling Band ‘Underappreciated’ (Bloomberg)
  16. Bob Pisani explains how ‘payment for order flow’ works (CNBC)
  17. Walmart shares fall on earnings miss, retailer sees sales growth slowing (CNBC)
  18. How Lamborghini learned to love the SUV (CNBC)
  19. No Pandemic Sugar Rush for Nestlé (Wall Street Journal)
  20. Robinhood heads to the Hill: What to watch at the Congressional hearing (Financial Times)

The “Roaring Kitty” Stock Market (and Sentiment Results)…

By now, everyone knows about Keith Gill (aka Roaring Kitty aka Deep F**king Value).  He’s the guy who put out a relatively solid fundamental thesis on GameStop and got it more “right” than anyone could have anticipated.  Continue reading “The “Roaring Kitty” Stock Market (and Sentiment Results)…”