Be in the know. 15 key reads for Monday…

  1. These Undervalued Stocks Are Set to Beat Pre-Covid Earnings (Barron’s)
  2. J&J’s Vaccine Is Authorized. Here’s What It Means for the Stock. (Barron’s)
  3. 12 Stocks and Funds to Play the Coming Green Boom for Utilities (Barron’s)
  4. U.K. Builders Are Surging. Morgan Stanley Says Government Program to Help Housing Market. (Barron’s)
  5. Iran Rejects Offer of Direct U.S. Nuclear Talks, Ratcheting Up Tension With West (Wall Street Journal)
  6. Biden offers support to Amazon workers attempting to unionize in Alabama (New York Post)
  7. Trump calls on states to address tech monopolies if congress fails to act (New York Post)
  8. 10-year Treasury yield holds below 1.50% as bond market selloff cools (MarketWatch)
  9. How Exxon Could Send Its Stock Even Higher (Barron’s)
  10. Oil prices resume rally ahead of this week’s OPEC+ decision on crude production (MarketWatch)
  11. South Korean exports rise for 4th straight month (MarketWatch)
  12. 5 Industrial Stocks Poised to Benefit From Rising Inflation (Barron’s)
  13. U.S. Enlists Allies to Counter China’s Technology Push (Wall Street Journal)
  14. How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last (Wall Street Journal)
  15. OPEC oil output falls in February on Saudi additional cut – survey (Reuters)
  16. Australian central bank boosts bond purchases after borrowing costs soar (Financial Times)

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)