The Good, the Bad, and the Ugly Stock Market (and Sentiment Results)…

This week I chose the 1966 Italian Spaghetti Western (The Good, the Bad, and the Ugly) as the theme for our article – and it has nothing to do with Mario Draghi becoming the new Prime Minister of Italy. Continue reading “The Good, the Bad, and the Ugly Stock Market (and Sentiment Results)…”

Be in the know. 20 key reads for Wednesday…

  1. The GameStop Phenomenon Is Hardly New. Here’s How a Similar Squeeze Played Out in 1923. (Barron’s)
  2. High-speed traders reap windfall from retail investor boom (Financial Times)
  3. Should Investors Root For Tom Brady Or Patrick Mahomes? (LPL Research)
  4. Meet Andy Jassy, the man taking over Jeff Bezos’ role as Amazon CEO (New York Post)
  5. A Look Back at a Year of Economic Extremes, in 10 Charts (Barron’s)
  6. Golden Globe nominations 2021: See the full list of nominees (New York Post)
  7. Robinhood’s C.E.O. Is in the Hot Seat (New York Times)
  8. The stock market’s bull run will continue despite short-selling in ‘meme’ stocks, UBS says (Business Insider)
  9. A perfect storm is brewing for interest rates to surge, says this bond expert (MarketWatch)
  10. U.S. private payrolls rebounded in January – ADP (Reuters)
  11. As Jeff Bezos steps aside, what comes next for Amazon? (Financial Times)
  12. Kia Shares Surge Overnight After Report Of $3.6 Billion Investment From Apple (ZeroHedge)
  13. How Mario Draghi Could Change Italy—but Also Europe (Barron’s)
  14. ‘Let them trade’: Washington struggles with Robinhood politics (Financial Times)
  15. Hedge-Fund Manager Ackman Raises Bet on Housing in Texas, Hawaii, Las Vegas (Wall Street Journal)
  16. GlaxoSmithKline Will Develop Next-Generation Vaccine With CureVac (Barron’s)
  17. Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says (Barron’s)
  18. Bezos Is Stepping Down as Amazon CEO. Here’s What He Achieved Over 26 Years. (Barron’s)
  19. Here Are 6 Utility Stocks With Reliably Fast-Growing Dividends (Barron’s)
  20. Two Small-Time Investors Were Buying GameStop Stock Before It Was Cool (Wall Street Journal)

Be in the know. 20 key reads for Tuesday…

  1. Groundhog Day 2021: Punxsutawney Phil predicts winter will hang on (New York Post)
  2. Reddit Trades Crumble as GameStop, AMC and Silver Plunge (Bloomberg)
  3. Silver prices plunge after hitting eight-year high (Yahoo! Finance)
  4. Pfizer Just Reported Earnings. Here’s the One Number to Notice. (Barron’s)
  5. Exxon Creates New Low-Carbon Business (Barron’s)
  6. UPS’s Earnings Came in Strong. The Stock Is Rising. (Barron’s)
  7. U.S. Economy Is Expected to Reach Pre-Pandemic Peak by Mid-2021 (Wall Street Journal)
  8. Energy company Baker Hughes is ‘cautiously optimistic’ on the outlook for demand (CNBC)
  9. India’s budget could help lift economic growth above 8% in a couple years, top economic advisor says (CNBC)
  10. ‘Expect results well above consensus’: Here’s what 4 Wall Street banks expect from Amazon’s 4th-quarter earnings report (Business Insider)
  11. Exxon-Chevron Tie-Up Not as Crazy as It Sounds (WallStreetJournal)
  12. GameStop Day Traders Are Moving Into SPACs (Wall Street Journal)
  13. Why the WallStreetBets crowd isn’t scaring JPMorgan or Goldman away from stocks (MarketWatch)
  14. Opinion: Short-sellers were pulling back even before Reddit’s GameStop squeeze (MarketWatch)
  15. Here’s what’s in the $600 billion relief plan from 10 Republican senators (MarketWatch)
  16. Wintry Weather Lifts Natural-Gas Prices (Wall Street Journal)
  17. Tracking Joe Biden’s Cabinet Nominees (Bloomberg)
  18. Biden’s Stimulus Hopes May Depend on ‘Reconciliation’ (Bloomberg)
  19. Dallas Fed President Kaplan stresses need for more spending to keep economic recovery going (CNBC)
  20. WTI Crude Hits $55, A One-Year High After Mixed OPEC Data (ZeroHedge)