Hedge Fund Tips

1. Wells Fargo upgraded to Outperform from Neutral at Credit Suisse (TheFly)
2. Parts of the market are in a bubble, but they pose low risk to the S&P 500, Goldman says (CNBC)
3. Biden’s Bull Market. The Energy Report 01/25/2021 (Phil Flynn)
4. GE Reports Earnings Tuesday. Why This Print Matters More Than Most. (Barron’s)
5. Value Stocks Have Started Lagging Growth. Why the Trade Isn’t Dead. (Barron’s)
6. Goldman Sachs is super bullish about a recovery this year. But here’s what could go wrong (MarketWatch)
7. China Is Seeking a Summit With the U.S. Here’s What That Could Mean. (Barron’s)
8. Nancy Pelosi’s Husband Bought Stock Options in Apple, Tesla, and Disney (Barron’s)
9. 28 Undervalued European Stocks Set to Beat Pre-Covid Earnings in 2021 (Barron’s)
10. Small-Investor Surge Shows No Sign of Slowing (Wall Street Journal)
11. China’s Economy Overtaking the U.S. Will Be Harder Than It Looks (Wall Street Journal)
12. For Oil Servicers, Adversity Spells Opportunity (Wall Street Journal)
13. Nasal spray that blocks COVID-19 could be available by summer: report (New York Post)
14. Dalio Calls for Bipartisan Solution to Post-Pandemic Recovery (Bloomberg)
15. AMC Says Bankruptcy ‘Off the Table’ After Raising Financing (Bloomberg)
16. This Chart Should Assuage Fears of a Housing Bubble (Bloomberg)
17. BofA Securities Upgrades Schlumberger (SLB) to Buy on Confidence in Intl Inflection (Street Insider)
18. Oxford’s PRINCIPLE Trial: Bringing Ivermectin Directly into the Developed World in the Battle Against COVID-19 (trialsitenews)
19. Biden set for ‘buy American’ push to boost domestic manufacturing (Financial Times)
20. Emerging markets attract $17bn of inflows in first three weeks of 2021 (Financial Times)
21. Is value investing back from the dead? (Financial Times)
22. 4 Energy MLPs to Buy for 2021 That Pay Massive Dividends (247wallst)
23. China Flies Warplanes Near Taiwan in Show of Force, Prompting U.S. Warning (Wall Street Journal)
24. Manufacturing Rebound Has Suppliers Struggling to Keep Up (Wall Street Journal)
25. Nasdaq hits record high on big hopes for big-tech earnings (Reuters)

Oil Players put out Carbon/ESG Plans to attract Institutional Investors back into the fold (Important Point Covered in this Week’s VideoCast):

1. Occidental Petroleum Claims Green Push ‘Does More Than Tesla’ (hartenergy)
2. ExxonMobil is doing its part to address the dual challenge of ensuring the world has the energy it needs while also minimizing climate-change risks (ExxonMobil)
3. We’re charged up: Canada’s Electric Highway (Suncor)
4. BP sets ambition for net zero by 2050, fundamentally changing organisation to deliver (BP)
5. Shell unveils plans to become net-zero carbon company by 2050 (The Guardian)

SUNDAY READS:

1. February Almanac: Worst S&P 500 Month of Post-Election Years (Almanac Trader)
2. The U.N. Says America Is Already Cutting So Much Carbon It Doesn’t Need The Paris Climate Accord (Forbes)
3. 12 Best Utility Stocks To Buy Now (insidermonkey)
4. Opinion: Electric Cars’ Looming Recycling Problem (undark)
5. How Mat Ishbia Cashed In On The Biggest SPAC Ever: From Benchwarmer To $13 Billion (Forbes)
6. The EV Bubble spreadsheet: update uno (Financial Times)
7. For Oil Servicers, Adversity Spells Opportunity (Wall Street Journal)
8. Auto Investors Are Doing the Charleston (Wall Street Journal)
9. Here’s What’s In The Two New Covid Relief Executive Orders Biden Just Signed (Forbes)
10. 3 Reasons The Major Bank Stocks Should See Better Returns (Forbes)
11. The NHL’s Highest-Paid Players 2021 (Forbes)
12. U.S. factory activity near 14-year high; home sales rise in December (Reuters)
13. ECRI Weekly Leading Index Update: WLI Highest Since Jan 2020 (advisorperspectives)
14. Here are Larry King’s 10 most memorable interviews (New York Post)
15. 5 Must-See Blockbuster Movies Coming Out in 2021 (Men’s Journal)
16. this meme-generator puts bernie sanders anywhere on google street view (designboom)
17. UFC 257: Where does Conor McGregor go from here? (espn)
18. 10 free online classes from Harvard to learn something new (Mashable)
19. Nobody — And We Mean Nobody — Was Consistently Great Like Hank Aaron (538)
20. 9 Heavy-hitting Facts About the Greatest, Muhammad Ali (howstuffworks)
21. The Glorious Fish and Chips at Dame (New Yorker)
22. Why the Cost of Shipping Goods From China Is Soaring (Podcast) (Bloomberg)
23. Sotheby’s is Selling the Ultimate Renaissance Painting (Town & Country)
24. Inside Ford’s Plans to Become an EV Leader (Road and Track)
25. Bullish Stock Bets Explode as Major Indexes Repeatedly Set Records (Wall Street Journal)

1. 28 Barron’s Roundtable Picks to Beat the Market (Barron’s)
2. SpaceX Wants to Drill for Natural Gas in Texas (Futurism)
3. Edward Burns Returns to Long Island with ‘Bridge and Tunnel’ (New York Times)
4. Michael Phelps and Grant Hackett — Two Legends on Competing, Overcoming Adversity, Must-Read Books, and Much More (#494) (Time Ferriss)
5. Why You Should Practice Failure (Farnam Street)
6. CEO Actions Are More Optimistic Than Their Words (Bloomberg)
7. Israel finds single dose gives high resistance (Financial Times)
8. India’s Domestic Aviation Operations Nearing Pre-Covid Levels (Bloomberg)
9. Biden’s China Policy Will Look Different From Trump’s (Barron’s)
10. The Market Is Ignoring Coming Tax Hikes (Barron’s)
11. It’s the Year of Digital Infrastructure. Here Are 4 Stocks to Buy. (Barron’s)
12. The Best Investors of All Time (woodlockhousefamilycapital)
13. Why Biden Shouldn’t Let the Federal Debt Deter a Spending Spree (Barron’s)
14. The Dollar’s Next Move Could Be Up (Barron’s)
15. MGM Stock Is Still a Good Bet, Despite Failure to Buy Entain (Barron’s)
16. Roblox’s Stock Listing and the Boom Market in Desperate Parents (Barron’s)
17. Get ready for Apple’s first $100 billion quarter in history (MarketWatch)
18. AT&T earnings to kick off a defining year for telecom giant (MarketWatch)
19. All of President Biden’s key executive orders — in one chart (MarketWatch)
20. Surging Grain Prices Fuel Surprise Farm Recovery (Wall Street Journal)
21. Elon Musk says he’ll award $100M to the best carbon capture technology (New York Post)
22. Google reaches agreement to pay French publishers for content (New York Post)
23. Google threatens to shut down search engine in Australia over news law (New York Post)
24. U.S. Business Activity Gains at Start of Year (Wall Street Journal)
25. U.S. Existing-Home Sales Reach Highest Level in 14 Years (Wall Street Journal)
26. Biden team warns there is ‘no substitute’ for $1.9tn stimulus bill (Financial Times)
27. Chinese purchases of US exports fall far behind trade deal pledge (Financial Times)
28. Markets love the colour of Biden’s money (Financial Times)
29. Emerging markets attract $17bn of inflows in first three weeks of 2021 (Financial Times)
30. The stock market is at or near the most-expensive levels ever by most measures. When will it matter? (CNBC)
31. Biden Wants to Raise Taxes, Yet Many Trump Tax Cuts Are Here to Stay (New York Times)
32. Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
33. 3 Inexpensive Stocks with Sturdy Dividends (Morningstar)
34. A Confluence of Influence (investoramnesia)
35. Stocks That Have Paid Uninterrupted Dividends Since 1895 (dividend-growth-stocks