Be in the know. 15 key reads for Friday…

  1. Eurozone and UK business activity slows sharply as lockdowns take toll (Financial Times)
  2. Schlumberger echoes rivals’ oil recovery predictions after results beat (Yahoo! Finance)
  3. Here’s another sign that markets have gone nuts and everyone is chasing everything (MarketWatch)
  4. Biden administration suspends new oil, gas drilling permits on federal land (MarketWatch)
  5. Markets Are Convinced: The Fed Won’t Come for the Punch Bowl (Wall Street Journal)
  6. The Dollar’s Next Move Could Be Up (Barron’s)
  7. 3 Reasons Coke’s Tax Problems Might Not Be So Bad After All (Barron’s)
  8. From ‘unloved’ to ‘favorite,’ Britain’s stock market rides a wave. (New York Times)
  9. Warren Buffett’s right-hand man flags a ‘speculative frenzy’ in the stock market and bemoans the lack of bargains in a new shareholder letter (Business Insider)
  10. Here’s What NatGas Bulls Are Betting On In The Next Month (ZeroHedge)
  11. Oil’s Hired Hands See Spending Recovery Everywhere Except Home (Bloomberg)
  12. Housing Market Stays Tight as Homeowners Stay Put (Wall Street Journal)
  13. Lilly Antibody Drug Prevents Covid-19 in Nursing Homes, Study Finds (Wall Street Journal)
  14. Dark Days Ahead. The Energy Report 01/22/2021 (Phil Flynn)
  15. Bank Heavyweights Help Financial ETF Set Record (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Baupost’s Seth Klarman compares investors to ‘frogs in boiling water’ (Financial Times)
  2. Biden Administration Sets Out Detailed Plan for Virus Battle (Barron’s)
  3. Morgan Wallen Tops Charts Driving Surge in Country Music Streaming (Wall Street Journal)
  4. 6 Stocks to Buy for the Next Oil-Price Surge (Barron’s)
  5. ECB Stays Put, Stands Ready to Do More (Barron’s)
  6. Jim Chanos still shorting Tesla, just more cautiously (New York Post)
  7. President Biden’s Tech To-Do List (New York Times)
  8. Biden won’t let up tough scrutiny of Big Tech (USA Today)
  9. DuckDuckGo search engine increased its traffic by 62% in 2020 as users seek privacy (USA Today)
  10. ‘Ready to serve’: Vice President Kamala Harris steps into history (USA Today)
  11. Fossil Fuel Follies. The Energy Report 01/21/2021 (Phil Flynn)
  12. Berenberg Upgrades Boeing On 737 Max Prospects (Benzinga)
  13. Higher inflation is coming and it will hit bondholders (Financial Times)
  14. Kinder Morgan beats estimates, flags concerns on spending by shale producers (Yahoo! Finance)
  15. Renewables Stocks Have Boomed. Some Have Gone Too Far, Too Soon. (Barron’s)
  16. New-home construction activity soars to highest level in over a decade, as builders rush to produce single-family homes (MarketWatch)
  17. Factory activity surges in Mid-Atlantic region in January (MarketWatch)
  18. Procter & Gamble Gets Shoppers to Pay Up (Wall Street Journal)
  19. Restaurants Get Sales Lift From Latest Stimulus Checks (Wall Street Journal)
  20. Commercial Real Estate Debt Sustained by Central Bank Bond Buying (Wall Street Journal)

The “Amazing Grace” Stock Market (and Sentiment Results)…

This week we had a DEMOCRAT President invite a Country Singer (Garth Brooks) to sing at his Inauguration Ceremony, and a REPUBLICAN President pardon a Rapper (Lil Wayne).  THAT is what makes America Great.

We have a lot more that brings us together than separates us in America.  As a fan of both Country and Rap music, I can comfortably say – we’re going to be okay… Continue reading “The “Amazing Grace” Stock Market (and Sentiment Results)…”