Be in the know. 17 key reads for Sunday…

  1. What 1919 Teaches Us About Pent-Up Demand (NPR Planet Money)
  2. Seasonal Soft Patch Ahead Starting Next Week (Almanac Trader)
  3. Airline Investors Look for Bluer Skies Later This Year (Barron’s)
  4. A new activist takes on Exxon to reverse the oil giant’s underperformance (CNBC)
  5. Tanger Factory Outlet Centers Brings Back Its Dividend (Barron’s)
  6. Concierge Medicine Has Boomed During Covid. Here’s How to Tell if It’s Right for You. (Barron’s)
  7. Parler’s de-platforming shows extreme power of cloud providers like Amazon (CNBC)
  8. Carnival’s Wave Season Should Lift Its Shares (Wall Street Journal)
  9. Behind the Wheel of the 2021 Mustang Mach-E— Ford’s First Fully-Electric Mustang (Maxim)
  10. After Rocky Start, Opportunity Zones Could Boom In 2021 (Forbes)
  11. A THREE-MONTH LOOK AT SECTOR LEADERSHIP SHOWS MORE OPTIMISM — RISING COMMODITY PRICES AND RISING BOND YIELDS HAVE ALSO PLAYED A ROLE (stockcharts)
  12. ECRI Weekly Leading Index Update (advisorperspectives)
  13. After Stock Surge, Investors Ask Companies What’s Ahead (Wall Street Journal)
  14. CRISPR and the Splice to Survive (New Yorker)
  15. Biden Names Top Geneticist Eric Lander as Science Adviser (scientificamerican)
  16. Cowen’s Co-President on Why SPACs Are Having a Moment (Podcast) (Bloomberg)
  17. Lotus and Renault Are Teaming Up to Build an All-Electric Alpine Sports Car (roadandtrack)

Be in the know. 40 key reads for Saturday…

  1. Bank Stocks Could Be Set to Boom Under the Biden Administration (Barron’s)
  2. US banks release billions from reserves foreseeing lower Covid losses (Financial Times)
  3. A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers (Bloomberg)
  4. America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting. (Wall Street Journal)
  5. Why Energy Could Have a Tesla-Like 2021 (Barron’s)
  6. The Dow Dropped Exxon Mobil in August. But as Oil Prices Rise, So Does Its Stock. (Barron’s)
  7. Blankfein Called It, Now the Whole World Is Watching Commodities (Bloomberg)
  8. Defense Challenges Awaiting Biden: From Kim Jong Un to Budgeting (Bloomberg)
  9. Charlie Munger: What Makes a Great Investor (Novel Investor)
  10. We Are What We Remember (Farnam Street)
  11. Wells Fargo records rare profit beat as credit costs fall (New York Post)
  12. Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
  13. JPMorgan posts strong final quarter of 2020, sounds optimistic for 2021 (New York Post)
  14. Xi Jinping asks ex-Starbucks CEO for help with US-China relations (New York Post)
  15. Howard Marks: Something of Value (oaktreecapital)
  16. Which Parts of Biden’s Stimulus Can Get Enacted Fast? (Bloomberg)
  17. U.S. Officials Plead for More Use of Languishing Antibody Drugs (Bloomberg)
  18. GM Working on Expanding Corvette Line With Crossover SUV (Bloomberg)
  19. Warren Buffett blasted Bitcoin as a worthless delusion and ‘rat poison squared.’ Here are his 16 best quotes about crypto. (BusinessInsider)
  20. Bank stocks are market favorites in 2021: Investment strategist (Fox Business)
  21. Biden called his $1.9 trillion relief plan the ‘first step.’ Here’s his idea for Part Two (MarketWatch)
  22. How Joe Biden’s stimulus plan shook up global financial markets (Financial Times)
  23. Kim Jong Un Offers a Rare Sneak Peek at North Korea’s Weapons Program (Wall Street Journal)
  24. Boeing’s Other Big Problem: Fixing Its Space Program (Wall Street Journal)
  25. Have Large-Growth Stocks Peaked? (Morningstar)
  26. LNG rally heralds more volatile gas prices to come (Financial Times)
  27. Bridgerton and the art of power dressing (Financial Times)
  28. Political Conflict & Markets (investoramnesia)
  29. Biden to Face a China Intent on Leading the World in Technology (Bloomberg)
  30. JPMorgan Lending Ratio Falls as Bank Is Flooded With Deposits (Bloomberg)
  31. Investors should avoid bonds: Wharton’s Jeremy Siegel (CNBC)
  32. The Periodic Table of Commodity Returns (2021 Edition) (visualcapitalist)
  33. Biden Proposes Bigger Federal Role in Vaccinations (Wall Street Journal)
  34. FAA Approves Fully Automated Commercial Drone Flights (Wall Street Journal)
  35. China’s Xi Looks to Take Advantage of a Strong Economic Hand (Wall Street Journal)
  36. Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
  37. 3M Stock Is Unloved and Underpriced. Here’s Why It Could Shoot Up Higher. (Barron’s)
  38. Citigroup Beats Profit Expectations for Fourth Quarter (Wall Street Journal)
  39. Why Toll Brothers Is a Play on the ‘Single-Family Supercycle’ (Barron’s)
  40. Biden’s ‘rescue America’ plan is big. How its trillions could help both Wall Street and Main Street (MarketWatch)

Be in the know. 17 key reads for Friday…

  1. JPMorgan’s Wall Street Strength Draws a Record Quarterly Profit (Bloomberg)
  2. Here Are the Major Parts of $1.9 Trillion Biden Relief Plan (Bloomberg)
  3. Banks Boycott! The Energy Report 01/15/2021 (Phil Flynn)
  4. Buy any ‘sell-the-news reactions’ in the banks after earnings, market analyst says (CNBC)
  5. 6 Bank Stocks That Could Stand Out as the Sector Soars (Barron’s)
  6. Brazil’s Stocks Are in the Bargain Basement. Investors Should Start Shopping. (Barron’s)
  7. Value stocks are about to come out of their coma, says index fund powerhouse Vanguard (MarketWatch)
  8. Boeing Has a 787 Problem. But Investors Needn’t Worry. (Barron’s)
  9. With Rare Speed, Gene Editing Emerges as Biotech’s New Cutting Edge (Barron’s)
  10. Apache, Devon Energy, and EOG Are a Few of the Oil and Gas Industry’s ‘Democrat Darlings’ (Barron’s)
  11. Higher Dividend Tax Looks Possible for Top Earners Under Biden Administration (Barron’s)
  12. Delta Looks Toward Recovery After Dark Pandemic Winter (Wall Street Journal)
  13. Investors Find Value in Low-Rated Loans (Wall Street Journal)
  14. Why Finding Workers Is Getting Harder for U.S. Homebuilders (Bloomberg)
  15. U.S. producer prices increase moderately in December (Reuters)
  16. Wells Fargo profit beats Wall Street estimates as credit costs fall (Reuters)
  17. An S.U.V.? Ferrari Sees the Writing on the Road (New York Times)