Be in the know. 15 key reads for Thursday…

  1. Wells Fargo upgraded to Buy with $38 price target at Jefferies (TheFly)
  2. Walgreens shares rise after its earnings top estimates, fueled by higher drug sales (CNBC)
  3. Despite the Chaos, Banks Are Looking Up. How to Play the Trade. (Barron’s)
  4. NYC Restaurant Week is back — with a take-out only menu (New York Post)
  5. Roblox Decides to Go Public Through a Direct Listing (Barron’s)
  6. U.S. 10-year Treasury yield extends climb above 1% as markets eye fiscal stimulus prospects (MarketWatch)
  7. Walgreens Boots to Sell Pharmacy Wholesale Unit to AmerisourceBergen (Wall Street Journal)
  8. Crispr Gene-Editing Treatment Could Point Way to Fix for Deadly Aging Disease (Wall Street Journal)
  9. How Netflix’s ‘Cobra Kai’ Turned an ‘Artifact of the ’80s’ Into a Star (Wall Street Journal)
  10. Banks Still Have Cards to Play in Payments Race (Wall Street Journal)
  11. Wells Fargo (WFC) Announces Termination of AML-Related Consent Order (StreetInsider)
  12. Small-caps and value shine on Wall Street after Georgia results (Financial Times)
  13. Here’s what a ‘blue wave’ forming in Washington means for markets (MarketWatch)
  14. Oil Market Gears Up for $9 Billion Index Buying Spree (Bloomberg)
  15. Costco Says Sales Rose 12% in December (Wall Street Journal)

The Yogi Berra, “Fork in the Road” Stock Market (and Sentiment Results)…

Yogi Berra was not only a great baseball player, but a good humorist to boot.  One of his most popular “Yogiisms” was, “When you come to a fork in the road, take it.” Continue reading “The Yogi Berra, “Fork in the Road” Stock Market (and Sentiment Results)…”

Be in the know. 15 key reads for Wednesday…

  1. Crude Oil Prices Soar As Saudi Arabia Gives The Industry A ‘Great New Year Present’ (Investor’s Business Daily)
  2. U.S. bankruptcy filings hit 35-year low thanks to government pandemic aid (Reuters)
  3. Tesla Is ‘Definitely Overvalued,’ Says Bill Gross. What He’s Buying Instead. (Barron’s)
  4. Merck Stock Is Deeply Undervalued, Says Citi. It Could Surge in 2021. (Barron’s)
  5. Pfizer Drops the Big Blue Pill to Highlight Shift in Strategy (Barron’s)
  6. World’s Super-Rich Families Want More Hedge Funds, Survey Finds (Bloomberg)
  7. These 6 Dividend Payers Look Primed for Growth in Earnings—and Payouts (Barron’s)
  8. U.K. Stocks Are at 20-Year Lows. Why It’s Time to Buy Post-Brexit. (Barron’s)
  9. Saudi Arabia to Cut Oil Production Sharply in Bid to Lift Prices (Wall Street Journal)
  10. 2020 SPAC Boom Lifted Wall Street’s Biggest Banks (Wall Street Journal)
  11. Wyndham Destinations Buys Travel + Leisure From Meredith for $100 Million (Wall Street Journal)
  12. Oil Market’s Surprise Gift Has a Dark Side (Wall Street Journal)
  13. Jim Cramer picks his 9 dividend stocks for income-driven investors (CNBC)
  14. 2 Top Homebuilder Stocks For 2021, According To BofA (Benzinga)
  15. BofA Securities Out With Top 10 Stock Ideas for Q1 2021 (24/7 Wall Street)

Be in the know. 20 key reads for Tuesday…

  1. 2 Lenders That Will Gain if Things Go Right for Banks This Year (Barron’s)
  2. How does the stock market perform after a 1% drop — or worse — to start a year? (MarketWatch)
  3. The One-of-a-Kind Lamborghini SC20 Is Both Road Registered and Race Ready (Barron’s)
  4. Haven, the Amazon-Berkshire-JPMorgan venture to disrupt health care, is disbanding after 3 years (CNBC)
  5. After the pandemic hit, he decided to knock on random mansion doors and ask, ‘What do you for a living?’ Now, his TikTok account’s blowing up. (MarketWatch)
  6. Byron Wien Says S&P 500 Will Tumble Before Rallying to 4,500 (Bloomberg)
  7. Wharton’s Jeremy Siegel: ‘Dow could easily tack on another 10% to 15%,’ but warns of a near-term setback (CNBC)
  8. Get Ready for Health-Care Stocks to Go Wild. How to Play Them. (Barron’s)
  9. NYSE Scraps Plan To Delist China Telecom Firms (Barron’s)
  10. Oil prices rise on Iran worries as OPEC+ talks continue (MarketWatch)
  11. Markets Expect GOP to Hold Senate in Georgia Runoff. Here’s What Happens if They Don’t. (Barron’s)
  12. 7 Value Stocks That Could Outperform in 2021 (Barron’s)
  13. The Stock Market Got Hit Hard by Covid Fears. Why the Concerns May Be Overblown. (Barron’s)
  14. What Should You Do With Boeing Stock? Don’t Ask Wall Street. (Barron’s)
  15. European Airlines Face an Uneven Recovery. 3 Stocks to Buy—and 3 to Avoid—for 2021. (Barron’s)
  16. Why Section 230 could get repealed in 2021 (USA Today)
  17. U.K. Bets 2 Million Vaccine Shots a Week Will End Lockdown (Bloomberg)
  18. Herbalife stock soars as Carl Icahn sells, says ‘role as activist not needed’ (New York Post)
  19. The U.S. real estate markets that are poised for a post-pandemic boom in 2021 (MarketWatch)
  20. New York Moves to Accelerate Covid-19 Vaccinations (Wall Street Journal)