Be in the know. 15 key reads for Tuesday…

  1. U.S. congressional hearing likely to spotlight Powell, Mnuchin split over pandemic lending (Reuters)
  2. Biden plan to end U.S. fossil fuel subsidies faces big challenges (Reuters)
  3. FDA announces advisory committee meeting to discuss Moderna vaccine candidate (Fox Business)
  4. The Dark Money Secretly Bankrolling Activist Short-Sellers — and the Insiders Trying to Expose It (Institutional Investor)
  5. Opec+ meeting delayed as split deepens over oil production cuts (Financial Times)
  6. Nio Deliveries Jump 109% In November, Boosts Production Capacity To Keep Pace With Rising Demand (Benzinga)
  7. Holiday Specials 2020: From Mariah Carey to ‘Peanuts,’ these are must-watch viewing (New York Post)
  8. ‘100% of Americans that want the vaccine will have had the vaccine’ by June, says Operation Warp Speed official (MarketWatch)
  9. BlackRock poised to replace Goldman Sachs inside the White House (New York Post)
  10. Exxon (XOM) Cuts Billions in CapEx Spending Which Will Help Support Dividend (Street Insider)
  11. China’s factory activity hits quickest expansion in 10 years in November, driven by a burst in output and new orders (Business Insider)
  12. Barron’s Daily: It’s Time for Value Stocks to Shine (Barron’s)
  13. Powell Says Fed Actions Unlocked $2 Trillion to Support Economy (Wall Street Journal)
  14. Facebook, Google to Face New Antitrust Suits in U.S. (Wall Street Journal)
  15. The Stock Market’s Rally Is Finally Widening (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. Wells Fargo upgraded to Overweight from Equal Weight at Morgan Stanley PT = $40 (The Fly)
  2. Wells Fargo upgraded to Sector Perform from Underperform at RBC Capital (The Fly)
  3. Moderna to File for FDA Approval of Covid-19 Vaccine (Barron’s)
  4. Vaccine news may already be lifting spending, economy (USA Today)
  5. Trump administration to add China’s SMIC, CNOOC to export blacklist: report (MarketWatch)
  6. 30 dividend stocks selected for value as the U.S. economy gathers steam (MarketWatch)
  7. Opinion: 7 reasons why energy stocks will be 60% higher a year from now (MarketWatch)
  8. Buy These 3 Stocks as Covid Lockdowns Ease (Barron’s)
  9. OPEC+ to discuss extending oil cuts or gradually raising output, sources say (Reuters)
  10. Chinese factory activity rises, expanded at fastest pace in more than 3 years (Fox Business)

Be in the know. 10 key reads for Sunday…

  1. How SPACS Became Wall Street’s Became Wall Street’s Money Tree (Forbes)
  2. December Almanac: Small Caps Have Shined (Almanac Trader)
  3. With Toyota’s Help, This Secretive Entrepreneur May Finally Give Us Flying Cars (Forbes)
  4. Recommended Reading for the Holidays 2020 (market folly)
  5. Casino Royale’s poker scene was as elaborate as a James Bond stunt (Polygon)
  6. Mike Tyson result: Boxing legends with combined age of 105 DRAW on judges scorecards in bizarre exhibition fight (The Sun)
  7. The Transcript 11.23.20 (theweeklytranscript)
  8. Molson Coors: Is a Turnaround On Tap? (moneyshow)
  9. Buy these Three Stocks as Covid Lockdowns Ease (Barron’s)
  10. 2020 Land Rover Defender challenges Wrangler, Bronco with new looks, tech (USA Today)

Be in the know. 30 key reads for Saturday…

  1. Bank Stocks Had a Great Month. Here Are the Top 5. ” Wells Fargo (WFC) shares climbed 32.7% this month, making it the second best-performing bank stock on the S&P 500.” (Barron’s)
  2. The Case for Janet Yellen (Barron’s)
  3. 6 Home Builder Stocks Primed for Growth in 2021 (Barron’s)
  4. Why the Stock Market Keeps Rising — and Why Its Next Test Comes Next Week (Barron’s)
  5. Will Past Be Prologue for Janet Yellen at Treasury? A Review of Her Career Offers Clues. (Barron’s)
  6. What to Know About China’s Latest 5-Year Plan (Barron’s)
  7. Danaher Stock Is Surging, and Co-Founder Mitchell Rales Bought Up Shares (Barron’s)
  8. Pfizer’s vaccine being flown on dry-ice packed United Airlines charter planes (New York Post)
  9. Covid-19 or Not, Here Vimeo Comes (Wall Street Journal)
  10. Falling Market Volatility Signals Growing Optimism About Stock Rally (Wall Street Journal)
  11. OPEC, Russia Alliance Lean Toward Keeping Oil Cuts in Place (Wall Street Journal)
  12. Mirror Entrepreneur Sold Her Fitness Startup to Lululemon. Letting Go Meant Sticking Around. (Wall Street Journal)
  13. House to consider measure next week that could banish Chinese stocks from U.S. that don’t comply with audit rules (MarketWatch)
  14. 2021 Aston Martin DBX (Wall Street Journal)
  15. Covid Drugs From Lilly, Regeneron Raise Access, Timing Concerns (Bloomberg)
  16. Trump Nominates a Top Bank Regulator as Biden Starts Transition (Bloomberg)
  17. Mike Tyson Is Still the Biggest Name That Boxing Has To Offer (Bloomberg)
  18. Elon Musk Is the Hero America Deserves (Bloomberg)
  19. Thanksgiving Day online sales hit record $5.1 billion, up 21.5% from last year, Adobe says (CNBC)
  20. Black Friday online shopping on track to hit record as holiday shoppers skip stores, Adobe says (CNBC)
  21. Wharton professor Jeremy Siegel lays out 3 reasons why the record-setting stock rally will be sustainable in 2021 (Business Insider)
  22. Opinion: The Russell 2000 has had a powerful November — and the gains aren’t over (MarketWatch)
  23. Global stocks close in on best-ever month (Financial Times)
  24. Howard Marks – Successful Investing Through Buying Things Well (VIWL)
  25. 100 Baggers: The Lost Chapter (woodlockhouse)
  26. The November momentum factor crash – Regime and crowd changes will shock (mrzepczynski)
  27. Social media predictions for 2021 (Late Checkout)
  28. The Charlie Munger Guide To Opportunity Cost (CMQ)
  29. A Stock Market Bubble? It’s More Like a Fire (Wall Street Journal)
  30. The November momentum factor crash – Regime and crowd changes will shock (The November momentum factor crash – Regime and crowd changes will shock (mrzepczynski)