Be in the know. 30 key reads for Wednesday…

  1. GE Had a Surprise Profit. Cash Flow Was Great. (Barron’s)
  2. Greenlight Capital’s David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble (Business Insider)
  3. The Oil Industry Trend That Could Pump Stock Prices Higher (Barron’s)
  4. Wells Fargo Hits Lowest Since 2009 as Investors Await Strategy (Bloomberg)
  5. JPMorgan Asks “What If Trump Wins?” (ZeroHedge)
  6. Microsoft dips on weak revenue guidance (CNBC)
  7. Why Ray Dalio hates cash and bonds, and says the election won’t change his view on the economy (MarketWatch)
  8. Gundlach: Trump Will Win Next Week, And By 2027 “There Will Be Some Sort Of Revolution” (ZeroHedge)
  9. Battered Up. The Energy Report 10/28/2020 (Phil Flynn)
  10. Inventories Appear to Have Stopped Falling. That’s a Good Sign for Manufacturers and Jobs. (Barron’s)
  11. Alphabet’s ‘Legal Woes’ Overshadow Earnings (Barron’s)
  12. The ‘Recovery Has Been Faster Than Expected,’ Says an Industrial Components CEO (Barron’s)
  13. Microsoft Earnings Top Expectations, Driven By Cloud Computing (Barron’s)
  14. Stocks With Solid Balance Sheets Have Been 2020 Winners. They Will Be Again in 2021. (Barron’s)
  15. JPMorgan Says Trump Win Could Spur U.S. Stocks, Dent Asia Assets (Bloomberg)
  16. GE Jumps on Surprise Profit as CEO Larry Culp Sees Turnaround Accelerating (Bloomberg)
  17. The New Bugatti Bolide Is a Study in Speed Set for the Track (Bloomberg)
  18. Microsoft’s Search Revenue Downtrend Signals Trouble For Google Too (Benzinga)
  19. These Allocators Say They Are Sticking With Value Managers (Institutional Investor)
  20. Factories Hum to Keep Up With Auto, Housing Demand (Wall Street Journal)
  21. Apple develops alternative to Google search (Financial Times)
  22. Odds favor a post-election rally in stocks, even if the election is contested, Fundstrat’s Tom Lee says (Business Insider)
  23. Microsoft (MSFT) Shares Dip as Q1 Beats But Guidance Misses on Volatile Personal Computing Segment; Goldman, Others Raise Targets (StreetInsider)
  24. Economic data continues to beat expectations: Morning Brief (Yahoo! Finance)
  25. Why ExxonMobil is sticking with oil as rivals look to a greener future (Financial Times)
  26. The Fed has done nearly all it can do — and it’s now up to Congress to further aid the economy, ex-New York Fed president says (Business Insider)
  27. Investors should rotate away from tech stocks and into these 4 sectors before 2021 brings market relief from turmoil, a Wall Street investment chief says (Business Insider)
  28. Trump Weighs Executive Order to Show Support for Fracking (Wall Street Journal)
  29. Dodd-Frank Undermines the Fight Against Covid (Wall Street Journal)
  30. Raytheon Shrinks to Fit Jet Downturn (Wall Street Journal)

Be in the know. 30 key reads for Tuesday…

  1. Opinion: Most investors now expect the U.S. stock market to crash like it did in October 1987 — why that’s good news (MarketWatch)
  2. The S&P 500 could jump 14% to 3,900 if Trump wins the election, JPMorgan says (Business Insider)
  3. Kazakhstan, Reversing Itself, Embraces ‘Borat’ as Very Nice (New York Times)
  4. Odeon’s Dick Bove Cites 3 Reasons for Bank Stock Rally, Which Should Continue (Street Insider)
  5. Chairman Plattner buys nearly $300 million in SAP stock (Street Insider)
  6. Covid condemns value investing to worst run in two centuries (Financial Times)
  7. SAP Casts a Cloud Over Software (Wall Street Journal)
  8. Cummins stock surges toward a record after profit and revenue beats, upbeat outlook (MarketWatch)
  9. Biogen (BIIB) Shares Looking ‘Interesting’ Into Big Week Ahead – Mizuho (Street Insider)
  10. Are the Polls Wrong Again? (LPL Financial)
  11. ‘Orderly’ Trump win most favorable outcome for equities, JPMorgan says (Reuters)
  12. Wells Fargo Considers Sale Of Corporate-Trust Unit, Student-Loan Portfolio: Report (Benzinga)
  13. All About Ant Group, the Next Big Tech I.P.O. (New York Times)
  14. 9 Promising Stocks From Emerging Markets (Barron’s)
  15. 10 High-Yielding Stocks That Should Please Investors Looking for Income (Barron’s)
  16. 3M’s Earnings Were a Positive Surprise. Investors Should Be Relieved. (Barron’s)
  17. BP Returns to Profit as Oil Demand and Prices Recover. (Barron’s)
  18. Stimulus Hope On Hold Until After Election as Senate Leaves (Bloomberg)
  19. The Land Rover Defender Returns With a Nod to Silicon Valley (Bloomberg)
  20. The Market Is Betting Trump Will Lose the Election. Here’s the Playbook if It’s Wrong. (Barron’s)
  21. Why Amazon, Tesla, and other ‘Elite Eight’ mega-cap titans look to be in a bubble despite strong profit growth, according to one research firm (Business Insider)
  22. Stocks historically win in this election scenario (Fox Business)
  23. Early voting surge points to huge turnout in US election (Financial Times)
  24. The US shale industry’s top priority: win back Wall Street (Financial Times)
  25. Pfizer earnings report touts COVID vaccine progress in clinical trial (FoxBusiness)
  26. Pandemic Fatigue Is Real—And It’s Spreading (Wall Street Journal)
  27. Oxford, AstraZeneca Vaccine Shows Promising Immune Response in Older Adults (Wall Street Journal)
  28. American International Group to Divest Life-Insurance Business (Wall Street Journal)
  29. Corporate Defaults Slow, Lifting Debt Market (Wall Street Journal)
  30. 40 perfect Christmas gift ideas for men (USA Today)