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)

Be in the know. 12 key reads for Monday…

  1. Why Small-Cap Stocks Are Poised to Outpace Large-Caps (Barron’s)
  2. The tech giants are at risk of a 2001-style valuation collapse, says colorful SocGen strategist (MarketWatch)
  3. The Government Is Coming for Google and Other Big Tech Companies. What to Do With the Stocks. (Barron’s)
  4. Groundwork for US lawsuit vs. Google goes back to 2012 (New York Post)
  5. Oh, No, Zeta! The Energy Report 10/26/2020 (Phil Flynn)
  6. UPDATE 2-Ant Group to raise up to $34.4 bln in world’s biggest public offering (Reuters)
  7. Pfizer test experimental vaccine on 12-year-olds (CNN)
  8. Academics Say Momentum Factor Is ‘Much Weaker’ Than You Think (Institutional Investor)
  9. AstraZeneca COVID-19 Vaccine Data Shows Promising Signs In Older Age Group: FT (Benzinga)
  10. ‘Don’t believe anything,’ says Nicole Kidman of twisty HBO thriller ‘The Undoing’ with Hugh Grant (USA Today)
  11. A Global Rebound Could Be Determined by How Freely Households Spend (Wall Street Journal)
  12. Cenovus and Husky to Merge in $2.89 Billion Deal (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. Card Companies, Surprised by Low Write-Offs, Seek New Customers (Bloomberg)
  2. Josh Younger on Rate Derivatives and Volatility (Podcast) (Bloomberg)
  3. The 2021 Ford Bronco and Bronco Sport Configurators Are Here, So Show Us Your Dream Rigs (The Drive)
  4. Elon Musk’s 2 Rules For Learning Anything Faster (entrepreneurshandbook)
  5. Vegas Strip’s live performances to resume (Fox Business)
  6. Larry David Reveals All-Time Favorite ‘Seinfeld’ Episode (Hollywood Reporter)
  7. Natural Gas Looks to Join the Energy Merger Wave. EQT Is Said to Be Pursuing CNX. (Barron’s)
  8. Ready for another Big Tech hearing/earnings doubleheader? (MarketWatch)
  9. Stock-market investors brace for busiest week of earnings in October’s final hurrah (MarketWatch)
  10. Starboard tries to find another winner in the fintech space (CNBC)
  11. Look Past Election Blues for Health Stocks (Wall Street Journal)
  12. AstraZeneca and Johnson & Johnson COVID-19 Vaccine Trials to Resume in the United States (TrialSiteNews)

Be in the know. 25 key reads for Saturday…

  1. Remdesivir Gets FDA Approval. What It Means for Gilead Stock and Vaccine Makers (Barron’s)
  2. How Coke Is Shaking Things Up — and Why Its Stock Is a Buy (Barron’s)
  3. Stocks will see a big surge in the 1st quarter of 2021 after stimulus passes, forecasts billionaire investor Paul Tudor Jones (Business Insider)
  4. “Tech Workers Are Never Going Back to the Office”: The Pandemic Housing-Market Explosion Could Upend Silicon Valley as We Know It (Vanity Fair)
  5. U.S. natural gas exports to Mexico have increased in the first nine months of 2020 (eia)
  6. Matthew McConaughey on His Success Playbooks, the Powerful Philosophy of Greenlights, and Choosing the Paths Less Traveled (#474) (Tim Ferriss)
  7. 3 Undervalued Travel Stocks We Like (Morningstar)
  8. Psychology, Behavior & Markets (Investor Amnesia)
  9. Rotation (theirrelevantinvestor)
  10. Reflections on 100 Baggers (woodlockhousefamilycapital)
  11. What Sharks Can Teach Us About Survivorship Bias (Farnam Street)
  12. Who Says Value’s Dead? (thefelderreport)
  13. Value: If Not Now, When? (pzena)
  14. Berkshire Announced $19 billion in Investments After Buffett Blasted for Not Buying (validea)
  15. Emerging Market Stocks Are Breaking Out. These Companies Can Rival U.S. Tech Giants (Barron’s)
  16. Epidemiologists Stray From the Covid Herd (Wall Street Journal)
  17. BofA Securities Stays Bullish on 4 Former Blue-Chip Stocks Trading Under $10 (24/7 Wall Street)
  18. Halloween Trading Strategy: S&P 500 Up 85% of the Time (Almanac Trader)
  19. The USA vs. Google (Financial Times)
  20. Smaller Hedge Funds Are Outpacing Their Larger Rivals (Forbes)
  21. Ray Dalio on the Decline of Real Interest Rates (Podcast) (Bloomberg)
  22. De Tomaso Is Moving to the US So It Can Build the New P72 Supercar Stateside (Robb Report)
  23. Rebecca Takes Place in the Ultimate English Estate (Architectural Digest)
  24. These Classic Alfa Romeo Concepts Could Sell for $20 Million (Maxim)
  25. First Drive: The New McLaren GT (Maxim)