Be in the know. 20 key reads for Wednesday…

  1. Coronavirus live updates: Fauci says vaccine could be available earlier than expected (USA Today)
  2. Natural Gas Posts Biggest Monthly Gain Since 2009 (Barron’s)
  3. Mnuchin Says Economy Is Recovering but ‘More Work’ Is Needed to Alleviate Pain (New York Times)
  4. Buffett Seen Liberating His Successor With Not-So-Buffett Moves (Bloomberg)
  5. An outdoor swimming pool in England is using geothermal energy to keep bathers warm (CNBC)
  6. Mortgage demand from homebuyers is now 28% higher than last year (CNBC)
  7. Barron’s Daily: Moviegoing Is Back—and AMC Stock Is Gaining (Barron’s)
  8. Hedge Funds Ditched Tech, Health Care for Financials, Industrials (Barron’s)
  9. Indian Stocks Look Poised for a Strong Rebound. These 2 Sectors Should Do the Best. (Barron’s)
  10. This stock-market metric has correctly predicted presidential election results since 1984 (MarketWatch)
  11. Tasteful Serenity is the Goal of the New Rolls-Royce Ghost (Barron’s)
  12. Billionaire investor Daniel Loeb reverses losses with bets on Amazon, Disney and Alibaba (fn London)
  13. Bridgewater’s Risk-Parity Shift Jolts a $400 Billion Quant Trade (Bloomberg)
  14. Gilead Sciences (GILD), Jounce Therapeutics (JNCE) Announce Exclusive License Agreement for Novel Immunotherapy Program (Street Insider)
  15. Can Steve Cohen Fix America’s Health Care Problem? (Institutional Investor)
  16. U.S. and Global Factory Output Picks Up, but Jobs Picture Is Mixed (Wall Street Journal)
  17. Germany Expects V-Shaped Economic Rebound From Coronavirus (Wall Street Journal)
  18. Covid-19 Plasma Treatment Could Offer Even More Hope (Wall Street Journal)
  19. Why Factories Are So Strong in a Pandemic (Wall Street Journal)
  20. Real Estate Is Now About Location, Location, Isolation (Wall Street Journal)

Be in the know. 15 key reads for Tuesday…

  1. The Worst Is Over. Buy Bank of America and These 5 Other Stocks Now, Analysts Say. (Barron’s)
  2. Goldman Sachs boosts 2021 oil forecast and recommends Brent as an ‘effective’ hedge against uncertainty for investors (Business Insider)
  3. Why Warren Buffett’s Berkshire Hathaway Is Now Big on Japan (Barron’s)
  4. Opinion: New bull market in stocks could last three years and may produce another 30% in gains, veteran strategist says (MarketWatch)
  5. Buy Pfizer, Dump Salesforce? Exiles on Wall Street Are Worth a Look (Wall Street Journal)
  6. Shinzo Abe’s Unfinished Revolution Hangs in the Balance (Wall Street Journal)
  7. September has the worst track record for stocks but maybe not this year after August’s strong gains (CNBC)
  8. Trump re-election momentum could shock stock-market investors betting on Biden win, quantitative analyst says (MarketWatch)
  9. China’s Caixin PMI soars to near-decade high (MarketWatch)
  10. European manufacturing PMI records second month of improving conditions (MarketWatch)
  11. Snack company is in the chips as public dips into first day of trading (Fox Business)
  12. Tesla’s nickel quest highlights metal’s environmental burden (Financial Times)
  13. Buffett’s 1977 Letter Hints at Why He Likes Japan Trading Houses (Yahoo! Finance)
  14. Amazon gets FAA approval to deliver packages by drone (New York Post)
  15. Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar (Reuters)