Be in the know. 10 key reads for Monday…

  1. Cyclical Stocks Are Leading the Latest Leg of the Market’s Recovery (Wall Street Journal)
  2. Goldman Boosts S&P 500 Target by 20% as Strategists Catch Up (Bloomberg)
  3. Markets should be pricing in would-be Biden win already — they’re not (New York Post)
  4. Home Depot Braced for Covid Pain—Then Americans Remodeled (Wall Street Journal)
  5. Low Rates Push Homebuilder Optimism to Highest Since 1998 (Bloomberg)
  6. PBOC Adds Cash to Ease Liquidity Stress With Rate Unchanged (Yahoo! Finance)
  7. Oil Flows. The Energy Report (Price Group)
  8. 6 Stocks to Buy Now That Should Capitalize on the Economic Recovery (24/7 Wall Street)
  9. Stock Rally Gives Commodities New Shine (Wall Street Journal)
  10. Interior Secretary to Approve Oil Drilling Program in Alaska’s Arctic Refuge (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Speculation & Innovation: The long history of electric cars (Investor Amnesia via The Big Picture)
  2. Top 10 Yachts Scheduled To Be At The Upcoming 2020 Cannes Yachting Festival (Forbes)
  3. The Master and the Prodigy (Project Syndicate)
  4. DOLLY PARTON Steers Her Empire Through the Pandemic — and Keeps It Growing (Billboard)
  5. Hedge Fund and Insider Trading News: John Thaler, Jim Simons, Jeffery Smith, Ray Dalio, Red Rock Resorts Inc (RRR), Zoom Video Communications Inc (ZM), and More (Insider Monkey)
  6. Another Roaring Twenties May Be Ahead (Yardeni)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. The 22 most expensive houses in the world (James Edition)
  9. The 2020 Ferrari F8 Spider Is a 710-Horsepower Smile Generator (Men’s Journal)
  10. Here’s How Well A 2021 Ford Bronco Sport Can Go Off-Road In The Toughest Terrain In America (Digg)
  11. Principles for Building Better Health Insurance (Manhattan Institute)
  12. The 1918 Flu Faded in Our Collective Memory: We Might ‘Forget’ the Coronavirus, Too (Scientific American)
  13. In coronavirus housing market, ‘better to be seller than buyer’ (Fox Business)
  14. The Economics of Gods and Mortals (NPR Planet Money)
  15. Think the Founding Fathers Were a Bunch of Old Men? Think Again (How Stuff Works)
  16. We Flattened the Curve. Our Kids Belong in School. (The Atlantic)
  17. Over 100 AMC Movie Theaters Reopen Aug. 20 (PC Mag)
  18. Yachting Vacations Are More Convenient and Affordable Than You Think (Just Luxe)
  19. Here’s One Way to Make Fusion Reactors Much Better (Popular Mechanics)
  20. “She Sticks Her Finger Right Into the Socket”: How ‘Ozark’ Star Julia Garner Became a Scene-Stealer and Emmy Favorite (Hollywood Reporter)

 

Be in the know. 20 key reads for Saturday…

  1. Warren Buffett Sold 26% of his Wells Fargo Position. Billionaire Hedge-Fund Manager David Tepper Was Buying It. (Barron’s)
  2. Retail Spending in July Topped Pre-Pandemic Levels (Wall Street Journal)
  3. The Bear Market Is Nearing an End. The Bubble Might Just Be Getting Started. (Barron’s)
  4. Merck, Big Pharma’s Quiet Giant, Looks Like a Buy (Barron’s)
  5. How the 2020 Election Could Affect Health-Care Stocks (Barron’s)
  6. Tailwinds for Small-Cap Stocks (Barron’s)
  7. How to Profit From the U.S.-China Cold War (Barron’s)
  8. U.S. Seizes Iranian Fuel Cargo for First Time (Wall Street Journal)
  9. Israel, U.A.E. Agree to Establish Formal Diplomatic Ties (Wall Street Journal)
  10. The Treatment That Could Crush Covid (Wall Street Journal)
  11. Goldman Sachs says the S&P 500 could climb another 7% from current levels if a ‘more optimistic US GDP forecast’ plays out (Business Insider)
  12. The Race to Build an American Rare Earths Industry (New York Times)
  13. Sia — The Alchemy of Blockbuster Songs, Billions of Views, and the Face You’ve Never Seen (#452) (Tim Ferriss)
  14. New York A-listers in $2bn bidding war to buy the Mets (Financial Times)
  15. Jeremy Siegel: I think we’re going to have a spending boom in 2021 (CNBC)
  16. Ariel Investments’ John Rogers Shares Insight About Stocks, Racial Relations (Investor’s Business Daily)
  17. Cyclical Recovery Coming? (upfina)
  18. Value Does Not Have To Mean Cheap (Boyar Value)
  19. Betting Against the Dollar Is More Popular Than Ever, BofA Says (Bloomberg)
  20. Credit investors go ‘all in’ rather than fight central banks (Financial Times)

Be in the know. 15 key reads for Friday…

  1. Goldman Sees Room for S&P to Surpass 3,600 (Bloomberg)
  2. Interest Rates Are So Low, Buy Utility Stocks, Goldman Sachs Says (Barron’s)
  3. Harley-Davidson CEO Jochen Zeitz Scoops Up Stock (Barron’s)
  4. Bulls Still Like Lyft Stock After a Rotten Quarter and Negative Court Ruling (Barron’s)
  5. Las Vegas Sands Stock Can Rally 45%: Analyst (Barron’s)
  6. Intel Pushes Back on Concerns About Its Chip-Making Technology (Barron’s)
  7. A Field Guide to Covid-19 Vaccines and Antivirals (Barron’s)
  8. Yale Discriminated by Race in Undergraduate Admissions, Justice Department Says (Wall Street Journal)
  9. Bryant Park’s Piano Series Offers Hopeful Note to New Yorkers (Wall Street Journal)
  10. Electronics Spending Sends US Retail Sales Soaring (ZeroHedge)
  11. The U.S. has already invested billions on potential coronavirus vaccines. Here’s where the deals stand (CNBC)
  12. Locked Down and Loaded. The Energy Report (Price Group)
  13. An Analysis of “Testing Benjamin Graham’s net current asset value model” (Global Investing Insight)
  14. Cash Handouts Boost Bolsonaro’s Popularity Despite Virus Toll (Bloomberg)
  15. Brainard Says Fed Is Conducting E-Money Tests for Research (Bloomberg)