Be in the know. 12 key reads for Monday…

  1. Warren Buffett may have bought back more than $5 billion in Berkshire Hathaway stock in recent weeks (Business Insider)
  2. Barron’s Daily: Merger Monday Is Back (Barron’s)
  3. Stocks are resilient because investors have been braced for much worse COVID-19 news, says strategist (MarketWatch)
  4. Pfizer, BioNTech stocks surge after COVID-19 vaccine candidates get Fast Track designation (MarketWatch)
  5. Income rates: How much you need to make to be in the top 1% in every state (USA Today)
  6. Blank-Check Boom Gets Boost From Coronavirus (Wall Street Journal)
  7. Wall Street’s Earnings Forecast: Cloudy With a Chance of Turbulence (Wall Street Journal)
  8. Are Banks Afraid of Covid-19? Watch How Much They Set Aside for Loan Losses This Week (Wall Street Journal)
  9. Bank Earnings: Main Street Blues vs. Wall Street Boom (Wall Street Journal)
  10. Fed’s Support for Corporate Debt Has Been a Wall Street Bonanza (Bloomberg)
  11. These ignored stocks may be poised to rebound (Yahoo! Finance)
  12. Alibaba’s Jack Ma sells $9.6B worth of shares, stake dips to 4.8% (Fox Business)

Be in the know. 15 key reads for Sunday…

  1. Bill Miller on the Classical Value Portfolio (Podcast) (Bloomberg)
  2. Connecticut Bet Big on the Suburbs. That Might Finally Pay Off. (Wall Street Journal)
  3. Fed, Treasury Disagreements Slowed Start of Main Street Lending Program (Wall Street Journal)
  4. People complain that going to the shore is a careless act during a pandemic, but the science so far suggests otherwise. (The Atlantic)
  5. Should Value Investors Buy General Dynamics (GD) Stock? (Insider Monkey)
  6. Kanye West’s Plans for Wyoming Mansion Approved (Architectural Digest)
  7. Kanye West is not running for President…yet (Fortune)
  8. President Trump to introduce executive order on immigration reform (OAN)
  9. This Aston Martin DB5 Comes With a Rear Smoke Screen and Twin Front ‘Machine Guns’ (Maxim)
  10. Mansory Unleashes Carbon Fiber-Bodied 710 HP Ford GT (Maxim)
  11. 2021 Ford Bronco Finally Leaks Ahead of Its Big TV Debut on Monday Night (TheDrive)
  12. Flying Taxis Are Coming. Inside the Scramble to Find Them a Place to Land. (Robb Report)
  13. Welcome to the Czech Republic – Incredible Culture and Stunning Beauty (thelifeofluxury)
  14. How To Build a Treehouse (Popular Mechanics)
  15. Investment banking activity witnessed robust quarter: Thomas B. Michaud (Fox Business)

Be in the know. 20 key reads for Saturday…

  1. Lichtenstein Nude Leads Christie’s $421 Million Live-Stream Auction (Bloomberg)
  2. Wall Street Forges a New Relationship to Data in Coronavirus Age (Bloomberg)
  3. What to expect as banks report earnings: more loan pain but plenty of fee income (MarketWatch)
  4. Hedge Fund Tips Podcast/VideoCast: Cyclicals, The Election and Buffett (ZeroHedge)
  5. Gilead Says New Analysis Suggests Remdesivir Reduces Covid-19 Deaths (Barron’s)
  6. 37 Stocks to Buy for the Second Half of 2020, According to Barron’s Roundtable Experts (Barron’s)
  7. How Barron’s Roundtable Panelists’ 2020 Stock Picks Have Performed So Far This Year (Barron’s)
  8. The Tanger Outlets CEO Thinks Online Shopping Is Overrated. Now He’s Betting on It. (Wall Street Journal)
  9. How to Visit the National Parks Safely in the Summer of Covid-19 (Wall Street Journal)
  10. German Biotech Sees Its Coronavirus Vaccine Ready for Approval by December (Wall Street Journal)
  11. Jair Bolsonaro: The rightwing leader may emerge politically stronger from the pandemic (Financial Times)
  12. Disney World to Reopen as Coronavirus Cases Surge in Florida (Bloomberg)
  13. Goodbye, extra $600: Unemployment benefits won’t exceed former wages in next stimulus bill, Treasury’s Mnuchin says (MarketWatch)
  14. Here’s what Trump’s back-to-work bonus could look like (Fox Business)
  15. Hedge Funds Would Get to Keep Lots of Trades Secret in SEC Plan (Bloomberg)
  16. The latest Corvette is great, but wait until you see what comes next (CNN Business)
  17. Warren Buffett bets big with $10 billion Dominion Energy deal—What it means (CNBC)
  18. Emerging Markets Rally as Economies Reopen in the Second Quarter (Advisor Perspectives)
  19. A contrarian take on recovery prospects (Andreessen Horowitz)
  20. Bill Miller: The Economy, What The Pandemic Has & Has Not Changed (YouTube)

Be in the know. 20 key reads for Friday…

  1. Wells Fargo upgraded to Outperform from Neutral at Baird. (TheFly)
  2. Gilead says remdesivir coronavirus treatment reduces risk of death (CNBC)
  3. Maryland man may be first person successfully vaccinated against COVID-19 (New York Post)
  4. Trump says he’ll wear a mask on trip to Walter Reed medical center (New York Post)
  5. Lumber Prices Rise Sharply Despite Covid-19 (Barron’s)
  6. 2 Bank Stocks Worth a Look Heading Into Earnings (Barron’s)
  7. Wells Fargo Stock Has Potential, Because ‘a Broken Bank Can Be Fixed’ (Barron’s)
  8. Mnuchin wants ‘another round’ of stimulus checks passed this month (New York Post)
  9. 68% Have Antibodies in This Clinic. Can Neighborhood Beat a Next Wave? (New York Times)
  10. Wear a Mask — That’s How We Stop Covid-19 Together (Barron’s)
  11. Walgreens to Cut 4,000 Jobs in U.K. Boots Stores (Wall Street Journal)
  12. Oil Went Below $0. Some Think It Will Rebound to $150 One Day. (Wall Street Journal)
  13. German Biotech Sees Covid-19 Vaccine Ready for Approval by December (Wall Street Journal)
  14. Cruise Ships Still Have Their Fans, Even After Coronavirus (Wall Street Journal)
  15. GM reveals price, features of 2021 Corvette Stingray, including two new colors (USA Today)
  16. These ‘epicenter’ stocks could surge higher, says analyst who called March bottom (Yahoo! Finance)
  17. Natural Gas Is Rebounding. 3 Stocks to Play the Move. (Barron’s)
  18. Fed balance sheet below $7 trillion, repo drops to zero for first time since September (Street Insider)
  19. Wells Fargo preparing to cut thousands of jobs: Bloomberg Law (Street Insider)
  20. Mortgage bailout sees biggest one-week decline, but more borrowers are extending terms (CNBC)