Be in the know. 16 key reads for Monday…

  1. Tesla and 12 Other Stocks Poised for Earnings Fireworks This Week (Barron’s)
  2. Oil-Field Services—Lots to Like Beneath the Surface (Wall Street Journal)
  3. Top Strategist Says Get Defensive for the Next 6 Months: 4 Safe Stocks to Buy (24/7 Wall Street)
  4. Insurance Costs Threaten Florida Real-Estate Boom (Wall Street Journal)
  5. West Looks Past Covid-19 and Sees Economic Resurgence (Wall Street Journal)
  6. Fed to Taper Bond Buying in Fourth Quarter, Economists Say (Bloomberg)
  7. Sanofi Agrees to Help Make Doses of Moderna’s Covid Vaccine (Bloomberg)
  8. The Fed’s Next Test Is Breaking the Ice Over Policy Shift (Wall Street Journal)
  9. SPAC Insiders Can Make Millions Even When the Company They Take Public Struggles (Wall Street Journal)
  10. A capital-gains rate of 43.4% would reduce federal revenue. (Wall Street Journal)
  11. 10-year Treasury yields will break out of slump within weeks: Wells Fargo (CNBC)
  12. Legendary investor Bill Miller lost 90% of his fortune in the late 2000s. Bitcoin and Amazon stock have made him a billionaire. (Business Insider)
  13. Biden shocked markets this week with a proposal to nearly double the capital gains tax. Here’s what the move could mean for high-flying tech stocks, according to 5 experts. (Business Insider)
  14. Wall Street edges higher on Tesla boost ahead of big tech earnings (Reuters)
  15. No Surprises in President Biden’s Reported Capital Gains Proposal, a 28% Rate Looks Most Likely – Goldman Sachs (Street Insider)
  16. As Good As It Gets: Goldman Is Last Big Bank To Turn Bearish, Sees Market Dropping In Coming Months (ZeroHedge)

Be in the know. 12 key reads for Sunday…

  1. The Transcript 04.19.21: So. Much. Liquidity. (theweeklytranscript)
  2. How a Wave of Electric Trucks Could Create Millions of ‘Accidental Environmentalists’ (Wall Street Journal)
  3. 5 Sizzling Technology Stocks to Buy Now Trading Under $10 (247wallst)
  4. Next Bump in Post-Election Year Rally Could Be in May (Almanac Trader)
  5. 5 Innovative New Helicopters That Are Coming to the Skies (Robb Report)
  6. How to Stream All the Major Oscar Nominees This Year (townandcountrymag)
  7. First Look at the Insanely Speedy Ferrari 812 Superfast Limited Edition (Men’s Journal)
  8. Ari Emanuel Takes on the World (The New Yorker)
  9. Elon Musk Will Host ‘Saturday Night Live’ on May 8. Yes, You Read That Right (The Drive)
  10. How TikTok Chooses Which Songs Go Viral (Bloomberg)
  11. The Origin Of The Oscars (NPR)
  12. What We’re Watching In The NHL’s Playoff Races (fivethirtyeight)

Be in the know. 20 key reads for Saturday…

  1. Perrigo Stock Has Been Broken for a Long Time. It’s Time for a Turnaround. (Barron’s)
  2. 11 Undervalued Climate-Friendly Stocks (Morningstar)
  3. Amazon CEO Jeff Bezos championed invention, failure, and customer obsession in his 24 shareholder letters. Here are the 25 best quotes. (Business Insider)
  4. This Bull Market Is Far From Over, Pros Say. Where They’re Investing Now. (Barron’s)
  5. SPAC IPOs Fall Out of Favor After Hot Streak (Barron’s)
  6. Berkshire Hathaway 2021 Annual Meeting (valuewalk)
  7. Take Heart, Investors. A Higher Capital-Gains Tax Wouldn’t Be as Scary as It Sounds. (Barron’s)
  8. Wells Fargo’s Rehabilitation (netinterest)
  9. U.S. Ends Pause on Johnson & Johnson’s Covid Vaccine. What to Know. (Barron’s)
  10. Packaged Foods Boomed During the Pandemic. Why Their Stocks Still Have Room to Run. (Barron’s)
  11. Early Days in the Value Recovery (pzena)
  12. 10 Places Where Home Buyers Pay the Most Above Asking Price (Barron’s)
  13. Why Covid Surges in India Won’t Derail Global Recovery (Barron’s)
  14. Johnson & Johnson and 6 Other Companies Raised Their Dividends This Week. What to Know. (Barron’s)
  15. The Stock Market Got Spooked by What It Already Knew. Here’s Next Week’s Surprise. (Barron’s)
  16. Capital gains tax hike? Why the stock market bounced back so fast (MarketWatch)
  17. SPAC Surge Pumps Up Junk-Bond Market (Wall Street Journal)
  18. Will 2021 Be the Year for Value Stocks? (Kiplinger)
  19. Inflated Fears (investoramnesia)
  20. When a Rising Tide Lifts All Boats (compoundadvisors)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 79

Article referenced in podcast above:

The Hues Corporation, “Rock the Boat” Stock Market (and Sentiment Results)…

Be in the know. 20 key reads for Friday…

  1. Wells Fargo Has Used Its Lockdown Time Well (Wells Fargo)
  2. The U.S. economy is still improving: Morning Brief (Yahoo! Finance)
  3. Investors in uproar over Biden’s proposed capital gains tax rise (Financial Times)
  4. Fat Valuations and Tech Stocks Seen as at Risk in Biden Tax Plan (Bloomberg)
  5. Oil’s Hired Hands Declare Overseas Recovery With Robust 2022 (Bloomberg)
  6. Wall Street’s Trillion-Dollar ESG Club Comes With Huge Tax Perks (Bloomberg)
  7. Oil Frackers Best Be Boring on Earnings Calls (Bloomberg)
  8. Congress likely to cap Joe Biden’s capital gains tax hike at around 28%, Goldman Sachs says (Business Insider)
  9. With Few New Clotting Cases, Johnson & Johnson Pause Could Be Lifted Soon (New York Times)
  10. Get ready for $178 billion of selling ahead of the capital-gains tax hike. These are the stocks most at risk. (MarketWatch)
  11. Biden has pledged to tax the rich — but precisely how will he do that? Experts consider his options (MarketWatch)
  12. Opinion: With SPACs down as much as 90%, there are finally some good buys (MarketWatch)
  13. New home sales soar to highest level since 2006 (MarketWatch)
  14. HBO Max Gains Traction in a Crowded Field (New York Times)
  15.  With Few New Clotting Cases, Johnson & Johnson Pause Could Be Lifted Soon (New York Times)
  16. India Hits Global Record for Daily New Covid-19 Cases (Wall Street Journal)
  17. Here’s What CEOs Are Saying About Inflation This Earnings Season (Barron’s)
  18. Famed Investor Bill Miller Is Roaring Back With Amazon, Bitcoin, and GM (Barron’s)
  19. China, India Complicate Biden’s Climate Ambitions (Wall Street Journal)
  20. Southwest, American Say Leisure Travel Rebounding as Summer Season Approaches (Wall Street Journal)