Be in the know. 12 key reads for Sunday…

  1. JPMorgan’s Kolanovic Drops Caution on Stocks, Says Buy the Dip (Bloomberg)
  2. Second Wave Fears Won’t Crush Oil Demand (Futures Mag)
  3. 2 Energy Stocks to Buy in June 2020 (Insider Monkey)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. Here’s Proof That the 2021 Ford Bronco Has a Seven-Speed Manual and Crawler Gear (The Drive)
  6. The Cost Of Contact Tracing (NPR)
  7. A Guy Named Craig May Soon Have Control Over a Large Swath of Utah (New Yorker)
  8. Two Investors Search The Globe For An Investment Edge (Podcast) (Bloomberg)
  9. Joe Rogan Got Ripped Off by Spotify? (Marker)
  10. Why the Worst Is Over for Mortgage-Backed Securities, Maybe (Chief Invesment Officer)
  11. Fresh OPEC+ cuts point to crude and condensate supply deficits through 2021 (Oil & Gas Journal)
  12. Bond Moves Up (Variety)

Be in the know. 20 key reads for Saturday…

  1. Lasry: Hertz Debt Is an Opportunity (Barron’s)
  2. Hedge Fund Tips – Who Was Really the Dumb Money? (Zero Hedge)
  3. The Fed Is Optimistic—If Congress Does More Now (Barron’s)
  4. Get Ready for ‘Mother of All Bidding-War Seasons,’ Says Real Estate CEO (Barron’s)
  5. Why Regional Theme Parks Could Be the Place to Be This Summer (Barron’s)
  6. Here’s how the stock market tends to trade after brutal selloffs like Thursday’s (MarketWatch)
  7. Bank of America Stock Stands to Gain on Stress Test and Earnings (Barron’s)
  8. 10,000 Steps a Day Is a Myth. The Number to Stay Healthy Is Far Lower. (Wall Street Journal)
  9. Before Catching Coronavirus, Some People’s Immune Systems Are Already Primed to Fight It (Wall Street Journal)
  10. American Express Gets Nod to Start Operating Card Network in China (Wall Street Journal)
  11. Steven Mnuchin Says White House Considering Second Round of Stimulus Payments (Wall Street Journal)
  12. Twitter Restores Zero Hedge Account After Admitting Error (Bloomberg)
  13. ‘Economists make fortune-tellers look good’: This investment manager thinks the US is on course for a V-shaped recovery as markets ‘have already priced in’ a 2nd wave of coronavirus (Business Insider)
  14. Global stocks could soar 47% from current levels as recent sell-off rejuvenates the bull market, JPMorgan says (Business Insider)
  15. US consumer sentiment jumps the most since 2016 on renewed hiring efforts (Business Insider)
  16. Cliff Asness, AQR Founder and Libertarian Firebrand, Tells Staff That ‘Black Lives Matter’ (Institutional Investor)
  17. Donald Trump’s New Secret Weapon: Boats (Vanity Fair)
  18. 5 Signs This Might Be a New Bull Market (A Wealth of Common Sense)
  19. Jeremy Siegel declares end to the 40-year bull market in bonds (CNBC)
  20. CNBC’s full interview with Ron Baron (CNBC)

Be in the know. 10 key reads for Friday…

  1. 5 Stocks to Rotate to Now as Stock Market Melt-Up Rally Hits a Massive Wall (24/7 Wall Street)
  2. A Tesla Fan Talks Down Nikola’s Highflying Stock (Barron’s)
  3. NASA Needs to Find Ice on the Moon. This Rover Will Lead the Search. (New York Times)
  4. Bankrupt Hertz wants to sell up to $1 billion in stock (MarketWatch)
  5. More turning to RVs, motor homes to escape COVID-19 — and get away from it all (USA Today)
  6. Defense contractor L3Harris CEO: Tech will ‘drive the future’ of warfare (CNBC)
  7. Palantir Technologies close to stock market debut (Fox Business)
  8. Is now the right time to buy a holiday home abroad? (Financial Times)
  9. Stolen Banksy artwork honoring Bataclan victims found in Italy (USA Today)
  10. Why TikTok’s Addison Rae Is More Than Just a “Pouty Face” (Wall Street Journal)