Be in the know. 20 key reads for Thursday…

  1. Boeing Restarts 737 Max Production As Massive Job Cuts Detailed (Investor’s Business Daily)
  2. The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)… (ZeroHedge)
  3. Vacation rentals around the world have jumped 127% since early April in a sign that people are slowly starting to travel again (Business Insider)
  4. Why Ackman Sold His Berkshire Hathaway Stake (Barron’s)
  5. Regal Owner Cineworld to Reopen Cinemas in July. That’s Not The Only Reason The Stock Is Soaring. (Barron’s)
  6. Battered Delta Stock Could Take Off. Here’s How to Play It. (Barron’s)
  7. Papa John’s second record sales month sends stocks soaring (New York Post)
  8. Apple Lands Martin Scorsese Movie Starring Leonardo DiCaprio and Robert DeNiro (Wall Street Journal)
  9. Facebook’s Mark Zuckerberg on Twitter fact-checking Trump: Companies shouldn’t serve as ‘arbiter of truth’ (USA Today)
  10. Roche Partners With Gilead in Covid Trial of Drug Combination (Bloomberg)
  11. Jamie Dimon Captures the Stock Market Moment (Bloomberg)
  12. With M&A Dead, Wall Street Bankers Keep Busy With Stock Sales (Bloomberg)
  13. Jobless claims rise over 2 million again but data offer glimmer of hope (MarketWatch)
  14. Bank of America CEO Brian Moynihan says U.S. economy starting to ‘come out of the hole’ (CNBC)
  15. Dollar General (DG) Tops Q1 EPS by 86c, Same-Store Sales Increased 21.7% (Street Insider)
  16. Toll Brothers (TOL) Tops Q2 EPS by 11c (Street Insider)
  17. 4 Dow Stocks to Buy Now That Have Lagged the Huge Rally (24/7 Wall Street)
  18. Ex-White House adviser Gary Cohn: Congress must act to help US recovery (Fox Business)
  19. Zuckerberg and Dorsey clash as Trump order looms (Financial Times)
  20. Hedge Funds Said One Thing. Their Portfolios Show Another. (Institutional Investor)

The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…

This week I had the pleasure of my 5 and 7 year old daughters treating me to view their “dance party.”  As I listened to one of the songs on their playlist, I couldn’t help but make the connection to the Stock Market’s behavior since the March 23rd lows.  Here’s how Dua Lipa put it in her song “Don’t Start Now”: Continue reading “The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…”

Be in the know. 20 key reads for Wednesday…

  1. 33 Stocks That Will See Strong Earnings Growth This Quarter (Barron’s)
  2. European stocks climb as investors eye bigger-than-expected EU stimulus plan (MarketWatch)
  3. Burger King debuts giant crowns to encourage social distancing (New York Post)
  4. Why Dollar Tree and Family Dollar Stock Are Buys Right Now (Barron’s)
  5. Fed should lift caps to buy as much corporate bond ETFs as it wants, says BofA (MarketWatch)
  6. 13 Deeply Discounted Dividend Stocks to Play in a Recovery (Barron’s)
  7. 15 Cheap Stocks Growing Fast Enough to Avoid Value Trap (Barron’s)
  8. Europe Is Subsidizing Millions of Paychecks. Companies Want to Keep It That Way, for Now. (Wall Street Journal)
  9. Distressed Real Estate Market Beckons Opportunistic Buyers (New York Times)
  10. KFC tests a new chicken sandwich (USA Today)
  11. Mortgage demand from homebuyers shows strong and unexpectedly quick recovery (CNBC)
  12. Jay Leno: What it’s like to drive the Tesla Cybertruck—from ‘instant acceleration’ to how the interior feels (CNBC)
  13. A top Trump economic adviser says the White House is considering offering ‘back to work’ cash bonuses for unemployed Americans ) (Business Insider)
  14. Cuomo to press Trump on reviving U.S. economy with roads, bridges in White House meeting (Reuters)
  15. Ross to Bartiromo: Trump mulling ‘menu’ of action against China over Hong Kong (Fox Business)
  16. Top-rated companies raise $1tn to fill ‘war chests’ (Financial Times)
  17. Boeing and Airbus Study How Coronavirus Behaves During Air Travel Wall Street Journal)
  18. This is the time for active managers to shine, Goldman notes. How — and what — are they doing? (MarketWatch)
  19. Airline stocks soared as much as 16% Tuesday — here are Wall Street’s favorites (MarketWatch)
  20. Gilead Sciences Stock Is Moving Back Into Favor (MarketWatch)