Be in the know. 12 key reads for Sunday…

  1. Bank Stocks Are Back in Vogue on Stimulus, Interest-Rate Outlook (Bloomberg)
  2. OPEC crude output cuts should help U.S. shale profits in 2021 (Reuters)
  3. How to Turn $3,000 Into $41 Million: Investing Lessons From a Century (Barron’s)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. TEN-YEAR TREASURY YIELD EXCEEDS 1% FOR FIRST TIME SINCE MARCH — THAT’S HELPING MAKE FINANCIALS THE DAY’S STRONGEST SECTOR — MATERIALS AND INDUSTRIALS HIT RECORDS (StockCharts)
  6. Markets Update: 2021 Global Growth Outlook (GoldmanSachs)
  7. Here’s Why Formula 1 Can’t Go Electric Yet, Explained with Simple Science (TheDrive)
  8. Chess Grandmaster Hikaru Nakamura on Twitch Streaming and ‘The Queen’s Gambit’ (Bloomberg)
  9. Transition 2021: What Will Biden’s Trade Policy Look Like? (CFR)
  10. Why Breathing Through Your Nose Is Best (howstuffworks)
  11. 2021 Performance Car of the Year (Road and Track)
  12. “Jootsing”: The Key to Creativity (Farnam Street)

Be in the know. 30 key reads for Saturday…

  1. JP Morgan Guide To The Markets Q1 2021 (JP Morgan)
  2. Here Comes Joe Biden’s Washington. Consider These Stocks and Funds for Your Portfolio. (Barron’s)
  3. The Risks Are Rising for Big Tech (Barron’s)
  4. China will vie to become world financial centre, says Ray Dalio (Financial Times)
  5. Dr. Jim Loehr on Mental Toughness, Energy Management, the Power of Journaling, and Olympic Gold Medals (#490) (Tim Ferriss)
  6. The Great Wisdom of Sam Zell (Real Vision)
  7. 33 Undervalued Stocks for 2021 (Morningstar)
  8. Energy Remains the Most Undervalued Sector (Morningstar)
  9. Value and Growth Are Attached at the Hip (dividendgrowthinvestor)
  10. Bill Miller 4Q 2020 Market Letter (Miller Value)
  11. Is Value Investing Dead? Not So Fast, Says A Recent Study (Forbes)
  12. Why Rookie CEOs Outperform (Harvard Business Review)
  13. 5 Investing Insights from Charlie Munger (2020) (behavioralvalueinvestor)
  14. 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021? (thetwentyminutevc)
  15. Rob Arnott On Why Value Investing Is Here to Stay (Rob Arnott)
  16. The Best Time to Invest in Value (Validea)
  17. Wall Street Is the Most Bullish on Commodities in a Decade (Bloomberg)
  18. Stocks enter the manic, exuberant bull market stage, but that doesn’t mean it’s near ending (CNBC)
  19. Warren Buffett’s Equity Bond Method Explained (vintagevalueinvesting)
  20. Finding Value In The Stocks 2020 Left Behind (boyarvaluegroup)
  21. Kamala Harris’ top economic advisor is another BlackRock exec (New York Post)
  22. Bitcoin rally may be the ‘mother of all bubbles’ says BofA (CNN)
  23. Warren Buffett’s Latest Challenger Will Fizzle Like the Rest (Wall Street Journal)
  24. ‘Big Short’ investor Michael Burry predicts Tesla stock will collapse like the housing bubble: ‘Enjoy it while it lasts’ (Business Insider)
  25. Tom Brady Is 43. He’s Playing Like He’s 28. (Wall Street Journal)
  26. Rental Home Construction Climbs as Purchase Prices Surge (Wall Street Journal)
  27. Earnings Season Is About to Begin. Investors Are Already Looking Past it. (Barron’s)
  28. Oldies but Goodies: Some Century-Old Stocks Still Deliver (Barron’s)
  29. This Is What’s Driving Stocks to Records as the Nation Reels (Barron’s)
  30. Tiny Satellites Will Connect Cows, Cars and Shipping Containers to the Internet (Wall Street Journal)

Be in the know. 10 key reads for Friday…

  1. The Unbeatable Ed Hyman (Institutional Investor)
  2. Peak Oil? Drivers—and Voters—Could Delay It for Years (Wall Street Journal)
  3. Pfizer–BioNTech vaccine appears to protect against U.K. and South African COVID-19 strains in lab, study finds (MarketWatch)
  4. 10 stock picks in the industry that are pegged to economic reopening (Business Insider)
  5. Saudi Prince Hits a New Year Reset by Making Allies Not Enemies (Bloomberg)
  6. A Case to Buy Regeneron Stock After Its Recent Tumble (Barron’s)
  7. Rotation is picking up speed, December fund flow data show (MarketWatch)
  8. Big Oil and Shale Producers Ride Crude Price Run-Up (Barron’s)
  9. JPMorgan Chase Gets Two Upgrades Before Earnings Next Week (Barron’s)
  10. Opinion: Here’s why you should remain bullish on the stock market (MarketWatch)

Be in the know. 15 key reads for Thursday…

  1. Wells Fargo upgraded to Buy with $38 price target at Jefferies (TheFly)
  2. Walgreens shares rise after its earnings top estimates, fueled by higher drug sales (CNBC)
  3. Despite the Chaos, Banks Are Looking Up. How to Play the Trade. (Barron’s)
  4. NYC Restaurant Week is back — with a take-out only menu (New York Post)
  5. Roblox Decides to Go Public Through a Direct Listing (Barron’s)
  6. U.S. 10-year Treasury yield extends climb above 1% as markets eye fiscal stimulus prospects (MarketWatch)
  7. Walgreens Boots to Sell Pharmacy Wholesale Unit to AmerisourceBergen (Wall Street Journal)
  8. Crispr Gene-Editing Treatment Could Point Way to Fix for Deadly Aging Disease (Wall Street Journal)
  9. How Netflix’s ‘Cobra Kai’ Turned an ‘Artifact of the ’80s’ Into a Star (Wall Street Journal)
  10. Banks Still Have Cards to Play in Payments Race (Wall Street Journal)
  11. Wells Fargo (WFC) Announces Termination of AML-Related Consent Order (StreetInsider)
  12. Small-caps and value shine on Wall Street after Georgia results (Financial Times)
  13. Here’s what a ‘blue wave’ forming in Washington means for markets (MarketWatch)
  14. Oil Market Gears Up for $9 Billion Index Buying Spree (Bloomberg)
  15. Costco Says Sales Rose 12% in December (Wall Street Journal)