Be in the know. 25 key reads for Tuesday…

  1. Wells Fargo upgraded to Outperform from Market Perform at Keefe Bruyette (TheFly)
  2. This Is How Vaccines Are Distributed and Which Stocks Benefit (Barron’s)
  3. ‘It’s an economic war’— Warren Buffett urges Congress to extend relief for small businesses (CNBC)
  4. Lockheed Martin awarded $900M F-16 service contract (Fox Business)
  5. Why These Tech Stocks Face a Regulatory Reckoning in Europe On Tuesday (Barron’s)
  6. Why Consumer Stocks Will Remain in Focus in 2021 (Barron’s)
  7. This is not just a value recovery – it could be the biggest market opportunity of our lifetimes (fnLondon)
  8. China’s economic recovery picked up in November (MarketWatch)
  9. Here’s what the stock market predicts for 2021 (USA Today)
  10. Demand for 2021 Ford F-150 pickups exceeds supply (USA Today)
  11. The ‘Savings Glut’ Is Really a Dearth of Investment (Bloomberg)
  12. FDA staff endorses emergency use of Moderna’s Covid vaccine in a critical step toward approval (CNBC)
  13. Goldman Sachs CEO said that 90% of small businesses have exhausted PPP funds (CNBC)
  14. Casinos should have a huge year in 2021, Jim Cramer says (CNBC)
  15. The S&P 500 could soar 18% in 2021 as social and economic disruptions from the pandemic reverse, says a Wall Street chief strategist (Business Insider)
  16. Goldman Sachs CEO expresses concern about market euphoria driven by small investors buying IPOs (CNBC)
  17. Warren Buffett’s right-hand man discussed the ‘frenzy’ in stocks, technological shifts, and what makes a great investor in a recent interview. Here are Charlie Munger’s 22 best quotes. (Business Insider)
  18. GE’s stock bounces toward snapping 3-day losing streak after Deutsche Bank boosts price target (MarketWatch)
  19. These 3 regions hold the best bets for 2021, say top fund managers (MarketWatch)
  20. Ameriprise, CI Eyeing Wells Fargo Asset Management Arm (Yahoo! Finance)
  21. Fleeing New Yorkers resulted in an estimated $34 billion in lost income –study (Reuters)
  22. EU warns that it may break up Big Tech companies (Financial Times)
  23. FTC Demands Social-Media, Operations Data From Big Tech Companies (Wall Street Journal)
  24. ‘The Best Year Ever’: 2020 Was Surprisingly Good to Small Banks (Wall Street Journal)
  25. Steel Orders Jump After Covid-19 Slowdown (Wall Street Journal)

Be in the know. 15 key reads for Monday…

  1. December Opex Week Historically Bullish (quantifiableedges)
  2. US STOCKS-Wall St headed higher as travel stocks rally on vaccine roll-out (Reuters)
  3. Oil lifted on vaccine optimism, tanker explosion (MarketWatch)
  4. The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ (Wall Street Journal)
  5. Vaccine Boosts Fed Confidence That Worst-Case Outcomes Can Be Avoided (Wall Street Journal)
  6. Elliott Management Has Significant Stake in Public Storage (Wall Street Journal)
  7. Huntington Bancshares Agrees to Merge With TCF Financial (Wall Street Journal)
  8. AstraZeneca’s Alexion Splurge Could Attract a Crowd (Wall Street Journal)
  9. Big Tech Turns Its Lobbyists Loose on Europe, Alarming Regulators (New York Times)
  10. CDC panel recommends Pfizer Covid vaccine for people 16 years and older (CNBC)
  11. Michael Jordan’s New Golf Course Uses Drone To Deliver Beer To Golfers (ZeroHedge)
  12. Goldman Strategists Say SPACs May Spur $300 Billion M&A Activity (Yahoo! Fiinance)
  13. EU diplomat says ‘narrow path’ to a Brexit trade deal is ‘visible’ (Fox News)
  14. ‘Can’t Take My Eyes Off You’ Stock Market (SeekingAplha)
  15. Barron’s Picks And Pans Of The Week: Time Is Ripe To Sell NIO, XPeng, Li; And Lessons From The IPO Frenzy (Benzinga)