Be in the know. 17 key reads for Monday…

  1. Wells Fargo CFO J. Shrewsberry said that in commercial lending “we’ve actually seen some better realised outcomes than we imagined.” (E. Hagemann, “If there are reserve releases, the earnings numbers these guys are going to put are going to be huge” (Financial Times)
  2. Don’t Count Banks Out Just Yet. For One Thing, They’re Cheap. (Barron’s)
  3. Royal Caribbean, Norwegian Outline Dozens of Health Precautions to Resume Cruises (Barron’s)
  4. Department Stores, This Is No Time for Grave Dancing (Wall Street Journal)
  5. Hedge funds see opportunity in battered New York, San Francisco apartment markets (Reuters)
  6. Western Digital (WDC) Named ‘Catalyst Call’ BUY at Deutsche Bank (Street Insider)
  7. Tattooed by Bill Gross (William H Gross)
  8. Boeing, Raytheon added to Goldman’s conviction buy list (MarketWatch)
  9. Buffett’s Alpha (AQR )
  10. India and Pakistan ramp up remdesivir production under Gilead deal (Financial Times)
  11. Prominent Japanese Academic Medical Center Launching Ivermectin Clinical Trial Targeting COVID-19 (TrialSiteNews)
  12. China’s pork reserves running out as prices soar, analysts say (Financial Times)
  13. Turmoil. The Energy Report 09/21/2020 (Phil Flynn)
  14. Jack Ma’s Ant Group raises its funding target to $35 billion, likely making it the largest IPO ever. (Business Insider)
  15. Toll Brothers stock gains after upbeat mid-quarter update (MarketWatch)
  16. Why Vaccines Are Essential to Herd Immunity (Wall Street Journal)
  17. Global Trade Returns Faster Than Expected (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Buying Stocks Trading Above 10x Sales–A Good Idea? (alpha architect)
  2. Doug DeMuro on the Business of Reviewing Cars (Podcast) (Bloomberg)
  3. TikTok says it already committed to government oversight of U.S. data security (Reuters)
  4. 7 Frank Lloyd Wright–Designed Homes Have Been Sold or Listed in 2020 (Architectural Digest)
  5. Future of luxury yachting: Top 25 cutting-edge boat brands (JamesEdition)
  6. Top 22 private islands in the world (JamesEdition)
  7. Trump signs off on TikTok deal with Oracle, Walmart (Fox Business)
  8. Why A $2.4 Billion Casino In Atlantic City Failed So Spectacularly (digg)
  9. First Drive: New Dodge Challenger R/T Scat Pack Widebody (Maxim)
  10. banksy’s rebellious adaptation of claude monet masterpiece up for auction at sotheby’s (designboom)
  11. How to watch the 2020 NHL Stanley Cup playoffs (CNET)
  12. Downturn Start-Ups: A Conversation With Guy Raz (NPR Planet Money)
  13. 40 Facts About Martin Scorsese’s Goodfellas for Its 30th Anniversary (Mental Floss)
  14. What Google Search Reveals About the Economic Recovery(Podcast) (Bloomberg)
  15. Banksy’s Anonymity May Cost Him The Right To His Every Creation (luxuo)
  16. The Air Force Secretly Designed, Built, and Flew a Brand-New Fighter Jet (Popular Mechanics)
  17. ‘The Last Dance’ Wins Emmy for Best Documentary Series (Hollywood Reporter)
  18. 2021 Oscars Predictions: All Awards Categories (Variety)
  19. Schlumberger Stock Is Slumping, and CEO Olivier Le Peuch Just Bought Up Shares (Barron’s)
  20. Goldman Sachs Made $100 Million Off Tesla Trades This Year (OilPrice)

Be in the know. 20 key reads for Saturday…

  1. Ruth Bader Ginsburg says this is the secret to living a meaningful life (CNBC)
  2. Inside Saudi Arabia’s $360 Billion Sovereign-Wealth Fund (Barron’s)
  3. Seeking Stock-Market Bargains? Try Europe and Japan (Barron’s)
  4. Don’t Count Bank Stocks Out Just Yet. For One Thing, They’re Cheap. (Barron’s)
  5. Malone at Bat: Will He Use the Mets Deal to Boost the Braves’ Value? (Barron’s)
  6. Fed Releases Its Second Round of Stress Tests. What That Means for Banks. (Barron’s)
  7. Some Investors Tried to Win by Losing Less. They Lost Anyway. (Wall Street Journal)
  8. Soybean Prices Hit Two-Year High, Buoyed by Chinese Demand (Wall Street Journal)
  9. Bank Investors Don’t Have to Be So Anxious About New Stress Tests (Wall Street Journal)
  10. New York’s Star Attractions Are Reopening. Here’s What You Need to Know. (Wall Street Journal)
  11. Forget the President. Senate Races Could Matter More for Markets (Bloomberg)
  12. Amy Coney Barrett Emerges as Front-Runner for Trump Court Pick (Bloomberg)
  13. Multiple market forces are aligning in favor of continued stock gains — and they all trace back to record-low bond yields, according to a top Wall Street strategist (Business Insider)
  14. Walmart increasing pay for approximately 165,000 hourly workers across U.S. stores, introducing new roles (USA Today)
  15. Ferrari’s new convertible is worth every penny (CNN Business)
  16. High Hopes for Amgen and Gilead at Europe’s Biggest Cancer Research Conference (Barron’s)
  17. When Technology Takes Revenge (Farnam Street)
  18. Quality is Missing the Point (Advisor Perspectives)
  19. Snowflakes and Bubbles (Compound Advisors)
  20. Howard Marks: History Can Be a Useful Guide in Today’s Market (Guru Focus)