Be in the know. 10 key reads for Sunday…

  1. 9 Best Pharmaceutical Stocks to Buy for Income (US News & World Report)
  2. CP Rail to buy Kansas City Southern to create first rail network connecting Canada, the United States and Mexico (Financial Post)
  3. Bill Gurley on Entrepreneurs and Technology (Podcast) (Bloomberg)
  4. Private Schools Have Become Truly Obscene (The Atlantic)
  5. How CVS And Walgreens Help Biden Get To 200 Million Covid-19 Shots (Forbes)
  6. Why A Multi-Family Office Co-Founded By Stuart Miller Invested $100 Million In A Vacant Beverly Hills Hotel (Forbes)
  7. The Design Story Behind The Exotic Maserati MC20 (Forbes)
  8. Lamborghini Will Debut Two New V-12 Supercars This Year (Robb Report)
  9. Larry Summers Versus the Stimulus (The New Yorker)
  10. The Ferrari F8 Is Astounding (R& T)

Be in the know. 25 key reads for Saturday…

  1. The S&P 500 still has 12% upside with spiking yields set to stabilize amid strong earnings, JPMorgan’s global markets chief says (Business Insider)
  2. Fed Will Need to Buy Bonds as Stimulus Boosts Yields, Dalio Says (Bloomberg)
  3. Corporate America Primed to Join Warren Buffett in Buyback Binge (Bloomberg)
  4. How to Play the New Space Race (Barron’s)
  5. Warren Buffett’s Berkshire Hathaway scores $17 billion gain across 5 stocks as value stages a comeback (Business Insider)
  6. The OODA Loop: How Fighter Pilots Make Fast and Accurate Decisions (Farnam Street)
  7. Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out (Wall Street Journal)
  8. Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ (Bloomberg)
  9. Why Goldman Sachs sees a ‘buying opportunity’ in oil’s recent selloff (MarketWatch)
  10. The Fed Will End Emergency Relief for Banks. It Might Not Make Much Difference for Markets. (Barron’s)
  11. Modern Issues, Old Solutions (Investor Amnesia)
  12. Stock Market’s Weakest Links Dominate With Full-Throttle Fed (Bloomberg)
  13. Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties (Wall Street Journal)
  14. Visa Faces Antitrust Investigation Over Debit-Card Practices (Wall Street Journal)
  15. Deep Value by Tobias Carlisle (Novel Investor)
  16. Saudi Arabia Says Missiles in Aramco Attacks Were Made in Iran (Bloomberg)
  17. The Fed could be a source of market volatility as Powell and others speak in the week ahead (CNBC)
  18. Jerome Powell on the Pandemic Year: Tools to Avoid a Meltdown and Save Livelihoods (Wall Street Journal)
  19. Value stocks are so in favor they’ve become momentum stocks (MarketWatch)
  20. Elon Musk and Amazon Are Battling to Put Satellite Internet in Your Backyard (Wall Street Journal)
  21. Tom Hanks on the Pandemic Year: Never Play Solitaire Again (Wall Street Journal)
  22. More Than 420 Million Shots Given: Covid-19 Tracker (Bloomberg)
  23. GE Is Finally Trading Its Bankers’ Stripes for a Hard Hat (Bloomberg)
  24. All About Clubhouse, a Gabfest Behind a Velvet Rope (Bloomberg)
  25. Staying Power (DGI)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 74

Article referenced in podcast above:

https://www.hedgefundtips.com/the-fly-like-and-eagle-stock-market-and-sentiment-results/

Be in the know. 15 key reads for Friday…

  1. Fed won’t extend relief for banks from key capital rule (MarketWatch)
  2. Penny-stock trading volume has exploded by 2,000% amid the growing influence of retail traders (Business Insider)
  3. Acting FTC chair calls for ‘bold action’ to rein in tech, other monopolies (MarketWatch)
  4. Covid Flares. The Energy Report 03/19/2021 (Phil Flynn)
  5. The Amazon Unionization Vote: What to Know (New York Times)
  6. First U.S.-China meeting under Biden gets off to a rocky start (CNBC)
  7. Bank stocks just hit their highest level since 2007. Two traders on when to buy in (CNBC)
  8. Putin fires back at Biden after ‘killer’ comments: Takes one to know one (USA Today)
  9. FCC enforces largest fine ever of $225 million against telemarketers who made 1 billion robocalls (USA Today)
  10. Jerome Powell’s Fed Wants the Bond Market to Hear Three Messages (Bloomberg)
  11. The ‘three pillars’ of this bull market are still in place: Morning Brief (Yahoo! Finance)
  12. UBS Upgrades Carnival Corporation (CCL) to Buy (Street Insider)
  13. Gene Therapy Data Breathes New Life Into Battered Sarepta Stock (Barron’s)
  14. Boeing Moon Rocket Passes NASA Test (Wall Street Journal)
  15. Oil Investors Hunt for Cash Gushers (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Biopharma Stocks Aren’t Getting a Lot of Credit. Here Are 5 of the Most Undervalued. (Barron’s)
  2. For Stock Market Bulls, There’s Potential Downside to Economic Opening (Bloomberg)
  3. Pumped. The Energy Report 03/18/2021 (Phil Flynn)
  4. Nokia CEO Thinks Longer 5G Cycle Gives Him Time to Catch Up (Bloomberg)
  5. Marriott’s New Chief on the Pandemic and a Changed Industry (Barron’s)
  6. Bitcoin’s Not Really an Inflation Hedge, Bank of America Says (Barron’s)
  7. Google Searches for ‘Inflation’ Have Surged. Here’s Why that Matters. (Barron’s)
  8. What to Expect From U.S.-China Summit (Barron’s)
  9. Kanye West could now be worth more than $6 billion (New York Post)
  10. Fed Projects Patience Even as Economic Outlook Brightens (New York Times)
  11. North Korea Gives U.S. Cold Shoulder, Calls Nuclear Talks ‘Waste of Time’ (Wall Street Journal)
  12. Federal Reserve expects to keep its key rate near zero through 2023 (New York Post)
  13. Iran-Backed Fighters Launch More Attacks in Yemen as U.S. Looks to Cut Ties (Wall Street Journal)
  14. New Houses Are Costing More as Prices Jump for Wood, Bricks (Wall Street Journal)
  15. Everywhere You Look, the Global Supply Chain Is a Mess (Wall Street Journal)
  16. US weekly jobless claims climb to 770,000 as country edges closer toward reopening (Business Insider)
  17. Biden’s proposed tax hike could hit Americans earning $200,000 (Fox Business)
  18. Apollo, Caesars, and Wall Street’s ‘Billionaire Brawl’ for Control of a Gaming Empire (institutionalinvestor)
  19. Raymond James Bullish on Oil: 6 Top Stocks to Buy for Continued 2021 Gains (24/7 Wall Street)
  20. General Electric Commits To Cutting Debt By 35% Within 3 Years (Benzinga)