Be in the know. 20 key reads for Monday…

  1. U.S. Banks to Turn Last Year’s Cash Buildup Into Profits (Wall Street Journal)
  2. Biden Eyes First Major Tax Hike Since 1993 in Next Economic Plan (Bloomberg)
  3. With New Covid Relief On Its Way, the Focus Turns to Infrastructure (Barron’s)
  4. China Industrial Output, Retail Sales Surge In Pandemic Rebound (Barron’s)
  5. Here’s What Wall Street Will Focus on as the Fed Rate Panel Meets (Barron’s)
  6. Americans Are Flying Again. Here’s Who Benefits. (Barron’s)
  7. White House Weighs How to Pay for Long-Term Economic Program (Wall Street Journal)
  8. Why the Next Big-Tech Fights Are in State Capitals (Wall Street Journal)
  9. Why $4-a-Gallon Gas May Be Coming Your Way This Summer (New York Times)
  10. New York Manufacturing Expands Most Since 2018 as Prices Climb (Bloomberg)
  11. The Housing Boom That Never Ends Already Wiped Out All the Short-Sellers (Bloomberg)
  12. India to propose cryptocurrency ban, penalising miners, traders –source (Business Insider)
  13. The $166 billion of SPAC deals in the 1st quarter exceeds all of 2020 (Business Insider)
  14. Big questions loom ahead of Biden’s next spending push, like ‘what is infrastructure?’ (Reuters)
  15. Investor questions for the Fed: rebound, inflation and yields (Reuters)
  16. Why Costco may actually still win long after the pandemic ends (Yahoo! Finance)
  17. China Becomes First Major Economy to Start Withdrawing Pandemic Stimulus Efforts (Wall Street Journal)
  18. Taylor Swift Wins Album of the Year at the Grammys (Wall Street Journal)
  19. Not-So Supertankers Deserve a Look as Pandemic Fades (Wall Street Journal)
  20. Overlooked corner of stock market offers protection from bond-market volatility (Fox Business)

Be in the know. 15 key reads for Sunday…

  1. Factbox: Energy firms seize on carbon tech, environmental goals to build new businesses (Reuters)
  2. Well-Known Companies Highlight Stocks to Buy Under $10 With Huge Potential (24/7 Wall Street)
  3. Fed to Hike Rates in 2023 but Dots Won’t Show It, Economists Say (Bloomberg)
  4. Air Force Receives First F-15EX Capable Of Carrying Hypersonic Weapons (ZeroHedge)
  5. Goldman’s Clients Are Asking If There Are Any Cheap Stocks Left (ZeroHedge)
  6. March Quarterly Options Expiration Week Historically Bullish: DJIA, S&P 500 & NASDAQ Up 10 of Last 13 (Almanac Trader)
  7. Banksy’s Painting for Health Care Workers Will Be Sold to Benefit England’s National Health Service (architecturaldigest)
  8. This Ferrari Monza SP1 Is World’s Most Beautiful Car, According to Science (Maxim)
  9. jaguar is restoring 12 e-type sports cars for its 60th anniversary (designboom)
  10. Top Gear Season 30: How the World’s Most Famous Motoring Show Out-Drove a Pandemic (thedrive)
  11. Most Dictators Self Destruct. Why? (getpocket)
  12. The European Central Bank fumbles its way towards yield curve control (moneyweek)
  13. Avoiding Bad Decisions (Farnam Street)
  14. Spirit: From laughingstock to legit airline (USA Today)
  15. Short Sellers Boost Bets Against SPACs (Wall Street Journal)

Be in the know. 50 key reads for Saturday…

  1. Big Pharma Battled the Pandemic. The Stocks Are Cheap. (Barron’s)
  2. These Aerospace Stocks Will Take Flight Soon. Flying Taxis? Not So Fast. (Barron’s)
  3. The pandemic made these cereals cool again (CNN Business)
  4. The value proposition for markets (Financial Times)
  5. Boeing Gets a Brand New 737 MAX Buyer, and the Stock Is Jumping (Barron’s)
  6. U.S. Surpasses 100 Million Covid-19 Vaccines Administered (Wall Street Journal)
  7. The tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016 (CNBC)
  8. Curious Speculations: Collectibles & NFTs (investoramnesia)
  9. As Covid Wanes, the U.S. Economy Could Soar. What That Means for Investors (Barron’s)
  10. Charlie Munger uses these mental tricks (cmqinvesting)
  11. Value Investors Finally Have Reason to Celebrate—for Now (Wall Street Journal)
  12. Fox’s Tubi Made Millions With Reruns. Now It Wants Original Programming (Bloomberg)
  13. Why You Should Be Wary of Claims That the Stock Market Is in a Bubble (Time)
  14. ‘Stimmy’ Is Setting Stage for Next Wave of Retail Stock Frenzy (Bloomberg)
  15. The Renaissance of Pipelines (contrarianedge)
  16. Novavax Stock Jumps on Final Data From U.K. Vaccine Trial (Barron’s)
  17. David Tepper says he’s getting bullish on stocks for a very specific reason (CNBC)
  18. Drive-Throughs That Predict Your Order? Restaurants Are Thinking Fast (New York Times)
  19. What Came Before the $10 Billion Bet on Flying Taxis (Wall Street Journal)
  20. Charlie Munger: How Berkshire got started and became a success (YouTube)
  21. 3D-printed housing developments suddenly take off – here’s what they look like (CNBC)
  22. Higher Rates Won’t Kill the Stock Market. What to Do Now. (Barron’s)
  23. The Tactics People Are Using to Get Their Money Out of China (Bloomberg)
  24. How Non-Fungible Tokens Are Transforming the Art World (Barron’s)
  25. The Booming IPO Market Shows No Signs of Slowing. What Investors Need to Know. (Barron’s)
  26. Eli Lilly Offers More Positive Data on Its Alzheimer’s Drug (Barron’s)
  27. 14 Undervalued Small-Cap Stocks (Morningstar)
  28. Here’s What Wall Street Will Focus on Next Week as Fed Rate Panel Meets (Barron’s)
  29. Bear Warning Seen With Nasdaq 100 Velocity Stalling at 2000 Peak (Bloomberg)
  30. How Israel Became the World Vaccine Leader (Wall Street Journal)
  31. It’s Not Just GameStop. Why These Retro Stocks Are Suddenly Hot. (Barron’s)
  32. How to Play the Valuation Gap Between Growth and Value Stocks (Barron’s)
  33. Covid-19 Rewrote the Rules of Shopping. What Is Next? (Wall Street Journal)
  34. Short Seller Takes Aim at Another EV Maker. Its Stock Is Tumbling. (Barron’s)
  35. China’s Corporate Earnings Set for Biggest Jump in a Decade (Bloomberg)
  36. Bridgewater’s Prince warns on risky assets after bond decline (Financial Times)
  37. China Aims to Vaccinate 70-80% of Population By Mid-2022 (Bloomberg)
  38. Americans with more education are optimistic about the economy. The rest aren’t. (Business Insider)
  39. Why the spiking bond yields driving sharp losses in tech stocks are not a long-term threat to the market, according to one Wall Street chief strategist (Business Insider)
  40. Tech’s Volatility Roller Coaster Is Back at Pandemic-Crash Level (Bloomberg)
  41. Factories Are Gearing Up for a Post-Covid Boom (Bloomberg)
  42. Billionaire and Celebrity Endorsements Lure Retail Investors to the SPAC Craze (Bloomberg)
  43. Everything Hot Is ‘Unwinding’ in $21 Billion of Clean-Power ETFs (Bloomberg)
  44. 50 Companies to Watch in 2021 (Bloomberg)
  45. Vitalik Buterin, Creator of Ethereum, on Understanding Ethereum, ETH vs. BTC, ETH2, Scaling Plans and Timelines, NFTs, Future Considerations, Life Extension, and More (Featuring Naval Ravikant) (#504) (Tim Ferriss)
  46. Investors Panic During Natural Disasters. Who Wins When They Do? (institutionalinvestor)
  47. Investors see ‘gold rush on steroids’ for green battery metals (Financial Times)
  48. For Wall Street, Everybody’s a Post-Covid Winner (Wall Street Journal)
  49. 17 Reasons to Let the Economic Optimism Begin (New York Times)
  50. $100 Billion Has Rotated Back To Value Investing, And More Could Be Coming (ZeroHedge)

Be in the know. 23 key reads for Friday…

  1. Homebuyers Are Heading to Florida During Covid, but Nearly as Many Are Moving Out (Wall Street Journal)
  2. Want a greener world? Don’t dump oil stocks (Financial Times)
  3. JPMorgan says stocks in these sectors will lead markets higher as economy recovers (CNBC)
  4. Oil Giants Prepare to Put Carbon Back in the Ground (New York Times)
  5. Biden Sees Normalcy Returning by Summer as Vaccinations Surge (Bloomberg)
  6. Shell Doubled Oil-Trading Profit to $2.6 Billion Last Year (Bloomberg)
  7. Stockpickers Can Breathe Again as FANGs Stumble (Bloomberg)
  8. Apollo Bets a New Roaring ’20s Will Revive Vegas After Vaccines (Bloomberg)
  9. Apollo Bids $11 Billion For a Different Headache (Bloomberg)
  10. Novavax vaccine 96% effective against original coronavirus, 86% vs British variant in UK trial (CNBC)
  11. China’s GDP growth target of over 6% is easy to reach – and that’s not a bad thing, analysts say (CNBC)
  12. Hyatt Hotels CEO sees ‘clear path to recovery’ after Covid rocked industry (CNBC)
  13. Bill Gates is worried about Bitcoin, other cryptocurrencies for this reason (Fox Business)
  14. The Booming IPO Market Shows No Signs of Slowing (Barron’s)
  15. Things Are Good for Industrial Stocks. A Hidden Dividend Aristocrat Shows Why. (Barron’s)
  16. China’s Antitrust Regulators Fine Tencent, Baidu and 10 Others as Big Tech Crackdown Intensifies (Barron’s)
  17. Here’s how far the Nasdaq could fall if bond yields reach 2% (MarketWatch)
  18. 10 Ways to Play the Oil Rally (Barron’s)
  19. The rotation into cyclical stocks isn’t over, but investors should use volatility to ‘build positions’ in tech, UBS says (Business Insider)
  20. China Lays Plans to Tame Tech Giant Alibaba (Wall Street Journal)
  21. Israeli Strikes Target Iranian Oil Bound for Syria (Wall Street Journal)
  22. Beeple NFT Fetches Record-Breaking $69 Million in Christie’s Sale (Wall Street Journal)
  23. Cash-Out Refinancings Hit Highest Level Since Financial Crisis (Wall Street Journal)