The Diana Ross “Upside Down” Stock Market (and Sentiment Results)…

The song we chose to embody this week’s stock market sentiment is Diana Ross’, “Upside Down”: Continue reading “The Diana Ross “Upside Down” Stock Market (and Sentiment Results)…”

Be in the know. 25 key reads for Wednesday…

  1. More Rate Scares Ahead for Stocks (Wall Street Journal)
  2. Exxon vs activists: can disenchanted investors force change? (Financial Times)
  3. US Treasury bond wobble heightens concerns over health of $21tn market (Financial Times)
  4. Financials may be a silver lining in bond market rout (Financial Times)
  5. Property and the pandemic: the great reckoning that never seems to arrive (Financial Times)
  6. Saudi Arabia says Khashoggi report won’t set back US relations (Financial Times)
  7. Bitcoin cannot replace the banks (Financial Times)
  8. Las Vegas Sands sells the Venetian, Sands Expo for $6.25B (FoxBusiness)
  9. SPACs are now a $700 billion market: Morning Brief (Yahoo! Finance)
  10. Analysis: Fed may need more than words in next battle with markets (Reuters)
  11. Oil up as OPEC+ considers rollover rather than raising output (Street Insider)
  12. Apollo to Acquire Retailer Michaels for $3.3 Billion in Cash (Bloomberg)
  13. Companies Are Feeling the Inflation Pinch. What to Watch Next. (Barron’s)
  14. Forget GameStop. If You Want Real Risk, Invest in Supercars (Bloomberg)
  15. Fox News Finds It’s Back in Familiar Spot: Prime-Time Lead (Bloomberg)
  16. ‘Big Short’ investor Michael Burry says governments may ‘handicap’ bitcoin – and doubts it can disrupt global finance (Business Insider)
  17. Oil industry is getting greener faster as U.S. policy shifts to climate change (CNBC)
  18. Cruise Stocks Get Upgraded by Macquarie, Because Covid’s Worst Is in the Past (Barron’s)
  19. There Probably Won’t Be a Post-Covid Wave of Foreclosures (Barron’s)
  20. U.S. Vaccine Shortage Could Soon End With Oversupply (Barron’s)
  21. Democrats Are Already Looking Ahead to More Economic Relief (Barron’s)
  22. Here’s the problem the Fed is fueling — and it’s not inflation, strategist says (MarketWatch)
  23. Big Oil ‘Friends’ the Carbon Tax (Wall Street Journal)
  24. CVS, Walgreens Look for Big Data Reward From Covid-19 Vaccinations (Wall Street Journal)
  25. Houston’s Big Oil Conference Goes Green as Energy Transition Accelerates (Wall Street Journal)

Be in the know. 15 key reads for Tuesday…

  1. The Money Gusher Says There’s No Stocks Bubble Yet (Bloomberg)
  2. Space Will Be a Software Business Too (Barron’s)
  3. Goldman Sachs says it’s the beginning of a structural bull market in commodities (MarketWatch)
  4. Value Investing Is Finding Favor in Emerging Markets. Here’s What To Own Now. (Barron’s)
  5. Wall Street Bullishness Is Becoming a Contrarian Sell Signal (Bloomberg)
  6. The Energy Report 03/02/2021 (Phil Flynn)
  7. Big Oil Faces Off Against Clean-Energy Giants (Wall Street Journal)
  8. Rocket’s Mortgage Engine Is Still Running Hot (Wall Street Journal)
  9. Fed policy changes could be coming in response to bond market turmoil, economists say (CNBC)
  10. Saudi Arabia and Russia are at loggerheads again, but OPEC meeting ‘unlikely to ruin the oil party’ (CNBC)
  11. Investor Dan Loeb says he’s been exploring cryptocurrencies to bridge the gap between traditional finance and new ‘controversial ideas’ (Business Insider)
  12. Warren Buffett May Yet Have His Revenge on Dave Portnoy (Bloomberg)
  13. More Space Stocks Are Coming. Investors Are Pleased. (Barron’s)
  14. U.S. to Take Hard Line on Chinese Trade Practices, Administration Says (Wall Street Journal)
  15. United Airlines Buys 25 New Boeing 737 MAX Jets (Wall Street Journal)

Be in the know. 15 key reads for Monday…

  1. These Undervalued Stocks Are Set to Beat Pre-Covid Earnings (Barron’s)
  2. J&J’s Vaccine Is Authorized. Here’s What It Means for the Stock. (Barron’s)
  3. 12 Stocks and Funds to Play the Coming Green Boom for Utilities (Barron’s)
  4. U.K. Builders Are Surging. Morgan Stanley Says Government Program to Help Housing Market. (Barron’s)
  5. Iran Rejects Offer of Direct U.S. Nuclear Talks, Ratcheting Up Tension With West (Wall Street Journal)
  6. Biden offers support to Amazon workers attempting to unionize in Alabama (New York Post)
  7. Trump calls on states to address tech monopolies if congress fails to act (New York Post)
  8. 10-year Treasury yield holds below 1.50% as bond market selloff cools (MarketWatch)
  9. How Exxon Could Send Its Stock Even Higher (Barron’s)
  10. Oil prices resume rally ahead of this week’s OPEC+ decision on crude production (MarketWatch)
  11. South Korean exports rise for 4th straight month (MarketWatch)
  12. 5 Industrial Stocks Poised to Benefit From Rising Inflation (Barron’s)
  13. U.S. Enlists Allies to Counter China’s Technology Push (Wall Street Journal)
  14. How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last (Wall Street Journal)
  15. OPEC oil output falls in February on Saudi additional cut – survey (Reuters)
  16. Australian central bank boosts bond purchases after borrowing costs soar (Financial Times)