Be in the know. 25 key reads for Friday…

  1. Icahn sees energy sector rebound but urges patience (StreetInsider)
  2. Don’t miss out on this ‘generational opportunity’ in the stock market, hedge-fund manager says (MarketWatch)
  3. GE Stock Could Gain 50%. Goldman Sachs Explains Why. (Barron’s)
  4. Gilead’s remdesivir shaved five days off COVID-19 recovery time, reduced risk of death in some (StreetInsider)
  5. Gilead (GILD) Has Enough Remdesivir Supply on Hand to Treat All Hospitalized U.S. COVID Patients (StreetInsider)
  6. ValueAct’s Morfit says Citigroup positioned for growth, sees higher share price (StreetInsider)
  7. BofA Securities Upgrades Franklin Resources (BEN) Two-Notches to Buy on LM Deal, Strong Balance Sheet (StreetInsider)
  8. Goldman Sachs Reinstates General Electric (GE) at Buy (StreetInsider)
  9. Coronavirus mortgage bailouts fall below 3 million in pandemic’s biggest decline (CNBC)
  10. A breakdown of whether the Democrats’ stimulus bill is actually a ‘bailout’ of blue states (CNBC)
  11. Cheapest Small-Cap Stocks in 20 Years Shows Rally Can Keep Going (Bloomberg)
  12. U.S. bank stocks are fine, if you are rich in patience (Reuters)
  13. Opinion: Value stocks are poised to crush growth stocks after the presidential election (MarketWatch)
  14. Waymo Begins Fully Driverless Rides for All Arizona Customers (Bloomberg)
  15. Rich Americans Are Protecting Their Fortunes From a Possible Biden Win (Bloomberg)
  16. ‘A paradise for growth investors’: A Baillie Gifford fund manager overseeing almost $2 billion explains why investors are underestimating Japanese stocks – and shares his 3-part strategy for picking winners. (Business Insider)
  17. Coca-Cola, AMEX and Moody’s: Warren Buffett doubles his money on these stocks every 2 to 5 years (USA Today)
  18. Bullish signal suggesting further market upside (Business Insider)
  19. Renminbi jumps by most in more than 4 years as China returns to work (Financial Times)
  20. Domestic travel over Golden Week boosts China’s economic recovery (Financial Times)
  21. Why BofA Securities Income and Growth Portfolio Stocks May Be the Best 2021 Picks (24/7 Wall Street)
  22. Stimulus Talks Resume, but a Deal Remains Elusive (Wall Street Journal)
  23. IBM to Spin Off Services Unit to Accelerate Cloud-Computing Pivot (Wall Street Journal)
  24. Wells Fargo CEO Finds Himself on Defense After a Tough First Year (Wall Street Journal)
  25. Indonesia Has 270 Million People—and One of the World’s Lowest Covid-19 Testing Rates (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Coty Is One of 2020’s Worst-Performing Stocks. Why an Analyst Says Its Time to Buy. (Barron’s)
  2. Chevron Is Now the Biggest U.S. Oil Stock. (Barron’s)
  3. Emerging Markets Are Looking Attractive. Strategists Are Still Wary. (Barron’s)
  4. Cruise Stocks Are Climbing After a J.P. Morgan Analyst Boosts Price Targets (Barron’s)
  5. Wynn Resorts Stock Can Double: Fund Manager (Barron’s)
  6. Regeneron seeks emergency approval for COVID-19 drug that Trump took (New York Post)
  7. Eli Lilly seeks emergency use of its antibody drug for COVID-19 (New York Post)
  8. Fleetwood Mac’s ‘Dreams’: Mick Fleetwood recreates viral, cranberry juice-swigging TikTok video (USA Today)
  9. Westchester Home Prices Pushed to Record High By Bidding Wars (Bloomberg)
  10. Trump Says Eli Lilly Drug to Be Approved And He’s Not Contagious (Bloomberg)
  11. Hydrogen’s Dirty Little Secret (Wall Street Journal)
  12. Exxon Could Get a Chemical Turbo Boost if Oil Rebounds (Wall Street Journal)
  13. Lyft Orders Up a Side Dish (Wall Street Journal)
  14. Molson Coors (TAP) PT Raised to $62 at Guggenheim, Named ‘Best Idea’ (Street Insider)
  15. Wells Fargo cuts more jobs as part of earlier cost-cutting drive (Street Insider)
  16. Trump calls contracting coronavirus ‘blessing from God’ as Regeneron files for FDA approval (MarketWatch)
  17. Can Airport Covid Testing Get People Flying Again? (Wall Street Journal)
  18. Onto a new cloud — IBM to spin off managed infrastructure services unit (MarketWatch)
  19. Bausch Health shares jump 6% premarket after company offers upbeat revenue guidance (MarketWatch)
  20. AMC Entertainment expects 520 of its 600 U.S. theaters to be open by mid-October (MarketWatch)

Be in the know. 20 key reads for Wednesday…

  1. Lilly submits authorization request to FDA for antibody-based COVID-19 therapy (MarketWatch)
  2. Boeing’s Aviation Outlook Is Surprisingly Rosy. What It Means for the Stock. (Barron’s)
  3. The Labor Department’s Latest Blow Against ESG Investing (Barron’s)
  4. Trump Pushes for $1,200 Checks, PPP, and Airline Aid After Ending Stimulus Talks (Barron’s)
  5. House Report Attacks Tech Giants as Monopolists That Stifle Competition (Barron’s)
  6. What Time Is the 2020 Vice Presidential Debate Tonight? Here When It Starts and What to Watch. (Barron’s)
  7. Donald Trump’s COVID-19 treatment is similar to the average American hospitalized with coronavirus. Only faster. (USA Today)
  8. ECB’s Lagarde Pledges No Premature Removal of Monetary Support (Bloomberg)
  9. Wells Fargo Eliminates More Than 700 Jobs in Commercial Banking (Bloomberg)
  10. The US economy can survive without new stimulus until after the election and avoid a double-dip recession, Morgan Stanley’s investment chief says (Business Insider)
  11. Molson Coors (TAP) PT Raised to $62 at Guggenheim, Named ‘Best Idea’ (Street Insider)
  12. Trump says he’d approve 2nd round of stimulus checks after halting relief talks (Fox Business)
  13. SEE IT: Bill Murray joins FBN’s ‘The Claman Countdown’ (Fox Business)
  14. How podcasting became a new front in the streaming wars (Financial Times)
  15. Bill Gates Says Regulatory Approval For Antibody Drugs Could Sharply Reduce COVID-19 Mortality (Benzinga)
  16. Real-World Evidence: The Case of Peru (TrialSiteNews)
  17. Chevron vs. Exxon: Which Is a Better Buy? (U.S. News)
  18. Global Outlook Brightens as U.S. Consumer Imports Reach Pre-Pandemic Levels (Wall Street Journal)
  19. Covid-19 Antibody Drug From Glaxo, Vir Enters Final-Stage Testing (Wall Street Journal)
  20. Hedge funds make pandemic bet on insurance (Reuters)