Tag: StockMarket

Be in the know. 15 key reads for Tuesday…

  1. Shell, Exxon Look to Profit From Capturing Customers’ Carbon Emissions (Wall Street Journal)
  2. Central Banks Are Trying to Muscle Aside Bitcoin (Barron’s)
  3. Procter & Gamble earnings beat as consumers hang on to pandemic cleaning habits; price hikes ahead (CNBC)
  4. Company earnings are rebounding, but anything short of perfect could be trouble. (New York Times)
  5. You’ve Come a Long Way. The Energy Report 04/20/2021 (Phil Flynn)
  6. The Rage of Carson Block (institutional investor)
  7. Natural gas producer EQT backs Biden’s methane crackdown (Financial Times)
  8. Johnson & Johnson Just Reported Earnings. This Number Is Critical. (Barron’s)
  9. 10 Stocks That Could Get Hit by Higher Taxes (Barron’s)
  10. Why the Reflation Trade Remains a Good Bet (Barron’s)
  11. These 6 Commercial REITs Are Too Cheap, Morgan Stanley Says (Barron’s)
  12. Lockheed Produced a Strong Quarter. (Barron’s)
  13. P&G Flags Price Increases as Earnings Beat Forecasts (Barron’s)
  14. These 20 Affordable European Companies May See Earnings Surge (Barron’s)
  15. Stock Shorts Collapse as No Hedge Fund Wants ‘Head Ripped Off’ (Bloomberg)

Be in the know. 20 key reads for Monday…

  1. More Stocks Are Participating in Rally, an Encouraging Sign for Bull Market (Wall Street Journal)
  2. S&P 500, Dow set to ease from record levels; Coca-Cola rises on results (Reuters)
  3. Nearly half of Americans are too nervous to invest in stocks right now, new survey shows (Business Insider)
  4. John Hempton on What It’s Like To Short Right Now (Podcast) (Bloomberg)
  5. Why did the Fed print so much money? Thomas Hayes on valuations, and best stock sectors (KITCO)
  6. Feel the Earth. The Energy Report 04/19/2021 (Phil Flynn)
  7. Here’s a technical analyst’s explanation of the short squeeze driving bonds (MarketWatch)
  8. Consumer Staples Stocks Had a Rough Year. We Found 3 Potential Winners. (Barron’s)
  9. Economic Growth Is Set to Surge. Hiring Might Not Keep Up. (Wall Street Journal)
  10. BP Wants to Stop Burning Off Gas in America’s Top Oil Field (Wall Street Journal)
  11. The New York Power Lunch Is Back, With New Rules (Wall Street Journal)
  12. Employers are chasing candidates amid worker shortages (USA Today)
  13. Tesla Runs on Faith, Exxon Runs on Discipline. Only One Is Right (Bloomberg)
  14. Fauci expects J&J COVID-19 vaccines to be back in use by Friday (MarketWatch)
  15. Coca-Cola beats on earnings, says demand in March hit pre-Covid levels (CNBC)
  16. Stocks are booming higher, but traders are having a harder time making money (CNBC)
  17. Investors should be ‘aggressively buying’ if stock market has pullback: Investment strategist (Fox Business)
  18. Citigroup to ramp up Chinese investment banking plan – source (streetinsider)
  19. Biogen (BIIB) Has Best Risk/Reward Over Next Couple of Years – Jefferies (streetinsider)
  20. CVS to offer three over-the-counter COVID-19 tests for use at home (Yahoo! Finance)

Be in the know. 10 key reads for Sunday…

  1. America Is Short of Home Builders as Well as Homes (Wall Street Journal)
  2. Robert Arnott on Global Asset Management (Podcast) (Bloomberg)
  3. Sell in May??? Post-Election-Year “Worst Months” Mixed (Almanac Trader)
  4. How Pfizer Became the Status Vax (Slate)
  5. Billionaire Reveals His ‘Secret’ To Beating China At Manufacturing (Forbes)
  6. How spooks are turning to superforecasting in the Cosmic Bazaar (The Economist)
  7. ECRI Weekly Leading Index Update (advisorperspectives)
  8. The Transcript 04.12.21: Reopening euphoria (The Weekly Transcript)
  9. Formula 1 Is Heading to Miami (Road and Track)
  10. Historic Oil Glut Amassed During the Pandemic Has Almost Gone (Bloomberg)

Be in the know. 28 key reads for Saturday…

  1. 10 reasons why the value-stock resurgence has further to run, according to BofA (Business Insider)
  2. 10 Solid Dividend-Paying Stocks on Sale (Morningstar)
  3. Tech Stocks Are Mired in Unfamiliar Territory as Market Laggards (Bloomberg)
  4. Li Lu: Value Investing in China, Full Transcript (latticeworkinvesting)
  5. Activist Investors Are Rattling Cages Again (Barron’s)
  6. Last winter saw larger-than-average U.S. natural gas withdrawals from storage (EIA)
  7. Home Building Picked Up in March. What It Could Mean for Skyrocketing Prices. (Barron’s)
  8. 3 Big Banks Had Huge Bond Sales This Week. What It Means for Markets. (Barron’s)
  9. Mark Rothko’s ‘Untitled’ From 1970 Could Fetch US$40 Million at Christie’s (Barron’s)
  10. What It Would Take for the S&P 500 to Hit 4500 by Year End (Barron’s)
  11. How People Get Rich Now (paulgraham)
  12. 4 Electric-Vehicle Charging Stocks at Fire-Sale Prices (Barron’s)
  13. Mexican Stocks Look Ready to Rally. Here’s Why. (Barron’s)
  14. Jane Fraser’s Debut as Citi’s CEO Hits All the Right Notes (Barron’s)
  15. The Stock Market Climbed Because Tumbling Bond Yields Don’t Mean What They Used To (Barron’s)
  16. Here’s how the ‘pause’ on J&J’s COVID-19 shot may or may not affect the company’s earnings (MarketWatch)
  17. Bill Miller 1Q 2021 Market Letter (millervalue)
  18. No Causal Link Found So Far Between J&J’s Covid-19 Vaccine and Blood-Clot Cases, Company Researchers Say (Wall Street Journal)
  19. Oakmark’s Bill Nygren on his expectations for the economic recovery (CNBC)
  20. The Bull Case for a $100 Million New Jersey Deli (Wall Street Journal)
  21. The Most Important Number of the Week Is 9.8% (Bloomberg)
  22. Boom Times Are Coming, If Only You Can Wait (Bloomberg)
  23. Hedge Funds Are Ready to Get Out of New York and Move to Florida (Bloomberg)
  24. SpaceX wins $2.9bn Nasa contract to land Americans on the moon (Financial Times)
  25. The labor market is the strongest it’s been since the pandemic started — and setting up a huge boost to America’s most crucial economic engine (Business Insider)
  26. 3 reasons the stock market is poised for a near-term correction, according to LPL (Business Insider)
  27. Pipeline pressure and Elliott’s stake have GSK in a spin (Financial Times)
  28. Netscape 2.0: Coinbase stock debut rekindles memories of web breakthrough (Financial Times)