Be in the know. 18 key reads for Friday…

  1. Investors Shouldn’t Sweat the Defense Budget. Here’s Why. (Barron’s)
  2. Aerospace and Defense May Be the Best Offense for Q2: 5 Top Stocks to Buy Now (24/7wallst)
  3. U.S. PPI up 1% in March, with factory-level inflation rate registering 4.2% on a year-over-year basis (MarketWatch)
  4. Biotech Stocks Hit A Snag — Why Experts Say The Heyday Isn’t Over (IBD)
  5. Why It Might Be Time to Buy Brazil Stocks (Barron’s)
  6. Stocks Are Close to Bubble Territory Again—but Only by Some Measures (Barron’s)
  7. Safe haven plays still popular amid rotation into cyclical stocks, March fund flows show (MarketWatch)
  8. Stock-Market Investing Is Picking Up. Baby Boomers Might Be Behind It. (Barron’s)
  9. First-Time Investors Now Make Up 15% of Retail Market (Institutional Investor)
  10. How Equity Analysts Filled the Covid-19 ‘Information Void’ (Institutional Investor)
  11. New York City’s Wealthy Will Pay Nation’s Highest Tax Rates. How Will That Affect a Rebound? (Wall Street Journal)
  12. Dangerous Games. The Energy Report 04/09/2021 (Phil Flynn)
  13. Home Prices Soar in Frenzied U.S. Market Drained of Supply (Bloomberg)
  14. ‘Enjoy this ride’ — Wharton’s Jeremy Siegel says stock market could go up 30% before boom ends (CNBC)
  15. NIH recommends Lilly and Regeneron’s combination antibody treatments to people with mild and moderate COVID-19 (MarketWatch)
  16. General Electric (GE) PT Raised to $17 at UBS on Turnaround (Street Insider)
  17. 2 wild economic charts we’ll be watching closely: Morning Brief (Yahoo! Finance)
  18. Inflation might be the way out of the debt crisis (Financial Times)

Be in the know. 30 key reads for Thursday…

  1. How Lee Iacocca Turned Getting Fired Into The Best Thing In The Long Run (Investor’s Business Daily)
  2. How a Simple Blood Test Could Reduce Cancer Deaths (Barron’s)
  3. 5 Things You Might Have Missed in the Fed’s Minutes (Barron’s)
  4. Not All Dividend Aristocrats Are the Same. Here Are 5 With the Fastest-Growing Payouts. (Barron’s)
  5. Job Openings Are Near Prepandemic Levels. Expect a Jolt of Hiring Post-Covid. (Barron’s)
  6. Citigroup Reports Earnings Next Week. How to Get Out in Front. (Barron’s)
  7. The Pandemic Took a Bite From Dividends in 2020. Now They’re Recovering. (Barron’s)
  8. 2 Home-Building Stocks That Could Be a Buy, Even If a Pullback Is Coming (Barron’s)
  9. This Time Is Different. Infrastructure Spending Could Actually Boost Stocks. (Barron’s)
  10. What Amazon’s Union Vote Means for Inflation (Barron’s)
  11. FDA Grants Full Approval to Gilead Breast Cancer Drug (Barron’s)
  12. Billionaire Peter Thiel warns bitcoin is a ‘Chinese financial weapon’ that needs tougher scrutiny (fnlondon)
  13. The biggest ‘inflation scare’ in 40 years is coming — what stock-market investors need to know (MarketWatch)
  14. The Dollar Bond Binge Will Come Home to Roost Even Without a Blow-Up (Wall Street Journal)
  15. As Americans start traveling again, airlines revive pilot hiring plans (CNBC)
  16. A large chunk of the retail investing crowd got their start during the pandemic, Schwab survey shows (CNBC)
  17. Fed Minutes Show Expectations for Stronger Economic Recovery (Wall Street Journal)
  18. Investors Big and Small Are Driving Stock Gains With Borrowed Money (Wall Street Journal)
  19. What’s in Biden’s Tax Plan? (New York Times)
  20. Amazon Is Helping to Resurrect the Labor Movement (Bloomberg)
  21. America’s Population Growth Looks to Be the Slowest Since 1918 (Bloomberg)
  22. JPMorgan’s Dimon Says ‘This Boom Could Easily Run Into 2023’ (Bloomberg)
  23. Yellen Says Tax Plan Recoups $2 Trillion in Overseas Profits (Bloomberg)
  24. Panasonic Bets on Tesla ‘Beer Can’ Battery to Unlock $25,000 EVs (Bloomberg)
  25. 3G Billionaires Snap Up Real Estate Bargains in Covid Hotbed (Bloomberg)
  26. The World’s Most Powerful Convertible Is a Study in Versatility (Bloomberg)
  27. US weekly jobless claims climb to 744,000 as unemployment remains persistently high Business Insider)
  28. Retail investors recovered faster than expected from February’s losses and data suggest older Americans are leading the latest round of buying (Business Insider)
  29. IHOP looks to reach goal of 10,000 new hires in coming months ahead of ‘restaurant renaissance’ (MarketWatch)
  30. Enbridge Seeks to Get More Gas to Energy-Hungry U.S. Northeast (Bloomberg)

The Van Morrison “Into the Mystic” Stock Market (and Sentiment Results)…

In recent weeks, we’ve talked about the concept of “crosswinds” in the market and that rather than focusing on the general indices, it was paramount to concentrate on sector rotation and the “rallies under the surface.” Continue reading “The Van Morrison “Into the Mystic” Stock Market (and Sentiment Results)…”