Be in the know. 20 key reads for Saturday…

  1. Lasry: Hertz Debt Is an Opportunity (Barron’s)
  2. Hedge Fund Tips – Who Was Really the Dumb Money? (Zero Hedge)
  3. The Fed Is Optimistic—If Congress Does More Now (Barron’s)
  4. Get Ready for ‘Mother of All Bidding-War Seasons,’ Says Real Estate CEO (Barron’s)
  5. Why Regional Theme Parks Could Be the Place to Be This Summer (Barron’s)
  6. Here’s how the stock market tends to trade after brutal selloffs like Thursday’s (MarketWatch)
  7. Bank of America Stock Stands to Gain on Stress Test and Earnings (Barron’s)
  8. 10,000 Steps a Day Is a Myth. The Number to Stay Healthy Is Far Lower. (Wall Street Journal)
  9. Before Catching Coronavirus, Some People’s Immune Systems Are Already Primed to Fight It (Wall Street Journal)
  10. American Express Gets Nod to Start Operating Card Network in China (Wall Street Journal)
  11. Steven Mnuchin Says White House Considering Second Round of Stimulus Payments (Wall Street Journal)
  12. Twitter Restores Zero Hedge Account After Admitting Error (Bloomberg)
  13. ‘Economists make fortune-tellers look good’: This investment manager thinks the US is on course for a V-shaped recovery as markets ‘have already priced in’ a 2nd wave of coronavirus (Business Insider)
  14. Global stocks could soar 47% from current levels as recent sell-off rejuvenates the bull market, JPMorgan says (Business Insider)
  15. US consumer sentiment jumps the most since 2016 on renewed hiring efforts (Business Insider)
  16. Cliff Asness, AQR Founder and Libertarian Firebrand, Tells Staff That ‘Black Lives Matter’ (Institutional Investor)
  17. Donald Trump’s New Secret Weapon: Boats (Vanity Fair)
  18. 5 Signs This Might Be a New Bull Market (A Wealth of Common Sense)
  19. Jeremy Siegel declares end to the 40-year bull market in bonds (CNBC)
  20. CNBC’s full interview with Ron Baron (CNBC)