Be in the know. 30 key reads for Wednesday…

  1. GE Had a Surprise Profit. Cash Flow Was Great. (Barron’s)
  2. Greenlight Capital’s David Einhorn just called the top in stocks, and gave 10 reasons why tech is in a bubble (Business Insider)
  3. The Oil Industry Trend That Could Pump Stock Prices Higher (Barron’s)
  4. Wells Fargo Hits Lowest Since 2009 as Investors Await Strategy (Bloomberg)
  5. JPMorgan Asks “What If Trump Wins?” (ZeroHedge)
  6. Microsoft dips on weak revenue guidance (CNBC)
  7. Why Ray Dalio hates cash and bonds, and says the election won’t change his view on the economy (MarketWatch)
  8. Gundlach: Trump Will Win Next Week, And By 2027 “There Will Be Some Sort Of Revolution” (ZeroHedge)
  9. Battered Up. The Energy Report 10/28/2020 (Phil Flynn)
  10. Inventories Appear to Have Stopped Falling. That’s a Good Sign for Manufacturers and Jobs. (Barron’s)
  11. Alphabet’s ‘Legal Woes’ Overshadow Earnings (Barron’s)
  12. The ‘Recovery Has Been Faster Than Expected,’ Says an Industrial Components CEO (Barron’s)
  13. Microsoft Earnings Top Expectations, Driven By Cloud Computing (Barron’s)
  14. Stocks With Solid Balance Sheets Have Been 2020 Winners. They Will Be Again in 2021. (Barron’s)
  15. JPMorgan Says Trump Win Could Spur U.S. Stocks, Dent Asia Assets (Bloomberg)
  16. GE Jumps on Surprise Profit as CEO Larry Culp Sees Turnaround Accelerating (Bloomberg)
  17. The New Bugatti Bolide Is a Study in Speed Set for the Track (Bloomberg)
  18. Microsoft’s Search Revenue Downtrend Signals Trouble For Google Too (Benzinga)
  19. These Allocators Say They Are Sticking With Value Managers (Institutional Investor)
  20. Factories Hum to Keep Up With Auto, Housing Demand (Wall Street Journal)
  21. Apple develops alternative to Google search (Financial Times)
  22. Odds favor a post-election rally in stocks, even if the election is contested, Fundstrat’s Tom Lee says (Business Insider)
  23. Microsoft (MSFT) Shares Dip as Q1 Beats But Guidance Misses on Volatile Personal Computing Segment; Goldman, Others Raise Targets (StreetInsider)
  24. Economic data continues to beat expectations: Morning Brief (Yahoo! Finance)
  25. Why ExxonMobil is sticking with oil as rivals look to a greener future (Financial Times)
  26. The Fed has done nearly all it can do — and it’s now up to Congress to further aid the economy, ex-New York Fed president says (Business Insider)
  27. Investors should rotate away from tech stocks and into these 4 sectors before 2021 brings market relief from turmoil, a Wall Street investment chief says (Business Insider)
  28. Trump Weighs Executive Order to Show Support for Fracking (Wall Street Journal)
  29. Dodd-Frank Undermines the Fight Against Covid (Wall Street Journal)
  30. Raytheon Shrinks to Fit Jet Downturn (Wall Street Journal)