Be in the know. 20 key reads for Wednesday…

  1. Berkshire Reveals New Positions In Chevron, Verizon; Exits JPM; Trims Apple, Wells: Full 13F Summary (ZeroHedge)
  2. Goldman Tells Clients To “Add Energy” Stocks Which Are Badly Lagging Commodities (ZeroHedge)
  3. 5 Health Care Laggards With Healthy Upside Potential (24/7 Wall Street)
  4. February Bank of America Global Fund Manager Survey Results (Summary) (HedgeFundTips)
  5. This Is What Hedge Funds Bought And Sold In Q4: Complete 13F Summary (ZeroHedge)
  6. Waiting for Big Pharma’s Coronavirus Profits to Impress Wall Street (Wall Street Journal)
  7. Energy Transfer (ET) to Acquire Enable Midstream Partners (ENBL) in $7 Billion All-Equity Transaction (Street Insider)
  8. U.S. shale could face weeks of depressed oil production due to cold (Reuters)
  9. Baupost Group Takes a Large Stake in Intel (Institutional Investor)
  10. Mario Draghi lays out ambitious reforms for Italy (Financial Times)
  11. ‘We got lucky’: hedge funds that cashed in on the Reddit rally (Financial Times)
  12. Total chief warns of renewable energy bubble (Financial Times)
  13. The Riskiest Stocks Are in Favor. Why That Probably Won’t Change Soon. (Barron’s)
  14. Fed’s Yield-Curve Control Isn’t for Taming Long Bonds (Bloomberg)
  15. How Roblox, a video game platform for kids, became a $30 billion company (CNBC)
  16. ‘Big Short’ investor Michael Burry joins Warren Buffett in betting on Kraft Heinz (Business Insider)
  17. COVID-19 cases are dropping like a rock: Morning Brief (Yahoo! Finance)
  18. Why Rare Earths May Leave Europe and U.S. Vulnerable (Bloomberg)
  19. Building an Ice Rink in Your Backyard? ‘Water and Gravity Will Always Win’ (Wall Street Journal)
  20. Bulk Condo Buyers Descend on Manhattan, Looking for Cut-Rate Deals (Wall Street Journal)