Be in the know. 17 key reads for Monday…

  1. Covid-19 Pill Shows Promise in Preliminary Testing (Wall Street Journal)
  2. In Just Hours, Kuroda Kills Weeks of Selling in Japanese Bonds (Bloomberg)
  3. “Balls To The Wall” 2.0 – David Tepper Turns Bullish On Stocks, Sees Bonds Stabilizing (ZeroHedge)
  4. Financial Stocks Have Crushed Tech. The Trade Is Still Alive (Barron’s)
  5. BOJ’s Kuroda brushes aside chance of widening yield band at March review (Yahoo! Finance)
  6. Buyback authorizations total $126 billion YTD, 50% greater than the same time last year and the largest total at this point during the year on record (Yahoo! Finance)
  7. David Tepper is getting bullish on stocks, believes rising rates are set to stabilize (CNBC)
  8. Key Saudi Arabian Oil Site Attacked, Stoking Regional Tensions (Bloomberg)
  9. Investors Rotate to Reflation Trades After U.S. Senate Passes Stimulus Plan (Barron’s)
  10. Vertex Stock Fell After a Setback on a New Drug. It’s an Opportunity for Investors. (Barron’s)
  11. GE Nears Deal to Combine Aircraft-Leasing Unit With AerCap (Wall Street Journal)
  12. Analysis: Iran slips record volume of oil into China, reaches out to Asian clients for trade resumption (Reuters)
  13. Goldman Economists See 4.1% Unemployment in U.S. by End of Year (Bloomberg)
  14. Value’s Long-Awaited Dawn May Finally Be Here (Bloomberg)
  15. Young people looking to spend almost half of their stimulus check on stocks: Survey (CNBC)
  16. 7 reasons why investors should buy the stock market’s recent dip, even as bond yields surge, according to Fundstrat’s Tom Lee (Business Insider)
  17. Corporate America bounces back from the pandemic (Financial Times)