Be in the know. 23 key reads for Friday…

  1. Homebuyers Are Heading to Florida During Covid, but Nearly as Many Are Moving Out (Wall Street Journal)
  2. Want a greener world? Don’t dump oil stocks (Financial Times)
  3. JPMorgan says stocks in these sectors will lead markets higher as economy recovers (CNBC)
  4. Oil Giants Prepare to Put Carbon Back in the Ground (New York Times)
  5. Biden Sees Normalcy Returning by Summer as Vaccinations Surge (Bloomberg)
  6. Shell Doubled Oil-Trading Profit to $2.6 Billion Last Year (Bloomberg)
  7. Stockpickers Can Breathe Again as FANGs Stumble (Bloomberg)
  8. Apollo Bets a New Roaring ’20s Will Revive Vegas After Vaccines (Bloomberg)
  9. Apollo Bids $11 Billion For a Different Headache (Bloomberg)
  10. Novavax vaccine 96% effective against original coronavirus, 86% vs British variant in UK trial (CNBC)
  11. China’s GDP growth target of over 6% is easy to reach – and that’s not a bad thing, analysts say (CNBC)
  12. Hyatt Hotels CEO sees ‘clear path to recovery’ after Covid rocked industry (CNBC)
  13. Bill Gates is worried about Bitcoin, other cryptocurrencies for this reason (Fox Business)
  14. The Booming IPO Market Shows No Signs of Slowing (Barron’s)
  15. Things Are Good for Industrial Stocks. A Hidden Dividend Aristocrat Shows Why. (Barron’s)
  16. China’s Antitrust Regulators Fine Tencent, Baidu and 10 Others as Big Tech Crackdown Intensifies (Barron’s)
  17. Here’s how far the Nasdaq could fall if bond yields reach 2% (MarketWatch)
  18. 10 Ways to Play the Oil Rally (Barron’s)
  19. The rotation into cyclical stocks isn’t over, but investors should use volatility to ‘build positions’ in tech, UBS says (Business Insider)
  20. China Lays Plans to Tame Tech Giant Alibaba (Wall Street Journal)
  21. Israeli Strikes Target Iranian Oil Bound for Syria (Wall Street Journal)
  22. Beeple NFT Fetches Record-Breaking $69 Million in Christie’s Sale (Wall Street Journal)
  23. Cash-Out Refinancings Hit Highest Level Since Financial Crisis (Wall Street Journal)