Be in the know. 20 key reads for Thursday…

  1. Top Analyst Says Software Stocks Are Expensive Now: 5 High-Value Conviction Buys (24/7 Wall Street)
  2. Spac boom fuels strongest start for global M&A since 1980 (Financial Times)
  3. Long-term US government bonds endure worst quarterly fall since 1980 (Financial Times)
  4. Archegos debacle reveals hidden risk of lucrative swaps (Financial Times)
  5. 5 Weirdest Corporate April’s Fool Pranks Of All Time: Voltswagen, Tesla Model W And More (Benzinga)
  6. The Wrong Guy. The Energy Report 04/01/2021 (Phil Flynn)
  7. Biden’s Push for Electric Cars: $174 Billion, 10 Years and a Bit of Luck (New York Times)
  8. 3 Underperforming IPO Stocks Worth a Second Look (Barron’s)
  9. It’s a Great Time to Own Financial Stocks. Here’s Why. (Barron’s)
  10. Optimistic Forecasts on Economy Might Still Be Too Dismal (Wall Street Journal)
  11. Biden’s $2.3 Trillion Infrastructure Plan Takes Broad Aim (Wall Street Journal)
  12. What’s in Biden’s $2 Trillion Corporate Tax Plan (Wall Street Journal)
  13. Shoppers Start to See Effect of Higher Commodity Costs (Wall Street Journal)
  14. How Japanese Investors Accelerated the Treasury Selloff (Wall Street Journal)
  15. Walgreens Reports Stronger Profit as Covid-19 Vaccine Rollout Ramps Up (Wall Street Journal)
  16. Pfizer says COVID-19 vaccine lasts 6 months, protects against variants (New York Post)
  17. Goldman Sachs Sees “Significant Downside Risk” to Apple (AAPL) Services Growth (Street Insider)
  18. US home prices are rising at their fastest in 15 years – and Goldman says they’ll surge another 7% this year (Business Insider)
  19. S&P 500 clears 4,000 milestone as data show U.S. factories booming (MarketWatch)
  20. Japan and South Korea reported unexpectedly strong economic data, as Asian stocks rise (MarketWatch)