Be in the know. 20 key reads for Saturday…

  1. Watch the highlights from CNBC’s Pro Talk with Oakmark’s Bill Nygren (Banks & Energy) (CNBC)
  2. 33 Undervalued Stocks for the Second Quarter (Morningstar)
  3. San Francisco Fed’s Mary Daly Says the Economy Will Rebound Sharply by the Fall (Barron’s)
  4. Wall Street comes to grips with a Fed that will do what it says (MarketWatch)
  5. Stock-Market Investing Is Picking Up. Baby Boomers Might Be Behind It. (Barron’s)
  6. Getting Women Back into the Workforce Is a Priority of the Fed. Here’s Why. (Barron’s)
  7. Value Stocks Are Ready to Win Again, if the Fed Behaves (Barron’s)
  8. Musk’s Las Vegas Tunnel Is Like a Tesla Amusement Park Ride (Bloomberg)
  9. Nancy Reagan and the Power of Intimacy (Wall Street Journal)
  10. Wall Street investors look warily at gathering tax ‘storm’ (Financial Times)
  11. Why ‘Peak Oil’ Won’t Mean the End of Drilling (Bloomberg)
  12. The broader stock market is not in a bubble, but these 5 sectors are, according to JPMorgan (Business Insider)
  13. The economy is on the cusp of a major boom. Economists believe it could last (CNBC)
  14. Billionaire investor Peter Thiel called out Apple and Google, warned about TikTok and bitcoin, and criticized China at a recent event. Here are the 17 best quotes. (Business Insider)
  15. Earning season is about to get underway and that could be a positive catalyst for stocks (CNBC)
  16. Finances not so grim for millions of Americans a year after COVID (USA Today)
  17. Warren Buffett and Charlie Munger on Leverage (dividendgrowthinvestor)
  18. Drugmakers and Managed-Care Firms Are Poised for Growth (Morningstar)
  19. Q&A: Finding 100-Baggers (woodlockhousefamilycapital)
  20. JPM Annual Letter Jamie Dimon (jpmorganchase)