Be in the know. 14 key reads for Tuesday…

  1. Fannie and Freddie Overhaul Reboot Benefits Many Mortgage Players (Wall Street Journal)
  2. Companies Are Giving Earnings Guidance Again. Why That’s Good for Stocks. (Barron’s)
  3. How Nadella Shook Up the Company’s Strategy—and Saw Big Gains (Barron’s)
  4. Boeing Gets Huge MAX Order. It’s a Bigger Deal Than the Latest Bad News. (Barron’s)
  5. Morgan Stanley and Wells Fargo Doubled Their Dividends. What It Means for Their Stocks. (Barron’s)
  6. A top Fed official says digital currency may be the money equivalent of parachute pants. (New York Times)
  7. Don’t Count on Needing a Covid Booster Shot, WHO Scientist Says (Bloomberg)
  8. Big tech and healthcare stocks stand to lose most from potential Biden tax hikes, BlackRock says (Business Insider)
  9. SEC’s Gensler aims to be ‘transformational’ Wall Street cop (Fox Business)
  10. Royal Caribbean Cruises (RCL) Sell Off Creates Buying Opportunity, Thoughts from CFO Meeting – Stifel (Street Insider)
  11. Costly New Alzheimer’s Drug Could Force Medicare to Restrict Access (Wall Street Journal)
  12. Full FDA approval of Pfizer’s and Moderna’s COVID-19 shots would reinvigorate the U.S. vaccination push — but it could still be months away (MarketWatch)
  13. Reflation trade unwind wrongfoots several big-name hedge funds (Financial Times)
  14. Fired by Bot at Amazon: ‘It’s You Against the Machine’ (Bloomberg)