Be in the know. 19 key reads for Thursday…

  1. Cigna tops estimates for third quarter and raises EPS guidance (marketwatch)
  2. Warren Buffett’s Wisdom Can Cut Through the Fog of Inflation (Barron’s)
  3. High Anxiety. The Energy Report 11/04/2021 (Phil Flynn)
  4. Wall Street’s smartest hedge funds are now getting smacked by inflation (New York Post)
  5. Small-Cap Stocks Are Making a Comeback (Barron’s)
  6. IBM Spinoff Kyndryl Starts Trading. Now It Needs to Figure Out How to Grow. (Barron’s)
  7. Booking’s Earnings Show Travel Is Back (Barron’s)
  8. Merck Covid Pill Gets First Authorization From the U.K. The Stock Is Rising. (Barron’s)
  9. Three generations haven’t traded through an inflationary cycle. Here are the stocks for it, one seasoned fund manager says. (marketwatch)
  10. S. jobless claims drop to pandemic low of 269,000 as firms avoid layoffs during labor shortage (marketwatch)
  11. Some puzzles left behind after Fed Chair Powell’s press conference (marketwatch)
  12. After Tame Taper, Powell Shifts Focus Back to Jobs Market (Barron’s)
  13. House Releases Draft of Social Spending Bill. Paid Leave and SALT Added Back In. (Barron’s)
  14. Activision has worst day in 13 years, technician says it could be a buy (CNBC)
  15. Inflation Debate Can Wait as Fed Tapers (Wall Street Journal)
  16. The longest-standing tech analyst on Wall Street shares the 4 criteria he uses to identify the biggest winners in the market, and 2 stocks he thinks could be among the next FAANGs (businessinsider)
  17. Aston Martin Nears Rollout of $3 Million Valkyrie Hypercar (Bloomberg)
  18. In a Deal Desert, Warren Buffett’s Berkshire Hathaway Keeps Buying Itself (Wall Street Journal)
  19. How to Block Your Phone from Interrupting You (New York Times)