Be in the know. 25 key reads for Monday…

  1. Wells Fargo upgraded to Outperform from Neutral at Credit Suisse (TheFly)
  2. Parts of the market are in a bubble, but they pose low risk to the S&P 500, Goldman says (CNBC)
  3. Biden’s Bull Market. The Energy Report 01/25/2021 (Phil Flynn)
  4. GE Reports Earnings Tuesday. Why This Print Matters More Than Most. (Barron’s)
  5. Value Stocks Have Started Lagging Growth. Why the Trade Isn’t Dead. (Barron’s)
  6. Goldman Sachs is super bullish about a recovery this year. But here’s what could go wrong (MarketWatch)
  7. China Is Seeking a Summit With the U.S. Here’s What That Could Mean. (Barron’s)
  8. Nancy Pelosi’s Husband Bought Stock Options in Apple, Tesla, and Disney (Barron’s)
  9. 28 Undervalued European Stocks Set to Beat Pre-Covid Earnings in 2021 (Barron’s)
  10. Small-Investor Surge Shows No Sign of Slowing (Wall Street Journal)
  11. China’s Economy Overtaking the U.S. Will Be Harder Than It Looks (Wall Street Journal)
  12. For Oil Servicers, Adversity Spells Opportunity (Wall Street Journal)
  13. Nasal spray that blocks COVID-19 could be available by summer: report (New York Post)
  14. Dalio Calls for Bipartisan Solution to Post-Pandemic Recovery (Bloomberg)
  15. AMC Says Bankruptcy ‘Off the Table’ After Raising Financing (Bloomberg)
  16. This Chart Should Assuage Fears of a Housing Bubble (Bloomberg)
  17. BofA Securities Upgrades Schlumberger (SLB) to Buy on Confidence in Intl Inflection (Street Insider)
  18. Oxford’s PRINCIPLE Trial: Bringing Ivermectin Directly into the Developed World in the Battle Against COVID-19 (trialsitenews)
  19. Biden set for ‘buy American’ push to boost domestic manufacturing (Financial Times)
  20. Emerging markets attract $17bn of inflows in first three weeks of 2021 (Financial Times)
  21. Is value investing back from the dead? (Financial Times)
  22. 4 Energy MLPs to Buy for 2021 That Pay Massive Dividends (247wallst)
  23. China Flies Warplanes Near Taiwan in Show of Force, Prompting U.S. Warning (Wall Street Journal)
  24. Manufacturing Rebound Has Suppliers Struggling to Keep Up (Wall Street Journal)
  25. Nasdaq hits record high on big hopes for big-tech earnings (Reuters)