Be in the know. 20 key reads for Saturday…

  1. Warren Buffett Sold 26% of his Wells Fargo Position. Billionaire Hedge-Fund Manager David Tepper Was Buying It. (Barron’s)
  2. Retail Spending in July Topped Pre-Pandemic Levels (Wall Street Journal)
  3. The Bear Market Is Nearing an End. The Bubble Might Just Be Getting Started. (Barron’s)
  4. Merck, Big Pharma’s Quiet Giant, Looks Like a Buy (Barron’s)
  5. How the 2020 Election Could Affect Health-Care Stocks (Barron’s)
  6. Tailwinds for Small-Cap Stocks (Barron’s)
  7. How to Profit From the U.S.-China Cold War (Barron’s)
  8. U.S. Seizes Iranian Fuel Cargo for First Time (Wall Street Journal)
  9. Israel, U.A.E. Agree to Establish Formal Diplomatic Ties (Wall Street Journal)
  10. The Treatment That Could Crush Covid (Wall Street Journal)
  11. Goldman Sachs says the S&P 500 could climb another 7% from current levels if a ‘more optimistic US GDP forecast’ plays out (Business Insider)
  12. The Race to Build an American Rare Earths Industry (New York Times)
  13. Sia — The Alchemy of Blockbuster Songs, Billions of Views, and the Face You’ve Never Seen (#452) (Tim Ferriss)
  14. New York A-listers in $2bn bidding war to buy the Mets (Financial Times)
  15. Jeremy Siegel: I think we’re going to have a spending boom in 2021 (CNBC)
  16. Ariel Investments’ John Rogers Shares Insight About Stocks, Racial Relations (Investor’s Business Daily)
  17. Cyclical Recovery Coming? (upfina)
  18. Value Does Not Have To Mean Cheap (Boyar Value)
  19. Betting Against the Dollar Is More Popular Than Ever, BofA Says (Bloomberg)
  20. Credit investors go ‘all in’ rather than fight central banks (Financial Times)