Be in the know. 28 key reads for Saturday…

  1. 10 reasons why the value-stock resurgence has further to run, according to BofA (Business Insider)
  2. 10 Solid Dividend-Paying Stocks on Sale (Morningstar)
  3. Tech Stocks Are Mired in Unfamiliar Territory as Market Laggards (Bloomberg)
  4. Li Lu: Value Investing in China, Full Transcript (latticeworkinvesting)
  5. Activist Investors Are Rattling Cages Again (Barron’s)
  6. Last winter saw larger-than-average U.S. natural gas withdrawals from storage (EIA)
  7. Home Building Picked Up in March. What It Could Mean for Skyrocketing Prices. (Barron’s)
  8. 3 Big Banks Had Huge Bond Sales This Week. What It Means for Markets. (Barron’s)
  9. Mark Rothko’s ‘Untitled’ From 1970 Could Fetch US$40 Million at Christie’s (Barron’s)
  10. What It Would Take for the S&P 500 to Hit 4500 by Year End (Barron’s)
  11. How People Get Rich Now (paulgraham)
  12. 4 Electric-Vehicle Charging Stocks at Fire-Sale Prices (Barron’s)
  13. Mexican Stocks Look Ready to Rally. Here’s Why. (Barron’s)
  14. Jane Fraser’s Debut as Citi’s CEO Hits All the Right Notes (Barron’s)
  15. The Stock Market Climbed Because Tumbling Bond Yields Don’t Mean What They Used To (Barron’s)
  16. Here’s how the ‘pause’ on J&J’s COVID-19 shot may or may not affect the company’s earnings (MarketWatch)
  17. Bill Miller 1Q 2021 Market Letter (millervalue)
  18. No Causal Link Found So Far Between J&J’s Covid-19 Vaccine and Blood-Clot Cases, Company Researchers Say (Wall Street Journal)
  19. Oakmark’s Bill Nygren on his expectations for the economic recovery (CNBC)
  20. The Bull Case for a $100 Million New Jersey Deli (Wall Street Journal)
  21. The Most Important Number of the Week Is 9.8% (Bloomberg)
  22. Boom Times Are Coming, If Only You Can Wait (Bloomberg)
  23. Hedge Funds Are Ready to Get Out of New York and Move to Florida (Bloomberg)
  24. SpaceX wins $2.9bn Nasa contract to land Americans on the moon (Financial Times)
  25. The labor market is the strongest it’s been since the pandemic started — and setting up a huge boost to America’s most crucial economic engine (Business Insider)
  26. 3 reasons the stock market is poised for a near-term correction, according to LPL (Business Insider)
  27. Pipeline pressure and Elliott’s stake have GSK in a spin (Financial Times)
  28. Netscape 2.0: Coinbase stock debut rekindles memories of web breakthrough (Financial Times)