Be in the know. 20 key reads for Saturday…

  1. Here’s What Could Stop Inflation in Its Tracks (Barron’s)
  2. GE Stock Is Getting a Boost From Wall Street (Barron’s)
  3. Lumber prices fall for a 5th straight day in a reprieve for surging commodity prices (Business Insider)
  4. Inflation Is Here and Hotter Than It Looks. Why It’s Time to Worry. (Barron’s)
  5. Shares of Realogy, an Unlikely Hero of the Realty Revolution, Look Cheap (Barron’s)
  6. Income Investors, Meet GARY: It Brings Growth and Reasonable Yield (Barron’s)
  7. Disney CEO: CDC mask rule will spur ‘immediate’ jump in theme park attendance (New York Post)
  8. Value Investing Still Beats Growth Investing, Historically (Alpha Architect)
  9. Lessons from the 2021 Berkshire Meeting (Novel Investor)
  10. U.S. Shoppers Continued Stimulus-Fueled Spending in April (Wall Street Journal)
  11. Marijuana Medical Research Growers Receive U.S. Approval (Wall Street Journal)
  12. The Capitalist Culture That Built America (Wall Street Journal)
  13. The summer of inflation: will central banks and investors hold their nerve? (Financial Times)
  14. Israel’s Iron Dome keeps toll of rockets in check (Finacial Times)
  15. US day trading frenzy eases as investors ‘move on to other things’ (Financial Times)
  16.  Solar panels are key to Biden’s energy plan. But the global supply chain may rely on forced labor from China (CNN)
  17. When Inflation Is High, Hedge Fund Managers Thrive (Institutional Investor)
  18. A Look Under the Hood For Inflation (DGI)
  19. David Swensen: The Peter Lynch of Institutional Investing (Morningstar)
  20. The Pygmalion Effect: Proving Them Right (Farnam Street)