Be in the know. 32 key reads for Saturday…

  1. 42 Bargains in a Pricey Market (Barron’s)
  2. Pfizer Vaccine Granted Priority Review for Full U.S. Approval (Bloomberg)
  3. 2 Undervalued Stocks With Sturdy Dividends (Morningstar)
  4. Mortgage-Refinancing Costs Expected to Fall as Fannie, Freddie Drop Fee (Wall Street Journal)
  5. Bill Miller 2Q 2021 Market Letter (Miller Value)
  6. Charlie Munger: 11 Intelligent Things To Do (CMQ)
  7. Intel’s Potential Merger With GlobalFoundries Is a Smart Deal. Here’s Why. (Barron’s)
  8. Japan Becomes a Hotbed of Investor Activism After a Win at Toshiba (Barron’s)
  9. Krispy Kreme’s Largest Shareholder Bought More Stock (Barron’s)
  10. How to Fight and Win the Semiconductor War (Barron’s)
  11. Big Contrarian Investor Sold Apple, Microsoft Stock, Bought Pfizer and Merck (Barron’s)
  12. The 5G Rollout Is Just Beginning. And AT&T Has to Convince Consumers of the Magic. (Barron’s)
  13. Walgreens, Cummins Raise Their Payouts in a Busy Week for Dividend Increases (Barron’s)
  14. Higher June Retail Sales Bolsters U.S. Recovery (Wall Street Journal)
  15. Demand for loan ETFs ‘skyrockets’ as inflation worries intensify (Financial Times)
  16. ‘Strange’ bond reaction to US inflation data puzzles investors (Financial Times)
  17. Replacing Powell Would Be an Unforced Error (Bloomberg)
  18. The UBI Skeptics May Be Right (Bloomberg)
  19. Some investors are betting big on Chinese tech despite Cathie Wood’s warning of a ‘valuation reset’ (Business Insider)
  20. China tech stocks are on sale — one key level to watch if you’re considering buying (CNBC)
  21. Yellen Says China Trade Deal Has ‘Hurt American Consumers’ (New York Times)
  22. Iran’s Nuclear Advances Complicate Biden’s Bid to Revive 2015 Deal (Wall Street Journal)
  23. Jack Dorsey says Square will launch bitcoin DeFi platform (Financial Times)
  24. China Wants a Chip Machine From the Dutch. The U.S. Said No. (Wall Street Journal)
  25. Want to Buy a Luxury Watch? Read These 7 Pro Tips First (Wall Street Journal)
  26. OPEC+ Calls Meeting for Sunday After Progress Toward Deal (Bloomberg)
  27. Bill Priest’s outlook for the market: ‘The demand side of the economy is going to be very strong’ (Foxx Business)
  28. Netflix is trying to beat competitors by adding video games (CNN Business)
  29. Think Rates Have to Rise For Value to Advance? That is ‘Absolutely Not True,’ Says Cliff Asness (Institutional Investor)
  30. 4 Energy Stocks That Have Just Turned Cheap (Morningstar)
  31. Dealing With Mistakes (Neckar)
  32. Bill Nygren Market Commentary | 2Q21 (Oakmark Funds)