Be in the know. 20 key reads for Wednesday…

  1. Leon Cooperman says the market has become too pessimistic on energy stocks, too euphoric on Tesla (CNBC)
  2. Junk bond king’s pardon ‘is spectacular’ for Wall Street (Financial Times)
  3. Record Wall Street rally triggers boom in options (Financial Times)
  4. Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios (Benzinga)
  5. The Michael Milken Project (Institutional Investor)
  6. ‘Very Big Trade Deal’ With India In Progress Ahead Of Visit, Trump Says (Benzinga)
  7. Building Permits Surge To 13 Year Highs Thanks To Warm Weather In Northeast (ZeroHedge)
  8. China’s virus-hit industrial cities start to ease curbs, restore production (Reuters)
  9. Oil up on slowing pace of coronavirus, Venezuela sanctions (Reuters)
  10. It’s Michael Milken’s World. The Rest of Us Just Live in It. (Barron’s)
  11. Hedge Funds Keep Backpedaling From S&P 500’s Biggest Winners (Bloomberg)
  12. What Warren Buffett Might Tell Investors in His Annual Letter This Week (Barron’s)
  13. Gilead’s Coronavirus Drug Trial Slowed by Lack of Eligible Recruits (Wall Street Journal)
  14. Fed’s Balance Sheet Dominates What to Watch For in FOMC Minutes (Bloomberg)
  15. Why Teva’s Grand Turnaround Could Just Be Getting Started (24/7 Wall Street)
  16. Pound Climbs After Inflation Tempers Risk of a Rate Cut (Bloomberg)
  17. SoftBank plans to borrow up to $4.5 billion using its domestic telecom’s shares as collateral. (Business Insider)
  18. Billionaire investor Leon Cooperman ramps up his criticism of Bernie Sanders, calling him a ‘bigger threat’ to the stock market than coronavirus (Business Insider)
  19. February Bank of America Global Fund Manager Survey Results (Summary) (Hedge Fund Tips)
  20. It’s never been this hard for companies to find qualified workers (CNBC)