Be in the know. 30 key reads for Saturday…

  1. JP Morgan Guide To The Markets Q1 2021 (JP Morgan)
  2. Here Comes Joe Biden’s Washington. Consider These Stocks and Funds for Your Portfolio. (Barron’s)
  3. The Risks Are Rising for Big Tech (Barron’s)
  4. China will vie to become world financial centre, says Ray Dalio (Financial Times)
  5. Dr. Jim Loehr on Mental Toughness, Energy Management, the Power of Journaling, and Olympic Gold Medals (#490) (Tim Ferriss)
  6. The Great Wisdom of Sam Zell (Real Vision)
  7. 33 Undervalued Stocks for 2021 (Morningstar)
  8. Energy Remains the Most Undervalued Sector (Morningstar)
  9. Value and Growth Are Attached at the Hip (dividendgrowthinvestor)
  10. Bill Miller 4Q 2020 Market Letter (Miller Value)
  11. Is Value Investing Dead? Not So Fast, Says A Recent Study (Forbes)
  12. Why Rookie CEOs Outperform (Harvard Business Review)
  13. 5 Investing Insights from Charlie Munger (2020) (behavioralvalueinvestor)
  14. 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021? (thetwentyminutevc)
  15. Rob Arnott On Why Value Investing Is Here to Stay (Rob Arnott)
  16. The Best Time to Invest in Value (Validea)
  17. Wall Street Is the Most Bullish on Commodities in a Decade (Bloomberg)
  18. Stocks enter the manic, exuberant bull market stage, but that doesn’t mean it’s near ending (CNBC)
  19. Warren Buffett’s Equity Bond Method Explained (vintagevalueinvesting)
  20. Finding Value In The Stocks 2020 Left Behind (boyarvaluegroup)
  21. Kamala Harris’ top economic advisor is another BlackRock exec (New York Post)
  22. Bitcoin rally may be the ‘mother of all bubbles’ says BofA (CNN)
  23. Warren Buffett’s Latest Challenger Will Fizzle Like the Rest (Wall Street Journal)
  24. ‘Big Short’ investor Michael Burry predicts Tesla stock will collapse like the housing bubble: ‘Enjoy it while it lasts’ (Business Insider)
  25. Tom Brady Is 43. He’s Playing Like He’s 28. (Wall Street Journal)
  26. Rental Home Construction Climbs as Purchase Prices Surge (Wall Street Journal)
  27. Earnings Season Is About to Begin. Investors Are Already Looking Past it. (Barron’s)
  28. Oldies but Goodies: Some Century-Old Stocks Still Deliver (Barron’s)
  29. This Is What’s Driving Stocks to Records as the Nation Reels (Barron’s)
  30. Tiny Satellites Will Connect Cows, Cars and Shipping Containers to the Internet (Wall Street Journal)