Be in the know. 40 key reads for Saturday…

  1. Bank Stocks Could Be Set to Boom Under the Biden Administration (Barron’s)
  2. US banks release billions from reserves foreseeing lower Covid losses (Financial Times)
  3. A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers (Bloomberg)
  4. America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting. (Wall Street Journal)
  5. Why Energy Could Have a Tesla-Like 2021 (Barron’s)
  6. The Dow Dropped Exxon Mobil in August. But as Oil Prices Rise, So Does Its Stock. (Barron’s)
  7. Blankfein Called It, Now the Whole World Is Watching Commodities (Bloomberg)
  8. Defense Challenges Awaiting Biden: From Kim Jong Un to Budgeting (Bloomberg)
  9. Charlie Munger: What Makes a Great Investor (Novel Investor)
  10. We Are What We Remember (Farnam Street)
  11. Wells Fargo records rare profit beat as credit costs fall (New York Post)
  12. Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
  13. JPMorgan posts strong final quarter of 2020, sounds optimistic for 2021 (New York Post)
  14. Xi Jinping asks ex-Starbucks CEO for help with US-China relations (New York Post)
  15. Howard Marks: Something of Value (oaktreecapital)
  16. Which Parts of Biden’s Stimulus Can Get Enacted Fast? (Bloomberg)
  17. U.S. Officials Plead for More Use of Languishing Antibody Drugs (Bloomberg)
  18. GM Working on Expanding Corvette Line With Crossover SUV (Bloomberg)
  19. Warren Buffett blasted Bitcoin as a worthless delusion and ‘rat poison squared.’ Here are his 16 best quotes about crypto. (BusinessInsider)
  20. Bank stocks are market favorites in 2021: Investment strategist (Fox Business)
  21. Biden called his $1.9 trillion relief plan the ‘first step.’ Here’s his idea for Part Two (MarketWatch)
  22. How Joe Biden’s stimulus plan shook up global financial markets (Financial Times)
  23. Kim Jong Un Offers a Rare Sneak Peek at North Korea’s Weapons Program (Wall Street Journal)
  24. Boeing’s Other Big Problem: Fixing Its Space Program (Wall Street Journal)
  25. Have Large-Growth Stocks Peaked? (Morningstar)
  26. LNG rally heralds more volatile gas prices to come (Financial Times)
  27. Bridgerton and the art of power dressing (Financial Times)
  28. Political Conflict & Markets (investoramnesia)
  29. Biden to Face a China Intent on Leading the World in Technology (Bloomberg)
  30. JPMorgan Lending Ratio Falls as Bank Is Flooded With Deposits (Bloomberg)
  31. Investors should avoid bonds: Wharton’s Jeremy Siegel (CNBC)
  32. The Periodic Table of Commodity Returns (2021 Edition) (visualcapitalist)
  33. Biden Proposes Bigger Federal Role in Vaccinations (Wall Street Journal)
  34. FAA Approves Fully Automated Commercial Drone Flights (Wall Street Journal)
  35. China’s Xi Looks to Take Advantage of a Strong Economic Hand (Wall Street Journal)
  36. Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
  37. 3M Stock Is Unloved and Underpriced. Here’s Why It Could Shoot Up Higher. (Barron’s)
  38. Citigroup Beats Profit Expectations for Fourth Quarter (Wall Street Journal)
  39. Why Toll Brothers Is a Play on the ‘Single-Family Supercycle’ (Barron’s)
  40. Biden’s ‘rescue America’ plan is big. How its trillions could help both Wall Street and Main Street (MarketWatch)