Be in the know. 25 key reads for Saturday…

  1. Is another Executive Order coming?  Presidential Spending Discretion and Congressional Controls (Duke Law)
  2. Dan Loeb: Q2 2020 – Invest In ‘Compounders’, But Only At An Attractive Entry Point (Acquirers Multiple)
  3. This Cloud Company Might Not Be as Flashy as Zoom. But Its Stock Could Have Plenty of Upside. (Barron’s)
  4. Fed Shot Its Own ‘Elephant Gun’ Before Buffett Got the Chance (Bloomberg)
  5. There Is No Size Effect: Daily Edition (AQR)
  6. Negativity Is Not an Investment Strategy (awealthofcommonsense)
  7. “more than half the racial gap in individual stock ownership has disappeared essentially overnight.” (thereformedbroker)
  8. The Spiral of Silence (Farnam Street)
  9. What Makes Great Companies Great (Novel Investor)
  10. Value, Margin Of Safety, & The Art Of Doing Nothing (Advisor Perspectives)
  11. Deal Synergies Should Lift This Southern Bank (Barron’s)
  12. Investors Can Trade All Kinds of Commodities–Including Water (Barron’s)
  13. 10 Stocks to Buy as the Health-Care Revolution Races Ahead, According to Experts (Barron’s)
  14. Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows (Barron’s)
  15. Trump Plans to Nominate Amy Coney Barrett to Fill Supreme Court Vacancy (Wall Street Journal)
  16. Novavax stock soars after start of late-stage COVID-19 vaccine trial (New York Post)
  17. Covid Doctors Find a Turning Point in Life-Threatening Cases (Bloomberg)
  18. Wall Street economists are getting fed up with the government’s inability to agree upon more stimulus (Business Insider)
  19. US can stage ‘full recovery’ by end of 2020 with blockbuster 4th quarter, St. Louis Fed president says (Business Insider)
  20. Wall Street’s biggest 5 stocks by value are on track for their worst month ever (MarketWatch)
  21. U.S. Durable-Goods Orders Rise for Fourth Straight Month (Wall Street Journal)
  22. Contrarian Money Manager Didn’t Always Bet Against Crowd (Wall Street Journal)
  23. The Business and Pleasure of Dining Out (Wall Street Journal)
  24. Bosch pushes into Covid-19 market with rapid test (Financial Times)
  25. Anthony Hopkins: ‘Act as if it is impossible to fail’ (Financial Times)