Be in the know. 30 key reads for Saturday…

  1. When Buffett Was a Quant (Verdad)
  2. Buffett: Why Smart People Do Dumb Things (Novel Investor)
  3. Small caps had best month in nearly a decade and if history is a guide it may signal a broader market rally, analysts say (MarketWatch)
  4. Volatility Provides Greater Value Opportunities (Miller Value)
  5. Performance After 10% Up Months (Quantifiable Edges)
  6. Michael Lewis on the Crafts of Writing, Friendship, Coaching, Happiness, and More (#427) (The Tim Ferriss Show)
  7. The Billion Dollar Hedge Fund Club: Who’s Up, Who’s Down (Institutional Investor)
  8. Apollo Pivots Buyout Fund ‘Almost Entirely’ Into Distressed Mode (Institutional Investor)
  9. 10 Questions That Should Be Asked at Berkshire’s Annual Meeting (Morningstar)
  10. Gilead gets emergency FDA authorization for remdesivir to treat coronavirus, Trump says (CNBC)
  11. The Economic Recovery Rests on Getting Consumers to Spend. It Won’t Be Easy. (Barron’s)
  12. Stocks to Buy Now, According to Energy Roundtable Panelists (Barron’s)
  13. Retail Brands That Could Thrive Postpandemic (Barron’s)
  14. Big Tech’s Big Week: 5 Earnings Takeaways (Barron’s)
  15. The Non-Bailout: How the Fed Saved Boeing Without Paying a Dime (Bloomberg)
  16. Buffett Stays on Sidelines With Cash Rising to $137 Billion (Bloomberg)
  17. Insiders at Olive Garden’s Parent Bought Up Stock (Barron’s)
  18. 10 High-Yielding Energy Bonds Are Worth a Look (Barron’s)
  19. Inflation Insurance Is Cheap. Now May Be a Good Time to Buy. (Barron’s)
  20. Fortune Favors the Brave, Especially Now (Barron’s)
  21. Billionaire Malone Finds Love Match for Virgin Media (Bloomberg)
  22. Berkshire Hathaway Reports $49.7 Billion Quarterly Loss (Wall Street Journal)
  23. Remdesivir Affirms the American Way (Wall Street Journal)
  24. Wall Street’s Math Whizzes Face a Testing Time (Bloomberg)
  25. Covid Exit Won’t Just Depend on Finding Vaccine, but Making Billions of Doses (Bloomberg)
  26. Saudi Outlook Cut to Negative at Moody’s as Reserves Tumble (Bloomberg)
  27. Under Quarantine, Vintage Soloflexes Are Getting a Workout (Bloomberg)
  28. Goldman tells oil bulls to be patient, expects 3-stage oil rally after ‘violent rebalancing’ (Business Insider)
  29. Walmart expanding Express Delivery to 1K stores (USA Today)
  30. Macy’s to reopen 68 stores Monday with plan to open fully by June (USA Today)