Be in the know. 25 key reads for Saturday…

  1. Oracle Is Turning Into a Cloud Giant. Why Its Stock Is a Buy. (Barron’s)
  2. Asset managers rush to shore up portfolios against inflation (Financial Times)
  3. Top 100 places to eat in the US in 2021, according to Yelp (USA Today)
  4. Some Covid-19 Vaccines Are Effective After One Dose, Can Be Stored in Normal Freezers, Data Show (Wall Street Journal)
  5. JPMorgan still thinks the S&P 500 can rally another 12% this year as US consumer spending explodes for these 7 reasons (Business Insider)
  6. ‘Green bubble’ warnings grow as money pours into renewable stocks (Financial Times)
  7. Why This Bull Market Shows No Sign of Ending Soon (Barron’s)
  8. Warren Buffett’s Letter to Shareholders Is Coming. What Investors Want to See. (Barron’s)
  9. BDCs Yield Around 9%, but Their Quality Varies. Here’s How to Judge Them. (Barron’s)
  10. What Gene Editing Can Do for Humankind (Wall Street Journal)
  11. U.S. stock-market investors are already betting on an infrastructure spending spree (MarketWatch)
  12. Yes, Rates Are Rising. But Equity Investors Don’t Seem to Care. (Barron’s)
  13. Tech Valuations Are Getting Scary. Here’s How We Know. (Barron’s)
  14. Bank Stocks Are Getting Hot. They Still Have Room to Run. (Barron’s)
  15. The Doves Are in Charge Again. What That Means for Interest Rates (Barron’s)
  16. The Argument for the Reborn Chesapeake Energy (Barron’s)
  17. Carl Icahn Charges Up FirstEnergy Stock (Barron’s)
  18. Biden Says He’s Open to Making His $1.9 Trillion Aid Plan ‘Cheaper’ (Barron’s)
  19. Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s)
  20. ‘Big Short’ investor Michael Burry says ‘prepare for inflation’ – and warns bitcoin and gold might be at risk (Business Insider)
  21. How Carl Icahn could create value with this health company, which has many valuable businesses (CNBC)
  22. Katie Haun on the Dark Web, Gangs, Investigating Bitcoin, and The New Magic of “Nifties” (NFTs) (#499) (Tim Ferriss)
  23. Investors, Don’t Succumb To The Fear Of Missing Out (Forbes)
  24. What Gene Editing Can Do for Humankind (Wall Street Journal)
  25. Why Your Wild Trading Ideas Feel So Right (Wall Street Journal)