Be in the know. 40 key reads for Saturday…

  1. Value investor John Rogers sees an end to Big Tech’s stock market dominance (Financial Times)
  2. Put Costco Stock in Your Shopping Cart, Analysts Say. It’s Starting to Look Like a Bargain. (Barron’s)
  3. The March Seasonality Calendar for Long-Term Treasuries (quantifiableedges)
  4. Warren Buffett’s Dividend Payback (DGI)
  5. Crash Landing on Stock Heroes of Yesteryear Is Worst in a Decade (Bloomberg)
  6. Where Have All the Houses Gone? (New York Times)
  7. Momentum Quants Will Unleash the ‘Most Turbulent Rebalance Ever’ (Bloomberg)
  8. Dr. John Malone Joins Us For Our 100th Episode (KindredCast)
  9. Tech Stocks Lose $1.6 Trillion in Worst Streak in Six Months (Bloomberg)
  10. Emerging markets suffer first outflows since October on rate jump (Financial Times)
  11. In a Surprise Twist, Most Activist Shorts Are Up This Year (institutionalinvestor)
  12. LGI Homes CEO sees housing demand staying strong even as mortgage rates tick up (CNBC)
  13. Longtime investor Mario Gabelli on what he learned from Warren Buffett’s 2021 letter (CNBC)
  14. Bank Stock Rally Shows Few Signs of Faltering Soon (Bloomberg)
  15. Jeff Ubben Bought Up Exxon Stock (Barron’s)
  16. Covid-19 Pill Shows Promise in Preliminary Testing (Wall Street Journal)
  17. Cold weather brings near record-high natural gas spot prices (EIA)
  18. Walter Isaacson on CRISPR, Jennifer Doudna, Gene Editing, and the Future of the Human Race (#503) (Tim Ferriss)
  19. February Hiring Sets Up Stronger Spring Recovery (Wall Street Journal)
  20. EV Stocks Have Lost a Ton of Value. Here’s How Much Has Gone to Money Heaven. (Barron’s)
  21. 69 Percent of Americans Want the COVID Vaccine (Futurism)
  22. There’s Reason for Optimism. That’s Bad News for Tech. (Barron’s)
  23. Oakmark’s Bill Nygren discusses the two different markets (CNBC)
  24. Tesla and Other Hypergrowth Stocks Could Tear Down What They Built Up (Barron’s)
  25. Flashing Caution Lights Are Ahead in China. Here’s How Investors Should Proceed. (Barron’s)
  26. Peter Lynch is the GOAT (ritholtz)
  27. The Reflation Trade Is Stirring Growing Pains in Growth Stocks. Here’s Why. (Barron’s)
  28. Nuclear Power Reinforces Its Role in Clean Energy. That Will Boost Uranium Prices. (Barron’s)
  29. Buy Boeing Stock. Things Are Finally Going Right With the MAX Jet, Pandemic, and Oil Prices. (Barron’s)
  30. Apple to Face Antitrust Charges Over Spotify Complaint, Reports Say. Why It’s Just the Latest Challenge for Big Tech. (Barron’s)
  31. This is the electric vehicle bubble. And this is the crash. (Financial Times)
  32. High-priced tech stocks sink further into bear market territory (Financial Times)
  33. The Biggest Players in the Short-Selling Game Are Getting a Pass (Bloomberg)
  34. How Remote Work Is Reshaping America’s Urban Geography (Wall Street Journal)
  35. Hollywood Renews Love for Westerns: Good, Bad, Binge-Worthy (Wall Street Journal)
  36. Traders Plowed Billions Into Electric-Car Stocks Before Slump (Bloomberg)
  37. Covid Drug 80 Times More Potent Than Trump’s Tested in Italy (Bloomberg)
  38. ‘Big Short’ investor Michael Burry has warned of a stock-market bubble and slammed Tesla, Robinhood, bitcoin, and the GameStop frenzy in recent weeks. Here are his 17 best tweets. (Business Insider)
  39. Democrats reach deal on unemployment aid, allowing $1.9 trillion relief bill to go forward (CNBC)
  40. People Are Obsessed With the Vaccine That Only Requires One Dose (Futurism)