- Republican Stimulus Package May Come With a Benefit for Big Banks (New York Times)
- Warren Buffett pumps another $400 million into Bank of America, boosting his stock purchases to $1.2 billion in 8 days. (Business Insider)
- 10 Cheap Stocks for Contrarians (Barron’s)
- GOP Rolls Out $1 Trillion Stimulus to Start Talks With Democrats (Bloomberg)
- The Dollar Is Dropping. What It Means for Stocks. (Barron’s)
- Kodak Stock Is Up 175% Today. It Has Nothing to Do With Photography. (Barron’s)
- Bill Gates says there could be a ‘substantial’ reduction in coronavirus death rate by end of 2020 (CNBC)
- Coronavirus cases appear to slow in key hot spot states (CNBC)
- Intel’s Fabs Aren’t Going Anywhere (Wall Street Journal)
- How the Jeep Wrangler, Ford Bronco, and Land Rover Defender Stack Up (Bloomberg)
Category: What I’m Reading Today
Be in the know. 15 key reads for Monday…
- Moderna Begins Phase 3 Covid-19 Vaccine Study (Barron’s)
- US STOCKS-Stimulus, dovish Fed bets set to lift Wall St ahead of earnings rush (Reuters)
- Barron’s Daily: Nearly 40% of S&P 500 Companies Report Earnings This Week. What’s at Stake. (Barron’s)
- 4 Housing Stocks Poised to Grow That Have Been Left Behind (Barron’s)
- Investors Set Aside Coronavirus Worries, Driving a ‘Melt-Up’ in Markets (Wall Street Journal)
- Hedge-funder gambles on coronavirus to build casino empire (New York Post)
- McConnell’s Release of GOP Relief Plan Starts Gun for Talks (Bloomberg)
- Mnuchin says GOP coronavirus relief plan ready as unemployment boost runs out — ‘We can move very quickly’ (CNBC)
- Kudlow says relief will include $1,200 checks and extension of eviction moratorium (CNBC)
- U.S. durable goods orders rose 7.3% in June (CNBC)
- Fed’s Main Street lending inches up as balance sheet holds above $7 trillion (StreetInsider)
- Oil and Gas Short Sellers Head for the Exits (24/7 Wall Street)
- Active Managers Delivered During the Market Rebound (Institutional Investor)
- Barron’s Picks And Pans: Crispr, McDonald’s, Nikola And More (Benzinga)
- Why Growth in the Fed’s Asset Portfolio Has Paused (Wall Street Journal)
Be in the know. 15 key reads for Sunday…
- Could Apple, Amazon and Facebook be among companies that will be around in 100 years? (USA Today)
- Trump and Barstool Sports founder Portnoy talk stock market rebound (Fox Business)
- What Businesses Can Expect From the Phase 4 Stimulus Package (Inc.)
- Appearances vs Experiences: What Really Makes Us Happy (Farnam Street)
- The Favorite Junk Food of Each State, Mapped (Mental Floss)
- 11 Facts About Mount Rushmore (Mental Floss)
- Space Force Unveils New Logo, Promises to Be “Always Above” (Gizmodo)
- Best electric bikes to ride in 2020 (CNET)
- Catholic Schools in the Crucible (Manhattan Institute)
- Antitrust hearing with Tim Cook, Jeff Bezos, Mark Zuckerberg, and Sundar Pichai indefinitely postponed (Mashable)
- Microsoft’s Surface Duo looks like it’s ready to launch (The Verge)
- Wells Fargo trimming at least $10 billion in annual costs (Wall Street Journal)
- BBQ: The Ultimate Guide (Wall Street Journal)
- These Are All the Major Flashpoints Between China and the U.S. (Bloomberg)
- U.S. new home sales shine in June; business activity picks up (Reuters)
Be in the know. 13 key reads for Saturday…
- Risks Remain, but PG&E Looks Undervalued After Exiting Bankruptcy. Here’s Why. (Barron’s)
- Here Are 32 Million Reasons Congress Must Extend Enhanced Jobless Benefits (Barron’s)
- Why the Phase-One China Deal May Be Keeping the Relationship Afloat (Barron’s)
- Home-Builder Stocks Are Climbing Because the Housing Market Is Red Hot (Barron’s)
- Airline Stocks Had a Terrible Quarter. Analysts Look at What’s Next for the Stocks. (Barron’s)
- CDC Issues Virus Guidelines for Reopening Schools (Wall Street Journal)
- The worst of Europe’s coronavirus recession appears to be over, according to a set of widely-watched business surveys. (Business Insider)
- On Folklore, Taylor Swift Proves That She Can Still Surprise Us After All These Years (Vanity Fair)
- Charlie Munger on Mental Tricks and Overcoming Stupidity (Novel Investor)
- Second Stimulus Check Confirmed In GOP Proposal, But Not $1,200 Amount Or $75,000 Income Cap (Forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- First Ride: Why the Ducati Superleggera V4 Is the World’s Finest Superbike (Robb Report)
- 4 Fantastic Supercars That Debuted During the Pandemic (Maxim)
Be in the know. 10 key reads for Friday…
- Warren Buffett’s Latest Stock Buy Adds To Bet On Main Street Economic Recovery (Investor’s Business Daily)
- Hot Tech Stocks Show Signs of Cooling. Apple Could Be Next. (Barron’s)
- PulteGroup Earnings Show a Spike in New-Home Demand (Barron’s)
- Second Stimulus Payment Could Deliver Cash Even Faster (Wall Street Journal)
- Energy’s Winning Wagers: Against Natural-Gas Prices, for Natural-Gas Producers (Wall Street Journal)
- Here’s How Congress Might Replace the Extra $600 Weekly Jobless Benefit (New York Times)
- China Orders U.S. to Close Chengdu Consulate in Retaliation Move (Bloomberg)
- Fed’s Main Street lending inches up as balance sheet holds above $7 trillion (Street Insider)
- Goldman Sachs Sees 7 Oil and Gas Stocks With Conviction Buy Ratings Having Major Upside (24/7 Wall Street)
- Euro zone businesses bounce back in July as lockdowns loosen (Reuters)
Be in the know. 10 key reads for Thursday…
- Warren Buffett just plowed $800 million into Bank of America, boosting his stake to over 11% (Business Insider)
- Stock-market timing guru Tom Demark says S&P 500 will see 3,500 before peaking (MarketWatch)
- Here’s how — and when — the major U.S. sports leagues are returning during the pandemic (MarketWatch)
- Pfizer Will Charge the U.S. $19.50 a Dose for Its Covid-19 Vaccine (Barron’s)
- Record-Low Mortgage Rates Fuel a Jump in Home Sales (Wall Street Journal)
- A ‘fast and violent’ rally awaits in cyclical stocks, and it won’t take a vaccine to cause it, one strategist says (MarketWatch)
- The U.S. Dollar’s Overwhelming Role in a Crisis (Wall Street Journal)
- PulteGroup (PHM) Tops Q2 EPS by 28c, Revenues Beat (StreetInsider)
- Senate GOP, White House reach tentative $1 trillion pact to break coronavirus aid logjam (CNBC)
- U.S. Existing-Home Sales Rose 20.7% in June (Wall Street Journal)
Be in the know. 5 key reads for Wednesday…
- U.S. government taps Pfizer to produce millions of doses of potential coronavirus vaccine (CNBC)
- Weekly mortgage demand from homebuyers jumps even higher, up 19% annually (CNBC)
- Bill Ackman and Tontine Holdings rewrite the terms for SPACs (CNBC)
- Fed Deliberates How and When to Roll Out More Economic Support (Wall Street Journal)
- What did people say about wearing masks in the 1918 pandemic? It sounds familiar (Miami Herald)
Be in the know. 15 key reads for Tuesday…
- Here’s How Good Bank Earnings Were Without Accounting Changes (Barron’s)
- EU leaders reach $2 trillion deal on recovery plan after marathon summit (CNBC)
- The cyclical rotation is here, Jefferies analysts say. For real this time. (MarketWatch)
- Ford unveils electric Mustang Mach-E race car with 1,400 horsepower (CNBC)
- The stock market is positioned to rally if it can clear this low bar, fund manager argues (MarketWatch)
- Lockheed Martin’s stock rallies after profit and sales beat, raised outlook (MarketWatch)
- Gilead Sciences to pay $300 million for nearly half of Tizona, has option to buy the rest for $1.25 billion (MarketWatch)
- Warren Buffett’s dealmaker closed the biggest ‘blank-check’ takeover ever this month. Here’s why he may owe the Berkshire Hathaway chief for the deal. (Business Insider)
- Morgan Stanley warns tech stocks are unusually vulnerable to earnings disasters over the next few weeks. (Business Insider)
- Chicago Fed national activity index rose to record 4.11 in June from 3.5 in prior month (MarketWatch)
- Bill Miller’s Miller Value Partners 2nd-Quarter Market Letter (gurufocus)
- oronavirus Vaccine Data Raises Hope for Trio of Candidates (Wall Street Journal)
- 10 states where coronavirus-fueled unemployment is rebounding fastest (Fox Business)
- Retail Sales Rebound in Canada, Recouping All of Pandemic Losses (Bloomberg)
- IBM Works to Reshape Business as Coronavirus Uncertainty Lingers (Wall Street Journal)
Be in the know. 8 key reads for Monday…
- Barron’s Picks And Pans: Dollar General, IAC, Wells Fargo And More (Benzinga)
- Congress to Start Negotiations on Next Round of Coronavirus Aid (Wall Street Journal)
- Face Masks Really Do Matter. The Scientific Evidence Is Growing. (Wall Street Journal)
- Halliburton’s stock swings higher after reporting surprise profit but revenue that missed expectations (MarketWatch)
- High-Yield Hunger Should Give Cruise Lines a Lifeline Through at Least Mid-2021 (Barron’s)
- Chevron picks Noble in biggest U.S. energy deal since the oil crash (CNBC)
- The U.S. Dollar Index Is Poised to Plunge (Barron’s)
- How quickly is Europe’s economy rebounding? (Financial Times)
Be in the know. 10 key reads for Sunday…
- Wells Fargo Stock Has Been Beaten Down. It Could Be a Buy. (Barron’s)
- COVID-19 Data/Testing (and commentary) (Hedge Fund Tips)
- From 1720 to Tesla, FOMO Never Sleeps (Wall Street Journal)
- Rep. John Lewis, Civil Rights Icon and ‘Conscience of Congress,’ Dies at 80 (Time)
- Mortgage Loan Servicer Ocwen Soars on Net Income (24/7 Wall Street)
- G20 officials pledge to keep cooperating to bolster global economy (Reuters)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- The risks of keeping schools closed far outweigh the benefits (Economist)
- A Conversation With Gary Cohn (NPR Planet Money)
- Ben Bernanke and Janet Yellen Give Republicans in Congress a Lesson on Coronavirus Economics (The New Yorker)