Be in the know. 10 key reads for Tuesday…

  1. Republican Stimulus Package May Come With a Benefit for Big Banks (New York Times)
  2. Warren Buffett pumps another $400 million into Bank of America, boosting his stock purchases to $1.2 billion in 8 days. (Business Insider)
  3. 10 Cheap Stocks for Contrarians (Barron’s)
  4. GOP Rolls Out $1 Trillion Stimulus to Start Talks With Democrats (Bloomberg)
  5. The Dollar Is Dropping. What It Means for Stocks. (Barron’s)
  6. Kodak Stock Is Up 175% Today. It Has Nothing to Do With Photography. (Barron’s)
  7. Bill Gates says there could be a ‘substantial’ reduction in coronavirus death rate by end of 2020 (CNBC)
  8. Coronavirus cases appear to slow in key hot spot states (CNBC)
  9. Intel’s Fabs Aren’t Going Anywhere (Wall Street Journal)
  10. How the Jeep Wrangler, Ford Bronco, and Land Rover Defender Stack Up (Bloomberg)

Be in the know. 15 key reads for Monday…

  1. Moderna Begins Phase 3 Covid-19 Vaccine Study (Barron’s)
  2. US STOCKS-Stimulus, dovish Fed bets set to lift Wall St ahead of earnings rush (Reuters)
  3. Barron’s Daily: Nearly 40% of S&P 500 Companies Report Earnings This Week. What’s at Stake. (Barron’s)
  4. 4 Housing Stocks Poised to Grow That Have Been Left Behind (Barron’s)
  5. Investors Set Aside Coronavirus Worries, Driving a ‘Melt-Up’ in Markets (Wall Street Journal)
  6. Hedge-funder gambles on coronavirus to build casino empire (New York Post)
  7. McConnell’s Release of GOP Relief Plan Starts Gun for Talks (Bloomberg)
  8. Mnuchin says GOP coronavirus relief plan ready as unemployment boost runs out — ‘We can move very quickly’ (CNBC)
  9. Kudlow says relief will include $1,200 checks and extension of eviction moratorium (CNBC)
  10. U.S. durable goods orders rose 7.3% in June (CNBC)
  11. Fed’s Main Street lending inches up as balance sheet holds above $7 trillion (StreetInsider)
  12. Oil and Gas Short Sellers Head for the Exits (24/7 Wall Street)
  13. Active Managers Delivered During the Market Rebound (Institutional Investor)
  14. Barron’s Picks And Pans: Crispr, McDonald’s, Nikola And More (Benzinga)
  15. Why Growth in the Fed’s Asset Portfolio Has Paused (Wall Street Journal)

Be in the know. 15 key reads for Sunday…

  1. Could Apple, Amazon and Facebook be among companies that will be around in 100 years? (USA Today)
  2. Trump and Barstool Sports founder Portnoy talk stock market rebound (Fox Business)
  3. What Businesses Can Expect From the Phase 4 Stimulus Package (Inc.)
  4. Appearances vs Experiences: What Really Makes Us Happy (Farnam Street)
  5. The Favorite Junk Food of Each State, Mapped (Mental Floss)
  6. 11 Facts About Mount Rushmore (Mental Floss)
  7. Space Force Unveils New Logo, Promises to Be “Always Above” (Gizmodo)
  8. Best electric bikes to ride in 2020 (CNET)
  9. Catholic Schools in the Crucible (Manhattan Institute)
  10. Antitrust hearing with Tim Cook, Jeff Bezos, Mark Zuckerberg, and Sundar Pichai indefinitely postponed (Mashable)
  11. Microsoft’s Surface Duo looks like it’s ready to launch (The Verge)
  12. Wells Fargo trimming at least $10 billion in annual costs (Wall Street Journal)
  13. BBQ: The Ultimate Guide (Wall Street Journal)
  14. These Are All the Major Flashpoints Between China and the U.S. (Bloomberg)
  15. U.S. new home sales shine in June; business activity picks up (Reuters)

Be in the know. 13 key reads for Saturday…

  1. Risks Remain, but PG&E Looks Undervalued After Exiting Bankruptcy. Here’s Why. (Barron’s)
  2. Here Are 32 Million Reasons Congress Must Extend Enhanced Jobless Benefits (Barron’s)
  3. Why the Phase-One China Deal May Be Keeping the Relationship Afloat (Barron’s)
  4. Home-Builder Stocks Are Climbing Because the Housing Market Is Red Hot (Barron’s)
  5. Airline Stocks Had a Terrible Quarter. Analysts Look at What’s Next for the Stocks. (Barron’s)
  6. CDC Issues Virus Guidelines for Reopening Schools (Wall Street Journal)
  7. The worst of Europe’s coronavirus recession appears to be over, according to a set of widely-watched business surveys. (Business Insider)
  8. On Folklore, Taylor Swift Proves That She Can Still Surprise Us After All These Years (Vanity Fair)
  9. Charlie Munger on Mental Tricks and Overcoming Stupidity (Novel Investor)
  10. Second Stimulus Check Confirmed In GOP Proposal, But Not $1,200 Amount Or $75,000 Income Cap (Forbes)
  11. ECRI Weekly Leading Index Update (advisorperspectives)
  12. First Ride: Why the Ducati Superleggera V4 Is the World’s Finest Superbike (Robb Report)
  13. 4 Fantastic Supercars That Debuted During the Pandemic (Maxim)

Be in the know. 10 key reads for Friday…

  1. Warren Buffett’s Latest Stock Buy Adds To Bet On Main Street Economic Recovery (Investor’s Business Daily)
  2. Hot Tech Stocks Show Signs of Cooling. Apple Could Be Next. (Barron’s)
  3. PulteGroup Earnings Show a Spike in New-Home Demand (Barron’s)
  4. Second Stimulus Payment Could Deliver Cash Even Faster (Wall Street Journal)
  5. Energy’s Winning Wagers: Against Natural-Gas Prices, for Natural-Gas Producers (Wall Street Journal)
  6. Here’s How Congress Might Replace the Extra $600 Weekly Jobless Benefit (New York Times)
  7. China Orders U.S. to Close Chengdu Consulate in Retaliation Move (Bloomberg)
  8. Fed’s Main Street lending inches up as balance sheet holds above $7 trillion (Street Insider)
  9. Goldman Sachs Sees 7 Oil and Gas Stocks With Conviction Buy Ratings Having Major Upside (24/7 Wall Street)
  10. Euro zone businesses bounce back in July as lockdowns loosen (Reuters)

Be in the know. 10 key reads for Thursday…

  1. Warren Buffett just plowed $800 million into Bank of America, boosting his stake to over 11% (Business Insider)
  2. Stock-market timing guru Tom Demark says S&P 500 will see 3,500 before peaking (MarketWatch)
  3. Here’s how — and when — the major U.S. sports leagues are returning during the pandemic (MarketWatch)
  4. Pfizer Will Charge the U.S. $19.50 a Dose for Its Covid-19 Vaccine (Barron’s)
  5. Record-Low Mortgage Rates Fuel a Jump in Home Sales (Wall Street Journal)
  6. A ‘fast and violent’ rally awaits in cyclical stocks, and it won’t take a vaccine to cause it, one strategist says (MarketWatch)
  7. The U.S. Dollar’s Overwhelming Role in a Crisis (Wall Street Journal)
  8. PulteGroup (PHM) Tops Q2 EPS by 28c, Revenues Beat (StreetInsider)
  9. Senate GOP, White House reach tentative $1 trillion pact to break coronavirus aid logjam (CNBC)
  10. U.S. Existing-Home Sales Rose 20.7% in June (Wall Street Journal)

Be in the know. 5 key reads for Wednesday…

  1. U.S. government taps Pfizer to produce millions of doses of potential coronavirus vaccine (CNBC)
  2. Weekly mortgage demand from homebuyers jumps even higher, up 19% annually (CNBC)
  3. Bill Ackman and Tontine Holdings rewrite the terms for SPACs (CNBC)
  4. Fed Deliberates How and When to Roll Out More Economic Support (Wall Street Journal)
  5. 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…

  1. Here’s How Good Bank Earnings Were Without Accounting Changes (Barron’s)
  2. EU leaders reach $2 trillion deal on recovery plan after marathon summit (CNBC)
  3. The cyclical rotation is here, Jefferies analysts say. For real this time. (MarketWatch)
  4. Ford unveils electric Mustang Mach-E race car with 1,400 horsepower (CNBC)
  5. The stock market is positioned to rally if it can clear this low bar, fund manager argues (MarketWatch)
  6. Lockheed Martin’s stock rallies after profit and sales beat, raised outlook (MarketWatch)
  7. Gilead Sciences to pay $300 million for nearly half of Tizona, has option to buy the rest for $1.25 billion (MarketWatch)
  8. 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)
  9. Morgan Stanley warns tech stocks are unusually vulnerable to earnings disasters over the next few weeks. (Business Insider)
  10. Chicago Fed national activity index rose to record 4.11 in June from 3.5 in prior month (MarketWatch)
  11. Bill Miller’s Miller Value Partners 2nd-Quarter Market Letter (gurufocus)
  12. oronavirus Vaccine Data Raises Hope for Trio of Candidates (Wall Street Journal)
  13. 10 states where coronavirus-fueled unemployment is rebounding fastest (Fox Business)
  14. Retail Sales Rebound in Canada, Recouping All of Pandemic Losses (Bloomberg)
  15. IBM Works to Reshape Business as Coronavirus Uncertainty Lingers (Wall Street Journal)

Be in the know. 8 key reads for Monday…

  1. Barron’s Picks And Pans: Dollar General, IAC, Wells Fargo And More (Benzinga)
  2. Congress to Start Negotiations on Next Round of Coronavirus Aid (Wall Street Journal)
  3. Face Masks Really Do Matter. The Scientific Evidence Is Growing. (Wall Street Journal)
  4. Halliburton’s stock swings higher after reporting surprise profit but revenue that missed expectations (MarketWatch)
  5. High-Yield Hunger Should Give Cruise Lines a Lifeline Through at Least Mid-2021 (Barron’s)
  6. Chevron picks Noble in biggest U.S. energy deal since the oil crash (CNBC)
  7. The U.S. Dollar Index Is Poised to Plunge (Barron’s)
  8. How quickly is Europe’s economy rebounding? (Financial Times)

Be in the know. 10 key reads for Sunday…

  1. Wells Fargo Stock Has Been Beaten Down. It Could Be a Buy. (Barron’s)
  2. COVID-19 Data/Testing (and commentary) (Hedge Fund Tips)
  3. From 1720 to Tesla, FOMO Never Sleeps (Wall Street Journal)
  4. Rep. John Lewis, Civil Rights Icon and ‘Conscience of Congress,’ Dies at 80 (Time)
  5. Mortgage Loan Servicer Ocwen Soars on Net Income (24/7 Wall Street)
  6. G20 officials pledge to keep cooperating to bolster global economy (Reuters)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. The risks of keeping schools closed far outweigh the benefits (Economist)
  9. A Conversation With Gary Cohn (NPR Planet Money)
  10. Ben Bernanke and Janet Yellen Give Republicans in Congress a Lesson on Coronavirus Economics (The New Yorker)