Category: What I’m Reading Today

Be in the know. 15 key reads for Thursday…

  1. Tudor Jones says stocks will be higher in three to five months (CNBC)
  2. Stocks Pare Loss as Unemployment Claims Spike (Barron’s)
  3. Finding Stocks on the Cheap Amid the Turmoil (Barron’s)
  4. Senate Passes $2 Trillion Relief Bill (Barron’s)
  5. What’s in the Rescue Package (Barron’s)
  6. Fed’s Powell: U.S. may be in recession, control of virus to dictate timing of economy reopening (Street Insider)
  7. U.S. Senate offers $58 billion aid to airlines as they struggle to stay airborne (Reuters)
  8. Norway wealth fund will bump stock portfolio back up to 70%, outgoing CEO says (Reuters)
  9. Fed Chairman Jerome Powell: ‘We’re not going to run out of ammunition’ (Yahoo! Finance)
  10. Tudor Jones says this is the greatest fiscal monetary bazooka ever (CNBC)
  11. Wall Street records first back-to-back gains in over a month (Financial Times)
  12. Dalio Ponders World Order Through History’s Lens, Sees Some Hope (Bloomberg)
  13. U.S. Set to Press Saudis to Restrain Oil Production Surge via G-20 (Wall Street Journal)
  14. No Caddy Required: Homeowners Are Driving Demand for Golf Simulators (Bloomberg)
  15. The Luke Combs, “Beer Never Broke My Heart” Stock Market (and Sentiment Results)… (Hedge Fund Tips)

Be in the know. 15 key reads for Wednesday…

  1. White House and Senate strike a deal on historic $2 trillion coronavirus stimulus bill (CNBC)
  2. Here’s What Top Hedge Funds Are Buying In The Coronavirus Stock Market Crash (Yahoo! Finance)
  3. The Stock Buyback Binge May Be Over. For Now. (New York Times)
  4. The Federal Reserve Has Never Bought ETFs Before. Why That’s Changing. (Barron’s)
  5. SoftBank Donates N95 Masks as Hospitals Struggle to Find Them (Barron’s)
  6. Opinion: This stock market is full of drunken sailors, and you want to buy what they’re foolishly selling (MarketWatch)
  7. Federal Reserve taps BlackRock to manage bond purchases (Financial Times)
  8. 7 Stocks to Buy in a Dip Like Warren Buffett (Yahoo! Finance)
  9. Why Natural Gas Prices Could Double by Next Winter (Barron’s)
  10. The 15 Best New Things On Netflix In March (Zimbio)
  11. Bullard: $2 trillion package working through Congress ‘scaled about right’ for crisis (Reuters)
  12. Nike Says Digital Orders Offset Damage to Retail From Coronavirus (Wall Street Journal)
  13. The Pandemic in My Neighborhood (Michael Lewis) (Bloomberg)
  14. How to Avoid Eating All Day While Coronavirus Keeps Us Working From Home (Wall Street Journal)
  15. The Olympics Hit Pause. Athletes Will Feel It Most. (Wall Street Journal)

Be in the know. 12 key reads for Tuesday…

  1. Congress close to reaching deal on $2 trillion coronavirus aid package (New York Post)
  2. I’m Scared. That’s a Reason to Buy. (Wall Street Journal)
  3. U.S. Stimulus Talks and Lower Italy Toll Boost Global Stocks (Barron’s)
  4. Trump Considers Easing Social-Distancing Guidelines to Boost Economy (Wall Street Journal)
  5. Whatever It Takes: How the Fed Aims to Rescue the Economy (New York Times)
  6. Northrop Grumman Stock Should Strengthen With Rising Global Tensions (24/7 Wall Street)
  7. Global investor Barry Sternlicht: Trump ‘kind of right’ on wanting to get US back to work soon (CNBC)
  8. Stocks, oil, and bitcoin surge after Fed boosts coronavirus stimulus ()
  9. These bank stocks could enjoy a ‘major rally’ as Fed gives unprecedented support, says longtime analyst (MarketWatch)
  10. What David Tepper Needs to See Before Going ‘Balls to the Wall’ in the Market (Institutional Investor)
  11. Fed has thrown everything at coronavirus slowdown: El-Erian (Fox Business)
  12. Fed is now effectively the ‘lender of last resort’ to Main Street not just Wall Street (MarketWatch)

Be in the know. 16 key reads for Monday…

  1. These Drugs Are Helping Our Coronavirus Patients (Wall Street Journal)
  2. Federal Reserve issues FOMC statement (Federal Reserve)
  3. Fed calls emergency meeting, announces unprecedented moves to calm corporate debt (Yahoo! Finance)
  4. Barron’s Picks And Pans: Big Tech Picks, Bank Stocks Large and Small And More (Yahoo! Finance)
  5. Danaher (DHR) Unit Cepheid Granted FDA Emergency Use Authorization for 45 Minute COVID-19 Test (Street Insider)
  6. One Anecdote (NY Testing Starts Tomorrow): Florida man with coronavirus says drug touted by Trump saved his life (New York Post)
  7. Stock futures cut losses as Fed announces limitless asset purchases to keep markets functioning (CNBC)
  8. Bond girl Olga Kurylenko says she has ‘completely recovered’ from coronavirus (New York Post)
  9. Gilead Stops Accepting Emergency Applications for Covid-19 Drug Remdesivir (Barron’s)
  10. Tom Hanks, Rita Wilson ‘feel better’ two weeks after first coronavirus symptoms (New York Post)
  11. Virus Rescue Plan Stalls When Democrats Block McConnell’s Offer (Bloomberg)
  12. Honeywell boosting mask production, creating hundreds of jobs (Fox Business)
  13. Kashkari to Congress: Err on the side of being too generous (MarketWatch)
  14. Dollar General to hire 50,000 employees by the end of April (MarketWatch)
  15. Fed will make up to $4 trillion in loans to businesses to rescue the U.S. economy, Mnuchin says (MarketWatch)
  16. Why It’s So Difficult to Stop the Spread of the Coronavirus (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. NY will immediately start conducting trials of an experimental COVID-19 treatment with hydroxychloroquine and Zithromax. (New York Times)
  2. Danaher’s Cepheid Receives FDA Emergency Use Authorization For 45-Minute Coronavirus Test (Benzinga)
  3. France makes ‘massive’ discovery that old medicines work against coronavirus (Fox Business)
  4. Will the weather help us fight the virus? (The Reformed Broker)
  5. Bullard said the “core aim” can be kept simple: “keep everyone, households and businesses whole through the second quarter.” (Yahoo! Finance)
  6. Humanity Rallies to Battle Coronavirus (Almanac Trader)
  7. What The 2020 Coronavirus Stimulus Checks Might Look Like (Forbes)
  8. Meet The Italian Engineers 3D-Printing Respirator Parts For Free To Help Keep Coronavirus Patients Alive (Forbes)
  9. Most second quarter GDP forecasts now range from horrible (-8%) to catastrophic (-15%) (Fortune)
  10. ECRI Weekly Leading Index Update (Advisor Perspectives)
  11. Google Now Offering Virtual Tours of Over 1,200 Iconic Museums (Maxim)
  12. Episode 982: How To Save The Economy Now (NPR)
  13. The Doctor Who Helped Defeat Smallpox Explains What’s Coming (Wired)
  14. Gen X Was Born for This (Medium)
  15. What If You Buy Stocks Too Early During a Market Crash? (A Wealth of Common Sense)
  16. Why I’m Building My Own Airplane (Popular Mechanics)
  17. Coronavirus Cases Top 316,000 As U.S. Covid-19 Cases Surge Near 27,000; Stimulus May Hit $2 Trillion Amid Coronavirus Market Crash (Investors)
  18. Dell Stock Is Slumping, but CEO Michael Dell Scooped Up Shares (Barron’s)
  19. The Worst of the Global Selloff Isn’t Here Yet, Banks and Investors Warn (Wall Street Journal)
  20. Coronavirus crisis: Feds should use banks to help small biz, homeowners (New York Post)

Be in the know. 20 key reads for Saturday…

  1. Evidence over hysteria — COVID-19 (Medium)
  2. OPEC, U.S. Shale Producers Open Talks Amid Oil Rout (Wall Street Journal)
  3. Washington Needs to Act (Barron’s)
  4. Fed Going All In to Save Economy. Here’s What Could Come Next (Bloomberg)
  5. Coronavirus-Triggered Downturn Could Cost 5 Million U.S. Jobs (Wall Street Journal)
  6. Coronavirus Recession Looms, Its Course ‘Unrecognizable’ (New York Times)
  7. Doug Ramsey’s Best Case for Stocks and Other Views of the Future (Bloomberg)
  8. Google Coronavirus Website Launches (Bloomberg)
  9. Bond-Market Strains Keep Traders on Edge (Wall Street Journal)
  10. Country Music Legend Kenny Rogers Dies at 81 (Bloomberg)
  11. Big Banks Are Getting a Real-Life Stress Test (Barron’s)
  12. Read Our Free Coronavirus Coverage Here (Bloomberg)
  13. Bank stocks are ‘very cheap,’ traders say — here’s where they see signs of stabilization (CNBC)
  14. The Coronavirus’s $4 Trillion Hit to US Corporations (Bridgewater – Greg Jensen)
  15. What the Fed Could Do Next to Try to Prevent an Economic Unraveling (New York Times)
  16. Germany to raise €356bn in new borrowing to fight coronavirus (Financial Times)
  17. Wall Street takes late tumble as US shutdown widens (Financial Times)
  18. Warren Buffett discussed coronavirus, Coca-Cola, and past market crashes in a recent interview. Here are his 12 best quotes. (Business Insider)
  19. Rethinking the Coronavirus Shutdown (Wall Street Journal)
  20. Wells Fargo asks Fed to lift cap on growth to support customers: FT (Reuters)

Be in the know. 20 key reads for Friday…

  1. Global Stocks Rise as Governments and Central Banks Pour on Stimulus (Barron’s)
  2. In the Hunt for Cash, Here Are 5 Companies With Plenty of It (Barron’s)
  3. Gilead upgraded to Overweight from Neutral at Piper Sandler (TheFly)
  4. Search for Coronavirus Vaccine Becomes a Global Competition (New York Times)
  5. Will ‘Helicopter Money’ and the ‘Big Bazooka’ Help Rescue Europe? (New York Times)
  6. Experts recommend these stocks to buy during coronavirus outbreak (New York Post)
  7. Divided G20 faces pressure to lead global response to coronavirus (Reuters)
  8. Republicans work to cut withdrawal penalty from savings accounts (Fox Business)
  9. This big bank to offer mortgage relief (Fox Business)
  10. Ventilator manufacturer works to ease shortage (USA Today)
  11. Ray Dalio: Damage From Coronavirus Will Be ‘Much Greater’ Than Reported (Institutional Investor)
  12. J.P. Morgan strategist says markets are about to get calmer, if not better (MarketWatch)
  13. Market action a century ago suggests worst could be over for stocks (MarketWatch)
  14. Carl Icahn Shows New 14.86% Stake in Delek US Holdings (DK), Pushes for CVI (CVI) Merger (Street Insider)
  15. Fed buying more this week than biggest week during the financial crisis – CNBC’s Liesman (Street Insider)
  16. The Spanish Flu – Coo coo ca choo – Stock Market (and sentiment results)… (ZeroHedge)
  17. Another Exxon Mobil Executive Makes a $1 Million Stock Buy (Barron’s)
  18. Health Crisis Could Give Cigarette Makers a Break (Wall Street Journal)
  19. 5 Bottom-Fishing Blue-Chip Dividend Stocks (24/7 Wall Street)
  20. Mnuchin and Pelosi Are Most Pivotal Duo in Virus-Hit Capital (Bloomberg)

Be in the know. 10 key reads for Thursday…

  1. ‘Dividend Cuts Are Inevitable.’ They Won’t Be Across the Board (Barron’s)
  2. In U.S. Markets, Capitulation Was the Word of the Day (Barron’s)
  3. The Coronavirus Crisis Is Showing Us How to Live Online (New York Times)
  4. Is Saudi Arabia To Blame For The Looming Economic Recession? (Yahoo! Finance)
  5. Trump Signs Coronavirus Relief Bill, ECB Injects $821B In Liquidity, Japan Considers Cash Payouts (Benzinga)
  6. Gilead Sciences’ (GILD) First COVID-19 Antiviral Data Validates Remdesivir – Wells Fargo (StreetInsider)
  7. The European Central Bank has launched a ‘bazooka’ $820 billion pandemic fund to aid markets. ‘There are no limits.’ (Business Insider)
  8. Buffett’s Cash Stash Makes Berkshire a Safe Port in the Storm (Barron’s)
  9. When to buy during an ugly stock market rout? These charts have the answers. (MarketWatch)
  10. Strong Restaurant Chains May Feast After Coronavirus Famine (Wall Street Journal)

Be in the know. 15 key reads for Wednesday…

  1. Regeneron’s CEO Says We Could Have a Covid-19 Treatment ‘Quickly’ (Barron’s)
  2. Market Plumbing Is Hit, But the Fed Can Probably Handle It (Wall Street Journal)
  3. Fed Unveils Emergency Lending Programs as Companies Struggle to Raise Cash (New York Times)
  4. Trump wants to start sending millions of Americans a check. Here’s how to use it wisely (CNBC)
  5. The Federal Reserve is adding another program to keep money flowing for big financial institutions (CNBC)
  6. Here’s one analyst’s take on the coronavirus drugs for today and the future (MarketWatch)
  7. As China’s coronavirus outbreak eases, a wary return to shops for consumers (Reuters)
  8. Hydroxychloroquine and Remdesivir Info (Nature.com)
  9. Article on Chloroquine Treatment for Coronavirus (COVID-19) (Presented by: James M. Todaro, MD)
  10. French researcher posts successful Covid-19 drug trial (connexionfrance)
  11. The NYSE, a symbol of America, is fighting to keep its trading floor open amid coronavirus pandemic (MarketWatch)
  12. FedEx stock spikes as sales grow amid coronavirus outbreak, but earnings guidance is pulled (MarketWatch)
  13. Warren Buffett on negative rates and ‘the most important question in the world’ (Yahoo! Finance)
  14. Markets Want Congress to Help Private Sector, Morgan Stanley Head Says (Institutional Investor)
  15. Japanese flu drug ‘clearly effective’ in treating coronavirus, says China (The Guardian)

 

Be in the know. 10 key reads for Tuesday…

  1. Fed QE Starts With A Bang — $80 Billion In Two Days (Investor’s Business Daily)
  2. ‘We came back to the office in shifts.’ Hong Kong takes first, cautious steps to return to a New Normal, this expat says (MarketWatch)
  3. GE Stock Has Gotten Hammered by Coronavirus and Debt Worries. Here’s What Could Turn the Tide. (Barron’s)
  4. Wells Fargo CEO Charles Scharf Bought ~$5M of Stock (Barron’s)
  5. Opinion: Who’s buying stocks? Executives at TripAdvisor, Newell Brands and other companies are buying at low prices (MarketWatch)
  6. A rare win for Gen X? Boomers gave us latchkey childhoods that prepped us for coronavirus quarantine (MarketWatch)
  7. How much stimulus would rescue economy from outbreak? (USA Today)
  8. Coronavirus Could Very Well Slow by the Summer (Bloomberg)
  9. Wall Street Pros Panic Over Coronavirus While Mom and Pop Buy (Bloomberg)
  10. Fed’s Kashkari says ‘we are using our tools aggressively,’ but he doesn’t see negative rates coming (CNBC)