Skip to content
7 Beaten-Up Housing Stocks Poised For Growth (Barron’s )
Continental Resources Founder Harold Hamm Bought Up the Oil Stock (Barron’s )
ETF Fund Flows (ETF.com )
Sterling has not become an emerging market currency (Financial Times )
Berkshire Hathaway Is Now a Deep Value Stock (Guru Focus )
Jeremy Siegel on the Stock Market Under Covid-19 (Bloomberg )
Why You Feel At Home In A Crisis (Farnam Street )
Boyar’s Presentation from The 2020 Contrarian Investment Conference (Boyar Value )
Blank Check Company Backed by Former State Street Exec Eyeing Asset Management Deals (Institutional Investor )
The US Marine Corps’ New Weapon Can Electrocute Targets from 100 Feet Away (Futurism )
Jeremy Strong’s Succession Inspiration (Vanity Fair )
Covid-19 Is a Puzzle That Wall Street Can’t Solve (Wall Street Journal )
Gap will sell Kanye West’s Yeezy line (CNN Business )
Nike’s COVID-related sales decline is a bump on the path to long-term growth, analysts say (MarketWatch )
Opinion: These 5 giant stocks are driving the U.S. market now, but watch out down the road (MarketWatch )
Amateur Traders Pile Into Asian Stocks, Making the Pros Nervous (Bloomberg )
Markets Bombed, Investors Carried On (Wall Street Journal )
Here are the key questions for the stock market heading into the second half of the year (CNBC )
Meet Barron’s 25 Top CEOs (Barron’s )
Magellan Midstream Has a Vital Pipeline Network and an Attractive Yield (Barron’s )
Fed Stress Test Finds U.S. Banks Healthy Enough to Withstand the Coronavirus Crisis (Wall Street Journal )
FDIC to Lift Postcrisis Curb on Banks (Wall Street Journal )
Banks Get Easier Volcker Rule and $40 Billion Break on Swaps (Bloomberg )
Fed puts restrictions on bank dividends after test finds some banks could be stressed in pandemic (CNBC )
ECB’s Lagarde says we’ve probably passed the worst of the coronavirus crisis (CNBC )
Ford unveils new F-150 as tech-savvy pickup with hands-free driving, integrated power generator (CNBC )
Two European Airport Stocks Are Ready to Take Off (Barron’s )
Why one strategist is actually encouraged by a spike in new U.S. coronavirus cases (MarketWatch )
Race for a COVID-19 vaccine has drug makers scaling up manufacturing — before one is developed (MarketWatch )
Don’t Fault Florida Yet for Its Handling of Covid-19 (Bloomberg )
Once the Center of the Coronavirus Crisis, Europe Now Looks Ahead With Hope (Wall Street Journal )
Connecticut Plans to Reopen Schools in the Fall (Wall Street Journal )
Kanye West Signs Multiyear Deal to Sell New Yeezy Line at Gap (Bloomberg )
The 2021 Ford F-150 Aims to Double as a Rolling Office (Wall Street Journal )
Top Energy Analyst Upgrades 3 Stocks With Big Potential Upside (24/7 Wall Street )
Hospitals Sued to Keep Prices Secret. They Lost. (New York Times )
LeBron James Gets $100 Million Investment to Build Media Empire (Bloomberg )
One Biohacker’s Improbable Bid to Make a DIY Covid-19 Vaccine (Bloomberg )
No Apps, Just Old-School Contact Tracing in Japan (Bloomberg )
A $60 million painting will test the art market’s resilience during the pandemic (CNBC )
Toughened Bank Stress Tests Are Today. Don’t Expect Clarity on Dividends. (Barron’s )
The Urgency of Returning to Full Employment (Wall Street Journal )
How to Lose a Billion Dollars Without Really Trying (Institutional Investor )
Opinion: Bank stocks may ‘rally powerfully’ once investors realize their concerns are overblown (MarketWatch )
Is July 15th still tax day? Treasury may consider delaying deadline to Sept. 15, Mnuchin says (USA Today )
U.S. durable-goods orders rebound 15.8% in May (MarketWatch )
Bank Shares Jump in Rocky Session (Wall Street Journal )
Baltic index up for 20th session on stronger vessel demand (Reuters )
Southwest Airlines May Have Just Started a Fare War (Yahoo! Finance )
Race for a COVID-19 vaccine has drug makers scaling up manufacturing — before one is developed (MarketWatch )
A Tiff A Tariff. The Energy Report (Phil Flynn )
The Tiny Bank That Got Pandemic Aid to 100,000 Small Businesses New York Times )
‘Welcome to the age of copper’: Why the coronavirus pandemic could spark a red metal rally (CNBC )
Low Expectations for Tomorrow: Bank Dividends in Peril With Crisis Veterans Warning of Trouble (Bloomberg )
Mnuchin Says U.S. May Emerge From Recession by End of Year (Bloomberg )
Sweden’s Covid Expert Says ‘World Went Mad’ With Lockdowns (Bloomberg )
The US could slam tariffs on $3.1 billion of European goods, with products like olives, beer, gin, and planes on the list. (Business Insider )
Hospitals must disclose actual prices for tests and procedures, court rules (MarketWatch )
Dell Explores Spinoff of $50 Billion Stake in VMware (Wall Street Journal )
Global Economy Shows Signs of Pulling Out of Its Slump (Wall Street Journal )
Treasury Dept. May Consider Extending Tax Filing Deadline a Second Time (Wall Street Journal )
The Coronavirus Savings Glut (Wall Street Journal )
Housing Market’s Green Shoots (Wall Street Journal )
Property Owner Simon Sees Buying Tenants as a Way to Boost Malls (Wall Street Journal )
Walt Disney (DIS) PT Raised to $135 at Morgan Stanley as the Firm Envisions ESPN DTC Product (Street Insider )
China has picked up its ‘game’ on trade with U.S., Trump adviser says (Reuters )
The housing market rebound continues (Yahoo! Finance )
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth Klarman, (Capital Allocators )
Record number of US companies seek relief on loan terms (Financial Times )
Barron’s on MarketWatch: Japan discovers the problem with yield-curve control — that it works too well (MarketWatch )
5 Oil & Gas Stocks That Have Shown They Can Grow Safely (Barron’s )
The U.S. Economy Is About Halfway Back to Normal, a Weekly Virus-Recovery Indicator Says (Barron’s )
Trump supports second ‘very generous’ coronavirus stimulus package (New York Post )
Trump says ‘China trade deal is fully intact’ (Street Insider )
Gilead Sciences (GILD) will acquire 49.9% equity interest in Pionyr Immunotherapeutic for $275 million (Street Insider )
Gilead to Begin Human Testing of Inhaled Version of Covid-19 Drug Remdesivir (Wall Street Journal )
A Weaker Dollar Is Just What the World Needs (Bloomberg )
Hotel stocks: Bull and bear cases for buying into the travel rebound (CNBC )
European Economic Data Is V-Shaped, but the Economy Isn’t Wall Street Journal )
European stocks lifted by PMI numbers (Financial Times )
Tesla Analyst Estimates ‘Staggering’ 650K Cybertruck Preorders (Benzinga )
Photo from Pixabay.
BofA Bullish On Allegiant, Southwest, Says Leisure Travel Recovering (Benzinga )
BofA Upgrades Concho Resources, Cimarex Energy On Improving Oil Outlook (Benzinga )
Schwarzman Sees ‘Big V’ Economic Rebound in Next Few Months (Yahoo! Finance )
Kansas City Southern volumes are ‘improving’ off of early-May bottom; stock gains (MarketWatch )
Europe’s economy bounced back sharply in June (Business Insider )
As States Reopen, Workers, Executives Want Government to Make Masks Mandatory (Wall Street Journal )
Rally in Raw Materials Signals Economic Rebound (Wall Street Journal )
Coronavirus Cash Needs Prompt Companies to Rethink Investments (Wall Street Journal )
U.S. banks are ‘swimming in money’ as deposits increase by $2 trillion amid the coronavirus (CNBC )
China Investor Buys Record-Cheap Bank Stocks Nobody Else Wants (Bloomberg )
‘Fed story’ will win out over second virus wave and election fears, says UBS, so it’s time for investors to get off the sidelines (MarketWatch )
BlackRock says it’s warming up to Europe, which it says may outgrow the U.S. in second half of the year (MarketWatch )
Your blood type may determine your odds of contracting the coronavirus, study finds (MarketWatch )
Wearing masks is ‘all we have’ to try to reduce the spread of coronavirus, former FDA commissioner says (MarketWatch )
Fed to Assess How Banks React to Possible Covid-19 Scenarios (Wall Street Journal )
Restaurant Reservations, Driving Directions and Other Indicators Wall Street Is Watching (Wall Street Journal )
Pandemic Travel Patterns Hint at Our Urban Future (Bloomberg )
Here are five charts that track how the U.S. economy is recovering from coronavirus (CNBC )
Can the Fed’s Main Street loan program save midsize companies during COVID-19 crisis? (USA Today )
Flavortown, Ohio? Thousands want Columbus renamed for native celebrity chef Guy Fieri (USA Today )
Hedge Funds Exploit CLO Weakness Laid Bare by Corporate Distress (Bloomberg )
The New Weapon in the Covid-19 War (Bloomberg )
Google billionaire Sergey Brin has a secret charity that sends ex-military staff into disaster zones on a superyacht (Business Insider )
UBS Upgrades Wal-Mart (WMT) to Buy; Entering Era of Amplified Earnings Growth (Street Insider )
Foreign investors to be biggest buyers of US stocks: Goldman Sachs (FoxBusiness )
How zero-fee trading helped Citadel cash in on retail trading boom (Financial Times )
Live Nation announces drive-in concert series in 3 cities (Fox Business )
Baltic index edges up on higher panamax, supramax rates (Reuters )
This drug may be the secret behind Portugal’s low Covid-19 death rate (CNN )
Oil’s road back to $40 signals economic and job snap back: Phil Flynn (Fox Business )
The inside story of Netflix, the tiny tech company that took over Hollywood (ReCode )
ECRI Weekly Leading Index Update (Advisor Perspectives )
Here’s the Two-Door 2021 Ford Bronco Testing Out in the Desert (TheDrive )
For Sale: Number-Matching 1969 Dodge Charger Checks All the Right Boxes (TheDrive )
Daymond John: Swimming With Sharks (NPR Planet Money )
The Prophecies of Q (The Atlantic )
Common Steroid Could Be Cheap and Effective COVID-19 Treatment (Scientific American )
Chamath Palihapitiya On The Future Of Big Tech (Podcast) (Bloomberg )
Powell’s Potent Put Powering Stock Market Meltup (Yardeni )
How the B-29 Modernized the U.S. Air Force (Popular Mechanics )
JD.com’s Successful Ecommerce Sale Bodes Well for China (Barron’s )
How to Play Biotech’s Next Big Runup (Barron’s )
SPAC in the Middle of a Boom for New Stocks (Barron’s )
Fuel Prices Will Rebound in Different Stages (Barron’s )
Goldman Sachs Stock Is Poised to Shine Again (Barron’s )
Picasso’s ‘Head of a Sleeping Woman’ Available for the First Time in Decades (Barron’s )
Oil Prices Rise Above $40 on Demand Hopes (Wall Street Journal )
May’s U.S. Jobs Rebound Was Widespread (Wall Street Journal )
Covid-19 and the case against caution (Financial Times )
John Paul DeJoria — From Homelessness to Building Paul Mitchell and Patrón Tequila (#441) (Tim Ferriss )
The Anatomy of a Rally – Oaktree Capital (Howard Marks )
Small Value Stocks: Peril and Opportunity (Morningstar )
Seth Klarman on Relative Value and Relative Performance (gurufocus )
Walter Schloss: His rules that beat the market (Monevator )
Ben Graham: The Other Advantage of Diversification (Novel Investor )
Small-Cap Valuations: Historic Opportunity or Overvalued? (WisdomTree )
Jeremy Siegel on the Stock Market and Covid-19 (Podcast) (Bloomberg )
SBA Opens Up New Grants And Loans For Small Businesses And Independent Contractors: The EIDL Program (Forbes )
This Is Not Your Grandma’s Fried Chicken—It’s Better (The Daily Beast )
These Michelada Ribs Are The Perfect Summer BBQ Recipe (Maxim )
China to Accelerate U.S. Farm Purchases After Hawaii Talks (Bloomberg )
What the Rush to Cash Means for the Stock Market (Barron’s )
Anthony Bourdain’s Trick for Great Steak Tartare Isn’t About the Meat (Bloomberg )
This fund manager whose biggest short was Wirecard says he is the most bullish toward stocks since 2009 (MarketWatch )
Oil prices climb, head for roughly 10% weekly gain on optimism over global demand (MarketWatch )
Biogen Can Bounce Back from Multiple-Sclerosis Blow (Wall Street Journal )
This Cheap Hedge Could Save Investors Some Grief (Bloomberg )
Rollerblading for Grown-Ups Is Back, and It’s Not Just Like Riding a Bike (Wall Street Journal )
How Exactly Do You Catch Covid-19? There Is a Growing Consensus (Wall Street Journal )
Waiting to buy that hot new 2020 mid-engine Corvette? Keep waiting. (USA Today )
Oil Prices Rise Amid Supply Cuts (Wall Street Journal )
Twitch’s Streaming Boom Is Jolting the Music Industry (Bloomberg )
Second-half economic recovery ‘has begun’: Kevin Hassett (Fox Business )
Mortgage rates drop to another record low — here’s why Americans may not want to wait too much longer before locking rates in (MarketWatch )
Investors Edge Back Into Emerging Markets (Wall Street Journal )
Beijing Virus Outbreak Contained, Top China Expert Say (Bloomberg )
We will dress up again (Financial Times )
TikTok’s U.S. Revenues Expected to Hit $500 Million This Year (The Information )
Initial Jobless Claims 1.5M vs 1.29M Expected (Street Insider )
BoE Buying by $125 Billion to Counter Virus Crisis (Bloomberg )
Wall Street giants including the CEOs of Goldman and Blackstone are pouring money into the campaign to defeat AOC in a June primary. (Business Insider )
China Pledges Faster Credit Growth as Economy Faces Virus Return (Bloomberg )
BP raises nearly $12 billion in first hybrid bonds issue (Reuters )
Initial jobless claims continue to trend lower (Yahoo! Finance )
Banks rush to borrow record €1.3tn at negative rates from ECB (Financial Times )
Boaz Weinstein Is Making Bank. He’s Not Happy That You Know About It. (Institutional Investor )
How Strict Are Airlines About Face Masks in Flight? (Wall Street Journal )
