Category: What I’m Reading Today

Be in the know. 20 key reads for Sunday…

  1. The Next Round of Bailouts Will Name Names (New York Times)
  2. For charitable givers, CARES Act offers big tax breaks (InvestmertNews)
  3. Big Biotechs Make a Big Statement (StockCharts)
  4. Time to Consider Herd Immunity For New York City And The Rest Of The Country (Insider Monkey)
  5. ECRI Weekly Leading Index Update: WLIg Inches Up (Advisor Perspectives)
  6. John Cena Is Just Getting Started (Men’s Journal)
  7. Jerry Seinfeld Spoofs James Bond in Netflix Trailer for ’23 Hours To Kill’ (Maxim)
  8. Bugatti Divo Will Be Delivered This Year (TheDrive)
  9. Chris Whalen on PPP Loans (Podcast) (Bloomberg)
  10. Pennsylvania’s Comeback from Coronavirus Shutdowns Could Determine the Outcome of the 2020 Presidential Race (Manhattan Institute)
  11. When Is It Safe To Ease Social Distancing? Here’s What One Model Says For Each State (NPR)
  12. How The Fed Fights Coronavirus (NPR Planet Money)
  13. Explore the Fascinating History of Soul Food (Mental Floss)
  14. Why Exercise Is So Good For You (Scientific American)
  15. How The Crisis Pushed The Fed Into New Territory (Podcast) (Bloomberg)
  16. Trump: Apple CEO sees coronavirus V-shaped economic recovery (Fox Business)
  17. Sweden keeping open during coronavirus protects its economy (Fox Business)
  18. Apple and Google’s new contact tracing tool is almost ready. Just don’t call it a contact tracing tool. (recode)
  19. Phased Opening for NYSE Floor Talked (Traders Magazine)
  20. The New Koenigsegg Gemera: The World’s First, Four-Seater Mega-GT (JustLuxe)

Be in the know. 30 key reads for Saturday…

  1. This respected market-timing model just flashed a bullish four-year outlook for stocks (MarketWatch)
  2. Kanye West Vaults From Broke to Billions With Yeezy in Demand ()
  3. It’s the Physical Market That’s Broken, Not the Futures (Futures)
  4. As States Reopen, Hold Your Breath (Investors Business Daily)
  5. Stocks Could Gain 15% in the Next Year, Experts Say (Barron’s)
  6. Yes, Stocks Have Rallied. Just Don’t Get Complacent. (Barron’s)
  7. Covid Is Changing How We Eat. These Food Stocks Are Benefiting the Most. (Barron’s)
  8. Is That Jerry Jones on a…Yacht? Riding the Seas of the NFL’s ‘Virtual’ Draft. (Wall Street Journal)
  9. 4 ‘Oily Industrial’ Stocks to Buy After Oil’s Collapse (Barron’s)
  10. The Shock of Subzero Oil Will Shake the U.S. Energy Industry. 4 Stocks Worth a Look. (Barron’s)
  11. The Oil Market Has Gotten Weird. Here’s How Investors Can Make Sense of It. (Barron’s)
  12. Mnuchin Says Federal Government Might Take Stakes in Energy Companies (Barron’s)
  13. Trump pulls punches and clings to his China trade deal as backlash against Beijing grows (CNBC)
  14. Some Oil Producers Have Secret Weapon in Hedging (Wall Street Journal)
  15. Gilead Poised to Upend Market With Its First Covid-19 Study Data (Bloomberg)
  16. Mortgage bailout balloons by half a million more loans in one week (CNBC)
  17. Saudis Begin Curbing Oil Output Ahead of OPEC+ Start Date (Bloomberg)
  18. Famed ‘Big Short’ investor Steve Eisman explains why he’s betting big on major US banks (Business Insider)
  19. “Without Them, I Don’t Know What We’d Do” (Vanity Fair)
  20. Why stocks rebound before the economy (USA Today)
  21. ‘Capitalism as we know it will likely be changed forever’ and 9 other lasting implications of coronavirus, according to billionaire Leon Cooperman (MarketWatch)
  22. In the Coronavirus Era, the Force Is Still With Jack Dorsey (Vanity Fair)
  23. Why We Focus on Trivial Things: The Bikeshed Effect (Farnam Street)
  24. Apple Aims to Sell Macs With Its Own Chips Starting in 2021 (Bloomberg)
  25. Which Kind of Investor Could You Aspire to Be: Graham, Fisher, Lynch, Greenblatt, or Marks? (Focused Compounding)
  26. Bill Miller 1Q 2020 Market Letter (Miller Value)
  27. Facebook Announces Video Calls for Up to 50 People – Zoom Shares Tank (TheStreet)
  28. Autocrats see opportunity in disaster (The Economist)
  29. Will Coronavirus Wreck The Classic Car Market? (ZeroHedge)
  30. Change in Electricity Consumption (The Reformed Broker)

Be in the know. 10 key reads for Friday…

  1. U.S. Stock Futures Climb on More Coronavirus Aid (Barron’s)
  2. Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance)
  3. How Tanker Companies Like Teekay Are Profiting From the Oil Glut (Barron’s)
  4. This Famous Poker Player Can Help Investors Play a Tough Hand (Barron’s)
  5. Mustang Cobra Jet destroys quarter mile at 170 mph, all electric (USA Today)
  6. Don’t Try to Prepare for the Next Black Swan. You Can’t. (Wall Street Journal)
  7. Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance)
  8. Oil world zeroes in on Cushing, Oklahoma (Financial Times)
  9. Hedge Funds’ Favorite Stocks Were Hit Hardest in the Coronavirus Crash (Institutional Investor)
  10. Oxford scientists reveal coronavirus vaccine timeline as human trial begins (MarketWatch)

Be in the know. 20 key reads for Thursday…

  1. The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)… (ZeroHedge)
  2. Target says same-store sales rose more than 7% so far in first quarter as digital sales double (CNBC)
  3. Stocks Still Make Sense for The Long Term (Barron’s)
  4. The Next Coronavirus Package Might Not Pass Until June (Barron’s)
  5. Restaurant Chains Received Many of the Biggest Paycheck Protection Loans (Barron’s)
  6. Texas Instruments Bets Big on Shelf Life (Wall Street Journal)
  7. Private Equity to Get Squeezed Out of Another Stimulus Program (Bloomberg)
  8. Kuwait Cutting Oil Output Ahead of Schedule, Minister Says (Bloomberg)
  9. Germophobes Shunning Public Transit Give Carmakers a Bit of Hope (Bloomberg)
  10. Harvard Professor Reaps 17,000% Return on Early Moderna Bet (Bloomberg)
  11. Hot Pharma Stock Rallies After Strong Earnings (Investor’s Business Daily)
  12. What to Watch: The Return of Michael Jordan, the End of ‘Homeland’ (Wall Street Journal)
  13. 565 Americans Have Lost Their Job For Every Confirmed COVID-19 Death In The US (ZeroHedge)
  14. Las Vegas Sands predicts speedy recovery in Asia on pent-up gambling demand (StreetInsider)
  15. RBC Capital Handicaps Gilead Sciences (GILD) Upcoming Remdesivir Data (StreetInsider)
  16. 5 Buy-Rated Oil Stocks Trading Under $10 With Massive Upside Potential (24/7 Wall Street)
  17. Steve Forbes: How Trump can help our oil industry now and skip Pelosi’s stall tactics (Fox Business)
  18. The Curious Case of Dmitry Balyasny (Institutional Investor)
  19. The Chinese Trick That Could Save Oil (Yahoo! Finance)
  20. Oil jumps 25%, extending Wednesday’s rally as traders bet on US production cuts (CNBC)

Be in the know. 18 key reads for Wednesday…

  1. We’re Not Floating to Hell on an Oil Barrel (Bloomberg)
  2. Driving Data Tells the Story of Sheltering in Place (Barron’s)
  3. Record jump in Australian retail sales (MarketWatch)
  4. Texas Instruments Beats Earnings Expectations, Uses Financial Crisis to Set Guidance (Barron’s)
  5. Senate Passes Bill for More Small-Business Stimulus (Wall Street Journal)
  6. Escape from New York City (Wall Street Journal)
  7. Mortgage Firms Get a Reprieve on Paying Investors (New York Times)
  8. McDonald’s to give free ‘Thank You Meals’ for first responders, health care workers starting Wednesday (USA Today)
  9. Infect Everyone: How Herd Immunity Could Work for Poor Countries (Bloomberg)
  10. Lotus Is Gearing Up to Make a Car You Can Drive Every Day (Bloomberg)
  11. Larry Kudlow says oil should rebound as the economy starts to reopen (CNBC)
  12. Trump to US Navy: ‘Destroy’ Iranian gunboats that ‘harass our ships’ (Fox Business)
  13. AIMCo’s $3 Billion Volatility Trading Blunder (Institutional Investor)
  14. Expedia nearing deal to sell stake to Silver Lake and Apollo: WSJ (Street Insider)
  15. Kimberly-Clark shares rise after COVID-19 stockpiling drives earnings beat (MarketWatch)
  16. How a Mailman Still Carries On During Coronavirus (Wall Street Journal)
  17. Gucci’s Chinese Revenue up in April After Bruising First Quarter (Wall Street Journal)
  18. Peter Thiel’s Palantir Saw Coronavirus Coming. Now It Braces for the Impact. (Wall Street Journal)

Be in the know. 10 key reads for Tuesday…

  1. Oil price plunge below zero sends ‘oil tourists’ on wild ride (Reuters)
  2. Risk Parity Is Supposed to Be All Weather. That’s Not Happening. (Institutional Investor)
  3. No One: Absolutely No One: I Wonder What Phil Falcone Is Up To? (Institutional Investor)
  4. Georgia and South Carolina Will Begin To Reopen (Barron’s)
  5. Why Oil Turned Negative (Barron’s)
  6. Schumer says he believes Senate will pass small business relief bill Tuesday (CNBC)
  7. The Fed Is Buying $41 Billion of Assets Daily and It’s Not Alone (Bloomberg)
  8. Ferrari rolls out coronavirus testing to get staff ready for work. (Business Insider)
  9. Opinion: This is the one leading economic indicator stock investors should follow (MarketWatch)
  10. Less Than Zero: What Oil’s Crazy Day Means (Wall Street Journal)

Be in the know. 25 key reads for Monday…

  1. Online Gambling Is Booming Amid the Lockdown (Barron’s)
  2. RBC Capital Upgrades Abbvie (ABBV) to Outperform, Added to Offensive Positioning List (Street Insider)
  3. Twitter goes insane for ‘Last Dance’ premiere (USA Today)
  4. A $1.2 Trillion Fund Says Skip Earnings Season, Buy U.S. Stocks (Bloomberg)
  5. Mnuchin, Democrats Close on Virus Aid Deal Nearing $500 Billion (Bloomberg)
  6. 12 Stocks That Can Rocket Higher — but Aren’t For the Faint of Heart (Barron’s)
  7. Marc Andreessen asks why we don’t build things anymore – here are some possible answers (CNBC)
  8. Cuomo says New York will roll out antibody testing in ‘aggressive way’ this week (CNBC)
  9. Trump to use Defense Production Act to increase swab production amid coronavirus testing shortage (CNBC)
  10. Novartis, US drug regulator agree to malaria drug trial against Covid-19 (CNBC)
  11. Traders are using giant supertankers to store 160 million barrels of oil as the coronavirus torpedoes demand (Business Insider)
  12. ‘Warren Buffett created the template’: Mark Cuban said US officials should copy the investor’s past bailout deals (Business Insider)
  13. Here’s why the U.S. stock market rally has legs, strategist says (MarketWatch)
  14. Muzzled Activists Are Mixed Blessing for Companies (Wall Street Journal)
  15. Computers Were Going to Upend Home Buying. They Didn’t See the Coronavirus Coming. (Wall Street Journal)
  16. Inside Italy’s trials to find effective antibody tests for Covid-19 (CNN)
  17. Buy Stocks at Crisis ‘Epicenter’ as Lows Are In, Top Bull Says (Bloomberg)
  18. Barron’s Picks And Pans: Dropbox, Ford, Johnson & Johnson, Teladoc And More Yahoo! Finance)
  19. Annie Duke – Decision Making in a Crisis (Capital Allocators Podcast)
  20. EXCLUSIVE: Michael Milken lobbying Amazon to distribute free coronavirus tests (Fox Business)
  21. Inside $370B relief deal Mnuchin, Dems are very close to finalizing (Fox Business)
  22. DuPont Earnings Beat Estimates. That Could Help the Stock. (Barron’s)
  23. Governments Face Pressure to Ease Coronavirus Lockdowns (Wall Street Journal)
  24. Oil Plunges by Record to Below $11 With Storage Rapidly Filling (Bloomberg)
  25. Why Deflation Is Poison for Virus-Plagued Economies (Wall Street Journal)

Be in the know. 25 key reads for Sunday…

  1. Typical April Trading: Strength from Start to Finish (Almanac Trader)
  2. ECRI Weekly Leading Index Update: WLIg At Lowest Levels (Advisor Perspectives)
  3. Starting to Think About Opening Day (FuturesMag)
  4. 5 Stock Picks from the Hedge Fund Manager Who Saw The Pandemic Coming (Insider Monkey)
  5. Doug Parker CEO Of American Airlines: US Treasury Has Been “Fair” Regarding Aid (ValueWalk)
  6. NY Fed Pres John Williams on coronavirus “We saw signs of concern and we acted promptly and decisively” (ValueWalk)
  7. Mark Cuban Calls for NBA Restart with No Fans, Says Owners Will Support (Breitbart)
  8. China now has more leading COVID-19 vaccine candidates than any other country (Fortune)
  9. Is remdesivir the drug that can kill the coronavirus? (The Economist)
  10. 16 Fascinating Facts About the Iconic Ferrari F40 (Robb Report)
  11. Real Estate Investors Are Set to Benefit from the Stimulus Bill (Architectural Digest)
  12. Hedge Fund and Insider Trading News: John Griffin, Jim Simons, Seth Klarman, Daniel Kamensky, Engaged Capital, JPMorgan Chase & Co. (JPM), Columbia Sportswear Company (COLM), and More (Insider Monkey)
  13. Severe truck driver shortage amid growing demand (OAN)
  14. Here’s What It Really Costs To Own Or Charter A Private Jet (TheDrive)
  15. Tom Hardy Goes Gangster In ‘Capone’ Trailer (Maxim)
  16. The US won’t run out of food during the coronavirus pandemic (Vox)
  17. Pennsylvania Is Place to Watch for Whether Post-Shutdown Recovery Works (Manhattan Institute)
  18. Episode 992: The Mask Mover (NPR Planet Money)
  19. Why Michael Jordan Was The Best (FiveThirtyEight)
  20. Boeing to restart operations at Philadelphia area plants next week (Fox Business)
  21. Chinese doctors using plasma therapy on coronavirus, WHO says ‘very valid’ approach (Reuters)
  22. A Feast for The Senses in Marrakech (justluxe)
  23. Drive-In Movie Theaters Thrive Despite Lack of New Titles: “People Just Want to Get Out” (Hollywood Reporter)
  24. Here’s How America Needs to ‘Reopen’ to Avoid Deeper Woes (Barron’s)
  25. Where Activist Investors Are Turning Their Focus to Now (Barron’s)

Be in the know. 30 key reads for Saturday…

  1. Seoul’s Full Cafes, Apple Store Lines Show Mass Testing Success (Bloomberg)
  2. Bank Earnings Were Terrible. It’s Time to Buy the Banks. (Barron’s)
  3. Energy Hedge Fund That Shorted Oil Sees Chance for $100 a Barrel (Bloomberg)
  4. Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (Wall Street Journal)
  5. Opinion: Vitamin D and Coronavirus Disparities (Wall Street Journal)
  6. Opening Up America Again (CDC/White House PDF Plan)
  7. Here’s why sauerkraut and kimchi sales have surged during the coronavirus (New York Post)
  8. Coronavirus Ushered in Medicine’s Digital Revolution (Barron’s)
  9. Big Pharma Sees Its Strengths Surface ()
  10. Reasons to Gobble Up Kraft Heinz’s Battered Shares (Barron’s)
  11. 3 Former United Technologies Stocks That Are Ready to Fly (Barron’s)
  12. Union Pacific Sees Biggest Insider Stock Buy in Years (Barron’s)
  13. Trump Announces $19 Billion Relief Program for Farmers (Wall Street Journal)
  14. Here Are the Companies Getting Federal Funds for Covid Relief (Bloomberg)
  15. ‘MacGyvering’: A Modern ‘Can-Do’ Approach To Bad Situations (Wall Street Journal)
  16. Wells Fargo, J.C. Penney, Amazon.com: Stocks That Defined the Week (Wall Street Journal)
  17. Procter & Gamble Posts Biggest U.S. Sales Gain in Decades (Wall Street Journal)
  18. Leaked Research: This Drug May Be Saving COVID Patients’ Lives (Futurism)
  19. Coronavirus latest: Hong Kong shows no need for total lockdown, says study (Financial Times)
  20. The Day of Reckoning for Private Equity (Institutional Investor)
  21. Warren Buffett’s financial crisis bailouts inspired the US government’s ‘big 4’ airline rescue deals (Business Insider)
  22. Pro golf plans to be the first major sport to return during the coronavirus pandemic (CNBC)
  23. Macy’s reportedly looking to use real estate to come up with cash during coronavirus pandemic (CNBC)
  24. Fed Says It Will Disclose Borrower Information in Crisis Lending (Bloomberg)
  25. These Are the Drugs and Vaccines That Might End the Coronavirus Pandemic (Bloomberg)
  26. Google seeks to launch a debit card with banks (USA Today)
  27. Standing on the Shoulders of Giants: The Key to Innovation (Farnam Street)
  28. A Primer On Reading Annual Reports (docdroid)
  29. Have Small Value Stocks Become a Bargain? (Morningstar)
  30. Gilead increases enrollment target for remdesivir trial in COVID-19 patients (Reuters)

Be in the know. 15 key reads for Friday…

  1. “Maybe He Doesn’t Want to Be the Hero”: In the COVID-19 Crisis, Warren Buffett is Lying Low (Vanity Fair)
  2. Virus Vaccine May Be Ready for Mass Production By Autumn, Oxford Professor Says (Bloomberg)
  3. Gilead Gains on Report Claiming Coronavirus Drug Working (Bloomberg)
  4. Covid Report: Gilead Pops On Promising Sneak Peek For Coronavirus Drug (Investor’s Business Daily)
  5. The Fear Gauge Is Sending False Signals (Barron’s)
  6. Why Emerging Market Currencies Are Cheap (Barron’s)
  7. Treasury yields follow stocks higher on hopes for coronavirus drug MarketWatch)
  8. AMC Entertainment’s stock rockets after liquidity update, private debt offering (MarketWatch)
  9. Schlumberger swings to large loss, misses revenue and cuts dividend by 75%; stock surges (MarketWatch)
  10. Trump administration working to ease drilling industry cash crunch (Reuters)
  11. Johnson & Johnson execs offer upbeat view of second-half recovery from COVID-19 pandemic (MarketWatch)
  12. Fed’s Bostic says watching closely for signs of ‘unbearable’ stress among mortgage servicers (MarketWatch)
  13. Boeing to Restart Jetliner Production (Wall Street Journal)
  14. Mnuchin Under Growing Pressure to Help Struggling Mortgage Companies (Wall Street Journal)
  15. Screening Rooms That Bring Hollywood Home (Wall Street Journal)