- Pelosi Says Next Stimulus Round Will Be $1 Trillion or More (Bloomberg)
- Why Oil-Services Stocks Are Finally a Buy (Barron’s)
- Fed says it will provide financing against new U.S. ‘payroll protection’ loans (Reuters)
- Gilead Analyst Sees Catalyst Ahead In Data Readout For Potential Coronavirus Treatment (Benzinga)
- Michael Burry of âThe Big Shortâ Slams Virus Lockdowns in Tweetstorm (Bloomberg)
- Oaktree, Elliott Among Bargain Hunters Circling Mortgage Trusts (Bloomberg)
- Greed and Fear Collide: Wall Street Calls Traders Back to Office (Bloomberg)
- Everything Must Go Right for Big Pharmaâs Bet on a Fast Vaccine (Bloomberg)
- Oilâs Big Crash Has Permian Explorers Flaring Less Gas (Bloomberg)
- Honor Blackman, Who Played âBond Girlâ Pussy Galore, Dies at 94 (Bloomberg)
- Strategist Jeff Saut says market bottom in, sees new S&P 500 record in 2020 (CNBC)
- JPMorgan reports earnings in a week. Hereâs why it may be a buy now (CNBC)
- Allstate to return $600M in auto premiums as coronavirus cuts driving (New York Post)
- Peter Navarro Has Antagonized Multinational Companies. Now Heâs in Charge. (New York Times)
- Warren Buffettâs Death-Spiral Deal (Wall Street Journal)
- Bakken Oil Field Giant Continental Eliminates Dividend, Slashes Production (24/7 Wall Street)
- Stifel Still Bets on an Even Bigger April Rally: 5 Top Stocks to Buy (24/7 Wall Street)
- Graphic: Oil majors cut 2020 spending by 22% after prices slump (Reuters)
- Virus slamming economy, but relief fends off disaster: Blackstone CEO (Fox Business)
- Avalanche of Downgrades Points to a âBig Default Spikeâ, Moodyâs Warns (Institutional Investor)
- Source image: Unsplash.com
- 3M, Trump Strike Deal To Import 166.5M Masks From China, Company To Continue To Supply Abroad (Benzinga)
- Teva Analyst Says Shares Are Pricing In Too Much Risk (Benzinga)
- 10 Cheap Dividend Aristocrats to Buy on the Dip (Yahoo! Finance)
- Carnival’s stock rockets 20% premarket, after soaring 28% the past 2 sessions (MarketWatch)
- Trump Pushes Broader Use of Hydroxychloroquine Against Coronavirus (Wall Street Journal)
- ‘Light at the end of the tunnel’: Stocks surge as fewer new coronavirus cases signal lockdowns are working (Business Insider)
- Billionaire Bill Ackman plowed more than $200 million into Warren Buffett’s Berkshire Hathaway after the coronavirus sell-off (Business Insider)
- 38 Quality Global Stocks You Now Can Get Cheap, According to Morgan Stanley (Barron’s)
- Bob Iger on Disney After Coronavirus (Barron’s)
Category: What I’m Reading Today
Be in the know. 15 key reads for April…
- US could stockpile 1B barrels of oil amid coronavirus price crash: energy secretary (Fox Business)
- Why Rice Is a Hot Commodity Now (Barron’s)
- ‘The worst is behind us’ — with the most attractive risk-reward in years, it is time to buy stocks, Morgan Stanley says (MarketWatch)
- The Coronavirus Recession Will Be Deeper and Faster Than the Financial Crisis. Why That Matters. (Barron’s)
- President Trump Says He Will Back Loans To Small Businesses If Necessary (Barron’s)
- Thousands of NY COVID patients are being treated with anti-malarial drug (New York Post)
- How to make face masks at home (Fox Business)
- BofA loosens criteria for small biz loans (Fox Business)
- High-Yield Debt Pummeled in ‘Ugly’ First Quarter (Institutional Investor)
- Gilead Sciences (GILD) CEO Provides Remdesivir COVID-19 Update; Providing Current 140K Courses at No Cost, Sees Additional 1M Courses by Year-End (Street Insider)
- Barron’s Picks And Pans: Post-Pandemic Ideas, Safe Dividends And More (Yahoo! Finance)
- Thermo Fisher provides upbeat first-quarter revenue growth outlook, stock rallies (MarketWatch)
- St. Louis Fed’s Bullard pitches universal daily COVID-19 testing to help restore economy’s health (MarketWatch)
- Car Insurer American Family Gives $200 Million in Coronavirus Refunds (Wall Street Journal)
- State Shutdowns Have Taken at Least a Quarter of U.S. Economy Offline (Wall Street Journal)
Be in the know. 25 key reads for Sunday…
- Big Stock Buys at Building-Materials Companies (Barron’s)
- Exclusive: Amazon in contact with coronavirus test makers as it plans pandemic response (Reuters)
- 8 Ways Business Owners Can Take Advantage of the Federal Stimulus Package (Entrepreneur)
- Their Rightful Owners (The Irrelevant Investor)
- Laura Linney: The Most Delightfully Dangerous Woman on TV (The Daily Beast)
- Bentley Mulliner’s Hand-Built $1.8 Million Bacalar Has a Dashboard Made From 5,000-Year-Old Wood (Robb Report)
- Tom Brady Rents Derek Jeter’s Sprawling Tampa Bay Mansion (Architectural Digest)
- A Husband Made A TikTok Of Himself Dancing While His Wife Was In Labor And It Went Viral (BuzzFeed)
- A German Exception? Why the Country’s Coronavirus Death Rate Is Low (New York Times)
- Worst Q1 In Dow History (Almanac Trader)
- Hedge Fund and Insider Trading News: Mark Yusko, Ray Dalio, Christopher Hohn, Glenview Capital Management, Pool Corporation (POOL), Union Pacific Corporation (UNP), and More (Insider Monkey)
- MiB: Jonathan Miller of Miller Samuel Real Estate Appraisers & Consultants (Ritholtz MIB)
- Some Big Investors Smell Profit in Virus-Plagued Companies (New York Times)
- Shockproofing Canada: Why the Keystone pipeline is just the start of making us energy self-sufficient (Financial Post)
- Kevin Warsh And The Long Road Back To Economic Recovery (Hoover Institution)
- Episode 988: The Economics Of Hospital Beds (NPR Planet Money)
- How small businesses hit by coronavirus can get aid (Fox Business)
- Japan Is Racing to Test a Drug to Treat Covid-19 (Wired)
- Would You Rather: Buy Too Early or Buy Too Late in a Bear Market? (A Wealth of Common Sense)
- Collusion and Cooperation in the Oil Market (Futures)
- The Most Common Sense Way To Stop Spreading the Virus (#masks4all) (Yardeni)
- These Common Household Products Can Destroy the Novel Coronavirus (Consumer Reports)
- OPEC+ emergency meeting likely to be postponed to April 8 or 9: OPEC sources (Reuters)
- Trump Pledges Support for Embattled Oil Industry (Wall Street Journal)
- Property Bets Lose Curb Appeal in the Age of Coronavirus (Wall Street Journal)
Be in the know. 20 key reads for Saturday…
- The Dow Dropped This Week. That’s Good News. (Barron’s)
- 7 Biotech Stocks to Buy for a Post-Pandemic World (Barron’s)
- Why You Don’t Have to Worry About the Internet’s Health (Barron’s)
- Retail Winners and Losers for When We Can Spend Again (Barron’s)
- The Most Profitable Trade: ‘Oil All Over the Oceans Right Now’ (Bloomberg)
- When, and How, Does the Coronavirus Pandemic End? (Bloomberg)
- ‘Cash for Clunkers’ Overseer Backs Ford’s Pitch for a Sequel (Bloomberg)
- The Year’s Hottest New Cars Just Got Cold as Ice (Bloomberg)
- Trump says ‘we’ll work this out’ and ‘get our energy business back’ at meeting with oil CEOs (CNBC)
- Coronavirus Ended the Screen-Time Debate. Screens Won. (New York Times)
- Some Big Investors Smell Profit in Virus-Plagued Companies (New York Times)
- The Fed Got a Big Pile of Cash to Help the Economy. Who Will Benefit? (New York Times)
- The CDC now says all Americans should wear masks — here’s a simple DIY approach (MarketWatch)
- Here are the best bets for investors seeking income, according to Goldman Sachs (MarketWatch)
- Several EIA products show what’s happening in current energy markets (EIA)
- OPEC+ debates biggest-ever oil cut, awaits U.S. efforts (Reuters)
- What You Truly Value (Farnam Street)
- Bill Miller On Why Coronavirus Sell Off Is Buying Opportunity Of Generation (YouTube)
- Ray Dalio: Chapter 1: The Big Picture in a Tiny Nutshell (LinkedIn)
- A Coronavirus Fix That Passes the Smell Test (Bloomberg)
Be in the know. 10 key reads for Friday…
- OPEC+ debates biggest ever cut as virus destroys oil demand (Reuters)
- Trump to host Big Oil execs at White House to discuss market slump (Reuters)
- Marseille’s maverick chloroquine doctor becomes pandemic rock star (Financial Times)
- Best guesses on when corona cases will peak and when lockdowns can end (New York Post)
- Adam Sandler sings uplifting ‘Quarantine Song’ on Jimmy Fallon’s show (New York Post)
- Opinion: ‘Quiet’ Warren Buffett has three ways to win in this market (MarketWatch)
- Oil jumps another 12% a day after its best day on record (CNBC)
- OPEC and allies reportedly set for video meeting as analysts pour skepticism on Trump’s intervention (CNBC)
- US payrolls plunge 701,000 in March amid the start of a job market collapse (CNBC)
- Key 2008 Financial Crisis Players Are Back for Coronavirus (Bloomberg)
Be in the know. 20 key reads for Thursday…
- Oil jumps as Trump talks up truce hopes for Saudi-Russia price war (StreetInsider)
- No One Is Betting in CasinosâOr on Their Stocks ()
- Trump says expects Russia-Saudi oil deal soon, invites US oil chiefs to White House (Reuters)
- Oil rallies as Trump spurs hopes for Russia-Saudi pact (Financial Times)
- Detroit To Be The First City To Roll Out Abbott’s 5-Minute Coronavirus Tests (Benzinga)
- Krogerâs sales jump 30% as shoppers stock up amid coronavirus crisis New York Post)
- Retailers Under Growing Pressure to Let Workers Wear Masks New York Times)
- Mapping the Coronavirus Outbreak Across the World (Bloomberg)
- Walgreens earnings top estimates, says it canât forecast the impact of coronavirus pandemic (CNBC)
- Trump To Talk Aid For Oil As Big Shale Firm Files For Bankruptcy (Investor’s Business Daily)
- Big Banks Get Temporary Reprieve (Barron’s)
- These 8 Aristocrats Have Safe Dividends. (Safe Being a Relative Term Right Now). (Barron’s)
- A Top Occidental Petroleum Executive Is Out as Company Grapples With Oil Rout (Wall Street Journal)
- The Fed Is Settling Into Its Role as the Worldâs Central Bank (Wall Street Journal)
- 5 Blue Chip Stocks to Buy Now With Huge Piles of Cash and Very Low Debt (24/7 Wall Street)
- Trump May Join Oil Talks Between Russia And Saudi Arabia (Yahoo! Finance)
- Workers Return to Chinaâs Factories, but Coronavirus Hurts Global Demand (Wall Street Journal)
- Coronavirus Tests Arenât Hard to Find Everywhere (Wall Street Journal)
- Telemedicine, Once a Hard Sell, Canât Keep Up With Demand (Wall Street Journal)
- How a Mailman Still Carries On During Coronavirus (Wall Street Journal)
Be in the know. 18 key reads for Wednesday…
- 8 Experimental Coronavirus Treatments to Watch (Barron’s)
- Conagra CEO Talks Chef Boyardee: Nostalgia Is Alive (Benzinga)
- Comparing the two main loan programs (Fox Business)
- ‘The Price is Right’ attracting its biggest audience in years (Fox Business)
- Bond King: Stocks still haven’t seen the worst of the coronavirus crisis (Fox Business)
- How Private Equity-Owned Bauer Pivoted From Hockey Gear to Medical Masks (Institutional Investor)
- Banks stand to make billions from US small business rescue (Financial Times)
- Mark Cuban: ‘Capitalism will lift us up from where we are’ (Yahoo! Finance)
- US companies cut 27,000 jobs before the worst of the coronavirus shutdown (CNBC)
- Here are Bank of Americaâs top stocks for the second quarter (CNBC)
- Warren Buffett could bail out airlines, hotels, and casinos as coronavirus ravages their revenues (Business Insider)
- Hereâs what a team of Citi analysts say will save the global economy â and the stock market (MarketWatch)
- Gundlach, Marks Are Among Those Seeing More Losses Coming (Bloomberg)
- Shale Might End Up Being a Winner of the Oil War, Says Goldman (Bloomberg)
- Data-Center Stocks Could Be Winners as Internet Use Surges (Barron’s)
- Safety Advice If You Must Visit the Grocery Store (Wall Street Journal)
- Billionaire investor Steve Cohen: ‘After an earthquake there are tremors’ (Street Insider)
- Junk Bonds Show Signs of Life (Wall Street Journal)
Be in the know. 15 key reads for Tuesday…
- BofA vice chair: âTime in the market, not timing the marketâ is most lucrative (CNBC)
- The Oil Glut Is Getting Critical (Wall Street Journal)
- Online Grocers Are Getting a Preview of Their Future (Wall Street Journal)
- Abbott Surges On 5-Minute Covid-19 Test (Barron’s)
- Why Big Pharmaceutical Stocks May Be the Best Place for Worried Investors Now ()
- Consumer Confidence Declines Taper Off as FDA OKs Emergency Drugs (24/7 Wall Street)
- How Safe Is Northrop Grumman Stock? (24/7 Wall Street)
- Goldman Sachs Sees 34% Plunge in U.S. GDP and 15% Unemployment (Bloomberg)
- Explainer: What the Federal Reserve has done in the coronavirus crisis (Reuters)
- Private Equity-Owned Restaurants: âThis Is the Worst I’ve Ever Seen Itâ (Institutional Investor)
- What the 1918 Flu Can Teach Us About Avoiding an Economic Meltdown (Barron’s)
- Goldman Sachs Sees 34% Plunge in U.S. GDP and 15% Unemployment (Bloomberg)
- Wells Fargo Upgrades Dollar General (DG) to Overweight on ‘Numerous Tailwinds’ (Street Insider)
- If stocks are headed higher, these âbattlegroundâ underperformers are worth a look, says Jefferies (MarketWatch)
- Mark Mobius piles into pharma and luxury stocks: âWe may have hit the bottomâ ()
Be in the know. 7 key reads for Monday…
- An Update on the Coronavirus Treatment (Wall Street Journal)
- Johnson & Johnson says human testing of its coronavirus vaccine to begin by September (CNBC)
- ‘The damage has already been done’ in bank stocks, trader says. Here’s the one he’d buy (CNBC)
- Facing Crude Reality in Stimulus Bill (Wall Street Journal)
- Big hedge funds raise money to capitalise on market turmoil (Financial Times)
- Natural Gas Prices Could Double Next Year (Yahoo! Finance)
- After Three Coronavirus Stimulus Packages, Congress Is Already Prepping Phase Four (Wall Street Journal)
Be in the know. 10 key reads for Sunday…
- New OPEC+ Deal To Balance Oil Markets Might Be Possible (Futures)
- The Cheapest Way For Trump To Save U.S. Oil (OilPrice)
- Saudi Arabia’s Oil Price War Is Backfiring (OilPrice)
- Trump’s Ultimate Weapon To End The Oil War (OilPrice)
- 2020 Land Rover Defender first drive review: The real deal (CNET)
- Episode 985: Where Do We Get $2,000,000,000,000? (NPR Planet Money)
- Preserving Optionality: Preparing for the Unknown (Farnam Street)
- Small Businesses Could Land SBA Loans in as Soon as 2 Weeks. Here’s Who’s Eligible (Inc.)
- Oil plunges again after talks stall between Saudis, Russians (Fox Business)
- The Godfather Part II, Fleur du Lac Estate at Lake Tahoe Goes Up For Sale (Luxuo)