Be in the know. 30 key reads for Tuesday…

  1. Pelosi Says Next Stimulus Round Will Be $1 Trillion or More (Bloomberg)
  2. Why Oil-Services Stocks Are Finally a Buy (Barron’s)
  3. Fed says it will provide financing against new U.S. ‘payroll protection’ loans (Reuters)
  4. Gilead Analyst Sees Catalyst Ahead In Data Readout For Potential Coronavirus Treatment (Benzinga)
  5. Michael Burry of ‘The Big Short’ Slams Virus Lockdowns in Tweetstorm (Bloomberg)
  6. Oaktree, Elliott Among Bargain Hunters Circling Mortgage Trusts (Bloomberg)
  7. Greed and Fear Collide: Wall Street Calls Traders Back to Office (Bloomberg)
  8. Everything Must Go Right for Big Pharma’s Bet on a Fast Vaccine (Bloomberg)
  9. Oil’s Big Crash Has Permian Explorers Flaring Less Gas (Bloomberg)
  10. Honor Blackman, Who Played ‘Bond Girl’ Pussy Galore, Dies at 94 (Bloomberg)
  11. Strategist Jeff Saut says market bottom in, sees new S&P 500 record in 2020 (CNBC)
  12. JPMorgan reports earnings in a week. Here’s why it may be a buy now (CNBC)
  13. Allstate to return $600M in auto premiums as coronavirus cuts driving (New York Post)
  14. Peter Navarro Has Antagonized Multinational Companies. Now He’s in Charge. (New York Times)
  15. Warren Buffett’s Death-Spiral Deal (Wall Street Journal)
  16. Bakken Oil Field Giant Continental Eliminates Dividend, Slashes Production (24/7 Wall Street)
  17. Stifel Still Bets on an Even Bigger April Rally: 5 Top Stocks to Buy (24/7 Wall Street)
  18. Graphic: Oil majors cut 2020 spending by 22% after prices slump (Reuters)
  19. Virus slamming economy, but relief fends off disaster: Blackstone CEO (Fox Business)
  20. Avalanche of Downgrades Points to a ‘Big Default Spike’, Moody’s Warns (Institutional Investor)
  21. Source image: Unsplash.com
  22. 3M, Trump Strike Deal To Import 166.5M Masks From China, Company To Continue To Supply Abroad (Benzinga)
  23. Teva Analyst Says Shares Are Pricing In Too Much Risk (Benzinga)
  24. 10 Cheap Dividend Aristocrats to Buy on the Dip (Yahoo! Finance)
  25. Carnival’s stock rockets 20% premarket, after soaring 28% the past 2 sessions (MarketWatch)
  26. Trump Pushes Broader Use of Hydroxychloroquine Against Coronavirus (Wall Street Journal)
  27. ‘Light at the end of the tunnel’: Stocks surge as fewer new coronavirus cases signal lockdowns are working (Business Insider)
  28. Billionaire Bill Ackman plowed more than $200 million into Warren Buffett’s Berkshire Hathaway after the coronavirus sell-off (Business Insider)
  29. 38 Quality Global Stocks You Now Can Get Cheap, According to Morgan Stanley (Barron’s)
  30. Bob Iger on Disney After Coronavirus (Barron’s)

Be in the know. 15 key reads for April…

 

  1. US could stockpile 1B barrels of oil amid coronavirus price crash: energy secretary (Fox Business)
  2. Why Rice Is a Hot Commodity Now (Barron’s)
  3. ‘The worst is behind us’ — with the most attractive risk-reward in years, it is time to buy stocks, Morgan Stanley says (MarketWatch)
  4. The Coronavirus Recession Will Be Deeper and Faster Than the Financial Crisis. Why That Matters. (Barron’s)
  5. President Trump Says He Will Back Loans To Small Businesses If Necessary (Barron’s)
  6. Thousands of NY COVID patients are being treated with anti-malarial drug (New York Post)
  7. How to make face masks at home (Fox Business)
  8. BofA loosens criteria for small biz loans (Fox Business)
  9. High-Yield Debt Pummeled in ‘Ugly’ First Quarter (Institutional Investor)
  10. 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)
  11. Barron’s Picks And Pans: Post-Pandemic Ideas, Safe Dividends And More (Yahoo! Finance)
  12. Thermo Fisher provides upbeat first-quarter revenue growth outlook, stock rallies (MarketWatch)
  13. St. Louis Fed’s Bullard pitches universal daily COVID-19 testing to help restore economy’s health (MarketWatch)
  14. Car Insurer American Family Gives $200 Million in Coronavirus Refunds (Wall Street Journal)
  15. 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…

  1. Big Stock Buys at Building-Materials Companies (Barron’s)
  2. Exclusive: Amazon in contact with coronavirus test makers as it plans pandemic response (Reuters)
  3. 8 Ways Business Owners Can Take Advantage of the Federal Stimulus Package (Entrepreneur)
  4. Their Rightful Owners (The Irrelevant Investor)
  5. Laura Linney: The Most Delightfully Dangerous Woman on TV (The Daily Beast)
  6. Bentley Mulliner’s Hand-Built $1.8 Million Bacalar Has a Dashboard Made From 5,000-Year-Old Wood (Robb Report)
  7. Tom Brady Rents Derek Jeter’s Sprawling Tampa Bay Mansion (Architectural Digest)
  8. A Husband Made A TikTok Of Himself Dancing While His Wife Was In Labor And It Went Viral (BuzzFeed)
  9. A German Exception? Why the Country’s Coronavirus Death Rate Is Low (New York Times)
  10. Worst Q1 In Dow History (Almanac Trader)
  11. 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)
  12. MiB: Jonathan Miller of Miller Samuel Real Estate Appraisers & Consultants (Ritholtz MIB)
  13. Some Big Investors Smell Profit in Virus-Plagued Companies (New York Times)
  14. Shockproofing Canada: Why the Keystone pipeline is just the start of making us energy self-sufficient (Financial Post)
  15. Kevin Warsh And The Long Road Back To Economic Recovery (Hoover Institution)
  16. Episode 988: The Economics Of Hospital Beds (NPR Planet Money)
  17. How small businesses hit by coronavirus can get aid (Fox Business)
  18. Japan Is Racing to Test a Drug to Treat Covid-19 (Wired)
  19. Would You Rather: Buy Too Early or Buy Too Late in a Bear Market? (A Wealth of Common Sense)
  20. Collusion and Cooperation in the Oil Market (Futures)
  21. The Most Common Sense Way To Stop Spreading the Virus (#masks4all) (Yardeni)
  22. These Common Household Products Can Destroy the Novel Coronavirus (Consumer Reports)
  23. OPEC+ emergency meeting likely to be postponed to April 8 or 9: OPEC sources (Reuters)
  24. Trump Pledges Support for Embattled Oil Industry (Wall Street Journal)
  25. Property Bets Lose Curb Appeal in the Age of Coronavirus (Wall Street Journal)

Be in the know. 20 key reads for Saturday…

  1. The Dow Dropped This Week. That’s Good News. (Barron’s)
  2. 7 Biotech Stocks to Buy for a Post-Pandemic World (Barron’s)
  3. Why You Don’t Have to Worry About the Internet’s Health (Barron’s)
  4. Retail Winners and Losers for When We Can Spend Again (Barron’s)
  5. The Most Profitable Trade: ‘Oil All Over the Oceans Right Now’ (Bloomberg)
  6. When, and How, Does the Coronavirus Pandemic End? (Bloomberg)
  7. ‘Cash for Clunkers’ Overseer Backs Ford’s Pitch for a Sequel (Bloomberg)
  8. The Year’s Hottest New Cars Just Got Cold as Ice (Bloomberg)
  9. Trump says ‘we’ll work this out’ and ‘get our energy business back’ at meeting with oil CEOs (CNBC)
  10. Coronavirus Ended the Screen-Time Debate. Screens Won. (New York Times)
  11. Some Big Investors Smell Profit in Virus-Plagued Companies (New York Times)
  12. The Fed Got a Big Pile of Cash to Help the Economy. Who Will Benefit? (New York Times)
  13. The CDC now says all Americans should wear masks — here’s a simple DIY approach (MarketWatch)
  14. Here are the best bets for investors seeking income, according to Goldman Sachs (MarketWatch)
  15. Several EIA products show what’s happening in current energy markets (EIA)
  16. OPEC+ debates biggest-ever oil cut, awaits U.S. efforts (Reuters)
  17. What You Truly Value (Farnam Street)
  18. Bill Miller On Why Coronavirus Sell Off Is Buying Opportunity Of Generation (YouTube)
  19. Ray Dalio: Chapter 1: The Big Picture in a Tiny Nutshell (LinkedIn)
  20. A Coronavirus Fix That Passes the Smell Test (Bloomberg)

Be in the know. 10 key reads for Friday…

  1. OPEC+ debates biggest ever cut as virus destroys oil demand (Reuters)
  2. Trump to host Big Oil execs at White House to discuss market slump (Reuters)
  3. Marseille’s maverick chloroquine doctor becomes pandemic rock star (Financial Times)
  4. Best guesses on when corona cases will peak and when lockdowns can end (New York Post)
  5. Adam Sandler sings uplifting ‘Quarantine Song’ on Jimmy Fallon’s show (New York Post)
  6. Opinion: ‘Quiet’ Warren Buffett has three ways to win in this market (MarketWatch)
  7. Oil jumps another 12% a day after its best day on record (CNBC)
  8. OPEC and allies reportedly set for video meeting as analysts pour skepticism on Trump’s intervention (CNBC)
  9. US payrolls plunge 701,000 in March amid the start of a job market collapse (CNBC)
  10. Key 2008 Financial Crisis Players Are Back for Coronavirus (Bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Oil jumps as Trump talks up truce hopes for Saudi-Russia price war (StreetInsider)
  2. No One Is Betting in Casinos—Or on Their Stocks ()
  3. Trump says expects Russia-Saudi oil deal soon, invites US oil chiefs to White House (Reuters)
  4. Oil rallies as Trump spurs hopes for Russia-Saudi pact (Financial Times)
  5. Detroit To Be The First City To Roll Out Abbott’s 5-Minute Coronavirus Tests (Benzinga)
  6. Kroger’s sales jump 30% as shoppers stock up amid coronavirus crisis New York Post)
  7. Retailers Under Growing Pressure to Let Workers Wear Masks New York Times)
  8. Mapping the Coronavirus Outbreak Across the World (Bloomberg)
  9. Walgreens earnings top estimates, says it can’t forecast the impact of coronavirus pandemic (CNBC)
  10. Trump To Talk Aid For Oil As Big Shale Firm Files For Bankruptcy (Investor’s Business Daily)
  11. Big Banks Get Temporary Reprieve (Barron’s)
  12. These 8 Aristocrats Have Safe Dividends. (Safe Being a Relative Term Right Now). (Barron’s)
  13. A Top Occidental Petroleum Executive Is Out as Company Grapples With Oil Rout (Wall Street Journal)
  14. The Fed Is Settling Into Its Role as the World’s Central Bank (Wall Street Journal)
  15. 5 Blue Chip Stocks to Buy Now With Huge Piles of Cash and Very Low Debt (24/7 Wall Street)
  16. Trump May Join Oil Talks Between Russia And Saudi Arabia (Yahoo! Finance)
  17. Workers Return to China’s Factories, but Coronavirus Hurts Global Demand (Wall Street Journal)
  18. Coronavirus Tests Aren’t Hard to Find Everywhere (Wall Street Journal)
  19. Telemedicine, Once a Hard Sell, Can’t Keep Up With Demand (Wall Street Journal)
  20. How a Mailman Still Carries On During Coronavirus (Wall Street Journal)

Be in the know. 18 key reads for Wednesday…

  1. 8 Experimental Coronavirus Treatments to Watch (Barron’s)
  2. Conagra CEO Talks Chef Boyardee: Nostalgia Is Alive (Benzinga)
  3. Comparing the two main loan programs (Fox Business)
  4. ‘The Price is Right’ attracting its biggest audience in years (Fox Business)
  5. Bond King: Stocks still haven’t seen the worst of the coronavirus crisis (Fox Business)
  6. How Private Equity-Owned Bauer Pivoted From Hockey Gear to Medical Masks (Institutional Investor)
  7. Banks stand to make billions from US small business rescue (Financial Times)
  8. Mark Cuban: ‘Capitalism will lift us up from where we are’ (Yahoo! Finance)
  9. US companies cut 27,000 jobs before the worst of the coronavirus shutdown (CNBC)
  10. Here are Bank of America’s top stocks for the second quarter (CNBC)
  11. Warren Buffett could bail out airlines, hotels, and casinos as coronavirus ravages their revenues (Business Insider)
  12. Here’s what a team of Citi analysts say will save the global economy — and the stock market (MarketWatch)
  13. Gundlach, Marks Are Among Those Seeing More Losses Coming (Bloomberg)
  14. Shale Might End Up Being a Winner of the Oil War, Says Goldman (Bloomberg)
  15. Data-Center Stocks Could Be Winners as Internet Use Surges (Barron’s)
  16. Safety Advice If You Must Visit the Grocery Store (Wall Street Journal)
  17. Billionaire investor Steve Cohen: ‘After an earthquake there are tremors’ (Street Insider)
  18. Junk Bonds Show Signs of Life (Wall Street Journal)

Be in the know. 15 key reads for Tuesday…

  1. BofA vice chair: ‘Time in the market, not timing the market’ is most lucrative (CNBC)
  2. The Oil Glut Is Getting Critical (Wall Street Journal)
  3. Online Grocers Are Getting a Preview of Their Future (Wall Street Journal)
  4. Abbott Surges On 5-Minute Covid-19 Test (Barron’s)
  5. Why Big Pharmaceutical Stocks May Be the Best Place for Worried Investors Now ()
  6. Consumer Confidence Declines Taper Off as FDA OKs Emergency Drugs (24/7 Wall Street)
  7. How Safe Is Northrop Grumman Stock? (24/7 Wall Street)
  8. Goldman Sachs Sees 34% Plunge in U.S. GDP and 15% Unemployment (Bloomberg)
  9. Explainer: What the Federal Reserve has done in the coronavirus crisis (Reuters)
  10. Private Equity-Owned Restaurants: ‘This Is the Worst I’ve Ever Seen It’ (Institutional Investor)
  11. What the 1918 Flu Can Teach Us About Avoiding an Economic Meltdown (Barron’s)
  12. Goldman Sachs Sees 34% Plunge in U.S. GDP and 15% Unemployment (Bloomberg)
  13. Wells Fargo Upgrades Dollar General (DG) to Overweight on ‘Numerous Tailwinds’ (Street Insider)
  14. If stocks are headed higher, these ‘battleground’ underperformers are worth a look, says Jefferies (MarketWatch)
  15. Mark Mobius piles into pharma and luxury stocks: ‘We may have hit the bottom’ ()

Be in the know. 7 key reads for Monday…

  1. An Update on the Coronavirus Treatment (Wall Street Journal)
  2. Johnson & Johnson says human testing of its coronavirus vaccine to begin by September (CNBC)
  3. ‘The damage has already been done’ in bank stocks, trader says. Here’s the one he’d buy (CNBC)
  4. Facing Crude Reality in Stimulus Bill (Wall Street Journal)
  5. Big hedge funds raise money to capitalise on market turmoil (Financial Times)
  6. Natural Gas Prices Could Double Next Year (Yahoo! Finance)
  7. After Three Coronavirus Stimulus Packages, Congress Is Already Prepping Phase Four (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. New OPEC+ Deal To Balance Oil Markets Might Be Possible (Futures)
  2. The Cheapest Way For Trump To Save U.S. Oil (OilPrice)
  3. Saudi Arabia’s Oil Price War Is Backfiring (OilPrice)
  4. Trump’s Ultimate Weapon To End The Oil War (OilPrice)
  5. 2020 Land Rover Defender first drive review: The real deal (CNET)
  6. Episode 985: Where Do We Get $2,000,000,000,000? (NPR Planet Money)
  7. Preserving Optionality: Preparing for the Unknown (Farnam Street)
  8. Small Businesses Could Land SBA Loans in as Soon as 2 Weeks. Here’s Who’s Eligible (Inc.)
  9. Oil plunges again after talks stall between Saudis, Russians (Fox Business)
  10. The Godfather Part II, Fleur du Lac Estate at Lake Tahoe Goes Up For Sale (Luxuo)