Be in the know. 25 key reads for Tuesday…

  1. Here’s where JPMorgan is seeing stock bargains, as the bank lifts its end-year S&P 500 target to 4,600 (MarketWatch)
  2. How Buffett, Others Scored $80 Billion In Five-Day Stock Sell-Off (IBD)
  3. Housing Starts Accelerated More Than Expected in June Despite Shortages (Barron’s)
  4. Jeff Bezos Is Headed to Space Today. What to Know About the Blue Origin Launch. (Barron’s)
  5. Drug Companies and U.S. States Near Signing of $26 Billion Opioid Settlement (Barron’s)
  6. Slowing Growth? Sure. But Here’s Why You Should Stick With Stocks. (Barron’s)
  7. Covid Cases Are Rising. Why This Wave May Be Different. (Barron’s)
  8. News Talk. The Energy Report 07/20/2021 (Phil Flynn)
  9. 15 Chip Stocks That Are Cheap After the Recent Tech Pullback (Barron’s)
  10. Grocery Earnings Are Coming. What to Expect. (Barron’s)
  11. ‘It’s not a month to be a hero,’ warns stock-market strategist Tom Lee, after Dow logs worst day of 2021 (MarketWatch)
  12. IBM’s Revenues and Profits Beat Forecasts. Software and Services Were Key. (Barron’s)
  13. Netflix Reports Earnings Tuesday. What to Expect. (Barron’s)
  14. Comcast CEO Brian Roberts and ViacomCBS Chairman Shari Redstone Met to Discuss Streaming Partnership (Wall Street Journal)
  15. Halliburton Sees ‘Multi-Year Upcycle’ as Oil Services Return (Bloomberg)
  16. Inflation Is Here — These 35 Metrics Tell You How Much to Worry (Bloomberg)
  17. ‘A Lot of Very Young People’ Are Going to Buy the Dip in Stocks (Bloomberg)
  18. OPEC Gives Shale an Opening (Wall Street Journal)
  19. The pandemic recession lasted two months and was shortest on record, economic panel says (MarketWatch)
  20. A prolonged sell-off in the stock market is unlikely for these 2 reasons, according to Fundstrat’s Tom Lee (Business Insider)
  21. Carnival stock bounces after plans to have nearly 75% of cruise capacity operating by year end (MarketWatch)
  22. 5 Energy Stocks to Buy Ahead of Earnings as Crude Prices Back Up (24/7 Wall Street)
  23. Jeff Bezos successfully completes space flight (Financial Times)
  24. After The Meltdown, Is It Time To Buy Energy Stocks? (Benzinga)
  25. Netflix Will See ‘Meaningful Increment’ In Revenue Even If It Grabs A ‘Fraction Of The Video Game Market,’ Says Analyst (Benzinga)

Be in the know. 10 key reads for Monday…

  1. OPEC+ Sets Path To End Output Limits, Avoid More Chaos (Investor’s Business Daily)
  2. Top China Fund Manager Bets on Tech as Beijing Tightens Grip (Bloomberg)
  3. Tech Earnings Are Back and Bigger Than Ever (Barron’s)
  4. Senate Infrastructure Bill Drops IRS Funding, Raising Pressure for New Revenue (Wall Street Journal)
  5. Record Stock Rally Ignores Wall Street’s Phobia About Optimism (Wall Street Journal)
  6. The Failure of China’s Microchip Giant Tests Beijing’s Tech Ambitions (New York Times)
  7. China Military Held Beach Assault Drill to Warn Taiwan, U.S. (Bloomberg)
  8. Xpeng prices its new sedan at $24,700 undercutting Tesla’s Model 3 in China (CNBC)
  9. Tencent says it’s buying UK video game developer Sumo Group, sending shares flying (CNBC)
  10. Pfizer says FDA’s decision to approve its COVID-19 vaccine is expected by January (MarketWatch)

Be in the know. 24 key reads for Sunday…

  1. Chinese tech giants pledge fair competition amid antitrust push (technode)
  2. Mat Ishbia on Leadership and Mortgage Lending (Podcast) (Bloomberg)
  3. Christie Brinkley: The non-negotiable daily habit that gives her energy and focus (CNBC)
  4. Aston Martin Reveals 937hp Valhalla Hybrid Supercar (Forbes)
  5. 10 Best Blue Chip Dividend Stocks Hedge Funds Are Buying (insidermonkey)
  6. 4 Very Well-Known Companies Highlight Stocks to Buy Under $10 (24/7 Wall Street)
  7. Warren Buffett and Charlie Munger: ‘We made a lot of money’ but here’s ‘what we really wanted’ (CNBC)
  8. 2021 Bentley Continental GT V8 Review: The Latest Chapter In A Great Design Story (Forbes)
  9. ECRI Weekly Leading Index Update (Advisor Perspectives)
  10. Force of nature: How the unstoppable Marc Benioff fueled Salesforce’s stratospheric rise (Fortune)
  11. McLaren Gets $760 Million From Investors Including Saudi Fund (Bloomberg)
  12. One of America’s Best Gilded Age Palaces Isn’t Where You’d Expect (The Daily Beast)
  13. The Lesson of Little Island: Less Is More (Bloomberg)
  14. OPEC and allies target full end to oil production cuts by September 2022, increase supply limits as prices climb (CNBC)
  15. OPEC+ to Boost Oil Output After Saudi-UAE Compromise Deal (Bloomberg)
  16. Fund Managers Ride Out Pandemic by Sticking With Old Playbooks (Bloomberg)
  17. Inflation Earnings Pressures Put Pricing Power in Driver’s Seat (Bloomberg)
  18. This Classic V12-Powered Ferrari F50 Can Now Be Yours (Maxim)
  19. How John D. Rockefeller Set the Standard for Today’s Billionaires (Maxim)
  20. The Great Inflation (Classic) (NPR Planet Money)
  21. How Description Leads to Understanding (Farnam Street)
  22. How Designer DNA Is Changing Medicine (Scientific American)
  23. Iran’s plans for research reactor fuel imperil revival of nuclear deal (Science)
  24. Structural basis for target-site selection in RNA-guided DNA transposition systems (Science)

Be in the know. 32 key reads for Saturday…

  1. 42 Bargains in a Pricey Market (Barron’s)
  2. Pfizer Vaccine Granted Priority Review for Full U.S. Approval (Bloomberg)
  3. 2 Undervalued Stocks With Sturdy Dividends (Morningstar)
  4. Mortgage-Refinancing Costs Expected to Fall as Fannie, Freddie Drop Fee (Wall Street Journal)
  5. Bill Miller 2Q 2021 Market Letter (Miller Value)
  6. Charlie Munger: 11 Intelligent Things To Do (CMQ)
  7. Intel’s Potential Merger With GlobalFoundries Is a Smart Deal. Here’s Why. (Barron’s)
  8. Japan Becomes a Hotbed of Investor Activism After a Win at Toshiba (Barron’s)
  9. Krispy Kreme’s Largest Shareholder Bought More Stock (Barron’s)
  10. How to Fight and Win the Semiconductor War (Barron’s)
  11. Big Contrarian Investor Sold Apple, Microsoft Stock, Bought Pfizer and Merck (Barron’s)
  12. The 5G Rollout Is Just Beginning. And AT&T Has to Convince Consumers of the Magic. (Barron’s)
  13. Walgreens, Cummins Raise Their Payouts in a Busy Week for Dividend Increases (Barron’s)
  14. Higher June Retail Sales Bolsters U.S. Recovery (Wall Street Journal)
  15. Demand for loan ETFs ‘skyrockets’ as inflation worries intensify (Financial Times)
  16. ‘Strange’ bond reaction to US inflation data puzzles investors (Financial Times)
  17. Replacing Powell Would Be an Unforced Error (Bloomberg)
  18. The UBI Skeptics May Be Right (Bloomberg)
  19. Some investors are betting big on Chinese tech despite Cathie Wood’s warning of a ‘valuation reset’ (Business Insider)
  20. China tech stocks are on sale — one key level to watch if you’re considering buying (CNBC)
  21. Yellen Says China Trade Deal Has ‘Hurt American Consumers’ (New York Times)
  22. Iran’s Nuclear Advances Complicate Biden’s Bid to Revive 2015 Deal (Wall Street Journal)
  23. Jack Dorsey says Square will launch bitcoin DeFi platform (Financial Times)
  24. China Wants a Chip Machine From the Dutch. The U.S. Said No. (Wall Street Journal)
  25. Want to Buy a Luxury Watch? Read These 7 Pro Tips First (Wall Street Journal)
  26. OPEC+ Calls Meeting for Sunday After Progress Toward Deal (Bloomberg)
  27. Bill Priest’s outlook for the market: ‘The demand side of the economy is going to be very strong’ (Foxx Business)
  28. Netflix is trying to beat competitors by adding video games (CNN Business)
  29. Think Rates Have to Rise For Value to Advance? That is ‘Absolutely Not True,’ Says Cliff Asness (Institutional Investor)
  30. 4 Energy Stocks That Have Just Turned Cheap (Morningstar)
  31. Dealing With Mistakes (Neckar)
  32. Bill Nygren Market Commentary | 2Q21 (Oakmark Funds)