Be in the know. 20 key reads for Wednesday…

  1. Earnings Bonanza Could Dwarf Fed Worries (Wall Street Journal)
  2. That Was a Lot of Sound and Fury for a 0.0% Return (Bloomberg)
  3. ‘F9’ Is Under Pressure to Be the Flick That Revives Moviegoing (Bloomberg)
  4. Wells Fargo: Here’s The Best Asset To Own When Inflation Strikes (Investor’s Business Daily)
  5. Don’t Call the Value Rally Dead Just Yet (Barron’s)
  6. The Nasdaq Hit a Record. The Rally May Just Be Starting. (Barron’s)
  7. European stocks ease, but PMI shows business activity surging (MarketWatch)
  8. XPeng stock jumps as Chinese Tesla rival reportedly gets approval for Hong Kong IPO (MarketWatch)
  9. Citigroup Has Been a Laggard. This Fund Manager Thinks It’s Ready to Be a Leader (Barron’s)
  10. S. Existing-Home Prices Hit Record High in May (Wall Street Journal)
  11. Fed’s Powell Plays Down Inflation Threat (Wall Street Journal)
  12. Why There Is No ‘Taper Tantrum’ This Time Around (Wall Street Journal)
  13. Nonbank Lenders Are Dominating the Mortgage Market (Wall Street Journal)
  14. Bostic: Fed should avoid ‘prematurely’ declaring win in jobs battle (Reuters)
  15. Value Investors Don’t Need to Avoid Growth Companies. In Fact, Doing So Can Hurt Returns. (Institutional Investor)
  16. Stunning Confessions of a Short Seller (Institutional Investor)
  17. BofA Securities Out with Top Small and MidCap Stock Picks For 2nd Half (24/7 Wall Street)
  18. The SPAC Man Method: Inside the Billionaire Rush for Riches (Bloomberg)
  19. Americans Are On the Cusp of Another Borrowing Binge (Bloomberg)
  20. Millionaire Investors Have ‘No Choice’ But to Take On More Risk (Bloomberg)

Be in the know. 28 key reads for Tuesday…

  1. Splunk to receive $1B investment from Silverlake (TheFly)
  2. The recovery in air flight bookings has stalled — and business travel is to blame (New York Post)
  3. Splunk Shares Soar on $1 Billion Investment From Silver Lake (Bloomberg)
  4. Fed Pivot Seen as More Detour Than Dead-End for Reflation Trades (Bloomberg)
  5. This Big Tech Stock Is Always on Sale (Wall Street Journal)
  6. Google Executives See Cracks in Their Company’s Success (New York Times)
  7. White House Officials Head to Hill for Infrastructure Talks (Bloomberg)
  8. Economy Is Showing Sustained Progress, Powell Says (Wall Street Journal)
  9. Powell Holds Firm to Fed’s Inflation Stance in House Covid-19 Update (Barron’s)
  10. Opendoor CFO Says Company Can Succeed in a Housing Market Downturn (Barron’s)
  11. Rates Are Still Low. These 8 Large-Cap Stocks Offer Income (Barron’s)
  12. Covid-19 Showed mRNA Vaccines Work. Translate Bio, Sanofi, Test One for Flu. (Barron’s)
  13. Energy Stocks Have Potential New Appeal: Dividends (Barron’s)
  14. Royal Dutch Shell’s cash-generation potential is highlighted by JPMorgan (MarketWatch)
  15. After a Years-Long Slump, New York Townhouse Sales Picked up in the Pandemic (Barron’s)
  16. YouTube Shorts Is Taking on TikTok and Minting a New Constellation of Concise Video Stars (Bloomberg)
  17. Hedge Funds Held on to Pandemic Losers, and Now It’s Paying Off (Bloomberg)
  18. A Record Buyout Is Just the Start as Wealthy Flee U.S. Tax Hike (Bloomberg)
  19. EU opens antitrust probe into Google’s advertising unit (CNBC)
  20. Hedge fund that bet against GameStop shuts down (Financial Times)
  21. Shipping stocks have notched triple-digit gains in 2021 as transport rates skyrocket (Business Insider)
  22. Fed’s Williams says slowing down bond purchases ‘quite a ways off’ (MarketWatch)
  23. Netflix (NFLX) Confirms Partnership with Steven Spielberg’s Amblin (StreetInsider)
  24. Splunk (SPLK) Announces $1 Billion Investment from Silver Lake, Announces $1B Buyback (StreetInsider)
  25. Mad Money Host Jim Cramer Says He’s Sold Most of His Bitcoin Following China Crackdown (Yahoo! Finance)
  26. Bridgewater’s Prince rejects return of 1970s ‘Great Inflation’ (Financial Times)
  27. Bond spreads collapse as investors rush into corporate debt (Financial Times)
  28. Gilead’s Veklury® (Remdesivir) Associated With a Reduction in Mortality Rate in Hospitalized Patients With COVID-19 Across Three Analyses of Large Retrospective Real-World Data Sets (TrialSiteNews)