Be in the know. 15 key reads for Monday…

  1. December Opex Week Historically Bullish (quantifiableedges)
  2. US STOCKS-Wall St headed higher as travel stocks rally on vaccine roll-out (Reuters)
  3. Oil lifted on vaccine optimism, tanker explosion (MarketWatch)
  4. The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ (Wall Street Journal)
  5. Vaccine Boosts Fed Confidence That Worst-Case Outcomes Can Be Avoided (Wall Street Journal)
  6. Elliott Management Has Significant Stake in Public Storage (Wall Street Journal)
  7. Huntington Bancshares Agrees to Merge With TCF Financial (Wall Street Journal)
  8. AstraZeneca’s Alexion Splurge Could Attract a Crowd (Wall Street Journal)
  9. Big Tech Turns Its Lobbyists Loose on Europe, Alarming Regulators (New York Times)
  10. CDC panel recommends Pfizer Covid vaccine for people 16 years and older (CNBC)
  11. Michael Jordan’s New Golf Course Uses Drone To Deliver Beer To Golfers (ZeroHedge)
  12. Goldman Strategists Say SPACs May Spur $300 Billion M&A Activity (Yahoo! Fiinance)
  13. EU diplomat says ‘narrow path’ to a Brexit trade deal is ‘visible’ (Fox News)
  14. ‘Can’t Take My Eyes Off You’ Stock Market (SeekingAplha)
  15. Barron’s Picks And Pans Of The Week: Time Is Ripe To Sell NIO, XPeng, Li; And Lessons From The IPO Frenzy (Benzinga)

Be in the know. 8 key reads for Sunday…

  1. Rally To Resume Mid-Month – Typical December Seasonal Pattern (Almanac Trader)
  2. Are Energy Stocks About To Breakout In 2021? (kimblechartingsolutions)
  3. Will the Fed adjust its asset purchase programme? (Financial Times)
  4. Dividends Will Have Their Day Again (Wall Street Journal)
  5. 10 Best Value Stocks To Buy Now According To Seth Klarman (Insider Monkey)
  6. ECRI Weekly Leading Index Update (Advisor Perspectives)
  7. Strategists in a Major Struggle to Reach a 2021 Stock Consensus (Bloomberg)
  8. McLaren Sells Up to 33% Stake in Racing Unit to U.S. Investors (Bloomberg)

Be in the know. 30 key reads for Saturday…

  1. Walgreens CEO: We Are Ready for Immediate Vaccinations (Barron’s)
  2. Common Investing Mistakes of the Early 1900s and How to Fix Them (novelinvestor)
  3. Hedge funds look beyond Brexit risks in bet on beaten-down UK stocks (Financial Times)
  4. Lockdowns, Innovation, and Businesses (investoramnesia)
  5. Apollo circling AMC as theater chain scrambles to stay afloat: sources (New York Post)
  6. Pfizer Vaccine Cleared in U.S., a Landmark in Covid-19 Fight (Bloomberg)
  7. Oracle Moves Headquarters to Texas, Joining Valley Exodus (Bloomberg)
  8. New Yorkers Turn Palm Beach Into Hamptons South Fleeing Virus (Bloomberg)
  9. ‘Big Short’ investor Michael Burry studied Warren Buffett but realized he would never be as popular, and needed his own style (Business Insider)
  10. A legendary venture-capital firm bought Airbnb shares for $0.01 each in 2009 (Business Insider)
  11. You’re Only As Good As Your Worst Day (Farnam Street)
  12. One stunning Airbnb chart perfectly encapsulates the ongoing IPO-market frenzy (Business Insider)
  13. Walgreens may begin Covid vaccinations at nursing homes before Christmas (CNBC)
  14. Airlines Gear Up to Transport Vaccines That Could Revive Travel (New York Post)
  15. Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
  16. Jerry Seinfeld — A Comedy Legend’s Systems, Routines, and Methods for Success (#485) (Tim Ferriss)
  17. Bob Iger – Executive Chairman of The Walt Disney Company (Coffee With the Greats)
  18. Why Value Investing Is Like Buying a House (Yahoo! Finance)
  19. This Massive New Vertical Farm Can Produce 1,000 Tons of Produce a Year (Futurism)
  20. The Transcript 12.07.20 (theweeklytranscript)
  21. Distinguishing Value from Valuation (First Eagle)
  22. Mario Gabelli at CNBC FA Summit (10.20.2020) (Gabelli TV)
  23. Warren Buffett: Rare speech from Omaha Press Club 1992 (YouTube)
  24. NIO, Xpeng, and Li Auto Are Not the Next Tesla. Why It’s Time to Unplug From Chinese EV Stocks (Barron’s)
  25. It Was a Crazy Week for IPOs. Here Are 9 Things Investors Need to Know. (Barron’s)
  26. Stock-market uncertainty runs high headed into Fed’s final meeting of 2020 (MarketWatch)
  27. Cheers for International Stocks Are Getting Louder (Barron’s)
  28. Kraft Heinz Director Elio Leoni Sceti Bought Up Shares (Barron’s)
  29. 8 Ways the U.S. Can Compete with China and Build Up Middle America (Barron’s)
  30. How Pfizer Delivered a Covid Vaccine in Record Time: Crazy Deadlines, a Pushy CEO (Wall Street Journal)

Be in the know. 15 key reads for Friday…

  1. The one big reason growth stocks have outperformed over the last decade is about to change, strategist says (MarketWatch)
  2. JPMorgan sees $1 trillion flowing into the stock market in 2021 amid ‘one of the best environments’ in years (Business Insider)
  3. Mortgage Originations Are on Pace for Best Year Ever (Wall Street Journal)
  4. Stocks Due for a Quick Pop and Stocks Due to Drop (Barron’s)
  5. Lyft Stock Could Rally Another 30%, One Analyst Says. Here’s Why He Thinks So. (Barron’s)
  6. Congress stuck after McConnell resists state aid in COVID-19 deal (New York Post)
  7. Disney May Finally Make Netflix Sweat (Wall Street Journal)
  8. 5 Dividend-Paying Pharmaceutical Stocks to Buy for Solid 2021 Total Return (24/7 Wall Street)
  9. From Bob Dylan to Blondie — why investors are buying up hit songs (Financial Times)
  10. Was Buffett Right About Energy In 2020? (Yahoo! Finance)
  11. Citigroup and Wells Fargo Are Morgan Stanley’s Top Bank Stock Picks (Barron’s)
  12. Natural Gas Prices Outpaced Oil in 2020. Here’s Why They Could Keep Rising. (Barron’s)
  13. Porsche Isn’t Giving Up On The Combustion Engine (ZeroHedge)
  14. Big Tech has an antitrust target on its back — and here’s why that should concern investors (MarketWatch)
  15. Goodbye Covid, Hello Inflation? (Wall Street Journal)

Be in the know. 15 key reads for Thursday…

  1. Why Goldman Sachs strategists say a ‘sizable correction’ isn’t about to come for this bullish investor frenzy (MarketWatch)
  2. Standing Tall. The Energy Report 12/10/2020 (Phil Flynn)
  3. The Frankie Valli, “Can’t Take My Eyes Off You” Stock Market… (ZeroHedge)
  4. Oil edges toward $50 a barrel on vaccine optimism (MarketWatch)
  5. Why Investors Should Put U.K. Defense Firm Babcock Back on Their Radar (Barron’s)
  6. GE Reaches $200M Settlement With the SEC. Why That’s a Win for the Stock. (Barron’s)
  7. Airbnb’s IPO Is Guaranteed to Be a Success. Here’s Why. (Barron’s)
  8. Airbnb’s IPO Warning: Unhappy Neighbors Are Fighting Back (Wall Street Journal)
  9. Facebook Hit With Antitrust Lawsuits by FTC, State Attorneys General (Wall Street Journal)
  10. Morgan Stanley pledges $2 million for struggling street food vendors (New York Post)
  11. Texas launching rapid coronavirus testing program for small businesses (Fox Business)
  12. D.E. Shaw Is Said to Push Exxon Mobil to Cut Spending, Costs (Bloomberg)
  13. Lawmakers Weigh Competing Covid-19 Aid Proposals (Wall Street Journal)
  14. Elon Musk Decries ‘M.B.A.-ization’ of America (Wall Street Journal)
  15. Facebook Breakup Would Demolish Zuckerberg’s Social Media Empire (Bloomberg)

The Frankie Valli, “Can’t Take My Eyes Off You” Stock Market (and Sentiment Results)…

The song we chose to embody the sentiment of this week’s stock market is Frankie Valli’s legendary song, “Can’t Take My Eyes Off You.”  I grew up in New Jersey, what did you expect?.. Continue reading “The Frankie Valli, “Can’t Take My Eyes Off You” Stock Market (and Sentiment Results)…”