Be in the know. 15 key reads for Monday…

  1. Billionaire investor Dan Loeb praised SPACs, revealed his winning bets, and predicted a surge in risky debt in his latest investor letter (Business Insider)
  2. Yellen’s Views on the Deficit and Rates Have Been Consistent—Even if Wrong (Barron’s)
  3. Australian business conditions hit record high (MarketWatch)
  4. Higher Prices Leave Consumers Feeling the Pinch (Wall Street Journal)
  5. Sotheby’s, Christie’s Expect to Sell $1 Billion in Art at Spring Auctions (Wall Street Journal)
  6. Economists Disagree Over How Much Covid-19 ‘Herd Immunity’ Needed for Recovery (Wall Street Journal)
  7. As Scrutiny of Cryptocurrency Grows, the Industry Turns to K Street (New York Times)
  8. Hacked Pipeline May Stay Shut for Days, Raising Concerns About Fuel Supply (New York Times)
  9. VIX Higher Than Actual Volatility Is Good News for Stock Bulls (Bloomberg)
  10. Alibaba’s Ant Group will let more users test China’s digital yuan (CNBC)
  11. This is the ‘greatest threat’ to Big Tech’s S&P 500 dominance, Goldman says (MarketWatch)
  12. BioNTech shares soar 8% in premarket as COVID-19 vaccines help revenues smash estimates (MarketWatch)
  13. Retail Participation In Stock Trading Has Collapsed (ZeroHedge)
  14. COLONIAL PIPELINE POP. The Energy Report 05/10/2021 (Phil Flynn)
  15. Will inflation thwart the US economic recovery? (Financial Times)

Be in the know. 10 key reads for Sunday…

  1. Here Is Every Michelin-Starred New York Restaurant for 2021 (Robb Report)
  2. Guy Fieri Talks Chevys and Cheeseburgers With R&T Crew (roadandtrack)
  3. Jeff Bezos Is Building a Superyacht So Big It Needs a ‘Support Yacht’ With a Helipad (Maxim)
  4. 2021 Ferrari Roma: First Drive Review (Maxim)
  5. Inside L.A.’s Lowrider Car Clubs (smithsonian)
  6. Reposition in May – Seasonality Works (Almanac Trader)
  7. Elon Musk a bigger autograph draw on ‘SNL’ than BTS or Justin Bieber (New York Post)
  8. First Look at the New Summer-Ready One & Only Portonovi Resort in Montenegro (Robb Report)
  9. Efficiency is the Enemy (Farnam Street)
  10. Lewis Hamilton Now Has 100 Formula 1 Poles (roadandtrack)

Be in the know. 33 key reads for Saturday…

  1. 6 Stocks That Let You Sleep at Night (Morningstar)
  2. A History of Commodity Booms & Busts (investoramnesia)
  3. Tussle Over Covid Vaccine Patents Looks Overblown (Barron’s)
  4. Swap Into Nokia Shares From Ericsson. The Momentum May Be Changing. (Barron’s)
  5.  ‘Wrath of Man’ Heist Film Is Set to Top Weekend Box Office (Bloomberg)
  6. Imagining the Next 100 Years in Business, Science, and Investing (Barron’s)
  7. U.S.’s Biggest Gasoline Pipeline Halted After Cyber-Attack (Bloomberg)
  8. Consumers getting socked with higher prices — and it could last months or years (New York Post)
  9. On Barron’s 100th Anniversary, We Look Ahead as Well as Behind (Barron’s)
  10. The stock market will face a ‘day of reckoning’ this year when an inevitable inflation spike forces the Fed’s hand, says Wharton professor Jeremy Siegel (Business Insider)
  11. How the Green Economy Will Be a Gold Mine for Copper (Barron’s)
  12. Graham & Doddsville Newsletter Spring 2021 (Columbia University)
  13. 6 Agricultural Stocks Poised to Ride Food Prices Higher (Barron’s)
  14. Movie-Theater Stocks Leap Despite Quarterly Losses (Barron’s)
  15. Clarence W. Barron, Father of Financial Journalism, Was Full of Contradictions (Barron’s)
  16. Time to Get Dressed for the Reopening. These Stocks Will Benefit. (Barron’s)
  17. How Barron’s Writer Abe Briloff Exposed Companies’ Shady Accounting (Barron’s)
  18. Unemployment Benefits Become Target Amid Hiring Difficulty (Wall Street Journal)
  19. U.S. Covid-19 Metrics Signal Hopeful Turn (Wall Street Journal)
  20. The Next Decade in European Value (verdadcap)
  21. Pfizer Lifts Covid-19 Vaccine Production Targets for 2021, 2022 (Wall Street Journal)
  22. 2021 Virtual Value Investing Conference | Keynote Speaker: Howard Marks (YouTube)
  23. What We Learned From 100 Years of the Trader Column (Barron’s)
  24. April’s Weak Jobs Report Says We’re Overstimulated (Barron’s)
  25. Some of Barron’s Biggest Hits—and Misses—Over the Past Century (Barron’s)
  26. ‘I love this setup’ — star stock-picker Cathie Wood keeps cool over ARK Innovation ETF’s dismal May start (MarketWatch)
  27. Billionaire Leon Cooperman Says Bond Market Is in a Bubble (Bloomberg)
  28. Chinese Consumers Are Opening Their Wallets Again (Wall Street Journal)
  29. For Better Burgers, Try a Backyard Flat-Top Griddle (Wall Street Journal)
  30. EU’s Michel says US vaccine patent waiver will not solve supply problem (Financial Times)
  31. End the $300 federal unemployment bonus, business group says (USA Today)
  32. Energy production in the United States fell by more than 5% in 2020 (EIA)
  33. Peter Lynch’s advice to Bill Miller (alphaideas)