Be in the know. 20 key reads for Sunday…

  1. The Glass Is More Than Half Full (yardeni)
  2. Early Covid Treatments Could Be a ‘Bridge’ to Vaccine (Bloomberg)
  3. Exclusive: U.S. shale producer Devon in talks to acquire peer WPX (Reuters)
  4. China’s industrial profits grow for fourth straight month (Reuters)
  5. S&P 500 October Gains Frequently Precede Presidential Incumbent Party Victories (Almanac Trader)
  6. Say Hello To The One-Of-One Ferrari Omologata (Forbes)
  7. The Pandemic Plutocrats: How Covid Is Creating New Fintech Billionaires (Forbes)
  8. Trump nominates Judge Amy Coney Barrett to Supreme Court (Fox Business)
  9. Pedro Earp on the Business of Beer (Podcast) (Bloomberg)
  10. Altria Group (MO) Stock Is Remarkably Cheap; Buying Opportunity For Income Investors (InsiderMonkey)
  11. ECRI Weekly Leading Index Update (Advisor Perspectives)
  12. First Drive: Why Aston Martin’s New Vantage Roadster May Be Its Most Fun Model Yet (Robb Report)
  13. Conor McGregor Says He Will Fight Manny Pacquiao in 2021 (Maxim)
  14. What’s Going On With Brexit? (CFR)
  15. The Invention Of Paper Money (NPR Planet Money)
  16. The Most Popular Halloween Candy in Each State (Mental Floss)
  17. Natural Gas Will Rule The US Energy Market For Decades (OilPrice)
  18. The Economy’s OK Without More Federal Aid, Says Fed’s James Bullard (CIO)
  19. Boeing Is Now a Conviction Buy, Says Goldman Sachs (CIO)
  20. How I Built Resilience: John Zimmer of Lyft (podcast)

Be in the know. 25 key reads for Saturday…

  1. Is another Executive Order coming?  Presidential Spending Discretion and Congressional Controls (Duke Law)
  2. Dan Loeb: Q2 2020 – Invest In ‘Compounders’, But Only At An Attractive Entry Point (Acquirers Multiple)
  3. This Cloud Company Might Not Be as Flashy as Zoom. But Its Stock Could Have Plenty of Upside. (Barron’s)
  4. Fed Shot Its Own ‘Elephant Gun’ Before Buffett Got the Chance (Bloomberg)
  5. There Is No Size Effect: Daily Edition (AQR)
  6. Negativity Is Not an Investment Strategy (awealthofcommonsense)
  7. “more than half the racial gap in individual stock ownership has disappeared essentially overnight.” (thereformedbroker)
  8. The Spiral of Silence (Farnam Street)
  9. What Makes Great Companies Great (Novel Investor)
  10. Value, Margin Of Safety, & The Art Of Doing Nothing (Advisor Perspectives)
  11. Deal Synergies Should Lift This Southern Bank (Barron’s)
  12. Investors Can Trade All Kinds of Commodities–Including Water (Barron’s)
  13. 10 Stocks to Buy as the Health-Care Revolution Races Ahead, According to Experts (Barron’s)
  14. Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows (Barron’s)
  15. Trump Plans to Nominate Amy Coney Barrett to Fill Supreme Court Vacancy (Wall Street Journal)
  16. Novavax stock soars after start of late-stage COVID-19 vaccine trial (New York Post)
  17. Covid Doctors Find a Turning Point in Life-Threatening Cases (Bloomberg)
  18. Wall Street economists are getting fed up with the government’s inability to agree upon more stimulus (Business Insider)
  19. US can stage ‘full recovery’ by end of 2020 with blockbuster 4th quarter, St. Louis Fed president says (Business Insider)
  20. Wall Street’s biggest 5 stocks by value are on track for their worst month ever (MarketWatch)
  21. U.S. Durable-Goods Orders Rise for Fourth Straight Month (Wall Street Journal)
  22. Contrarian Money Manager Didn’t Always Bet Against Crowd (Wall Street Journal)
  23. The Business and Pleasure of Dining Out (Wall Street Journal)
  24. Bosch pushes into Covid-19 market with rapid test (Financial Times)
  25. Anthony Hopkins: ‘Act as if it is impossible to fail’ (Financial Times)

Be in the know. 15 key reads for Friday…

  1. Patience on Wells Fargo Stock Will Pay Off, Analyst Says (Barron’s)
  2. America’s Pensions Have Been Shunning Stocks at Their Own Peril (Wall Street Journal)
  3. Why Bank Stocks Offer Value for Long-Term Investors (Barron’s)
  4. All the Covid-19 Vaccine Candidates That Are Now in Final Trials (Barron’s)
  5. Wall Street Slowly Getting on Board With Boeing (Barron’s)
  6. Initial Jobless Claims Edge Up, but Continuing Claims Appear to Be Easing (Barron’s)
  7. Pace of New Home Sales Tops 1 Million for First Time in 14 Years (Barron’s)
  8. Trump to sign executive orders to protect preexisting conditions, seek end to surprise medical bills (CNBC)
  9. Goldman Sachs says jet fuel demand will accelerate in 2021, driven by availability of a COVID-19 vaccine by the second-quarter (Business Insider)
  10. Roadside Hotels Are Resting Relatively Easy During the Pandemic (Wall Street Journal)
  11. United Wholesale Mortgage CEO Talks IPO Plans, Lending Technology And Brokers (Benzinga)
  12. Casino Analyst: Latest Chinese Economic Data Bullish For Macau (Benzinga)
  13. Ant Group IPO: Five things to know about the Alibaba affiliate aiming for the largest offering in history (MarketWatch)
  14. Investors pull $25.8 billion from U.S. equity funds: BofA (Reuters)
  15. U.S. Stocks See Third-Biggest Outflow Ever (Bloomberg)