Be in the know. 17 key reads for Wednesday…

  1. Trial Site Operation in San Antonio Reports Positive Momentum for Regeneron Monoclonal Antibody REGN-COV-2 (TrialSiteNews)
  2. J&J’s COVID vaccine enters Phase 3 trial; first to test single-shot regimen (Fox Business)
  3. Powell and Mnuchin Tell Congress: Send More Fiscal Stimulus to Stabilize Recovery (Barron’s)
  4. House Passes Spending Bill to Fund Government Through Dec. 11 (Barron’s)
  5. Podcast: U.S. Crude Oil Exports Rebound to 3 Million Barrels a Day (Barron’s)
  6. As Home Sales Reach Highest Level Since 2006, Luxury Sales Boom (Barron’s)
  7. United Wholesale Mortgage to Go Public Via Merger With Gores SPAC (Wall Street Journal)
  8. The tech-heavy Nasdaq could plunge another 12% from current levels as a key support level is tested, says Morgan Stanley’s investment chief (Business Insider)
  9. Tesla’s stock skids 6% as promised ‘Battery Day’ innovations don’t look like they will be here soon (MarketWatch)
  10. Fujifilm to Seek Approval for Covid Drug After Trial Results (Bloomberg)
  11. 2021 Porsche Panamera Turbo S can hit 196 mph with stunning, immediate power (USA Today)
  12. House Democrats push to renew efforts for second round of $1,200 stimulus checks (CNBC)
  13. Mortgage demand from homebuyers now up 25% from a year ago (CNBC)
  14. U.S. Home Sales Extended Powerful Rebound Into August (Wall Street Journal)
  15. New York City Council Introduces Bills to Aid Restaurants in Coronavirus Recovery (Wall Street Journal)
  16. How a Fortunate Few Airlines Profit in a Pandemic: Lots of Cargo (Wall Street Journal)
  17. Palantir Says 2020 Growth To Exceed 42%, As It Prepares To Go Public Next Week (Benzinga)

Be in the know. 12 key reads for Tuesday…

  1. Occidental to Pay Buffett Dividend in Cash, Signaling Confidence (Yahoo! Finance)
  2. General Motors, Prudential, and 8 Other Cheap Big-Cap Stocks Worth a Look (Barron’s)
  3. Pfizer’s Covid Vaccine Trial Plan May Beat Rivals to Early Look (Bloomberg)
  4. Bank Investors Disregard Revelations of Suspicious Activity (Wall Street Journal)
  5. Powell pledges the Fed’s economic aid ‘for as long as it takes’ (CNBC)
  6. Value investor Chris Davis likes ‘cheap’ bank stocks despite coronavirus challenges (CNBC)
  7. Ex-Goldman economist Jim O’Neill says China’s economy ‘well on the way’ to recover from coronavirus (CNBC)
  8. Buy Western Digital Stock, Analyst Says. Kioxia’s IPO Will Show Its True Valuation. (Barron’s)
  9. Fracking Has Been Left for Dead. One Company Is Still Betting Big On It. (Barron’s)
  10. Activist Trian Fund Management Takes Stake in Comcast (Wall Street Journal)
  11. The stock market is ‘dangerous’ now – but 4 reasons should drive investors to take advantage of a huge buying opportunity, Fundstrat’s Tom Lee says. (Business Insider)
  12. Balance and Speed Drills From an NHL Strength Guru (Wall Street Journal)

Be in the know. 17 key reads for Monday…

  1. Wells Fargo CFO J. Shrewsberry said that in commercial lending “we’ve actually seen some better realised outcomes than we imagined.” (E. Hagemann, “If there are reserve releases, the earnings numbers these guys are going to put are going to be huge” (Financial Times)
  2. Don’t Count Banks Out Just Yet. For One Thing, They’re Cheap. (Barron’s)
  3. Royal Caribbean, Norwegian Outline Dozens of Health Precautions to Resume Cruises (Barron’s)
  4. Department Stores, This Is No Time for Grave Dancing (Wall Street Journal)
  5. Hedge funds see opportunity in battered New York, San Francisco apartment markets (Reuters)
  6. Western Digital (WDC) Named ‘Catalyst Call’ BUY at Deutsche Bank (Street Insider)
  7. Tattooed by Bill Gross (William H Gross)
  8. Boeing, Raytheon added to Goldman’s conviction buy list (MarketWatch)
  9. Buffett’s Alpha (AQR )
  10. India and Pakistan ramp up remdesivir production under Gilead deal (Financial Times)
  11. Prominent Japanese Academic Medical Center Launching Ivermectin Clinical Trial Targeting COVID-19 (TrialSiteNews)
  12. China’s pork reserves running out as prices soar, analysts say (Financial Times)
  13. Turmoil. The Energy Report 09/21/2020 (Phil Flynn)
  14. Jack Ma’s Ant Group raises its funding target to $35 billion, likely making it the largest IPO ever. (Business Insider)
  15. Toll Brothers stock gains after upbeat mid-quarter update (MarketWatch)
  16. Why Vaccines Are Essential to Herd Immunity (Wall Street Journal)
  17. Global Trade Returns Faster Than Expected (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Buying Stocks Trading Above 10x Sales–A Good Idea? (alpha architect)
  2. Doug DeMuro on the Business of Reviewing Cars (Podcast) (Bloomberg)
  3. TikTok says it already committed to government oversight of U.S. data security (Reuters)
  4. 7 Frank Lloyd Wright–Designed Homes Have Been Sold or Listed in 2020 (Architectural Digest)
  5. Future of luxury yachting: Top 25 cutting-edge boat brands (JamesEdition)
  6. Top 22 private islands in the world (JamesEdition)
  7. Trump signs off on TikTok deal with Oracle, Walmart (Fox Business)
  8. Why A $2.4 Billion Casino In Atlantic City Failed So Spectacularly (digg)
  9. First Drive: New Dodge Challenger R/T Scat Pack Widebody (Maxim)
  10. banksy’s rebellious adaptation of claude monet masterpiece up for auction at sotheby’s (designboom)
  11. How to watch the 2020 NHL Stanley Cup playoffs (CNET)
  12. Downturn Start-Ups: A Conversation With Guy Raz (NPR Planet Money)
  13. 40 Facts About Martin Scorsese’s Goodfellas for Its 30th Anniversary (Mental Floss)
  14. What Google Search Reveals About the Economic Recovery(Podcast) (Bloomberg)
  15. Banksy’s Anonymity May Cost Him The Right To His Every Creation (luxuo)
  16. The Air Force Secretly Designed, Built, and Flew a Brand-New Fighter Jet (Popular Mechanics)
  17. ‘The Last Dance’ Wins Emmy for Best Documentary Series (Hollywood Reporter)
  18. 2021 Oscars Predictions: All Awards Categories (Variety)
  19. Schlumberger Stock Is Slumping, and CEO Olivier Le Peuch Just Bought Up Shares (Barron’s)
  20. Goldman Sachs Made $100 Million Off Tesla Trades This Year (OilPrice)