Be in the know. 15 key reads for Tuesday…

  1. The Money Gusher Says There’s No Stocks Bubble Yet (Bloomberg)
  2. Space Will Be a Software Business Too (Barron’s)
  3. Goldman Sachs says it’s the beginning of a structural bull market in commodities (MarketWatch)
  4. Value Investing Is Finding Favor in Emerging Markets. Here’s What To Own Now. (Barron’s)
  5. Wall Street Bullishness Is Becoming a Contrarian Sell Signal (Bloomberg)
  6. The Energy Report 03/02/2021 (Phil Flynn)
  7. Big Oil Faces Off Against Clean-Energy Giants (Wall Street Journal)
  8. Rocket’s Mortgage Engine Is Still Running Hot (Wall Street Journal)
  9. Fed policy changes could be coming in response to bond market turmoil, economists say (CNBC)
  10. Saudi Arabia and Russia are at loggerheads again, but OPEC meeting ‘unlikely to ruin the oil party’ (CNBC)
  11. Investor Dan Loeb says he’s been exploring cryptocurrencies to bridge the gap between traditional finance and new ‘controversial ideas’ (Business Insider)
  12. Warren Buffett May Yet Have His Revenge on Dave Portnoy (Bloomberg)
  13. More Space Stocks Are Coming. Investors Are Pleased. (Barron’s)
  14. U.S. to Take Hard Line on Chinese Trade Practices, Administration Says (Wall Street Journal)
  15. United Airlines Buys 25 New Boeing 737 MAX Jets (Wall Street Journal)

Be in the know. 15 key reads for Monday…

  1. These Undervalued Stocks Are Set to Beat Pre-Covid Earnings (Barron’s)
  2. J&J’s Vaccine Is Authorized. Here’s What It Means for the Stock. (Barron’s)
  3. 12 Stocks and Funds to Play the Coming Green Boom for Utilities (Barron’s)
  4. U.K. Builders Are Surging. Morgan Stanley Says Government Program to Help Housing Market. (Barron’s)
  5. Iran Rejects Offer of Direct U.S. Nuclear Talks, Ratcheting Up Tension With West (Wall Street Journal)
  6. Biden offers support to Amazon workers attempting to unionize in Alabama (New York Post)
  7. Trump calls on states to address tech monopolies if congress fails to act (New York Post)
  8. 10-year Treasury yield holds below 1.50% as bond market selloff cools (MarketWatch)
  9. How Exxon Could Send Its Stock Even Higher (Barron’s)
  10. Oil prices resume rally ahead of this week’s OPEC+ decision on crude production (MarketWatch)
  11. South Korean exports rise for 4th straight month (MarketWatch)
  12. 5 Industrial Stocks Poised to Benefit From Rising Inflation (Barron’s)
  13. U.S. Enlists Allies to Counter China’s Technology Push (Wall Street Journal)
  14. How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last (Wall Street Journal)
  15. OPEC oil output falls in February on Saudi additional cut – survey (Reuters)
  16. Australian central bank boosts bond purchases after borrowing costs soar (Financial Times)

Be in the know. 30 key reads for Sunday…

  1. Warren Buffett Defends Berkshire Hathaway’s $25 Billion in Buybacks (Wall Street Journal)
  2. Great-Grandma Who’s a Dodge Superfan Still Drag Races for Fun (thedrive)
  3. House passes $1.9tn Covid stimulus package (Financial Times)
  4. Maserati’s New 630 HP MC20 Is the Marque’s First Supercar in Nearly Two Decades (Robb Report)
  5. Cold weather results in near-record withdrawals from underground natural gas storage (EIA)
  6. Pfizer Vaccine Curbs COVID Transmissions in Israel by Nearly 90% (Futurism)
  7. Texas natural gas production fell by almost half during recent cold snap (EIA)
  8. Free of IPO Constraints, SPACs Can Make ‘Absurd’ Financial Projections — And This Hedge Fund Manager Says The Fallout Is Coming (InstitutionalInvestor)
  9. Technology & The Financial Printing Press (OSAM)
  10. ‘Excessive stimulus’ puts value stocks on track to outperform growth over next 4 years, says Stifel’s Bannister (MarketWatch)
  11. Howard Marks: ETNow (Oaktree Capital)
  12. Our Ultimate Stock-Pickers’ Top 10 High-Conviction Purchases (Morningstar)
  13. Cruise operators see brighter horizon as vaccines spur bookings (Financial Times)
  14. Treasury yields fall after savage bond sell-off abates (Financial Times)
  15. Buffett warns of ‘bleak future’ for debt investors (Financial Times)
  16. The art insider’s guide to Italy (Financial Times)
  17. US removes stumbling block to global deal on digital tax (Financial Times)
  18. Charlie Munger, Vice Chairman of Berkshire Hathaway, speaks at the Daily Journal Annual Meeting (Yahoo! Finance)
  19. Historically High Froth in Speculative Stocks (quantifiableedges)
  20. Opinion: Most investors don’t like accelerating inflation — but this one group does (MarketWatch)
  21. Recent Typical March Trading: Strength Early & After Mid-Month (Almanac Trader)
  22. Americans of All Stripes Are Flush With Cash (Wall Street Journal)
  23. During COVID, e-sports have been big business (Fortune)
  24. If you haven’t followed NFTs, here’s why you should start (techcrunch)
  25. 2022 Land Rover Defender Gets Beastly 518-Horsepower V8 (mensjournal)
  26. To Prevent Blackouts from Happening Again, Texas Should Go Nuclear (manhattan-institute)
  27. Mexico’s Long War: Drugs, Crime, and the Cartels (CFR)
  28. The Florida Panthers Haven’t Made A Real Playoff Run In Decades. That Could Change This Year. (538)
  29. The Feynman Learning Technique (Farnam Street)
  30. What’s Behind the Boom in Agricultural Commodities (Podcast) (Bloomberg)