Be in the know. 22 key reads for Wednesday…

  1. The Cereal Industry Had a Very Weird Year (Bloomberg)
  2. To Make More Covid-19 Vaccines, Rival Drugmakers Team Up (Wall Street Journal)
  3. Why the Fed Needs to Prove Its New Tolerance for Inflation (Barron’s)
  4. Stocks Rise as Fed Chair Says Light at the End of the Tunnel Remains Distant (New York Times)
  5. ‘Reflation Trade’ Looks Promising. These Assets Look Too Hot. (Barron’s)
  6. Box Shares Rally on Report Starboard May Seek Three Additional Board Seats (Barron’s)
  7. Wells Fargo Is Streamlining More of Its Operations. What It Means for the Stock. (Barron’s)
  8. Structured Notes Saw Record Demand in a Volatile 2020. Investors Should Mind the Fine Print. (Barron’s)
  9. Credit Suisse Raised its S&P 500 Price Target. Thank Earnings Momentum. (Barron’s)
  10. Powell Focuses on Economic Need at Key Moment in Markets and Politics (NYT)
  11. Why it may be time to buy airline stocks (Yahoo! Finance)
  12. 5 Analyst Favorite Stocks at Raymond James Are Perfect Reopening Theme Buys (24/7 Wall Street)
  13. P&G CEO expects higher demand for cleaning products to outlast pandemic (CNBC)
  14. Roblox is going public: 5 things to know about the tween-centric gaming platform (MarketWatch)
  15. If you think it’s time to shift to value stocks, here are Wall Street’s favorites (MarketWatch)
  16. Here are 3 reasons why the stock market can survive rising bond yields in 2021 (MarketWatch)
  17. CVS says it will reach millions of new customers as it administers COVID vaccine (MarketWatch)
  18. J&J Single-Shot Covid Vaccine Found Effective Before FDA Review (Bloomberg)
  19. Delta CEO Predicts Business Travel Comeback With Two Key Metrics (Bloomberg)
  20. Exelon to Separate Power-Generation Business Via Spinoff (Bloomberg)
  21. For the Posh, Bentley’s New Flying Spur Is Practically Pious (Bloomberg)
  22. Iran Limits Access to Nuclear Sites but Open to Talks With U.S. (Wall Street Journal)

 

Be in the know. 30 key reads for Tuesday…

  1. Powell says inflation is still ‘soft’ and the Fed is committed to current policy stance (CNBC)
  2. 6 Inexpensive Stocks for Market Contrarians (Barron’s)
  3. World’s Largest Hedge Fund Manager Warns Emerging Tech Stocks In “Extreme Bubble” (ZeroHedge)
  4. Tesla Stock Is in a Bear Market. It’s Taking Other EV Stocks With It. (Barron’s)
  5. Consumer Demand Snaps Back. Factories Can’t Keep Up. (Wall Street Journal)
  6. Tech Stocks Outside U.S. Also Hammered as Interest Rates Rise (Barron’s)
  7. Roblox Sets Date to Go Public Through a Direct Listing (Barron’s)
  8. Carl Icahn Charges Up FirstEnergy Stock (Barron’s)
  9. The Reflation Trade Is Well Underway. How Long Can Investors Keep Smiling? (Barron’s)
  10. U.S. Consumers Have Spending Power. Here Are 11 Retail Stocks to Play the Economic Recovery. (Barron’s)
  11. How Much Do Central Banks Fear the Bond Toddler? (Bloomberg)
  12. Analysis: How rich is Saudi Arabia? Kingdom does the math in balance sheet overhaul (Reuters)
  13. Fed’s Powell heads to Congress with economy at a crossroads (Reuters)
  14. Wells Fargo Sheds Its Asset Manager as Scharf Reshapes Bank (Bloomberg)
  15. House committee clears $1.9T COVID relief package (FoxBusiness)
  16. The Energy Report 02/23/2021 (Phil Flynn)
  17. When is stimulus too much for markets? (Financial Times)
  18. Re-opening trades keep ripping: Morning Brief (Yahoo! Finance)
  19. US Home Prices Accelerate At Fastest Pace Since 2014 (ZeroHedge)
  20. BofA hikes 2021 Brent price view by $10/bbl on strong oil balances (Reuters)
  21. AMC Stock Jumps as New York City Says Cinemas Can Reopen (Barron’s)
  22. Historic Gains in Small Stocks Highlight Investor Exuberance (Wall Street Journal)
  23. More Than 209 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg)
  24. Astra Antibody Trials Show Promising Signs Against Variants (Bloomberg)
  25. Oil and Gas Industry ‘Demonized,’ Novatek Says: IP Week Update (Bloomberg)
  26. Indian billionaire says the country’s regulators need to ‘step in and ban bitcoin’ (CNBC)
  27. Churchill Capital Corp IV plunges 35% after Lucid Motors strikes SPAC deal to go public with a $24 billion valuation (Business Insider)
  28. A tangled market web of Tesla-bitcoin-ARK Investment could spell trouble for investors, warns strategist (MarketWatch)
  29. F.C.C. Broadband Plan Includes $50 Monthly Subsidy for Millions (New York Times)
  30. Australia, Facebook agree to lift news ban (USA Today)

Be in the know. 15 key reads for Monday…

  1. Gas Surges Above $3 In These States as Oil Prices Jump (24/7 Wall Street)
  2. If Inflation Is Coming, These Stocks Will Benefit the Most (Barron’s)
  3. Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s)
  4. Four Things to Know About the Housing Market in 2021 (Barron’s)
  5. Blue-Collar Jobs Boom as Covid-19 Boosts Housing, E-Commerce Demand (Wall Street Journal)
  6. Bond Selloff Prompts Stock Investors to Confront Rising Rates (Wall Street Journal)
  7. Why an Animated Flying Cat With a Pop-Tart Body Sold for Almost $600,000 (New York Times)
  8. Canada To Follow Australia’s Lead In Charging Facebook For Links (ZeroHedge)
  9. The 20th Annual Rich List, the Definitive Ranking of What Hedge Fund Managers Earned in 2020 (Iinstitutional Investor)
  10. Biden’s $1.9 Trillion Stimulus Plan Enters Three-Week Congress Dash (Bloomberg)
  11. Strategists Pick Commodities as a Favorite Way to Play Reflation (Bloomberg)
  12. Wall Street Is Inflation-Proofing Its Debt-Market Portfolios (Bloomberg)
  13. Exxon Pushed for Net-Zero Goal by Activist Shareholder (Bloomberg)
  14. Bubble Warnings Go Unheeded as Everyone Is a Buyer in Stocks (Yahoo! Finance)
  15. The Four Basic Truths of Macroeconomics (Bloomberg)
  16. This strategist lists 7 reasons that stocks are a buy even as bond yields climb (MarketWatch)
  17. General Electric (GE) PT Raised to $15 After Goldman Sachs Hosts Virtual NDR (StreetInsider)

Be in the know. 12 key reads for Sunday…

  1. Smartphone sales have dropped two calendar years straight for the first time, according to Gartner. (CNBC)
  2. Inflation Angst Is About to Rewrite the Stock Market Playbook (Bloomberg)
  3. The Transcript 02.15.2020 (theweeklytranscript)
  4. ‘Trillions’ Are the New Billions: How the Federal Budget Grew Detached from Reality (manhattan-institute)
  5. Facebook pulled the trigger on Australian news — and shot itself in the foot (thenextweb)
  6. How Mathematician Katherine Johnson Helped Make Human Space Flight Possible (Robb Report)
  7. Is A/D Line Signally Late-February Weakness? (Almanac Trader)
  8. Bugatti Reveals $8.8 Million, 1,600-HP Centodieci Hypercar (Maxim)
  9. form follows aerodynamics with the all-new mclaren artura hybrid supercar (designboom)
  10. Bitcoin and ethereum prices ‘seem high,’ says Musk (Reuters)
  11. From Tokyo to Texas, Forbes Travel Guide’s New Five-Star Hotels For 2021 (Forbes)
  12. David Lynch’s Industrious Pandemic (The New Yorker)