Be in the know. 25 key reads for Saturday…

  1. Oracle Is Turning Into a Cloud Giant. Why Its Stock Is a Buy. (Barron’s)
  2. Asset managers rush to shore up portfolios against inflation (Financial Times)
  3. Top 100 places to eat in the US in 2021, according to Yelp (USA Today)
  4. Some Covid-19 Vaccines Are Effective After One Dose, Can Be Stored in Normal Freezers, Data Show (Wall Street Journal)
  5. JPMorgan still thinks the S&P 500 can rally another 12% this year as US consumer spending explodes for these 7 reasons (Business Insider)
  6. ‘Green bubble’ warnings grow as money pours into renewable stocks (Financial Times)
  7. Why This Bull Market Shows No Sign of Ending Soon (Barron’s)
  8. Warren Buffett’s Letter to Shareholders Is Coming. What Investors Want to See. (Barron’s)
  9. BDCs Yield Around 9%, but Their Quality Varies. Here’s How to Judge Them. (Barron’s)
  10. What Gene Editing Can Do for Humankind (Wall Street Journal)
  11. U.S. stock-market investors are already betting on an infrastructure spending spree (MarketWatch)
  12. Yes, Rates Are Rising. But Equity Investors Don’t Seem to Care. (Barron’s)
  13. Tech Valuations Are Getting Scary. Here’s How We Know. (Barron’s)
  14. Bank Stocks Are Getting Hot. They Still Have Room to Run. (Barron’s)
  15. The Doves Are in Charge Again. What That Means for Interest Rates (Barron’s)
  16. The Argument for the Reborn Chesapeake Energy (Barron’s)
  17. Carl Icahn Charges Up FirstEnergy Stock (Barron’s)
  18. Biden Says He’s Open to Making His $1.9 Trillion Aid Plan ‘Cheaper’ (Barron’s)
  19. Texas Looks to Rebuild. Here Are 6 Stocks That Could Benefit. (Barron’s)
  20. ‘Big Short’ investor Michael Burry says ‘prepare for inflation’ – and warns bitcoin and gold might be at risk (Business Insider)
  21. How Carl Icahn could create value with this health company, which has many valuable businesses (CNBC)
  22. Katie Haun on the Dark Web, Gangs, Investigating Bitcoin, and The New Magic of “Nifties” (NFTs) (#499) (Tim Ferriss)
  23. Investors, Don’t Succumb To The Fear Of Missing Out (Forbes)
  24. What Gene Editing Can Do for Humankind (Wall Street Journal)
  25. Why Your Wild Trading Ideas Feel So Right (Wall Street Journal)

Be in the know. 20 key reads for Friday…

  1. Treasury Secretary Janet Yellen makes push for major stimulus, sees bigger risk in not doing enough (CNBC)
  2. We’ll Have Herd Immunity by April (Wall Street Journal)
  3. Why 5 Buy-Rated Energy Stocks May Have Much Higher Upside Potential (24/7 Wall Street)
  4. FirstEnergy says activist investor Carl Icahn looking to buy stake (Yahoo! Finance)
  5. Millennium emerges as top hedge fund investor in Spacs (Financial Times)
  6. Single Dose of Pfizer Vaccine Is 85% Effective, Study Shows (Barron’s)
  7. Novavax Unveils Potentially Huge Deal to Supply Vaccines (Barron’s)
  8. The Big Oil Stocks That Goldman Says Have up to 50% Upside Ahead of a Global Recovery (Barron’s)
  9. Hedge funds on the lookout: ‘they don’t want to get burned’, says analyst as GameStop-style short interest falls (MarketWatch)
  10. Fluor Is Engineering a Turnaround. Its Stock Could Soar 80%. (Barron’s)
  11. ‘I am not a cat’: GameStop hearing provides drama and humor (USA Today)
  12. Pfizer says vaccine can be stored in normal freezer temperatures: Latest COVID-19 updates (USA Today)
  13. Can Allbirds Live Up to Its $1 Billion Valuation? (Bloomberg)
  14. Billionaire Peterffy Says N.Y. Rich in Florida Are There to Stay (Bloomberg)
  15. Billionaire investor Bill Gross made $10 million betting against GameStop — after he was down $15 million at one point (Business Insider)
  16. Walgreens to start receiving 480,000 COVID-19 vaccine doses a week (MarketWatch)
  17. How Redditors Find the Next GameStop Stock (Wall Street Journal)
  18. Clubhouse and Twitter Spaces: The New Way to Play, Network and Escape Video Calls (Wall Street Journal)
  19. Leon Cooperman Calls for Reinstating the Uptick Rule (Bloomberg)
  20. Shipping Container Shortage Gives Commodity Prices Extra Boost (Wall Street Journal)