Be in the know. 20 key reads for Wednesday…

  1. A Tiff A Tariff. The Energy Report (Phil Flynn)
  2. The Tiny Bank That Got Pandemic Aid to 100,000 Small Businesses New York Times)
  3. ‘Welcome to the age of copper’: Why the coronavirus pandemic could spark a red metal rally (CNBC)
  4. Low Expectations for Tomorrow: Bank Dividends in Peril With Crisis Veterans Warning of Trouble (Bloomberg)
  5. Mnuchin Says U.S. May Emerge From Recession by End of Year (Bloomberg)
  6. Sweden’s Covid Expert Says ‘World Went Mad’ With Lockdowns (Bloomberg)
  7. The US could slam tariffs on $3.1 billion of European goods, with products like olives, beer, gin, and planes on the list. (Business Insider)
  8. Hospitals must disclose actual prices for tests and procedures, court rules (MarketWatch)
  9. Dell Explores Spinoff of $50 Billion Stake in VMware (Wall Street Journal)
  10. Global Economy Shows Signs of Pulling Out of Its Slump (Wall Street Journal)
  11. Treasury Dept. May Consider Extending Tax Filing Deadline a Second Time (Wall Street Journal)
  12. The Coronavirus Savings Glut (Wall Street Journal)
  13. Housing Market’s Green Shoots (Wall Street Journal)
  14. Property Owner Simon Sees Buying Tenants as a Way to Boost Malls (Wall Street Journal)
  15. Walt Disney (DIS) PT Raised to $135 at Morgan Stanley as the Firm Envisions ESPN DTC Product (Street Insider)
  16. China has picked up its ‘game’ on trade with U.S., Trump adviser says (Reuters)
  17. The housing market rebound continues (Yahoo! Finance)
  18. Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth Klarman, (Capital Allocators)
  19. Record number of US companies seek relief on loan terms (Financial Times)
  20. Barron’s on MarketWatch: Japan discovers the problem with yield-curve control — that it works too well (MarketWatch)

Be in the know. 20 key reads for Tuesday…

  1. 5 Oil & Gas Stocks That Have Shown They Can Grow Safely (Barron’s)
  2. The U.S. Economy Is About Halfway Back to Normal, a Weekly Virus-Recovery Indicator Says (Barron’s)
  3. Trump supports second ‘very generous’ coronavirus stimulus package (New York Post)
  4. Trump says ‘China trade deal is fully intact’ (Street Insider)
  5. Gilead Sciences (GILD) will acquire 49.9% equity interest in Pionyr Immunotherapeutic for $275 million (Street Insider)
  6. Gilead to Begin Human Testing of Inhaled Version of Covid-19 Drug Remdesivir (Wall Street Journal)
  7. A Weaker Dollar Is Just What the World Needs (Bloomberg)
  8. Hotel stocks: Bull and bear cases for buying into the travel rebound (CNBC)
  9. European Economic Data Is V-Shaped, but the Economy Isn’t Wall Street Journal)
  10. European stocks lifted by PMI numbers (Financial Times)
  11. Tesla Analyst Estimates ‘Staggering’ 650K Cybertruck Preorders (Benzinga)
  12. Photo from Pixabay.
  13. BofA Bullish On Allegiant, Southwest, Says Leisure Travel Recovering (Benzinga)
  14. BofA Upgrades Concho Resources, Cimarex Energy On Improving Oil Outlook (Benzinga)
  15. Schwarzman Sees ‘Big V’ Economic Rebound in Next Few Months (Yahoo! Finance)
  16. Kansas City Southern volumes are ‘improving’ off of early-May bottom; stock gains (MarketWatch)
  17. Europe’s economy bounced back sharply in June (Business Insider)
  18. As States Reopen, Workers, Executives Want Government to Make Masks Mandatory (Wall Street Journal)
  19. Rally in Raw Materials Signals Economic Rebound (Wall Street Journal)
  20. Coronavirus Cash Needs Prompt Companies to Rethink Investments (Wall Street Journal)