Be in the know. 20 key reads for Monday…

  1. U.S. banks are ‘swimming in money’ as deposits increase by $2 trillion amid the coronavirus (CNBC)
  2. China Investor Buys Record-Cheap Bank Stocks Nobody Else Wants (Bloomberg)
  3. ‘Fed story’ will win out over second virus wave and election fears, says UBS, so it’s time for investors to get off the sidelines (MarketWatch)
  4. BlackRock says it’s warming up to Europe, which it says may outgrow the U.S. in second half of the year (MarketWatch)
  5. Your blood type may determine your odds of contracting the coronavirus, study finds (MarketWatch)
  6. Wearing masks is ‘all we have’ to try to reduce the spread of coronavirus, former FDA commissioner says (MarketWatch)
  7. Fed to Assess How Banks React to Possible Covid-19 Scenarios (Wall Street Journal)
  8. Restaurant Reservations, Driving Directions and Other Indicators Wall Street Is Watching (Wall Street Journal)
  9. Pandemic Travel Patterns Hint at Our Urban Future (Bloomberg)
  10. Here are five charts that track how the U.S. economy is recovering from coronavirus (CNBC)
  11. Can the Fed’s Main Street loan program save midsize companies during COVID-19 crisis? (USA Today)
  12. Flavortown, Ohio? Thousands want Columbus renamed for native celebrity chef Guy Fieri (USA Today)
  13. Hedge Funds Exploit CLO Weakness Laid Bare by Corporate Distress (Bloomberg)
  14. The New Weapon in the Covid-19 War (Bloomberg)
  15. Google billionaire Sergey Brin has a secret charity that sends ex-military staff into disaster zones on a superyacht (Business Insider)
  16. UBS Upgrades Wal-Mart (WMT) to Buy; Entering Era of Amplified Earnings Growth (Street Insider)
  17. Foreign investors to be biggest buyers of US stocks: Goldman Sachs (FoxBusiness)
  18. How zero-fee trading helped Citadel cash in on retail trading boom (Financial Times)
  19. Live Nation announces drive-in concert series in 3 cities (Fox Business)
  20. Baltic index edges up on higher panamax, supramax rates (Reuters)

Be in the know. 10 key reads for Sunday…

  1. This drug may be the secret behind Portugal’s low Covid-19 death rate (CNN)
  2. Oil’s road back to $40 signals economic and job snap back: Phil Flynn (Fox Business)
  3. The inside story of Netflix, the tiny tech company that took over Hollywood (ReCode)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. Here’s the Two-Door 2021 Ford Bronco Testing Out in the Desert (TheDrive)
  6. For Sale: Number-Matching 1969 Dodge Charger Checks All the Right Boxes (TheDrive)
  7. Daymond John: Swimming With Sharks (NPR Planet Money)
  8. The Prophecies of Q (The Atlantic)
  9. Common Steroid Could Be Cheap and Effective COVID-19 Treatment (Scientific American)
  10. Chamath Palihapitiya On The Future Of Big Tech (Podcast) (Bloomberg)
  11. Powell’s Potent Put Powering Stock Market Meltup (Yardeni)
  12. How the B-29 Modernized the U.S. Air Force (Popular Mechanics)

Be in the know. 20 key reads for Saturday…

  1. JD.com’s Successful Ecommerce Sale Bodes Well for China (Barron’s)
  2. How to Play Biotech’s Next Big Runup (Barron’s)
  3. SPAC in the Middle of a Boom for New Stocks (Barron’s)
  4. Fuel Prices Will Rebound in Different Stages (Barron’s)
  5. Goldman Sachs Stock Is Poised to Shine Again (Barron’s)
  6. Picasso’s ‘Head of a Sleeping Woman’ Available for the First Time in Decades (Barron’s)
  7. Oil Prices Rise Above $40 on Demand Hopes (Wall Street Journal)
  8. May’s U.S. Jobs Rebound Was Widespread (Wall Street Journal)
  9. Covid-19 and the case against caution (Financial Times)
  10. John Paul DeJoria — From Homelessness to Building Paul Mitchell and Patrón Tequila (#441) (Tim Ferriss)
  11. The Anatomy of a Rally – Oaktree Capital (Howard Marks)
  12. Small Value Stocks: Peril and Opportunity (Morningstar)
  13. Seth Klarman on Relative Value and Relative Performance (gurufocus)
  14. Walter Schloss: His rules that beat the market (Monevator)
  15. Ben Graham: The Other Advantage of Diversification (Novel Investor)
  16. Small-Cap Valuations: Historic Opportunity or Overvalued? (WisdomTree)
  17. Jeremy Siegel on the Stock Market and Covid-19 (Podcast) (Bloomberg)
  18. SBA Opens Up New Grants And Loans For Small Businesses And Independent Contractors: The EIDL Program (Forbes)
  19. This Is Not Your Grandma’s Fried Chicken—It’s Better (The Daily Beast)
  20. These Michelada Ribs Are The Perfect Summer BBQ Recipe (Maxim)