Be in the know. 20 key reads for Monday…

  1. Wall Street and Fed fly blind as coronavirus upends annual stress tests (Reuters)
  2. Chinese manufacturing output surged the most in 9 years in May, signaling a coronavirus recovery. (Business Insider)
  3. OPEC+ to Discuss Short Extension of Oil Output Cuts (Bloomberg)
  4. Russians claim to have an effective treatment for the coronavirus, which hospitals will start using this month (CNBC)
  5. Coronavirus May Be a Blood Vessel Disease, Which Explains Everything (Medium)
  6. Tesla CEO Elon Musk Makes History With SpaceX (Barron’s)
  7. Not All Cyclicals Are Created Equal. These 7 Are Resilient. (Barron’s)
  8. Dollar Slides as Investors Regain Confidence in Global Economy (Wall Street Journal)
  9. Tenants Largely Stay Current on Rent, for Now (New York Times)
  10. Record Ratings and Record Chaos on Cable News (New York Times)
  11. Wuhan’s Mass Testing May Have Eradicated the Coronavirus (Bloomberg)
  12. The Unusual Ambitions of Chamath Palihapitiya (Institutional Investor)
  13. Women-led hedge funds beat male rivals in coronavirus crisis (Financial Times)
  14. Nio CEO Says Tesla An Ally In Increasing Sales, Remains Bullish On Chinese EV Market Growth (Benzinga)
  15. Yale Epidemiologist: Hydroxychloroquine Should Be ‘Widely Available And Promoted Immediately’ As Standard Treatment (ZeroHedge)
  16. Barron’s Picks And Pans: Cheniere Energy, Delta Air Lines, Extended Stay And More (Benzinga)
  17. Goldman Sachs bets against the dollar as economies reopen (CNBC)
  18. 7 Cyclical Stocks That Can Ride Out the Coronavirus Slump (Barron’s)
  19. Europeans Want to Travel Again. What That Means for Booking Stock. (Barron’s)
  20. Remote Work Could Spark Housing Boom in Suburbs, Smaller Cities (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. SpaceX Speeding Astronauts to Space Station in Landmark Trip (Bloomberg)
  2. An Encouraging EIA Report (Futures Mag)
  3. Howard Marks: Get Used to Uncertainty (Institutional Investor)
  4. Powell says Fed ‘strongly committed’ to helping US economy (Financial Times)
  5. Under Pressure (The Reformed Broker)
  6. Latest memo from Howard Marks: Uncertainty II (OakTree)
  7. Lockdowns vs. the Vulnerable (Wall Street Journal)
  8. When Safety Proves Dangerous (Farnam Street)
  9. Top Value Managers Share Stock Ideas (Validea)
  10. Typical June Trading: Early Gains Tend to Fade After Mid-Month (Almanac Trader)
  11. Gordon Murray Says the Hotly Anticipated T.50 Will Be the Lightest Supercar Ever Made (Robb Report)
  12. ECRI Weekly Leading Index Update (Advisor Perspectives)
  13. 2021 Dodge Challenger ACR Is Being Benchmarked Against the Viper: Report (The Drive)
  14. The Beige Book And The Pig Farmer (NPR Planet Money)
  15. “We are about to see the best economic data we’ve seen in the history of this country,” says a top former economic adviser to Obama. (POLITICO)
  16. How sugar can temporarily sabotage your immune system (CNET)
  17. Ryan Gosling’s ‘Wolfman’ Gears Up at Universal as Director Decision Nears (EXCLUSIVE) (Variety)
  18. A Giant Pension Bought Citigroup and CVS Stock. Here’s What It’s Selling. (Barron’s)
  19. Watch Musk, Leno Test Drive the Tesla Cybertruck (Popular Mechanics)
  20. Netflix comedy ‘Space Force’ shows real military branch’s struggle to be taken seriously (NBC News)

Be in the know. 25 key reads for Saturday…

  1. How Fed Could Goose Economy via Yield-Curve Control (Bloomberg)
  2. JPMorgan provides 5 charts that suggest the stock market still has ‘plenty of room’ to rise from current levels (Business Insider)
  3. Ride the Travel Rebound With 7 Less Risky Stocks (Barron’s)
  4. Saudis transfer $40bn to back wealth fund’s spending spree (Financial Times)
  5. Disney World gets green light to reopen July 11 (CNBC)
  6. ‘Return-to-work’ bonuses of $450 a week, second stimulus checks: What’s being discussed in DC (CNBC)
  7. Trump’s China Response Leaves Room to De-Escalate Tensions (Bloomberg)
  8. The Really Big Stock Bull Case Says Fed Stimulus Doesn’t Go Away (Bloomberg)
  9. Texas Is Showing the World How to Reopen Cautiously (Bloomberg)
  10. Defense Stocks Lockheed, Northrop, L3Harris Just Below Buy Points In Coronavirus Market Rally (Investor’s Business Daily)
  11. How to Assess U.S. Threat to Delist Chinese Stocks (Barron’s)
  12. The Market’s Rally Could Linger for a Few Weeks. That Doesn’t Mean We’re in the Clear. (Barron’s)
  13. Casinos and Theme Parks Are Reopening This Summer. It Could Be Good News for Airlines. (Barron’s)
  14. 3 Airline Stocks That Can Benefit From a Pickup in Domestic Travel (Barron’s)
  15. Americans Are Getting Back on the Road. 3 Stocks to Buy. (Barron’s)
  16. Why the Stock Market Shrugged Off Escalating U.S.-China Tension This Week (Barron’s)
  17. U.S. oil futures up 88% in May, biggest monthly rise on record (MarketWatch)
  18. Plan to Save World’s Crops Lives in Norwegian Bunker (Wall Street Journal)
  19. William Lyon Built Homes in California and Survived Busts (Wall Street Journal)
  20. The Best James Bond Book for Summer—Especially This Summer (Wall Street Journal)
  21. Remote Work Could Spark Housing Boom in Suburbs, Smaller Cities (Wall Street Journal)
  22. Why is the U.S. stock market ignoring a brewing crisis in Hong Kong? (MarketWatch)
  23. Uneven Stock Recovery Divides Real-Estate Industry (Wall Street Journal)
  24. Elon Musk: “We Want to Be a Leader in Apocalypse Technology” (Futurism)
  25. Secretary Madeleine Albright — Optimism, the Future of the US, and 450-Pound Leg Presses (#437) (Tim Ferriss)

Be in the know. 12 key reads for Friday…

  1. Here’s what the Fed will do next, according to a Goldman Sachs economist (MarketWatch)
  2. BAE Systems Stock Should Be on Investors’ Radar. Here’s Why. (Barron’s)
  3. The Market May Have Gotten Ahead of Itself. But Cyclicals Still Look Cheap. (Barron’s)
  4. Sales Challenges Prove that Luxury Carmakers Aren’t Covid-Immune (Barron’s)
  5. Tesla’s Elon Musk just scored this massive payday (Fox Business)
  6. The Dirty Secret of Asset Management: It’s Doing…Okay? (Institutional Investor)
  7. How investors learnt to love the rally in stocks (Financial Times)
  8. Alan Jackson is the latest country star to play outdoor drive-in concerts (USA Today)
  9. Scientists Question Study Linking Malaria Drugs to Covid Risks (Bloomberg)
  10. Americans Have Stopped Thinking the Economy Is Getting Worse (Bloomberg)
  11. Sweden’s Economy Grew Last Quarter, Adding to Covid-19 Debate (Bloomberg)
  12. Mnuchin’s $29 Billion Loan Fund Untapped as Airlines Eye Rebound (Bloomberg)