Be in the know. 25 key reads for Saturday…

  1. Remdesivir Gets FDA Approval. What It Means for Gilead Stock and Vaccine Makers (Barron’s)
  2. How Coke Is Shaking Things Up — and Why Its Stock Is a Buy (Barron’s)
  3. Stocks will see a big surge in the 1st quarter of 2021 after stimulus passes, forecasts billionaire investor Paul Tudor Jones (Business Insider)
  4. “Tech Workers Are Never Going Back to the Office”: The Pandemic Housing-Market Explosion Could Upend Silicon Valley as We Know It (Vanity Fair)
  5. U.S. natural gas exports to Mexico have increased in the first nine months of 2020 (eia)
  6. Matthew McConaughey on His Success Playbooks, the Powerful Philosophy of Greenlights, and Choosing the Paths Less Traveled (#474) (Tim Ferriss)
  7. 3 Undervalued Travel Stocks We Like (Morningstar)
  8. Psychology, Behavior & Markets (Investor Amnesia)
  9. Rotation (theirrelevantinvestor)
  10. Reflections on 100 Baggers (woodlockhousefamilycapital)
  11. What Sharks Can Teach Us About Survivorship Bias (Farnam Street)
  12. Who Says Value’s Dead? (thefelderreport)
  13. Value: If Not Now, When? (pzena)
  14. Berkshire Announced $19 billion in Investments After Buffett Blasted for Not Buying (validea)
  15. Emerging Market Stocks Are Breaking Out. These Companies Can Rival U.S. Tech Giants (Barron’s)
  16. Epidemiologists Stray From the Covid Herd (Wall Street Journal)
  17. BofA Securities Stays Bullish on 4 Former Blue-Chip Stocks Trading Under $10 (24/7 Wall Street)
  18. Halloween Trading Strategy: S&P 500 Up 85% of the Time (Almanac Trader)
  19. The USA vs. Google (Financial Times)
  20. Smaller Hedge Funds Are Outpacing Their Larger Rivals (Forbes)
  21. Ray Dalio on the Decline of Real Interest Rates (Podcast) (Bloomberg)
  22. De Tomaso Is Moving to the US So It Can Build the New P72 Supercar Stateside (Robb Report)
  23. Rebecca Takes Place in the Ultimate English Estate (Architectural Digest)
  24. These Classic Alfa Romeo Concepts Could Sell for $20 Million (Maxim)
  25. First Drive: The New McLaren GT (Maxim)

Be in the know. 15 key reads for Friday…

  1. F.D.A. Approves Gilead’s Remdesivir as First Drug to Treat Covid-19 (New York Times)
  2. Wells Fargo Is Said to Discuss Sale of Its Asset-Management Arm (Bloomberg)
  3. Pelosi-Mnuchin Talks Drag, Likely Pushing Stimulus Past Election (Bloomberg)
  4. Intel Beat Earnings Expectations. Why Its Stock Is Tumbling. (Barron’s)
  5. Trump Seizes On Biden Oil Comment to Warn Swing State Voters (Bloomberg)
  6. China Economic Rebound Pushes Copper Prices to Multiyear High (Wall Street Journal)
  7. UK retail sales rise at record pace in 3rd quarter, as Brits splash out on clothes, shoes and dining out (Business Insider)
  8. Warren Buffett’s great-nephew joins the SPAC boom by listing a $150 million blank-check company (Business Insider)
  9. GE stock price target raised to $9.00 from $8.50 at UBS (MarketWatch)
  10. Why Goldman Sachs sees a 2021 bull market brewing for commodities (MarketWatch)
  11. These are the stocks to short when a COVID vaccine is ready, says JPMorgan (MarketWatch)
  12. Oil Production Cuts Could Be Extended: Putin (ZeroHedge)
  13. Does Intel Deserve More Credit For Q3 Earnings? (24/7 Wall Street)
  14. Copper’s ‘unignorable’ strength is saying bullish things about the economy (MarketWatch)
  15. European equities rise on upbeat earnings (Financial Times)