Be in the know. 30 key reads for Tuesday…
- Pelosi Says Next Stimulus Round Will Be $1 Trillion or More (Bloomberg)
- Why Oil-Services Stocks Are Finally a Buy (Barron’s)
- Fed says it will provide financing against new U.S. ‘payroll protection’ loans (Reuters)
- Gilead Analyst Sees Catalyst Ahead In Data Readout For Potential Coronavirus Treatment (Benzinga)
- Michael Burry of âThe Big Shortâ Slams Virus Lockdowns in Tweetstorm (Bloomberg)
- Oaktree, Elliott Among Bargain Hunters Circling Mortgage Trusts (Bloomberg)
- Greed and Fear Collide: Wall Street Calls Traders Back to Office (Bloomberg)
- Everything Must Go Right for Big Pharmaâs Bet on a Fast Vaccine (Bloomberg)
- Oilâs Big Crash Has Permian Explorers Flaring Less Gas (Bloomberg)
- Honor Blackman, Who Played âBond Girlâ Pussy Galore, Dies at 94 (Bloomberg)
- Strategist Jeff Saut says market bottom in, sees new S&P 500 record in 2020 (CNBC)
- JPMorgan reports earnings in a week. Hereâs why it may be a buy now (CNBC)
- Allstate to return $600M in auto premiums as coronavirus cuts driving (New York Post)
- Peter Navarro Has Antagonized Multinational Companies. Now Heâs in Charge. (New York Times)
- Warren Buffettâs Death-Spiral Deal (Wall Street Journal)
- Bakken Oil Field Giant Continental Eliminates Dividend, Slashes Production (24/7 Wall Street)
- Stifel Still Bets on an Even Bigger April Rally: 5 Top Stocks to Buy (24/7 Wall Street)
- Graphic: Oil majors cut 2020 spending by 22% after prices slump (Reuters)
- Virus slamming economy, but relief fends off disaster: Blackstone CEO (Fox Business)
- Avalanche of Downgrades Points to a âBig Default Spikeâ, Moodyâs Warns (Institutional Investor)
- Source image: Unsplash.com
- 3M, Trump Strike Deal To Import 166.5M Masks From China, Company To Continue To Supply Abroad (Benzinga)
- Teva Analyst Says Shares Are Pricing In Too Much Risk (Benzinga)
- 10 Cheap Dividend Aristocrats to Buy on the Dip (Yahoo! Finance)
- Carnival’s stock rockets 20% premarket, after soaring 28% the past 2 sessions (MarketWatch)
- Trump Pushes Broader Use of Hydroxychloroquine Against Coronavirus (Wall Street Journal)
- ‘Light at the end of the tunnel’: Stocks surge as fewer new coronavirus cases signal lockdowns are working (Business Insider)
- Billionaire Bill Ackman plowed more than $200 million into Warren Buffett’s Berkshire Hathaway after the coronavirus sell-off (Business Insider)
- 38 Quality Global Stocks You Now Can Get Cheap, According to Morgan Stanley (Barron’s)
- Bob Iger on Disney After Coronavirus (Barron’s)
Insider Buying in Kohl’s Corporation (KSS)
Fox Business Appearance on Monday (video)
Where is money flowing today?
Quoted in Reuters article today:
Thanks to Rodrigo Campos for including me in his article on Reuters today. You can find it here:
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 15 key reads for April…
- US could stockpile 1B barrels of oil amid coronavirus price crash: energy secretary (Fox Business)
- Why Rice Is a Hot Commodity Now (Barron’s)
- ‘The worst is behind us’ — with the most attractive risk-reward in years, it is time to buy stocks, Morgan Stanley says (MarketWatch)
- The Coronavirus Recession Will Be Deeper and Faster Than the Financial Crisis. Why That Matters. (Barron’s)
- President Trump Says He Will Back Loans To Small Businesses If Necessary (Barron’s)
- Thousands of NY COVID patients are being treated with anti-malarial drug (New York Post)
- How to make face masks at home (Fox Business)
- BofA loosens criteria for small biz loans (Fox Business)
- High-Yield Debt Pummeled in ‘Ugly’ First Quarter (Institutional Investor)
- Gilead Sciences (GILD) CEO Provides Remdesivir COVID-19 Update; Providing Current 140K Courses at No Cost, Sees Additional 1M Courses by Year-End (Street Insider)
- Barron’s Picks And Pans: Post-Pandemic Ideas, Safe Dividends And More (Yahoo! Finance)
- Thermo Fisher provides upbeat first-quarter revenue growth outlook, stock rallies (MarketWatch)
- St. Louis Fed’s Bullard pitches universal daily COVID-19 testing to help restore economy’s health (MarketWatch)
- Car Insurer American Family Gives $200 Million in Coronavirus Refunds (Wall Street Journal)
- State Shutdowns Have Taken at Least a Quarter of U.S. Economy Offline (Wall Street Journal)
Be in the know. 25 key reads for Sunday…
- Big Stock Buys at Building-Materials Companies (Barron’s)
- Exclusive: Amazon in contact with coronavirus test makers as it plans pandemic response (Reuters)
- 8 Ways Business Owners Can Take Advantage of the Federal Stimulus Package (Entrepreneur)
- Their Rightful Owners (The Irrelevant Investor)
- Laura Linney: The Most Delightfully Dangerous Woman on TV (The Daily Beast)
- Bentley Mulliner’s Hand-Built $1.8 Million Bacalar Has a Dashboard Made From 5,000-Year-Old Wood (Robb Report)
- Tom Brady Rents Derek Jeter’s Sprawling Tampa Bay Mansion (Architectural Digest)
- A Husband Made A TikTok Of Himself Dancing While His Wife Was In Labor And It Went Viral (BuzzFeed)
- A German Exception? Why the Country’s Coronavirus Death Rate Is Low (New York Times)
- Worst Q1 In Dow History (Almanac Trader)
- Hedge Fund and Insider Trading News: Mark Yusko, Ray Dalio, Christopher Hohn, Glenview Capital Management, Pool Corporation (POOL), Union Pacific Corporation (UNP), and More (Insider Monkey)
- MiB: Jonathan Miller of Miller Samuel Real Estate Appraisers & Consultants (Ritholtz MIB)
- Some Big Investors Smell Profit in Virus-Plagued Companies (New York Times)
- Shockproofing Canada: Why the Keystone pipeline is just the start of making us energy self-sufficient (Financial Post)
- Kevin Warsh And The Long Road Back To Economic Recovery (Hoover Institution)
- Episode 988: The Economics Of Hospital Beds (NPR Planet Money)
- How small businesses hit by coronavirus can get aid (Fox Business)
- Japan Is Racing to Test a Drug to Treat Covid-19 (Wired)
- Would You Rather: Buy Too Early or Buy Too Late in a Bear Market? (A Wealth of Common Sense)
- Collusion and Cooperation in the Oil Market (Futures)
- The Most Common Sense Way To Stop Spreading the Virus (#masks4all) (Yardeni)
- These Common Household Products Can Destroy the Novel Coronavirus (Consumer Reports)
- OPEC+ emergency meeting likely to be postponed to April 8 or 9: OPEC sources (Reuters)
- Trump Pledges Support for Embattled Oil Industry (Wall Street Journal)
- Property Bets Lose Curb Appeal in the Age of Coronavirus (Wall Street Journal)