Be in the know. 10 key reads for Thursday…

  1. ‘Dividend Cuts Are Inevitable.’ They Won’t Be Across the Board (Barron’s)
  2. In U.S. Markets, Capitulation Was the Word of the Day (Barron’s)
  3. The Coronavirus Crisis Is Showing Us How to Live Online (New York Times)
  4. Is Saudi Arabia To Blame For The Looming Economic Recession? (Yahoo! Finance)
  5. Trump Signs Coronavirus Relief Bill, ECB Injects $821B In Liquidity, Japan Considers Cash Payouts (Benzinga)
  6. Gilead Sciences’ (GILD) First COVID-19 Antiviral Data Validates Remdesivir – Wells Fargo (StreetInsider)
  7. The European Central Bank has launched a ‘bazooka’ $820 billion pandemic fund to aid markets. ‘There are no limits.’ (Business Insider)
  8. Buffett’s Cash Stash Makes Berkshire a Safe Port in the Storm (Barron’s)
  9. When to buy during an ugly stock market rout? These charts have the answers. (MarketWatch)
  10. Strong Restaurant Chains May Feast After Coronavirus Famine (Wall Street Journal)

The Spanish Flu – Coo coo ca choo – Stock Market (and sentiment results)…

According to wikipedia, in 1917, military pathologists reported the onset of a new disease with high mortality that they later recognized as the flu.  By late 1917, there had already been a first wave of the epidemic.  October 1918 was the deadliest month of the whole pandemic.  It is estimated to have killed ~50M people (~3% of the global population at the time).  Continue reading “The Spanish Flu – Coo coo ca choo – Stock Market (and sentiment results)…”

Be in the know. 15 key reads for Wednesday…

  1. Regeneron’s CEO Says We Could Have a Covid-19 Treatment ‘Quickly’ (Barron’s)
  2. Market Plumbing Is Hit, But the Fed Can Probably Handle It (Wall Street Journal)
  3. Fed Unveils Emergency Lending Programs as Companies Struggle to Raise Cash (New York Times)
  4. Trump wants to start sending millions of Americans a check. Here’s how to use it wisely (CNBC)
  5. The Federal Reserve is adding another program to keep money flowing for big financial institutions (CNBC)
  6. Here’s one analyst’s take on the coronavirus drugs for today and the future (MarketWatch)
  7. As China’s coronavirus outbreak eases, a wary return to shops for consumers (Reuters)
  8. Hydroxychloroquine and Remdesivir Info (Nature.com)
  9. Article on Chloroquine Treatment for Coronavirus (COVID-19) (Presented by: James M. Todaro, MD)
  10. French researcher posts successful Covid-19 drug trial (connexionfrance)
  11. The NYSE, a symbol of America, is fighting to keep its trading floor open amid coronavirus pandemic (MarketWatch)
  12. FedEx stock spikes as sales grow amid coronavirus outbreak, but earnings guidance is pulled (MarketWatch)
  13. Warren Buffett on negative rates and ‘the most important question in the world’ (Yahoo! Finance)
  14. Markets Want Congress to Help Private Sector, Morgan Stanley Head Says (Institutional Investor)
  15. Japanese flu drug ‘clearly effective’ in treating coronavirus, says China (The Guardian)

 

March Bank of America Global Fund Manager Survey Results (Summary)

Data Source: Bank of America

Each month, Bank of America conducts a survey of ~200 fund managers with > $500B AUM. Here are the key takeaways from the survey published on March 16, 2020: Continue reading “March Bank of America Global Fund Manager Survey Results (Summary)”