Tag: China

Be in the know. 25 key reads for Thursday…

  1. Car-rental firm Hertz seeks coronavirus bailout (New York Post)
  2. Fed Gives Banks a Break to Keep Markets Calm (New York Times)
  3. Disney, McDonald’s share secret recipes to cook in quarantine (USA Today)
  4. Where to Look in China’s Data Dump for Any Signs of a Rebound (Bloomberg)
  5. Jeff Bezos Wants to Test All Amazon Employees for Covid-19 (Bloomberg)
  6. The Fed Loves Main Street as Much as Wall Street This Time (Bloomberg)
  7. Some Companies Are Looking Cheap. That Could Drive a Wave of M&A. (Barron’s)
  8. J&J, P&G, Buck the Trend by Raising Dividends (Barron’s)
  9. Fear Is Down, but We’re Not Out of the Woods Yet (Barron’s)
  10. Record Amount of Risky Debt Is Coming Due (Barron’s)
  11. Buy Stocks Now, Investing Legend Burton Malkiel Says (Barron’s)
  12. Jobless claims total 5.245 million as 22 million positions have been lost in a month due to coronavirus (CNBC)
  13. Larry Fink: Coronavirus low last month may have been the market bottom (CNBC)
  14. ‘The shopping list is being readied’: Saudi Arabia and Abu Dhabi are scouting for cheap investments after the coronavirus sell-off (Business Insider)
  15. Gilead (GILD) Said to Hold Talks to Buy Stake in Arcus Biosciences (RCUS) – Bloomberg (Street Insider)
  16. Working From Home Permanently Could Rise 100% and These Stocks May Benefit (24/7 Wall Street)
  17. Options markets send cautiously bullish signal on U.S. stock rally (Reuters)
  18. U.S. opposes general allocation of Special Drawing Rights to IMF members (Reuters)
  19. States paying extra $600 unemployment aid (Fox Business)
  20. Mainstream Investors Might Get Access to Alts, But They Won’t Get Alpha (Institutional Investor)
  21. Hedgie with a ‘higher purpose’ to run world’s biggest sovereign fund (Financial Times)
  22. Dalio Says Investors ‘Crazy’ to Hold Government Bonds Now (Dalio Says Investors ‘Crazy’ to Hold Government Bonds Now (Yahoo! Finance)
  23. Warren Buffett will ‘let everybody know’ once he invests the bulk of Berkshire Hathaway’s $128 billion cash pile, Bill Ackman says. (Business Insider)
  24. Billionaire bond king Jeff Gundlach sent a bizarre tweet predicting the end of the ‘You blow dry my hair and I’ll blow dry your hair’ economy. (Business Insider)
  25. Coronavirus Closures Froze Swaths of U.S. Economy in March (Wall Street Journal)

The Morgan Wallen, “Whiskey Glasses” Stock Market (and Sentiment Results)…

Each week I attempt to pair the lyrics from a popular song to the current feeling and sentiment in the stock market.  When you look at the data that has come out on the U.S. economy in recent days, one might suggest you need more than “Beer Goggles” to see the green shoots, you need “Whiskey Glasses!”  Continue reading “The Morgan Wallen, “Whiskey Glasses” Stock Market (and Sentiment Results)…”

Be in the know. 20 key reads for Saturday…

  1. Trump to buy oil for strategic reserve to aid energy industry: ‘We’re going to fill it’ (CNBC)
  2. Gilead Pops After Coronavirus Drug Helps Cruise Ship Patients In Japan Investor’s Business Daily)
  3. Europe Pledges Billions in Economic Aid in Rare Sign of Unity (New York Times)
  4. Dow surges nearly 2,000 points after Trump declares coronavirus national emergency (New York Post)
  5. Trump Says He Supports Pelosi Virus Bill, Urges GOP to Vote Yes (Bloomberg)
  6. Trump Waives Student-Loan Interest, Stockpiles Oil in Virus Plan (Bloomberg)
  7. Esports Leagues Are Only Game in Town After NBA and NHL Go Dark (Bloomberg)
  8. Stocks Retrace 90% of Thursday’s Sell-Off With Trump Address Hitting Mark (Bloomberg)
  9. Cash-Rich Billionaire Hargreaves Jumps Back Into Market (Bloomberg)
  10. Trump called on Walmart, CVS, Target, and Walgreens to help slow the spread of the coronavirus as he declares a national emergency (Business Insider)
  11. Stocks Surge After Trump Promises Speedier Testing (New York Times)
  12. How Billie Eilish Rode Teenage Weirdness to Stardom (New York Times)
  13. Deadly viruses are no match for plain, old soap — here’s the science behind it (MarketWatch)
  14. 18 Stocks to Buy Amid the Coronavirus Carnage, According to Barron’s Roundtable Experts (Barron’s)
  15. China’s coronavirus epicenter reports just five cases (Reuters)
  16. Here’s everything you need to know about 5G (CNN)
  17. Google, Walmart join U.S. effort to speed up coronavirus testing (Reuters)
  18. 7 Stocks That Could Ride Out the Turmoil in Energy Markets (Barron’s)
  19. The World Is One Big Carry Trade (Institutional Investor)
  20. Value investors: why are they so calm in a crisis? (Schroders)