Be in the know. 20 key reads for Wednesday…

  1. Earnings Bonanza Could Dwarf Fed Worries (Wall Street Journal)
  2. That Was a Lot of Sound and Fury for a 0.0% Return (Bloomberg)
  3. ‘F9’ Is Under Pressure to Be the Flick That Revives Moviegoing (Bloomberg)
  4. Wells Fargo: Here’s The Best Asset To Own When Inflation Strikes (Investor’s Business Daily)
  5. Don’t Call the Value Rally Dead Just Yet (Barron’s)
  6. The Nasdaq Hit a Record. The Rally May Just Be Starting. (Barron’s)
  7. European stocks ease, but PMI shows business activity surging (MarketWatch)
  8. XPeng stock jumps as Chinese Tesla rival reportedly gets approval for Hong Kong IPO (MarketWatch)
  9. Citigroup Has Been a Laggard. This Fund Manager Thinks It’s Ready to Be a Leader (Barron’s)
  10. S. Existing-Home Prices Hit Record High in May (Wall Street Journal)
  11. Fed’s Powell Plays Down Inflation Threat (Wall Street Journal)
  12. Why There Is No ‘Taper Tantrum’ This Time Around (Wall Street Journal)
  13. Nonbank Lenders Are Dominating the Mortgage Market (Wall Street Journal)
  14. Bostic: Fed should avoid ‘prematurely’ declaring win in jobs battle (Reuters)
  15. Value Investors Don’t Need to Avoid Growth Companies. In Fact, Doing So Can Hurt Returns. (Institutional Investor)
  16. Stunning Confessions of a Short Seller (Institutional Investor)
  17. BofA Securities Out with Top Small and MidCap Stock Picks For 2nd Half (24/7 Wall Street)
  18. The SPAC Man Method: Inside the Billionaire Rush for Riches (Bloomberg)
  19. Americans Are On the Cusp of Another Borrowing Binge (Bloomberg)
  20. Millionaire Investors Have ‘No Choice’ But to Take On More Risk (Bloomberg)

Be in the know. 28 key reads for Tuesday…

  1. Splunk to receive $1B investment from Silverlake (TheFly)
  2. The recovery in air flight bookings has stalled — and business travel is to blame (New York Post)
  3. Splunk Shares Soar on $1 Billion Investment From Silver Lake (Bloomberg)
  4. Fed Pivot Seen as More Detour Than Dead-End for Reflation Trades (Bloomberg)
  5. This Big Tech Stock Is Always on Sale (Wall Street Journal)
  6. Google Executives See Cracks in Their Company’s Success (New York Times)
  7. White House Officials Head to Hill for Infrastructure Talks (Bloomberg)
  8. Economy Is Showing Sustained Progress, Powell Says (Wall Street Journal)
  9. Powell Holds Firm to Fed’s Inflation Stance in House Covid-19 Update (Barron’s)
  10. Opendoor CFO Says Company Can Succeed in a Housing Market Downturn (Barron’s)
  11. Rates Are Still Low. These 8 Large-Cap Stocks Offer Income (Barron’s)
  12. Covid-19 Showed mRNA Vaccines Work. Translate Bio, Sanofi, Test One for Flu. (Barron’s)
  13. Energy Stocks Have Potential New Appeal: Dividends (Barron’s)
  14. Royal Dutch Shell’s cash-generation potential is highlighted by JPMorgan (MarketWatch)
  15. After a Years-Long Slump, New York Townhouse Sales Picked up in the Pandemic (Barron’s)
  16. YouTube Shorts Is Taking on TikTok and Minting a New Constellation of Concise Video Stars (Bloomberg)
  17. Hedge Funds Held on to Pandemic Losers, and Now It’s Paying Off (Bloomberg)
  18. A Record Buyout Is Just the Start as Wealthy Flee U.S. Tax Hike (Bloomberg)
  19. EU opens antitrust probe into Google’s advertising unit (CNBC)
  20. Hedge fund that bet against GameStop shuts down (Financial Times)
  21. Shipping stocks have notched triple-digit gains in 2021 as transport rates skyrocket (Business Insider)
  22. Fed’s Williams says slowing down bond purchases ‘quite a ways off’ (MarketWatch)
  23. Netflix (NFLX) Confirms Partnership with Steven Spielberg’s Amblin (StreetInsider)
  24. Splunk (SPLK) Announces $1 Billion Investment from Silver Lake, Announces $1B Buyback (StreetInsider)
  25. Mad Money Host Jim Cramer Says He’s Sold Most of His Bitcoin Following China Crackdown (Yahoo! Finance)
  26. Bridgewater’s Prince rejects return of 1970s ‘Great Inflation’ (Financial Times)
  27. Bond spreads collapse as investors rush into corporate debt (Financial Times)
  28. Gilead’s Veklury® (Remdesivir) Associated With a Reduction in Mortality Rate in Hospitalized Patients With COVID-19 Across Three Analyses of Large Retrospective Real-World Data Sets (TrialSiteNews)

Be in the know. 17 key reads for Monday…

  1. Bank Stocks Got Beaten Up by the Fed. How the Fed Can Help Them Bounce Back. (MarketWatch)
  2. ‘Nice underpinning to the market’: Buybacks may prop stock market rattled after Fed meeting (MarketWatch)
  3. Consolidation May Be Coming to a Screen Near You (Wall Street Journal)
  4. This Home Builder Stock Is a Buy. Here’s Why. (MarketWatch)
  5. Gilead says real-world data shows COVID-19 drug Veklury can reduce the risk of death (MarketWatch)
  6. Nuclear Talks on Hold. The Energy Report 06/21/2021 (Phil Flynn)
  7. 3 Of Jefferies Top Value Stocks To Buy Are Mega-Cap Tech and Defense Giants (24/7 Wall Street)
  8. Inflation hasn’t dented earnings forecasts: Morning Brief (Yahoo! Finance)
  9. The natural-gas glut has evaporated, driving prices higher (Fox Business)
  10. Germany’s Armin Laschet warns against cold war with China (Financial Times)
  11. Michael Burry Issues Grim Warning On Cryptocurrency, Stonks: Losses Will ‘Approach The Size Of Countries’ (Benzinga)
  12. EU tech policy is not anti-American, says Vestager (Financial Times)
  13. Olympic venues to cap number of spectators at 10,000 (Financial Times)
  14. Bitcoin drops as China intensifies crypto mining crackdown (CNBC)
  15. China has administered more than 1 billion doses of its Covid-19 vaccines (CNBC)
  16. Cruise Operators Win Relief as Florida Judge Rules Against CDC’s Sailing Order (Barron’s)
  17. Lidar Technology Will Enable a Self-Driving Future. What to Know About 6 Stocks. (Barron’s)

Be in the know. 12 key reads for Sunday…

  1. Robert Cialdini on the Psychology of Influence (Podcast) (Bloomberg)
  2. Down Triple Witching Weeks Trigger More Weakness Week After (Almanac Trader)
  3. Amazon Prime Day 2021 Is Three Days Away—Here’s Everything To Know (Forbes)
  4. 23andMe’s Anne Wojcicki Becomes Newest Self-Made Billionaire After SPAC Deal With Richard Branson (Forbes)
  5. 10 Best Dividend Stocks to Buy According to Billionaire David Tepper (Insider Monkey)
  6. ECRI Weekly Leading Index Update (Advisor Perspectives)
  7. Fed Reverse Repos Surge to Record of $756 Billion After Rate Tweak Wall Street Journal)
  8. Beverly Hills Tour d’Elegance Hits the Road This Weekend with a $100M+ Convoy (TheDrive)
  9. AirTags and Find My are ushering in a whole new Apple era (TNW)
  10. Meet Dr. Jennifer Doudna: she’s leading the biotech revolution (Big Think)
  11. Listen to the One-Off Bugatti Bolide’s Wild Straight-Piped 1850-HP W-16 Engine (roadandtrack)
  12. Why Ram Parameswaran Says the World’s Biggest Tech Stocks Are Ridiculously Cheap Right Now (Bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Tesla Isn’t the Only Self-Driving Car Company. The Stocks to Buy—and Ones to Avoid. (Barron’s)
  2. S. Faces a Housing Shortage. This Builder Can Help Fill the Gap—and Its Stock Is a Buy. (Barron’s)
  3. Markets to the Fed: Your Hawkish Turn Isn’t Fooling Anyone (Barron’s)
  4. Disney Stock Looks Set to Get a Boost From a Quicker Reopening (Barron’s)
  5. The Reopening Could Send Six Flags Stock Vertical (Barron’s)
  6. Energy Stocks Have Potential New Appeal: Dividends (Barron’s)
  7. Why Moderna, Illumina, or Meituan Could Be the Next Tesla Stock (Barron’s)
  8. Rate-Hike Worries Send Dow to Worst Week Since October (Wall Street Journal)
  9. At Olympic Swim Trials, the Battle Is in the Warm-Up Pool (Wall Street Journal)
  10. CVS and Walgreens Were Reeling From Pandemic, but Fortunes Have Changed (Wall Street Journal)
  11. Boeing’s largest 737 Max model jets off on maiden flight (New York Post)
  12. Fed Shocks Stocks With Blow to Dreams of Value Investor Nirvana (Bloomberg)
  13. The Fed’s latest policy decision will prop up stocks through 2021 but it may be a misstep for the central bank, Mohamed El-Erian says (Business Insider)
  14. Fed’s Kashkari opposed to rate hikes at least through 2023 (CNBC)
  15. 16 short-squeeze targets in the stock market, including Canoo, Tootsie Roll and a prison operator (MarketWatch)
  16. Empty Oil Tanks at Key Storage Hub Show Speedy Demand Rebound (Bloomberg)
  17. The Long-Term Forecast for U.S. Stock Returns (Morningstar)
  18. Billionaire investor David Tepper says ‘the stock market is still fine’ after Fed announcements (CNBC)
  19. Seizing The Middle: Chess Strategy in Business (Farnam Street)
  20. “The stock market is not created for Value Investors” – Li Lu (YouTube)