Be in the know. 15 key reads for Monday…

  1. Sanofi and Glaxo Are Back With a Covid-19 Vaccine (Barron’s)
  2. Shares of Realogy Look Cheap as Housing Booms (Barron’s)
  3. New Oil Barons Strike It $329 Billion Richer On Powerful Rally (Investor’s)
  4. Will Demographics Tank China’s Housing Market? (Wall Street Journal)
  5. Inside Jeff Bezos’ Obsessions (New York Times)
  6. AT&T signs deal to combine media business with Discovery (USA Today)
  7. Elon Musk says bitcoin isn’t decentralized as he goes to war with crypto bulls (Business Insider)
  8. The red-hot commodity market is being underappreciated in the long term by investors still obsessed with stocks, JPMorgan says (Business Insider)
  9. Foxconn the carmaker? Disruption in the era of electric vehicles (Financial Times)
  10. Swiss Central Bank Bought Li Auto, XPeng, Zoom, and This Marijuana Stock (Yahoo! Finance)
  11. Central banks seek out riskier assets for reserves in yield drought (Financial Times)
  12. Markets weigh prospect of new commodities supercycle (Financial Times)
  13. U.S. screens 1.85 million people on Sunday at airports, highest since March 2020 (Street Insider)
  14. Rackspace Technology (RXT) Sees Insider Buys from 3 C-Level Executives (Street Insider)
  15. Companies Ponder Speeding Up Plans to Bring Workers Back to Offices (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. Soros buys stocks linked to Bill Hwang’s Archegos collapse – Bloomberg News (Reuters)
  2. Hedge Fund Investor Letters Q1 2021 (Insider Monkey)
  3. Daniel Kahneman on Behavioral Economics (Podcast) (Bloomberg)
  4. US banks could cut 200,000 jobs over next decade, top analyst says (Financial Times)
  5. Major Rare And Vintage Car Shows Making A Comeback This Spring And Summer (Forbes)
  6. ECRI Weekly Leading Index Update (Advisor Perspectives)
  7. GoodRx helps people afford drugs. But is it improving health care or profiting off a broken system? (Fortune)
  8. How Bumble’s Whitney Wolfe Herd Became the Youngest Female Self-Made Billionaire (Robb Report)
  9. 2021 NHL Playoffs: The Storylines That Will Shape This Year’s Postseason (Men’s Journal)
  10. Inside the Hotel du Cap, The South Of France’s Legendary Celebrity Getaway (Maxim)

Be in the know. 20 key reads for Saturday…

  1. Here’s What Could Stop Inflation in Its Tracks (Barron’s)
  2. GE Stock Is Getting a Boost From Wall Street (Barron’s)
  3. Lumber prices fall for a 5th straight day in a reprieve for surging commodity prices (Business Insider)
  4. Inflation Is Here and Hotter Than It Looks. Why It’s Time to Worry. (Barron’s)
  5. Shares of Realogy, an Unlikely Hero of the Realty Revolution, Look Cheap (Barron’s)
  6. Income Investors, Meet GARY: It Brings Growth and Reasonable Yield (Barron’s)
  7. Disney CEO: CDC mask rule will spur ‘immediate’ jump in theme park attendance (New York Post)
  8. Value Investing Still Beats Growth Investing, Historically (Alpha Architect)
  9. Lessons from the 2021 Berkshire Meeting (Novel Investor)
  10. U.S. Shoppers Continued Stimulus-Fueled Spending in April (Wall Street Journal)
  11. Marijuana Medical Research Growers Receive U.S. Approval (Wall Street Journal)
  12. The Capitalist Culture That Built America (Wall Street Journal)
  13. The summer of inflation: will central banks and investors hold their nerve? (Financial Times)
  14. Israel’s Iron Dome keeps toll of rockets in check (Finacial Times)
  15. US day trading frenzy eases as investors ‘move on to other things’ (Financial Times)
  16.  Solar panels are key to Biden’s energy plan. But the global supply chain may rely on forced labor from China (CNN)
  17. When Inflation Is High, Hedge Fund Managers Thrive (Institutional Investor)
  18. A Look Under the Hood For Inflation (DGI)
  19. David Swensen: The Peter Lynch of Institutional Investing (Morningstar)
  20. The Pygmalion Effect: Proving Them Right (Farnam Street)

Unusual Options Activity – Las Vegas Sands Corp. (LVS)

Data Source: barchart

Today some institution/fund purchased 2,840 contracts of Jan 2023 $57.5 strike calls (or the right to buy 284,000 shares of Las Vegas Sands Corp. (LVS) at $57.50). The open interest was just 497 prior to this purchase. Continue reading “Unusual Options Activity – Las Vegas Sands Corp. (LVS)”

Be in the know. 10 key reads for Friday…

  1. Is the Stock Market’s Inflation Reset Over? (Barron’s)
  2. The New York Mets’ Record-Breaking Folk Hero (Wall Street Journal)
  3. Airbnb Sales Top Estimates as Some Travel Resumes (Barron’s)
  4. DoorDash Stock Rallies as Earnings Top Expectations (Barron’s)
  5. Fully Vaccinated People Can Stop Wearing Face Masks and End Physical Distancing in Most Settings, CDC Says (Wall Street Journal)
  6. Fisker (FSR) Announces Framework Agreement with Foxconn (Street Insider)
  7. McDonald’s to boost wages by 10 percent amid worker shortage (New York Post)
  8. U.S. Retail Sales Stall After Latest Wave of Stimulus Spending (Bloomberg)
  9. Opinion: These big bank stocks may be a great three-year play on the economy and inflation (MarketWatch)
  10. Israel steps up battle against communal violence and Gaza rocket attacks (Financial Times)