Be in the know. 17 key reads for Tuesday…

  1. Why Wells Fargo Is a ‘Must-Own Stock’ (Barron’s)
  2. Prescription-Drug Price Cuts Set to Be Left Out of White House Proposal (Wall Street Journal)
  3. Still Getting Your Head Around Digital Currency? So Are Central Bankers. (New York Times)
  4. U.S. Population Over Last Decade Grew at Slowest Rate Since 1930s (New York Times)
  5. 5 visuals explain the shifting House seats and how the changes could affect the 2022 midterm elections (USA Today)
  6. Fed Will String Traders Along on Its Taper Timeline (Bloomberg)
  7. BP beats first-quarter estimates, says it plans to resume share buybacks (CNBC)
  8. OPEC+ to meet Tuesday amid concern about rising virus cases (CNBC)
  9. If Fed Chair Jerome Powell sounds ‘too optimistic’ this week, he’ll rattle Wall Street, Morgan Stanley warns (CNBC)
  10. 6 Mid-Cap Stocks That Are Cheap—and Have Potential (Barron’s)
  11. Saying Au Revoir to the Most Successful Policy in Federal Reserve History (Wall Street Journal)
  12. Supermarkets Say Goodbye to Pantry Loading, Hello to Inflation (Wall Street Journal)
  13. Biden’s first big speech to Congress is on Wednesday. Here’s what to expect. (MarketWatch)
  14. The No. 1 emerging property market in America is NOT in Texas or Florida — you may never even have heard of it (MarketWatch)
  15. Citi has updated its bear-market checklist. Here’s where we are now. (MarketWatch)
  16. U.S. Durable-Goods Orders Rebound Following Dip (Wall Street Journal)
  17. What Wall Street Is Telling Us About the U.S. Economic Outlook (Wall Street Journal)

Be in the know. 16 key reads for Monday…

  1. Tesla and 12 Other Stocks Poised for Earnings Fireworks This Week (Barron’s)
  2. Oil-Field Services—Lots to Like Beneath the Surface (Wall Street Journal)
  3. Top Strategist Says Get Defensive for the Next 6 Months: 4 Safe Stocks to Buy (24/7 Wall Street)
  4. Insurance Costs Threaten Florida Real-Estate Boom (Wall Street Journal)
  5. West Looks Past Covid-19 and Sees Economic Resurgence (Wall Street Journal)
  6. Fed to Taper Bond Buying in Fourth Quarter, Economists Say (Bloomberg)
  7. Sanofi Agrees to Help Make Doses of Moderna’s Covid Vaccine (Bloomberg)
  8. The Fed’s Next Test Is Breaking the Ice Over Policy Shift (Wall Street Journal)
  9. SPAC Insiders Can Make Millions Even When the Company They Take Public Struggles (Wall Street Journal)
  10. A capital-gains rate of 43.4% would reduce federal revenue. (Wall Street Journal)
  11. 10-year Treasury yields will break out of slump within weeks: Wells Fargo (CNBC)
  12. Legendary investor Bill Miller lost 90% of his fortune in the late 2000s. Bitcoin and Amazon stock have made him a billionaire. (Business Insider)
  13. Biden shocked markets this week with a proposal to nearly double the capital gains tax. Here’s what the move could mean for high-flying tech stocks, according to 5 experts. (Business Insider)
  14. Wall Street edges higher on Tesla boost ahead of big tech earnings (Reuters)
  15. No Surprises in President Biden’s Reported Capital Gains Proposal, a 28% Rate Looks Most Likely – Goldman Sachs (Street Insider)
  16. As Good As It Gets: Goldman Is Last Big Bank To Turn Bearish, Sees Market Dropping In Coming Months (ZeroHedge)

Be in the know. 12 key reads for Sunday…

  1. The Transcript 04.19.21: So. Much. Liquidity. (theweeklytranscript)
  2. How a Wave of Electric Trucks Could Create Millions of ‘Accidental Environmentalists’ (Wall Street Journal)
  3. 5 Sizzling Technology Stocks to Buy Now Trading Under $10 (247wallst)
  4. Next Bump in Post-Election Year Rally Could Be in May (Almanac Trader)
  5. 5 Innovative New Helicopters That Are Coming to the Skies (Robb Report)
  6. How to Stream All the Major Oscar Nominees This Year (townandcountrymag)
  7. First Look at the Insanely Speedy Ferrari 812 Superfast Limited Edition (Men’s Journal)
  8. Ari Emanuel Takes on the World (The New Yorker)
  9. Elon Musk Will Host ‘Saturday Night Live’ on May 8. Yes, You Read That Right (The Drive)
  10. How TikTok Chooses Which Songs Go Viral (Bloomberg)
  11. The Origin Of The Oscars (NPR)
  12. What We’re Watching In The NHL’s Playoff Races (fivethirtyeight)

Be in the know. 20 key reads for Saturday…

  1. Perrigo Stock Has Been Broken for a Long Time. It’s Time for a Turnaround. (Barron’s)
  2. 11 Undervalued Climate-Friendly Stocks (Morningstar)
  3. Amazon CEO Jeff Bezos championed invention, failure, and customer obsession in his 24 shareholder letters. Here are the 25 best quotes. (Business Insider)
  4. This Bull Market Is Far From Over, Pros Say. Where They’re Investing Now. (Barron’s)
  5. SPAC IPOs Fall Out of Favor After Hot Streak (Barron’s)
  6. Berkshire Hathaway 2021 Annual Meeting (valuewalk)
  7. Take Heart, Investors. A Higher Capital-Gains Tax Wouldn’t Be as Scary as It Sounds. (Barron’s)
  8. Wells Fargo’s Rehabilitation (netinterest)
  9. U.S. Ends Pause on Johnson & Johnson’s Covid Vaccine. What to Know. (Barron’s)
  10. Packaged Foods Boomed During the Pandemic. Why Their Stocks Still Have Room to Run. (Barron’s)
  11. Early Days in the Value Recovery (pzena)
  12. 10 Places Where Home Buyers Pay the Most Above Asking Price (Barron’s)
  13. Why Covid Surges in India Won’t Derail Global Recovery (Barron’s)
  14. Johnson & Johnson and 6 Other Companies Raised Their Dividends This Week. What to Know. (Barron’s)
  15. The Stock Market Got Spooked by What It Already Knew. Here’s Next Week’s Surprise. (Barron’s)
  16. Capital gains tax hike? Why the stock market bounced back so fast (MarketWatch)
  17. SPAC Surge Pumps Up Junk-Bond Market (Wall Street Journal)
  18. Will 2021 Be the Year for Value Stocks? (Kiplinger)
  19. Inflated Fears (investoramnesia)
  20. When a Rising Tide Lifts All Boats (compoundadvisors)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 79

Article referenced in podcast above:

The Hues Corporation, “Rock the Boat” Stock Market (and Sentiment Results)…