Be in the know. 20 key reads for Tuesday…

  1. Groundhog Day 2021: Punxsutawney Phil predicts winter will hang on (New York Post)
  2. Reddit Trades Crumble as GameStop, AMC and Silver Plunge (Bloomberg)
  3. Silver prices plunge after hitting eight-year high (Yahoo! Finance)
  4. Pfizer Just Reported Earnings. Here’s the One Number to Notice. (Barron’s)
  5. Exxon Creates New Low-Carbon Business (Barron’s)
  6. UPS’s Earnings Came in Strong. The Stock Is Rising. (Barron’s)
  7. U.S. Economy Is Expected to Reach Pre-Pandemic Peak by Mid-2021 (Wall Street Journal)
  8. Energy company Baker Hughes is ‘cautiously optimistic’ on the outlook for demand (CNBC)
  9. India’s budget could help lift economic growth above 8% in a couple years, top economic advisor says (CNBC)
  10. ‘Expect results well above consensus’: Here’s what 4 Wall Street banks expect from Amazon’s 4th-quarter earnings report (Business Insider)
  11. Exxon-Chevron Tie-Up Not as Crazy as It Sounds (WallStreetJournal)
  12. GameStop Day Traders Are Moving Into SPACs (Wall Street Journal)
  13. Why the WallStreetBets crowd isn’t scaring JPMorgan or Goldman away from stocks (MarketWatch)
  14. Opinion: Short-sellers were pulling back even before Reddit’s GameStop squeeze (MarketWatch)
  15. Here’s what’s in the $600 billion relief plan from 10 Republican senators (MarketWatch)
  16. Wintry Weather Lifts Natural-Gas Prices (Wall Street Journal)
  17. Tracking Joe Biden’s Cabinet Nominees (Bloomberg)
  18. Biden’s Stimulus Hopes May Depend on ‘Reconciliation’ (Bloomberg)
  19. Dallas Fed President Kaplan stresses need for more spending to keep economic recovery going (CNBC)
  20. WTI Crude Hits $55, A One-Year High After Mixed OPEC Data (ZeroHedge)

Be in the know. 16 key reads for Monday…

  1. Fed’s Kaplan: need healthy fossil fuel industry during green transition (StreetInsider)
  2. The GameStop Revolt Has Just Begun (Barron’s)
  3. Caixin: China factory activity slowest in 7 months (MarketWatch)
  4. Billionaires Bicker Over Space Toys (New York Times)
  5. Robinhood trading limits continue, customers can just buy 1 GameStop share (CNBC)
  6. 19 Stocks That Could Be a Buying Opportunity After Last Week’s Drop (Barron’s)
  7. Michael Burry compared GameStop to ‘The Big Short’ – and said he would cash out if he won big on the stock (Business Insider)
  8. Goldman says the stock market is undergoing its biggest short squeeze in 25 years – and that has hedge funds dumping stock exposure at the fastest rate since 2009 (Business Insider)
  9. MGM is making a movie about the Wall Street-GameStop saga, based on a book by the author behind ‘The Social Network’ (Business Insider)
  10. Nokia upped to buy after Ericsson results (MarketWatch)
  11. Exxon, Chevron CEOs discussed merger in early 2020-sources (Yahoo! Finance)
  12. Silver price hits eight-year high as retail traders take aim (Financial Times)
  13. How an options-trading frenzy is lifting stocks and stirring fears of a market bubble (MarketWatch)
  14. How Lockheed Martin Makes Money (Investopedia)
  15. GameStop Frenzy Puts Spotlight on Trading Giant Citadel Securities (Wall Street Journal)
  16. Roaring Kitty Wanted to Break a 4-Minute Mile. He Broke Wall Street Instead. (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. GOP Senators Offer Stimulus Compromise, Ask for Biden Meeting (Bloomberg)
  2. Ron Baron on Investing in Tesla and SpaceX (Podcast) (Bloomberg)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. PLAYING GAMES GameStop Reddit army trolls Wall Street billionaires with billboards and plane banners gloating over stock gains (The Sun)
  5. Google union in turmoil following global alliance announcement (The Verge)
  6. MI Responds: Hidden Drawbacks of the Climate-Focused Executive Order (MI)
  7. Why Consumer Confidence Is So High (NPR Planet Money)
  8. China’s Real-Estate Stocks Slide on Move to Curb Hot Property Market (Barron’s)
  9. Selloff Puts Emerging Markets on Trial While Bulls Hang Tough (Bloomberg)
  10. Stimulus Checks Helped Fuel GameStop Stock Surge: Billionaire Gundlach (ZeroHedge)

Be in the know. 35 key reads for Saturday…

  1. Keith Gill Drove the GameStop Reddit Mania. He Talked to the Journal. (Wall Street Journal)
  2. Musk Plans to Use Texas Natural Gas for His Starships (Bloomberg)
  3. Editor’s Pick Today: The ‘In Da Club’ Stock Market (SeekingAlpha)
  4. Why Oil Companies’ Fall From Favor Could Cause Next Price Spike (Bloomberg)
  5. Robinhood Caps Maximum Holdings In 36 Stocks To Just One Share (ZeroHedge)
  6. Small investors flee Robinhood in wake of GameStop restrictions (New York Post)
  7. Robinhood Rival Webull Sees 16-Fold Jump in New Trading Accounts (Bloomberg)
  8. After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally. (Barron’s)
  9. 10 Popular Hedge Fund Shorts That Could Get Squeezed Next (Barron’s)
  10. U.S. Oil Pushes ‘Clean Shale’ as Biden Mounts Climate Attack (Bloomberg)
  11. Warren Buffett & Charlie Munger: on Short Selling (YouTube)
  12. Meet the Redditor who made millions off GameStop and started a market frenzy (New York Post)
  13. David Rubenstein, Co-Founder of The Carlyle Group, on Lessons Learned, Jeff Bezos, Raising Billions of Dollars, Advising Presidents, and Sprinting to the End (#495) (Tim Ferriss)
  14. Biogen Alzheimer’s Drug Puts FDA’s Judgment in Harsh Spotlight (Bloomberg)
  15. Busiest Week For Dividend Increases Ever (DGI)
  16. ‘This is the way’: the Reddit traders who took on Wall Street’s elite (Financial Times)
  17. Wall Street ends worst week since October amid trading frenzy (Financial Times)
  18. David Tepper warning to market speculators: ‘It didn’t end well in 1999’ (CNBC)
  19. The High Price of Mistrust (Farnam Street)
  20. We Are the 98 Percent (AEI)
  21. Short sellers face the rage of an army of small traders (Financial Times)
  22. The wave of populism shaking Wall Street (Financial Times)
  23. American Airlines set to issue $1B in new stock after price run-up (New York Post)
  24. Reddit Dealt a Blow to an Underperforming Strategy (Barron’s)
  25. Betting on Liberty Braves Group (Barron’s)
  26. Exxon’s Earnings Report Is Just the Tip of the Iceberg (Barron’s)
  27. The GameStop Revolt Has Just Begun. Get Ready. (Barron’s)
  28. Wall Street Cassandras Don’t Scare WallStreetBets Retail Army (Bloomberg)
  29. Why Facebook is considering an antitrust lawsuit against Apple (MarketWatch)
  30. Boeing is ‘COVID-19 recovery play,’ Morgan Stanley says (MarketWatch)
  31. Opinion: What January’s market decline means for stock returns in 2021 (MarketWatch)
  32. Here are the biggest short squeezes in the stock market, including GameStop and AMC (MarketWatch)
  33. Repeal of State-Tax Deduction Cap Pitched for Covid-19 Relief Bill (Wall Street Journal)
  34. Millennials are driving a regime change in the stock market. Here are the 6 major differences between them and baby-boomer investors, according to Fundstrat’s Tom Lee (Business Insider)
  35. 22 Ways to Invest in the Future, According to Barron’s Roundtable Experts (Barron’s)