Be in the know. 20 key reads for Inauguration Day…

  1. 2 Reasons This Will Be Gilead’s Year, Says Morgan Stanley (Barron’s)
  2. Hershey, Allstate and 8 Other Beaten-Down Stocks With Rising Earnings Prospects (Barron’s)
  3. Shipping Rates Are Soaring. What That Says About the Economy — and Inflation. (Barron’s)
  4. Netflix Is Soaring Because Subscriber Growth Topped Estimates and It May Even Buy Back Stock (Barron’s)
  5. ‘Act big’ now to save economy, worry about debt later, Yellen says in Treasury testimony (Reuters)
  6. US finance chiefs weigh how to spend vast corporate cash piles (Financial Times)
  7. Morgan Stanley Reports Blowout Quarter Cementing The Bank’s Best Year In History (ZeroHedge)
  8. Over $5B in US small business relief loans approved in first week –SBA (FoxBusiness)
  9. Banks Need a Pickup in Loans to Prosper (Wall Street Journal)
  10. Emerging Markets Have Less Reason to Fear the Fed (Wall Street Journal)
  11. Herd Immunity Could Be Closer Than We Think (CNBC)
  12. Janet Yellen suggests ‘curtailing’ cryptocurrencies such as Bitcoin, saying they are mainly used for illegal financing (Business Insider)
  13. Biden’s rescue plan could boost 2021 GDP growth to 11.4%, JPMorgan’s global chief strategist says (Business Insider)
  14. AMC soars 37% after issuing $100 million in debt to stave off bankruptcy (Business Insider)
  15. Sen. Joe Manchin calls for up to $4 trillion in infrastructure spending as Democrats are poised to control Congress (Business Insider)
  16. Emerging Markets Have Less Reason to Fear the Fed (Wall Street Journal)
  17. This Should Be a Big Year for Industrial Stocks. These Are Wall Street’s Favorites. (Barron’s)
  18. China’s Consumers Fall Behind Even as Its Economy Marches Forward (Wall Street Journal)
  19. Biden to kick off presidency by signing 17 executive actions (New York Post)
  20. New Opportunities and Risks Arise for Investors as Democrats Take Power (Barron’s)

Be in the know. 25 key reads for Tuesday…

  1. Yellen Readies Big Changes for Treasury (New York Times)
  2. Bank of America profits jump as it releases over $800m of loan loss reserves (Financial Times)
  3. Dollar Shorts Mount Before Yellen Outlines Market-Based Policy (Bloomberg)
  4. BofA Clients With $561 Billion Say Bitcoin Is Most Crowded Trade (Bloomberg)
  5. Goldman Sachs Says Buy Stocks on Any Market Weakness (Bloomberg)
  6. Goldman Sachs crushes analysts’ estimates on stronger-than-expected stock trading, banking (CNBC)
  7. Bank of America posts profit that exceeds analysts’ expectations (CNBC)
  8. China’s shift from coal helped push natural gas prices to a peak: Eurasia Group (CNBC)
  9. Oil demand will pick up in 2021, but it will take until the second half of the year for that to filter through. The IEA is forecasting a rise of 5.5 million barrels per day in demand. (Business Insider)
  10. Investor bets against the dollar are at their biggest in almost 10 years, but rising Treasury yields are a red flag for bears, analysts say (Business Insider)
  11. How Walgreens, CVS, Kroger, and other retailers plan to leverage tech, convenience, and public trust to get the chaotic mass vaccine rollout back on track (Business Insider)
  12. Emerging Markets Have Less Reason to Fear the Fed (Wall Street Journal)
  13. Tomorrow Q4 Earnings Begin In Earnest: Here’s What To Expect… And Why They Don’t Matter (ZeroHedge)
  14. The Dogs of the Dow and Other High Yielders Keep Roaring Into 2021 (Barron’s)
  15. The Stock Market Can’t Get Much Better From Here. Why a Correction Could Be Coming. (Barron’s)
  16. FT Alphaville presents: the EV bubble in real time (Financial Times)
  17. Occidental claims green push ‘does more than Tesla’ (Financial Times)
  18. Coronavirus latest: Halliburton signals oil industry poised to climb back after 2020 crash (Financial Times)
  19. Boeing 737 Max recertified to fly in Europe from next week (Financial Times)
  20. Investors think there’s more chance Tesla and bitcoin will halve than double, warns Deutsche Bank (MarketWatch)
  21. Blackstone’s Schwarzman: New U.S. admin going to take a ‘softer tone’ towards China (Reuters)
  22. The Geezer, Still a Goat: Ageless Tom Brady’s at It Again (Wall Street Journal)
  23. Keystone XL Oil Project Pledges Zero Carbon Emissions (Wall Street Journal)
  24. After Stock Surge, Investors Ask Companies What’s Ahead (Wall Street Journal)
  25. Social-Media Algorithms Rule How We See the World. Good Luck Trying to Stop Them. (Wall Street Journal)

Be in the know. 12 key reads for #MLKDay2021

  1. 5 Food Stocks to Buy in 2021 (Barron’s)
  2. Why Clover Health Chose a SPAC to Go Public (Barron’s)
  3. Squeeze play? How the ‘most shorted’ stocks are crushing the market in the new year (MarketWatch)
  4. Behind a Secret Deal Between Google and Facebook (New York Times)
  5. Opinion: Here are the biggest stock market winners and losers in Biden’s massive stimulus plan (MarketWatch)
  6. China Is Only Major Economy to Report 2020 Growth (Wall Street Journal)
  7. Dollar Shorts Mount Before Yellen Outlines Market-Based Policy (Bloomberg)
  8. Barron’s Picks And Pans: Exxon Mobil, GameStop, Intel, 3M, Toll Brothers And More (Yahoo! Finance)
  9. Here’s How Americans Are Spending Their Stimulus Payments (Benzinga)
  10. How to bring Brooks Brothers back from the brink (Financial Times)
  11. Bill Gates is now the largest farmland owner in America (MarketWatch)
  12. US small-cap stocks have raced ahead of their bigger peers in 2021. Experts say a number of factors could send them higher. (Business Insider)

Be in the know. 17 key reads for Sunday…

  1. What 1919 Teaches Us About Pent-Up Demand (NPR Planet Money)
  2. Seasonal Soft Patch Ahead Starting Next Week (Almanac Trader)
  3. Airline Investors Look for Bluer Skies Later This Year (Barron’s)
  4. A new activist takes on Exxon to reverse the oil giant’s underperformance (CNBC)
  5. Tanger Factory Outlet Centers Brings Back Its Dividend (Barron’s)
  6. Concierge Medicine Has Boomed During Covid. Here’s How to Tell if It’s Right for You. (Barron’s)
  7. Parler’s de-platforming shows extreme power of cloud providers like Amazon (CNBC)
  8. Carnival’s Wave Season Should Lift Its Shares (Wall Street Journal)
  9. Behind the Wheel of the 2021 Mustang Mach-E— Ford’s First Fully-Electric Mustang (Maxim)
  10. After Rocky Start, Opportunity Zones Could Boom In 2021 (Forbes)
  11. A THREE-MONTH LOOK AT SECTOR LEADERSHIP SHOWS MORE OPTIMISM — RISING COMMODITY PRICES AND RISING BOND YIELDS HAVE ALSO PLAYED A ROLE (stockcharts)
  12. ECRI Weekly Leading Index Update (advisorperspectives)
  13. After Stock Surge, Investors Ask Companies What’s Ahead (Wall Street Journal)
  14. CRISPR and the Splice to Survive (New Yorker)
  15. Biden Names Top Geneticist Eric Lander as Science Adviser (scientificamerican)
  16. Cowen’s Co-President on Why SPACs Are Having a Moment (Podcast) (Bloomberg)
  17. Lotus and Renault Are Teaming Up to Build an All-Electric Alpine Sports Car (roadandtrack)