Be in the know. 20 key reads for Monday…

  1. Gilead raises 2020 profit forecast on remdesivir strength (CNBC)
  2. Exxon Mobil upgraded to Overweight from Equal Weight at Morgan Stanley (TheFly)
  3. Biden’s Big Decision on Tech Taxes (Wall Street Journal)
  4. Covid-19 Vaccine Rollout Goes Smoothly in Connecticut (Wall Street Journal)
  5. Stock market exuberance is here to stay, Credit Suisse says. Here’s why investors can be positive (MarketWatch)
  6. JPMorgan Chase, Wells Fargo, Delta, TSMC, and Other Stocks to Watch This Week (Barron’s)
  7. ‘Prepare to lose all your money’ — regulator’s blunt warning on bitcoin and other cryptocurrencies (MarketWatch)
  8. Earnings Season Is About to Begin. What to Expect. (Barron’s)
  9. Nearly $170 billion wiped off cryptocurrency market in 24 hours as bitcoin pulls back (CNBC)
  10. Twitter Shares Under Pressure After Ban on Trump’s Account (Barron’s)
  11. Wall Street analysts are cautiously optimistic on J&J’s ‘one-dose’ Covid vaccine (CNBC)
  12. Goldman, JPMorgan, Citi Suspend Political Donations (Bloomberg)
  13. Trump’s social media bans are raising new questions on tech regulation (CNBC)
  14. Pickup trucks dominate America’s 10 best-selling vehicles of 2020 (CNBC)
  15. Gene-Therapy Firm Bluebird Bio Is Spinning Off Its Cancer Programs (Bloomberg)
  16. Moderna to develop vaccine candidates for seasonal flu, HIV (MarketWatch)
  17. BioNTech to target supply of up to 2 billion doses of COVID-19 vaccine in 2021 (MarketWatch)
  18. Israel Plans to Vaccinate Everyone by March. Here’s How. (Wall Street Journal)
  19. Ban on Chinese Stocks Roils Investors (Wall Street Journal)
  20. Barron’s Picks And Pans: Dividend Aristocrats, Alibaba, GameStop, Walmart And More (Yahoo! Finance)

Be in the know. 12 key reads for Sunday…

  1. Bank Stocks Are Back in Vogue on Stimulus, Interest-Rate Outlook (Bloomberg)
  2. OPEC crude output cuts should help U.S. shale profits in 2021 (Reuters)
  3. How to Turn $3,000 Into $41 Million: Investing Lessons From a Century (Barron’s)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. TEN-YEAR TREASURY YIELD EXCEEDS 1% FOR FIRST TIME SINCE MARCH — THAT’S HELPING MAKE FINANCIALS THE DAY’S STRONGEST SECTOR — MATERIALS AND INDUSTRIALS HIT RECORDS (StockCharts)
  6. Markets Update: 2021 Global Growth Outlook (GoldmanSachs)
  7. Here’s Why Formula 1 Can’t Go Electric Yet, Explained with Simple Science (TheDrive)
  8. Chess Grandmaster Hikaru Nakamura on Twitch Streaming and ‘The Queen’s Gambit’ (Bloomberg)
  9. Transition 2021: What Will Biden’s Trade Policy Look Like? (CFR)
  10. Why Breathing Through Your Nose Is Best (howstuffworks)
  11. 2021 Performance Car of the Year (Road and Track)
  12. “Jootsing”: The Key to Creativity (Farnam Street)

Be in the know. 30 key reads for Saturday…

  1. JP Morgan Guide To The Markets Q1 2021 (JP Morgan)
  2. Here Comes Joe Biden’s Washington. Consider These Stocks and Funds for Your Portfolio. (Barron’s)
  3. The Risks Are Rising for Big Tech (Barron’s)
  4. China will vie to become world financial centre, says Ray Dalio (Financial Times)
  5. Dr. Jim Loehr on Mental Toughness, Energy Management, the Power of Journaling, and Olympic Gold Medals (#490) (Tim Ferriss)
  6. The Great Wisdom of Sam Zell (Real Vision)
  7. 33 Undervalued Stocks for 2021 (Morningstar)
  8. Energy Remains the Most Undervalued Sector (Morningstar)
  9. Value and Growth Are Attached at the Hip (dividendgrowthinvestor)
  10. Bill Miller 4Q 2020 Market Letter (Miller Value)
  11. Is Value Investing Dead? Not So Fast, Says A Recent Study (Forbes)
  12. Why Rookie CEOs Outperform (Harvard Business Review)
  13. 5 Investing Insights from Charlie Munger (2020) (behavioralvalueinvestor)
  14. 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021? (thetwentyminutevc)
  15. Rob Arnott On Why Value Investing Is Here to Stay (Rob Arnott)
  16. The Best Time to Invest in Value (Validea)
  17. Wall Street Is the Most Bullish on Commodities in a Decade (Bloomberg)
  18. Stocks enter the manic, exuberant bull market stage, but that doesn’t mean it’s near ending (CNBC)
  19. Warren Buffett’s Equity Bond Method Explained (vintagevalueinvesting)
  20. Finding Value In The Stocks 2020 Left Behind (boyarvaluegroup)
  21. Kamala Harris’ top economic advisor is another BlackRock exec (New York Post)
  22. Bitcoin rally may be the ‘mother of all bubbles’ says BofA (CNN)
  23. Warren Buffett’s Latest Challenger Will Fizzle Like the Rest (Wall Street Journal)
  24. ‘Big Short’ investor Michael Burry predicts Tesla stock will collapse like the housing bubble: ‘Enjoy it while it lasts’ (Business Insider)
  25. Tom Brady Is 43. He’s Playing Like He’s 28. (Wall Street Journal)
  26. Rental Home Construction Climbs as Purchase Prices Surge (Wall Street Journal)
  27. Earnings Season Is About to Begin. Investors Are Already Looking Past it. (Barron’s)
  28. Oldies but Goodies: Some Century-Old Stocks Still Deliver (Barron’s)
  29. This Is What’s Driving Stocks to Records as the Nation Reels (Barron’s)
  30. Tiny Satellites Will Connect Cows, Cars and Shipping Containers to the Internet (Wall Street Journal)

Be in the know. 10 key reads for Friday…

  1. The Unbeatable Ed Hyman (Institutional Investor)
  2. Peak Oil? Drivers—and Voters—Could Delay It for Years (Wall Street Journal)
  3. Pfizer–BioNTech vaccine appears to protect against U.K. and South African COVID-19 strains in lab, study finds (MarketWatch)
  4. 10 stock picks in the industry that are pegged to economic reopening (Business Insider)
  5. Saudi Prince Hits a New Year Reset by Making Allies Not Enemies (Bloomberg)
  6. A Case to Buy Regeneron Stock After Its Recent Tumble (Barron’s)
  7. Rotation is picking up speed, December fund flow data show (MarketWatch)
  8. Big Oil and Shale Producers Ride Crude Price Run-Up (Barron’s)
  9. JPMorgan Chase Gets Two Upgrades Before Earnings Next Week (Barron’s)
  10. Opinion: Here’s why you should remain bullish on the stock market (MarketWatch)