Be in the know. 15 key reads for Thursday…

  1. Don’t Be So Quick to Vote Out Financials (Wall Street Journal)
  2. Jeff Bezos Sells Another $3B Worth Of Amazon Shares (Yahoo! Finance)
  3. Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic (Institutional Investor)
  4. AstraZeneca-Oxford Covid Vaccine on Track for Year End, CEO Says (Bloomberg)
  5. These 7 ‘deeply out of favor stocks’ are worth a look right now, says contrarian manager (MarketWatch)
  6. Invesco Adds Trian’s Nelson Peltz and Two Others to Its Board. Here’s Why That’s Important. (Barron’s)
  7. What To Know About Investing Today, According To Joel Greenblatt (Barron’s)
  8. When the Election Could Be Decided, and Why Stocks Are Rising Now (Barron’s)
  9. Uber and Lyft Drivers in California Will Remain Contractors (New York Times)
  10. A split Congress will be ‘excellent’ for the economy and stock market, Wharton Professor Jeremy Siegel says (Bussiness Insider)
  11. Amid U.S. election uncertainty, Fed likely to lay low this week (Reuters)
  12. Stock futures jump as potential Washington gridlock signals less regulatory risk (Reuters)
  13. COVID-19 Vaccines To Generate over $10B Annual Revenue, Analyst Say (Benzinga)
  14. Oil and gas groups buoyed by fading fears of US ‘blue wave’ (Financial Times)
  15. Crude Inventory Data Shows Surprise Draw of 8 Million Barrels Last Week (Street Insider)

The “Knee Jerk” Stock Market (and Sentiment Results)…

It has been a whirlwind 48 hours.  Since there is so much to discuss regarding the election and its implications, the stock market outlook, and the initial knee-jerk reaction of the stock market, I thought it would be more helpful to put the majority of this week’s article in video than print (so I could cover more ground in a shorter period of time). Continue reading “The “Knee Jerk” Stock Market (and Sentiment Results)…”

Be in the know. 10 key reads for Wednesday…

  1. It Could Take Days For a Presidential Winner to be Declared (Barron’s)
  2. Stock-market hope for a ‘blue wave’ Election Day outcome washes out (MarketWatch)
  3. China services-sector gauge rises in October (MarketWatch)
  4. Should You Start Rotating Your Portfolio? Not Because of the Election (Wall Street Journal)
  5. Kanye West concedes presidential race — but already has sights on 2024 (New York Post)
  6. JPMorgan quant guru Marko Kolanovic accuses his own peers of political bias, report says (Business Insider)
  7. U.S. banks see several allies returned to key congressional seats (Reuters)
  8. Kudlow says another economic shutdown ‘won’t work’ despite coronavirus spike (Fox Business)
  9. Natural-Gas Drillers Outshine Oil Peers as Covid-19 Surges (Wall Street Journal)
  10. Saudis, Other OPEC Producers Consider Deeper Cuts Amid Pandemic (Wall Street Journal)

Be in the know. 25 key reads for Election Day…

  1. Here’s How Much You Would Pay Under Biden’s and Trump’s Tax Plans (Barron’s)
  2. JPM Downgrades Tech Sector For The First Time In Two Years: Here’s Why (ZeroHedge)
  3. Dish Offers Its Services to Military’s Proposed 5G Network Project (Wall Street Journal)
  4. Thriving New York Times, Fox News Ponder a Post-Trump Scenario (Bloomberg)
  5. Charts Traders Will Be Nervously Refreshing on Election Night (Bloomberg)
  6. What to Watch for on Election Night (Barron’s)
  7. Stocks for a Biden Win, a Trump Victory — and a Divided Government (Barron’s)
  8. Here’s What Happens to the Stock Market After a Presidential Election (Barron’s)
  9. Tech Stocks Are In Trouble No Matter Who Wins the Election. Why Biden Might Be Less Bad. (Barron’s)
  10. In a Contested Election, Investors Should Add Gold, Small-Cap Stocks, and Cyclicals to Their Playbook. (Barron’s)
  11. Here’s What a Covid-19 Vaccine Could Be Worth to Pfizer Stock (Barron’s)
  12. Results of Pennsylvania bakery’s cookie poll that called last three elections (New York Post)
  13. Which Stocks Will Benefit—and Which Ones Won’t—in Different Election Scenarios (Barron’s)
  14. Section 230 Is Only One Piece of the Puzzle (Barron’s)
  15. Berkshire Hathaway Earnings Are Coming. Here’s What to Expect. (Barron’s)
  16. Global oil benchmark rises back above $40 a barrel on hopes OPEC+ will keep lid on production (MarketWatch)
  17. 10-year Treasury yield climbs above 200-day moving average on election day (MarketWatch)
  18. Analysis: Investors brace for another wild ride on U.S. Election Night (Reuters)
  19. Shanghai halts $37bn Ant Group IPO, citing ‘major issues’ (Financial Times)
  20. Fed will try to keep focus on economy in post-election meeting (Financial Times)
  21. Shell upped to overweight and BP lifted to equal-weight at Morgan Stanley (MarketWatch)
  22. The stock market’s ‘presidential predictor’ forecasts a Biden win — but another measure moves back in Trump’s favor (MarketWatch)
  23. GOP pollster says the Trump-Biden race comes down to 3 states and Biden only needs to win 1 (CNBC)
  24. Market bull Tom Lee lists three popular election scenarios, predicts rally in each one (CNBC)
  25. Factories Bounce Back as Consumers Snap Up Goods (Wall Street Journal)