Tag: StockMarket

Be in the know. 20 key reads for Tuesday…

  1. US banks in line for windfall after Covid-19 vaccine progress (Financial Times)
  2. Berkshire Appears to Have Sold $4 Billion of Apple Stock in Third Quarter (Barron’s)
  3. Pfizer’s Vaccine News Sends Stock Market’s Biggest 2020 Losers Soaring (Barron’s)
  4. Eli Lilly Covid Antibody Drug Gets Emergency FDA Clearance (Bloomberg)
  5. EU hits Amazon with antitrust charges for distorting competition in online retail markets (CNBC)
  6. Homebuilder DR Horton posts 81% sales spike (Fox Business)
  7. Vaccine Has Wall Street Ready to Suit Back Up (Wall Street Journal)
  8. Bank Stocks Break Out on Upbeat Covid-19 Vaccine Data (Barron’s)
  9. CureVac’s stock is up 8% as it shares additional Phase 1 data about its COVID-19 vaccine candidate (MarketWatch)
  10. Ulta Beauty shop-in-shops coming to 100 Target stores in 2021 (MarketWatch)
  11. While the Pandemic Wrecked Some Businesses, Others Did Fine. Even Great. (New York Times)
  12. Pfizer, Eli Lilly Breakthroughs Provide Hope for Ending Pandemic (Bloomberg)
  13. Stanley Druckenmiller says he wouldn’t want to be short market, sees stock rotation continuing (CNBC)
  14. 12 Stocks Are Still Cheap After Huge Vaccine And Election Rally (Investor’s Business Daily)
  15. Boeing (BA) Surges on Vaccine News and Likely 737 MAX Ungrounding (streetinsider)
  16. Pfizer COVID-19 vaccine could be given by the end of the year, says Fauci (MarketWatch)
  17. Why Vaccine News Is Such Good News for GE Stock (Barron’s)
  18. Want to travel at 600 mph in a tube? It could happen (USA Today)
  19. Here are the 2 big signals that stocks need to keep moving higher, says Credit Suisse’s top equity strategist (MarketWatch)
  20. Small caps break to record high for first time since 2018 (CNBC)

Be in the know. 10 key reads for Monday…

  1. Pfizer’s Covid Vaccine Prevents 90% of Infections in Study (Bloomberg)
  2. Pfizer, BioNtech say Covid-19 vaccine is 90% effective (CNBC)
  3. A 30-Year Look At Value Vs Growth (ETF.com)
  4. Homebody in a Hoodie: Hedge Fund Founder Builds Quant Paradise (Bloomberg)
  5. Berkshire Hathaway Is Increasingly Betting on Itself. That Should Cheer Shareholders. (Barron’s)
  6. A ‘growth bomb’ is brewing in the US with consumers sitting on $2.5 trillion in savings — and it’s poised to give the economy a huge boost, one Wall Street chief strategist says (Business Insider)
  7. Warren Buffett’s Berkshire Hathaway swings back into action, spending a net $4.8 billion on stocks and a record $9 billion on buybacks in the 3rd quarter (Business Insider)
  8. Biden and transition team ready to move on cabinet picks (Financial Times)
  9. Rebounding Corporate Profits Fortify Stock Market Rally (Wall Street Journal)
  10. The Cure for Oil. The Energy Report 11/09/2020 (Phil Flynn)

Be in the know. 12 key reads for Sunday…

  1. Kamala Harris Makes History: What The First Female Vice President-Elect Means For Women (Forbes)
  2. America’s Richest Self-Made Women (Forbes)
  3. Ray Dalio on the Decline of Real Interest Rates (Podcast) (Bloomberg)
  4. Here’s What A Biden Presidency Means for You. (Barron’s)
  5. S&P 500 Post-Election Year Seasonal Pattern (Almanac Trader)
  6. Winners and Losers During Trump’s Presidency (Bespoke)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. Behind the Wheel of The Completely Insane $2.4 Million Pagani Huayra Roadster (Maxim)
  9. klein vision releases video of the maiden flight of its transforming AirCar (designboom)
  10. Ferrari F40 vs. McLaren P1 Drag Race Shows What a Difference 25 Years Can Make (thedrive)
  11. 20 Things Most People Learn Too Late In Life (medium)
  12. Michael Mauboussin On Valuing Intangible Assets (Podcast) (Bloomberg)

Be in the know. 25 key reads for Saturday…

  1. Bill Miller: There’s a lot to buy out there: Legendary investor Bill Miller (CNBC)
  2. Why the election result is the ‘best of both worlds’ for stocks, according to JPMorgan’s quant guru (Business Insider)
  3. Can Warren Buffett Forecast the Stock Market? (Morningstar)
  4. If you had to own one company for a generation.. (dividendgrowthinvestor)
  5. DuPont Is Materially Undervalued (Morningstar)
  6. Common Probability Errors to Avoid (Farnam Street)
  7. Traveling Back in Time: Historical Resources (investoramnesia)
  8. GAMCO CEO Mario Gabelli on how he’s assessing the micro and macro landscape (CNBC)
  9. Are Value Investors Just Missing Growth Stocks? (behavioralvalueinvestor)
  10. Long Term + Value = Winning Potential (Miller Value)
  11. Why Millennials Should Own Value Stocks (Oakmark)
  12. Dot-Com Redux: Is This Tech “Bubble” Different? (CFA Institute)
  13. Reminiscences of a Stock Operator by Edwin Lefèvre (novelinvestor)
  14. Factored In? (humbledollar)
  15. Berkshire Buybacks Hit Record $9 Billion in Third Quarter. Operating Earnings Miss Mark. (Barron’s)
  16. No Stimulus? This Expansion Still Looks Self-Sustaining, Says One Economist (Barron’s)
  17. Here’s a Timeshare Pitch That’s Worth a Listen: The Investment Case for Marriott Vacations (Barron’s)
  18. Apollo Could Thrive With or Without CEO Leon Black. What’s at Stake for Investors. (Barron’s)
  19. Opinion: How sharp investors use a CEO’s annual shareholder letter as a secret door to superior stocks (MarketWatch)
  20. Opinion: This veteran stock investor is sticking to his strategy no matter who wins the 2020 presidential election (MarketWatch)
  21. Matthew McConaughey and the Art of Livin’ (Vanity Fair)
  22. The president for the next four years gets a surprisingly strong jobs market (CNBC)
  23. The Last 4 Days Show Nice Momentum (quantifiableedges)
  24. Intel’s Success Came With Making Its Own Chips. Until Now. (Wall Street Journal)
  25. Dish Network Stems Pay-TV Defections (Wall Street Journal)