Be in the know. 20 key reads for Wednesday…

  1. New U.S. Coronavirus Cases Slip to Lowest Since Late June (Wall Street Journal)
  2. A Third of People Tested in Bronx Have Coronavirus Antibodies (Wall Street Journal)
  3. 8 Restaurant Stocks That Are Worth the Risk (Barron’s)
  4. Former GE CEO Jeff Immelt Buys Up Bloom Energy Stock (Barron’s)
  5. Fund managers are more optimistic on stocks than any time since the pandemic began (MarketWatch)
  6. U.S. tells universities to shed China share holdings ahead of potential delisting: report (MarketWatch)
  7. The Next Stimulus Bill Still Hasn’t Arrived. Why the Market Doesn’t Care (Barron’s)
  8. Fund Managers Believe This Is a Whole New Cycle (Institutional Investor)
  9. Oracle’s Ellison steps out of character with approach for TikTok (Financial Times)
  10. Investors increasingly unsettled by ‘overvalued’ markets (Financial Times)
  11. 4 Top Companies Benefit From More Americans Driving on Vacation This Summer (24/7 Wall Street)
  12. Warren Buffett’s $113 billion Apple stake and $147 billion cash pile now account for over half of Berkshire Hathaway’s entire market value (Business Insider)
  13. The narrative driving markets is about to get challenged on Wednesday ⁠— here’s why (MarketWatch)
  14. Target reports a monster quarter — profits jump 80%, same-store sales set record (CNBC)
  15. Jim Cramer: A U.S. dollar rally might be in the cards, according to the charts (CNBC)
  16. Democrats, GOP Probe for a Path Forward on Stimulus Talks (Bloomberg)
  17. Trump Team Sees Path to Pared-Down $500 Billion Stimulus Deal (Bloomberg)
  18. Walmart Flexes Its Scale to Power Through Pandemic (Wall Street Journal)
  19. Simon, the Biggest U.S. Mall Owner, Shows Two Sides: Innovator and Traditionalist (Wall Street Journal)
  20. The ‘Everything Bubble’ Isn’t Everything, and Maybe Not Even a Bubble (Wall Street Journal)

Be in the know. 10 key reads for Tuesday…

  1. Big Deals Return as Mergers Show Signs of a Rebound. Here’s Why. (Barron’s)
  2. Oracle (Yes, Oracle) Reportedly Enters Bidding for TikTok’s U.S. Unit (Barron’s)
  3. The Storied French Brand Delage Returns, Aiming at Both Road and Track (Barron’s)
  4. Worried About Inflation? Bonds and Gold Don’t Care (Bloomberg)
  5. Walmart second-quarter results crush estimates, as e-commerce sales jump 97% (CNBC)
  6. Home Depot quarterly sales soar 23% as consumers take on more DIY projects in pandemic (CNBC)
  7. Kohl’s shares jump as quarterly sales hold up better than expected in pandemic (CNBC)
  8. Wealthier parents are more likely to send their kids back to physical classrooms — here’s why (MarketWatch)
  9. Bank of America Clients With $489 Billion Finally Trust This Bull Market (Bloomberg)
  10.  Gilead announces another cancer deal (MarketWatch)

Be in the know. 10 key reads for Monday…

  1. Cyclical Stocks Are Leading the Latest Leg of the Market’s Recovery (Wall Street Journal)
  2. Goldman Boosts S&P 500 Target by 20% as Strategists Catch Up (Bloomberg)
  3. Markets should be pricing in would-be Biden win already — they’re not (New York Post)
  4. Home Depot Braced for Covid Pain—Then Americans Remodeled (Wall Street Journal)
  5. Low Rates Push Homebuilder Optimism to Highest Since 1998 (Bloomberg)
  6. PBOC Adds Cash to Ease Liquidity Stress With Rate Unchanged (Yahoo! Finance)
  7. Oil Flows. The Energy Report (Price Group)
  8. 6 Stocks to Buy Now That Should Capitalize on the Economic Recovery (24/7 Wall Street)
  9. Stock Rally Gives Commodities New Shine (Wall Street Journal)
  10. Interior Secretary to Approve Oil Drilling Program in Alaska’s Arctic Refuge (Wall Street Journal)

Be in the know. 20 key reads for Sunday…

  1. Speculation & Innovation: The long history of electric cars (Investor Amnesia via The Big Picture)
  2. Top 10 Yachts Scheduled To Be At The Upcoming 2020 Cannes Yachting Festival (Forbes)
  3. The Master and the Prodigy (Project Syndicate)
  4. DOLLY PARTON Steers Her Empire Through the Pandemic — and Keeps It Growing (Billboard)
  5. Hedge Fund and Insider Trading News: John Thaler, Jim Simons, Jeffery Smith, Ray Dalio, Red Rock Resorts Inc (RRR), Zoom Video Communications Inc (ZM), and More (Insider Monkey)
  6. Another Roaring Twenties May Be Ahead (Yardeni)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. The 22 most expensive houses in the world (James Edition)
  9. The 2020 Ferrari F8 Spider Is a 710-Horsepower Smile Generator (Men’s Journal)
  10. Here’s How Well A 2021 Ford Bronco Sport Can Go Off-Road In The Toughest Terrain In America (Digg)
  11. Principles for Building Better Health Insurance (Manhattan Institute)
  12. The 1918 Flu Faded in Our Collective Memory: We Might ‘Forget’ the Coronavirus, Too (Scientific American)
  13. In coronavirus housing market, ‘better to be seller than buyer’ (Fox Business)
  14. The Economics of Gods and Mortals (NPR Planet Money)
  15. Think the Founding Fathers Were a Bunch of Old Men? Think Again (How Stuff Works)
  16. We Flattened the Curve. Our Kids Belong in School. (The Atlantic)
  17. Over 100 AMC Movie Theaters Reopen Aug. 20 (PC Mag)
  18. Yachting Vacations Are More Convenient and Affordable Than You Think (Just Luxe)
  19. Here’s One Way to Make Fusion Reactors Much Better (Popular Mechanics)
  20. “She Sticks Her Finger Right Into the Socket”: How ‘Ozark’ Star Julia Garner Became a Scene-Stealer and Emmy Favorite (Hollywood Reporter)