Be in the know. 12 key reads for Monday…

  1. Warren Buffett Signals Big Shift In Investing Stance As Berkshire Reports (Investor’s Business Daily)
  2. Americans saving record cash trove. Will they spend it? (USA Today)
  3. China’s factory deflation slows in July as recovery gains strength (Reuters)
  4. Pelosi, Mnuchin open door to narrower COVID-19 aid through 2020 (Reuters)
  5. Trump payroll tax executive order likely worth $1,200 per worker: Kudlow (Fox Business)
  6. Seres Therapeutics stock rockets nearly fourfold after positive Phase 3 data on treatment for colon infections (MarketWatch)
  7. Amazon and Mall Operator Look at Turning Sears, J.C. Penney Stores Into Fulfillment Centers (Wall Street Journal)
  8. Buffett Shows Faith in Berkshire With Record Stock Buybacks (Bloomberg)
  9. It has ‘never been easier to make money’ on small and midcaps, JPMorgan strategist says (CNBC)
  10. Goldman Sachs lifts 2021 US GDP forecast to 6.2% and predicts a COVID-19 vaccine will be ‘widely distributed’ by mid-2021 (Business Insider)
  11. Reopening stocks are set for a ‘monstrous rally’ next week, and these are the 6 stocks that could benefit, Fundstrat’s Tom Lee says (Business Insider)
  12. Barron’s Picks And Pans: Berkshire Hathaway, Estee Lauder And More (Yahoo! Finance)

Be in the know. 25 key reads for Sunday…

  1. Trump Orders Extended Jobless Benefits, Payroll Tax Deferral (Bloomberg)
  2. Warren Buffett’s Berkshire Shows Strong Investment Gains (Barron’s)
  3. Nikola Tesla Proved It Was Possible. Now Wireless Electricity Is a Reality. (Popular Mechanics)
  4. Buffett buys back record $5.1 billion in Berkshire stock as coronavirus hits operating earnings (CNBC )
  5. Playing The Natural Gas Bull Market (All Star Charts)
  6. ‘Succession’ Showrunner Hopes to Start Shooting Season 3 in New York Before Christmas (EXCLUSIVE) (Variety)
  7. From a $2.5 Million Ferrari to a $1.8 Million Porsche, These Coveted Collector Cars Are Heading to Auction (Robb Report)
  8. The Burger: How to Perfect an American Classic (Men’s Journal)
  9. ECRI Weekly Leading Index Update (Advisor Perspectives)
  10. Ben Affleck Writing, Directing Film About Making of ‘Chinatown’ (Variety)
  11. NHL roundup: No. 12 seeds Montreal, Chicago advance (OANN)
  12. 2020 Land Rover Defender 110 Review: Still The Best 4X4 By Far? (Forbes)
  13. Link between low Vitamin D levels, high COVID-19 infection risk established by Israeli researchers (FirstPost)
  14. ’80s Classic Knight Rider Will Ride Again With Help From James Wan (Gizmodo)
  15. The terrible tradeoff of keeping schools closed (AEI)
  16. What Is the Butterfly Effect and How Do We Misunderstand It? (How Stuff Works)
  17. The 45 Best Movies on Netflix Right Now (MentalFloss)
  18. Trump will require insurance companies to cover preexisting conditions (Fox Business)
  19. Love Guy Fieri? Follow his new ‘Flavortown’ meme accounts. (Mashable)
  20. Viking’s $50K World Cruise Takes You to 56 Ports and 27 Countries (JustLuxe)
  21. This Is What the F-35 of the Future Will Look Like (Popular Mechanics)
  22. The Ferrari F8 is the Example for Modern, Mid-Engine Supercars (Popular Mechanics)
  23. How David Einhorn Is Betting on Higher Inflation (CIO)
  24. Task force seeks tougher listing rules for Chinese companies (Pensions & Investments)
  25. Blackstone, Brookfield Among Firms Eyeing Indian Malls, ET Says (Bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Trump Says He’ll Order Unemployment Payments If Impasse Persists (Bloomberg)
  2. Stock-market expert sees a ‘monstrous’ rally taking hold next week, if one recent trend holds (MarketWatch)
  3. 3 Potential 2020 Election Outcomes—and What They Could Mean for Investors (Barron’s)
  4. Why Goldman Looks Golden (Barron’s)
  5. Time for Thinking (Howard Marks)
  6. The Ingredients For Innovation (Farnam Street)
  7. Intel CEO Robert Swan Bought Shares After They Plunged (Barron’s)
  8. Warren Buffett’s $50 Billion Decision (Forbes)
  9. A Generational Opportunity In Commodities? (The Felder Report)
  10. Corn Crops May Not Be Bountiful This Fall. Corn Prices Are Rising. (Barron’s)
  11. New Chapter in U.S.-China Ties Marked by Confrontation (Wall Street Journal)
  12. Dwayne ‘The Rock’ Johnson wants to tap the XFL’s reality-TV potential (New York Post)
  13. Democrats challenge Kanye West’s bid to get on Wisconsin ballot (Financial Times)
  14. President Plans Order to Require Pre-Existing Condition Coverage (Bloomberg)
  15. Air Force One’s Successor Could Go 5x the Speed of Sound (Futurism)
  16. Mike Novogratz on Bitcoin, Macro Trading, Ayahuasca, Redemption, and More (#451) (The Tim Ferriss Show)
  17. Cult figure of investing one of few to grasp early promise of internet stocks (Financial Times)
  18. Why Housing Could Be One of the Best-Performing Asset Classes of the 2020s (A Wealth of Common Sense)
  19. Ben Graham’s 3 Secrets to Living A Good Life (Safal Niveshak)
  20. An Analysis of “Testing Benjamin Graham’s Net Current Asset Value Strategy in London” (Global Investing Insight)

Be in the know. 20 key reads for Friday…

  1. Why Mega-Cap Defense Stocks May Be the Best Idea for the Rest of 2020 (24/7 Wall Street)
  2. Employment in U.S. Increased by More Than Forecast in July (Bloomberg)
  3. Berkshire Hathaway Showing Signs of an Appetite Ahead of Earnings Report (Bloomberg)
  4. Schlumberger Stock Has Tumbled, but Director Mark Papa Just Scooped Up Shares (Barron’s)
  5. NYSE Owner Buys Mortgage-Software Firm Ellie Mae From Thoma Bravo for $11 Billion (Barron’s)
  6. Trump Order Targets Chinese Internet Giants TikTok, WeChat (Barron’s)
  7. A Covid Vaccine Could Be Ready Sooner Than You Think (Barron’s)
  8. Costco Same-Store Sales Climbed Again in July (Barron’s)
  9. A bullish ‘golden cross’ forms in the Dow industrials (MarketWatch)
  10. Meet Kanye West’s presidential running mate, Michelle Tidball (New York Post)
  11. Europe’s banks surprise markets with a strong quarter. (CNBC)
  12. OPEC’s second largest member just made its biggest commitment to curb crude production this month (Business Insider)
  13. People Are Flying Again—But Only for Cheap Vacations (Wall Street Journal)
  14. Pfizer (PFE) Announces Agreement with Gilead (GILD) to Manufacture Remdesivir for Treatment of COVID-19 (Street Insider)
  15. Rocket Companies jumps as much as 26% in its first day of public trading (Business Insider)
  16. Billionaire investor Howard Marks says the Fed’s emergency relief efforts saved the US from depression — but warns of long-term inflationary risk (Business Insider)
  17. Why the best way to play an economic recovery is to load up on industrial stocks, according to a Wall Street stock chief (Business Insider)
  18. New York exodus accelerating at ‘substantial’ pace, local movers say (Fox Business)
  19. New York City Comedy Clubs Move Laughs Outdoors (Wall Street Journal)
  20. Power Outages From Tropical Storm Isaias Could Last for Days (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Better than Expectations: U.S. weekly jobless claims total 1.186 million, vs 1.423 million expected (CNBC)
  2. White House threatens executive action if it fails to reach coronavirus relief deal with Democrats (CNBC)
  3. Here’s How Congress Could Cripple a Faltering Recovery (Barron’s)
  4. President Trump Says He Supports Additional $25 Billion in Aid to Airline Industry (Barron’s)
  5. Novavax Stock Soars. Analysts Say Its Covid-19 Vaccine Might Be the Best. (Barron’s)
  6. Most S&P 500 Companies Have Reported Second-Quarter Earnings. Here’s What We’ve Learned So Far. (Barron’s)
  7. The market is underpricing the possibility of a vaccine, Goldman Sachs strategists say (MarketWatch)
  8. Brazil central bank cuts key rate to record low (MarketWatch)
  9. Oil Stocks are Surprising Winners (Barron’s)
  10. Millennials are snatching up ‘cheap old houses’ via Instagram (New York Post)
  11. Quicken Loans Parent Prices IPO at $18 (Wall Street Journal)
  12. Instagram’s Short-Video Feature Reels Debuts in U.S. as Threats to TikTok Mount (Wall Street Journal)
  13. Teva Pharmaceutical: Value at Last (Wall Street Journal)
  14. Deadline Nears for Stimulus Talks With Wide Gap Between Parties (Bloomberg)
  15. Barclays analyst breaks down why Pioneer is a top pick in the slumping oil sector (Business Insider)
  16. Why Devon Energy Stock Could Rise Another 50% to 75% Higher Into 2021 (24/7 Wall Street)
  17. COVID-19 vaccine approval could stall tech stocks boom: Goldman (Reuters)
  18. HollyFrontier posts smaller-than-feared loss as demand picks up (Reuters)
  19. States demand Iasias response probes as nearly 2 million are still without power (Fox Business)
  20. Jeff Bezos Sells Another $3B Worth Of Amazon Shares (Benzinga)