Be in the know. 12 key reads for Friday…

  1. Here’s what the Fed will do next, according to a Goldman Sachs economist (MarketWatch)
  2. BAE Systems Stock Should Be on Investors’ Radar. Here’s Why. (Barron’s)
  3. The Market May Have Gotten Ahead of Itself. But Cyclicals Still Look Cheap. (Barron’s)
  4. Sales Challenges Prove that Luxury Carmakers Aren’t Covid-Immune (Barron’s)
  5. Tesla’s Elon Musk just scored this massive payday (Fox Business)
  6. The Dirty Secret of Asset Management: It’s Doing…Okay? (Institutional Investor)
  7. How investors learnt to love the rally in stocks (Financial Times)
  8. Alan Jackson is the latest country star to play outdoor drive-in concerts (USA Today)
  9. Scientists Question Study Linking Malaria Drugs to Covid Risks (Bloomberg)
  10. Americans Have Stopped Thinking the Economy Is Getting Worse (Bloomberg)
  11. Sweden’s Economy Grew Last Quarter, Adding to Covid-19 Debate (Bloomberg)
  12. Mnuchin’s $29 Billion Loan Fund Untapped as Airlines Eye Rebound (Bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Boeing Restarts 737 Max Production As Massive Job Cuts Detailed (Investor’s Business Daily)
  2. The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)… (ZeroHedge)
  3. Vacation rentals around the world have jumped 127% since early April in a sign that people are slowly starting to travel again (Business Insider)
  4. Why Ackman Sold His Berkshire Hathaway Stake (Barron’s)
  5. Regal Owner Cineworld to Reopen Cinemas in July. That’s Not The Only Reason The Stock Is Soaring. (Barron’s)
  6. Battered Delta Stock Could Take Off. Here’s How to Play It. (Barron’s)
  7. Papa John’s second record sales month sends stocks soaring (New York Post)
  8. Apple Lands Martin Scorsese Movie Starring Leonardo DiCaprio and Robert DeNiro (Wall Street Journal)
  9. Facebook’s Mark Zuckerberg on Twitter fact-checking Trump: Companies shouldn’t serve as ‘arbiter of truth’ (USA Today)
  10. Roche Partners With Gilead in Covid Trial of Drug Combination (Bloomberg)
  11. Jamie Dimon Captures the Stock Market Moment (Bloomberg)
  12. With M&A Dead, Wall Street Bankers Keep Busy With Stock Sales (Bloomberg)
  13. Jobless claims rise over 2 million again but data offer glimmer of hope (MarketWatch)
  14. Bank of America CEO Brian Moynihan says U.S. economy starting to ‘come out of the hole’ (CNBC)
  15. Dollar General (DG) Tops Q1 EPS by 86c, Same-Store Sales Increased 21.7% (Street Insider)
  16. Toll Brothers (TOL) Tops Q2 EPS by 11c (Street Insider)
  17. 4 Dow Stocks to Buy Now That Have Lagged the Huge Rally (24/7 Wall Street)
  18. Ex-White House adviser Gary Cohn: Congress must act to help US recovery (Fox Business)
  19. Zuckerberg and Dorsey clash as Trump order looms (Financial Times)
  20. Hedge Funds Said One Thing. Their Portfolios Show Another. (Institutional Investor)

Be in the know. 20 key reads for Wednesday…

  1. 33 Stocks That Will See Strong Earnings Growth This Quarter (Barron’s)
  2. European stocks climb as investors eye bigger-than-expected EU stimulus plan (MarketWatch)
  3. Burger King debuts giant crowns to encourage social distancing (New York Post)
  4. Why Dollar Tree and Family Dollar Stock Are Buys Right Now (Barron’s)
  5. Fed should lift caps to buy as much corporate bond ETFs as it wants, says BofA (MarketWatch)
  6. 13 Deeply Discounted Dividend Stocks to Play in a Recovery (Barron’s)
  7. 15 Cheap Stocks Growing Fast Enough to Avoid Value Trap (Barron’s)
  8. Europe Is Subsidizing Millions of Paychecks. Companies Want to Keep It That Way, for Now. (Wall Street Journal)
  9. Distressed Real Estate Market Beckons Opportunistic Buyers (New York Times)
  10. KFC tests a new chicken sandwich (USA Today)
  11. Mortgage demand from homebuyers shows strong and unexpectedly quick recovery (CNBC)
  12. Jay Leno: What it’s like to drive the Tesla Cybertruck—from ‘instant acceleration’ to how the interior feels (CNBC)
  13. A top Trump economic adviser says the White House is considering offering ‘back to work’ cash bonuses for unemployed Americans ) (Business Insider)
  14. Cuomo to press Trump on reviving U.S. economy with roads, bridges in White House meeting (Reuters)
  15. Ross to Bartiromo: Trump mulling ‘menu’ of action against China over Hong Kong (Fox Business)
  16. Top-rated companies raise $1tn to fill ‘war chests’ (Financial Times)
  17. Boeing and Airbus Study How Coronavirus Behaves During Air Travel Wall Street Journal)
  18. This is the time for active managers to shine, Goldman notes. How — and what — are they doing? (MarketWatch)
  19. Airline stocks soared as much as 16% Tuesday — here are Wall Street’s favorites (MarketWatch)
  20. Gilead Sciences Stock Is Moving Back Into Favor (MarketWatch)

Be in the know. 10 key reads for Tuesday…

  1. Wall Street’s 6 Favorite Defense Stocks for Memorial Day (Barron’s)
  2. Small caps outperform after recessions, so ‘you have history on your side,’ money manager says (CNBC)
  3. Global Stocks Rally on Recovery Hopes and Vaccine News (Barron’s)
  4. Mike Tyson nears boxing return as another $20 million opportunity emerges (New Yoork Post)
  5. Classic Car Auctions Upended by Coronavirus (New York Times)
  6. Oil Gains on Optimism Market May Balance in Coming Weeks (Bloomberg)
  7. Six Flags’ stock surges after plan to reopen first theme park on June 5 (MarketWatch)
  8. What Hedge Funds Own – and What It Says About the Market (Barron’s)
  9. Stanley Ho, ‘King of Gambling’ Who Built Macau, Dies at 98 (Bloomberg)
  10. Square’s Co-Founder: A Recession Is a Great Time to Start a Company (Wall Street Journal)