Be in the know. 30 key reads for Saturday…

  1. This respected market-timing model just flashed a bullish four-year outlook for stocks (MarketWatch)
  2. Kanye West Vaults From Broke to Billions With Yeezy in Demand ()
  3. It’s the Physical Market That’s Broken, Not the Futures (Futures)
  4. As States Reopen, Hold Your Breath (Investors Business Daily)
  5. Stocks Could Gain 15% in the Next Year, Experts Say (Barron’s)
  6. Yes, Stocks Have Rallied. Just Don’t Get Complacent. (Barron’s)
  7. Covid Is Changing How We Eat. These Food Stocks Are Benefiting the Most. (Barron’s)
  8. Is That Jerry Jones on a…Yacht? Riding the Seas of the NFL’s ‘Virtual’ Draft. (Wall Street Journal)
  9. 4 ‘Oily Industrial’ Stocks to Buy After Oil’s Collapse (Barron’s)
  10. The Shock of Subzero Oil Will Shake the U.S. Energy Industry. 4 Stocks Worth a Look. (Barron’s)
  11. The Oil Market Has Gotten Weird. Here’s How Investors Can Make Sense of It. (Barron’s)
  12. Mnuchin Says Federal Government Might Take Stakes in Energy Companies (Barron’s)
  13. Trump pulls punches and clings to his China trade deal as backlash against Beijing grows (CNBC)
  14. Some Oil Producers Have Secret Weapon in Hedging (Wall Street Journal)
  15. Gilead Poised to Upend Market With Its First Covid-19 Study Data (Bloomberg)
  16. Mortgage bailout balloons by half a million more loans in one week (CNBC)
  17. Saudis Begin Curbing Oil Output Ahead of OPEC+ Start Date (Bloomberg)
  18. Famed ‘Big Short’ investor Steve Eisman explains why he’s betting big on major US banks (Business Insider)
  19. “Without Them, I Don’t Know What We’d Do” (Vanity Fair)
  20. Why stocks rebound before the economy (USA Today)
  21. ‘Capitalism as we know it will likely be changed forever’ and 9 other lasting implications of coronavirus, according to billionaire Leon Cooperman (MarketWatch)
  22. In the Coronavirus Era, the Force Is Still With Jack Dorsey (Vanity Fair)
  23. Why We Focus on Trivial Things: The Bikeshed Effect (Farnam Street)
  24. Apple Aims to Sell Macs With Its Own Chips Starting in 2021 (Bloomberg)
  25. Which Kind of Investor Could You Aspire to Be: Graham, Fisher, Lynch, Greenblatt, or Marks? (Focused Compounding)
  26. Bill Miller 1Q 2020 Market Letter (Miller Value)
  27. Facebook Announces Video Calls for Up to 50 People – Zoom Shares Tank (TheStreet)
  28. Autocrats see opportunity in disaster (The Economist)
  29. Will Coronavirus Wreck The Classic Car Market? (ZeroHedge)
  30. Change in Electricity Consumption (The Reformed Broker)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 27

Article referenced in VideoCast above:

The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)…

Be in the know. 10 key reads for Friday…

  1. U.S. Stock Futures Climb on More Coronavirus Aid (Barron’s)
  2. Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance)
  3. How Tanker Companies Like Teekay Are Profiting From the Oil Glut (Barron’s)
  4. This Famous Poker Player Can Help Investors Play a Tough Hand (Barron’s)
  5. Mustang Cobra Jet destroys quarter mile at 170 mph, all electric (USA Today)
  6. Don’t Try to Prepare for the Next Black Swan. You Can’t. (Wall Street Journal)
  7. Chesapeake Adopts Poison Pill After Shares Drop on Oil Rout (Yahoo! Finance)
  8. Oil world zeroes in on Cushing, Oklahoma (Financial Times)
  9. Hedge Funds’ Favorite Stocks Were Hit Hardest in the Coronavirus Crash (Institutional Investor)
  10. Oxford scientists reveal coronavirus vaccine timeline as human trial begins (MarketWatch)

Be in the know. 20 key reads for Thursday…

  1. The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)… (ZeroHedge)
  2. Target says same-store sales rose more than 7% so far in first quarter as digital sales double (CNBC)
  3. Stocks Still Make Sense for The Long Term (Barron’s)
  4. The Next Coronavirus Package Might Not Pass Until June (Barron’s)
  5. Restaurant Chains Received Many of the Biggest Paycheck Protection Loans (Barron’s)
  6. Texas Instruments Bets Big on Shelf Life (Wall Street Journal)
  7. Private Equity to Get Squeezed Out of Another Stimulus Program (Bloomberg)
  8. Kuwait Cutting Oil Output Ahead of Schedule, Minister Says (Bloomberg)
  9. Germophobes Shunning Public Transit Give Carmakers a Bit of Hope (Bloomberg)
  10. Harvard Professor Reaps 17,000% Return on Early Moderna Bet (Bloomberg)
  11. Hot Pharma Stock Rallies After Strong Earnings (Investor’s Business Daily)
  12. What to Watch: The Return of Michael Jordan, the End of ‘Homeland’ (Wall Street Journal)
  13. 565 Americans Have Lost Their Job For Every Confirmed COVID-19 Death In The US (ZeroHedge)
  14. Las Vegas Sands predicts speedy recovery in Asia on pent-up gambling demand (StreetInsider)
  15. RBC Capital Handicaps Gilead Sciences (GILD) Upcoming Remdesivir Data (StreetInsider)
  16. 5 Buy-Rated Oil Stocks Trading Under $10 With Massive Upside Potential (24/7 Wall Street)
  17. Steve Forbes: How Trump can help our oil industry now and skip Pelosi’s stall tactics (Fox Business)
  18. The Curious Case of Dmitry Balyasny (Institutional Investor)
  19. The Chinese Trick That Could Save Oil (Yahoo! Finance)
  20. Oil jumps 25%, extending Wednesday’s rally as traders bet on US production cuts (CNBC)