Tag: Value Investor

Be in the know. 20 key reads for Saturday…

  1. OPEC+ Agrees to Extend Output Cuts as Quota Cheats Offer Penance (Bloomberg)
  2. Selloff reminiscent of an older bear market: Oakmark’s Nygren (CNBC)
  3. A Booming Stock Market Could Come Back to Bite the Recovery (Bloomberg)
  4. Can Big Business Fix Racial Injustice? It Has to Try. (Barron’s)
  5. 3 Stocks That Could Benefit When Dining Out Returns (Barron’s)
  6. Here are the 10 most under and overbought S&P 500 stocks, according to Goldman (MarketWatch)
  7. How the U.S. dollar’s ‘almost silent slide’ is juicing the stock-market rally (MarketWatch)
  8. These stocks rose by double digits Friday as underperforming sectors bounced back (MarketWatch)
  9. American Airlines stock adds to its tally of records with a weekly gain of over 75% (MarketWatch)
  10. Minneapolis-based U.S. Bancorp to spend over $115 million to address ‘economic and racial inequities’ (MarketWatch)
  11. Antibody Drugs Could Help Curb the Pandemic. What Investors Need to Know. (Barron’s)
  12. Occidental Stock Rockets 30% Higher (Barron’s)
  13. Amid U.S.-China Tensions, Active Managers Are Buying (Barron’s)
  14. U.S. Unemployment Rate Fell to 13.3% in May (Wall Street Journal)
  15. Home Prices Are Rising, Along With Post-Lockdown Demand (New York Times)
  16. Bears Thwarted Again by Stock Market That Believes in Recovery (Bloomberg)
  17. These 25 Photos Show Why Things Were Designed The Way They Were (Fetch Sport)
  18. Meet the estate agents turning themselves into superstars (Financial Times)
  19. The Art of Being Alone (Farnam Street)
  20. Jamie Dimon: Fed is bringing out the bazooka (YouTube)

The Morgan Wallen “Chasin’ You” Stock Market (and Sentiment Results)…

This week’s Stock Market theme song is Morgan Wallen’s “Chasin’ You.”  Managers who were dramatically underweight equities – and missed the rally – were reluctantly forced to succumb to Morgan’s lyrics this week. They scrambled to gain equity exposure and chased the stock market rally: Continue reading “The Morgan Wallen “Chasin’ You” Stock Market (and Sentiment Results)…”

The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)…

This week’s pick for “theme song of the week” – to embody the sentiment of the Stock Market – is Grace Potter’s “Falling or Flying.”  After a 6% intra-week drawdown last week, this week we’ve made up for lost ground, and more…

Continue reading “The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)…”

Be in the know. 10 key reads for Monday…

  1. 21 Cheap Stocks With Above-Average Growth Prospects (Barron’s)
  2. Global Stocks Advance on Signs of Slowing Virus as Powell Interview Adds Cheer (Barron’s)
  3. Moderna Reports Positive Vaccine News (Barron’s)
  4. Fed’s Powell tells ‘60 Minutes’ he’s not out of ammunition to fight the recession (MarketWatch)
  5. Work-from-home productivity pickup has tech CEOs predicting many employees will never come back to the office (MarketWatch)
  6. Barron’s Picks And Pans: Cisco, Gilead, Netflix, Wayfair And More (Yahoo! Finance)
  7. Hertz appoints new CEO to lead car rental giant (Fox Business)
  8. Dwayne ‘The Rock’ Johnson ‘very proud’ of his daughter joining WWE New York Post)
  9. Dan Bilzerian Pushes Party Brand From a Social Distance (Bloomberg)
  10. Brent at one-month high, U.S. oil tops $31 as restrictions ease (Street Insider)

Be in the know. 25 key reads for Saturday…

  1. Newly Flush PNC Could Kick Off the Next Round of Bank M&A (Barron’s)
  2. Oil Market Dazzled With a Swift Delivery of Supply Cuts (Bloomberg)
  3. Slash tax rate in half for corporations returning to US, White House adviser suggests (New York Post)
  4. McConnell says next stimulus must have coronavirus liability protections (New York Post)
  5. Appaloosa buys Twitter, Netflix stakes, exits Caesars, cuts Facebook position (TheFly)
  6. TSA Preparing to Check Passenger Temperatures at Airports Amid Coronavirus Concerns (Wall Street Journal)
  7. Wells Fargo Has Lost $220 Billion in Market Value Under Fed Cap (Bloomberg)
  8. Inside the Science and Companies Racing to Develop a Covid-19 Vaccine (Barron’s)
  9. John Malone Has a Great Investing Record. Here’s How to Play Along. (Barron’s)
  10. How Investors Should Evaluate Energy Bonds — And the Funds That Own Them (Barron’s)
  11. This Economist Sees a ‘Regime Change’ Favoring Stockpickers (Barron’s)
  12. Assessing the stock market after one of the fastest declines and subsequent comebacks in history (CNBC)
  13. On Furlough From the Kingdom, Disney Workers Try to Keep the Magic Alive (Wall Street Journal)
  14. Michael Jordan Didn’t Manage People, He Lit Them on Fire (Wall Street Journal)
  15. Car Makers See Chinese Market Picking Up (Wall Street Journal)
  16. Bill Murray drinks, jokes with Guy Fieri on Nacho Showdown: ‘Truth is, he’s a redhead’ (USA Today)
  17. Google Antitrust Lawsuit Being Drafted by U.S Justice Department (Bloomberg)
  18. Next coronavirus aid package expected to become reality ‘in June at the earliest,’ as House passes its bill (MarketWatch)
  19. Is this the pullback you’ve been waiting for? (QuantifiableEdges)
  20. JPMorgan Bets on a Dash for the Suburbs (Institutional Investor)
  21. What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense)
  22. Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double in 3 years (CNBC)
  23. Loeb’s Third Point Builds Stake in Disney, Exits Campbell Soup (Bloomberg)
  24. Saudi wealth fund snaps up $7.7bn of blue-chip stocks (Financial Times)
  25. How bank hedging jolted investors into talk of negative rates (Financial Times)