Weekend 01/23 & 01/24
Goldman’s Clients Are Freaking Out About A Stock Bubble: Here Is The Bank’s Response – Zerohedge
Biden To Ban Travelers From South Africa After Fauci Flip-Flops On ‘Deadliness’ Of New Strains – Zerohedge
Five Reasons The SEC Should Approve Bitcoin ETFs – Zerohedge
Apple and Tesla earnings, along with the Fed and GDP will drive markets in the week ahead – cnbc
The stock market is at or near the most-expensive levels ever by most measures. When will it matter? – cnbc
The Vaccinated Class – nyt
Tech shares could retake market reins as earnings heat up – Reuters
Emerging Coronavirus Variants May Pose Challenges to Vaccines – nyt
The average American has $90,460 in debt—here’s how much debt Americans have at every age – cnbc
This Week in Earnings 20Q4 | Jan. 22 – lipperalpha.refinitiv
Friday 01/22
The Big Short Squeeze – Did Michael Burry Just Make A Killing In Gamestop? – Zerohedge
GameStop closes up 51% after chaotic day of trading – yahoofinance
Short Squeeze Sends GameStop Shares to 2007 Levels. What Happens Next – barrons
Bitcoin Surges As Microstrategy Buys Another $10 Million – Zerohedge
Biggest Crypto Fund’s 40% Premium Evaporates During Meltdown – Bloomberg
Historic Short-Squeeze Sends Gamestop To 8-Year Highs After “Angry Mob” Attacks Short-Seller – Zerohedge
GameStop soars nearly 70%, trading briefly halted amid epic short squeeze – cnbc
The Illusion Of Soaring Savings Amid Rising Economic Uncertainty – Zerohedge
Biden Expands Food Stamps, Moves To Raise Minimum Wage As Stimulus Battle Brews – Zerohedge
Boris Johnson says some evidence new Covid variant in the UK may be more deadly – cnbc
New UK Covid variant may be 30% more deadly, says Boris Johnson – guardian
Soaring Inflation & Supply-Chain Disruptions Spark ‘Surge’ In US PMIs – Zerohedge
Risk of a major correction is ‘really low,’ economic forecaster Lakshman Achuthan says – cnbc
Global stocks ease as gloomy data takes shine off U.S. stimulus hopes – Reuters
Italian Bonds Slide As Conte Said To Consider New Elections – Zerohedge
European stocks fall on travel curbs, weak business activity data – Reuters
Small EU Firms Hold Mountain Of Debt, Could Be Next Major Headache For Banks – Zerohedge
Euro zone business activity shrinks in January as lockdowns hit services – Reuters
Lockdown dampens German private sector activity in January – PMI – Reuters
German government sees 2021 GDP growth of 3% – Spiegel – Reuters
Hong Kong Imposes Unprecedented COVID Lockdown As China Scrambles To Protect Beijing – Zerohedge
Equities correction coming after ‘extreme’ rally, inflows: BofA – Reuters
Shanghai Stock Exchange moves to cool down trading of listed funds – Reuters
Biden is already facing pressure to scale back his $1.9 trillion Covid relief plan – cnbc
Thursday 01/21
Business Live – guardian
Watch Live: Lagarde Explains How Europe Will Recover Despite Surging Euro – Zerohedge
Domestic investment needed before new trade deals: U.S. Treasury pick Yellen – Reuters
Intel stock rises after strong earnings in the last quarter before new CEO takes over – cnbc
JPMorgan Tries To Slam Bitcoin Again, Fails Spectacularly – Zerohedge
Intel Shares Surge After Big Beat-And-Raise – Zerohedge
Meet The ETF That’s “Doubling Down” On Blank Check Companies And SPACs – Zerohedge
Tesla Slashes Prices In Europe As GM, Ford’s EV Plans Spark Wall Street’s Interest – Zerohedge
Oil Drillers Tumble: Biden Poised To Freeze Oil And Coal Leasing On Federal Land – Zerohedge
What 5 Billionaire Investors Really Think About the Soaring Stock Market – money
Ford shares on pace for best week since June on new products, earnings expectations – cnbc
No, There Was No Double-Spending In Bitcoin – Zerohedge
Bitcoin Breaks Below $32k As ETF Froth Evaporates – Zerohedge
Bitcoin falls more than 10 percent on fears of US crackdown – nyp
Stocks making the biggest moves in the premarket: Travelers, United Airlines, SolarEdge Technologies & more – cnbc
Record Wall Street Euphoria Is About To Trigger First BofA “Sell Signal” Since 2008 – Zerohedge
Jobless claims show modest decline as Congress works on more stimulus – cnbc
Lagarde says pandemic still ‘poses serious risks’ and the ECB stands ready to act – cnbc
Mercedes Unveils Electric SUV In EV Race Against Tesla, VW – Zerohedge
Millions of new investors piled into mainland Chinese stock markets in 2020 – cnbc
PBOC Injects The Most Liquidity In Four Months – Zerohedge
Biden Signs First 17 Executive Actions Starting With Mask Mandate, “Racial Equality” & Rejoining Paris Accord – Zerohedge
Asian stocks climb to record highs on Biden stimulus hopes – Reuters
Bank of Japan lifts next year’s growth forecast, saves ammunition as virus risks linger – Reuters
Wednesday 01/20
Business Live – guardian
Live updates: Biden imposes mask mandate on federal property, ends border wall construction – cnbc
Stocks making the biggest moves after hours: United, Discover Financial, Alcoa and more – cnbc
Stocks see biggest Inauguration Day pop since Reagan as Biden is sworn in – fortune
United Airlines pledges more cost cuts after pandemic-driven quarterly loss – Reuters
Bullion, Bonds, & Big-Tech Bid; Bitcoin Bust On Biden’s Big Day – Zerohedge
Democrats to take Senate control when three new members are sworn in – cnbc
The World’s Biggest Asset Manager Is About To Start Buying Bitcoin – Zerohedge
Stocks making the biggest moves midday: Netflix, Alibaba, Ford, Penn National Gaming & more – cnbc
Insider-Selling Explodes To Record Highs As Buybacks Re-Emerge – Zerohedge
5 reasons why 2021 just might be the year GM’s stock price stands up to Tesla – Marketwatch
Biden Issues Barrage Of 17 Executive Actions On Border, Climate, Immigration & “100 Day Masking Challenge” – Zerohedge
Stocks Cheer Biden Inauguration, FX Traders Look to ECB – bk
Loonie Surges After Hawkish Bank Of Canada Sees Faster Recovery, Warns Of Upside Inflation Risk – Zerohedge
Here are Wednesday’s biggest analyst calls of the day: Tesla, Netflix, Penn, General Motors & more – cnbc
Wall Street Declares “The Beginning Of The End Of The COVID Crisis” – Zerohedge
Stocks making the biggest moves in the premarket: Morgan Stanley, Netflix, Pearson & more – cnbc
Analysis: A lot of hot air? Investors snap up hydrogen stocks in green frenzy – Reuters
P&G raises forecast after earnings top expectations, fueled by 8% jump in sales – cnbc
Morgan Stanley boosts targets after blowout trading quarter – Reuters
Morgan Stanley Reports Blowout Quarter Cementing The Bank’s Best Year In History – Zerohedge
Morgan Stanley beats estimates on better-than-expected Wall Street and wealth management results – cnbc
Biden’s agenda could send growth, stocks and interest rates higher – cnbc
Steel Prices Are Exploding To Record Highs – Zerohedge
Alibaba founder Jack Ma appears for the first time since crackdown on his tech empire – cnbc
Boeing, Boeing, Gone… Again – Zerohedge
Biden to rejoin Paris climate agreement, revoke Trump ‘Muslim ban’ in first executive orders – cnbc
Tuesday 01/19
Business Live – guardian
Five key takeaways from Janet Yellen’s Treasury confirmation hearing – cnbc
Stocks making the biggest moves after hours: Netflix, Interactive Brokers and Zions – cnbc
Dow rises more than 100 points to start the week, tech stocks lead the gain – cnbc
Netflix shares rise 10% on strong subscriber growth, considers share buybacks – cnbc
General Motors “Blue Sky” Scenario Could Send Stock To $160: B of A – Zerohedge
Stocks rise on stimulus bets, rebounding from a losing week – cnbc
Activist investor Ryan Cohen scores 400% gain on GameStop stock in under 6 months – businessinsider
Tesla’s stock is a prime example of a bubble: Research Affiliates’ Rob Arnott – yahoofinance
Stocks making the biggest moves midday: Roku, Peloton, DraftKings, American Express and more – cnbc
GM Hits Fresh Highs After Yellen EV Comments, $2 Billion Microsoft Investment – Zerohedge
Gov. Cuomo proposal would raise tax for wealthiest New Yorkers to 14.7%, highest combined rate in nation – cnbc
Treasury nominee Yellen says U.S. can afford higher corporate tax rate if it coordinates with other countries – cnbc
From Jeep to Maserati, Stellantis to roll out 10 new EV models in 2021 – cnbc
Stellantis jumps 11% in NYSE debut. Here’s what you need to know about the world’s fourth-largest automaker – cnbc
Goldman Smashes Revenue, Profit Expectations As Loss Provisions Slide – Zerohedge
Goldman Sachs crushes analysts’ estimates on stronger-than-expected stock trading, investment banking – cnbc
BofA’s Ugly Quarter: FICC Unexpectedly Slides, Bank Tries To Mask Weakness With Massive Reserve Release, Buyback – Zerohedge
Bank of America posts quarterly profit that exceeds analysts’ expectations but revenue falls short – cnbc
30Y Breakevens Spike Above 16 Year Downtrend After Yellen Says “Will Explore 50-Year”- Zerohedge
Bitcoin and U.S. tech stocks are the biggest market bubbles right now, investors say – cnbc
Ethereum Surges Above $1400, Hits Record High – Zerohedge
Biden Inauguration & Bank of Canada: The Odds of a Micro Cut – bk
Microsoft is investing and partnering with GM’s Cruise on self-driving cars – cnbc
IEA cuts 2021 oil demand outlook as new Covid lockdowns weigh on fuel sales – cnbc
Ultra long bonds are back in force as rock-bottom rates create sweet spot – Reuters
European shares rise on upbeat earnings reports – Reuters
EMERGING MARKETS-S. Korea leads Asia stock gains on auto boost; currencies range-bound – Reuters
China stocks retreat on coronavirus worries – Reuters
Corporate profits are going to get ‘better and better,’ Credit Suisse’s Jonathan Golub predicts as earnings season begins – cnbc
Tomorrow Q4 Earnings Begin In Earnest: Here’s What To Expect… And Why They Don’t Matter – Zerohedge
Monday 01/18
China’s economic recovery picks up speed after Covid-19 shock –business live – guardian
Outlook darkens for Wall Street as Biden’s regulators take shape – Reuters
Businesses Aim to Pull Greenhouse Gases From the Air. It’s a Gamble. – NYT
ETFs And Passive Investing Have Wildly Distorted S&P 500 Valuations, Study Finds – Zerohedge
European stocks slip as Carrefour abandons takeover talks – Reuters
Key Events This Busy Week: Biden, Central Banks, PMIs And Earnings – Zerohedge
Asia shares pare losses as China economy rebounds – Reuters
China Reports Stronger Than Expected GDP, Is Only Major Economy To Grow In 2020 – Zerohedge
China’s economy picks up speed in fourth quarter, ends 2020 in solid shape after COVID-19 shock – Reuters
Earnings week! I will be watching $BAC $NFLX and $INTC. Analysis on those three tickers will be posted soon. What will you be watching this week? ? pic.twitter.com/hBXELD8Xhg
— Mahmoud El-Farra (@melfarra123) January 17, 2021