wiar 06-22-20

MFwebsite2020researchWhat I Am Reading

Jun 22 (Monday)

YRI
Morning Briefing PDF
Daily Markets

Markets I
Dow Jones Industrial Average Finishes Week Higher Because There’s More Than Just a ”Fed Put.” | BR
More Stocks Are Driving Market Rally, Decreasing Reliance on Big Tech | W
A ‘Buy Everything’ Rally Beckons in World of Yield Curve Control | B

Markets II
Looking for income? These Stocks Offer Good Yields and Modest Risks. | BR
The trouble with climate finance – Green investing has shortcomings | E
Emerging Markets Are Awash in Confidence That Liquidity Will Last | B

Global
The new world disorder – Global leadership is missing in action | E

US
Cash Remains King as Companies Close a Dismal Second Quarter | W
These Industries Were Hardest Hit in the First 100 Days of the Pandemic. Where They Are Headed Next. | BR
Restaurant Reservations, Driving Directions and Other Indicators Wall Street Is Watching | W
Wealth Inequality Doesn’t Show Up in Broad Economic Metrics, Masking the Fragility of Our Current System | BR
Why the Widening Wealth Gap Is Bad News for Everyone | BR
A Universal Fund Could Work Like a Voluntary UBI to Fix Income Inequality | BR

US policies & politics
Barr Says Social Media ‘Starting to Censor’ Views Is Problematic | B
White House officials on the defensive after Trump says he wanted testing slowed down | NN
Trump ‘furious’ about ‘underwhelming’ crowd at Tulsa rally | C
Biden VP search: Atlanta Mayor Keisha Lance Bottoms rises amid protests | C

Geopolitics & trade
Identify yourself – China’s next move in the South China Sea | E
AG Barr Says U.S. Businesses ‘Part of Problem’ in Battling China | B

Industries & companies
Autos: The Pandemic Has Pushed Car Buying Online. It’s Expected to Stick. | W
Biotech: Biotech Stocks Are Getting Ready to Run. How to Play the Sector. | BR
FAANGs: The genius of Amazon – The pandemic has shown that Amazon is essential—but vulnerable | E
FAANGs: Apple still has a lot of room to grow in health care | C
Financials: Banks have grown by $2 trillion in deposits since coronavirus first hit | C
Financials: Companies Are Paying a Lot More to Insure Their Directors and Officers | W
Fintech: Short Sellers Made $2.6 Billion Off Wirecard’s Plunge, but Not Without Scars | W
Manufacturing: Barron’s Stock Pick: Boat-Maker Brunswick Could Catch a Wave on Wall Street | BR
Retail: How mall closings in America hurt the towns depending on them | C
Wireless: Huawei’s 5G Dominance Threatened by U.S. Policy on Chips | W

Corporate finance
American Air Said to Plan $1.5 Billion Stock, Convertible Sale | B

Virus I
U.S. reports 30,000 daily coronavirus cases, highest number since May 1 | C
US coronavirus: More young people across the South are testing positive for coronavirus, officials warn | NN
Coronavirus cases spike in Alabama: ‘We are extremely concerned about these numbers’ | C
Germany’s coronavirus reproduction rate jumps to 2.88 | C

Virus II
Everything you need to know about California’s mandatory mask rules
Efforts for Coronavirus Vaccine Focus on Vulnerable Group: Older Adults | W

Coronavirus: NIH halts clinical trial of hydroxychloroquine after finding no benefit to patients | C
People asking friends to take Covid-19 tests before hanging out | C
NYC Phase Two Reopening 2020: What You Should Know | B
New Yorkers Now Can Return to the Office. Most Are Staying Away. | W

Offbeat
Sailors are stranded at sea – Cargo ship crews are stuck at sea | E
During Coronavirus, Parents Face Fight for Right to See Care-Home Children | BR
Gadgets Should Have Expiration Dates | W