wiar 11-05-21

MFwebsite2020researchWhat I Am Reading

November 05 (Friday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on November 1. Markets S&P 500, Nasdaq Continue Record Streaks | W Climate & energy China, India and Other Developing Nations Seek $1.3 Trillion a Year in Climate Finance | W Build Back Better: Bill unlikely to add to deficit, tax panel says | C Central banks Will Jerome Powell Stay as Fed Chair? Wall Street Ponders the World Without Him | B US I October jobs report: America is getting back to work – CNN U.S. labor market tightening; wage costs accelerating | R U.S. labor costs surge in the third quarter; productivity falls sharply | R What Does a Gallon of Milk Cost? Prices Up 26% Since 2018 in U.S. | B U.S. Trade Deficit Hits Fresh Record on Goods Demand, Higher Inflation | W US II In the Recovering Economy, Workers Have More Leverage | N The Covid-19 pandemic economy was hard for everyone — except maybe landlords | Vox U.S. Women in Their 30s Are Having Fewer Babies During Pandemic | B Moderates in U.S. Congress balk at $1.75 trillion Biden social spending bill | R Nancy Pelosi’s Push for Quick Votes on Bills Hits Snags | W How Glenn Youngkin Kept Trump at Arm’s Length, But on His Side | W Japan Japan household spending falls as virus keeps consumers wary | R Geopolitics & trade North Korea Can Make More Uranium for Nuclear Bombs Than Previously Thought | W Industries & companies Airlines: American Airlines delays vaccine mandate deadline until 2022 after Biden shifts deadline | C Fitness: Peloton’s Sales Lose Speed as Fewer People Work Out at Home | W Corporate finance Google Invests $1 Billion in Exchange Giant CME, Strikes Cloud Deal | W Virus Biden’s Vaccine Mandate Means Millions of Workers Must Get Shots by Jan. 4 or Test Weekly | W Beyond markets BTS, the K-Pop Band, Dives into NFTs to Sell Digital Trading Cards to Fans | W

wiar 11-04-21

MFwebsite2020researchWhat I Am Reading

November 04 (Thursday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on November 1. Markets Stocks Hit Records as Fed Scales Back Bond Buying | W Stocks rise as Fed tapers without the tantrum | R When Will America’s Oil Industry Open The Taps? | OilPrice.com Climate & energy COP26 Negotiators Make Progress on Carbon-Trading Rules | W Central banks Fed Dials Back Bond Purchases, Plots End to Stimulus by June | W FOMC: Time is here to taper bond buying, not to hike rates | R Fed sings the ‘transitory’ inflation refrain, unveils bond-buying ‘taper’ | R Fed’s Powell: Could reach maximum employment by mid-2022 | R A full recap of the Fed’s market-moving decision and Powell’s press conference | C Reshuffle the Fed Board Now by Simon Johnson | PS US New Jersey governor election: Phil Murphy beats Jack Ciattarelli | C Strong U.S. services sector, private payrolls boost economy as Q4 starts | R House Democrats Add Paid Leave, State-and-Local Tax Deduction to Bill | W House Democrats propose increasing SALT cap to $72,500 through 2031 | C Where Are All the Truck Drivers? Shortage Adds to Delivery Delays | W China China is rapidly expanding its nuclear arsenal, Pentagon says | C Industries & companies Autos: How Car Shortages Are Putting the Economy at Risk | N Autos: Ford to impose Covid vaccine mandate on most of its 32,000 salaried workers | C Health care: CVS Looks to Add Doctors to Its Payroll | W Tech: Qualcomm (QCOM) earnings Q4 2021 | C Corporate finance Billionaire investor Charlie Munger: Democrats’ plan to tax stock buybacks is ‘literally insane’ | NN Allbirds IPO: (BIRD) starts trading on the Nasdaq | C Virus Kids Covid vaccine: Biden says shots will ‘accelerate’ nation’s path out of pandemic | C Thousands in Air Force, Space Force Seek Exemption From Covid-19 Vaccines | W Beyond markets 2021 World Series ratings: Braves-Astros Game 6 draws 14.3 million | C

wiar 11-03-21

MFwebsite2020researchWhat I Am Reading

November 03 (Wednesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on November 1. Markets Dow Closes Above 36000 for First Time | W Climate & energy Bond Investors Challenge Wall Street Greenwashing | W China Binges on U.S. Gas to Manage Energy Shortage, Carbon Footprint | W Biden Says Xi, Putin Cede Climate Influence by Missing Glasgow Summit | W Tariffs to Tackle Climate Change Gain Momentum. The Idea Could Reshape Industries. | W Financial System Makes Big Promises on Climate Change at COP26 Summit | W Central banks Federal Reserve is about to set its post-crisis policy course | C Jerome Powell’s Dashboard Casts Doubt on Inflation Easing Quickly | W Biden says he will announce Fed chair pick ‘fairly quickly’ with Powell term up in February | C US I U.S. rental vacancy rate tightens in third quarter | R Labor shortages in restaurants and hotels bring higher pay — but quitting continues | Vox Mondelez to raise prices by 7% in 2022 | C Zillow (Z) says it’s closing home-buying business, reports Q3 results | C US II Build Back Better bill shows new progress in U.S. House; sticking points remain | R Joe Manchin’s former aides lobby Congress for oil, gas, pharma giants | C Biden’s ‘help’ for child care would make middle class pay $13K more | P China China’s Troubled Developers Struggle to Sell Billions in Assets | B Industries & companies Pharma: Democrats reach a major deal on drug prices, spending bill nearly done | C Retail: Bed Bath & Beyond shares soar more than 80% in after-hours trading | C Virus CDC gives final OK for immediate distribution of Pfizer Covid vaccine for kids ages 5 to 11 | C

wiar 11-02-21

MFwebsite2020researchWhat I Am Reading

November 02 (Tuesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on November 1. Markets Dow Briefly Jumps Above 36000, Finishes at Record | W Climate & energy India targets 2070 for net-zero emissions; China makes no new commitments | C At COP26, Biden Calls for More Action on Climate as Divides Widen Between Nations | W COP26: The growing climate risk of glacial lake outburst floods | C Europe Fears That Rising Cost of Climate Action Is Stirring Anger | N Global supply-chains Farewell Offshoring, Outsourcing. Pandemic Rewrites CEO Playbook. | W Supply-Chain Issues Mean There’s Less Than Meets the Eye to October Manufacturing | W Even Paint Makers Are Feeling the Chip Shortage | W Central banks Inflation, wage data, challenge Fed ‘transitory’ narrative | R Central Banks Fuel New Bets on Tighter Money as Inflation Rises Globally | W US I Yellen says U.S economy is not overheating | R U.S. Treasury increases Q4 borrowing estimate | R Joe Manchin Slams Brakes on Biden Economic Plan, Chides Progressives | B Build Back Better would extend tax credit boost for low-income Americans | C US II Construction spending unexpectedly falls in September | R How the Pandemic Has Added to Labor Unrest | N Rents are bouncing back. What to do if you expect a big increase | C Mortgage Bond Sales Surged in October | W China China Locks 30,000 Visitors Inside Shanghai Disneyland After One Guest Got Covid-19 | W Why China is cracking down on tech with new regulations | C Industries & companies Communication services: Facebook whistleblower Haugen says Zuckerberg should step down as CEO | C Corporate finance Rivian Automotive Targets IPO Valuation Just Above $60 Billion | W Rivian aims for up to $54.6 billion valuation in upcoming IPO | C Crypto Congress should regulate stablecoins, Biden administration report says | C Regulators Ask Congress to Create New Rules for Cryptocurrencies | N Banks Tried to Kill Crypto and Failed. Now They’re Embracing It (Slowly). | N Virus Covid vaccines for kids are coming soon — some families are counting the minutes | C Federal contractors will have broad flexibility to enforce Covid vaccine rules | C Beyond markets Zillow (Z) Looks to Sell 7,000 Homes for $2.8 Billion After Flipping Halt | B

wiar 11-01-21

MFwebsite2020researchWhat I Am Reading

November 01 (Monday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on October 25. Markets Should I Sell My Stocks? There Are Hundreds of Reasons to Bail, but Just One Reason to Buy. | BR Global supply-chains Biden calls on G-20 to help address global supply-chain issues | C EU, U.S. say they took steps to re-establish trade flows in steel and aluminium | R Supermarkets Play Supply-Chain ‘Whack-a-Mole’ to Keep Products on Shelves | W S.Korea factory activity growth hits 13-month-low on supply crunch | R Climate & energy Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common Ground | W Why the COP26 climate summit will be both crucial and disappointing | E SEC Climate-Risk Disclosure Rule a Power Grab | National Review Steep Cuts to Carbon Emissions Gain Stronger Economic Backing | W US I Housing Boom: Why Millennials Will Drive Home Prices Up for Years to Come | BR Wages and Prices Are Up, but It Isn’t a Spiral—Yet | W Covid-19 Pushed Many Americans to Retire. The Economy Needs Them Back. | W Nearly 1 in 3 adults get financial help from their parents post-Covid | C US II Deflating Your Inflation Fears | W Inflation Will Linger No Matter What Happens With Taxes | BR How does Biden’s latest plan to tax the superrich work? ‘It’s more straightforward.’ | MW How Elon Musk Could Pay for a Tax on Unrealized Capital Gains | BR Op-ed: Joe Biden, Democrats need to understand, if inflation feels real, it is real | C China China’s Manufacturing Activity Contracts for Second Straight Month | W Japan Japan’s Oct factory activity growth picks up – PMI | R Japan’s Ruling Party Keeps Majority in Election | W Industries & companies Airlines: American Airlines cancels more than 1,400 weekend flights, citing weather and staffing issues | C Autos: Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap. | BR Communication services: Why Did Facebook Become Meta? | N Communication services: Mark Zuckerberg’s Meta Pivot Is Personal as Well as Strategic | W Communication services: Facebook’s Meta mission was laid out in a 2018 paper on The Metaverse | C Retail: Future of Ralph Lauren, and retail, may be coloring clothes in store | C Corporate finance Coke to Pay $5.6 Billion for Full Control of BodyArmor | W Amazon reveals 20% stake in electric-vehicle maker Rivian | C Virus White House press secretary Psaki says she has tested positive for Covid | C Beyond markets Does Working From Home Have to Mean a Lower Salary? | W

wiar 10-30-21

MFwebsite2020researchWhat I Am Reading

October 30 (Saturday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on October 25. Markets Markets could be challenged in the week ahead as the Fed prepares to reverse easy policy | C Stocks Power Through Negative Signs From Apple, Amazon | W Stocks close at record highs, market notches best month of the year despite Big Tech earnings misses | C Opinion: Slower S&P 500 earnings growth is not bullish — no matter what some stock market ‘experts’ are saying | MW Central banks New data show Fed’s inflation debate still unresolved | R Climate & energy Exxon, Chevron Amass Cash as Oil Tops $80 a Barrel | W The Climate Summit to Nowhere | W China Gives Itself Wiggle Room on Climate Change Ahead of COP26 | W US Labor shortage, supply constraints and inflation hold back economy trying to emerge from pandemic | C Biden to discuss intensifying supply chain challenges with G20 leaders | C U.S. Prices, Wages Rise at Fastest Pace in Decades | W U.S. consumer spending strong; robust wage gains hint at long spell of high inflation | R U.S. labor costs power ahead in third quarter as wages surge | R U.S. House plan would give electric vehicles big boost | R Europe Eurozone Economy Outpaces U.S., China, but Tougher Times Lie Ahead | W Industries & companies Consumer discretionary: Amazon reveals 20% stake in electric-vehicle maker Rivian | C Tech: Apple chip shortage will end, but U.S.-China supply chain ‘train wreck’ is coming | C Tech: MacBook Pro 2021 Review: Nearly Perfect Back-to-the-Future Laptops | W Virus FDA authorizes Pfizer’s Covid vaccine for kids ages 5 to 11, shots could begin early next week with CDC clearance | C If Covid-19 Came From Wuhan Lab, It Wasn’t Engineered, U.S. Spy Agencies Say | W

wiar 10-29-21

MFwebsite2020researchWhat I Am Reading

October 29 (Friday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on October 25. Central banks The Fed’s inflation story, in charts | R Climate & energy India rejects net zero emissions target as Modi heads to COP26 climate talks | C G-20 Climate Talks Threatened by Clash Over Coal Ahead of COP26 | W Biden Framework for Social-Climate Package Fails to Ease Passage of Infrastructure Bill | W Biden’s Spending Bill Includes $555 Billion for Climate Measures | W Supply & labor shortages Apple Warns of Supply Chain Woes While Amazon Faces Increased Labor Costs | W A Simple Piece of Steel and Wheels Is Holding Up the Global Supply Chain | W US U.S. Economy Slowed in Third Quarter on Delta Surge, Supply Crunch | W Consumer Spending Likely Grew More Slowly in September | W Treasury Secretary Yellen says spending bills will be anti-inflationary, lowering important costs | C Yellen expects inflationary pressures to ease by second half of 2022 | C True cost of Dems’ plans: $7.5 trillion and a lot of gimmicks | P When the World Is on the Brink, $3.5 Trillion Is a Pittance | N A New Era of Stagflation? Europe Euro zone inflation rises to 4.1% for October, hitting a new 13-year high | C China Evergrande Averts Default Again by Making Second Late Payment | W After Alibaba’s $400 Billion Stock Selloff, Investors Hope the Worst Is Over | W Industries & companies Communication services: Facebook Changes Company Name to Meta in Focus on Metaverse | W Consumer discretionary: Amazon badly misses on earnings and revenue, gives disappointing fourth-quarter guidance | C Consumer discretionary: Amazon finally made its first TV with Alexa built in — here’s what it’s like Energy: Chevron reports highest free cash flow on record as rebound in oil boost results; shares gain | C Finance: American Banks Have What They Want in China. Their Fate Is Still Out of Their Hands. | W Retail: Retailers reel in delivery deadlines to get Christmas gifts to shoppers on time | R Tech: Apple sales miss expectations, Tim Cook says supply issues cost company $6 billion | C Tech: Global Chip Shortage ‘Is Far From Over’ as Wait Times Get Longer | W Corporate finance Satellite Maker Terran Orbital Strikes $1.58 Billion SPAC Deal | W New Policy Gives FTC Greater Control Over How Companies Do M&A | W Virus Delta mutation is no reason to panic — but Covid vaccination remains crucial, scientists say | C Coronavirus Study of Bats in China Met NIH Grant Requirements, EcoHealth Says | W

wiar 10-28-21

MFwebsite2020researchWhat I Am Reading

October 28 (Thursday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on October 25. Markets Stocks Fall as Big Earnings Reports Roll In | W Central banks Don’t Politicize the Fed, Reappoint Chairman Jerome Powell | W Climate & energy China’s Ambitious Climate Goals Collide With Reality, Hampering Global Efforts | W Climate change to displace tens of millions of East Africans by 2050 -World Bank | R Chicago and Great Lakes hurt by climate change, need infrastructure | C Climate Activists Blow Smoke on Wildfire Fears | W That Dirty Green Energy | I&I How Amazon decides which climate tech start-ups to invest in | C US I U.S. Orders for Big-Ticket Products Fell in September Amid Supply Constraints | W GDP growth for third quarter won’t be pretty, but it should get better | C Markets Face an Even Bigger Inflation Test Next Year, Janus Says | B Immigrant workers could fix the US labor shortage and slow inflation | Vox Employees are not showing up to work — employers are replacing them with robots | TheHill US II Democrats at odds over ‘billionaires tax’ to fund sweeping Biden agenda | R Democrats Drop Paid Leave From $1.75 Trillion Proposal | W Medicare and paid leave blocking a deal on Biden spending plan | C Democrats’ tax plans face fight from major business groups | C Letitia James will run for New York governor, sources say | C Japan Japan’s Retail Sales Beat Estimates as Shoppers Defy Virus Fears | B Geopolitics & trade Top U.S. general confirms ‘very concerning’ Chinese hypersonic weapons test | R Industries & companies Communication services: The Facebook Papers may be the biggest crisis in the company’s history | NN Energy: Third Point Has Big Shell Stake, Urges Energy Giant to Break Up | W Crypto Why Crypto Really Might Need the Worldcoin Eye-Scanning Orb | B Virus California sets up 4,000 sites to administer 1.2 million Covid vaccines to kids in first week | C Some immunocompromised people can receive a 4th Covid shot, CDC says | C Antidepressant Significantly Reduces Covid-19 Hospitalization | W

wiar 10-27-21

MFwebsite2020researchWhat I Am Reading

October 27 (Wednesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on October 25. Markets S&P 500, Dow Notch Closing Records | W Central banks Biden to name ‘slate’ to Fed, emphasis on workers – Senator Brown says | R Climate & energy China’s Energy Crisis Complicates Its Plans for Climate Announcements Ahead of COP26 | W The 1 percent lecture about climate change while making it worse | P U.N. Finds Nations’ Climate Plans Fall Short of Paris Accord | W US U.S. Consumer Confidence Rose as Delta Covid-19 Wave Eased | W U.S. new home sales hit six-month high; median price stays above $400,000 | R Home-Price Growth Holds at Record in August | W Corporate minimum tax proposal unveiled by key Senate Democrats | C Democrats Unveil a Corporate Minimum Tax, Eyeing $400 Billion | B Industries & companies Airlines: Airlines brace for early ‘long lines’ when U.S. lifts travel restrictions | R Airlines: Federal judge rejects Southwest Airlines pilots’ request to block vaccine mandate | C Financials: Banks’ Debt Sales Are Driving the Corporate Bond Market | W Tech: Microsoft Earnings Jump as Cloud Services Thrive | W Cybersecurity Opinion | The First Bitcoin-Related Fund Makes Its Stock Market Debut | N Technology 3-D Printed Houses Are Sprouting Near Austin as Demand for Homes Grows | W Virus FDA panel recommends Pfizer’s low-dose Covid vaccine for kids ages 5 to 11 | C Covid Vaccine For Kids: What You Need to Know | B Beyond markets How Remote Work Could Affect Your Income Tax | US News

wiar 10-26-21

MFwebsite2020researchWhat I Am Reading

October 26 (Tuesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on October 25. Markets S&P 500, Dow Rise to Fresh Record Highs | W Dow, S&P 500 close at records ahead of Big Tech earnings, Tesla jumps 12% to top $1 trillion | C Central banks & inflation Fed to hold conferences in November focused on diversity and inclusion | R Larry Summers Debates Inflation Risks With Janet Yellen on Twitter | B Greenspan Sees Sustained Inflation Well Above the Fed’s 2% Goal | B Climate & energy Greenhouse gas levels hit record; world struggles to curb damage | R Prepare for Propane Sticker Shock | W Opinion | Leaf Blowers Destroy the Environment | N Blackrock CEO Larry Fink: Next 1,000 unicorns will be in climate tech | C BlackRock’s Wish Is Your Command | W California Drenched as ‘Bomb Cyclone,’ ‘Atmospheric River’ Hit West Coast | W Supply & labor shortages Shipping problems at U.S. ports could linger well into 2022 | C Supply Chain Shortages: Your Questions Answered | N Exxon CEO Dangles Pay Hikes to Combat Brain Drain at Oil Giant | B Shoppers Find Discounts Are in Short Supply This Holiday Season | W US Democrats trim Biden’s Build Back Better bill in a race to make deal | C ‘Build Back Better’ Would Sink the Labor Market | W U.S. business borrowing for equipment rises 6% in September – ELFA | R How 4 Weeks of U.S. Paid Leave Would Compare With the Rest of the World | N Europe UniCredit and Monte Paschi Bank News: Talks Collapse | B China Why China’s Developers Have So Much Dollar Debt: QuickTake | B China Evergrande Says Work on Some Residential Projects Has Resumed | W Geopolitics & trade Does Taiwan’s Military Stand a Chance Against China? Few Think So. | W Industries & companies Autos: Tesla shares up on news Hertz will purchase 100,000 electric vehicles | C Communication services: House Republicans demand internal research from Snap, TikTok, YouTube | C Communication services: Facebook Posts Slower Sales Growth With Apple Privacy Policy | W Media: Netflix (NFLX) Rating Raised Two Notches to Investment Grade by S&P | B Cybersecurity Ex-NSA hacker says a supply chain cyberattack is one of the things that keeps him up at night | C Corporate finance HSBC Says It Will Buy Back $2 Billion in Stock as Profit Jumps | W Virus U.S. to require contact tracing, vaccination proof when international travel curbs lift | C Moderna Data Shows Covid-19 Vaccine Produced Strong Immune Response in 6- to 11-Year-Olds | W New York City Inches Toward Covid-19 Becoming Endemic | W Opinion | ‘There’s Almost No Incentive at All to Give Him the Vaccine.’ | N