What I Am Reading

June 03 (Thursday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets It could be a hot summer ahead for oil prices | C Central banks Fed Plans to Wind Down a Pandemic Corporate Credit Facility | B Fed to Sell Corporate Bonds and ETFs Acquired During Covid-19 Crisis | W US I The Economic Recovery Is Here. It’s Unlike Anything You’ve Seen. | W U.S. Economic Activity Picked Up in Spring, Fed Beige Book Says | W Amid hiring troubles, rising prices, U.S. growth gains speed -Fed | R US II Half of U.S. states to end Biden-backed pandemic unemployment early | R U.S. Eviction Moratorium Will Stay in Place, Appeals Court Says | B Infrastructure bill: Joe Biden and Shelley Moore Capito to meet Friday | C Europe EU set to unveil digital wallet fit for post-Covid life | FT Japan Japan’s service sector shrinks for 16th straight month as health crisis hits demand | C Industries & companies Energy: Activist Likely to Gain Third Seat on Exxon Board | W Media: AMC trading frenzy doubles stock price | C Retail: Bed Bath & Beyond stock surged 60% as turnaround plans speed ahead | C Tech: Microsoft to unveil new version of Windows on June 24 | C Cybersecurity Ransomware Scourge Continues as Essential Services Are Hit | W Ransomware Attack Hits Martha’s Vineyard Ferry Service | W Hacker group DarkSide operates in a similar way to a franchise, New York Times reporter says | C Virus Developed Countries Lock Up Covid-19 Vaccines Through 2023 | W Immunocompromised People Turn to Covid-19 Vaccine Booster Shots | W

June 02 (Wednesday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets S&P 500 dips, as healthcare weighs; Dow ends higher | R The Wall Street Players Who Worry Inflation Heralds Wild Markets | W Oil Price Rises to Two-Year High as OPEC and Allies See Higher Demand | W Oil demand will reach pre-pandemic levels in mid-2022, analyst says | C Cybersecurity U.S. says ransomware attack on meatpacker JBS likely from Russia | C JBS Says ‘Vast Majority’ of Plants Will Be Operational Wednesday | B Meat Buyers Scramble After Cyberattack Hobbles JBS | W U.S. needs to put more pressure on the perpetrators of recent cyberattacks, congressman says | C   Central banks Fed’s Brainard: more ‘progress’ on recovery ahead, though still far from goals | R U.S. labor market worse than it appears, Fed paper suggests | R Global Global Shortages During Coronavirus Reveal Failings of Just in Time Manufacturing | N US I Biden to host Republican senator Wednesday for infrastructure talks -White House | R Biden’s proposed 39.6% top tax rate would apply at these income levels | C Stimulus Checks 2021: Is Government Cash as Economic Policy Here to Stay? | B Biden names Harris to lead administration’s effort to protect voting rights | C US II Manufacturing Surges, but Shortages May Persist | W Return to Office: Employees Are Quitting Instead of Giving Up Work From Home | B The Southwest Is America’s New Factory Hub. ‘Cranes Everywhere.’ | W China Chinese Factories Delay New Orders as Costs Rise, Risking Global Supply Shortages | W China’s Factory Activity Slipped in May, but Consumer Spending Held Up | W China Delivers Three-Child Policy, but It’s Too Late for Many | W China Adds More Parks to Its Cities to Raise Quality of Life | N Industries & companies Media: How ViacomCBS’s Content Deals Cost U.S. Taxpayers $4 Billion | N Media: AMC’s CEO wants to use the meme frenzy as a springboard for growth | C Corporate finance KKR, CD&R Strike $5.3 Billion Deal to Buy Cloudera | W Virus Mixing and Matching Covid-19 Shots in Fully Vaccinated People Is Subject of New Study | W

June 01 (Tuesday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Stocks week ahead: Why investors should look beyond Big Tech | NN China Takes Its Most Visible Measure Yet to Curb Yuan’s Rally | B Run a Quality Check to Limit Chances of a Dividend Stock Shock | BR Central banks Will President Biden Re-Appoint Jerome Powell? It Really Doesn’t Matter. | Forbes German inflation pushes further above ECB target in May | R Fed’s Taper Talk Is Pre-Emptive Strike Against Inflation Fears | B Digital Yuan Not Intended as Surveillance Tool: Ex-PBOC Official | B Global OECD raises growth forecasts on vaccine rollouts, U.S. stimulus | R A Resurgent World Economy Is Seen Leaving Many Behind | B US I Economy can handle the sharp rise in inflation: market bull Ed Yardeni | C How to Know When Inflation Is Here to Stay | W U.S. Manufacturers Blame Tariffs for Swelling Inflation | W The Luckiest Workers in America? Teenagers. | N Why It’s So Hard to Fill Jobs in Certain States | W US II Biden Administration Extends Bipartisan Infrastructure Talks Into June | W First Biden Budget Retains Trump-Era Business Tax Break | W Texas Democrats stage walkout to stop debate on restrictive voting bill | C Emerging China announces three-child policy in a major policy shift | C India’s economic growth picks up before huge COVID-19 wave hit | R Geopolitics & trade Russia tells U.S. to expect ‘uncomfortable’ signals ahead of Putin-Biden summit | C Industries & companies Energy: Big Oil’s Bad Week Is Good News for Investors | BR Energy: Exxon Mobil’s Humbling Might Be Just the Beginning | BR Virus U.S. Covid cases lowest in a year as Memorial Day travel picks up | C ‘Open Air’ Effect Gave the South a Break From Covid-19 Spring Surge | W Climate To Slow Climate Change, Australia Turns to Its Coastline | W Offbeat The Chip Shortage Is a Good Reason to Buy These Stocks | BR How to Cash in on the Shortage of Just About Everything | BR Opinion | Working Less Is a Matter of Life and Death | N The Great American Reunion | W

May 29 (Saturday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets S&P, Dow End Month Higher as Investors Weigh Inflation Data | W S&P 500 gains slightly to wrap up 4th straight positive month, sits less than 1% from record high | C U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges | B Convertible-Bond Sales Are Soaring in 2021—Often at 0% Interest | W US I Money is cheap, let’s spend it – White House $6 trillion budget message | R Here’s One Thing Missing from President Biden’s Budget: Booming Growth | N Biden Budget Shows Focus on Wealth Redistribution, Not Growth | B Biden’s big budget comes with a modest growth outlook for an aging country | R Biden budget includes spending plans, boost in health, education funds | C Pentagon asks for $715 billion in 2022 Defense budget | C   US II Biden says rising wages are a sign his economic agenda is working | C Biden infrastructure plan: Schumer says Senate Democrats will work on bill in June | C Americans Boosted Spending, Adding Fuel to Economic Growth | W Pent-up demand, shortages fuel U.S. inflation | R   Geopolitics & trade Biden’s Asia Czar Kurt Campbell Says Era of Engagement With China Is Over | B   Industries & companies Aerospace: Boeing Dreamliner Deliveries Face New Delays | W Airlines: U.S. airlines refunded $12.8 billion to travelers in 2020, industry group says | C Autos: Tesla starts using cabin cameras for driver monitoring | C Media: AMC short sellers dealt massive $1.2 billion blow after stock rally | C Retail: Costco is seeing inflation abound, impacting a slew of consumer products | C Cryptocurrency ‘Superman’ Forced to Surrender Crypto in ATM Laundering Bust | B Bitcoin mine discovered by UK police on cannabis farm raid | C Virus CDC eases summer camp Covid guidance, says fully vaccinated teens don’t need masks | C Employers Can Require Covid-19 Vaccine Under Federal Law, New Guidance States | W European Union Approves Pfizer-BioNTech Vaccine for Adolescents | W India’s Covid Surge Hit Young Patients Hard and Fast | W

May 28 (Friday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Wall Street ekes out gain as weekly jobless claims fall | R Five ways to trade the divergence in the Chinese yuan and U.S. dollar | C   Central banks Fed’s Kaplan cites real estate excesses as one reason to start tapering purchases | C Half a Trillion Dollars Is Sitting at the Fed Earning Nothing | B   US Senate Republicans Unveil $928 Billion Infrastructure Offer | W Biden’s budget will include $5 trillion in new federal spending over the next decade | C Biden Budget Said to Assume Capital-Gains Tax Rate Increase Started in Late April | W Biden’s bid to overhaul taxes on inheritances could bring new problems | C Biden’s defense budget seeks greater China deterrence and nuclear funding | R Biden pledges to tackle monopolies, supply shortages as prices rise | R Industries & companies Retail: Gap CEO: Retailer’s ‘cool’ factor and Walmart’s scale make tie-up | C Retail: Gap (GPS) reports Q1 2021 earnings beat | C Tech: Salesforce (CRM) earnings Q1 2022 | C Corporate finance James Bond, Meet Jeff Bezos: Amazon Makes $8.45 Billion Deal for MGM | N Virus Teachers Clear Back-to-School Hurdle for the Fall: They Want to Come Back | W FDA, J&J Near Deal for Covid-19 Vaccine Production at Baltimore Plant | W India’s Covid-19 Crisis Leaves Nation in Grief | W Covid-19 Is Killing Hundreds of Pregnant Women and Babies in Brazil | W   Climate The Costs of Decarbonisation: System Costs with High Shares of Nuclear and Renewables | OECD Crypto Cathie Wood Says Bitcoin ‘Impossible’ for Officials to Shut Down | B Offbeat Cathie Wood’s Bad Spring Is Only a Blip When the Future Is So Magnificent | B

May 27 (Thursday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Stocks Edge Up as Worries Around Inflation Abate | W Opinion | Is the Bitcoin Craze Coming for Your 401(k)? | N Global World Faces Longer Supply Shortage as China’s Factories Squeezed | B Central banks Fed’s Quarles Joins Other Officials in Moving Toward Taper Debate | W Fed’s Quarles signals he is open to talks on bond program | R Jerome Powell’s Fate Is Critical to Biden Presidency | W US Hamptons residents shocked by high real estate, camp prices | N Geopolitics & trade U.S. says looking at Quad meeting in fall focused on infrastructure | R Industries & companies Chemicals: Bayer to Rethink Roundup Formula for U.S. Consumers | W Communication services: Google Strikes Deal With Hospital Chain to Develop Healthcare Algorithms | W Financials: U.S. bank profits rose 29% as outlook for future credit losses adjusted downward | R Retail: American Eagle Outfitters (AEO) Q1 2021 earnings | C Retail: Walmart and Gap are coming together to create a new home decor brand | C Tech: Nvidia: PC gaming still more important than crypto for revenue | C Tech: Snowflake (SNOW) earnings Q1 2022 | C Tech: Snowflake moves executive office from California to Bozeman, Montana | C Climate Investors, court deliver ‘stark warning for Big Oil’ on climate | R Oil Giants Are Dealt Major Defeats on Climate-Change as Pressures Intensify | W Virus Covid-19 Vaccine Makers Press Countries to Oppose Patent Waiver | W FDA gives emergency use approval for Covid-19 antibody drug | C Surging Covid May Force Taiwan to Boost Planned Fiscal Stimulus | B Local Lockdowns Temper India’s Economic Activity in April | B Biden orders review of Covid origins as intel weighs Wuhan lab leak theory | C Corporate finance Amazon’s $8.45 billion deal for MGM is historic but feels mundane | C SEC Weighs New Investor Protections for SPACs | W Offbeat A World Without Work? Don’t Hold Your Breath | Mind Matters Stop With the Video Chats Already. Just Make a Voice Call. | W

May 26 (Wednesday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Stocks Slip After Rebounding to Start Week | W China’s Next-Generation Tech Firms Hit Hard by Market’s Pullback | W Chinese bitcoin traders wield ‘enormous influence’ despite crackdown | C Central banks Fed’s No. 2 Official Sees Time Approaching for Discussion on Cutting Asset Purchases | W Fed policymakers edge closer to opening debate around taper | R Fed’s Daly says the economy is strong, but it’s ‘way too early’ to tighten policy | C Wall Street is facing a $9 trillion problem | NN Biden Urged to Replace Quarles; Clarida’s Not Talked Fed Future | B US I Senate Republicans Prepare $1 Trillion Infrastructure Offer | W U.S. consumer confidence holds steady, soaring prices slowing housing momentum | R U.S. business borrowings jump 19% in April – ELFA survey | R US II U.S. Home-Price Growth Surges as Demand Overwhelms Supply | W Why houses are so expensive in the U.S. | C White House says rising home prices are a concern | R Lumber Prices Are Through the Roof, Punishing Apartment Builders | W Get ready, rents are rising fast again, even in San Francisco | C   Industries & companies Autos: Tesla ditching radar for Autopilot in Model 3, Model Y | C Consumer discretionary: Amazon Would Add James Bond, Content Depth in Expected MGM Deal | W Energy: Exxon vs. Activists: Battle Over Future of Oil and Gas Reaches Showdown | W Retail: Nordstrom (JWN) reports Q1 2021 earnings miss | C Technology Developer Of Aluminum-Ion Battery Claims It Charges 60 Times Faster Than Lithium-Ion, Offering EV Range Breakthrough | FO These are the 2021 CNBC Disruptor 50 companies | C Virus Moderna’s Covid-19 Vaccine Works Safely in Adolescents, Company Says | W U.S. officials say China hasn’t been ‘completely transparent’ in Covid probe | C Cybersecurity After Colonial Pipeline Hack, U.S. to Require Operators to Report Cyberattacks | W

May 25 (Tuesday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Stocks Close Higher; Bitcoin Edges Up After Wild Weekend | W Central banks Fed’s George doesn’t dismiss risk of inflation surge | C US I Are Vaccinated Americans Powering the Economy? Not Yet, Data Show | W Heard of ‘contagious unemployment’? It’s one theory why companies have difficulty hiring workers | MW US II U.S. Treasury deputy chief sees G7 backing for 15%-plus global minimum tax | R U.S. chip funding could result in seven to 10 new factories – officials | R Geopolitics & trade Biden calls Belarus plane diversion an ‘outrageous incident’ | C Industries & companies Consumer discretionary: Amazon Echo Buds 2 Review: A More Affordable Alternative to Apple’s AirPods Pro | W Tech: Florida governor signs ban on ‘deplatforming’ by tech companies | C Corporate finance Amazon nears deal to buy MGM Studios for nearly $9 billion | C   Cryptocurrency Dogecoin, bitcoin prices climb as Elon Musk solicits help to improve meme coin, talks sustainability with miners | MW Bitcoin’s trading action lately is wild even by crypto’s standards and the drama is not over yet | C Virus New York City Schools Will Be Fully In-Person in Fall, No Remote Learning | W Concert venue bookings are surging, Live Nation president says | C Tokyo Summer Olympics: U.S. Issues Japan Do-Not-Travel Advisory | B Covid Might Come Surging Back This Fall As a Seasonal Disease | B The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage | W Offbeat Gene Therapy, High-Tech Goggles Restore Some Vision to Blind People | W

May 24 (Monday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Inflation Forces Investors to Scramble for Solutions | W Here’s What Business Schools Are Teaching Tomorrow’s Value Investors | BR Global Long Slide Looms for World Population, With Sweeping Ramifications | N What to do about a labor crunch | E Central banks Fed officials, new data, start lowering expectations for U.S. jobs in May | R US Why Is Hiring Hard Right Now? | N Grand Reopening to Test Consumers’ Appetite to Keep Spending | W No Bridge in Sight for Biden Infrastructure Plan | W Europe Italy could soon get a hard-right government | E China How disgruntled Chinese people talk about you-know-who | E China Disappeared H&M From Its Internet, Splitting Fashion Industry Group | W Geopolitics & trade After Gaza Clash, New Solidarity Arises Among Palestinians | W Industries & companies Autos: Apple and the End of the Car as We Know It | W Consumer: Big Candy Is Angry at Look-Alike THC Treats | N Energy: Big Oil’s Transition to Cleaner Energy Is Risky. How Investors Can Prepare. | BR Tech: Wall Street Is Looking Past the Labor Claims Facing Uber and Lyft. Yet They Could Cost Billions | BR Telecom: AT&T’s Dividend Is Getting Cut but the Stock May Still Be a Buy | BR Travel: Covid travel: Rising airfares and hotel rates are making vacations more expensive | C Cryptocurrency Bitcoin resumes sell-off over weekend, falls below $32,000 | C Virus Covid vaccine passports: Everything we know so far | C How the pandemic has upended the lives of working parents | E

May 22 (Saturday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets S&P 500 Declines to End Turbulent Week | W U.S. stocks end mixed as Dow recovers on strong economic data | R Central banks The Federal Reserve’s so-called taper talk could keep markets on edge through the summer | C Fed officials, new data, start lowering expectations for U.S. jobs in May | R Fed’s Daly Says Inflation Pressures Likely to Ease in 2022 | B Lisa Cook is Sherrod Brown’s top choice to fill Fed vacancy | C Global Services Businesses in U.S. and Europe Saw Pickup in Early May | W US White House makes $1.7 trillion infrastructure counteroffer to GOP | C U.S. Home Prices Push to Record High, Slowing Pace of Purchases | W As Paycheck Protection Program Runs Dry, Desperation Grows | N Drought Imperils Economy in California’s Farm Country | W China China Hones Control Over Manganese, a Rising Star in Battery Metals | W Geopolitics & trade Biden rejects Trump’s approach to North Korea | C Israel-Hamas Cease-Fire Holds Despite Jerusalem Clashes | W Biden’s strategy on the Russia-to-Germany gas pipeline confusing and needs to be explained, says foreign policy expert | C Industries & companies Hospitality: NYC’s pandemic-hit hospitality industry faces labor shortage a year on | R Media: From Amazon, Apple, Comcast, and AT&T: Who owns the media today – Vox Corporate finance Kansas City Southern to Combine With Canadian National Railway in Roughly $30 Billion Deal | W SPACs Bolster the U.S.’s Global Lead in IPOs | W Cryptocurrency Bitcoin price falls after China calls for crackdown on crypto mining | C Bitcoin Miners Are Giving New Life to Old Fossil-Fuel Power Plants | W Virus Scott Gottlieb: Vaccines not the only factor driving Covid cases down | C Rare ‘Black Fungus,’ Mucormycosis, Infects Thousands of Covid-19 Survivors in India | W