wiar 07-20-20

MFwebsite2020researchWhat I Am Reading

Jul 20 (Monday)

YRI
Morning Briefing PDF
Daily Markets

Markets
S&P 500 Edges Up, Logs Modest Weekly Gain | W
Why MSCI and S&P Global Stock Are Worth Buying at Any Price | BR
The Big 3 Index Providers Have a Huge Amount of Power–Even Over Tesla | BR
Beneath Bond Market’s Surface, Tumbling Real Yields Boost Other Assets | W

US
U.S. Companies Lose Hope for Quick Rebound From Covid-19 | W
Jamie Dimon’s warning for the U.S. economy | C
Weekly jobless claims rise by 1.3 million vs 1.25 million expected | C

US politics & policies I
US Election: Donald Trump and Mike Pence attempt a campaign reset as public trust falters | NN
Here’s What Double-Digit Unemployment Could Mean for the Election | W
Race for a Covid-19 Vaccine Might Have Political Side Effects | BR
Operation Warp Speed – Donald Trump is hoping for a covid-19 treatment by November | E

US politics & policies II
Depleted Trump Economic Team Faces Major Test Over Extending Coronavirus Relief Efforts | W
Here’s What to Expect From the Next Stimulus Bill — and a Democratic Sweep | BR
As $600-a-Week Jobless Aid Nears End, Congress Faces a Quandary | W
AOC’s Anti-Billionaire Crusaders Are Spreading in New York City | B
Some Companies Got Both Government Contracts and PPP Loans | W
Firms With Troubled Pasts Got Millions of Dollars in PPP Small-Business Aid | W

Geopolitics & trade
China’s Plan to Conquer the Moon, Mars and More | W
Op-Ed: The cold war between U.S. and China just got a lot hotter | C
Huawei and the tech cold war – China v America | E
Japan Will Pay Its Companies to Leave China | B
EU nations deadlocked at tense coronavirus recovery summit | R
G20 officials pledge to keep cooperating to bolster global economy | R

Industries & companies
Autos: ‘A Powerful Force’: Tesla’s Momentum Leads Stock-Market Surge | W
Financials: What Banks Tell Us About Covid-Era Business: ‘Everybody Is, Bluntly, Struggling’ | W
Financials: Despite recession, JPMorgan Chase just posted record revenue — here’s how they did it | C
Financials: Goldman Sachs Just Had a Blowout Quarter. It’s No Fluke. | BR
Financials: BlackRock’s Profit Jumps 21% as Investors Surge Into Bond Funds | W
Financials: Wells Fargo Stock Has Been Beaten Down. It Could Be a Buy. | BR
Healthcare: Hospitals Appeal Decision Upholding Disclosure of Rates Negotiated With Insurers | W
Industrials: The Dimming of GE’s Bold Digital Dreams | W
Restaurants: These restaurant chains filed for bankruptcy during the pandemic | C
Retail: The Next Phase of the Retail Apocalypse: Stores Reborn as E-Commerce Warehouses | W
Retail: Brooks Brothers’ Latest Suitor Wants to Bring Italian Flair to American Fashion | W
Retail: Dollar Stores Are a Retail Growth Story Even in a Downturn | BR

Virus I
U.S. divided over masks, schools as coronavirus cases rise by over 70,000 again | R
Fauci holds up New York as model for fighting coronavirus — ‘They did it correctly’ | C
How Many People in Florida Have Covid-19 Antibodies? | B
Face Masks Really Do Matter. The Scientific Evidence Is Growing. | W

Virus II
Covid-19: Most of World May Face Virus Without Vaccine | B
Oxford’s Covid-19 Vaccine Is the Coronavirus Front-Runner | B
GitLab worked remotely with over 1,000 employees before coronavirus | C
Let them learn – The risks of keeping schools closed far outweigh the benefits | E

Corporate finance
I’ll have semiconductors with that – Analog devices buys Maxim Integrated for $20bn | E

Cybersecurity
The other virus threat – Japan Inc’s IT needs a security patch | E
Twitter Says Hackers Downloaded Some Users’ Personal Data in Recent Attack | W

Offbeat
John Lewis, U.S. Congressman and Civil Rights Icon, Dies | W
Invisible men – How objectivity in journalism became a matter of opinion | E