wiar 11-16-20

MFwebsite2020researchWhat I Am Reading

Nov 16 (Monday)

YRI
Morning Briefing PDF
Daily Markets

Markets
How to Invest in a World With a Vaccine: Value Stocks, Small Caps, and International Equities | BR
Bond Investors Win Big Betting on U.S. Consumer | W
Covid-19 Makes Foreign Policy the Oil Patch’s First Biden Fear | W

Global
‘The Zoom Boom’: Asia Leads the World in Covid-19 Economic Recovery | W

US
Millions of Unemployed Americans Face Loss of Benefits at Year’s End | W
Coronavirus Surge Tests the Smallest Companies | W
The USPS Lost $9 Billion. Here’s Why That Matters. | BR

US politics
Trump concedes ‘nothing’ on election; Biden team says smooth transition essential | R
Why Biden Needs Wealth Taxes: An Argument for the Most Progressive Tax System | BR
Biden Plan to Forgive Student Debt Hinges on Democratic Control of Senate | W

Geopolitics & trade
Asia forms world’s biggest trade bloc, a China-backed group excluding U.S. | R
Warm RCEPtion – The meaning of RCEP, the world’s biggest trade agreement | Finance & economics | E
China aims for moderate export expansion, no longer focuses on surplus – think tank | R
U.S. Exporters Coming Up Empty in Scramble for Outbound Containers | W
Will Musk’s China Praise Risk U.S. SpaceX Business? | BR
Acting Pentagon chief says wars must end in first address | C

Industries & companies
Airlines: American slashes London flights in December due to weak demand | C
Consumer: Meat Giant Tyson Girds for Virus Surge, Tracking Covid-19 With Algorithms | W
Media: Disney Stock Is Climbing After Earnings. Here’s What Wall Street Is Saying. | BR
Retail: Pandemic Speeds Americans’ Embrace of Digital Commerce | W
Retail: Retail Chains Shed Stores, but It Isn’t Good for Business | W
Retail: Coronavirus: Walmart resumes metering customers in its stores | C
Retail: Target Is Booming During the Pandemic. Why the Stock Still Looks Undervalued. | BR
Tech: Why Election Results and China Moves Bode Well for Tech | BR
Tech: Intel Has Lost Ground to AMD and Nvidia and Apple Ditched Its Chips. Why Its Stock Can Rise Anyway. | BR

Virus I
U.S. reports record Covid hospitalizations as states roll out restrictions | C
Italy’s Hospitals Face Rising Pressure From Coronavirus | W
Coronavirus: Top Biden advisor says national lockdown ‘measure of last resort’ | C
Pfizer’s COVID-19 vaccine is surprisingly effective, though experts question what that will look like in real world | MW
J&J and U.S. Government Earmark $1 Billion for Covid-19 Vaccine Trials | BR
Suddenly, hope – The promise of the new covid-19 vaccine is immense | Leaders | E

Virus II
Covid-19 Hits Rural Nursing Homes, Which Are Among Those Least Equipped to Fight It | W
Scientists pour cold water on ‘intriguing’ — and potentially fatal — similarity between COVID-19 and 1918 flu | MW
Elon Musk Says He Tested Positive for Covid-19 | W

Technology
Why NASA wants to put a nuclear power plant on the moon | C
Materials science – Better disposable coffee cups | Science & technology | E

Offbeat
Parler Makes Play for Conservatives Mad at Facebook, Twitter | W