Nov 23 (Monday)
YRI Study. We have reprinted our study titled S&P 500, Earnings, Valuation, and the Pandemic as a paperback and eBook. Both are available at Amazon here. This study focuses on the S&P 500 stock price index, examining how it is determined by the earnings of the 500 companies that are included in the index and the valuation of those earnings by the stock market. You can find the other books in our “Predicting the Markets series” on my Amazon author’s page here.
YRI
Morning Briefing PDF
Daily Markets
Markets
What Stocks to Buy Right Now: 20 International Stocks, According to Barron’s International Investing Roundtable | BR
Emerging Market Value Stocks Are Worth a Look | BR
Why a rare Fed-Treasury rift isn’t causing markets to freak out—so far | MW
Oil Market Is Caught Between Covid Surges and Vaccine Hopes | BR
US
A Covid-19 Vaccine Could Unleash Pent-Up Demand, Bringing Along Inflation | W
Four Reasons the Stay-at-Home Economy Is Here to Stay | W
US politics
Trump Lawyer Sidney Powell Promises ‘Biblical’ Lawsuit in Coming Days | Epoch
Trump Continues to Challenge Election Results as Legal Options Dwindle | W
Trump Covid vaccine chief has had ‘no contact’ with Biden transition team | C
Biden to unveil first Cabinet picks on Tuesday, envisions scaled-down inauguration | R
Top Biden adviser seen as making tech regulation more likely | R
Geopolitics & trade
The China strategy America needs | E
Putin Says He Needs More Clarity on Winner of U.S. Presidential Vote | W
Trump Exits Open Skies Treaty, Moves to Discard Observation Planes | W
Industries & companies
Aerospace: Boeing 737 MAX jets undergo round-the-clock effort to clear inventory | R
Financials: Bank Stocks Already Had a Wild 2020. Then November Got Even Crazier. | W
Manufacturing: More People Are Driving. That Could Give Tire Maker Michelin’s Stock a Lift. | BR
Media: Hollywood’s ‘We’re Not in Kansas Anymore’ Moment | N
Retail: Retailers Cut Back on Choices; ‘We Don’t Need Three Types of Red’ | W
REITs: Buy Simon Property Stock Because the Shopping Mall Isn’t Dead | BR
Virus I
First Americans could get COVID-19 vaccine by mid-December, top health official says | R
Pfizer applies for emergency use of Covid-19 vaccine amid testing bottleneck | C
Regeneron: Covid treatment used by Trump authorized by FDA | C
Virus II
Daily COVID-19 deaths in U.S. hit highest level since May | MW
Covid Deaths in Europe Are Overwhelmingly Among Those Over 60 | W
Many College Students Head Home for Thanksgiving Lacking Covid-19 Tests | W
Technology
Kandi’s Tiny Electric Vehicle Faces Big Challenges in the U.S. | BR
Corporate finance
Coronavirus Spurred Companies to Hoard Cash. Now They Are Starting to Dole It Out. | W
Guitar Center Files for Bankruptcy | N
Offbeat
Coronavirus Pandemic Stands to Force Changes in U.S. Spy Services | W
