wiar 01-25-21

MFwebsite2020researchWhat I Am Reading

Jan 25 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Bullish Stock Bets Explode as Major Indexes Repeatedly Set Records | W
Is the Stock Market in a Bubble Right Now? Investor Jeremy Grantham Says So. Is He Right? | BR
Opinion: The S&P 500 won’t even keep up with inflation in the next 10 years, this accurate indicator shows | MW

Wall Street
Wall Street can relax, moderates have the mandate | NN
When SPACs Attack! A New Force Is Invading Wall Street. | W

US
Covid-19’s Financial Toll Mounts as Homeowners Keep Postponing Mortgage Payments | W
Manufacturing Rebound Has Suppliers Struggling to Keep Up | W

US politics I
‘We can’t wait:’ Biden to push U.S. Congress for $1.9 trillion in COVID-19 relief | R
Biden’s stimulus may be too big amid economic recovery, should be targeted at those most impacted | C
‘Low-Level Civil War,’ Hyper Stimulus, and Risks That Haven’t Yet Materialized From Barron’s Investing Experts | BR
Morning after in America – The outlook for America looks grim, but that could quickly change | Leaders | E

US politics II
How Corporate America Views President Biden | N
Facebook and Amazon Boosted Lobbying Spending in 2020 | W

China
How Beijing Turned China’s Covid-19 Tragedy to Its Advantage | N
Op-Ed: Xi is positioning China as the world’s indispensable economy | C
Chinese youth – Young Chinese are both patriotic and socially progressive | Special report | E
China Overtakes U.S. as World’s Leading Destination for Foreign Direct Investment | W
China received more foreign investment last year than U.S., U.N. says | C
China Is Joining the Global Push to Rein In Tech Giants | W

Geopolitics & trade
Biden’s ‘Buy American’ Plan Eyed Warily by Other Countries | W
Biden Team Promises New Look in Trade Policy | W
China Flies Warplanes Near Taiwan in Show of Force, Prompting U.S. Warning | W
For Wars of the Future, Pentagon Looks to Distant Past: the B-52 | W

Industries & companies
Cruise lines: Carnival Stock Is Slumping, and Executives Are Selling Stock | BR
Materials: Precious-Metals Miner Polymetal Is Expected to Shine for Investors | BR
Tech: Snap Turning Virtual Reality Into Real Money | W
Tech: Samsung Eyes Investing Up to $17 Billion in New U.S. Chip Plant | W
Tech: Technology and geopolitics – The struggle over chips enters a new phase | Leaders | E

Virus I
Infections v injections – The marathon of covid-19 vaccination | Leaders | E
Here’s how – America’s vaccination roll-out will improve with practice | United States | E
5 Ideas From Experts to Speed Up the Vaccine Rollout | BR
Trump administration had no coronavirus vaccine distribution plan: White House | R
AstraZeneca’s Covid-19 Vaccine Shortfall Threatens EU Plans to Boost Inoculations | W
Germany Buys Covid Treatment Used by Former President Trump | B

Virus II
New Coronavirus Variants Complicate the Battle Against the Pandemic | W
Biden surgeon general pick says U.S. racing to adapt against new Covid strains | C
Exclusive: Biden to impose South Africa travel ban to combat new COVID-19 variant – sources | R
If Poor Countries Go Unvaccinated, a Study Says, Rich Ones Will Pay | N
Covid vaccine passports: Airlines, tech giants have competing plans | C
Birx says someone was giving Trump ‘parallel data’ about Covid pandemic | C
California Authorities Probe Death of Person Who Received Covid-19 Vaccine Hours Earlier | W

Corporate finance
Saudi Sovereign Fund Targets $1.1 Trillion in Assets by 2025 | B

Offbeat
Davos ski resort eerily quiet without economic talkfest this year | R
Bernie Sanders inauguration meme: Here’s the story behind the photo | C
Financial Aid: Grades, Merit and Talking to Kids About Paying for College | N