SpaceX doubles launch pad usage.
Facebook to be able to read minds.
Alibaba hit with new antitrust probe.
Market moves into euphoria, greed.
Stillbirths a consequence of COVID.
Gene editing stops COVID’s spread.
Big technology and edge computing.
Market Moving Headline: Coming into the extended holiday weekend, on tapering volumes, U.S. index futures balanced within prior range.
Key Takeaways:
- Fear and greed are tugging at each other.
- Jefferies ups 2021 GDP forecast to 5.25%.
- Net equity buying the largest in months.
- Inflation is rising where you don’t want it.
- Positioning suggests elevation of volatility.
Schwab was fined over its security.
Startups lost in the 2020 pandemic.
FDA sent Whole Foods a warning.
Hunger, food insecurity not equals.
Zoom is being probed by the SEC.
Stimulus takes on illegal streaming.
Kevin O’Leary on marketing trends.
CMC’s founder joining government.
Substack on its content moderation.
Traditional-, digital-asset behaviors.
Market Moving Headline:
The landscape for big tech companies is growing more challenging. Recent U.S. congressional reports have signaled bipartisan agreement on some new antitrust regulations a development that, while no sure thing, some industry observers think could end up strengthening antitrust enforcement in possibly narrow but consequential ways. But the fact is, regulation isn’t likely to dethrone America’s top tech companies. Let’s remember: rapid change at the top is the way it works in the technology industry.
IBM nears cloud tech breakthrough.
Personal Capital looks to lift spirits.
Peloton looks to commercial growth.
EU regulator okays COVID vaccine.
Movie studio MGM looks into a sale.
WHO says new strain under control.
Market Moving Headline:
We anticipate a fairly benign inflation backdrop longer term. There are powerful structural reasons for our confidence in this view, and chief among them is the continued profound disinflationary influence of technological innovation. The ability for companies to achieve greater productivity at scale globally is one of the greatest commercial revolutions in history, which has been accelerated by the COVID pandemic and its impact on future reality.
Tiny reactor yields lots of hydrogen.
MX: The State of Banking into 2021.
Space Force discusses partnerships.
Amazon Halo tracker raises concern.
Hedgeye CEO on models, investing.
Eliminate wasteful worker spending.
Market Moving Headline:
U.S. index futures auctioned to new all-time highs last week, before weakening into Friday’s derivative expiry.
Key Takeaways:
- Vaccine progress, stimulus both positives.
- Innovation gains traction, softens inflation.
- Depth, breadth of recovery remains rough.
- Sentiment and positioning levels elevated.
- Higher-time frame breakouts remain intact.
As
BlackRock Inc (NYSE: BLK) said in one Q1 2021 commentary, “a rising tide lifts all boats”; though financial markets have largely priced in positive news surrounding vaccines and stimulus, the rally remains intact, bolstered by a drive for yield technical factors as a result of resurgent systemic and hedge fund strategies, among other things.
NOIA switched name amid growth.
StockX raised $275M in a Series E.
Takeaways: McConaughey’s book.
China’s island bases need attention.
Analyzing the state of stock options.
Market Moving Headline:
The path of the virus is unknown, and the economic healing process is likely to be staggered. This kind of uncertainty can cause anxiety around your investments, but we find comfort in areas where we have more visibility. In our view, monetary policy, the fundamental driver of the business cycle, will remain supportive for the foreseeable future. Interest rates are likely to stay low until labor markets have fully healed and inflation has at least met, or exceeded, central bank targets. The nascent recovery has already found some momentum, and fiscal stimulus should continue to provide further support (failure to provide sufficient support is a key risk to economic healing).