Be in the know. 21 key reads for Thursday…

  1. Consumers Are Pivoting Spending to Services Like Dining and Travel (wsj)
  2. Value Stocks Are Outpacing Growth. But for How Long? (barrons)
  3. 6 Value Stocks for 2022 From the Forgotten 40 (barrons)
  4. Wages Will Be Key in January’s Jobs Report. Here’s What to Watch. (barrons)
  5. Meta Stock Tumbles on Weak Earnings and a Disappointing Outlook (barrons)
  6. Meta Stock Gets Hammered. But Here’s the Argument for Buying the Big Drop. (barrons)
  7. Forecaster Yves Lamoureux has nailed several big market downturns. Here’s why he’s now turning bullish on stocks. (marketwatch)
  8. Nokia Reinstates Dividend, Sets New, Long-Term Margins Target (barrons)
  9. S. Orders 3,000 Troops to Bolster European Allies in Russia-Ukraine Crisis (wsj)
  10. Growth Hedge Funds Suffer Worst Rout in Years (wsj)
  11. To Achieve ‘Common Prosperity,’ Xi Jinping Seeks to Scale China’s ‘Three Big Mountains’ (wsj)
  12. Bulk Shipping Rates Extend Slide on Weak Demand From China (bloomberg)
  13. Productivity in U.S. Gains by Most in More Than a Year (bloomberg)
  14. Amazon Shares’ Underperformance May Help It Dodge Earnings Selloff (bloomberg)
  15. Starbucks Decline Eases After Coffee Chain Updates Outlook (bloomberg)
  16. America’s red-hot housing market is about to kickstart the Great Commercial Building Boom (businessinsider)
  17. Joe Manchin gave a fresh hint on what he wants from a skinny Build Back Better: ‘Just fix the tax code’ (businessinsider)
  18. Value stocks just had their best month since the peak of the 2001 dot-com bubble — and there’s still more upside to come, Bank of America says (businessinsider)
  19. Fed’s Bullard says central bank isn’t as far from neutral policy stance as it looks (marketwatch)
  20. Humana (HUM), UnitedHealth (UNH), Other Insurers Climb On Medicare Rates Proposal (streetinsider)
  21. Hedge funds bet on beaten-down Russia and Ukraine assets (ft)