Be in the know. 27 key reads for Tuesday…

  1. Ray Dalio’s Bridgewater boosts its bets on China (marketwatch)
  2. The bull market in stocks is ‘far from over’ and potential conflict between Russia and Ukraine could spark dovish reassessment by central banks, JPMorgan says (businessinsider)
  3. Central Bank Should Weigh Asset Sales to Curb Inflation, Says Fed Official (wsj)
  4. PBOC Pumps in More Liquidity, Spurring Gains in Chinese Stocks (bloomberg)
  5. Stocks Jump Amid Report Some Russian Troops Are Leaving Ukraine Border (barrons)
  6. Intel Agrees to Buy Tower Semiconductor in $5.4 Billion Deal (barrons)
  7. Buy these 11 tech stocks that now look cheap after last month’s growth sell-off, according to Morningstar (businessinsider)
  8. Stock-ban ble$$ing Warren bill would give DC pols own tax break (nypost)
  9. This Is What Hedge Funds Bought And Sold In Q4: Complete 13F Summary (zerohedge)
  10. Meta Stock Is Cheap. The Pros and Cons of Buying the Dip. (barrons)
  11. There is still no alternative to the stock market as equity yields trump bonds even as interest rates spike, Tom Lee says (businessinsider)
  12. PayPal Stock Lost 2 Years of Gains. CEO Dan Schulman Bought Up Shares. (barrons)
  13. Virgin Galactic Opens Reservations for Space. The Stock Surges. (barrons)
  14. Pull Back. The Energy Report 02/15/2022 (Phil Flynn)
  15. Hedge Funds Are Starting to Win Over Allocators Once Again (institutionalinvestor)
  16. Housing Isn’t a Bubble, Offices Aren’t Dead, and Malls Can Thrive, This Real Estate Investor Says (barrons)
  17. This is what it will take to drive the S&P 500 beyond 5,000 this year, say global fund managers (marketwatch)
  18. Emerging markets: all risk and few rewards? (ft)
  19. Shale King Harold Hamm Is Passing Billions to His Heirs Tax-Free (yahoo)
  20. 10 tech value stocks that at least 75% of analysts rate as a ‘buy’ right now (marketwatch)
  21. Viral Anti-Xi Article Reveals CCP Infighting That May Derail Xi’s Bid For 3rd Term, Analysts Say (zerohedge)
  22. Hong Kong Tries to End Covid Without Nightmare-Scenario Lockdown (bloomberg)
  23. Wholesale prices rise 1% in January, up near-record 9.7% over the past year (cnbc)
  24. ‘Big Short’ investor Michael Burry discloses new bets on Bristol-Myers Squibb and General Dynamics — and reveals he sold CVS Health and Lockheed Martin (businessinsider)
  25. New York Factory Gauge Improves Slightly, Price Gauge at Record (bloomberg)
  26. Goldman Sees a Big Change Coming to the Bond Market (bloomberg)
  27. Carl Icahn Won’t Stop Till He Gets What He Wants (bloomberg)