Be in the know. 20 key reads for St. Patrick’s Day…

  1. Why UK value stocks may be the trade of the decade (Financial Times)
  2. This Is the ‘Biggest Risk of All’ for Investors, According to Howard Marks (institutionalinvestor)
  3. Nokia to Cut Up to 10,000 Jobs to Offset 5G Investment (Wall Street Journal)
  4. Value Stocks a Week Away From ‘Holy Grail’ Momentum Boost (Bloomberg)
  5. What to Expect From the Fed’s Key Meeting (Barron’s)
  6. Inflation Is a Bigger Risk to the Bull Market Than Covid-19, Fund Managers Say (Barron’s)
  7. Investors say regulatory relief for bank capital rules could ease pressure on bond market (MarketWatch)
  8. The ‘Reflation Trade’ Is Stumbling. Why It’s Not Over Yet. (Barron’s)
  9. Lennar Beat Earnings Estimates. What the Company Sees for the Year Ahead. (Barron’s)
  10. Solar Stocks Sink on Proposed California Rule Changes. Why Utilities in Other States May Wage Similar Battles. (Barron’s)
  11. Biden may propose $1 trillion in new taxes, says a former aide — and here’s how Congress will react (MarketWatch)
  12. Opinion: Here’s what most of the world gets wrong about St. Patrick’s Day (MarketWatch)
  13. Why the airline industry recovery has a lot of runway to go (Yahoo! Finance)
  14. Making sense of February’s retail flop: Morning Brief (Yahoo! Finance)
  15. Fed must walk a fine line as financial markets hang in the balance (CNBC)
  16. Extended Stay America Banks On Its No-Frills Approach (Wall Street Journal)
  17. Carbon Capture Is Key to Companies’ Net Zero Pledges (Wall Street Journal)
  18. Would Biden’s Tax Hike Really Spare the Middle Class? Nope (Bloomberg)
  19. Stumbling Hotel Industry Starts to Regain Footing After Its Worst Year (Wall Street Journal)
  20. Tidal Wave of ESG Funds Brings Profit to Wall Street (Wall Street Journal)