Be in the know. 21 key reads for Monday…

  1. Exclusive: Engaged Capital gains support of VF heirs to shake up North Face owner (reuters)
  2. US biotech fundraising boom ends two-year deal drought (ft)
  3. Back-to-back! Chiefs rally in OT to win Super Bowl LVIII on Mahomes’ TD pass to Hardman (espn)
  4. The 10 best undervalued small-cap stocks to buy now: Morningstar (businessinsider)
  5. Despite the market rally, small caps got cheaper in January – BofA (streetinsider)
  6. BofA’s Hartnett Says Stock Rally Close to Triggering Sell Signal (bloomberg)
  7. 49ers’ bizarre OT coin flip decision comes back to bite them in Super Bowl 2024 (nypost)
  8. Older Americans Are About to Lose a Lot of Weight (theatlantic)
  9. Dolly Parton on How She Succeeds in Business (bloomberg)
  10. An inflection point for the winning momentum trade is near, says top technical analyst (marketwatch)
  11. This Is Where Record US Oil Production Is Actually Going (bloomberg)
  12. 5 Military Negotiation Tactics That Apply to Business (inc)
  13. The Multi-Family Problems at New York Community Bancorp (bloomberg)
  14. The Secret Art of Selecting Sites for Shops and Drive-Thrus (bloomberg)
  15. Here’s the investor playbook for making money in commercial real estate as Fed delays rate cuts (marketwatch)
  16. This Father and Son Are the Brains. Their 1967 GTO Is the Brawn. (wsj)
  17. Why Saudi Arabia is building a new city in the desert (npr)
  18. Nuclear fusion world record a promising step toward limitless energy (thenextweb)
  19. What investors stashing $6.5 trillion away in cash should do as Fed pushes back on rate-cut expectations (marketwatch)
  20. How low will rates go? The hunt for the elusive ‘neutral’ level (ft)
  21. Private Equity Returns Plunge to Global Financial Crisis Levels (bloomberg)

Be in the know. 18 key reads for Super Bowl Sunday…

  1. Alibaba Upsizes Share Buyback; Strategy Revamp Scores Early Wins (alizila)
  2. China new bank loans in Jan hit record high on policy support (reuters)
  3. Will China roar for investors as it enters Year of the Dragon? (moneyweek)
  4. Slower US Inflation Is Set to Fuel Fed Cut Optimism (bloomberg)
  5. China New Bank Loans at Record High (tradingeconomics)
  6. The New N.F.L. Owners? (nytimes)
  7. A Buffett Protégé Makes an Offbeat Bet: Buy San Francisco Real Estate (wsj)
  8. The Frantic Blitz to Figure Out Sports Streaming (wsj)
  9. The Priciest Shareholder Fight Ever Is Headed to Disney’s Boardroom (wsj)
  10. How Las Vegas Became Sports Town, USA (forbes)
  11. Why Disney’s $1.5 Billion Stake In Epic Games Is A Smart Play (forbes)
  12. RecessionAlert Weekly Leading Economic Index (advisorperspectives)
  13. Meet The Billionaire Family Behind King’s Hawaiian (forbes)
  14. With Disney’s magic, Fortnite is poised to win the metaverse (techcrunch)
  15. The Ten Best Super Bowl 58 Commercials (So Far), Ranked (digg)
  16. Forum Member Review: Lean Lock Putters (mygolfspy)
  17. Brad Pitt Wore One of Patek Philippe’s Best Vintage Watches (gq)
  18. S&P 500 @ 5000 (scottgrannis)

Be in the know. 20 key reads for Saturday…

  1. Here’s how well investors would’ve fared if they actually heeded the warnings of Soros, Gundlach and others (marketwatch)
  2. China’s tools for propping up its stock market (cnbc)
  3. Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons)
  4. Intel CEO Pat Gelsinger Bought More Stock, Adds to Mobileye Stake (barrons)
  5. Cleveland-Cliffs Director Bought Up Shares (barrons)
  6. Expedia’s Falling Stock Is ‘a Nice Contrarian Buy’ After Earnings (barrons)
  7. S&P 500 Pushes Above 5000 Mark on Economic Strength (wsj)
  8. We’re Not Eating Enough Bacon, and That’s a Problem for the Economy (wsj)
  9. These Weird-Looking Skis Are Easy to Use—and Fit in a Backpack (wsj)
  10. Which is better for stocks — a Super Bowl win for the 49ers or the Chiefs? (marketwatch)
  11. Lunar New Year 2024: What history says about the stock market and gold in the Year of the Dragon (marketwatch)
  12. Bank industry earnings weighed down by one-off charges to replenish federal deposit insurance after regional banking crisis (ft)
  13. The Fed put is back — and in a stronger, more flexible form (ft)
  14. The commercial real estate crisis will prompt the Fed’s first rate cut in May, top economist says (businessinsider)
  15. Tech stocks’ huge gains shouldn’t make investors fear dot-com 2.0 (businessinsider)
  16. Why Crypto Stablecoins Still Worry the Fed (bloomberg)
  17. Pepsi has accelerated earnings growth: Al Root (foxbusiness)
  18. Michelin Guide history: How did a tire company become an elite restaurant rating guide? (cnn)
  19. Wait, Did Elon Musk Just Hint He’s Going to Buy Disney? (futurism)
  20. 10 of the Best Small-Cap Stocks to Buy Before They Rebound (morningstar)

 

Be in the know. 10 key reads for Friday…

  1. Disney has a plan for winning over younger generations: video games (foxbusiness)
  2. The PBOC has said it will ensure credit grows rapidly and at a sustainable pace throughout 2024 in an effort to spur corporate borrowing and money supply expansion. (bloomberg)
  3. Big Tech is taking the spoils of the ad resurgence (yahoo)
  4. Dividend Stocks Make Sense Now. Here Are More Than 20 to Consider. (barrons)
  5. 1 Artificial Intelligence (AI) Growth Stock With More Upside Than Nvidia to Buy Now, According to Wall Street (fool)
  6. Is Golf’s Next Paradise in the Middle of a Florida Swamp? (bloomberg)
  7. Passive investors have ‘fundamentally broken’ the market, David Einhorn says (businessinsider)
  8. BANK OF AMERICA: Buy these 34 stocks that are among the cheapest you can scoop up right now with pockets of the market loaded with upside opportunity (businessinsider)
  9. U.S. CPI revisions ‘a nothing burger,’ economists agree (marketwatch)
  10. Can Dividend Investing Rise From the Dead? (wsj)