Be in the know. 20 key reads for Thursday…

  1. VF has plans to fix the Vans brand which lost its way more than a year ago (marketwatch)
  2. PayPal Earnings Beat. Payment Volume Edges By Estimates Amid Apple Worries (investors)
  3. ‘Well, it’s complicated’: PayPal shares fall 9% on flat profit outlook (streetinsider)
  4. Chinese equity flows turn positive as Beijing signals support (ft)
  5. Disney’s Epic Day: a Beat, a Payout Boost, and More (barrons)
  6. Disney’s new message of ‘urgency’ is resonating big time on Wall Street (marketwatch)
  7. Disney Turns to Taylor Swift, ‘Fortnite’ to Bolster Its Fortunes (wsj)
  8. Why Americans Are So Down on a Strong Economy (wsj)
  9. Investors Are Almost Always Wrong About the Fed (wsj)
  10. Super Bowl Ads Get More Star Power, More Candy (wsj)
  11. American CEOs Visiting China Can’t Escape It: They Have to Dance on Stage (wsj)
  12. Beijing is intensifying efforts to stem a painful slump in share prices (wsj)
  13. ‘Non, Merci Joe!’ – France Is (Was) The Biggest Importer Of US LNG (zerohedge)
  14. Why JPMorgan’s trading desk just reversed course and turned bullish on stocks (businessinsider)
  15. Market call: Chinese start-ups still crave US investors despite IPO challenges (scmp)
  16. Short-selling in China slumps to 3-year low after curbs imposed to lift market (scmp)
  17. Wynn Resorts beats profit estimates on improved Las Vegas, Macau performance (scmp)
  18. Google rebrands Bard chatbot as Gemini, rolls out paid subscription (reuters)
  19. Alibaba Beats On Bottom Line, Steps Up Buybacks (chinalastnight)
  20. China CPI inflation underwhelms in Jan, PPI sees limited improvement (streetinsider)

Vans Also-Rans? Stock Market (and Sentiment Results)…

While most people brag about their winners and hide their losers, we spend ~80% of our time on the positions that have not yet moved and ~20% on the ones that are working.  We will not cover recent successful earnings results from BAX, C, BAC, EL, GOOS or CCI this week. DIS was a nice beat as well, so we will not spend much time on it either. Continue reading “Vans Also-Rans? Stock Market (and Sentiment Results)…”