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)

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)…”