Be in the know. 25 key reads for Monday…

  1. Hedge funds caught in bigger squeeze than 2021 meme stock frenzy – Goldman Sachs note (reuters)
  2. What China Savings Mean For World Consumer Firms (zerohedge)
  3. China’s Local Entities Splurge on Land Shunned by Developers (bloomberg)
  4. China urges calm after U.S. shoots down suspected spy balloon (cnbc)
  5. China’s Mega Railway Project Hits Roadblock in Pakistan (bloomberg)
  6. China willing to restart trade dialogue with Australia after talks (reuters)
  7. Now That Zero-Covid Is Over, China Needs to Show Investors the Money (wsj)
  8. Key Events This Week: UMich, Inflation Expectations And All Ears On Powell Tomorrow (zerohedge)
  9. Adani Flagship’s Share Price Has 40% More Downside, NYU Professor Says (bloomberg)
  10. From Nike to Nutella: Company names you have probably been mispronouncing your whole life (cnbc)
  11. Toyota and 25 Other Stock Picks for This Year, According to Our Roundtable Pros (barrons)
  12. Prior Chinese Balloon Incursions Over U.S. Went Undetected, Officials Say (wsj)
  13. For Pete’s Sake. The Energy Report 02/06/2023 (Phil Flynn)
  14. States Are Flush With Cash, Which Could Soften a Possible Recession (wsj)
  15. January’s Hiring Boom Caught Economists by Surprise. Why Forecasts Often Miss the Mark. (wsj)
  16. When Does Elon Musk Sleep? Billionaire Speaks of Limits to Fixing Twitter and His Back Pain (wsj)
  17. Tesla Has Raised New Car Prices as Used Values Sink. Carvana Is Trying To Keep Up. (barrons)
  18. Onsemi reports Record fourth quarter automotive revenue of $989 million grew 54% year-over-year (onsemi)
  19. Lawrence Summers and IMF director both say odds of soft landing for U.S. are improving (marketwatch)
  20. Upbeat Economic Data Keep Investors on Edge About Fed (wsj)
  21. Wharton professor Jeremy Siegel warns the blowout US jobs report may be bad news for stocks – and could lead to a recession this year (businessinsider)
  22. Steve Eisman of ‘Big Short’ Fame Sees a New Paradigm Unfolding in Markets (yahoo)
  23. Investors snap up Wanda bonds in bet on China property revival (ft)
  24. Big Tech companies use cloud computing arms to pursue alliances with AI groups (ft)
  25. Apple’s Next Move: An iPhone That’s More High-End Than Pro Max? (benzinga)

Be in the know. 15 key reads for Sunday…

  1. U.S. proved reserves of crude oil increased significantly in 2021 (eia)
  2. The 10 Best Companies to Invest in Now (morningstar)
  3. Jeremy Siegel: We will have a ‘large decrease in rates’ in the second half of the year (cnbc)
  4. U.S. Shoots Down Suspected Chinese Spy Balloon (wsj)
  5. Price Cuts Working: Tesla Shipped 66,051 Vehicles In China In January, Up 18% From December (zerohedge)
  6. These Were The Best And Worst Performing Assets To Start The Year (zerohedge)
  7. William D. Cohan on the Rise and Fall of GE (bloomberg)
  8. is the cybertruck closer than ever? tesla’s long-awaited car spotted with new design (designboom)
  9. HIGH BEAN Inside Mr Bean actor Rowan Atkinson’s jaw-dropping car collection including £9.9m McLaren F1 and £400k Rolls Royce (the-sun)
  10. McLaren’s New 740 HP Supercar May Replace the 720S as the Marque’s Flagship (robbreport)
  11. ‘Bond King’ Gundlach predicts stocks have further room to rally as Fed ends tightening cycle (fortune)
  12. Cancer vaccines are already a reality—but your doctor might not tell you about them unless you ask (fortune)
  13. China’s XPeng G9 Could Be the Best Electric SUV Around (wired)
  14. Subway CEO predicts 2023 will provide pricing pressure ‘relief’ for consumers: We’re through the ‘worst part’ (foxbusiness)
  15. Central Bankers Curb Their Enthusiasm for Rate Hikes: Eco Week (bloomberg)

Be in the know. 20 key reads for Saturday…

  1. The Retreat of the Amateur Investors (wsj)
  2. Pfizer Is Moving Beyond Covid. Why Its Stock Is a Buy. (barrons)
  3. The Stock Market Stopped Worrying About the Jobs Report. Here’s Why. (barrons)
  4. U.S.-China Tension Grows as Suspected Spy Balloon Leads to Postponed Visit (barrons)
  5. Tech Stocks Are Soaring Despite Weak Earnings. Here’s What It Means. (barrons)
  6. Sherwin-Williams CEO John Morikis Bought Up Shares (barrons)
  7. Exclusive Italian Automaker Pagani Shows off Its $7.4 Million Huayra Codalunga (barrons)
  8. Opinion: Zuckerberg and Intel are shipping the proceeds from their layoffs straight to Wall Street (marketwatch)
  9. Alphabet and Other Stocks That Are Solid Bets in a Wild Market (barrons)
  10. SEC Considers Easing Climate-Disclosure Rules After Investor Pushback (wsj)
  11. Load Management? What’s That? No Days Off for Hockey’s Winningest Team (wsj)
  12. Ford Sees US Car Prices Falling 5% This Year as Rebates Rise (bloomberg)
  13. What CEOs Are Saying: 2023 ‘Is the Year of Efficiency’ (wsj)
  14. FTC Prepares Possible Antitrust Suit Against Amazon (wsj)
  15. No signs of US slowdown in surprisingly robust jobs market (ft)
  16. Stock barometer is stacked with companies that dodged last year’s global sell-off (ft)
  17. China Weekly Covid Deaths Halve as Country Returns From Holiday (bloomberg)
  18. How Zelle is different from Venmo, PayPal and CashApp (cnbc)
  19. How ChatGPT Kicked Off an A.I. Arms Race (nytimes)
  20. Offices are more than 50% filled for the first time since the pandemic started (cnn)

Be in the know. 25 key reads for Friday…

  1. Nordstrom Stock Surges 30% on Report Activist Investor Has a Stake (barrons)
  2. Jobs Growth Was Double the Forecast. It’s a Challenge for the Fed. (barrons)
  3. ‘It Is an Employer’s Market’: Tech Layoffs May Have Turned the Great Resignation Into the Great Recommitment (barrons)
  4. S. unemployment rate falls to 3.4% — lowest level since 1969 — as economy creates 517,000 jobs in January (marketwatch)
  5. Alphabet to Launch a ChatGPT Rival. Microsoft is Forcing Google to Take a Risk. (barrons)
  6. The Hottest Sectors of the Reopening Are Now Driving a Wage Slowdown (bloomberg)
  7. Baidu Plans a ChatGPT Rival. The Chinese Internet Giant’s Stock Could Reap the Returns. (barrons)
  8. A new bull market is underway amid Powell’s acknowledgement of falling inflation, Fundstrat says (businessinsider)
  9. Apple Sales Shrink as Pandemic Rally Ends for iPhone Maker, Other Tech Giants (wsj)
  10. The Bosses Are Back in Charge (wsj)
  11. Amazon Warns of Period of Slower Growth (wsj)
  12. Drug Prices Increase 5.6% as Government Ramps Up Pressure to Lower Costs (wsj)
  13. George Costanza’s Guide to Better Living (wsj)
  14. Ford Posts $1.3 Billion Fourth-Quarter Profit, Misses Full-Year Profit Guidance (wsj)
  15. Oil Hokey Pokey. The Energy Report 02/03/2023 (Phil Flynn)
  16. 3M Investor Raises Concerns About Company Leadership (wsj)
  17. Netflix to feature electric cars from GM and others in shows, films (nypost)
  18. European Central Bank Raises Rates Again but Markets See an End to Escalation (nytimes)
  19. Why Chinese Companies Are Investing Billions in Mexico (nytimes)
  20. European Stocks Set for Bull Market on Rates, Growth Optimism (bloomberg)
  21. Ford Returns to F1 as Racing Series Sees Surge in Popularity (bloomberg)
  22. Here’s where the jobs are for January 2023 — in one chart (cnbc)
  23. YouTube Shorts surpassed 50 billion daily views, a bright spot for Alphabet as it faces fierce competition from TikTok and declining ad revenue (businessinsider)
  24. ‘Big Short’ investor Michael Burry deletes his Twitter profile after ominous ‘sell’ warning (businessinsider)
  25. Mark Cuban and Amazon Are Shaking Up Generic Drugs (wsj)