Be in the know. 17 key reads for Monday…

  1. Salesforce Gets a Second Activist Investor. It’s Part of a Wave of Activism in Tech Stocks. (barrons)
  2. Roads Less Traveled. The Energy Report 01/23/2023 (Phil Flynn)
  3. Spotify Stock Rises as It Plans to Cut 6% of Staff (barrons)
  4. How Climate and Energy Crises Are Giving New Life to Nuclear Power (barrons)
  5. Wayfair Stock Scores Double Upgrade After Layoffs (barrons)
  6. Fed Sets Course for Milder Interest-Rate Rise in February (wsj)
  7. Economists Say the Fed Is Making Another Inflation Mistake. Here’s Why. (wsj)
  8. China Needs Couples to Have More Babies: Can I.V.F. Help? (nytimes)
  9. Banks Plan Digital Wallet to Compete With PayPal, Apple Pay (wsj)
  10. Tech Layoffs Unwind Recent Head-Count Growth, Torpedo Long-Shot Projects (wsj)
  11. Nvidia to Win Big From ChatGPT Hype, Predicts Wall Street (bloomberg)
  12. Microsoft Adds $10 Billion to Investment in ChatGPT Maker OpenAI (bloomberg)
  13. Investors Aren’t Sure When to Dive Back Into US Stock Market (bloomberg)
  14. Stocks are primed to rally 25% this year as investors still aren’t pricing in falling inflation, Fundstrat’s Tom Lee says (businessinsider)
  15. Warren Buffett’s ‘most gruesome’ mistake was buying Dexter Shoe with Berkshire Hathaway stock. Here’s a look back at his $12 billion error. (businessinsider)
  16. Amazon Is a Value Stock in Topsy-Turvy New World of Investing (bloomberg)
  17. Wall Street Quants Shouldn’t Confuse Luck With Skill (bloomberg)

Be in the know. 15 key reads for Sunday…

  1. A Growing Bullish Crowd May Supercharge China’s Stock Market (bloomberg)
  2. Bullish Calls Mount as Asian Stocks Go On a Tear in the New Year (bloomberg)
  3. The Fed’s vice chair says there may be ‘some reassurance that we are not currently experiencing a 1970s-style wage–price spiral’ (fortune)
  4. Peter Lynch Investing Quotes (dividendgrowthinvestor)
  5. 3 Undervalued, High Quality Cyclical Stocks (morningstar)
  6. 10 Undervalued Dividend Stocks for 2023 (morningstar)
  7. 11 Undervalued Defensive Stocks for 2023 (morningstar)
  8. 3 Top Growth Stocks to Buy and Hold in 2023 (morningstar)
  9. US Will Dodge Recession and Markets Will Rally, Ariel’s Rogers Says (bloomberg)
  10. The Riva Aquarama Is The Most Stylish Boat Of All Time (maxim)
  11. Hennessey Unveils Insane $2.7 Million, 1,817-HP Venom F5 Revolution Hypercar (maxim)
  12. Chinese lidar developer Hesai files for $100 million US IPO (technode)
  13. New Oriental’s Koolearn sees 590.2% increase in revenue thanks to e-commerce (technode)
  14. Can China save its economy – and ours? (npr)
  15. New killer CRISPR system is unlike any scientists have seen (bigthink)

Be in the know. 12 key reads for Saturday…

  1. Toyota, Warner Bros., and 24 Other Stocks Our Roundtable Pros Love This Year (barrons)
  2. The Fed’s Big Asset Reduction Isn’t Working the Way It’s Supposed To. Here’s Why. (barrons)
  3. Google joins Intel, Microsoft Amazon, Salesforce and other major companies laying off thousands of people (marketwatch)
  4. No, interest rates aren’t going back to zero soon, says Apollo economist (marketwatch)
  5. Activist Investors Will Keep Targeting Big Tech (barrons)
  6. A Davos First-Timer’s Notes on BorgWarner, Thermo Fisher, Blackstone, and Nasdaq (barrons)
  7. He Might Be Tech’s Last Bull. Here’s Why the Founder of Thoma Bravo Is Still Buying. (barrons)
  8. Unemployment Is Lasting Longer as Job Market Cools (wsj)
  9. The Big Read. Things are looking up for the global economy (ft)
  10. Fed governor backs quarter-point rate rise at next meeting (ft)
  11. China says Covid outbreak has infected 80% of population (cnbc)
  12. JPMorgan Model Shows Recession Odds Fall Sharply Across Markets (bloomberg)

Be in the know. 25 key reads for Friday…

  1. BofA Analysts Are Turning Bullish on European Online Retailers (bloomberg)
  2. As Fed Nears Next Rate Decision, Its Vice Chair Cites Reasons for Hope (nytimes)
  3. China Stocks Near Bull Market Ahead of Lunar New Year Holidays (bloomberg)
  4. Didi Chuxing’s main app returns to iOS, Android app stores in China (scmp)
  5. Foreign Investors Buy China in Size (chinalastnight)
  6. China unveils new plan to use more robots as population shrinks (scmp)
  7. Jamie Dimon and James Gorman at odds over future rate rises (ft)
  8. Hong Kong property investment activity to bounce back in 2023, analysts say (scmp)
  9. Google Calls In Help From Larry Page and Sergey Brin for A.I. Fight (nytimes)
  10. More People Going Home in China for Lunar New Year Than in 2022 (bloomberg)
  11. Alphabet To Cut 12,000 Jobs, About 6% Of Workforce, After Hiring Spree (investors)
  12. Google Cuts Add to Tech Wipeout That’s Claimed Over 100,000 Jobs (bloomberg)
  13. A veteran investor says the bears have it all wrong, and pessimism is already priced into markets. Here’s where he’s putting his money now that the time-tested playbook for investing in tech stocks has fallen apart. (businessinsider)
  14. ‘China cannot be out, China must be in’: France says it’s diverging with Washington on Beijing ties (cnbc)
  15. Home Depot co-founder warns the ‘woke generation’ is ignoring the economy’s ‘bottom line’ (foxbusiness)
  16. Inside Business. Investors look for bottom of tech sector downturn (ft)
  17. Beijing’s top economic adviser tells Davos CEOs ‘China is back’ (ft)
  18. Smaller Fed rate hike may augur end to ‘ongoing’ increases (reuters)
  19. Fed’s George Says a Soft Landing Still Possible for US Economy (bloomberg)
  20. Price Negotiations Are About to Reshape the Drug Industry (barrons)
  21. Top Fed Officials See Progress on Inflation Fight (wsj)
  22. Wayfair Is Laying Off 1,750 Workers (wsj)
  23. Amazon to Plow Extra $35 Billion Into Virginia Data Centers in Cloud Race (bloomberg)
  24. Trending billionaire and celebrity GLP-1 weight loss drugs are about to enter more American homes (cnbc)
  25. U.S. Existing-Home Sales Slid Last Year (wsj)