Be in the know. 10 key reads for Monday…

  1. NYSE Sees More Chinese Companies Listing in the U.S. and Hurdles for Stocks Like Alibaba Cleared in Months (barrons)
  2. After Meltdown, Tech-Bottom Signals Have Yet to Scream ‘Buy Now’ (bloomberg)
  3. Futures Jump After Biden Says Trump’s China Tariffs Under Consideration (zerohedge)
  4. Exclusive | Beijing mulls relaxing quarantine policy amid investor anger, sources say (scmp)
  5. China’s Markets Are Tested by Foreign Outflows and a Falling Currency (wsj)
  6. China’s Big Tech sees new wave of job cuts as Covid lockdowns hurt economy (scmp)
  7. Broadcom in Advanced Talks to Buy VMware (wsj)
  8. The stock market is ‘vulnerable to good news’ and a 10% to 12% rally, says this strategist (marketwatch)
  9. JPMorgan Stock Rises as Bank Lifts Net Interest Income Forecast (barrons)
  10. XPeng Reports Narrower-Than-Expected Loss (barrons)

Be in the know. 15 key reads for Sunday…

  1. Investors Dare to Dip Back Into Bonds (wsj)
  2. Biotech Dominates Goldman Sachs 5 Buy-Rated Stocks Under $10 With 400% to 800% Upside Potential (24/7 Wall St.)
  3. Unique Commodities Indicator Pointing To Treasury Bonds Rally (kimble)
  4. Gerard O’Reilly on Academic Research and Stocks (bloomberg)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. How Lima, Peru Became One Of The World’s Greatest Food Towns (maxim)
  7. Why Italy’s Amalfi Coast Should Be On Your Travel Bucket List (maxim)
  8. Bentley’s 1,400-HP EV Will Hit 60 MPH In 1.5 Seconds, Says CEO (maxim)
  9. Elon Musk praises WeChat model as he discusses plans for Twitter (technode)
  10. Apple Looks to Boost Production Outside China (wsj)
  11. The Birth of Spy Tech: From the ‘Detectifone’ to a Bugged Martini (wired)
  12. Factory boom, credit card debt defaults and housing (npr)
  13. The Incredible Shrinking Car Dealership (wired)
  14. Hedge Fund Up 138% This Year Is Turning Bullish on China Stocks (bloomberg)
  15. Crypto Might Have an Insider Trading Problem (wsj)

Be in the know. 37 key reads for Saturday…

  1. ‘The capitulation model for biotech is a Category 5 storm, the same as energy in 2020’ — why contrarians say the sector is a buy (marketwatch)
  2. After Big Pullback, It’s Time to Shop for Walmart Stock (barrons)
  3. Cheer Up. Even a Bear Market Has a Silver Lining. Or 2. Or 3. (barrons)
  4. Meta and 2 Other Internet Stocks to Buy After the Big Market Drop (barrons)
  5. Margin Calls Don’t Seem to Be a Major Market Problem–Yet, Say Market Pros (barrons)
  6. Hedge fund insiders are calling the Melvin Capital unwind a ‘black swan’ not a larger trend: ‘The massive carnage is done’ (fortune)
  7. Germany and Italy approved Russian gas payments after nod from Brussels – sources (reuters)
  8. Boeing Gets Boost With Long-Awaited 737 MAX Deal From British Airways Owner (wsj)
  9. Amazon Head of Devices: Company Focused on Real-World Tech, Not Metaverse (wsj)
  10. Chinese Developers Get State Help to Tap Bond Market (wsj)
  11. The Electric-Vehicle Unicorn Crash (wsj)
  12. Tiger Woods makes cut at PGA Championship after gutsy performance Friday (USA Today)
  13. Melvin Investors Irate Over Hedge Fund’s Shutdown (bloomberg)
  14. Fed’s Bullard Says Front-Loading Could Lead to Rate Cuts by 2023 (bloomberg)
  15. Bull Market Near-Death Experiences Are Weirdly Common in History (bloomberg)
  16. Veteran technical analyst Larry Williams sees a market bottom in the making, Jim Cramer says (cnbc)
  17. Russian oil production is rebounding. (businessinsider)
  18. As Global Markets Shudder, Investor Sentiment About China Ranges from Exuberant to Highly Cautious (institutionalinvestor)
  19. China cuts mortgage lending rate by record as lockdowns hit economy (ft)
  20. Mercedes-Benz crashes record for most expensive car sold at $142M (nypost)
  21. The Stock Market Has Avoided a Bear. (barrons)
  22. Sanofi Receives Another Approval for Blockbuster Drug Dupixent (barrons)
  23. The technician who called the 2020 market bottom says a ‘shocking rally’ is in store (marketwatch)
  24. ‘Revenge travel’ started in 2021, but it’s really coming back with a vengeance in Summer 2022. Here’s where Americans want to go (marketwatch)
  25. Eli Lilly Gets Positive Opinion for Olumiant in Europe. The Stock Rises. (barrons)
  26. Supreme’s Parent Company Is Upbeat on Margins. The Stock Gains Despite Earnings Miss. (barrons)
  27. If Globalization Is Dead, No One Told U.S. Businesses (barrons)
  28. 3 Off-Price Retailers That Look Like Bargains in the Stock Market’s Wreckage (barrons)
  29. Who Won the U.S.-China Trade War? (wsj)
  30. Welcome to the ‘Network Generation’ (wsj)
  31. Rising U.S. Star Will Zalatoris Takes the Lead at the PGA Championship (wsj)
  32. Lagarde Says Crypto Is ‘Worth Nothing’ and Should Be Regulated (bloomberg)
  33. How Does the Davos Elite Deal with War in Ukraine? (bloomberg)
  34. A portfolio manager at billionaire investor Mario Gabelli’s $41 billion firm says to buy these 27 stocks that have the pricing power to deliver returns as inflation soars (businessinsider)
  35. Who’s finding value in Apple at these levels? Maybe Warren Buffett (cnbc)
  36. Jim Cramer says he likes these three smaller plays in battered retail sector (cnbc)
  37. Big Tech Is Getting Clobbered on Wall Street. It’s a Good Time for Them. (nytimes)

 

Be in the know. 10 key reads for Friday…

  1. China Banks Cut Key Rate by Record to Boost Ailing Economy (bloomberg)
  2. China’s Stimulus Tops $5 Trillion as Covid Zero Hits Economy (bloomberg)
  3. WHO clears COVID vaccine by China’s CanSino Biologics for emergency use (reuters)
  4. Stocks Rise as Chinese Stimulus Boosts Global Sentiment (barrons)
  5. Why the Retail Wreck Is Good News for Amazon Stock (barrons)
  6. Foot Locker Tops Profit Estimates. Sees Year Earnings at ‘Upper End’ of Guidance. (barrons)
  7. Deckers Outdoor Stock Jumps. Thank Strong UGG Sales for That. (barrons)
  8. China Promised to Shore Up Its Battered Tech Companies. It Helped Boost Stocks for Now. (barrons)
  9. Boeing’s Starliner Reaches Orbit, Adding to Recent Better News for the Stock (barrons)
  10. The technician who called the 2020 market bottom says a ‘shocking rally’ is in store (MarketWatch)