Be in the know. 23 key reads for Monday…

  1. Apartment Rents Fall as Crush of Supply Hits Market (wsj)
  2. An acceleration of digitalisation is crucial to fully promoting China’s ‘great rejuvenation’, says road map released by ruling Communist Party (scmp)
  3. Opinion: ‘We remain in the soft-landing club’: Strategist Ed Yardeni’s bullish scenario puts S&P 500 up more than 20% by end of 2023 (marketwatch)
  4. Several tech firms in China, including Alibaba and Tencent, have committed to releasing their own chatbots that can rival OpenAI’s (scmp)
  5. Star Banker in China Who Vanished Is Said to Be Aiding Government Inquiry (nytimes)
  6. Pfizer in Talks to Buy Seagen for $30 Billion or More (barrons)
  7. The Forward Discount Investors Accept or Deny (finomgroup)
  8. Why Warren Buffett Doesn’t Worry Much When the Market Goes Down (barrons)
  9. The Dot-Com Bubble Peaked 23 Years Ago. The Nasdaq Has Barely Beaten Inflation Since Then. (barrons)
  10. Covid-Era Savings Are Crucial to China’s Economic Recovery (wsj)
  11. ChatGPT Heralds an Intellectual Revolution (wsj)
  12. This is what Warren Buffett, a self-described ‘so-so investor,’ says is his ‘secret sauce’ (marketwatch)
  13. Bets on a rise in Wall Street’s fear gauge swell to most since March 2020 (wsj)
  14. ‘You can learn a lot from dead people.’ Charlie Munger, Warren Buffett’s 99-year-old partner, doles out investing wisdom. (marketwatch)
  15. Amyloid Gains Converts in Debate Over Alzheimer’s Treatments (wsj)
  16. Chinese E-Commerce Flourishes on U.S. Soil (wsj)
  17. Warren Buffett’s Slap at Buyback Illiterates Rings True (wsj)
  18. Confused about what’s causing inflation? This metric shows what’s driving the price rise. (marketwatch)
  19. New Salesforce Has to Keep Selling (wsj)
  20. Goldman Sachs Sets $30 Billion Repurchase Plan as Buyback Pace Climbs (bloomberg)
  21. Fewer S&P 500 companies mention ‘inflation’ during earnings calls despite elevated concern over price pressures (marketwatch)
  22. JPMorgan Says Prepare to Dump Value Stocks for Growth (bloomberg)
  23. US companies say it is easier to hire despite low jobless rate (ft)

Be in the know. 10 key reads for Sunday…

  1. Warren Buffett, in annual letter, stays upbeat and preaches patience (reuters)
  2. China’s Upcoming Congress Spurs Optimism on Mainland Stocks (bloomberg)
  3. America Built an Actually Good Airport (theatlantic)
  4. What Is ChatGPT Doing … and Why Does It Work? (stephenw)
  5. Week After February Monthly Option Expiration NASDAQ Best, Up 8 of Last 11 (almanactrader)
  6. Interest Rate & Recession Fears Suppress Pre-Election Year Bullishness in February (almanactrader)
  7. How Guy Fieri became a favorite of fancy chefs — and Al Pacino (nypost)
  8. Wall Street has its eyes set on Ukraine (nypost)
  9. Tesla Patent Application for Steel Alloy Aims to Make Cybertruck ‘Nearly Indestructible’ (thedrive)
  10. Why Interest Rates on Savings Accounts Are Still So Low (bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Warren Buffett calls stock buyback critics ‘economic illiterate’ in Berkshire Hathaway annual letter (cnbc)
  2. PayPal’s Outgoing CEO Dan Schulman Buys Up Stock (barrons)
  3. Private-Equity Firms Snap Up Data Centers as Cloud Demand Soars (wsj)
  4. Our Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases (morningstar)
  5. Zero-Dated Options Are Hot—but Not Hazardous (barrons)
  6. Meta unveils new language model in race against ChatGPT rivals (nypost)
  7. Berkshire Posts Record Operating Earnings Amid Economic Turmoil (bloomberg)
  8. China’s Flu Infections Are on the Rise as Covid Ebbs (bloomberg)
  9. Hong Kong’s Rich Are Ready to Party Again as VIP Events Multiply (bloomberg)
  10. More Americans Are Turning to Part-Time Jobs (wsj)
  11. How to Invest Like Warren Buffett (morningstar)
  12. Warren Buffett Wannabes Lose Luster (wsj)
  13. How ‘Base Effects’ Trip Up Our Understanding of the Economy (wsj)
  14. Dude Perfect Conquered YouTube, Now They Want the World (wsj)
  15. The Big Read. Rishi Sunak’s high-stakes gamble to finally get Brexit done (ft)
  16. Warren Buffett touts his iconic Coca-Cola and American Express bets in his annual letter – and trashes managers who manipulate earnings (businessinsider)
  17. Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders (cnbc)
  18. ‘Big Short’ Investor Michael Burry Bets on Alibaba and JD. This Time, Wall Street Agrees. (barrons)
  19. Jeremy Siegel on CNBC (cnbc)
  20. The Classic Ferrari From ‘Ferris Bueller’s Day Off’ Can Now Be Yours (maxim)

Be in the know. 18 key reads for Friday…

  1. Opinion: Stocks have been rising over the past 5 months — why aren’t investors convinced? (marketwatch)
  2. Investors piled $354 bln into cash since Ukraine war – BofA (reuters)
  3. Bonds record longest inflow streak since November 2021 – BofA (streetinsider)
  4. Markets are overrun with bearish sentiment that ignores the resilient economy, strategist says; ‘Earnings can hang in there’ (businessinsider)
  5. What recession? Consumer sentiment hits 13-month high in February (marketwatch)
  6. Buy Micron Stock Because Memory Chip Demand Will Rebound, Says J.P. Morgan (barrons)
  7. Bank of America’s CEO, on Inflation, Recession, and the Fed (barrons)
  8. Inflation Comes in Higher in Troubling Sign for Fed (barrons)
  9. The War in Ukraine Has Boosted Defense Stocks. There Are More Gains to Come. (barrons)
  10. S. to Expand Troop Presence in Taiwan for Training Against China Threat (wsj)
  11. China Urges End to Ukraine War, Calls for Peace Talks (wsj)
  12. Chip Makers Turn Cutthroat in Fight for Share of Federal Money (nytimes)
  13. Fed’s Mester says she has hope that inflation can be brought down without a recession (cnbc)
  14. The next bull market in stocks won’t kick off until the Fed is forced to bail out the US government, Bank of America says (businessinsider)
  15. Nobel economist Paul Krugman warns of nagging inflation – but he sees only a 25% chance of a US recession (businessinsider)
  16. Janet Yellen now sees a chance the US economy will avoid a recession as inflation is coming down (businessinsider)
  17. Warren Buffett’s must-read annual letter arrives Saturday. Here’s what to expect from the investing legend (cnbc)
  18. US Dollar Strength & Political Rhetoric Weigh on Markets, Week in Review (chinalastnight)