Be in the know. 22 key reads for Tuesday…

  1. Transport Stocks Are Flashing Bullish Signals for Broader Market (wsj)
  2. Biden’s Budget Calls for Increase in Defense Spending (wsj)
  3. Tesla, Alphabet, and Amazon Are Planning Stock Splits. Will That Help Them Join the Dow? (barrons)
  4. JPMorgan’s Kolanovic Sees Three Reasons for More Stocks Upside (bloomberg)
  5. Shanghai offers US$22 billion aid for businesses to survive lockdown (scmp)
  6. Billionaires like Jeff Bezos are big on owning farmland. Here are some ways average investors can play this sought-after commodity. (marketwatch)
  7. Biden Budget Targets Stock Buybacks. It Could Boost Dividends, if It Passes. (barrons)
  8. Elon Musk reveals 3 biggest existential threats to humanity’s survival (nypost)
  9. Blockchain bros are turning a South Pacific island into ‘crypto paradise’ (nypost)
  10. com, Bilibili trigger outcry after dismissals rebranded as ‘graduations’ amid wave of job cuts (scmp)
  11. Meituan Leads Hong Kong Internet Rebound (chinalastnight)
  12. Antitrust Bill Targeting Amazon, Google, Apple Gets Support From DOJ (wsj)
  13. Russia Says Military Will Reduce Operations Around Kiev & Chernihiv After Positive Ceasefire Talks (zerohedge)
  14. Bank of America’s Data Shows Hedge Funds Continue to Sell Equities (streetinsider)
  15. Investor Redemptions from China Funds Hit Pandemic High (institutionalinvestor)
  16. Oil prices resume slide after Russia-Ukraine talks (marketwatch)
  17. Consumer confidence rises for first time in 2022, but inflation and Ukraine still big worries (marketwatch)
  18. Xi Battles Distrust by Global Investors Burned in China Before (bloomberg)
  19. ‘Meme-Mania’ Is Back: Nomura Cautions Return Of “Foaming At The Mouth” Behavior In Options Markets (zerohedge)
  20. Warren Buffett disciple Joel Greenblatt doesn’t own bitcoin because he believes there’s no intelligent way to value it — and has no FOMO about that (businessinsider)
  21. Market bull Tony Dwyer says fears of a recession driven by bond yields are overdone (businessinsider)
  22. Elon Musk Says He’s ‘Giving Serious Thought’ to Creating a New Social-Media Platform (wsj)

Be in the know. 18 key reads for Monday…

  1. Legendary stock picker Peter Lynch made a remarkably prescient market observation in 1994 (tker)
  2. Get ready for $900 billion of stock purchases this year, says Goldman Sachs. Here’s who’s buying. (marketwatch)
  3. Perfect contrarian indicator? Jim Cramer declares the bear market is over (marketwatch)
  4. Shanghai to Lock Down 25 Million People, Half of the City at a Time (wsj)
  5. Capital Spending Boom Helps Raise Productivity, Contain Costs (wsj)
  6. Yandex, Russia’s Internet Giant, Struggles to Dodge Geopolitics (wsj)
  7. Will Smith Wins Best Actor After Striking Chris Rock, ‘CODA’ Takes Best Picture for Apple (wsj)
  8. Chinese Tech Stocks Are Back. Their Glory Days Aren’t. (wsj)
  9. The Dying Art of Driving a Stick Shift (wsj)
  10. Avoiding World War III Zelensky says Ukraine’s open to this compromise to end war (nypost)
  11. Goldman, JPMorgan Strategists Say Equities Can Weather Bond Rout (bloomberg)
  12. Zelenskiy Says Ukraine Seeking Peace ‘Without Delay’ in Talks With Russia (bloomberg)
  13. Chinese tech stocks mostly up as Meituan jumps more than 11% in mixed Asia trade (cnbc)
  14. The US will emerge as the world’s largest natural-gas exporter this year, a top energy market historian says (businessinsider)
  15. Russia just narrowly avoided a huge default, but investors still think there’s a 50/50 chance of it happening in the next 12 months (businessinsider)
  16. 5 Goldman Sachs Conviction List Stocks to Buy With 65% to 100% Upside Potential (247wallst)
  17. Brazil Central Bank Says 12.75% Rate Enough to Tame Inflation (bloomberg)
  18. China factories set up ‘bubbles’ to ride out Covid lockdowns (ft)

Be in the know. 15 key reads for Sunday…

  1. Who’s Buying Russian Stocks? (nytimes)
  2. Netflix’s ‘Drive To Survive’ Has Made F1 Racing More Popular Than Ever In U.S. (maxim)
  3. Exclusive: China’s Sinopec pauses Russia projects, Beijing wary of sanctions (reuters)
  4. Portfolio manager with 50 years of experience shares 1970s bear-market lesson, and three stocks to buy now (marketwatch)
  5. China’s Sinopec plans its biggest capital expenditure in history (reuters)
  6. What Is Holding U.S. Nuclear Energy Back? (oilprice)
  7. A Blue Chip Name is About to Offer a 6% Yield (thestreet)
  8. ECRI Weekly Leading Index Update (advisorperspectives)
  9. Elon Musk says he’s probably not the richest man in the world: ‘Putin is significantly richer than me’ (fortune)
  10. The Clubs Tiger Woods Used to Win 4 Straight Majors Have Hit the Auction Block (robbreport)
  11. Gene Editing: The Future of Genomic Medicine & Biotech Investing (goldmansachs)
  12. Alibaba and Tencent readying big job cuts-sources (reuters)
  13. Uber granted 30-month license to continue operating in London (theverge)
  14. Russian stocks and sanctioned gold (npr)
  15. Michio Kaku makes 3 predictions about the future (bigthink)

Be in the know. 30 key reads for Saturday…

  1. Russia Says Donbas Is Ukraine Focus in Possible Shift in Aim (bloomberg)
  2. If the Fed Pulls This Off, It’s Party Time (barrons)
  3. Why Housing May Not Get as Hammered as Usual in This Rate-Hike Cycle (barrons)
  4. The 8 Stocks in the S&P 500 That Are Still Negative Since the Pandemic (barrons)
  5. SoftBank’s Alibaba Stake in Spotlight Amid Stock-Market Turbulence (wsj)
  6. US economy hitting on all cylinders, not heading for a recession: Expert (foxbusiness)
  7. Natural-Gas Industry Gets Boost as Biden Shifts Stance (wsj)
  8. How Anne Scheiber Made $22 Million Investing in Dividend Growth Stocks (dividendgrowthinvestor)
  9. Biden warns China its economic future is the West, not Russia (foxbusiness)
  10. Semiconductor Stock Analyst Sweet On MANGO Portfolio Of Top Chipmakers (investors)
  11. Netflix and Other Streamers Could Win Big at the Oscars. Why Wall Street Isn’t Applauding Yet. (barrons)
  12. Southeast Asia Is Surging Postpandemic. Where to Invest. (barrons)
  13. Mark Zuckerberg — Founder and CEO of Meta (#582) (tim ferriss)
  14. The Great Resignation Is Beginning to Reverse Course (barrons)
  15. Bill Miller’s Market Perspective: March 2022 (millervalue)
  16. These Stocks Should Benefit From the U.S.’s Deal to Send Natural Gas to Europe (barrons)
  17. Why the Postwar 1940s May Tell Us More About Our Inflation Than the ’70s (barrons)
  18. Why This Is a ‘Golden Age’ for U.S. Refiners (barrons)
  19. The Stock Market Has Been Ripping. Three Reasons It Can Keep Gaining. (barrons)
  20. Tiger Woods Isn’t a Masters Lock But You Can Still Bet on Him (bloomberg)
  21. Jim Cramer says to buy FAANG stocks next time analysts say they’re not investable (cnbc)
  22. Stem cells may finally offer a cure for Type 1 diabetes (cnbc)
  23. Smart money has been buying the dip. (sentimentrader)
  24. Petroleum and natural gas are the most-used fuels in the United States through 2050 (eia)
  25. Stocks Cap Largest Two-Week Gain Since Late 2020 (wsj)
  26. SoftBank finalising loans of up to $10bn from banks before Arm IPO (ft)
  27. Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks (morningstar)
  28. The Pendulum in International Affairs (oaktreecapital)
  29. Carl Icahn describes how his style is different from that of fellow investing icon Warren Buffett (cnbc)
  30. Citadel’s Ken Griffin: Be a Problem Solver (bloomberg)