Be in the know. 23 key reads for Friday…

  1. Russia will likely default with April 4 payment due of $2.2B: experts (nypost)
  2. Apple, Alphabet, and the Rest of Big Tech Faces a Tough New EU Competition Regime (barrons)
  3. Tilray, Sundial, and Other Cannabis Stocks Buzz. The House Will Consider Decriminalization. (barrons)
  4. Boeing, “Transportation Safety Committee said there wasn’t enough evidence to say what caused the crash, but the NTSB dissented, saying that the captain most likely did it intentionally in a murder-suicide.” (bloomberg)
  5. Government bonds on track for worst year since the Marshall Plan was enacted (marketwatch)
  6. Yellen says it’s not appropriate ‘at this point’ to sanction China for Russia ties (marketwatch)
  7. A ‘Marshall Plan’ for energy? Here’s what that would look like, as a new cold war dawns. (marketwatch)
  8. Southwest Airlines to Launch New Ticket Type to Boost Revenue (wsj)
  9. Uber Looks a Lot Less Exclusive (wsj)
  10. US ENERGY SAVES THE WORLD. The Energy Report 03/25/2022 (Phil Flynn)
  11. Global equity funds gain big inflows after three weeks of outflows (reuters)
  12. Amazon Stock Is Marching Higher. 4 Reasons the Shares Can Keep Rising. (barrons)
  13. S. to Boost Gas Deliveries to Europe Amid Scramble for New Supplies (wsj)
  14. It’s China’s ‘Nobel Prize Moment’ to Stop War, UN Official Says (bloomberg)
  15. Who Are Russia’s Oligarchs and Can They Sway Putin? (bloomberg)
  16. Buy Teva Pharmaceuticals amid confluence of positive news, Bernstein says (cnbc)
  17. Legendary investor Bill Miller highlights 7 attractive bets for investors as markets grapple with uncertainty (businessinsider)
  18. Erdogan Calls On Putin To “Make An Honorable Exit” From Ukraine (zerohedge)
  19. Surge In Bond Yields Says It’s Time To Buy Bonds (zerohedge)
  20. China factories set up ‘bubbles’ to ride out Covid lockdowns (ft)
  21. The Weekend Essay. Russia, Ukraine and Europe’s 200-year quest for peace (ft)
  22. China’s financial stability guarantee fund to safeguard against systemic risks to be ready by September (scmp)
  23. com Beats Expectations Following Tencent’s Tumble (chinalastnight)

Be in the know. 22 key reads for Thursday…

  1. U.S. reinstates 352 product exclusions from China tariffs (reuters)
  2. USTR Issues Determination of Reinstatement of Certain Exclusions from China Section 301 Tariffs (ustr)
  3. The CSRC is considering a new approach that grants the US accounting oversight board access to Chinese audit papers after vetting by China’s finance ministry (scmp)
  4. Fosun sees profit rise, set to make generic Pfizer, Merck Covid-19 pills (scmp)
  5. Wall Street bonuses hit all-time high as banker shortage rages (nypost)
  6. Former Boeing Pilot Found Not Guilty in 737 MAX Case (wsj)
  7. Uber stock gains after company strikes partnership with NYC taxis: WSJ (marketwatch)
  8. New jobless claims fall to 187,000, setting more than 5-decade low (yahoo)
  9. Wynn Resorts’ New CEO Likes His Odds, Despite Macau Troubles (bloomberg)
  10. Alaska Air’s stock gains after 2022 outlook detailed ahead of investor day (marketwatch)
  11. China’s Stock Market Weathers Heavy Foreign Outflows (wsj)
  12. Russian Tycoons Get $8.3 Billion Richer as Trading Resumes (bloomberg)
  13. AT&T Is Too Cheap to Ignore While Others ‘Wait and See’ (yahoo)
  14. The Boeing 737 NG models are the third-safest planes in the world with a crash rate of just .07 crashes per million flights through 2017 (foxbusiness)
  15. The Big Read. Oligarchs, power and profits: the history of BP in Russia (ft)
  16. Hedge funds search for bargains in Russian and Ukrainian bonds (ft)
  17. Tencent Reports Q4 Financial Results With an Eye to the Future (chinalastnight)
  18. Tencent calls talks of break-up ‘highly speculative’ (scmp)
  19. JPMorgan CEO Jamie Dimon reportedly told President Biden the US must increase domestic energy production called for Europe to end reliance on Russian oil (businessinsider)
  20. Apple, Tesla, and 98 Other Growth Stocks That Are Getting Their Groove Back (barrons)
  21. First Alibaba, Now Toyota. Why Companies Are Suddenly Buying Back Their Stock. (barrons)
  22. Stocks Hit Bottom 2 Years Ago. Why a New Bear Market Seems Unlikely. (barrons)

Avoid the Noid – Stock Market (and Sentiment Results)…

Wikipedia, “The Noid was an advertising character for Domino’s Pizza created in the 1980s.  Clad in a red, skin-tight, rabbit-eared body suit with a black N inscribed in a white circle on his chest, the Noid was a physical manifestation of all the challenges inherent in getting a pizza delivered in 30 minutes or less.  Though persistent, his efforts were repeatedly thwarted.”
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