Be in the know. 15 key reads for Tuesday…

  1. The U.S. Consumer Is Starting to Freak Out (wsj)
  2. GM’s Profit Soars as Supply-Chain Problems Ease (wsj)
  3. Worker Pay Gains Cooled Modestly Late Last Year (wsj)
  4. China’s Economic Activity Rebounds Sharply After Reopening (bloomberg)
  5. Foreigners Scoop Up China Shares With January Inflow at Record (bloomberg)
  6. M.F. Upgrades Global Outlook as Inflation Eases (nytimes)
  7. Meta Turnaround Could Trap Bears (wsj)
  8. Pfizer Bids Adieu to Covid Boom Years (wsj)
  9. New China Rule Threatens to Disrupt U.S. Solar Ambitions (wsj)
  10. Ford Cuts Prices of EV Mustang Mach-E (wsj)
  11. Why Auto Marketing Looks Poised for Growth in 2023 (wsj)
  12. Why China Will Never Lead on Tech (wsj)
  13. Fed Meeting Preview: Powell Won’t Break S&P 500 Rally; Wage Growth Eases (investors)
  14. What the Stock Market’s Strong January Means for the Rest of the Year (barrons)
  15. Home Prices Are Slowing (barrons)

Be in the know. 25 key reads for Monday…

  1. China Vows to Boost Consumption to Power Economic Recovery (bloomberg)
  2. China Stocks Set to Enter Bull Market on Return From Holidays (bloomberg)
  3. Hedge Funds Boost Treasury Shorts to Record on Doubts Over Rally (bloomberg)
  4. China’s Tourist Sites Swarmed During Holiday Despite Covid Risks (bloomberg)
  5. China Holiday Travel, Box Office Rebound After Covid Zero (bloomberg)
  6. China Junk Dollar Bond Prices Swing From Record Low to Longest Winning Streak (bloomberg)
  7. Short Sellers Feel the Pain in Stock Market’s 2023 Rally (wsj)
  8. Israel Strikes Iran Amid International Push to Contain Tehran (wsj)
  9. China PBOC Extends Monetary Policy Tools for Green Sector (bloomberg)
  10. Taiwan Stocks Poised for Bull Market as Chip Shares Extend Gains (bloomberg)
  11. Bull Market Beckons China Stock Traders as Consumption Revs Up (bloomberg)
  12. Fed Set to Shrink Rate Hikes Again as Inflation Slows (bloomberg)
  13. China Says Covid Deaths Fell Even as Lunar Holiday Spread Virus (bloomberg)
  14. Indonesia Signals End of Hikes as Fed Peak Rate Comes to View (bloomberg)
  15. Chinese Search Giant Baidu to Launch ChatGPT-Style Bot (bloomberg)
  16. Fed Debates Whether Wages or Low Unemployment Will Drive Inflation (wsj)
  17. How Nasdaq’s Stellar Run Could Squash Tech’s Bear Market (barrons)
  18. The Stock Market Has Flipped the Script. What’s Behind the Reversal. (barrons)
  19. Dollar’s Decline Is a Rare Nasdaq Tailwind as Earnings Loom (bloomberg)
  20. Crash Test This Week for Market Versus Real World (bloomberg)
  21. Wharton professor Jeremy Siegel says the Fed risks sparking a disaster if it hikes rates higher than markets are expecting at its upcoming meeting (businessinsider)
  22. Buyback Blackout Ends With A Bang: Why Goldman’s Trading Desk Sees Rally Lasting Until Mid-Feb (zerohedge)
  23. Ford to cut prices while ‘significantly’ increasing Mach-E production amid Tesla cuts (streetinsider)
  24. Lowe’s successfully tests system to solve organized retail crime (foxbusiness)
  25. The Year of The Rabbit Hops To It (chinalastnight)

Be in the know. 10 key reads for Sunday…

  1. How Not to Fight Inflation (project-syndicate)
  2. Marie Kondo revealed she’s ‘kind of given up’ on being so tidy. People freaked out (npr)
  3. Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs)
  4. 40 Facts About Martin Scorsese’s Goodfellas (mentalfloss)
  5. Scientists use CRISPR to insert an alligator gene into a catfish (bigthink)
  6. A Neurologist Answers Questions Patients Might Have about the New Alzheimer’s Drug Lecanemab (scientificamerican)
  7. Why Corporate America Still Runs on Ancient Software That Breaks (bloomberg)
  8. Worried About ChatGPT? This Cloud CEO Shares Tips to Prepare for the Coming A.I. Shift (inc)
  9. The 2024 Z06 GT3.R Is the New Face of Corvette Racing (roadandtrack)
  10. The Porsche 911 GT3 RS Does Things No Road Car Should Be Able to Do (roadandtrack)

Be in the know. 21 key reads for Saturday…

  1. The Fed Doesn’t Need More Rate Hikes to Beat Inflation (barrons)
  2. Delta Stock Is Soaring. Chairman Frank Blake Bought Up Shares. (barrons)
  3. Salesforce Gains Another Activist Investor (barrons)
  4. China’s Big Comeback Is Just Getting Started. How to Play It. (barrons)
  5. ChatGPT ‘Arms Race’ Adds $4.6 Billion to Nvidia Founder’s Fortune (bloomberg)
  6. China Kicks Off 2023 Leading Global Peers in Equity Fundraising (bloomberg)
  7. Sugar Alcohols Are in Many Sugar-Free Foods. What Are They? (nyptimes)
  8. The S&P 500 is nearing its first ‘golden cross’ in more than 2 years. What does that portend for stocks? (marketwatch)
  9. Yale University’s most popular class, on happiness, is now free for teenagers (cnbc)
  10. China Celebrated Lunar New Year Like Covid No Longer Exists (bloomberg)
  11. Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More (#651) (Tim Ferriss)
  12. 6 Undervalued Biotech Stocks for 2023 (morningstar)
  13. Spinoffs Are the New IPOs (morningstar)
  14. Hartnett: “Another 3-5% Will Feel Like Bathing In Lava If You’re A Bear” (zerohedge)
  15. Goldman’s Biggest Bear Capitulates: “The Market Is In No Mood To Go Down Right Now” (zerohedge)
  16. Nomura: Traders Are ‘Re-Risking While Holding Their Noses’ After 2022’s Bizarro World In VIX (zerohedge)
  17. The ‘Backsies’ Billionaire: Texan Builds Second Fortune From Wreckage Of Real Estate Empire He’d Sold (forbes)
  18. A Fed economist says the Fed is making inequality worse with its interest rate hikes (fortune)
  19. The inside story of ChatGPT: How OpenAI founder Sam Altman built the world’s hottest technology with billions from Microsoft (fortune)
  20. Aston Martin Bids Farewell To Flagship GT With Most Powerful Production Car Yet (maxim)
  21. Chinese overseas shopping platforms in 2022: Bigger market share, controversies and complaints continue (technode)

Be in the know. 21 key reads for Friday…

  1. China’s Big Comeback Is Just Getting Started. How to Play It. (barrons)
  2. Inflation Is on the Right Track as Key Gauge Cools Again (barrons)
  3. Inflation in U.S. could turn negative by midyear, says billionaire investor Barry Sternlicht. A risk is that the Fed will keep lifting interest rates anyway. (marketwatch)
  4. Alibaba denies reports it is building a global headquarters in Singapore, saying development is for its Lazada subsidiary (scmp)
  5. Chinese Education Stocks Gain After Post-Crackdown Business Overhauls (wsj)
  6. Louis Vuitton’s Owner Is Still Reading China’s Tea Leaves (wsj)
  7. How Nasdaq’s Stellar Run Could Squash Tech’s Bear Market by March (barrons)
  8. Pending Home Sales Snap Six-Month Decline (barrons)
  9. Intel Blames Weak Showing on China (barrons)
  10. L3Harris Revenue Beats Expectations, Helped by Defense Spending. The Stock Is Rising. (barrons)
  11. Chewy’s Future: More Customers and Improving Margins, Says Analyst (barrons)
  12. This little-known indicator is bullish for 2023 (marketwatch)
  13. Inflation rate slows again to 15-month low (marketwatch)
  14. Consumer sentiment strengthens in final January reading (marketwatch)
  15. QQQ is bleeding assets, but are ETF investors ‘finally bailing’ on growth stocks just as tech stocks jump in 2023? (marketwatch)
  16. Corporate Layoffs Spread Beyond High-Growth Tech Giants (wsj)
  17. Fed Sees Soft Landing as Silver Lining of Temp Jobs Decline (bloomberg)
  18. China looks past Covid as tourist bookings surge for the Lunar New Year (cnbc)
  19. Florida man wins $1M on scratch-off ticket after being cut in line at Publix (foxbusiness)
  20. Intel says it will take back share from AMD, but some are skeptical (reuters)
  21. Chinese Consumers Embrace Life Free From Zero-Covid Controls (wsj)