Be in the know. 15 key reads for Sunday…

  1. A Big Tech Trade Is Losing Its Luster (wsj)
  2. He’s Been a Walleye, a Steelhead, a Griffin, a Komet, a Comet and a Phantom. Now He’s an Olympian. (wsj)
  3. These 12 Countries Will Pay Their Olympians Six-Figure Bonuses For Winning Gold Medals (forbes)
  4. ECRI Weekly Leading Index Update (advisorperspectives)
  5. Rebecca Patterson on Global Macro Investing (bloomberg)
  6. The Towers and the Ticking Clock (nytimes)
  7. The Bentley Continental GT Speed Is Robb Report’s 2022 Car of the Year (robbreport)
  8. Aston Martin Unveils World’s Fastest and Most Powerful Luxury SUV (maxim)
  9. Former Google CEO Eric Schmidt on the Future of Artificial Intelligence (maxim)
  10. 6 Reasons Meta Is in Trouble (nytimes)
  11. Lunar New Year special | China’s tech majors are hoping to be leaner and meaner in the Year of the Tiger (technode)
  12. We ate all 12 Girl Scout cookie flavors in one sitting. And the best one is… (cnet)
  13. China Is Changing Its Coal Use, and It Affects the Whole World (bloomberg)
  14. Yellen Says ‘No Plans to Leave’ With Goals Far From Accomplished (bloomberg)
  15. China Predicts Low Inflation Based on Western Monetary Moves (bloomberg)

Be in the know. 32 key reads for Saturday…

  1. S. to Waive Sanctions on Iran Civilian Nuclear Activities as Talks Heat Up (wsj)
  2. Here Are the Best Steakhouses in New York City Right Now (bloomberg)
  3. Adults Back in Charge of Stock Market as Fed Awakens Big Money (bloomberg)
  4. With Omicron Waning, Americans Are Ready for the Reopening (barrons)
  5. The next ‘pain trade’ could be on the horizon as investors crowd into bets pegged to Fed monetary policy (marketwatch)
  6. THE EMPLOYMENT SITUATION — JANUARY 2022 (bls)
  7. Future classic supercars (ft)
  8. GE Stock Could Light Up Your Portfolio. Here’s Why. (barrons)
  9. How Oaktree captured Evergrande’s castle (ft)
  10. ‘This is not 1980’: What investors are watching as next U.S. inflation reading looms (marketwatch)
  11. Peak everything — growth, inflation and COVID — may soon mean calmer markets ahead, economist says (marketwatch)
  12. AT&T Spent a Decade Buying Things. Now It’s Cleaning House. (barrons)
  13. Treehouse Foods, Delek US Holdings See Action From Activist Investors (barrons)
  14. Time to Lift All Covid Restrictions? As Omicron Eases, Here’s What Public Health Experts Are Saying. (barrons)
  15. With Omicron Waning, Here’s What the New Normal Could Look Like (barrons)
  16. Big Tech’s Week Featured Alphabet and Amazon Rallies, Meta Crash (bloomberg)
  17. Meta Stock Looks Cheap. That’s No Longer a Good Reason to Buy. (barrons)
  18. Boston Beer Fell Flat on a Hard Seltzer Glut. Its Stock Is Now a Buy. (barrons)
  19. Trian and Peltz Fixed Invesco. Janus Is Next. (barrons)
  20. 10-Year Treasury Yield Surges Above 1.9%, Highest Since 2019 (wsj)
  21. Can the Technology Behind Covid Vaccines Cure Other Diseases? (wsj)
  22. Team USA Doesn’t Have a Starting Goalie. That’s By Design. (wsj)
  23. Beijing Winter Olympics Medal Count (bloomberg)
  24. A Wall Street strategist who called January’s 10% stock market drawdown explains why it’s time to put new money to work after a high-volume ‘cathartic puke’ — and shares 25 beaten-down stocks to buy (businessinsider)
  25. Billionaire investor Leon Cooperman called inflation a friend of common stocks. Here’s why he might be right. (businessinsider)
  26. Almost every major industry saw job growth in January, led by robust gains in leisure and hospitality (businessinsider)
  27. What Omicron? Businesses spent $61 billion on Google ads in Q4 despite supply chain issues (usatoday)
  28. Michael Lewis Revisits ‘Liar’s Poker’ (nytimes)
  29. Royal Caribbean CEO says ‘we are past COVID,’ but cruise operator may not turn profitable this year as expected (marketwatch)
  30. Why every Costco product is called ‘Kirkland Signature’ (cnn)
  31. ESPN Co-Founder Bill Rasmussen — Fear{less} with Tim Ferriss (#569) (tim)
  32. The Small Steps of Giant Leaps (fs)

Be in the know. 20 key reads for Friday…

  1. Hong Kong Stocks Cap Biggest Post-Lunar Holiday Gain Since 2009 (bloomberg)
  2. Nasdaq Index of China Stocks Shows Signs of Life After Pummeling (bloomberg)
  3. Amazon Stock Soars on Good Enough Earnings. Plus, the Price of Prime Is Going Up. (barrons)
  4. S. Added 467,000 Jobs in January. Omicron’s Impact Was Less Than Feared. (barrons)
  5. Expect a Post-Omicron Boom as Americans Binge on Services. Workers Are the Wild Card. (barrons)
  6. Wall Street Is Trying to Make Sense of Meta’s Earnings. It Isn’t Easy. (barrons)
  7. Emerging Market Value Stocks Look Ready to Run (barrons)
  8. The Right Way to Read Unemployment Data (barrons)
  9. The Growth Scare Is Receding. The Fed Policy Scare Is Here. What That Means for Investors. (barrons)
  10. This way of picking value stocks has actually worked — and Berkshire Hathaway screens the best (marketwatch)
  11. Opinion: This market-timing model has made stock investors more money than the ‘Super Bowl Predictor’ (marketwatch)
  12. S. Sees Iran’s Nuclear Program as Too Advanced to Restore Key Goal of 2015 Pact (wsj)
  13. Why the World’s Biggest Ocean Shipping Lines Are Buying Cargo Planes (wsj)
  14. BofA Strategists See Surging Equity Flows While Bonds Get Dumped (bloomberg)
  15. A fund manager whose energy bets have placed him in the top 4% of fund managers this year shares 6 stocks to watch in 2022 — and why oil is destined to slip to $65 per barrel (businessinsider)
  16. Why US workers will return to the labour market (ft)
  17. Meta’s dramatic fall masks strong earnings week across Big Tech (ft)
  18. S. 30-Year Real Yield Turns Positive as Fed Hike Bets Increase (bloomberg)
  19. Flatter U.S. Yield Curve Dominates Emerging-Market Trader Minds (bloomberg)
  20. Rate-Hike Bets Wipe Out $1.5 Trillion of Sub-Zero Debt in a Day (bloomberg)