Be in the know. 20 key reads for Tuesday…

  1. Goldman Shrugs Off Rate Hikes to Bet on Emerging Stocks (bloomberg)
  2. 10 Cheap Stocks for Volatile Markets (barrons)
  3. New Study Finds CFA Charterholders Are Actually Worse At Investing (zerohedge)
  4. Berkshire Hathaway plans to hold its next annual meeting in person. (nytimes)
  5. High Alert. The Energy Report 01/25/2022 (Phil Flynn)
  6. Nasdaq Composite’s Wild Swing Precursor to Bounce, History Shows (bloomberg)
  7. Junk Loans Shine Amid Market Rout (wsj)
  8. An Anxious Market Awaits the Fed Meeting (barrons)
  9. American Express Boosts Forecasts as Credit Card Spending Sets Record (barrons)
  10. Throwing up the white flag? Retail investors dumped stocks at Monday’s open, JPMorgan analysis finds (marketwatch)
  11. IBM’s Earnings Signal Good News for Microsoft Stock—and Maybe the Whole Market (barrons)
  12. 3M Reports Better-Than-Expected Earnings. (barrons)
  13. Tech Crash or Bargain Season? It’s an Open Question. (barrons)
  14. Omicron Slows the Global Economy, Hitting the U.S. Particularly Hard (wsj)
  15. Fed Steps Up Deliberations on Shrinking Its $9 Trillion Asset Portfolio (wsj)
  16. Russia Cuts Key Oil Flows Just as Demand Looks Set to Jump (bloomberg)
  17. American Express CEO: We aren’t seeing any consumer cautiousness (yahoo)
  18. The Big Read. Citadel Securities: how the Wall Street outsider became ‘the Amazon of financial markets’ (ft)
  19. US antitrust head will look to block deals that ‘lessen competition’ (ft)
  20. Home prices surged in November, but at a slower rate than in October, S&P Case-Shiller says (cnbc)

Be in the know. 25 key reads for Monday…

  1. Chinese Stocks Glimpse Light at the End of the Tunnel (wsj)
  2. After Three Weeks Of Absence, Stock Buybacks Are Back… As Is VWAP Dip-Buying (zerohedge)
  3. BofA Reiterates Buy on Alibaba (BABA) as Consumption Recovery in 2H22 is Likely to Fuel Recovery (streetinsider)
  4. Hawkish Fed Doesn’t Mean Doom for Resilient Emerging Markets (bloomberg)
  5. Bitcoin Slumps Again. It Isn’t Just the Fed Putting Crypto Prices at Risk. (barrons)
  6. El Salvador’s president adopts McDonald’s uniform for Twitter profile after bitcoin plunge (marketwatch)
  7. A Digital Dollar Would Have Winners and Losers. Here’s What’s at Stake. (barrons)
  8. This Fed Meeting Is Crucial. Future Rate Hikes Are Just the Start. (barrons)
  9. Commentary: Vladimir Putin Senses Weakness (barrons)
  10. Tech Stocks Got Hit Hard. Where to Find Bargains Now. (barrons)
  11. GE Earnings Are Tuesday. Don’t Forget, There Is No More GE Capital. (barrons)
  12. Activist Investor Peltz Builds Up Stake in Unilever. The Stock is Up. (barrons)
  13. Foreign Executives in Isolated Hong Kong Head for Exit, Sick of Zero-Covid Curbs (wsj)
  14. Patrick Mahomes and Josh Allen Produced One of the Greatest NFL Games Ever (wsj)
  15. Tech Rout Fueled by Bond-Market Turn (wsj)
  16. Wall Street’s Art Cashin says Monday’s plunge could be the ‘washout selling’ the stock market needs (cnbc)
  17. Dan Niles says market could see a near-term bounce and he might buy stocks (cnbc)
  18. S. economy slows sharply during omicron wave, Markit surveys show (marketwatch)
  19. CFA Study Casts Doubt on Whether Passing Test Is Key to Fund Manager Success (bloomberg)
  20. Russia plans to target Ukrainian capital in ‘lightning war’, UK warns (ft)
  21. Boeing pumps extra $450m into self-flying air taxi start-up (ft)
  22. China’s aviation authority says its 5G network plan for airports is safe (scmp)
  23. State-backed firms come to the rescue of embattled Chinese developers (scmp)
  24. Alibaba’s home province to offer preferential tax policies and promote ‘hard tech’ such as chips and digital security (scmp)
  25. Goldman Warns Earnings Guidance Is “Disappointing” With 5 of 6 Companies Lowering Expectations (zerohedge)

Be in the know. 15 key reads for Sunday…

  1. Opinion: A bullish sign? Nasdaq investor sentiment is worse now than it was in March 2020 (marketwatch)
  2. 2022 Performance Car of the Year (roadnadtrack)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. Here Comes The Pivot: JPM Sees Sharp Slowdown In US Economy, “No Further Hawkish Developments From The Fed” (ZeroHedge)
  5. Another Peloton Heart Attack on TV? ‘Billions’ Says It’s a Coincidence. (nytimes)
  6. What Happened (and Didn’t) When Davos Disappeared (nytimes)
  7. A/D Line Nearing Selling Climax Indices Test Support (almanactrader)
  8. This German Tuner Has Already Given the New Ferrari 296GTB a Bonkers 900 HP (robbreport)
  9. How Robinhood Investors Robbed Themselves (wsj)
  10. Microsoft can rescue a historic trove of lost games from Activision’s vault (mashable)
  11. Goldman Sachs juniors now earn up to $500,000 as Wall Street hikes bonuses (fn)
  12. What we know about Intel’s $20 billion bet on Ohio — and US manufacturing (theverge)
  13. Microsoft’s splurge on Activision Blizzard could mainstream the metaverse (thenextweb)
  14. Paul Mcnamara on the Problem With Turkey, and the Attempt to Save the Lira (bloomberg)
  15. The True History Behind HBO’s ‘The Gilded Age’ (smithsonianmag)