Be in the know. 28 key reads for Tuesday…

  1. Risk of central bank hikes prompts investors to shun tech – surveys (reuters)
  2. Surging Bond Yields Send Nasdaq Futures Tumbling (bloomberg)
  3. Investors Dismiss Inflation Fears to Place Record Bets on Stocks (bloomberg)
  4. Politics and Oil. The Energy Report 01/18/2022 (Phil Flynn)
  5. Tech tumble, lackluster GS earnings set to weigh on Wall Street (reuters)
  6. Tech Stocks Unravel While Banks Are Hot in 2022 Rotation (bloomberg)
  7. Microsoft to Acquire Activision Blizzard for Nearly $70 Billion (barrons)
  8. Banks’ Earnings Show Lenders Aren’t All the Same (barrons)
  9. Investors Will Have Opportunity to Invest in Bausch Spinoffs (gurufocus)
  10. 23andMe Pivoting To Clinical Research: Could That Lead To A Turnaround For The Stock? (benzinga)
  11. Shopify, JD Strike Deal to Help U.S. Brands Sell in China (barrons)
  12. PC and Notebook Demand Is Rising. Why Intel Could Benefit. (barrons)
  13. Nikola Secures More EV Batteries in Deal With Proterra (barrons)
  14. Why Biogen Could Need to Sell ‘for Parts’ (barrons)
  15. Why AT&T May Be Leaning Toward a ‘Split-off’ of Its Discovery Stake (barrons)
  16. China’s XI Doesn’t Want the Fed to Raise Rates Either (barrons)
  17. Get ready for the climb. Here’s what history says about stock-market returns during Fed rate-hike cycles. (marketwatch)
  18. Buy the Dip? Consider These Value Stocks and ETFs Instead. (barrons)
  19. China Seeks to Cushion Blow of Economic Pain as Momentum Slows (wsj)
  20. That Dallas Cowboys Ending Was the Goofiest Stuff I’ve Seen in Ages (wsj)
  21. Unilever Sets Out Ambition to Expand in Health Products (wsj)
  22. China’s Births Hit Historic Low, a Political Problem for Beijing (nytimes)
  23. Hedge Funds Are Dumping Tech, Buying Oil in Search for Returns (bloomberg)
  24. Big Tech Needs Big Profits With Multiples Under Fire: Tech Watch (bloomberg)
  25. Value-investing titan Seth Klarman opens up about rising inflation, Trump, and ballooning opportunities for his $31 billion Baupost (businessinsider)
  26. Netflix Gives Its Toughest Audience What It Wants (wsj)
  27. Oil hit 7-year highs as tight supply bites (reuters)
  28. China’s record trade gap a symptom of struggle to rebalance its economy (ft)

Be in the know. 20 key reads for Monday…

  1. China Cuts Policy Interest Rate for First Time Since April 2020 (bloomberg)
  2. China’s Xi says countries must abandon ‘Cold War mentality,’ warns against confrontation (cnbc)
  3. A quiet comeback is starting in emerging markets (ft)
  4. Hundreds of U.S.-listed companies are off more than 20% from highs. (wsj)
  5. Tom Brady surprises 10-year-old cancer survivor with Super Bowl tickets (nypost)
  6. China’s Population Stalls With Births in 2021 the Lowest in Modern History (wsj)
  7. China’s Population Crisis Is Complicated. What It Means for the Country’s Economy. (barrons)
  8. Angi Could Be the Next Uber. Its Stock Looks Too Cheap. (barrons)
  9. Here Are 13 Stocks Whose Pandemic Dividend Suspensions Remain (barrons)
  10. China Seeks to Cushion Blow of Economic Pain as Momentum Slows (wsj)
  11. China GDP Grew 8.1% in 2021, but Momentum Slowed in Quarter (wsj)
  12. Big Tech Braces for a Wave of Regulation (wsj)
  13. These TikTok Stars Made More Money Than Many of America’s Top CEOs (wsj)
  14. Why China’s Central Bankers Are Still Worried (wsj)
  15. Amazon Scraps Plan to Stop Accepting Visa’s U.K. Credit Card (barrons)
  16. Day Traders as ‘Dumb Money’? The Pros Are Now Paying Attention (wsj)
  17. How to Use a Free Password Manager—and Make Your Logins Safer (wsj)
  18. Analysis: China’s ‘zero-COVID’ campaign under strain as Omicron surges (reuters)
  19. Boom Times for Classic Car Auctions Conducted Online (nytimes)
  20. Wells Fargo price target raised to $67 from $57 at Keefe Bruyette (thefly)

Be in the know. 10 key reads for Sunday…

  1. January Monthly Option Expiration Week Mixed Last 23 Years (almanactrader)
  2. The Campbell Soup Company Is A Lot Bigger Than You Ever Realized (digg)
  3. Bank Investors Must Wait for the Benefits of Rising Interest Rates (wsj)
  4. Welcome To “Billionaires’ Dirt Road”: This Pastoral Town Is Home To Larry Fink, Georgina Bloomberg, David Letterman, Richard Gere And More (forbes)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. Disney’s CEO reveals his strategy for 2022 and beyond—including creating a metaverse with your favorite characters (fortune)
  7. Understanding the Metaverse and Web 3.0 (goldmansachs)
  8. 5G’s next big launch could make its improved speed promises a reality (cnet)
  9. TikTok made me buy it (npr)
  10. Disappointing Decade for European Bank Stocks Gives Way to Rally (bloomberg)