Be in the know. 28 key reads for Saturday…

  1. 10 key debates on, and reasons to buy, China in 2022 (Goldman Sachs)
  2. Expect a Tough Year for Stocks but Lots of Opportunities for Bargain Hunters, Barron’s Experts Say (barrons)
  3. Retail Sales Fell in December. Why Some Economists Say the Decline Will Be Short-Lived. (barrons)
  4. In Proof That Irony Is Dead, People are Trying to Make Beanie Babies NFTs (futurism)
  5. Banks’ Earnings Show Lenders Aren’t All the Same. It’s Time to Pick and Choose. (barrons)
  6. The Misery Index Is Rising. What That Says About Rates. (barrons)
  7. Macau Reveals Casino Law Changes. Las Vegas Sands, Wynn Are Soaring. (barrons)
  8. Get ready for the climb. Here’s what history says about stock-market returns during Fed rate-hike cycles. (marketwatch)
  9. Las Vegas Sands Stock Could See Better Luck Ahead (barrons)
  10. After Scramble to Replace NHL Players, USA Hockey Reveals Men’s Olympic Team (wsj)
  11. How Game Theory Changed Poker (wsj)
  12. Wells Fargo profits soar thanks to increase in loans, cost-cutting steps (nypost)
  13. The Big Read. Zero-Covid policies threaten Hong Kong’s place in the world (ft)
  14. Opinion: Four reasons why value stocks are poised to outperform growth in 2022 — and 14 stocks to consider (marketwatch)
  15. JPMorgan plots ‘astonishing’ $12bn tech spend to beat fintechs (ft)
  16. opinion content. Person in the News. Ken Griffin, financial prodigy turned industry giant (ft)
  17. US accuses Russia of planning ‘false-flag operation’ in eastern Ukraine (ft)
  18. Elon Musk’s Tunnel System Works, but the Real Test Is Still to Come (bloomberg)
  19. The Virus Has Changed. Maybe We Should, Too. (bloomberg)
  20. Here Are the Most Eye-Popping Cars at the 2022 Tokyo Auto Salon (bloomberg)
  21. As bond yields spike to their highest levels of the recovery, a Wall Street firm shares exactly how investors can maximize their hunts for yield — and how to adjust portfolios now (businessinsider)
  22. GE suspends Covid vaccine, testing rules after high court nixes Biden mandate (cnbc)
  23. How Olympic gold medalist Tara Lipinski stays motivated: ‘I’m competitive’ (cnbc)
  24. Opinion: Nasdaq near a 10% correction isn’t the sell signal you probably think it is (marketwatch)
  25. Opinion: Why interest rates aren’t really the right tool to control inflation (marketwatch)
  26. Netflix is raising prices (cnn)
  27. Selling Out (oaktreecapital)
  28. Legendary investor Mario Gabelli breaks down auto, aerospace stocks to watch (youtube)

Be in the know. 20 key reads for Friday…

  1. Macau Reveals Casino Law Changes. Las Vegas Sands, Wynn Are Soaring. (barrons)
  2. JP Morgan Says US Casinos in Macau Already Seen the Worst (gamblingnews)
  3. Macau keeps casino licences limited to six, halves duration (reuters)
  4. Macau Cuts Casino License Tenure, Caps Public Float in New Law (bloomberg)
  5. China reforms securities settlement system to attract foreign capital (reuters)
  6. Retail Sales Fell in December as Omicron and Inflation Stymied Spending (barrons)
  7. JPMorgan Earnings Beat Expectations. But the Stock Falls After Higher Expenses and Slower Trading. (barrons)
  8. Citi’s Trading Revenue Disappoints (barrons)
  9. Wells Fargo’s Quarterly Profit Soars 86% (wsj)
  10. 83 Squeeze. The Energy Report 01/14/2022 (Phil Flynn)
  11. S. industrial production edges lower in December as automobile production stumbles (marketwatch)
  12. With Biden Mandate Blocked, Many Companies Won’t Impose Covid-19 Vaccine Rules (wsj)
  13. Fed’s Brainard Says Reducing Inflation Is Top Priority (wsj)
  14. Omicron Appears to Have Peaked in U.K., Offering Hope the Wave Is Receding (wsj)
  15. Tom Brady Tackled These Guys. They Still Can’t Believe It. (wsj)
  16. Nike and Adidas Are Dipping Toes Into the NFT Market. The Sneakerheads Are Into It. (com)
  17. After Scramble to Replace NHL Players, USA Hockey Reveals Men’s Olympic Team (wsj)
  18. As Fintech Eats Into Profits, Big Banks Fight Back in Washington (bloomberg)
  19. China’s Trade Surplus Hit a Record $676 Billion in 2021 (bloomberg)
  20. Here’s the full list of the best-selling electric cars in China for 2021 (cnbc)

Be in the know. 20 key reads for Thursday…

  1. Boeing Stock Leaps On Report 737 MAX To Return To Service In China Later This Month (thestreet)
  2. Delta Air Lines Earnings Beat Expectations. (barrons)
  3. Shell’s Buybacks and Low-Carbon Energy Shift Make This a Buying Opportunity (barrons)
  4. Wall Street Is Talking About the Fed’s Balance Sheet. What to Know About ‘QT.’ (barrons)
  5. Inflation Surge Is on Many Executives’ List of 2022 Worries (wsj)
  6. Fed’s Brainard to Tell Congress That Reducing Inflation Is Top Priority (wsj)
  7. U.S. Initial Jobless Claims Rose to Highest Since Mid-November (bloomberg)
  8. Smaller Gain in U.S. Producer Prices Is Hint of Cooler Inflation (bloomberg)
  9. Sell Dollar for Everything Else Is Echoing Across Trading Rooms (bloomberg)
  10. Discovery Shares Poised for Gains After Rough 2021 (bloomberg)
  11. Biogen Prepares to Fight Medicare Over Alzheimer’s Drug Limits (bloomberg)
  12. Wharton professor Jeremy Siegel sees the S&P 500 jumping 9% this year, saying stocks are the place to be when inflation is rising (businessinsider)
  13. These are the types of companies Warren Buffett says you should invest in during times of inflation (marketwatch)
  14. Saudi Sovereign Wealth Fund To Buy $10 Billion In Stocks This Year (zerohedge)
  15. Wells Fargo expects four U.S. rate hikes this year, cuts growth forecast (streetinsider)
  16. AT&T (T): UBS Expects WarnerMedia Sale Completed in 2Q, Seen as a Catalyst for Shares and Paving the Way for Buybacks in 2023 (streetinsider)
  17. Susquehanna Upgrades Delta (DAL) and United (UAL) to Positive, Downgrades Southwest (LUV) and Sprint (SAVE) to Neutral (streetinsider)
  18. Stabilisation signs emerge after inflation palpitations (reuters)
  19. J.P. Morgan: Hedge Funds Could Be the Go-To Investment for 2022 (institutional nvestor)
  20. Short sellers tuck into Beyond Meat (ft)