Be in the know. 20 key reads for Saturday…

  1. Fed’s Kashkari says rate hike ‘pause’ conceivable in spring (reuters)
  2. Boeing Is Set to Launch Its First New Jet in Nearly Five Years With Qatar Deal (bloomberg)
  3. Netflix Co-CEO Hastings Buys $20 Million of Shares After Drop (bloomberg)
  4. These Airline Stocks Could Take Flight in 2022 (barrons)
  5. A Year After It Began, Meme-Stock Mania Is on Life Support (barrons)
  6. Consumer Sentiment Slips (barrons)
  7. Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities. (barrons)
  8. This Is What an Earnings Slowdown Looks Like. (barrons)
  9. Alphabet’s Earnings Are Coming. All Eyes Are On the Google Parent’s Outlook. (barrons)
  10. Why Bill Ackman Sees More Play in Netflix Stock (barrons)
  11. S. Wages, Benefits Rose at Two-Decade High as Inflation Picked Up (wsj)
  12. Hedge Fund Melvin Lost $6.8 Billion in a Month. Winning It Back Is Taking a Lot Longer. (wsj)
  13. News in-depth. Masayoshi Son and Marcelo Claure: inside the expensive divorce at SoftBank (ft)
  14. Oaktree takes control of sprawling Evergrande building project near Shanghai (ft)
  15. Wall Street split on ‘buying the dip’ in whipsawing US stock market (ft)
  16. Chinese documentary prompts rare criticism of Xi’s anti-corruption campaign (ft)
  17. Turkey’s Erdogan Vows to Continue Lowering Interest Rates (bloomberg)
  18. A Stock Trader’s Guide to China’s Week-Long New Year Holiday (bloomberg)
  19. The stock market slump is raising recession fears but the actual data isn’t so ‘ominous,’ analyst says (businessinsider)
  20. Netflix is still a very cheap stock: Oakmark Funds’ Bill Nygren (cnbc)

Be in the know. 20 key reads for Friday…

  1. These Beaten-Down Emerging Market Tech Stocks Look Like Bargains (barrons)
  2. The bull market in stocks will have ‘a new lease on life’ if this technical indicator flashes, research firm says (businessinsider)
  3. As meme stocks fall, sports betting apps are angling for customers (nypost)
  4. Biden Wants Crypto Rules as National Security Matter (barrons)
  5. Prepare For Impact. The Energy Report 01/28/2022 (Phil Flynn)
  6. EU to ask Azerbaijan for extra gas supplies amid fears of Russia conflict (ft)
  7. Turkish lira steadies after tumbling 44% in tumultuous 2021 (ft)
  8. Inside Bill Ackman’s Big Netflix Buy (institutionalinvestor)
  9. Here’s what history says about stock-market returns during Fed rate-hike periods (marketwatch)
  10. What’s old is new again — the Dogs of the Dow are outperforming the stock market (marketwatch)
  11. Consumer spending slumps after omicron outbreak (marketwatch)
  12. Apple (AAPL) Stock Soars on Another Robust Quarter Fueled by Monster iPhone and Services Numbers, Analysts Raise PTs (streetinsider)
  13. Risk Parity Comes Under Pressure as Fed Tightens (bloomberg)
  14. Chevron shares retreat from a record after fourth-quarter profit falls short of expectations (cnbc)
  15. US wages rose less than expected in the fourth quarter as the labor shortage charged into 2022 (businessinsider)
  16. Boeing Might Be Making a New Plane (barrons)
  17. A Year After It Began, Meme-Stock Mania Is on Life Support (barrons)
  18. Value Stocks Are Becoming Better Long-Term Bets Than Growth (barrons)
  19. Biogen Sells Stake in Biosimilars Venture to Samsung Biologics for $2.3 Billion (barrons)
  20. The investment chief at the world’s largest hedge fund says stocks must sink another 20% before the Fed steps in (businessinsider)

Be in the know. 20 key reads for Thursday…

  1. China Airlines and Boeing (BA) Announce Order for Four 777 Freighters (streetinsider)
  2. Apple Reports Today. IPhone Demand in Focus. (barrons)
  3. Tesla’s Earnings Beat Was Better Than You Think (barrons)
  4. Economists Expected a GDP Growth Spurt. It Was Bigger Than Expected. (barrons)
  5. Southwest, JetBlue, and Alaska Air Earnings All Tell Investors the Same Thing (barrons)
  6. Netflix Stock Is Spiking. Bill Ackman’s Pershing Square Bought $1 Billion in Shares. (barrons)
  7. AMD Receives Approval From China for $35 Billion Purchase of Xilinx (barrons)
  8. Investors Are Fixated on Interest Rates, But Profit Margins Drive the Market (barrons)
  9. It’s not just Powell — Fed chiefs have been more hawkish after their first term, study finds (marketwatch)
  10. House’s China Bill Calls for Scrutiny of U.S. Investments There. It Could Be a Big Deal. (barrons)
  11. S. economy grows 6.9% in fourth quarter, GDP shows, as businesses restock and consumers boost spending (marketwatch)
  12. S. jobless claims drop 30,000 to 260,000 as omicron wave fades (marketwatch)
  13. Opinion: Warren Buffett’s advice for a volatile market: patience pays (marketwatch)
  14. Opinion: Warren Buffett is teaching meme-stock players, crypto traders and other naysayers some hard lessons about why market fundamentals still apply (marketwatch)
  15. China’s “National Team” Rushes To Save Stocks After Bear Market Signaled (zerohedge)
  16. Chinese Fund Managers Heed State Call to Invest After Stocks Stumble (wsj)
  17. It’s time to buy the dip as any further weakness in stocks is an opportunity to ride the upside through the rest of 2022, Goldman Sachs says (businessinsider)
  18. Green Dreams Die Hard. The Energy Report 01/27/2022 (Phil Flynn)
  19. S. Delivers Response to Russian Demands Amid Ukraine Crisis (wsj)
  20. Chinese Stocks See Mutual Funds Step In as Bear Market Sets In (bloomberg)