Be in the know. 22 key reads for Saturday…

  1. The Nasdaq Is Off to Hot Start This Year. It Still Has Room to Run. (barrons)
  2. The Fed has won its ‘war’ against inflation, says JPMorgan analyst. And now it needs to stop hiking interest rates. (marketwatch)
  3. Chip Stocks Roar Back To Life As Inflation Eases (investors)
  4. U.S. Will Hit the Debt Limit Soon. This Is What’s at Stake. (barrons)
  5. ‘Deep Value’ Stocks Look Ready to Bounce Back From a Tough 2022 (barrons)
  6. The Age of Free Money Is Over. But There Are Still Plenty of Opportunities, Barron’s Roundtable Pros Say. (barrons)
  7. For All His Criticisms of Disney, Peltz and Iger Probably Agree: Streaming Has to Be Fixed (barrons)
  8. Big Tech Could Rebound Big Time. Here’s How. (barrons)
  9. Akamai CEO Tom Leighton Is Scooping Up Stock (barrons)
  10. AMD CEO Lisa Su Says the Future Will Be AI-Powered (barrons)
  11. China’s Reopening Is Unlikely to Spark Surge for Commodities (barrons)
  12. The Fed: Whose Words Carry the Most Weight (barrons)
  13. Commentary: Russia’s Oil Industry Has Been Rewired by Sanctions. That’s Fine by Moscow. (barrons)
  14. Tanking Biotech Stocks Will Mean a Big Year for Deals. Who Could Benefit. (barrons)
  15. To pick 2023’s winners, look to 2022’s losers (marketwatch)
  16. Small-cap stocks outperform so far in 2023 as U.S. equities book second week of gains this year (marketwatch)
  17. Why the Fed is still seeing $2.2 trillion in daily demand for its overnight repo facility (marketwatch)
  18. Europe’s Mild Winter Cushions Economic Blow of Ukraine War (wsj)
  19. America’s Biggest Banks Are Girding for a Recession but Aren’t Feeling One Yet (wsj)
  20. Chips Are the New Oil and America Is Spending Billions to Safeguard Its Supply (wsj)
  21. Global bond market rebounds strongly as inflation fears recede (ft)
  22. US stocks notch largest weekly gains in two months (ft)