Be in the know. 25 key reads for Monday…

  1. Hedge funds caught in bigger squeeze than 2021 meme stock frenzy – Goldman Sachs note (reuters)
  2. What China Savings Mean For World Consumer Firms (zerohedge)
  3. China’s Local Entities Splurge on Land Shunned by Developers (bloomberg)
  4. China urges calm after U.S. shoots down suspected spy balloon (cnbc)
  5. China’s Mega Railway Project Hits Roadblock in Pakistan (bloomberg)
  6. China willing to restart trade dialogue with Australia after talks (reuters)
  7. Now That Zero-Covid Is Over, China Needs to Show Investors the Money (wsj)
  8. Key Events This Week: UMich, Inflation Expectations And All Ears On Powell Tomorrow (zerohedge)
  9. Adani Flagship’s Share Price Has 40% More Downside, NYU Professor Says (bloomberg)
  10. From Nike to Nutella: Company names you have probably been mispronouncing your whole life (cnbc)
  11. Toyota and 25 Other Stock Picks for This Year, According to Our Roundtable Pros (barrons)
  12. Prior Chinese Balloon Incursions Over U.S. Went Undetected, Officials Say (wsj)
  13. For Pete’s Sake. The Energy Report 02/06/2023 (Phil Flynn)
  14. States Are Flush With Cash, Which Could Soften a Possible Recession (wsj)
  15. January’s Hiring Boom Caught Economists by Surprise. Why Forecasts Often Miss the Mark. (wsj)
  16. When Does Elon Musk Sleep? Billionaire Speaks of Limits to Fixing Twitter and His Back Pain (wsj)
  17. Tesla Has Raised New Car Prices as Used Values Sink. Carvana Is Trying To Keep Up. (barrons)
  18. Onsemi reports Record fourth quarter automotive revenue of $989 million grew 54% year-over-year (onsemi)
  19. Lawrence Summers and IMF director both say odds of soft landing for U.S. are improving (marketwatch)
  20. Upbeat Economic Data Keep Investors on Edge About Fed (wsj)
  21. Wharton professor Jeremy Siegel warns the blowout US jobs report may be bad news for stocks – and could lead to a recession this year (businessinsider)
  22. Steve Eisman of ‘Big Short’ Fame Sees a New Paradigm Unfolding in Markets (yahoo)
  23. Investors snap up Wanda bonds in bet on China property revival (ft)
  24. Big Tech companies use cloud computing arms to pursue alliances with AI groups (ft)
  25. Apple’s Next Move: An iPhone That’s More High-End Than Pro Max? (benzinga)