Be in the know. 24 key reads for Tuesday…

  1. Fund manager allocation to U.S. stocks in January collapses, BofA survey finds (reuters)
  2. Hedge-fund legend Seth Klarman pounced on Amazon and parent companies of Google and Facebook in the fourth quarter (marketwatch)
  3. Investors Pour Into Chinese Stock Funds (wsj)
  4. Inflation Fell for the 7th Straight Month but Picture Is Mixed (barrons)
  5. The Big Read. Turning offices into condos: New York after the pandemic (ft)
  6. Coca-Cola sees signs of Powell’s ‘disinflationary process’ (Yahoo! Finance)
  7. Biotech Went Through Its IPO Boom. Now the Shakeout Is Underway (bloomberg)
  8. OJ’s Historic Price Squeeze Fades With Improving Supply Outlook (zerohedge)
  9. Biden Suddenly Orders Release Of Another 26 Million Barrels From Strategic Oil Reserve (zerohedge)
  10. BofA Survey Shows Investors Don’t Expect the Stock Rally to Last (bloomberg)
  11. 7 Stocks Generate An Astounding 25% Of The S&P 500’s Profit (investors)
  12. FT says Meta may lay off more staff soon; BofA praises ‘new efficiency mentality’ (streetinsider)
  13. George Soros loads up on Tesla and these other beaten-down stocks (marketwatch)
  14. Disney remains JPMorgan’s ‘favorite name’ for stocks in uncertain media industry (marketwatch)
  15. ‘A different animal’: The bear market is ‘over,’ but that doesn’t unleash bulls to send stocks on a 2023 tear, according to Wells Fargo (marketwatch)
  16. Fund managers and corporate executives have sharply reduced their recession expectations (marketwatch)
  17. ‘Unscripted’ Review: Sex, Lies and Viacom (wsj)
  18. Goldman’s CEO Says Business Leaders Are More Optimistic on Economy (bloomberg)
  19. Why Amazon, TikTok and YouTube are betting big on QVC-style livestream shopping (cnbc)
  20. Father of internet warns: Don’t rush investments into A.I. just because ChatGPT ‘is really cool’ (cnbc)
  21. Goldman Sachs CEO says odds of a ‘softer landing’ for U.S. economy have improved (cnbc)
  22. Vodafone rises after Liberty Global stake boosts M&A hopes (reuters)
  23. Fund managers rush into emerging stocks and cut cash – BofA survey (reuters)
  24. Amazon chief vows to ‘go big’ on physical stores (ft)