Be in the know. 18 key reads for Monday…

  1. The coming commercial real estate crash that may never happen (cnbc)
  2. Micron Stock Jumps as Samsung Cuts Chip Output. Why the Sector Is Poised to Rebound. (barrons)
  3. Ford and GM Stock Are ‘Exceptionally Undervalued,’ Says Value-Investing Star (barrons)
  4. Here are Goldman’s 4 things to watch for as gloomiest earnings season since pandemic begins (marketwatch)
  5. Investors looking for further proof of a ‘credit crunch’ just got it, says this strategist. (marketwatch)
  6. Investors View Corporate Earnings Season as Next Test for Stocks (wsj)
  7. Argus adds Intel (INTC) stock to its Focus List, sees it as a ‘deep-value opportunity’ (streetinsider)
  8. The Video Streaming Numbers Game Is Shifting (wsj)
  9. China’s first batch of shares under new IPO system surge in debut (reuters)
  10. Occidental Plans to Suck Carbon From the Air—So It Can Keep Pumping Oil (wsj)
  11. Bond Market Is Overplaying the Risk of a Deep Recession (bloomberg)
  12. Most of Wall Street is panicking about commercial real estate – but Goldman Sachs says there’s little chance it triggers a financial crisis (businessinsider)
  13. A $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties (bloomberg)
  14. What Commercial Real Estate Stress Means for Banks and Bond Funds (bloomberg)
  15. Apple’s 40% Plunge in PC Shipments Is Steepest Among Major Computer Makers (bloomberg)
  16. Taiwan Says China Military Drills Similar to Pelosi Response (bloomberg)
  17. Jon Rahm Comes Back From Behind to Win Masters at Augusta (bloomberg)
  18. An under-the-radar stock market indicator is pointing to more gains ahead (businessinsider)