Be in the know. 25 key reads for Saturday.

  1. J.P. Morgan Guide to the Markets – Q1 2022 (JPM)
  2. Harold Hamm: ‘Republican, Democrat . . . I’m an oilocrat’ (ft)
  3. Forget Fed Rate Hikes. How It Handles Its $9 Trillion in Assets Is What Really Matters. (barrons)
  4. Stock Market History, Illuminated (albertbridgecapital)
  5. Bring a Trailer Sold $829 Million in Cars in 2021, Walloping Auction Houses (bloomberg)
  6. What is Free Cash Flow Anyway? The fallacy of net income (canadianvalueinvestors)
  7. Supply Chain Constraints Are Easing. 5 Stocks That Should Benefit. (barrons)
  8. Biotech Stocks Are Due to Bounce Back. Vertex Pharmaceuticals Stands Out. (barrons)
  9. Deere Goes Autonomous With Its Farmer-Free Tractor (barrons)
  10. The Fed’s Hawkish Turn Clobbered Your Favorite Stocks. Here’s What Happens Next. (barrons)
  11. Alibaba Stock Is on a Tear. Here Are 5 Reasons Investors Are Buying the Dip. (barrons)
  12. Biogen’s Alzheimer’s Drug Has Another Shot at Success (barrons)
  13. Robinhood Is Making Changes. Keep an Eye on Its Stock. (barrons)
  14. Proterra Stock Sank in the SPAC Selloff. Now the Electric Bus Maker Looks Like a Bargain. (barrons)
  15. Nancy Pelosi makes millions off tech stocks (nypost)
  16. Bond Rates Threaten to Muzzle Dip-Buying Stock Bulls (bloomberg)
  17. Goldman’s Meena Flynn Is Telling Clients to Embrace U.S. Stocks (bloomberg)
  18. Wall Street banks set to report record profits for 2021 (ft)
  19. South Africa offers clues to life after Omicron (ft)
  20. US unemployment rate drops to 3.9% giving Fed room to raise rates (ft)
  21. As Beijing Takes Control, Chinese Tech Companies Lose Jobs (nytimes)
  22. Opinion: Value has beaten growth by a huge margin — these are now top investment newsletters’ best value-stock picks (marketwatch)
  23. 33 Undervalued Stocks for 2022 (morningstar)
  24. Cheap Stocks to Finally Have Their Day in 2022, Investors Say (bloomberg)
  25. Is Nuclear Power Part of the Climate Solution? (wsj)