Be in the know. 23 key reads for Thursday…

  1. Amazon and Other Quality Stocks Have Been Hit Hard. They Could Be Buys. (barrons)
  2. Spinoffs usually outperform their parent companies, Goldman Sachs research finds (marketwatch)
  3. China Declared ‘Freeze Is Over,’ Australia’s Trade Chief Says (bloomberg)
  4. Airbnb Puts Worries to Bed for Now (wsj)
  5. Biogen Boss Turns Corner on Alzheimer’s Miscues (wsj)
  6. The U.S. Consumer Bounces Back (wsj)
  7. Banks Re-Evaluate Ties With Crypto (wsj)
  8. Indonesia Holds Key Rate as Inflation, Rupiah Pressures Subside (bloomberg)
  9. Berkshire’s Munger Says Stock Is a ‘Good Bet.’ Company Won’t Be Broken Up. (barrons)
  10. Department Store Sales Surged in January. Why it Shocked Analysts. (barrons)
  11. Cisco Stock Rallies on Earnings Beat and Strong Outlook. It’s a Good Sign for Tech. (barrons)
  12. China Sanctioned Lockheed, Raytheon. It Shouldn’t Hurt the Stocks. (barrons)
  13. Austan Goolsbee Under Consideration to Serve as Fed’s Vice Chair (wsj)
  14. Kraft Heinz to Hold Off on Further Food-Price Hikes, Executives Say (wsj)
  15. Emerging-Market Rally Stalls on Concerns Fed Will Keep Raising Rates (wsj)
  16. Goldman Strategists See More US Spinoffs With Companies Squeezed (bloomberg)
  17. A $6 Trillion Wave of Money Revives an Arcane Corner of Wall Street (bloomberg)
  18. Who Will Be AI’s First Billionaire? It’s a Trick Question (bloomberg)
  19. Consumers Are Letting the Good Times Roll Again (bloomberg)
  20. Ferrari and Dodge Fine-Tune Artificial Noise for Electric Cars (bloomberg)
  21. Generac Holdings (GNRC) fundamentals to improve in H2 – Canaccord (streetinsider)
  22. Blackstone’s Jonathan Gray sees explosive travel demand from Chinese consumers (scmp)
  23. Ant’s Alipay+ makes push into Australia on post-Covid travel boom (scmp)