Be in the know. 15 key reads for Monday…

  1. Bristol Myers Squibb raises quarterly dividend and adds $15 billion to share buyback program (marketwatch)
  2. China Seen Adding Fiscal Stimulus After Setting 2022 Targets (bloomberg)
  3. Buybacks Hit Record After Pulling Back in 2020 (wsj)
  4. Southwest Air’s Skeptics Are ‘Missing the Point,’ CEO Says (bloomberg)
  5. Own everything but ‘bubble assets’ tech and crypto, recommends Institutional Investor hall of famer Rich Bernstein (cnbc)
  6. Buy these 38 stocks to profit as inflation spikes to its highest level in nearly 40 years — and avoid pain from future disruptions, Jefferies says (businessinsider)
  7. Beijing Signals Growth-Pain Threshold Is Reached (zerohedge)
  8. Disney (DIS) Stock Remains ‘Significantly Undervalued’, KeyBanc Analyst Sees Over 40% Upside (streetinsider)
  9. Dan Niles on Apple and China Internet Stocks (cnbc)
  10. The Bond Market Is Watching for a Fed Mistake. Check the Yield Curve. (barrons)
  11. As Inflation Roars, the Fed Faces a Thorny Choice (barrons)
  12. Here Are the Cheapest Stocks in Each Sector of the S&P 500 (barrons)
  13. Pfizer Booster Shots Are Effective Against Omicron Variant, Israeli Study Says (wsj)
  14. Traders Delay Bets for U.K. Rates Rising to 1% Amid Omicron Woes (bloomberg)
  15. Bond Traders Stare at Worst Real Returns Since Paul Volcker Era (bloomberg)