Be in the know. 30 key reads for Tuesday…

  1. Stocks Are Pricey. Here’s Where to Find Value Now. (Barron’s)
  2. Nokia Is Cutting Up to 10,000 Jobs to Boost 5G Investment (Barron’s)
  3. What to Focus on as Fed Rate Panel Meets (Barron’s)
  4. ‘Taper tantrum’ worries creeping in, but equity crash not imminent: BofA (Reuters)
  5. Opinion: Why the health-care sector — not gold — is the best inflation hedge (MarketWatch)
  6. ‘Big Short’ investor Michael Burry slams NFTs with a quote warning ‘crypto grifters’ are selling them as ‘magic beans’ (Business Insider)
  7. Fed aims for tricky balance between wounded economy, booming outlook as it unveils new forecasts (USA Today)
  8. COVID-19 is no longer the biggest tail risk: BofA fund manager survey (Yahoo! Finance)
  9. How the U.S. Got It (Mostly) Right in the Economy’s Rescue (New York Times)
  10. U.S. Retail Sales Declined in February as Weather Impeded Demand (Bloomberg)
  11. Sucking It Down. The Energy Report 03/16/2021 (Phil Flynn)
  12. Xi Jinping Warns Against Tech Excess in Sign Crackdown Will Widen (Bloomberg)
  13. Biden’s Planned Tax Hike to Hit People Earning Over $400,000 Hardest (Bloomberg)
  14. The World’s Three Biggest Coal Users Get Ready to Burn Even More (Bloomberg)
  15. Investing in bonds has ‘become stupid,’ Ray Dalio says. Here’s what he recommends instead (MarketWatch)
  16. Are Americans Ready To Travel? BofA Sees Biggest Airline Bookings Jump Since Pandemic Began (Benzinga)
  17. Goldman Sachs Sees a Faster than Expected Airline Recovery Suggests Buying ALK and/or UAL, Both PTs Raised (Street Insider)
  18. EU says Pfizer to deliver over 200 million vaccine doses in second quarter (Street Insider)
  19. Gilead (GILD), Merck (MRK) Announce Agreement to Jointly Develop and Commercialize Long-Acting, Investigational Treatment Combinations of Lenacapavir and Islatravir in HIV (Street Insider)
  20. Goldman Sachs Sees a Faster than Expected Airline Recovery Suggests Buying ALK and/or UAL, Both PTs Raised (Street Insider)
  21. Fed officials may talk technical rate move but delay acting for now (Street Insider)
  22. What Does The Olive Garden Reveal About Dining Sector Recovery? (Benzinga)
  23. AstraZeneca Trial Data May Not Be Impressive, Setting Up a Buying Opportunity (Barron’s)
  24. China’s Regulators Punished Tech Giants and Rattled Investors. What Could Come Next. (Barron’s)
  25. U.S. Banks Will Turn Last Year’s Fear Into This Year’s Profits (Wall Street Journal)
  26. Why Berkshire Hathaway Energy Is One of Warren Buffett’s 4 ‘Jewels’ (Barron’s)
  27. Berkshire Hathaway Proxy Shows Warren Buffett Is Old School When it Comes to Compensation, Board Makeup (Barron’s)
  28. Fed should ‘switch’ up its playbook and buy more Treasurys, fewer mortgage bonds, urge analysts (MarketWatch)
  29. Value stocks are making a comeback. Don’t get left behind, these analysts say (MarketWatch)
  30. Five things to watch from the Federal Reserve meeting (Financial Times)