Be in the know. 25 key reads for Tuesday…

  1. Tencent Jumps on Report of Chinese Billionaire’s Big Buy Order (bloomberg)
  2. Baidu Stock Jumps Even as Earnings Miss Estimates. Here’s What to Like. (barrons)
  3. A pair of Amazon analysts debate whether the company should spin off its undervalued cloud business — and share why the stock has up to $500 billion in untapped value (businessinsider)
  4. BYD to use Baidu’s autonomous driving technology as it takes on Tesla (scmp)
  5. Chinese Developers Are Buying Back Their Bonds at a Discount (bloomberg)
  6. Ukraine Heading for More Brutal Phase of War as Russia Regroups (bloomberg)
  7. Hong Kong stocks erase losses as Chinese manufacturing data fuels optimism amid Ukraine crisis (scmp)
  8. Berkshire Hathaway Owner’s Manual (berkshirehathaway)
  9. Warren Buffett quietly boosted his Japan bets, warned about Fed rate hikes, and defended his tax contributions. Here are 12 key insights from his annual letter. (businessinsider)
  10. Why SWIFT Ban Is Such a Potent Sanction on Russia (bloomberg)
  11. Warren Buffett’s Preferred Equity Allocation Is 100%. Why the Berkshire CEO Hates Bonds. (barrons)
  12. China Shunning Russian Coal With Banks Nervous Over Sanctions (yahoo)
  13. Ukrainians Return Home to Fight Russia: ‘I Have to Go’ (wsj)
  14. Buyout Group Nears $4 Billion Deal for China’s 51job (bloomberg)
  15. JPMorgan’s Kolanovic Says ‘Worst Might Be Behind Us’ on Selloff (yahoo)
  16. Billionaire investor Carl Icahn says Russia’s invasion of Ukraine isn’t as big a deal for markets as inflation (businessinsider)
  17. The Coder Supply Chain Runs Through Ukraine (bloomberg)
  18. The Metaverse Finally Has a Killer App: Poker (bloomberg)
  19. Sea Predicts Growing E-Commerce Sales in Bid to Soothe Investors (bloomberg)
  20. Traders Abandon Bets on a Half-Point Fed Rate Hike in March (bloomberg)
  21. Tech Giants Stage Their First All-Out Brawl in the Metaverse (bloomberg)
  22. What to Watch During Biden’s First State of the Union Address (barrons)
  23. Recession 2023? Why the Fears of a Fed-Induced Hard Landing Are Overblown. (barrons)
  24. Why China Is Unlikely to Escalate Any Conflict With Taiwan Right Now (barrons)
  25. Germany Goes For Full Energy Policy Overhaul Amid Ukraine Crisis (zerohedge)