Be in the know. 23 key reads for Monday…

  1. Apartment Rents Fall as Crush of Supply Hits Market (wsj)
  2. An acceleration of digitalisation is crucial to fully promoting China’s ‘great rejuvenation’, says road map released by ruling Communist Party (scmp)
  3. Opinion: ‘We remain in the soft-landing club’: Strategist Ed Yardeni’s bullish scenario puts S&P 500 up more than 20% by end of 2023 (marketwatch)
  4. Several tech firms in China, including Alibaba and Tencent, have committed to releasing their own chatbots that can rival OpenAI’s (scmp)
  5. Star Banker in China Who Vanished Is Said to Be Aiding Government Inquiry (nytimes)
  6. Pfizer in Talks to Buy Seagen for $30 Billion or More (barrons)
  7. The Forward Discount Investors Accept or Deny (finomgroup)
  8. Why Warren Buffett Doesn’t Worry Much When the Market Goes Down (barrons)
  9. The Dot-Com Bubble Peaked 23 Years Ago. The Nasdaq Has Barely Beaten Inflation Since Then. (barrons)
  10. Covid-Era Savings Are Crucial to China’s Economic Recovery (wsj)
  11. ChatGPT Heralds an Intellectual Revolution (wsj)
  12. This is what Warren Buffett, a self-described ‘so-so investor,’ says is his ‘secret sauce’ (marketwatch)
  13. Bets on a rise in Wall Street’s fear gauge swell to most since March 2020 (wsj)
  14. ‘You can learn a lot from dead people.’ Charlie Munger, Warren Buffett’s 99-year-old partner, doles out investing wisdom. (marketwatch)
  15. Amyloid Gains Converts in Debate Over Alzheimer’s Treatments (wsj)
  16. Chinese E-Commerce Flourishes on U.S. Soil (wsj)
  17. Warren Buffett’s Slap at Buyback Illiterates Rings True (wsj)
  18. Confused about what’s causing inflation? This metric shows what’s driving the price rise. (marketwatch)
  19. New Salesforce Has to Keep Selling (wsj)
  20. Goldman Sachs Sets $30 Billion Repurchase Plan as Buyback Pace Climbs (bloomberg)
  21. Fewer S&P 500 companies mention ‘inflation’ during earnings calls despite elevated concern over price pressures (marketwatch)
  22. JPMorgan Says Prepare to Dump Value Stocks for Growth (bloomberg)
  23. US companies say it is easier to hire despite low jobless rate (ft)