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Opinion: Expect this ‘Roaring 2020s’ market to keep stocks up and bring inflation down (marketwatch )
China’s State-Backed Funds Have Bought $57 Billion of Stocks, UBS Says (bloomberg )
Are We in a Productivity Boom? For Clues, Look to 1994. (nytimes )
This Steakhouse Stock Is a Rare Find. It’s Primed for Gains. (barrons )
Norwegian Cruise Stock Is Sailing Higher After Earnings. Demand Is at Record Levels. (barrons )
Whirlpool Seeks to Boost Returns, Maintain 6.5% Dividend (barrons )
Investors Flock Back to Biotech After a Long, Cold Spell (wsj )
Fed Rate Cuts Are Likely to Be Slow — But Not Necessarily Steady (bloomberg )
Office Tower Deal for $1 Reveals Anxiety Among Longtime Buyers (bloomberg )
Alibaba’s $1B Bet on AI Start-Up Moonshot Marks Major Push into Generative Tech (benzinga )
*G Sachs: BABA-SW Re-igniting E-commerce & Cloud Growth, Aiming Stable Profits & Shareholder Returns (aastocks )
LNG Demand Will Surge 50% in Next Decade, Woodside CEO Says (bloomberg )
After doubts about Alibaba’s future, co-founder Joe Tsai says: ‘We’re back’ (cnbc )
Alibaba chairman Joe Tsai says e-commerce giant is set to bounce back: CNBC (scmp )
Geoff Seeley Joins PayPal as Chief Marketing Officer (paypal )
Investors Flock Back to Biotech After A Long, Cold Spell (wsj )
China de-linking talk is overdone and it’s still key to the global economy, Asian Development Bank says (cnbc )
US Chamber Chief Visits China in Sign of Warming Business Ties (bloomberg )
Jack Ma’s Ant Group piles into fight with Citadel for Credit Suisse’s Chinese business: report (marketwatch )
New Cars Are Becoming More Affordable. That’s Good for Buyers and Auto Stocks. (barrons )
China Is Stockpiling for the Next Phase of the Chip Wars (wsj )
Beijing Needs A Second Act After Rebound In Stocks (zerohedge )
CEOs showing big interest in AI, former AOL CEO says (foxbusiness )
German pharma group finds no unexpected side effects during trial, including at higher doses (ft )
Weight-Loss Drugs Have One Big Problem. These Drugmakers Are Taking It On. (investors )
GM returns to France with fully-electric Cadillac Lyriq (reuters )
China State Firm Sells Bonds to Help Fund LGFV in Rare Move (bloomberg )
China Protest Watcher Says Police Questioning His X Followers (bloomberg )
Opinion: 9 stock tips hiding in Warren Buffett’s latest letter to Berkshire shareholders (marketwatch )
I Read All 59 of Warren Buffett’s Annual Letters. These Are the Best Parts. (wsj )
ASOS: The Return Grift Is Over (thecut )
March: Historically Solid, but Plagued by Steep Losses in Election Years 1980 & 2020 (almanactrader )
Korean Stocks Have a New Driver: The Government (wsj )
Natural Gas Hasn’t Been This Cheap in Decades (wsj )
Meet the Former CFO Who Thinks He Can Fix Disney (wsj )
He Made $36 Million From LIV Golf. He’s Spending It on Bull Riding. (wsj )
Inside Yo Gotti’s $100 Million Music Empire (forbes )
Dozens Of KFC, Taco Bell And Dairy Queen Franchises Are Using AI To Track Workers (forbes )
14 Best Beaten Down Stocks To Buy Right Now (insidermonkey )
Weekly Leading Economic Index (advisorperspectives )
Aston Martin’s 2025 Vantage Is A Stylish Speed Demon (maxim )
Nvidia Hardware Is Eating the World (wired )
An oil boom, a property slump and dental deflation (npr )
We Put a Lamborghini Miura in a Wind Tunnel to See How Far Supercar Aero Has Come (roadandtrack )
Lunar New Year Spending Rebounds; China Box Office Record and AI Gives Gifting an Upgrade (alizila )
Charlie Munger – The Architect of Berkshire Hathaway (berkshirehathaway )
Berkshire Annual shareholder letter (berkshirehathaway )
Buffett calls the late Charlie Munger ‘part older brother, part loving father’ in heartfelt tribute (cnbc )
Bezos, Nvidia Join OpenAI in Funding Humanoid Robot Startup (bloomberg )
“Berkshire now has – by far – the largest GAAP net worth recorded by any American business,” Buffett said in the annual letter. “Record operating income and a strong stock market led to a year-end figure of $561 billion. The total GAAP net worth for the other 499 S&P companies – a who’s who of American business – was $8.9 trillion in 2022.” (bloomberg )
Opinion: Nvidia is the ‘Magnificent One’ now — but these rivals are closing in (marketwatch )
It would not be surprising “if China stocks staged a bit more of a rally here,” Chris Wood, global head of equity strategy at Jefferies Financial Group Inc., wrote in a note this week. “For those investors who have conviction on particular bottom-up stories, it makes sense to add here since stocks are clearly cheap.” (bloomberg )
The Best Technology Stocks to Buy (morningstar )
Undervalued by 40%, This Stock Is a Buy for High-Risk Investors (morningstar )
Michael Mauboussin on increasing returns to scale (ft )
Michael Mauboussin – Pattern Recognition and Public Markets (EP.370) (podcast )
Berkshire Hathaway’s Charlie Munger Was a Journalist’s Dream: He Never Held Back (barrons )
Opinion: The ‘cardboard-box’ recession is over. An out-of-the-box economic recovery is coming. (marketwatch )
A growing number of stocks are joining the market’s rally — even as Big Tech still gets the most attention (marketwatch )
The AI boom of today and the telecom bubble of 1990s share these similarities (marketwatch )
PBOC Tries to Get ‘More Bang for the Buck’ With Surprise Moves (bloomberg )
A Florida Grudge Match Splits the World’s Richest Car Collectors (bloomberg )
China’s Central Bank Tries to Catch Markets Off Guard With Surprise Easing (bloomberg )
China Recovery Bets Grow on Beijing’s Moves to Stem Stock Rout (bloomberg )
Nvidia Is a Must-Buy. Or Is It? (nytimes )
China’s Xi Seeks to Boost Auto, Appliance Sales in Consumer Push (bloomberg )
Lotus Technology Cars Are Legit. We Drove One. (barrons )
Goldman Sachs’s Chief Economist Has Nailed Big Calls. Here’s His Next One. (wsj )
Moderna Is Pivoting From Covid—the Results Are on Their Way (wsj )
Goldman Pushes Back Bet on First Fed Interest-Rate Cut to June (bloomberg )
T-Bills Without Tax Bills? This Fund Says It Cracked the Code (bloomberg )
Luxury’s Earnings Season Proved to Be a Game Changer, Citi Says (bloomberg )
Intel’s Revival Hinges on Nvidia, AMD Extending a Helping Hand (bloomberg )
Nothing Goes Up Forever. This Rule Will Tell You When To Sell Nvidia Stock. (investors )
Wall Street keeps likening Nvidia to dot-com-era Cisco. Is the comparison justified? (marketwatch )
2 Natural-Gas Stocks That Will Benefit From Tightened Supply (barrons )
China’s Stock-Sale Ban Eases Path to Propping Up Reeling Markets (wsj )
Germany’s Economy Is Stuck. But Stocks Are Looking Cheap. (barrons )
Gym attendance falls flat as Ozempic is blamed for causing people to vomit during workouts (nypost )
Intel and OpenAI Gauge Chip Demand, and Other Tech News Today (barrons )
Royal Caribbean Hikes Guidance on Surging Cruise Demand. The Stock’s Rally Can Resume. (barrons )
Stocks can get more expensive, says strategist. Don’t get in front of FOMO for now. (marketwatch )
What’s Holding Back Auto Stocks? It Could Be Dividends. (barrons )
Nvidia Stock Surges. Earnings Answered 3 Key Questions. (barrons )
Fed Minutes Show Embrace of Inflation Progress but No Hurry to Cut Rates (nytimes )
The S&P 500 could hit 5,400 by year-end, says Ed Yardeni (cnbc )
NVDA Adds Record $250BN In Market Cap Overnight: Two Goldman Sachs Or A Whole Netflix (zerohedge )
Nvidia Declares AI a ‘Whole New Industry’—and Investors Agree (wsj )
It’s Been 30 Years Since Food Ate Up This Much of Your Income (wsj )
Killing Time During a Layover? These Golf Courses Near Airports Should Help (wsj )
Rolls-Royce shares jump 10% after 2023 profits more than double (cnbc )
Chinese tourists are driving Asia-Pacific’s travel boom — flight bookings to hit pre-pandemic levels (cnbc )
UBS says hot, demand-driven inflation is positive for stocks, raises its S&P 500 target to a Wall Street high (businessinsider )
These 3 charts show that today’s stock market is nowhere near the bubble extremes of 1999 (businessinsider )
Will Food Prices Stop Rising Quickly? Many Companies Say Yes. (nytimes )
China Tightens Grip on Stocks With Net Sale Ban at Open, Close (bloomberg )
Did The India Bubble Just Burst (zerohedge )
Natural-gas prices bounce 8% as Chesapeake plans production cuts (marketwatch )
Bank of America: These 25 stocks with sustainable dividends trading at a 50% discount to the market should outperform during this recovery (businessinsider )
China Drafts Law to Protect Private Firms to Boost Confidence (bloomberg )
Quant Hedge Funds Face China Clampdown After Rare Account Freeze (bloomberg )
China Stocks Jump to Highest in Weeks (bloomberg )
Why Nuclear Power Should Be Ramped Up (bloomberg )
Two years after Apple quit Russia over Ukraine, Vision Pros are for sale in Moscow (cnbc )
Amazon to replace Walgreens in Dow Industrial Average next week (cnbc )
Crown Castle co-founder launches proxy fight after Elliott rejection (cnbc )
Oppenheimer’s Stoltzfus expects stock rally to expand beyond the tech sector (streetinsider )
Goldman turns positive on global equities (streetinsider )
UBS now sees Fed starting to cut rates in June (streetinsider )
China circumvents US tariffs by shipping more goods via Mexico (ft )
Mortgage Rate Cut and New CSRC Head’s Outreach Lift Markets (chinalastnight )
Nvidia is all about risk management and exposure maintenance, says Tim Urbanowicz (cnbc )
UBS says hot, demand-driven inflation is positive for stocks, raises its S&P 500 target to a Wall Street high (businessinsider )
AI’s golden child takes center stage today (businessinsider )
3 things could pop megacap stock bubble — and ‘weigh heavily’ on broader market (marketwatch )
Fed Minutes May Shed Light on Rate-Cut Calculus (barrons )
Wall Street’s ‘mob psychology’ could fuel a dangerous stock meltup, warns top strategist (marketwatch )
Daytona 500 highlights: All the top moments from William Byron’s win in NASCAR opener (usatoday )
Nvidia’s earnings report could kill the momentum driving U.S. stocks higher, regardless of how it turns out. (marketwatch )
The Economy Is Booming, Data Show. Wall Street Disagrees. (wsj )
Everything China’s Doing to Rescue Its Battered Stock Market (bloomberg )
China boosts property funding with first cut in key loan rate since June (cnbc )
China data shows biggest travel surge since COVID (marketwatch )
China cuts mortgage rates by record amount to help struggling property sector (marketwatch )
Wall Street Firms Are Flip-Flopping on Climate. Here’s Why. (nytimes )
Citi’s Montagu: US equity futures bullish positioning unchanged despite pullback (streetinsider )
Bernstein raises Disney (DIS) PT, expects positive impact from password-sharing crackdown (streetinsider )
Is Highflyer Nvidia Losing Its Luster? (institutionalinvestor )
How War in Europe Boosts the U.S. Economy (wsj )
Billions Start Flowing to Chip Makers for New U.S. Factories (wsj )
Tiger Woods Offers a Glimpse of What’s Next (wsj )
Are Lithium Stocks at Rock Bottom? (wsj )
Nike Joins Growing List of US Companies Doing Large Layoffs (bloomberg )
Airbus says competition from China’s Comac C919 is ‘not going to rock the boat’ (cnbc )
Elon Musk says Neuralink’s first patient can move a computer mouse ‘by just thinking’ (businessinsider )
Goldman Sachs ups year-end S&P 500 target to 5,200, says Big Tech must do the heavy lifting (marketwatch )
Nvidia’s Staying Power Is the $2 Trillion Question (wsj )
These Drug Companies Are Going Nuclear to Fight Cancer (wsj )
China’s New Securities Chief Meets With Market Participants to Address Concerns (wsj )
In Rare Move, China Stock Watchdog Vows to Heed Market Criticisms to Avert $5 Trillion Rout (bloomberg )
China Supercharges Stimulus With Biggest Cut In Mortgage Reference Rate On Record (zerohedge )
Ozempic Users Slash Snack Buying At Supermarkets, Survey Finds (zerohedge )
Lots of positive signals from the market beneath the mega-caps, says Ryan Detrick (cnbc )
PayPal stock trades near its cheapest valuation in history, and one Wall Street analyst sees triple-digit upside for shareholders. (fool )
China’s Premier Urges ‘Forceful’ Action to Boost Confidence (bloomberg )
China State Banks Earmark $8 Billion for Property Projects. Authorities are stepping up support for housing market. (bloomberg )
The CPI overshoot is a statistical artifact (scottgrannis )
Year of the Dragon Starts With Roar for the Tourism Industry, says Alibaba’s Fliggy (alizila )
Any stimulus signs emerging ahead of the key annual meetings in March, where the leadership announces the economic growth target and development goals, will thus be closely watched.(bloomberg )
Stock Bulls Turn to Europe for Cheap Alternative to Magnificent Riches (bloomberg )
Tourism to Hong Kong and Macau also surged, as did trips to places such as Singapore where Chinese travelers were able to enjoy relaxed visa rules. (bloomberg )
China’s National Team Is Back at Work as Stock Trading Resumes (bloomberg )
China’s Hainan Cuts Down Payment for First-Home Buyers (bloomberg )
China’s JD.com in Early-Stage Talks to Buy UK Retailer Currys (bloomberg )
What’s really happening with the Evergrande liquidation (npr )
The great dollar store backlash (thehustle )
Jerome Powell plans to cut interest rates despite persistent inflation (nypost )
Market’s Bullishness On Euro Against Dollar Looks Misplaced (zerohedge )
Goldman Sachs raises S&P 500 price target on earnings strength (streetinsider )
Some regional electric grids ‘in trouble’ over the next few years, says Skylar’s Bill Perkins (cnbc )
Robb Report’s 2024 Car of the Year: The 10 Contenders (robbreport )
Masters in Business: Bill Dudley (bloomberg )
Up 7 of Last 12 After Presidents’ Day but Still Weak Long Term (almanac trader )
Natural Gas Crashes Into Historic 25-Year Price Support (kimblechartingsolutions )
Michigan Consumer Sentiment Essentially Unchanged in February (advisorperspectives )
Producer Price Index: Wholesale Inflation Inches Down to 0.9% in January (advisorperspectives )
Weekly Leading Economic Index (advisorperspectives )
Banner week for billionaire investor Carl Icahn – a total of four board seats at JetBlue and American Electric Power will go to deputies as Icahn celebrates his 88th birthday (fortune )
Big Shale means ‘consolidate or get eaten,’ Wall Street is all in, and one of the ‘last original wildcatters’ will become America’s richest oilman (fortune )
We Drove The Ferrari Roma Spider Through Italy’s Sardinian Mountains (maxim )
