Be in the know. 18 key reads for Tuesday…

  1. China’s Wealthy Shoppers Are Back. These Stocks Could Benefit. (barrons)
  2. Retail Investors Buy Record Amounts Of Six-Month Bills In Monday’s Auction (zerohedge)
  3. Xi blames Washington-led ‘containment, encirclement and suppression’ for challenges at home (wsj)
  4. China says U.S. relations have left ‘rational path’ (cnbc)
  5. Xi stressed the importance of the private sector to China’s economy, and urged companies to strengthen innovation and play a bigger role in establishing technology independence. (bloomberg)
  6. China Overhauls Financial Regulatory Regime to Control Risks (bloomberg)
  7. China rebuffs billionaire investor Mark Mobius’s warning that the government made it harder to get money out, report says (businessinsider)
  8. JPMorgan CEO Jamie Dimon says that the US can still avoid a recession and that the Russia-Ukraine war is the biggest geopolitical threat since World War II (businessinsider)
  9. Earnings Watch: ‘Analysts expect earnings declines for the first half of 2023, but earnings growth for the second half of 2023,’ FactSet says (marketwatch)
  10. Here’s what analysts are saying after China set its growth target at 5% (marketwatch)
  11. Powell Faces Congress. Inflation and the Debt Ceiling Are in Focus. (barrons)
  12. Consumer Spending Is Holding Back a Recession (barrons)
  13. Biden’s Budget Comes This Week. What It Means for the Debt Ceiling Fight and Stocks. (barrons)
  14. Powell’s Testimony Is About to Start. What History Says the Stock Market Does Next. (barrons)
  15. Capacity Tapped Out. The Energy Report 03/07/2023 (Phil Flynn)
  16. Why the Recession Is Always Six Months Away (wsj)
  17. NPC Begins, Premier Li Indicates China’s Economy Might Not Need Stronger Stimulus (chinalastnight)
  18. Big Tech Is the Big Artificial Intelligence Winner: Grab These 5 Top Stocks Before It’s Too Late (247wallst)

Be in the know. 12 key reads for Monday…

  1. China Sees ‘Rapid’ Consumer Rebound as UBS Lifts GDP Outlook (bloomberg)
  2. Xi Vows to Boost High-End Manufacturing in Face of US Pressure (bloomberg)
  3. Here’s What You Need to Know After Day One of China’s NPC (bloomberg)
  4. China Markets Await Further Bullish Signs From NPC: In Charts (bloomberg)
  5. China Sets 5% GDP Growth Target, Seeking a Revival (barrons)
  6. Apple Stock Is a Buy, Goldman Sachs Says. The Market Is Missing Something. (barrons)
  7. Fed’s Powell Faces Congress. The Questions Investors Need Answered. (barrons)
  8. Junk-Rated Companies Borrow Again (wsj)
  9. Tesla Slashes Model S and X Prices for the Second Time This Year (bloomberg)
  10. Here’s what analysts are saying after China set its growth target at 5% (marketwatch)
  11. Why the stock-market rally can keep going, says Morgan Stanley strategist who just warned of a death zone (marketwatch)
  12. exclusive | Hong Kong plans to relax valuation and track record rules for ‘specialist Big Tech’ to spur stock offers, sources say (scmp)

Be in the know. 25 key reads for Sunday…

  1. Ford to increase production of 6 models in 2023 (foxbusiness)
  2. China Seeks ‘Peaceful Reunification’ With Taiwan in Key Report (bloomberg)
  3. China sets GDP target of ‘around 5%’ for 2023 (cnbc)
  4. Here’s how much economists expect China’s GDP to grow this year (cnbc)
  5. China Central Government to Borrow More: 2023 Budget Details (bloomberg)
  6. The Economy’s Road to Wellville (wsj)
  7. Maria Vassalou on the Small-Cap Effect (apple)
  8. China Says Its Economy Will Expand About 5 Percent, a Cautious Target (nytimes)
  9. Office REITs Are Down, But They May Not Be Out (thestreet)
  10. End of Q1 Impacts March Trading (Almanac Trader)
  11. Full Swing Wrap: An interview with Executive Producer Chad Mumm (golfdigest)
  12. Bars, Hotels and Restaurants Become the Economy’s Fastest-Growing Employers (wsj)
  13. China’s Power in Emerging Markets Creates Headache for Global Investors (wsj)
  14. China’s New Top Troubleshooters (wsj)
  15. Waymo’s L.A. Robotaxi Fleet Is Going Fully Driverless (forbes)
  16. ‘Rich People Don’t Use Napkin Rings’: How ‘Succession,’ ‘Billions’ and Other Helipad Dramas Get the Details Just Right (robbreport)
  17. Alibaba’s T-Head foresees RISC-V to support more advanced scenarios in China (technode)
  18. 16 Investing Lessons from a Superinvestor the World Forgot (safalniveshak)
  19. Is the government choosing winners and losers? (npr)
  20. Why We Don’t Build More Apartments for Families (bloomberg)
  21. Europe’s Most Luxurious Train Rolls Again! (townandcountrymag)
  22. M2: the smoking gun of inflation (scottgrannis)
  23. Kelsea Ballerini Performs on SNL (people)
  24. China to Target ‘Unregulated’ Expansion in Property Market (bloomberg)
  25. China’s Modest GDP Growth Target Reduces Need for More Stimulus (bloomberg)

Be in the know. 28 key reads for Saturday…

  1. China’s New Government’s Policies Are Taking Shape (barrons)
  2. The 10 Best Companies to Invest in Now (morningstar)
  3. This Week in China: Xi Has a Shot at Restoring Market Confidence (bloomberg)
  4. Can this man turn Amazon around? (ft)
  5. China Investors Are Finally Getting the Market They Wished For (barrons)
  6. 12 ‘Dirt Cheap’ Stocks Are Due For A Rally, Analysts Say (investors)
  7. Cowboy Chic Is Hot, but Boot Barn Is No Passing Fad (barrons)
  8. Tech Companies Are Still Addicted to Stock Options. These 4 Stocks Could Be Most at Risk. (barrons)
  9. Warm weather means stock-market investors shouldn’t look for a cooler February jobs report: economist (marketwatch)
  10. China’s New Government Is Taking Shape. So Are Its Economic Policies. (barrons)
  11. ‘The housing market is crumbling’ under higher mortgage rates and rock-bottom affordability: Prices fell the most in these states (marketwatch)
  12. These 24 tech stocks stand out now as the FAANGs fade (marketwatch)
  13. The U.S. Stock Market Is Undervalued, but It Looks Like a Rough Road Ahead (morningstar)
  14. 6 Cheap Stocks to Play Long-Term Growth Trends (morningstar)
  15. Undervalued Defensive Stocks to Buy Now (morningstar)
  16. The Big Read. Can TikTok convince the world it is not a tool for China? (ft)
  17. Three-day weekends and more time for love: China’s elite dream up policies for Xi (ft)
  18. The incredible shrinking equity market (ft)
  19. We try to find things priced much more attractively than the market, says Oakmark’s Bill Nygren (cnbc)
  20. What You Can Learn From Warren Buffett’s Mistakes (bloomberg)
  21. Einhorn explains how to look at ROE( Return on Equity) (twitter)
  22. Amazon’s Zoox robotaxi drives on public roads in California for the first time (cnn)
  23. 6 reasons why the stock market is poised to see its strongest rally of 2023 over the next 2 months, according to Fundstrat (businessinsider)
  24. China to Boost Defense Budget; EV Chiefs Give Advice: NPC Update (bloomberg)
  25. Texas ranch of late oil tycoon T. Boone Pickens sells after $80M price cut (nypost)
  26. A Quirky Bond Trade Is Giving Companies a Back Door to Cut Borrowing Costs (bloomberg)
  27. 2023 Lamborghini Urus Performante: Super-Sport Thrills That Aren’t So Cheap (wsj)
  28. Goldman Sachs Was Once a ‘Vampire Squid.’ Now It’s Just an Average One. (barrons)