Be in the know. 24 key reads for Tuesday…

  1. Fund manager allocation to U.S. stocks in January collapses, BofA survey finds (reuters)
  2. Hedge-fund legend Seth Klarman pounced on Amazon and parent companies of Google and Facebook in the fourth quarter (marketwatch)
  3. Investors Pour Into Chinese Stock Funds (wsj)
  4. Inflation Fell for the 7th Straight Month but Picture Is Mixed (barrons)
  5. The Big Read. Turning offices into condos: New York after the pandemic (ft)
  6. Coca-Cola sees signs of Powell’s ‘disinflationary process’ (Yahoo! Finance)
  7. Biotech Went Through Its IPO Boom. Now the Shakeout Is Underway (bloomberg)
  8. OJ’s Historic Price Squeeze Fades With Improving Supply Outlook (zerohedge)
  9. Biden Suddenly Orders Release Of Another 26 Million Barrels From Strategic Oil Reserve (zerohedge)
  10. BofA Survey Shows Investors Don’t Expect the Stock Rally to Last (bloomberg)
  11. 7 Stocks Generate An Astounding 25% Of The S&P 500’s Profit (investors)
  12. FT says Meta may lay off more staff soon; BofA praises ‘new efficiency mentality’ (streetinsider)
  13. George Soros loads up on Tesla and these other beaten-down stocks (marketwatch)
  14. Disney remains JPMorgan’s ‘favorite name’ for stocks in uncertain media industry (marketwatch)
  15. ‘A different animal’: The bear market is ‘over,’ but that doesn’t unleash bulls to send stocks on a 2023 tear, according to Wells Fargo (marketwatch)
  16. Fund managers and corporate executives have sharply reduced their recession expectations (marketwatch)
  17. ‘Unscripted’ Review: Sex, Lies and Viacom (wsj)
  18. Goldman’s CEO Says Business Leaders Are More Optimistic on Economy (bloomberg)
  19. Why Amazon, TikTok and YouTube are betting big on QVC-style livestream shopping (cnbc)
  20. Father of internet warns: Don’t rush investments into A.I. just because ChatGPT ‘is really cool’ (cnbc)
  21. Goldman Sachs CEO says odds of a ‘softer landing’ for U.S. economy have improved (cnbc)
  22. Vodafone rises after Liberty Global stake boosts M&A hopes (reuters)
  23. Fund managers rush into emerging stocks and cut cash – BofA survey (reuters)
  24. Amazon chief vows to ‘go big’ on physical stores (ft)

Be in the know. 15 key reads for Monday…

  1. Shipping Rates Will Probably Dip Below Pre-Pandemic Levels, Barclays Warns (bloomberg)
  2. Warren Buffett Watchers Should Tune In. Berkshire Is Lifting Veil on Stock Moves. (barrons)
  3. Inflation could fall faster than you (and the Fed) think (usatoday)
  4. JNJ Bought Up Biotech Stock MeiraGTx. It Sold Procept BioRobotics. (barrons)
  5. Hard or Soft Landing? Some Economists See Neither if Growth Accelerates (wsj)
  6. Investors Are Exiting U.S. Stock Funds During 2023 Rally (wsj)
  7. Junk-Loan Market Shrugs Off Jitters (wsj)
  8. Patrick Mahomes Makes His Case as the New Tom Brady (wsj)
  9. The 2023 Super Bowl Ads Feature Booze, Betting and Jesus (wsj)
  10. Sacre Boulud! Famed chef to bring back beloved cafe on Upper East Side (nypost)
  11. Dunkin’ fanatic Ben Affleck works drive-thru in Super Bowl ad with Jennifer Lopez (nypost)
  12. US Hasn’t Ruled Out Alien Origins for Latest Objects Shot Down (bloomberg)
  13. Amazon, Alphabet Antitrust Push Seen Unlocking Value in Shares (bloomberg)
  14. Ukraine plots post-war rebuilding effort with JPMorgan Chase as economic advisor (cnbc)
  15. PayPal Needs to Show It Can Play Defense and Offense (wsj)

Be in the know. 15 key reads for Sunday…

  1. Inflation Nowcasting (clevelandfed)
  2. February Monthly Options Expiration Week: DJIA, S&P 500 & NASDAQ Up 12 of Last 17 (AlmanacTrader)
  3. Microsoft’s AI-Powered Bing Can Run Rings Around Google Search (cnet)
  4. How One Famously Untrue Song Helped Maserati Survive Its Leanest Years (roadandtrack)
  5. How Vietnamese Refugee David Tran Became America’s First Hot Sauce Billionaire (forbes)
  6. Meet The Billionaire Owner Of The Philadelphia Eagles (forbes)
  7. Marc Andreessen says remote work has ‘detonated’ the way we connect and it’s young professionals who will suffer the most (fortune)
  8. The battle for internet search (economist)
  9. The 10 Contenders for Robb Report’s 2023 Car of the Year (robbreport)
  10. Super Bowl 57 Teasers And Commercials, Ranked (digg)
  11. Here’s What 260 MPH On The Autobahn In A Bugatti Chiron Looks Like In Real Time (digg)
  12. Netflix’s ‘Full Swing’ Trailer Tees Off On PGA-LIV Golf Feud (maxim)
  13. The ‘Big Shift’ That’s Finally Causing Rents to Fall (bloomberg)
  14. McDonald’s to remove ‘McCrispy’ sign located next to crematorium (foxbusiness)
  15. Chipotle’s Results Could Bode Well for Higher-End Retailers (barrons)

Be in the know. 10 key reads for Saturday…

  1. ChatGPT Sparked an AI Craze. Investors Need a Long-Term Plan. (barrons)
  2. The Case for Taking a Ride With Hertz Stock (barrons)
  3. Disney Activist Trian Notches a Double Win (barrons)
  4. The Redstone Family’s Drama Has Plagued Paramount. Can It Escape a Century of Dysfunction? (barrons)
  5. Peltz’s Disney Bet Makes More Than $150 Million in Three Months (bloomberg)
  6. China’s Banks Extend Record Loans as Companies Borrow More (bloomberg)
  7. Record highs for the stock market are within reach this year as shaky earnings results show bad news is already priced in, Fundstrat says (businessinsider)
  8. Tiger Woods to make PGA Tour return at 2023 Genesis Invitational (usatoday)
  9. Billionaire investor Ron Baron: Inflation is a very large part of our economic model (cnbc)
  10. Amazon is the latest threat to Facebook as ad targeting suffers (cnbc)