Be in the know. 12 key reads for Friday…

  1. U.S. Retailers Are Betting Big on China’s Reopening (barrons)
  2. US Payrolls Top Estimates While Jobless Rate Rises, Wages Cool (bloomberg)
  3. February US Jobs Report Analysis and Market Reaction (bloomberg)
  4. Companies Are Telling Us the Real Reason They’re Still Raising Prices (bloomberg)
  5. Big banks got hammered on Thursday — but Goldman says there’s opportunity lurking (marketwatch)
  6. A Bull Market May Be Forming. What to Know on the Anniversary of the Financial Crisis Low. (barrons)
  7. Johnson & Johnson, Kellogg, and 2 Other Spinoffs to Watch in 2023 (barrons)
  8. Amazon, Alphabet, and Other Growth Stocks Appeal to This Value Investor (barrons)
  9. The Bank of Japan Has Its Own Inflation Problem. It’s the Opposite of the Fed’s. (barrons)
  10. GE’s Secret Jet Engine Is a Secret Weapon for the Stock (barrons)
  11. Why Vietnam’s Markets Trail Its Sizzling Economy (barrons)
  12. Disney’s Robert Iger Hints at Raising Streaming Prices (wsj)

 

Be in the know. 12 key reads for Thursday…

  1. Fed’s Jerome Powell Says Data Will Determine Size of Next Rate Increase (wsj)
  2. com Beats Fourth-Quarter Sales, Earnings Targets (investors)
  3. The Buyback Binge Rolls On. Check Out These Stocks. (barrons)
  4. Companies Keep Buying Back Their Shares. These Stocks Are Worth a Look. (barrons)
  5. GE HealthCare Stock. More Gains Lie Ahead. (barrons)
  6. Don’t Ban TikTok. Here’s a Plan to Fix It. (barrons)
  7. The Fed Keeps Saying a Recession Is Coming. When Will It Arrive? (barrons)
  8. How One Guy’s Car Blog Became a $1 Billion Marketplace (wsj)
  9. China’s New Way to Control Its Biggest Companies: Golden Shares (wsj)
  10. A Few Rich Firms Are Fueling Record US Buybacks (bloomberg)
  11. Why Biden’s budget blueprint is expected to be dead on arrival (foxbusiness)
  12. Financial Regulator Reform Gives Foreign Investors Pause (chinalastnight)

“Barbarians at the Gate” Stock Market (and Sentiment Results)…

This week I watched the classic film “Barbarians at the Gate” for the first time.  It stars James Garner (of The Great Escape fame) and Peter Riegert (of Animal House fame).  It chronicles the booming 80’s junk bond era when Michael Milken – at Drexel Burnham – was able to raise unlimited amounts of capital for leveraged management buyouts and corporate takeovers.  No company was safe if Milken was involved.
Continue reading ““Barbarians at the Gate” Stock Market (and Sentiment Results)…”