Be in the know. 20 key reads for Wednesday…

  1. Michael Burry and David Tepper snapped up Alibaba during the fourth quarter (marketwatch)
  2. Remote Work Is Costing Manhattan More Than $12 Billion a Year (bloomberg)
  3. China’s Xi Urged Stronger Measures to Boost Domestic Demand (bloomberg)
  4. The Most Crowded Trade Is ‘Long China Stocks,’ Says Bank of America Global Fund Manager Survey (wsj)
  5. Analog Devices Crushes Quarterly Targets On Strong Auto, Industrial Chip Sales (investors)
  6. US Retail Sales Jump by Most in Nearly Two Years in Broad Gain (bloomberg)
  7. ‘Big Short’ Investor Michael Burry Bets on Alibaba and JD. This Time, Wall Street Agrees. (barrons)
  8. Warren Buffett’s Preferred Equity Allocation Is 100%. Why the Berkshire CEO Hates Bonds. (barrons)
  9. Power Player Generac Beats Earnings Estimates. The Stock Is Up. (barrons)
  10. Bain Capital Seeks to Profit From Tech Market Reset With New $2.4 Billion Fund (wsj)
  11. The Recession Special That Always Satisfies (wsj)
  12. European Union to Ban Gas-Powered Cars by 2035 (nytimes)
  13. Ray Dalio Says China’s Winning Trade War With US, But a Clash Is Avoidable (bloomberg)
  14. New Cars Are Only for the Rich Now as Automakers Rake In Profits (bloomberg)
  15. China Investors counting on policies from Congress to recharge rally (bloomberg)
  16. Investors aren’t convinced that the stock market rally can last, Bank of America survey shows (businessinsider)
  17. Tepper’s Appaloosa adds Disney, Caesars stakes while boosting Salesforce position (marketwatch)
  18. This Is What Hedge Funds Bought And Sold In Q4: 13F Summary (zerohedge)
  19. Elon Musk declares cancel culture over since Twitter takeover: ‘You won’t be missed’ (foxbusiness)
  20. Brookfield Defaults on Two Los Angeles Office Towers (bloomberg)

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)