Be in the know. 26 key reads for Tuesday…

  1. Central Bankers Should Prioritize Growth Over Their Pride (bloomberg)
  2. Dumb, Dumber and Leading Economic Indicators (bloomberg)
  3. The 2 Trillion Reasons Why Fed Tightening Isn’t So Scary (bloomberg)
  4. Lockheed’s Solid Results Show the Power of Stock Buybacks (barrons)
  5. Debt-Limit Fight Risks Early End to Fed Quantitative Tightening (bloomberg)
  6. Technical strategist DeMark called the euro bottom. Here’s what he says now about the euro, bitcoin and the Nasdaq 100 (marketwatch)
  7. Verizon Adds Subscribers. (barrons)
  8. Johnson & Johnson Guides Above Expectations for 2023 (barrons)
  9. R. Horton Beats Earnings Expectations. Stock Climbs. (barrons)
  10. GE’s Turnaround Continues (barrons)
  11. Lyft Rises After Upgrade on ‘Meaningful Opportunity’ for Better Earnings (barrons)
  12. ‘M2’ Might Shrink for the First Time. What It Says About a Possible Recession. (barrons)
  13. Why naked short selling has suddenly become a hot topic (marketwatch)
  14. Amazon launches a subscription prescription drug service (marketwatch)
  15. SPR Slush Fund. The Energy Report 01/24/2023 (Phil Flynn)
  16. Why Tech Layoffs Aren’t Alarming Economists—Yet (barrons)
  17. Layoffs at Tech Giants Reverse Small Part of Pandemic Hiring Spree (nytimes)
  18. Investors Await Tech Earnings in Next Test for Markets (wsj)
  19. What’s Behind Fall in US Yields? Fed Hope, Growth Fear (bloomberg)
  20. 5 reasons why stock market valuations are poised for a rebound in 2023, according to Raymond James (businessinsider)
  21. “Now Or Never”: Japan PM Warns Of Dire Consequences Over Plummeting Birth Rate (zerohedge)
  22. S. DOJ poised to sue Google over online advertising dominance – Bloomberg (streetinsider)
  23. Elliott builds activist stake in 146-year-old Japanese conglomerate (ft)
  24. Netflix’s Reed Hastings: the ‘system builder’ who brought revolution (ft)
  25. Arm-Based Chips Make Inroads With Apple, Amazon (wsj)
  26. Nuclear Power Plants Are Pushed to the Limit as Demand Surges (bloomberg)

Be in the know. 17 key reads for Monday…

  1. Salesforce Gets a Second Activist Investor. It’s Part of a Wave of Activism in Tech Stocks. (barrons)
  2. Roads Less Traveled. The Energy Report 01/23/2023 (Phil Flynn)
  3. Spotify Stock Rises as It Plans to Cut 6% of Staff (barrons)
  4. How Climate and Energy Crises Are Giving New Life to Nuclear Power (barrons)
  5. Wayfair Stock Scores Double Upgrade After Layoffs (barrons)
  6. Fed Sets Course for Milder Interest-Rate Rise in February (wsj)
  7. Economists Say the Fed Is Making Another Inflation Mistake. Here’s Why. (wsj)
  8. China Needs Couples to Have More Babies: Can I.V.F. Help? (nytimes)
  9. Banks Plan Digital Wallet to Compete With PayPal, Apple Pay (wsj)
  10. Tech Layoffs Unwind Recent Head-Count Growth, Torpedo Long-Shot Projects (wsj)
  11. Nvidia to Win Big From ChatGPT Hype, Predicts Wall Street (bloomberg)
  12. Microsoft Adds $10 Billion to Investment in ChatGPT Maker OpenAI (bloomberg)
  13. Investors Aren’t Sure When to Dive Back Into US Stock Market (bloomberg)
  14. Stocks are primed to rally 25% this year as investors still aren’t pricing in falling inflation, Fundstrat’s Tom Lee says (businessinsider)
  15. Warren Buffett’s ‘most gruesome’ mistake was buying Dexter Shoe with Berkshire Hathaway stock. Here’s a look back at his $12 billion error. (businessinsider)
  16. Amazon Is a Value Stock in Topsy-Turvy New World of Investing (bloomberg)
  17. Wall Street Quants Shouldn’t Confuse Luck With Skill (bloomberg)

Be in the know. 15 key reads for Sunday…

  1. A Growing Bullish Crowd May Supercharge China’s Stock Market (bloomberg)
  2. Bullish Calls Mount as Asian Stocks Go On a Tear in the New Year (bloomberg)
  3. The Fed’s vice chair says there may be ‘some reassurance that we are not currently experiencing a 1970s-style wage–price spiral’ (fortune)
  4. Peter Lynch Investing Quotes (dividendgrowthinvestor)
  5. 3 Undervalued, High Quality Cyclical Stocks (morningstar)
  6. 10 Undervalued Dividend Stocks for 2023 (morningstar)
  7. 11 Undervalued Defensive Stocks for 2023 (morningstar)
  8. 3 Top Growth Stocks to Buy and Hold in 2023 (morningstar)
  9. US Will Dodge Recession and Markets Will Rally, Ariel’s Rogers Says (bloomberg)
  10. The Riva Aquarama Is The Most Stylish Boat Of All Time (maxim)
  11. Hennessey Unveils Insane $2.7 Million, 1,817-HP Venom F5 Revolution Hypercar (maxim)
  12. Chinese lidar developer Hesai files for $100 million US IPO (technode)
  13. New Oriental’s Koolearn sees 590.2% increase in revenue thanks to e-commerce (technode)
  14. Can China save its economy – and ours? (npr)
  15. New killer CRISPR system is unlike any scientists have seen (bigthink)

Be in the know. 12 key reads for Saturday…

  1. Toyota, Warner Bros., and 24 Other Stocks Our Roundtable Pros Love This Year (barrons)
  2. The Fed’s Big Asset Reduction Isn’t Working the Way It’s Supposed To. Here’s Why. (barrons)
  3. Google joins Intel, Microsoft Amazon, Salesforce and other major companies laying off thousands of people (marketwatch)
  4. No, interest rates aren’t going back to zero soon, says Apollo economist (marketwatch)
  5. Activist Investors Will Keep Targeting Big Tech (barrons)
  6. A Davos First-Timer’s Notes on BorgWarner, Thermo Fisher, Blackstone, and Nasdaq (barrons)
  7. He Might Be Tech’s Last Bull. Here’s Why the Founder of Thoma Bravo Is Still Buying. (barrons)
  8. Unemployment Is Lasting Longer as Job Market Cools (wsj)
  9. The Big Read. Things are looking up for the global economy (ft)
  10. Fed governor backs quarter-point rate rise at next meeting (ft)
  11. China says Covid outbreak has infected 80% of population (cnbc)
  12. JPMorgan Model Shows Recession Odds Fall Sharply Across Markets (bloomberg)