Be in the know. 15 key reads for Sunday…

  1. Scholz and Macron urge Putin to cease fire; Zelenskyy shows optimism about talks with Russia (cnbc)
  2. Millions in Stimulus Aid, and Clashing Over How to Spend It (nytimes)
  3. Gen. Stanley McChrystal: The Essence of Leadership [The Knowledge Project Ep. #132] (fs)
  4. Charlie Dreifus: How To Invest In A Falling Market (acquirersmultiple)
  5. Fashion Nova CEO Richard Saghian Buys ‘The One’ Megamansion For $141 Million (forbes)
  6. Russian central bank decides not to reopen stock market trading next week (reuters)
  7. ECRI Weekly Leading Index Update (advisorperspectives)
  8. Goldman Sachs is ordering employees back to the office 5 days (or more) a week. (fortune)
  9. 12 Pristine Ferraris Spanning 40 Years of Production Are Heading to Auction (robbreport)
  10. The Enduring Legacy of Gilded Age Architecture—Now on HBO (architecturaldigest)
  11. China, U.S. expected to reach consensus soon in audit talks -sources (reuters)
  12. The Infinite Reach of Joel Kaplan, Facebook’s Man in Washington (wired)
  13. How “Drive to Survive” Remade Formula 1
  14. This Is What Sanctions Can Do to the Russian Economy (bloomberg)
  15. What the war in Ukraine means for the world order (ted)

Be in the know. 20 key reads for Saturday…

  1. Reuters is reporting that “sources” in China are reporting that a resolution (on de-listing) is making progress. The CSRC release a statement at nearly midnight China time saying that talks with the SEC were making progress. (chinalastnight)
  2. Stocks Are Full of Fear. How to Cope With an Emotional Market. (barrons)
  3. The Secret to Braving a Wild Market (wsj)
  4. China Promises More Stimulus to Reverse Economic Slowdown (barrons)
  5. Legendary investor Mark Mobius says the Russia-Ukraine war will force the Fed to be cautious with rate hikes and that the US should avoid a recession (businessinsider)
  6. Military Spending Surges in Europe. These Stocks Stand to Benefit. (barrons)
  7. General Electric, Amazon, and the New Wave of Stock Buybacks (barrons)
  8. EQT CEO Says Huge Boost in U.S. LNG Exports Needed to Combat Climate Change (barrons)
  9. Why This Could Be the Golden Age of Active Management (barrons)
  10. Uber Stock Is a ‘No-Brainer’ Buy (barrons)
  11. Booking Gets Another Bull. The Recent Selloff Has Gone Too Far, He Says. (barrons)
  12. Putin’s War Will Change the World. Here’s How. (barrons)
  13. Latin American stocks shine in gloomy year for global markets (ft)
  14. Iran Nuclear Talks Break Off Without a Deal (wsj)
  15. Summers Faults Biden for Tying Inflation to Putin, Company Greed (bloomberg)
  16. The V-6 Engine Roars Again at Ferrari With Its 296 GTB Supercar (bloomberg)
  17. Uber Adds Fuel Surcharge to Help Drivers With High Gas Prices (bloomberg)
  18. Boeing CEO Has $7 Million on the Line to Ship the 777X Next Year (bloomberg)
  19. 3 trades that cemented Bill Gross as one of the world’s best traders and the original bond king at the investing powerhouse Pimco (businessinsider)
  20. Bank of America finds that stock splits are followed by a 25% average price return in the following 12 months — and names 20 companies that could announce next (businessinsider)

Be in the know. 10 key reads for Friday…

  1. Activist Investor Peltz Builds Up Stake in Unilever. The Stock is Up. (barrons)
  2. GE Hosted Analysts in South Carolina. Its ‘Lean’ Management Techniques Impressed the Street. (barrons)
  3. Daughter’s show-stealing HOF speech brings out different side of Tiger Woods (nypost)
  4. Ukraine Update: Putin Cites ‘Positive’ Developments in Talks (bloomberg)
  5. Biden’s got a gas and oil crisis on his hands — here are 5 reasons why the Saudis will bail him out (foxbusiness)
  6. Inside Putin’s circle — the real Russian elite (ft)
  7. Markets are ‘far more treacherous’ than expected but the S&P 500 could still rally to 5,100 or higher by year’s end, says Fundstrat’s Tom Lee (businessinsider)
  8. AT&T Outlines ‘New Era’ in Broadband Growth After Spinoff (bloomberg)
  9. Xi Weighs Tapping Loyalist as China’s Next Economic Czar (wsj)
  10. Southern California’s Ports Are Catching Their Breath During Import Lull (wsj)

Be in the know. 20 key reads for Thursday…

  1. Amazon Stock Split and Buyback Could Deliver Much-Needed Liftoff (bloomberg)
  2. House Passes $1.5 Trillion Spending Bill (barrons)
  3. China Supports Tech Firm U.S. IPO Revival, Signaling End to Freeze (bloomberg)
  4. JD Revenue Rises 23% in Defiance of China’s Consumption Slowdown (bloomberg)
  5. European Central Bank surprises markets with plan to wind down stimulus sooner than planned (cnbc)
  6. China’s 5.5% Growth Target Is a Big Reach (wsj)
  7. Inflation rises 7.9% in February, a new 40-year high (foxbusiness)
  8. Roblox (RBLX) for PlayStation Appears to Be on the Horizon (streetinsider)
  9. The Rich List: The 21st Annual Ranking of the Highest- Earning Hedge Fund Managers (institutionalinvestor)
  10. Russia rejects Ukraine ‘neutrality’ proposals at deadlocked talks (ft)
  11. The Big Read. The rising costs of China’s friendship with Russia (ft)
  12. ‘Brutal’ selling in speculative tech stocks knocks Tiger Cub hedge funds (ft)
  13. S. unemployment claims climb 11,000 to 227,000, but still near pandemic low (marketwatch)
  14. ‘We can’t stay in a state of panic.’ Forecaster who predicted a series of rolling bear markets has just turned bullish. (marketwatch)
  15. Walk and Chew Gum. The Energy Report 03/10/2022 (Phil Flynn)
  16. GE Holds the Line on 2022, Lays Out Its Future at Investor Meeting (barrons)
  17. These Beaten-Up Closed-End Funds Are Future Bargains (barrons)
  18. Wall Street Sends Fresh Alarms on Bond Liquidity as QE Era Ends (bloomberg)
  19. China’s February Auto Sales Get Boost From New-Energy Vehicles (bloomberg)
  20. United Airlines to Let Unvaccinated Workers Return (wsj)