Be in the know. 15 key reads for Tuesday…

  1. The U.S. Will Ban Imports of Russian Oil. What Exactly Does That Mean? (barrons)
  2. Petco Increased Its Guidance. The Stock Is Jumping. (barrons)
  3. Iran Chief Negotiator Unexpectedly Leaves Vienna as Nuclear Talks Hit Standstill (wsj)
  4. Biden to issue executive order on cryptocurrency (nypost)
  5. Bank of America Sees Consumers Spending More Money on In-Person Activities (bloomberg)
  6. Warren Buffett touted a past European crisis as a buying opportunity — and argued trouble on the continent is no reason to avoid stocks (businessinsider)
  7. Regeneron, BioNTech to test experimental combination therapy for lung cancer (marketwatch)
  8. Futures Rebound On “Massive” EU Bond Stimulus Plan (zerohedge)
  9. Canada Says Its Oil Could Replace US Imports Of Russian Crude, All It Would Take Is Approval Of The Keystone XL Pipeline (zerohedge)
  10. BofA: Hedge Funds are Selling at a Record Pace; Prepare for Months of High Uncertainty, Elevated Energy Prices, Strong Dollar and Underperformance of Risk Assets (streetinsider)
  11. China’s economic stability can support global growth amid Ukraine crisis- Citigroup (reuters)
  12. It’s Not Too Late for Keystone XL, Alberta’s Premier Says (yahoo)
  13. ‘Brutal’ selling in speculative tech stocks knocks Tiger Cub hedge funds (ft)
  14. Major Energy Crisis. The Energy Report 03/08/2022 (Phil Flynn)
  15. Do Russian oligarchs have the power to make Putin do something different? (foxbusiness)

Be in the know. 20 key reads for Monday…

  1. Russia will stop ‘in a moment’ if Ukraine meets terms – Kremlin (reuters)
  2. China set a 5.5% goal for economic growth this year, paving the way, economists say, for more-aggressive stimulus measures in the coming months. (wsj)
  3. Intel’s Mobileye self-driving unit ‘confidentially’ files for IPO (marketwatch)
  4. Screaming For Oil. The Energy Report 03/07/2022 (Phil Flynn)
  5. Billionaire supermarket owner: Biden must return production to North America (foxbusiness)
  6. Opinion: ‘Drill, baby, drill’ is back amid the energy crisis, and that puts ESG efforts on the back burner (marketwatch)
  7. It’s Time to Take Profits in Energy Plays (barrons)
  8. Uber Increases Guidance. (barrons)
  9. Ackman’s New CP Rail Stake Worth $1.2 Billion (bloomberg)
  10. How the war in Ukraine and climate change are shaping the nuclear industry (cnbc)
  11. There’s only one person in the world now who can influence Putin, says economist Stephen Roach (cnbc)
  12. Carl Icahn Exits Occidental Petroleum After Nearly Three Years (wsj)
  13. Chewy Co-Founder Ryan Cohen Takes Large Stake in Bed Bath & Beyond, Pushes for Changes (wsj)
  14. Investors See Bullish Signals Under the Stock Market’s Surface (wsj)
  15. Europe’s Food Delivery Stocks Are Appetizingly Cheap (wsj)
  16. China’s Export Boom Eases, Raising Pressure for Stimulus (wsj)
  17. Warren Buffett Was Buying Occidental, Carl Icahn Was Selling. Who Will Be Right? (barrons)
  18. GOLDMAN SACHS: Buy these 50 high-dividend growth stocks trading at large discounts to the S&P 500 as they have historically outperformed the market in periods of hot inflation (businessinsider)
  19. Wells Fargo Outlines Long-Term Bull Case for Netflix (NFLX), Urges Investors to Stay Patient (streetinsider)
  20. 6 wild details from episode 1 of the new Uber show, ‘Super Pumped’ — and whether they really happened (businessinsider)

Be in the know. 12 key reads for Sunday…

  1. Chinese edtech sector to have its first IPO since education crackdown (technode)
  2. Of oligarchs, oil and rubles (npr)
  3. This Is What Sanctions Can Do to the Russian Economy (bloomberg)
  4. First Principles: The Building Blocks of True Knowledge (fs)
  5. David R. Kotok on Fed Studies of Pandemic Shocks (bloomberg)
  6. Wall Street Is Pouncing on Russia’s Cheap Corporate Debt (bloomberg)
  7. Ukraine Update: Putin Says Demands Must Be Met to End Fighting (bloomberg)
  8. Absolute Power (theatlantic)
  9. Royal Caribbean, Carnival, Norwegian May Drop Vaccine Mandate by This Date (thestreet)
  10. Russia-Ukraine Invasion Low Holding (Almanac Trader)
  11. Elon Musk, head of world’s largest EV company, now says we need more oil and gas (theverge)
  12. Flight of the Gastronauts (townandcountrymag)