- China Outlines Plan to Stabilize Economy in Crucial Year for Xi (nytimes)
- China Signals More Policy Support With 5.5% Growth Target (bloomberg)
- As it happened: ‘Two sessions’ 2022 – China increases defence spending, sets GDP growth target of ‘around 5.5 per cent’ (scmp)
- Boeing Aims to Nearly Double 737 Max Production by 2023: Reuters (bloomberg)
- China Defense Budget Rises 7.1%, Fastest Pace in Three Years (bloomberg)
- China Seeks to Ease Simmering Social Issues in Political Year (bloomberg)
- Carl Icahn Slashes Stake in Occidental Petroleum (barrons)
- China’s 2022 Budget: A Breakdown of the Key Numbers (bloomberg)
- China’s GDP Target Will be Challenging to Meet, Economists Say (bloomberg)
- China to Set Up Financial Stability Fund, Steady Home Prices (bloomberg)
- China Reassures Role of Venture Capitalists After Tech Crackdown (bloomberg)
- China Gets Burned by Russia’s Ukraine Invasion (bloomberg)
- Oil Prices Are Soaring. It’s Time to Hedge or Sell. (barrons)
- Buy Take-Two Interactive, Analyst Says. There’s More Than Just the Zynga Deal to Like. (barrons)
- New pipelines carrying natural gas plant liquids increase natural gas processing (eia)
- Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor (#576) (blog)
- Oakmark’s Nygren: Focus on the long term, not on current events and chaos (moneylifeshow)
- 15 Cheap Growth Stocks Amid the Volatility (morningstar)
- US economy added 678,000 jobs in February, cementing case for rate rises (ft)
- Iran Nuclear Deal Threatened by Russian Demands (wsj)
- Average Wages Rose by One Penny in January, Falling Behind Inflation (wsj)
- Once Slated to Be America’s Priciest Home, The One Sells at Auction for Just $126 Million (wsj)
- Here Are 7 Stocks to Play the Rally in Natural Gas (barrons)
- UnitedHealth Group Director Paul Garcia Bought Up Stock (barrons)
- Iran inches closer to nuclear deal (ft)
- 7 investing legends including Bill Miller and John Rogers reveal 22 favorite stock picks and what they’re doing with their money as inflation hits a 40-year high (businessinsider)
- David Rubenstein: Putin will blink due to pressure on Russian economy (foxbusiness)
Insider Buying in Liberty Latin America Ltd. (LILA)
Where is the money flowing?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Tom Hayes – Quoted in Reuters article – 3/4/2022
Thanks to Devik Jain and Anisha Sircar for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Article on Reuters
Be in the know. 20 key reads for Friday…
- Why Alibaba Is the ‘Cheapest Company in the World’ Outside Russia (barrons)
- Howard Marks Calls China Market a ‘Buy’ in Oaktree WeChat Debut (bloomberg)
- Hiring Took Off in February. The Jobless Rate Dropped to 3.8%. (barrons)
- Ark Invest CEO Cathie Wood on everything from deflation to Elon Musk (ft)
- Expect a Post-Omicron Boom as Americans Binge on Services. Workers Are the Wild Card. (barrons)
- Major Banks Doubt Chinese Potential GDP Goal Is Reachable (zerohedge)
- Metaverse Fever Is High in China. Regulators Are Watching. (barrons)
- Splunk Stock Edges Higher as Hellman & Friedman Takes 7.5% Stake (barrons)
- Foot Locker Stock Has Gotten Hit Hard. Why It’s a Buy. (barrons)
- China Declared Its Russia Friendship Had ‘No Limits.’ It’s Having Second Thoughts. (wsj)
- Putin Thought Ukraine Would Fall Quickly. An Airport Battle Proved Him Wrong. (wsj)
- Invest in these 15 newly-cheap growth stocks that have become undervalued after Russia’s invasion of Ukraine led to a surge in stock market volatility, according to Morningstar (businessinsider)
- Ukraine Leans on Armed Turkish Drones, Western Missiles to Thwart Russian Invasion (wsj)
- Biden Called to Unleash Shale to Counter Deepening Energy Crisis (yahoo)
- JPMorgan Warns Russia Faces 1998-Like Collapse in Economy (yahoo)
- China investors drive frenzy for ‘Sino-Russian trade’ stocks (ft)
- In China, Fewer Are Willing to Splurge as Economic Worries Mount (wsj)
- Putin’s Financial Isolation Is a Cautionary Tale for China’s Xi (bloomberg)
- World Powers, Iran Near Deal on Staggered Return to Nuclear Pact (bloomberg)
- Alibaba-backed electric car cruises into market crowded by Tesla, NIO (scmp)
Tom Hayes – Quoted in Reuters article – 3/4/2022
Thanks to Bansari Kamdar for including me in this article on Reuters today. You can find it here: