Be in the know. 20 key reads for Thursday…

  1. Bill Miller calls this e-commerce giant the ‘cheapest big cap stock in the world’ (cnbc)
  2. China Reopening Stocks Jump on Report of Covid Policy Easing (bloomberg)
  3. Citi is moving back into U.S. equities because they see a rebound coming for this beaten-down sector (marketwatch)
  4. Oil Slides On Speculation Iran Nuclear Deal Will Be Signed “In Next 72 Hours” (zerohedge)
  5. China Looking to Reduce Social Cost of Covid Zero, Official Says (bloomberg)
  6. Manchin stands firm on disagreements with Biden policies (foxbusiness)
  7. How the Stock Market has Historically Reacted to War and Other Crises (barrons)
  8. Citigroup, Under New CEO Jane Fraser, Unveils a Fresh Strategy for the Bank (barrons)
  9. Retail Is a Tricky Investment. Why Nordstrom Stock Looks Like a Winner. (barrons)
  10. Splunk Names a New CEO and Reports Strong Earnings (barrons)
  11. How Might the War in Ukraine End? Five Factors Will Shape the Outcome (wsj)
  12. Powell Says Fed Is on Track to Raise Rates in Two Weeks (wsj)
  13. S. Moving to Confront China on Trade, Industrial Policy (wsj)
  14. S. Economy Grew Modestly Amid Omicron Surge, Fed Beige Book Says (wsj)
  15. Crispr Patent Ruling Picks Winners in Dispute Over Gene-Editing Technology (wsj)
  16. Starbucks Is Moving to Oust Workers in Buffalo, Union Supporters Say (nytimes)
  17. Macau extends casino licences for 6 months to pass gambling law (scmp)
  18. S. Jobless Claims Fall to Lowest Level Since Start of Year (bloomberg)
  19. China’s Xi Engulfed in Crises Just When He Wanted Stability Most (bloomberg)
  20. $1 Trillion in Puts… What to Expect the Next 40 Days (zerohedge)

Be in the know. 12 key reads for Wednesday…

  1. The Changing World Order: Focusing on External Conflict and the Russia-Ukraine-NATO Situation (linkedin)
  2. Stocks Jump, Oil Surges. Russia Says It’s Ready to Resume Talks With Ukraine. (barrons)
  3. Homebuilding-Related Stocks Are Beaten Down. A ‘Short Squeeze’ Could Be Next. (barrons)
  4. OPEC+ Ratifies Modest Supply Hike as Russia Turmoil Lifts Prices (bloomberg)
  5. Inflation, Recession, War. What to Watch as Fed’s Powell Testifies to Congress (barrons)
  6. Nordstrom Stock Soars on Strong Earnings and Outlook (barrons)
  7. Can Russia’s Sanctions Pain Be China’s Gain? (wsj)
  8. Bill Ackman and Ray Dalio Take Opposing Views on a Possible War With Russia (institutionalinvestor)
  9. China Holds Talks With Ukraine, Further Edging Away From Russia (bloomberg)
  10. Why a No-Fly Zone for Ukraine Is a Likely No-Go (bloomberg)
  11. China Leadership Gathers as Economic Challenges Mount (bloomberg)
  12. SoFi (SOFI) Stock Surges on ‘Very Strong’ Results, But BofA Still Downgrades to Neutral. Here’s Why (streetinsider)