Be in the know. 25 key reads for Tuesday…

  1. Tencent Jumps on Report of Chinese Billionaire’s Big Buy Order (bloomberg)
  2. Baidu Stock Jumps Even as Earnings Miss Estimates. Here’s What to Like. (barrons)
  3. A pair of Amazon analysts debate whether the company should spin off its undervalued cloud business — and share why the stock has up to $500 billion in untapped value (businessinsider)
  4. BYD to use Baidu’s autonomous driving technology as it takes on Tesla (scmp)
  5. Chinese Developers Are Buying Back Their Bonds at a Discount (bloomberg)
  6. Ukraine Heading for More Brutal Phase of War as Russia Regroups (bloomberg)
  7. Hong Kong stocks erase losses as Chinese manufacturing data fuels optimism amid Ukraine crisis (scmp)
  8. Berkshire Hathaway Owner’s Manual (berkshirehathaway)
  9. Warren Buffett quietly boosted his Japan bets, warned about Fed rate hikes, and defended his tax contributions. Here are 12 key insights from his annual letter. (businessinsider)
  10. Why SWIFT Ban Is Such a Potent Sanction on Russia (bloomberg)
  11. Warren Buffett’s Preferred Equity Allocation Is 100%. Why the Berkshire CEO Hates Bonds. (barrons)
  12. China Shunning Russian Coal With Banks Nervous Over Sanctions (yahoo)
  13. Ukrainians Return Home to Fight Russia: ‘I Have to Go’ (wsj)
  14. Buyout Group Nears $4 Billion Deal for China’s 51job (bloomberg)
  15. JPMorgan’s Kolanovic Says ‘Worst Might Be Behind Us’ on Selloff (yahoo)
  16. Billionaire investor Carl Icahn says Russia’s invasion of Ukraine isn’t as big a deal for markets as inflation (businessinsider)
  17. The Coder Supply Chain Runs Through Ukraine (bloomberg)
  18. The Metaverse Finally Has a Killer App: Poker (bloomberg)
  19. Sea Predicts Growing E-Commerce Sales in Bid to Soothe Investors (bloomberg)
  20. Traders Abandon Bets on a Half-Point Fed Rate Hike in March (bloomberg)
  21. Tech Giants Stage Their First All-Out Brawl in the Metaverse (bloomberg)
  22. What to Watch During Biden’s First State of the Union Address (barrons)
  23. Recession 2023? Why the Fears of a Fed-Induced Hard Landing Are Overblown. (barrons)
  24. Why China Is Unlikely to Escalate Any Conflict With Taiwan Right Now (barrons)
  25. Germany Goes For Full Energy Policy Overhaul Amid Ukraine Crisis (zerohedge)

Be in the know. 12 key reads for Monday…

  1. Cigna board adds $6 billion to company’s share buyback authorization, boosting it to $10 billion (marketwatch)
  2. PayPal, Intel and Paramount Stock Hit Multiyear Lows. Insiders Scooped Up Shares. (barrons)
  3. An Iran Nuclear Deal Looks Close. What That Means for Oil Markets. (barrons)
  4. Putin played Powell — and US pays the price (nypost)
  5. Lockheed, Defense Stocks Jump as Germany Boosts Military Spending (barrons)
  6. Taiwan Is Not Ukraine (barrons)
  7. JPMorgan Says Selling Stocks Now Carries Too Much Risk (bloomberg)
  8. S., Allies Considering 60 Million Barrel Oil Reserve Release (bloomberg)
  9. Ukrainians Return Home to Fight Russia: ‘I Have to Go’ (wsj)
  10. Germany to Boost Military Spending in Latest Historic Shift (yahoo)
  11. Russia Central Bank Increases Interest Rate to 20% After Ruble Plunged, Introduces Capital Controls; Defense Stocks ‘Top of Mind’ for Investors (streetinsider)
  12. Before he was Ukraine’s president, Zelensky voiced Paddington Bear (nypost)

Be in the know. 10 key reads for Sunday…

  1. How Volodymyr Zelensky found his roar (economist)
  2. Sebastian Mallaby on How VC Made Silicon Valley (bloomberg)
  3. Elon Musk says Starlink is active in Ukraine amid internet disruptions (foxbusiness)
  4. S. And Allies To Remove Some Russian Banks From SWIFT, Sanction Central Bank (forbes)
  5. Former Miss Grand Ukraine joins fight against Russian invasion (nypost)
  6. Germany to step up plans to cut dependence on Russia gas (reuters)
  7. ‘Ozark’ Season 4, Part 2: Netflix Releases Teaser Trailer (mensjournal)
  8. ECRI Weekly Leading Index Update (advisorperspectives)
  9. Nuclear fusion is coming — and we should be jumping with glee (thenextweb)
  10. This Is What Needs to Happen for Oil Prices to Finally Come Down (bloomberg)

Be in the know. 18 key reads for Saturday…

  1. Three countries provided almost 70% of liquefied natural gas received in Europe in 2021 (eia)
  2. Warren Buffett’s Berkshire Hathaway Shows Big Operating Gains for Quarter (barrons)
  3. Vincent van Gogh’s ‘Champs près des Alpilles’ Will Make Auction Debut in May, Estimated at $45 Million (barrons)
  4. Is Now the Time to Buy or Sell? 7 Stocks to Consider During Turbulent Times. (barrons)
  5. Emerging Markets Are on the Mend. The Ukraine Conflict Won’t Derail Them. (barrons)
  6. GE Has Hydrogen Turbine Experience. Airbus Has Planes. Can They Cut Carbon Emissions to Zero? (barrons)
  7. Buy Goodyear. Its Stock Could Rise 50% Thanks to EVs. (barrons)
  8. 3M Stock Is Soaring. Thank Johnson & Johnson. (barrons)
  9. Small-Cap Growth Stocks Have Stumbled. Now, They’re Getting Ready to Run Again. (barrons)
  10. Street Battles Rage in Kyiv as Russia Presses Assault (wsj)
  11. ‘I need ammunition, not a ride’: Zelensky declines US evacuation offer (nypost)
  12. China Distances Itself From Russia, Calls for Halt to Violence (bloomberg)
  13. Warren Buffett calls out a spike in deceptive earnings, bemoans a lack of bargains, and trumpets Berkshire Hathaway’s ‘Four Giants’ in his shareholder letter (businessinsider)
  14. ‘Bullish engulfing’ chart patterns abound after stock market’s big bounce (marketwatch)
  15. The surprising reason why Wendy’s burgers are square (cnn)
  16. Scientists Recorded the Brain Activity of a Person as They Died, and the Results Are Astonishing (futurism)
  17. 15 Undervalued Stocks That Crushed Earnings (morningstar)
  18. Mohnish Pabrai Calls Meta Platforms (FB: US) an “Easy Double” (SumZero)