Be in the know. 17 key reads for Tuesday…

  1. U.S. Nears Return to Iran Nuclear Deal (wsj)
  2. China’s finance ministry talks up tax breaks and spending on homegrown tech (cnbc)
  3. Chinese Banks in Two Key Cities Cut Mortgage Rates to Boost Housing Sector (wsj)
  4. Fresh fears over Beijing regulatory crackdown drive China tech rout (reuters)
  5. The Fed’s Dilemma: Tame Inflation or Avoid a Recession (barrons)
  6. Stocks Rebound After Putin Orders Russian Troops Into Ukraine (barrons)
  7. Ukraine and Inflation Are Wild Cards as Western Central Banks Look to Reset Policy (barrons)
  8. Krispy Kreme Stock Rises on Upbeat Outlook (barrons)
  9. Retail Is a Tricky Investment. Why Nordstrom Stock Looks Like a Winner. (barrons)
  10. Frackers Push Into Once-Dead Shale Patches as Oil Nears $100 a Barrel (wsj)
  11. Russian Troops Enter Breakaway Ukrainian Region; Germany Halts Gas Pipeline (wsj)
  12. Putin’s Endgame: Unravel the Post-Cold War Agreements That Humiliated Russia (wsj)
  13. Big Tech Makes a Big Bet: Offices Are Still the Future (nytimes)
  14. Carnival Cruise Line, Royal Caribbean are dropping their mask mandates (usatoday)
  15. An Obscure Corner of Wall Street Is Making Billions Trading Inflation (bloomberg)
  16. Krispy Kreme launches Twix doughnuts in 1st collab with candy brand (foxbusiness)
  17. News in-depth. After recognising breakaway regions in Ukraine, what are Putin’s options? (ft)

Be in the know. 10 key reads for President’s Day…

  1. Traders Look Past Ukraine Angst to Load Up on Emerging Assets (bloomberg)
  2. JPMorgan Strategists Say Stock Pessimism Is ‘In Vogue,’ But Wrong (bloomberg)
  3. Tencent Quashes Talk of New Crackdown as Tech Wipeout Deepens (bloomberg)
  4. China Tells Banks, State Firms to Report Exposure to Jack Ma’s Ant (bloomberg)
  5. Meituan Shows China Tech Isn’t Delivering Yet (wsj)
  6. Fiscal Stimulus Is Turning Into a Fiscal Drag, in a Big Headwind for Growth (wsj)
  7. Biden Agrees to Putin Summit Provided Russia Pulls Back From Ukraine Attack (wsj)
  8. Behind China’s Warning Against a Russian Invasion Is a Desire to Protect Ties With the U.S. (wsj)
  9. Opinion: These 10 stocks have the right stuff that top investors want in their portfolios (marketwatch)
  10. Explainer. In charts: can Erdogan’s gamble keep the Turkish lira steady? (ft)

Be in the know. 27 key reads for Sunday…

  1. Everyone Thinks Rising Interest Rates Are Bad for Tech Stocks. But Are They? (Institutional Investor)
  2. Alibaba goes after JD’s direct retail model with new e-commerce app (technode)
  3. The World Needs What Intel Makes. Can It Make a Comeback? (nytimes)
  4. Fed officials lean against large increase to kick off rate hikes (reuters)
  5. News in-depth. Baltic states fear encirclement as Russia threat rises (ft)
  6. There are emerging opportunities in the market, says legendary investor Bill Miller (cnbc)
  7. Interview. Germany fears Russian gas retaliation if war breaks out (ft)
  8. Carl Icahn: The Fed Can’t Keep Printing Money (bloomberg)
  9. Two Fed officials back steady rise in interest rates starting in March (ft)
  10. 15 Undervalued Stocks That Crushed Earnings (morningstar)
  11. Beijing says it is ‘seriously concerned’ as India cracks down on Chinese companies (cnn)
  12. Billionaire Space Tourist Buys Three More SpaceX Launches (futurism)
  13. Charles Munger: Why I Invested In Alibaba And Other Chinese Stocks (acquirersmultiple)
  14. The Trouble With a Stock-Market Bubble (wsj)
  15. Goldman Sachs Has 5 Buy-Rated Stocks Under $10 With 100% to 600% Upside Potential (24/7WallSt.)
  16. Wall Street Looks Over Its Shoulder, but It’s Not Panicking (thestreet)
  17. Alibaba-Backed Huitongda Gains In Hong Kong Debut, Lifting Fortune Of China E-Commerce Billionaire (forbes)
  18. ECRI Weekly Leading Index Update (advisorperspectives)
  19. Mark Wahlberg Is a Master at Playing the Long Game (mensjournal)
  20. Rolex Watches Gained More Value Than Gold Or Real Estate In Last Decade (maxim)
  21. 2022 Ford Bronco Everglades Edition Is Ready To Own The Outdoors (maxim)
  22. Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks (aswathdamodaran)
  23. Buy Russia – it’s cheap (moneyweek)
  24. Howard Lindzon on What’s Really Going on in the Tech Plunge (OddLots)
  25. The Seven Habits That Lead to Happiness in Old Age (theatlantic)
  26. The Best NHL Teams Are Better Than Usual. So Are The Teams That Might Upset Them In The Playoffs. (fivethirtyeight)
  27. Ukraine President Zelenskyy proposes to meet with Putin as tensions with Russia grow (npr)

Be in the know. 15 key reads for Saturday…

  1. Surging U.S. Share Buybacks Offer Support to Sputtering Market (bloomberg)
  2. Multinationals in Ukraine are ready for a conflict but staying put. (nytimes)
  3. Inside Facebook’s $10 Billion Breakup With Advertisers (wsj)
  4. Fed Officials Lean Against Expectations of Half-Point Increase in March (wsj)
  5. March 2020: How the Fed Averted Economic Disaster (wsj)
  6. Wary of Being Left in the Dark, Americans Produce Their Own Power (wsj)
  7. How Elon Musk plans to fix ‘soul-destroying traffic’ in these US cities (nypost)
  8. AriseN Partners up-and-running less than a year after Bill Hwang’s fall (nypost)
  9. JPMorgan Quant Says Fastest Trend Followers Are Set for Comeback (bloomberg)
  10. China Vows to Contain Bond Default Risks, Deepen Reforms (bloomberg)
  11. Can Iran’s Oil Save American Motorists? (bloomberg)
  12. How Rebounding Oil Is Making U.S. Shale More Viable (bloomberg)
  13. Opinion: High-flying growth stocks have returned to earth. Are they now undervalued? (marketwatch)
  14. Opinion: Microcap stocks could rake in the cash from these mega-rich buyers (marketwatch)
  15. Will Fed rate hikes crush the stock market? Here’s why speed matters (marketwatch)

Be in the know. 33 key reads for Friday…

  1. Biotech Stocks Are Down And Out; Can These 2022 Trends Save Them? (investors)
  2. Nokia Is Remaking Itself Into a 5G Leader. Now Might Be the Time to Plug Into the Stock. (barrons)
  3. Americans Are Emerging From the Pandemic Ready to Splurge on Events and Travel (wsj)
  4. Biotech Is Creating the Jobs of the Future. Give It a Boost. (barrons)
  5. A $2.2 Trillion Crunch Time Looms for Traders Loaded With Stock Hedges (bloomberg)
  6. Intel CEO Sees Revenue Growth Gaining Pace Starting Next Year (wsj)
  7. China Orders Cuts for Food-Delivery Fees, Sparking Tech Selloff (wsj)
  8. S. Existing-Home Sales Hit One-Year High Ahead of Higher Rates (bloomberg)
  9. Junk Bonds Aren’t Predicting the Stock-Market Apocalypse You Think They Are (barrons)
  10. The Best Bargains in Megacap Tech Now (barrons)
  11. Walmart Withstands Pandemic Blows, Higher Costs to Boost Business (wsj)
  12. On The Blinken. The Energy Report 02/18/2022 (Phil Flynn)
  13. Intel Can Be the ‘Next Great Growth Story,’ CEO Pat Gelsinger Says (barrons)
  14. DuPont Sells Materials Business for $11 Billion. The Stock Rises. (barrons)
  15. Alibaba and Tencent E-Commerce Sites Added to U.S. Counterfeit and Piracy List (barrons)
  16. Netflix Could Add More Subscribers Than Expected This Quarter, Says Analyst (barrons)
  17. Angi Stock Tanked After Earnings. Patient Investors Should Buy the Dip. (barrons)
  18. Watch these junk bonds for recession signals (marketwatch)
  19. Bond Yields Close to Flashing Recession Signal: Bank of America (barrons)
  20. Recession 2023? Why the Fears of a Fed-Induced Hard Landing Are Overblown. (barrons)
  21. No reversal on China’s tech crackdown in sight as Xi calls for more work on laws (cnbc)
  22. Inflation Should Moderate in Coming Months, White House Economist Says (wsj)
  23. A Jeff Koons Paint Job on a BMW Canvas (nytimes)
  24. A $2.2 Trillion Crunch Time Looms for Traders Loaded With Stock Hedges (bloomberg)
  25. Hong Kong’s Brain Drain Is Causing Real Pain (bloomberg)
  26. Recession Risks are Rising, Says BofA’s Hartnett After Seeing Largest Inflow to Treasuries Since Pandemic Started (streetinsider)
  27. Cisco (CSCO) Stock Gains on Earnings Beat, JPMorgan Sees ‘Strong Move’ Playing Out in Next 12-24 Months (streetinsider)
  28. Appalachia Shale-Gas Drillers Move to Buy Billions in Own Shares (yahoo)
  29. JPMorgan Quants Say Sudden Earnings Gloom Spells Market Trouble (yahoo)
  30. News in-depth. Shari Redstone won the battle for her media empire. Now comes the streaming war (ft)
  31. Is Los Angeles ready for a billionaire mayor? (ft)
  32. What Happens When The Yield Curve Flattens And Potentially Inverts? (benzinga)
  33. Intel Puts a Price on its Leap of Faith (wsj)