Hedge Fund Tips

1. Charlie Munger’s Daily Journal scored a 15x return on a stock — and used margin debt to invest $87 million last quarter (businessinsider)
2. How the U.S. Built a Winning Men’s Olympic Hockey Team in 10 Days (wsj)
3. China’s tech giants push toward an $8 trillion metaverse opportunity — one that will be highly regulated (cnbc)
4. A Reason to Bet on a Less Aggressive Fed (barrons)
5. Biotech Money Shock: Investors Unwind Speculative Bets as Pandemic Fears Fade (bloomberg)
6. The managers of a biotech fund that has beaten nearly 70% of its peers in the last 10 years lay out the 5 key trends that will power the industry in a post-Covid world – and reveal 3 stocks that could surge thanks to drug breakthroughs (businessinsider)
7. Central Bank Should Weigh Asset Sales to Curb Inflation, Says Fed Official (wsj)
8. LeBron James, Larry David And QR Codes: The Star-Studded Crypto Super Bowl Commercials (benzinga)
9. News in-depth. Jay Powell keeps options open as he seeks Fed consensus on rate move (ft)
10. Live news: Russian foreign minister tells Putin there is a way forward for security talks (ft)
11. Remittances made to Central America from the US reach record levels (ft)
12. PayPal’s Stock Drop Wiped Out 2 Years of Gains. Insiders Are Buying Up Shares. (yahoo)
13. Lockheed Martin Ditches Aerojet Purchase After FTC Opposition (barrons)
14. A giant, doughnut-shaped machine delivers a major climate-change breakthrough — sustained nuclear fusion (marketwatch)
15. China auto sales decline for eighth month in a row (marketwatch)
16. Goldman Sachs sees three paths for the S&P 500 (marketwatch)
17. The best Super Bowl 2022 commercials: The ads that scored a touchdown (nypost)
18. China evades questions on why it hasn’t evacuated embassy staff and citizens from Ukraine (cnn)
19. China’s Approval of Pfizer Pill Opens Door to Ending Covid Zero (bloomberg)
20. New York Fed Concludes Underlying Inflation IS Only 4.6% (mishtalk)
21. Ukraine’s leader invites Biden to visit soon (reuters)
22. Boeing Says It Won’t Rush Process of Resuming 787 Deliveries (bloomberg)
23. Private Equity Surges in China as Broader M&A Market Stalls (wsj)
24. Larry David Doesn’t Get Crypto. That’s Why He’s the Perfect Pitchman. (nytimes)
25. ‘We’ve seen the lows’ Fidelity’s global macro director says. He lays out the ‘key ingredient’ the Fed uses to keep the stock market stable — and shares the 1 under-the-radar risk that could upset it (businessinsider)
26. Ukraine could drop NATO bid to avoid war, ambassador tells BBC (reuters)
27. Gary Vaynerchuk says 98% of NFT projects will fail after the gold rush fades. Here’s why 2 experts think he might be right. (businessinsider)
28. The market technician Helene Meisler has taught everyone from Wall Street pros to investing newcomers for 25 years. She told us why she still charts 200 stocks a day by hand and her must-watch indicator right now. (businessinsider)
29. Energy Insecurity. The Energy Report 02/14/2022 (Phil Flynn)
30. Putin Signals Talks With U.S. to Go On as Some Troop Drills End (bloomberg)
31. Airbus Sees Boom in Asia-Pacific Plane Demand as Virus Eases (bloomberg)
32. Dimon Risks Past Success Story in Push for Growth, Mayo Says (bloomberg)
33. S. Tech Firms Hunt for Cheap Home-Based Hires in Latin America (bloomberg)
34. Tim Duy on the Huge Challenge the Fed Now Has in 2022 (bloomberg)
35. Rolls-Royce to Help Power Electric Planes as Soon as 2025 (bloomberg)

1. Rebecca Patterson on Global Macro Investing (bloomberg)
2. Back to Earth or Temporary Setback? Revisiting the FANGAM Stocks (aswathdamodaran)
3. Uncommon Discipline (fs)
4. Saudi Arabia transfers Aramco shares worth $80 bln to state fund (reuters)
5. ECRI Weekly Leading Index Update (advisorperspectives)
6. Why Young Buyers Are Snapping Up Vintage Wooden Boats (robbreport)
7. Maserati MC20: Test-Driving Italian Automaker’s Latest Supercar (maxim)
8. transforming tesla’s cybertruck into an amphibious, high-performance watercraft (designboom)
9. GLOVES OFF Watch outrageous ice hockey fight as NHL stars exchange 43 PUNCHES in revenge fight following infamous 2015 scrap (the-sun)
10. Intel tries cashing in on cryptocurrency mining despite environmental problems (cnet)

Table Source: LPL Ryan Detrick

1. The $22 Billion Wager: DraftKings and Others Are Reaching for a Piece of the Sports-Gambling Prize. (barrons)
2. Asana’s CEO Buys $1 Billion of Company Stock in Historic Buying Spree (barrons)
3. The Force Awakens at Disney (barrons)
4. After Alphabet, 5 More Companies Look Ripe to Split Shares (barrons)
5. Block Stock Is a Buy. Cash App’s Valuation Is ‘Way Too Low.’ (barrons)
6. How Western Digital’s Setback Actually Could Boost Its Shares (barrons)
7. Alibaba Earnings Are Coming. 4 Numbers to Watch. (barrons)
8. Putin, Biden plan high-stakes phone call Saturday in Ukraine crisis (marketwatch)
9. What a Russian invasion of Ukraine would mean for markets as White House warns attack could come ‘any day now’ (marketwatch)
10. Opinion: Inflation fears are overblown — five reasons why you need to buy the dip in stocks (marketwatch)
11. Elon Musk says first SpaceX orbital flight could come in March — a key step to Mars (nypost)
12. Person in the News. Peter Thiel, the contrarian tech investor turns to politics (ft)
13. Lavrov Says U.S. Running ‘Propaganda Campaign’: Ukraine Update (bloomberg)
14. S. Sees China Watching Ukraine Crisis as Proxy for Taiwan (bloomberg)
15. Wall Street Veteran Says Fed Won’t Deploy 50-Basis-Point Rate Hike (bloomberg)
16. Sentiment About the U.S. Economy Is Getting Close to the Worst of the Great Recession (bloomberg)
17. Oreo Maker Mondelēz Says Covid Couldn’t Quash World’s Snacking Habit (bloomberg)
18. Splunk Jumps on Report That Cisco Made $20 Billion-Plus Offer (bloomberg)
19. The Fed Should Pick ‘Boomflation’ Over a Recession (bloomberg)
20. Super Bowl Quarterback Joe Burrow Plays a Mean Game of Chess. Really Mean. (wsj)
21. A Rams win could mean a 14% stock surge: 7 fun market stats ahead of Super Bowl LVI from S&P Global (businessinsider)
22. Signals of an economic recession are beginning to flash as ‘sputtering consumer’ lacks fresh stimulus, Jeffrey Gundlach says (businessinsider)
23. Warren Buffett has touted Disney’s brand, trumpeted Snow White and Mickey Mouse, and bemoaned selling the stock. Here are his 10 best quotes about the media giant. (businessinsider)
24. Gary Vaynerchuk explains the value of NFTs: they are ‘assets to communicate who you are’ (businessinsider)
25. Super Bowl QB Joe Burrow: Confidence ‘might be the most important trait’ (cnbc)
26. A Gene Sequencing Pioneer Battles Over What It Can Buy (nytimes)
27. Jake Chelios Is American, Greek, Scottish, German and Irish. He’s Playing for the Chinese Hockey Team. (wsj)
28. America’s Chinese Tech Conundrum (nytimes)
29. Are Activist Short Sellers Misunderstood? (nytimes)
30. Wall Street’s go-to recession indicator is starting to get attention (cnn)
31. David Tepper: The King of Bouncing Back (neckar)
32. Berkshire Hathaway’s Utility Business Is a Crown Jewel. A Recent Presentation Highlights That. (barrons)
33. 7 Undervalued Stocks With Growing Dividends (morningstar)