Be in the know. 20 key reads for Monday…

  1. Alibaba SEC Filing May Signal SoftBank Plans to Sell, Citi Says (bloomberg)
  2. Opinion: 12 biotech stocks to consider buying now as prospects for the sector brighten this year (marketwatch)
  3. China companies try to list in US in test for regulators after clampdown (ft)
  4. JPMorgan Strategists Say Buy Stocks as Rate Hikes Now Priced In (bloomberg)
  5. A Reason to Bet On a Less Aggressive Fed, Despite All the Jobs (barrons)
  6. Frontier to Buy Spirit Airlines in Deal Valued at $6.6 Billion (barrons)
  7. Clorox Has ‘Cleared the Deck.’ The Stock Is a Buy at These Levels. (barrons)
  8. China’s Slowdown to Limit Global Growth but Not Undermine World Economy (wsj)
  9. White House Warns Russian Invasion of Ukraine Could Come ‘Any Day Now’ (wsj)
  10. What CEOs Are Saying: ‘Business Has Come Back Roaring’ (wsj)
  11. What We Don’t Know About the Stock Market (wsj)
  12. MIT researchers create new material as strong as steel and light as plastic (usatoday)
  13. Macron says he’s “reasonably optimistic” ahead of Ukraine talks with Putin in Moscow (cnn)
  14. Bud Light NEXT, beer with zero carbs, is here after a decade of change and innovation (foxbusiness)
  15. Junk bond flows dropped by most since early days of pandemic (marketwatch)
  16. Bridgewater Touts Chinese Assets As PBOC Diverges (zerohedge)
  17. Goldman Commodity Veteran Says He’s Never Seen a Market Like It (yahoo)
  18. Does Alibaba registering 1 billion American shares mean major shareholder SoftBank is heading for the exit? (scmp)
  19. Will China Economic Problems Hurt Oil Demand. The Energy Report 02/07/2022 (Phil Flynn)
  20. Elevated Bond Yields Approach Key Milestone (wsj)

Be in the know. 15 key reads for Sunday…

  1. A Big Tech Trade Is Losing Its Luster (wsj)
  2. He’s Been a Walleye, a Steelhead, a Griffin, a Komet, a Comet and a Phantom. Now He’s an Olympian. (wsj)
  3. These 12 Countries Will Pay Their Olympians Six-Figure Bonuses For Winning Gold Medals (forbes)
  4. ECRI Weekly Leading Index Update (advisorperspectives)
  5. Rebecca Patterson on Global Macro Investing (bloomberg)
  6. The Towers and the Ticking Clock (nytimes)
  7. The Bentley Continental GT Speed Is Robb Report’s 2022 Car of the Year (robbreport)
  8. Aston Martin Unveils World’s Fastest and Most Powerful Luxury SUV (maxim)
  9. Former Google CEO Eric Schmidt on the Future of Artificial Intelligence (maxim)
  10. 6 Reasons Meta Is in Trouble (nytimes)
  11. Lunar New Year special | China’s tech majors are hoping to be leaner and meaner in the Year of the Tiger (technode)
  12. We ate all 12 Girl Scout cookie flavors in one sitting. And the best one is… (cnet)
  13. China Is Changing Its Coal Use, and It Affects the Whole World (bloomberg)
  14. Yellen Says ‘No Plans to Leave’ With Goals Far From Accomplished (bloomberg)
  15. China Predicts Low Inflation Based on Western Monetary Moves (bloomberg)

Be in the know. 32 key reads for Saturday…

  1. S. to Waive Sanctions on Iran Civilian Nuclear Activities as Talks Heat Up (wsj)
  2. Here Are the Best Steakhouses in New York City Right Now (bloomberg)
  3. Adults Back in Charge of Stock Market as Fed Awakens Big Money (bloomberg)
  4. With Omicron Waning, Americans Are Ready for the Reopening (barrons)
  5. The next ‘pain trade’ could be on the horizon as investors crowd into bets pegged to Fed monetary policy (marketwatch)
  6. THE EMPLOYMENT SITUATION — JANUARY 2022 (bls)
  7. Future classic supercars (ft)
  8. GE Stock Could Light Up Your Portfolio. Here’s Why. (barrons)
  9. How Oaktree captured Evergrande’s castle (ft)
  10. ‘This is not 1980’: What investors are watching as next U.S. inflation reading looms (marketwatch)
  11. Peak everything — growth, inflation and COVID — may soon mean calmer markets ahead, economist says (marketwatch)
  12. AT&T Spent a Decade Buying Things. Now It’s Cleaning House. (barrons)
  13. Treehouse Foods, Delek US Holdings See Action From Activist Investors (barrons)
  14. Time to Lift All Covid Restrictions? As Omicron Eases, Here’s What Public Health Experts Are Saying. (barrons)
  15. With Omicron Waning, Here’s What the New Normal Could Look Like (barrons)
  16. Big Tech’s Week Featured Alphabet and Amazon Rallies, Meta Crash (bloomberg)
  17. Meta Stock Looks Cheap. That’s No Longer a Good Reason to Buy. (barrons)
  18. Boston Beer Fell Flat on a Hard Seltzer Glut. Its Stock Is Now a Buy. (barrons)
  19. Trian and Peltz Fixed Invesco. Janus Is Next. (barrons)
  20. 10-Year Treasury Yield Surges Above 1.9%, Highest Since 2019 (wsj)
  21. Can the Technology Behind Covid Vaccines Cure Other Diseases? (wsj)
  22. Team USA Doesn’t Have a Starting Goalie. That’s By Design. (wsj)
  23. Beijing Winter Olympics Medal Count (bloomberg)
  24. A Wall Street strategist who called January’s 10% stock market drawdown explains why it’s time to put new money to work after a high-volume ‘cathartic puke’ — and shares 25 beaten-down stocks to buy (businessinsider)
  25. Billionaire investor Leon Cooperman called inflation a friend of common stocks. Here’s why he might be right. (businessinsider)
  26. Almost every major industry saw job growth in January, led by robust gains in leisure and hospitality (businessinsider)
  27. What Omicron? Businesses spent $61 billion on Google ads in Q4 despite supply chain issues (usatoday)
  28. Michael Lewis Revisits ‘Liar’s Poker’ (nytimes)
  29. Royal Caribbean CEO says ‘we are past COVID,’ but cruise operator may not turn profitable this year as expected (marketwatch)
  30. Why every Costco product is called ‘Kirkland Signature’ (cnn)
  31. ESPN Co-Founder Bill Rasmussen — Fear{less} with Tim Ferriss (#569) (tim)
  32. The Small Steps of Giant Leaps (fs)