Be in the know. 21 key reads for Thursday…

  1. Consumers Are Pivoting Spending to Services Like Dining and Travel (wsj)
  2. Value Stocks Are Outpacing Growth. But for How Long? (barrons)
  3. 6 Value Stocks for 2022 From the Forgotten 40 (barrons)
  4. Wages Will Be Key in January’s Jobs Report. Here’s What to Watch. (barrons)
  5. Meta Stock Tumbles on Weak Earnings and a Disappointing Outlook (barrons)
  6. Meta Stock Gets Hammered. But Here’s the Argument for Buying the Big Drop. (barrons)
  7. Forecaster Yves Lamoureux has nailed several big market downturns. Here’s why he’s now turning bullish on stocks. (marketwatch)
  8. Nokia Reinstates Dividend, Sets New, Long-Term Margins Target (barrons)
  9. S. Orders 3,000 Troops to Bolster European Allies in Russia-Ukraine Crisis (wsj)
  10. Growth Hedge Funds Suffer Worst Rout in Years (wsj)
  11. To Achieve ‘Common Prosperity,’ Xi Jinping Seeks to Scale China’s ‘Three Big Mountains’ (wsj)
  12. Bulk Shipping Rates Extend Slide on Weak Demand From China (bloomberg)
  13. Productivity in U.S. Gains by Most in More Than a Year (bloomberg)
  14. Amazon Shares’ Underperformance May Help It Dodge Earnings Selloff (bloomberg)
  15. Starbucks Decline Eases After Coffee Chain Updates Outlook (bloomberg)
  16. America’s red-hot housing market is about to kickstart the Great Commercial Building Boom (businessinsider)
  17. Joe Manchin gave a fresh hint on what he wants from a skinny Build Back Better: ‘Just fix the tax code’ (businessinsider)
  18. Value stocks just had their best month since the peak of the 2001 dot-com bubble — and there’s still more upside to come, Bank of America says (businessinsider)
  19. Fed’s Bullard says central bank isn’t as far from neutral policy stance as it looks (marketwatch)
  20. Humana (HUM), UnitedHealth (UNH), Other Insurers Climb On Medicare Rates Proposal (streetinsider)
  21. Hedge funds bet on beaten-down Russia and Ukraine assets (ft)

Be in the know. 27 key reads for Wednesday…

  1. Nuclear Power, Natural Gas Secure EU Backing as ‘Green’ Investments (wsj)
  2. S. Private Sector Shed 301,000 Jobs in January, Says ADP (barrons)
  3. S. Deploying 3,000 Troops to European Allies in Russia-Ukraine Crisis (barrons)
  4. Alphabet Stock Split Could Permit Tech Giant to Join the Dow (barrons)
  5. Alphabet Delivers Big Time on Earnings (barrons)
  6. Medtronic Stock Can Gain 20% as Covid Subsides (barrons)
  7. Visa Is One of Our Top Picks. Its Latest Results Make It Look Even Better. (barrons)
  8. Why Anti-Vaxxers Could Help Boost Earnings for Pfizer (barrons)
  9. R. Horton Boosts Sales Forecast Amid ‘Robust’ Housing Market (barrons)
  10. Novartis Earnings Rise, Says Review of Sandoz Unit Progressing (barrons)
  11. Punxsutawney Phil predicts six more weeks of winter. (marketwatch)
  12. The energy sector surged nearly 19% in January. Here’s what history says about returns following the only other 5 months it’s risen at least 15% (marketwatch)
  13. S. Job Openings, Quits Remained Elevated at End of Last Year (wsj)
  14. AT&T Sets WarnerMedia Spinoff Plan and Lowers Its Dividend (wsj)
  15. Tom Brady Is Going to Be Forever (wsj)
  16. Starbucks Sales Rise as Cost Pressures Increase at the Coffee Chain (wsj)
  17. Starbucks Decline Eases After Coffee Chain Updates Outlook (bloomberg)
  18. Even for Olympic Gold-Winning Team USA, the Women’s Hockey Pipeline Is Fractured (wsj)
  19. Goldman Sachs workers back to office Feb. 1 but some exceptions allowed (nypost)
  20. Little of the Paycheck Protection Program’s $800 Billion Protected Paychecks (nytimes)
  21. S. Talks to China, Japan, India About Sending Gas to Europe (bloomberg)
  22. Could an Iran Deal Sway the Next Election? (bloomberg)
  23. PayPal shares dive 22% after company blames inflation for weak guidance (cnbc)
  24. OPEC+ agrees on March output rise amid oil price rally, defying U.S. pressure (cnbc)
  25. George Soros Outlines Dangers Posed By CCP Authoritarian Rule In 2022 (zerohedge)
  26. Buybacks are Accelerating, Clients are Less Bullish But Not Yet Bearish – BofA (streetinsider)
  27. Goldman Sachs Has 5 Solar Stocks to Buy Now With 40% to Over 100% Upside Potential (247wallst)