Be in the know. 21 key reads for Tuesday…

  1. Emerging Markets Took a Beating Last Year. Now They Could Be the Smart Play. (institutionalinvestor)
  2. AT&T to Spin Off WarnerMedia, Plans Deep Cut to Its Dividend (barrons)
  3. UPS Smashes Earnings and Guidance Is Even Better. Shares Are Rising. (barrons)
  4. Winter Olympics spotlights Beijing’s digital yuan: Will China’s CBDC plans push others to move faster? (fnlondon)
  5. Small-Caps Avoided Their Worst January in Decades. It Might Be Time to Buy. (barrons)
  6. JPMorgan’s Kolanovic is again pounding the table for stocks — but one market is close to triggering an ominous signal (marketwatch)
  7. Bears beware. Past corrections for the S&P 500 are only 15% on average, outside of recessions (marketwatch)
  8. Fed Nominee Has Focused His Research on Monetary Policy and Poverty (wsj)
  9. California Single-Payer Healthcare Plan Shelved at Last Minute (wsj)
  10. Qatar Airways Launches New Boeing Cargo Jet (wsj)
  11. Domino’s to ‘tip’ customers $3 for placing pickup orders as labor shortage continues (nypost)
  12. Stocks had a lousy start to the year, but Wall Street expects good times ahead. (nytimes)
  13. Rents are declining in several major US cities. Is yours on the list? (usatoday)
  14. Goldman Slashes 2022 GDP Forecast Again, Warns Of “Sharp Deceleration” In Growth” (zerohedge)
  15. Blackstone, Carlyle Mull Joint Bid for Novartis Generics Arm (bloomberg)
  16. Europe Is Losing Nuclear Power Just When It Really Needs Energy (bloomberg)
  17. Goldman Sachs’ Kostin Says Correction is a Buying Opportunity (streetinsider)
  18. Aston Martin launches the DBX707, says it’s the most powerful luxury SUV in the world (cnbc)
  19. Legendary investor George Soros says China’s real-estate crisis is a major threat to Xi Jinping’s grip on power (businessinsider)
  20. Ultra-rare 1955 Mercedes-Benz Gullwing auctioned for record $6,825,000 (foxbusiness)
  21. Nelson Peltz wins board seat at Janus Henderson (ft)

Be in the know. 17 key reads for Monday…

  1. China and Japan are Citi’s top picks for Asia markets (cnbc)
  2. Four Ways the Iranian Nuclear Talks Could Upend Oil Markets (bloomberg)
  3. Market corrections are good buying opportunities, says Goldman Sachs — but only when this happens (marketwatch)
  4. Hong Kong’s Covid-Zero Strategy Is on the Brink of Collapse (bloomberg)
  5. The Auto Chip Shortage May Be Improving, According to This Company’s Earnings (barrons)
  6. China Manufacturing Slips in Latest Sign of Slowing Economy (bloomberg)
  7. Dollar to Peak After Fed Starts Hiking in March, JPMorgan Says (bloomberg)
  8. Goldman Strategist Sees Risk of Further Stock Market Pullback (bloomberg)
  9. Then and Now: How This Fed Liftoff Is Nothing Like That of 2015 (bloomberg)
  10. Dollar to Peak After Fed Starts Hiking in March, JPMorgan Says (bloomberg)
  11. Netflix Co-CEO Reed Hastings Bought $20 Million of Stock (barrons)
  12. Can music on Spotify shed light on stock market returns? A study says yes. (usatoday)
  13. BANK OF AMERICA: Buy these 28 unheralded ‘best ideas’ stocks now for upside of 20% to 180% as they make dramatic turnarounds in 2022 (businessinsider)
  14. UBS says to buy these 15 growth stocks that still look attractive amid the sell-off and could surge by at least 32% based on price targets (businessinsider)
  15. Crashing Pot Stocks Are Flush With Cash (wsj)
  16. Boeing to sign Qatar freighter deal on Monday – U.S. officials (reuters)
  17. Minneapolis Fed President: March rate hikes on the table (finance.yahoo)

Be in the know. 15 key reads for Sunday…

  1. Flight From Risk Drives Biotech Stocks to Worst Start Since 2016 (bloomberg)
  2. Drugmakers Raised Prices by 6.6% on Average Early This Year (wsj)
  3. Move Over, Meme Stocks: Retail Investors Go Back to the Blue Chips (wsj)
  4. Wall St Week Ahead Bargain hunters study stock valuations after big declines (reuters)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. Simply the best Tom Brady’s greatness undeniable whenever retirement day comes (nypost)
  7. 22 Fascinating Facts You Didn’t Know About Bugatti (robbreport)
  8. Chevrolet Reveals Corvette Z06 70th Anniversary Edition (maxim)
  9. 2022 Maserati MC20 Review: A Powerful Yet Nimble Track Sweeper (thedrive)
  10. Intel wants to get ‘millions of Arc GPUs’ to gamers every year (techradar)
  11. Winning by points: Putin’s judo match with the West (aei)
  12. Europe Fears Kremlin Will Cut Off Its Gas Supply (cfr)
  13. Led Zeppelin Gets Into Your Soul (newyorker)
  14. Walgreens Is Said to Kick Off Boots Sale as Sycamore Joins Fray (bloomberg)
  15. China Manufacturing Loses Steam as Growth Risks Mount (bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Fed’s Kashkari says rate hike ‘pause’ conceivable in spring (reuters)
  2. Boeing Is Set to Launch Its First New Jet in Nearly Five Years With Qatar Deal (bloomberg)
  3. Netflix Co-CEO Hastings Buys $20 Million of Shares After Drop (bloomberg)
  4. These Airline Stocks Could Take Flight in 2022 (barrons)
  5. A Year After It Began, Meme-Stock Mania Is on Life Support (barrons)
  6. Consumer Sentiment Slips (barrons)
  7. Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities. (barrons)
  8. This Is What an Earnings Slowdown Looks Like. (barrons)
  9. Alphabet’s Earnings Are Coming. All Eyes Are On the Google Parent’s Outlook. (barrons)
  10. Why Bill Ackman Sees More Play in Netflix Stock (barrons)
  11. S. Wages, Benefits Rose at Two-Decade High as Inflation Picked Up (wsj)
  12. Hedge Fund Melvin Lost $6.8 Billion in a Month. Winning It Back Is Taking a Lot Longer. (wsj)
  13. News in-depth. Masayoshi Son and Marcelo Claure: inside the expensive divorce at SoftBank (ft)
  14. Oaktree takes control of sprawling Evergrande building project near Shanghai (ft)
  15. Wall Street split on ‘buying the dip’ in whipsawing US stock market (ft)
  16. Chinese documentary prompts rare criticism of Xi’s anti-corruption campaign (ft)
  17. Turkey’s Erdogan Vows to Continue Lowering Interest Rates (bloomberg)
  18. A Stock Trader’s Guide to China’s Week-Long New Year Holiday (bloomberg)
  19. The stock market slump is raising recession fears but the actual data isn’t so ‘ominous,’ analyst says (businessinsider)
  20. Netflix is still a very cheap stock: Oakmark Funds’ Bill Nygren (cnbc)