Be in the know. 20 key reads for Friday…

  1. These Beaten-Down Emerging Market Tech Stocks Look Like Bargains (barrons)
  2. The bull market in stocks will have ‘a new lease on life’ if this technical indicator flashes, research firm says (businessinsider)
  3. As meme stocks fall, sports betting apps are angling for customers (nypost)
  4. Biden Wants Crypto Rules as National Security Matter (barrons)
  5. Prepare For Impact. The Energy Report 01/28/2022 (Phil Flynn)
  6. EU to ask Azerbaijan for extra gas supplies amid fears of Russia conflict (ft)
  7. Turkish lira steadies after tumbling 44% in tumultuous 2021 (ft)
  8. Inside Bill Ackman’s Big Netflix Buy (institutionalinvestor)
  9. Here’s what history says about stock-market returns during Fed rate-hike periods (marketwatch)
  10. What’s old is new again — the Dogs of the Dow are outperforming the stock market (marketwatch)
  11. Consumer spending slumps after omicron outbreak (marketwatch)
  12. Apple (AAPL) Stock Soars on Another Robust Quarter Fueled by Monster iPhone and Services Numbers, Analysts Raise PTs (streetinsider)
  13. Risk Parity Comes Under Pressure as Fed Tightens (bloomberg)
  14. Chevron shares retreat from a record after fourth-quarter profit falls short of expectations (cnbc)
  15. US wages rose less than expected in the fourth quarter as the labor shortage charged into 2022 (businessinsider)
  16. Boeing Might Be Making a New Plane (barrons)
  17. A Year After It Began, Meme-Stock Mania Is on Life Support (barrons)
  18. Value Stocks Are Becoming Better Long-Term Bets Than Growth (barrons)
  19. Biogen Sells Stake in Biosimilars Venture to Samsung Biologics for $2.3 Billion (barrons)
  20. The investment chief at the world’s largest hedge fund says stocks must sink another 20% before the Fed steps in (businessinsider)

Be in the know. 20 key reads for Thursday…

  1. China Airlines and Boeing (BA) Announce Order for Four 777 Freighters (streetinsider)
  2. Apple Reports Today. IPhone Demand in Focus. (barrons)
  3. Tesla’s Earnings Beat Was Better Than You Think (barrons)
  4. Economists Expected a GDP Growth Spurt. It Was Bigger Than Expected. (barrons)
  5. Southwest, JetBlue, and Alaska Air Earnings All Tell Investors the Same Thing (barrons)
  6. Netflix Stock Is Spiking. Bill Ackman’s Pershing Square Bought $1 Billion in Shares. (barrons)
  7. AMD Receives Approval From China for $35 Billion Purchase of Xilinx (barrons)
  8. Investors Are Fixated on Interest Rates, But Profit Margins Drive the Market (barrons)
  9. It’s not just Powell — Fed chiefs have been more hawkish after their first term, study finds (marketwatch)
  10. House’s China Bill Calls for Scrutiny of U.S. Investments There. It Could Be a Big Deal. (barrons)
  11. S. economy grows 6.9% in fourth quarter, GDP shows, as businesses restock and consumers boost spending (marketwatch)
  12. S. jobless claims drop 30,000 to 260,000 as omicron wave fades (marketwatch)
  13. Opinion: Warren Buffett’s advice for a volatile market: patience pays (marketwatch)
  14. Opinion: Warren Buffett is teaching meme-stock players, crypto traders and other naysayers some hard lessons about why market fundamentals still apply (marketwatch)
  15. China’s “National Team” Rushes To Save Stocks After Bear Market Signaled (zerohedge)
  16. Chinese Fund Managers Heed State Call to Invest After Stocks Stumble (wsj)
  17. It’s time to buy the dip as any further weakness in stocks is an opportunity to ride the upside through the rest of 2022, Goldman Sachs says (businessinsider)
  18. Green Dreams Die Hard. The Energy Report 01/27/2022 (Phil Flynn)
  19. S. Delivers Response to Russian Demands Amid Ukraine Crisis (wsj)
  20. Chinese Stocks See Mutual Funds Step In as Bear Market Sets In (bloomberg)

Be in the know. 25 key reads for Wednesday…

  1. China’s Stocks Had a Rough 2021. Watch for a Turnaround in the Year of the Tiger. (barrons)
  2. Goldman, Citi Strategists Say It’s Now Time to Buy Stocks Rout (bloomberg)
  3. Warren Buffett’s great-nephew just completed a SPAC deal. He clearly shares the billionaire investor’s taste in businesses. (businessinsider)
  4. AT&T Earnings Guidance Missed Forecasts. The Stock Is Rising. (barrons)
  5. Post-Omicron Boom Is Coming. Workers Are the Wildcard. (barrons)
  6. A Rare Oil Bear Thinks $100 Predictions Are Premature (barrons)
  7. Intel Wins Appeal of $1.2 Billion EU Antitrust Fine (berrons)
  8. Microsoft’s Earnings Delivered. The Market—and These 11 Stocks—Could Gain. (barrons)
  9. Boeing Cash Gain Dulls Pain of $5.5 Billion Dreamliner Costs (bloomberg)
  10. Fed will raise its policy interest rate above the inflation rate ‘sooner rather than later,’ says ex-governor Quarles who resigned last month (marketwatch)
  11. Opinion: Whenever the Dow and the S&P 500 fall below this key support level, stocks typically come roaring back (marketwatch)
  12. You can still find a haven in tech stocks: These 20 offer the safety net of highly stable profits (marketwatch)
  13. Fed Day Is Here as Volatility Hits Fever Pitch. What to Watch. (barrons)
  14. S. Plans Sanctions, Export Controls Against Russia if It Invades Ukraine (wsj)
  15. Investors Lose Appetite for Stocks of Unprofitable Companies (wsj)
  16. Ukrainian mom buys powerful hunting rifle, vows to ‘fight for Kiev’ (nypost)
  17. Amazon Go heads to the suburbs: Talking Tech podcast (usatoday)
  18. Billionaire Paul Marshall’s Hedge Fund Just Made This Historic Move on Value Stocks (bloomberg)
  19. Scottsdale Classic Car Auctions Find a Lot Riding on Results (bloomberg)
  20. Boeing takes $3.5 billion charge on 787 Dreamliner but generates positive cash flow (cnbc)
  21. Goldman Sachs says buy these 24 stocks with solid balance sheets, healthy margins, and reasonable valuations as the market selloff intensifies (businessinsider)
  22. GE and Raytheon Are in It for the Long Haul (wsj)
  23. AmEx Has Runway as Travel Recovers (wsj)
  24. In Catastrophic Month For “Smart Money”, Goldman Saw Biggest Hedge Fund Buying Since 2020 On Monday (zerohedge)
  25. Buy Any Further Significant Pullback in Equities – Goldman Sachs (streetinsider)