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)

Be in the know. 20 key reads for Tuesday…

  1. Goldman Shrugs Off Rate Hikes to Bet on Emerging Stocks (bloomberg)
  2. 10 Cheap Stocks for Volatile Markets (barrons)
  3. New Study Finds CFA Charterholders Are Actually Worse At Investing (zerohedge)
  4. Berkshire Hathaway plans to hold its next annual meeting in person. (nytimes)
  5. High Alert. The Energy Report 01/25/2022 (Phil Flynn)
  6. Nasdaq Composite’s Wild Swing Precursor to Bounce, History Shows (bloomberg)
  7. Junk Loans Shine Amid Market Rout (wsj)
  8. An Anxious Market Awaits the Fed Meeting (barrons)
  9. American Express Boosts Forecasts as Credit Card Spending Sets Record (barrons)
  10. Throwing up the white flag? Retail investors dumped stocks at Monday’s open, JPMorgan analysis finds (marketwatch)
  11. IBM’s Earnings Signal Good News for Microsoft Stock—and Maybe the Whole Market (barrons)
  12. 3M Reports Better-Than-Expected Earnings. (barrons)
  13. Tech Crash or Bargain Season? It’s an Open Question. (barrons)
  14. Omicron Slows the Global Economy, Hitting the U.S. Particularly Hard (wsj)
  15. Fed Steps Up Deliberations on Shrinking Its $9 Trillion Asset Portfolio (wsj)
  16. Russia Cuts Key Oil Flows Just as Demand Looks Set to Jump (bloomberg)
  17. American Express CEO: We aren’t seeing any consumer cautiousness (yahoo)
  18. The Big Read. Citadel Securities: how the Wall Street outsider became ‘the Amazon of financial markets’ (ft)
  19. US antitrust head will look to block deals that ‘lessen competition’ (ft)
  20. Home prices surged in November, but at a slower rate than in October, S&P Case-Shiller says (cnbc)