Be in the know. 20 key reads for Thursday…

  1. Boeing Stock Leaps On Report 737 MAX To Return To Service In China Later This Month (thestreet)
  2. Delta Air Lines Earnings Beat Expectations. (barrons)
  3. Shell’s Buybacks and Low-Carbon Energy Shift Make This a Buying Opportunity (barrons)
  4. Wall Street Is Talking About the Fed’s Balance Sheet. What to Know About ‘QT.’ (barrons)
  5. Inflation Surge Is on Many Executives’ List of 2022 Worries (wsj)
  6. Fed’s Brainard to Tell Congress That Reducing Inflation Is Top Priority (wsj)
  7. U.S. Initial Jobless Claims Rose to Highest Since Mid-November (bloomberg)
  8. Smaller Gain in U.S. Producer Prices Is Hint of Cooler Inflation (bloomberg)
  9. Sell Dollar for Everything Else Is Echoing Across Trading Rooms (bloomberg)
  10. Discovery Shares Poised for Gains After Rough 2021 (bloomberg)
  11. Biogen Prepares to Fight Medicare Over Alzheimer’s Drug Limits (bloomberg)
  12. Wharton professor Jeremy Siegel sees the S&P 500 jumping 9% this year, saying stocks are the place to be when inflation is rising (businessinsider)
  13. These are the types of companies Warren Buffett says you should invest in during times of inflation (marketwatch)
  14. Saudi Sovereign Wealth Fund To Buy $10 Billion In Stocks This Year (zerohedge)
  15. Wells Fargo expects four U.S. rate hikes this year, cuts growth forecast (streetinsider)
  16. AT&T (T): UBS Expects WarnerMedia Sale Completed in 2Q, Seen as a Catalyst for Shares and Paving the Way for Buybacks in 2023 (streetinsider)
  17. Susquehanna Upgrades Delta (DAL) and United (UAL) to Positive, Downgrades Southwest (LUV) and Sprint (SAVE) to Neutral (streetinsider)
  18. Stabilisation signs emerge after inflation palpitations (reuters)
  19. J.P. Morgan: Hedge Funds Could Be the Go-To Investment for 2022 (institutional nvestor)
  20. Short sellers tuck into Beyond Meat (ft)

Be in the know. 20 key reads for Wednesday…

  1. Alibaba, JD.com, and Other Chinese Tech Stocks Are Soaring. Here’s Why—and Who to Thank. (barrons)
  2. Hang Seng hits six-week high as Alibaba drives best tech gain in 3 months (scmp)
  3. For Chinese Tech Stocks, No News Is Good News (wsj)
  4. Warren Buffett’s champion stock picker is dead at 85. The billionaire ranked Louis Simpson among the best investors ever. (businessinsider)
  5. Facebook Antitrust Suit Can Move Forward, Judge Rules (barrons)
  6. Walgreens Begins Strategic Review of Boots Business (barrons)
  7. Gene-Editing Start-Ups Are Being Courted. Big Pharma Senses a Buying Opportunity. (barrons)
  8. Nordstrom Stock Is Cheap Compared to Other Retailers (barrons)
  9. Fed’s Powell Says Economy No Longer Needs Aggressive Stimulus (wsj)
  10. Boeing wins annual jet order race on adjusted basis (reuters)
  11. Goldman Sachs Clients Favor European Stocks as U.S. Risks Grow (bloomberg)
  12. Jerome Powell Pitches Benevolent Interest-Rate Hikes Again (bloomberg)
  13. Fear of even higher mortgage rates may be heating up winter homebuying (cnbc)
  14. Tech stocks rally; China’s December inflation slows (cnbc)
  15. Billionaire trader Paul Tudor Jones rings the bubble alarm, warns the Fed could tank the economy, and predicts pandemic winners will struggle (businessinsider)
  16. Interest rate hikes by the Fed won’t end the bull market in stocks — but a 10% sell-off is likely, Fundstrat says (businessinsider)
  17. ‘This is a brilliant move’: Bank of America and Wells Fargo make big changes to overdraft fees — experts explain why (marketwatch)
  18. Amazon (AMZN) Price Target Raised at Morgan Stanley, Analyst Sees 30% Upside (streetinsider)
  19. US companies tipped for strong earnings season despite growing threats (ft)
  20. AT&T Soon Will Catch Up to Rival Verizon. The Stock Is a Buy. (finance.yahoo)

Be in the know. 25 key reads for Tuesday…

  1. Alibaba Stock Gets a Target Price Cut. Here’s Why It’s Still a Buy. (barrons)
  2. GE’s Larry Culp Posted an Open Letter on LinkedIn. He’s Talking to Investors. (barrons)
  3. Buy the dip, says JPMorgan. ‘Markets can handle higher yields’ (marketwatch)
  4. Goldman’s David Kostin says a tech disconnect is the ‘single greatest mispricing’ in U.S. stocks (cnbc)
  5. Cramer warms up to Uber, says it’s an OK time to start a position in the stock (cnbc)
  6. Powell’s Senate Hearing Holds the Key for Markets (barrons)
  7. Bets Are Rolling In Again for $100 Oil (barrons)
  8. Take-Two’s CEO Makes the Case for the Zynga Deal (barrons)
  9. Nokia Lifts Guidance. The Stock Is Up. (barrons)
  10. Amazon Is the FAANG Stock With the Most Bite, Analyst Says (barrons)
  11. Here are dozens of ‘cheap’ stocks that could be poised to outperform as U.S. rates start to rise (marketwatch)
  12. Delta and Other Top Airline Picks for 2022 (barrons)
  13. Intel names new CFO and lead PC executive, stock gains in late trading (marketwatch)
  14. T Cells Triggered by Common Cold Fend Off Covid in Study (bloomberg)
  15. Wall Street Hails the Great Stock Rotation (bloomberg)
  16. CVS Health raises 2021 earnings outlook, backs 2022 forecast (cnbc)
  17. Goldman predicts the euro area will outgrow the U.S. economy over the next two years (cnbc)
  18. The stock market has been flipped upside down in 2022. Here’s why, and what it means for you. (businessinsider)
  19. These 32 stocks held by the first listed metaverse fund have all received a buy rating from Wall Street analysts – with 9 offering upside of over 50% (businessinsider)
  20. American Airlines shares jump 2.2% premarket after airline raises its Q4 guidance (marketwatch)
  21. Will Beaten Down Chinese Stocks Be 2022’s Best Performers (zerohedge)
  22. Citi Adds AT&T (T) to Positive Catalyst Watch (streetinsider)
  23. Alibaba founder Jack Ma shows up at Hainan primary school as his foundation celebrates 7th anniversary of rural teacher’s charity (scmp)
  24. ‘If we’re lucky,’ the Fed can engineer a ‘soft landing’: Expect more than 4 rate increases in 2022 and a lot of market volatility, says JPMorgan’s Jamie Dimon (marketwatch)
  25. European LNG Imports Hit Two-Year High As US Flotilla Delivers Much-Needed Supplies (zerohedge)