Be in the know. 18 key reads for Monday…

  1. Goldman Sachs: Buy these 15 stocks for market-beating returns of at least 40% in 2022 — far above the 7% return the S&P 500 is likely to deliver (businessinsider)
  2. Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022 (bloomberg)
  3. JPMorgan’s Marko Kolanovic Says It’s Time to Buy the Dip in Stocks (bloomberg)
  4. Fed’s Hawkishness Catches On as Bond Yields Hit Multi-Year Peaks (bloomberg)
  5. Nuclear Power Gets a Fresh Look as Nations Chase Climate Goals (bloomberg)
  6. Tencent Nears Deal for Smartphone Maker in Major Metaverse Push (bloomberg)
  7. Don’t Give Up on the Charismatic CEO (bloomberg)
  8. T Cells Triggered by Common Cold Also Fend Off Covid in Study (bloomberg)
  9. Risk Bubbles Are Deflating Everywhere, Some Market Watchers Say (bloomberg)
  10. Covid Wave Likely Peaking on East Coast: Gottlieb (barrons)
  11. Tilray Sees a Big European Market for Its Cannabis (barrons)
  12. These 11 Stocks Expanded Profit Margins—Despite Inflation Pressure (barrons)
  13. Citi’s Bitterly Sees Buying Opportunities in Tech Stock Rout (bloomberg)
  14. Monness, Crespi, Hardt Sees Netflix (NFLX) Beating F4Q Estimates, Says ‘This Story has a Long Runway of Growth in Coming Years’ (streetinsider)
  15. Amazon (AMZN) Remains Top 2022 FANG Stock at BofA, Analyst Expects Headwinds to Ease (streetinsider)
  16. Alibaba-backed Huitongda gets green light for Hong Kong listing, testing investor appetite for big deals in the city (yahoo)
  17. Chinese education group New Oriental fires 60,000 workers (ft)
  18. China tech stocks rally after punishing start to 2022 (ft)

Be in the know. 17 key reads for Sunday…

  1. Ray Dalio on the Key to Success: Failing Well (bloomberg)
  2. Here’s Why Value Stocks May Shine In 2022 (kimblechartingsolutions)
  3. Hagerty’s 2022 Bull Market List: Calling The Classic Car Value Trends (forbes)
  4. ECRI Weekly Leading Index Update (advisorperspectives)
  5. From Color-Changing Cars to Foldable Laptops: The 15 Best Things We Saw at CES 2022 (robbreport)
  6. Here’s How Taylor Swift Outsmarted Her Record Label And Revolutionized The Music Industry (digg)
  7. ‘Ozark’ Season 4 Netflix Trailer Offers Dark Sneak Peek At Final Season (maxim)
  8. McLaren 720S is a Carbon Fiber Classic (maxim)
  9. BMW debuts its electric iX flow with fluidly color-changing ‘E Ink’ (designboom)
  10. Here’s Every Model Aston Martin Currently Makes, Ranked (thedrive)
  11. Dodge Challenger Finally Beats Down Ford Mustang in 2021 Sales (thedrive)
  12. Alibaba overhauls domestic commerce unit to bring Taobao and Tmall closer together (technode)
  13. Episode 22-02 The Birth of CRISPR (technation)
  14. Why the Price of Coffee Beans Soared in the Last Year (bloomberg)
  15. Does Anyone Want an Electric Car? (roadandtrack)
  16. Ben Franklin Lives in Your Smartphone (smithsonianmag)
  17. How the Potato Chip Took Over America (smithsonianmag)

Be in the know. 25 key reads for Saturday.

  1. J.P. Morgan Guide to the Markets – Q1 2022 (JPM)
  2. Harold Hamm: ‘Republican, Democrat . . . I’m an oilocrat’ (ft)
  3. Forget Fed Rate Hikes. How It Handles Its $9 Trillion in Assets Is What Really Matters. (barrons)
  4. Stock Market History, Illuminated (albertbridgecapital)
  5. Bring a Trailer Sold $829 Million in Cars in 2021, Walloping Auction Houses (bloomberg)
  6. What is Free Cash Flow Anyway? The fallacy of net income (canadianvalueinvestors)
  7. Supply Chain Constraints Are Easing. 5 Stocks That Should Benefit. (barrons)
  8. Biotech Stocks Are Due to Bounce Back. Vertex Pharmaceuticals Stands Out. (barrons)
  9. Deere Goes Autonomous With Its Farmer-Free Tractor (barrons)
  10. The Fed’s Hawkish Turn Clobbered Your Favorite Stocks. Here’s What Happens Next. (barrons)
  11. Alibaba Stock Is on a Tear. Here Are 5 Reasons Investors Are Buying the Dip. (barrons)
  12. Biogen’s Alzheimer’s Drug Has Another Shot at Success (barrons)
  13. Robinhood Is Making Changes. Keep an Eye on Its Stock. (barrons)
  14. Proterra Stock Sank in the SPAC Selloff. Now the Electric Bus Maker Looks Like a Bargain. (barrons)
  15. Nancy Pelosi makes millions off tech stocks (nypost)
  16. Bond Rates Threaten to Muzzle Dip-Buying Stock Bulls (bloomberg)
  17. Goldman’s Meena Flynn Is Telling Clients to Embrace U.S. Stocks (bloomberg)
  18. Wall Street banks set to report record profits for 2021 (ft)
  19. South Africa offers clues to life after Omicron (ft)
  20. US unemployment rate drops to 3.9% giving Fed room to raise rates (ft)
  21. As Beijing Takes Control, Chinese Tech Companies Lose Jobs (nytimes)
  22. Opinion: Value has beaten growth by a huge margin — these are now top investment newsletters’ best value-stock picks (marketwatch)
  23. 33 Undervalued Stocks for 2022 (morningstar)
  24. Cheap Stocks to Finally Have Their Day in 2022, Investors Say (bloomberg)
  25. Is Nuclear Power Part of the Climate Solution? (wsj)