Be in the know. 25 key reads for Wednesday…

  1. Charlie Munger’s Firm Doubles Down on Alibaba Investment. Again. (barrons)
  2. Boeing Stock Rises on New 737 MAX Order (barrons)
  3. AT&T Shed Media Assets in 2021. Now It Wants Investors. (wsj)
  4. Chinese Premier Li Urges Bigger Tax Cuts to Ensure Economic Growth (bloomberg)
  5. Manchin Deflates Democrats’ Hopes of Changing Filibuster, Passing Election Bills (wsj)
  6. China’s Stocks Had a Tumultuous Year. Analysts Size Up the Market’s Prospects for 2022. (barrons)
  7. China Tech Selloff Deepens as Tencent Sale Spooks Traders (bloomberg)
  8. Long Shadows. The Energy Report 01/05/2022 (Phil Flynn)
  9. Fed Minutes Eyed for Details on Rate Liftoff, Shrinking Assets (bloomberg)
  10. S. Companies Add Most Jobs in Seven Months, ADP Data Show (bloomberg)
  11. Gas Tankers Divert From China to Europe in Price Premium Race (bloomberg)
  12. AT&T Stock Rises After Posting 1.3 Million Subscriber Adds (barrons)
  13. Omicron seems to have peaked or plateaued in some regions, experts say (cnbc)
  14. China says apps that could influence public opinion require a security review (cnbc)
  15. A Slimmer Build Back Better Bill Is Still Possible (barrons)
  16. Stocks will rally in 2022 even as US interest rates hit 2%, Wharton professor Jeremy Siegel says (businessinsider)
  17. General Electric upgraded to Outperform from Neutral at Credit Suisse (thefly)
  18. Turkish Central Bank Revives Bond-Buying Drive to Rein In Yields (bloomberg)
  19. BofA Securities Out With 10 Favorite Stock Ideas for Q1 2022 (247wallst)
  20. Opinion: Why the bull market will stay alive in 2022 — plus 8 cheap stocks for your money now (marketwatch)
  21. Opinion: Charlie Munger, Warren Buffett’s right-hand man, just turned 98 and has some choice words about inflation, EBITDA and marriage (marketwatch)
  22. Federal Reserve could invert Treasury yield curve by third quarter as it delivers rate hikes, economists say (marketwatch)
  23. Fed’s Kashkari, a leading dove, backs two interest-rate hikes this year (marketwatch)
  24. JPM Urges Clients To “Stay Bullish” As Positive Catalysts “Are Not Exhausted” (zerohedge)
  25. China’s internet watchdog posts revised app rules to tighten cybersecurity provisions (scmp)

Be in the know. 21 key reads for Tuesday…

  1. Stocks Keep Setting Records. Here Are 22 Undervalued Ones With Plenty of Upside. (barrons)
  2. Intel Joins the Dogs of the Dow for 2022 (barrons)
  3. This investing legend has been predicting surprises for the last 37 years. Here’s how he did last year — and what he’s forecasting now. (marketwatch)
  4. Buy PayPal Stock, Analyst Says. Its Valuation Risks Are ‘Skewed to the Upside.’ (barrons)
  5. ‘Yellowstone’ Is a Huge Hit That Started With Small-Town Fans (wsj)
  6. Tesla soars 10% after smashing estimates to deliver 308,600 vehicles in the 4th quarter (businessinsider)
  7. ‘Big Short’ investor Michael Burry paved the way for the GameStop frenzy when he bought a stake in 2019. Here’s the story of Burry’s game-changing bet. (businessinsider)
  8. Wall Street’s biggest banks share why they’re most bullish on stocks in these 6 sectors in 2022 (businessinsider)
  9. Different Directions. The Energy Report 01/04/2022 (pricegroup)
  10. S. Consumer Tech Sales Growth Will Slow This Year: CES 2022 (barrons)
  11. Follow the flows, this Citi strategist says, and get out of this crowded trade (marketwatch)
  12. These 12 ‘Dividend Aristocrat’ stocks have been the best income compounders over 5 years (marketwatch)
  13. Opinion: Here’s what to expect from stocks in 2022 after the market’s big gain on January’s first trading day (marketwatch)
  14. Opinion: Adam Aron’s resolution to refinance AMC’s debt might put his love affair with ‘Apes’ at serious risk (marketwatch)
  15. China Is Haunted by Its One-Child Policy as It Tries to Encourage Couples to Conceive (wsj)
  16. Royal Caribbean is selling $700 million worth of debt due 2027, to pay down debt maturing this year (marketwatch)
  17. Europe Plans to Say Nuclear Power and Natural Gas Are Green Investments (nytimes)
  18. Omicron Cases Are Hitting Highs, But New Data Put End in Sight (bloomberg)
  19. OPEC+ Agrees to Revive More Output as Market Looks Tighter (bloomberg)
  20. General Electric (GE) Stock Up 2% as Credit Suisse Upgrades to Outperform, Sees Recent Selloff as Attractive Buying Opportunity (streetinsider)
  21. China rolls out new regulation to rein in algorithms used on apps as Beijing continues to clip wings of Big Tech firms (scmp)