What I Am Reading

February 16 (Wednesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 14. Markets Stocks rally, oil slips as Russia-Ukraine tensions ease | R Major U.S. Stock Indexes Reverse Three Days of Losses | W As oil prices soar, U.S. drillers scramble to find sand for fracking | R Soaring lumber price adds nearly $19,000 to the cost of a new home | C Central banks The Fed Missed Inflation. Can Jay Powell Tame It Without Causing a Recession? | W Senate Republicans Block Vote on Biden’s Fed Nominees | W Vote on Biden Fed picks delayed as GOP presses for answers on Raskin ties to firm | C Bank regulator disputes KC Fed claim about firm linked to Biden nominee Raskin | C US Supplier Prices Jumped Last Month as U.S. Inflation Surged | W How Much Are Home Rents Rising? Prices Surge by Record in Hot US Housing Market | B China How Chinese Nationalism Hit Nike, Adidas After Western Brand Boycotts | B Geopolitics & trade Russia Says Some Troops Pulling Back From Ukraine Border, as Diplomatic Solution Sought | W Russia Says Troop Pullback Begins; Putin Meets Olaf Scholz: Ukraine Update | B Ukraine-Russia crisis: Biden pledges ‘full force’ to defend Americans, NATO allies | C Boris Johnson Proposes Stopping Russian Companies From Raising Capital in U.K. | B Industries & companies Media: ViacomCBS changes name to Paramount to underscore streaming future | C Virus China’s Xi Jinping Says Hong Kong Should Tackle Covid by All Means | B Moderna Omicron Vaccine: 3,000 U.K. Volunteers Sought for Trial | B Coachella, Stagecoach Drop Covid Vaccine, Testing, Mask Requirements | B Babies are protected from hospitalization for Covid if their moms get vaccinated, study suggests | C

February 15 (Tuesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 14. Markets As markets churn over Russia-Ukraine conflict, history shows fleeting impact | R Central banks Fed’s Bullard says the central bank’s ‘credibility is on the line,’ needs to ‘front-load’ rate hikes | C Central Bank Should Weigh Asset Sales to Curb Inflation, Says Fed Official | W PBOC Pumps in More Liquidity to Boost China Economic Growth | B US Wall Street’s go-to recession indicator is starting to get attention | NN Manchin Pushes Democrats to Revisit Tax-Rate Hikes, Sinema Could Present a Roadblock | W Biden rages and rambles in interview because he has no good answers on inflation or masks | P Supply-chains Trucking Rates, Delays Increase Amid Canada Disruptions | W Canada’s Trudeau Invokes Emergency Powers to Address Trucker Protests | W Truck driver shortage demands action — better wages, working conditions are part of the solution | TheHill   Geopolitics & trade Russia Accelerates Troop Buildup Along Ukraine Border | W U.S. embassy in Kyiv closes, citing an acceleration of Russian threat | C Industries & companies Pharma: Moderna, Pfizer stocks fall as Covid omicron wave subsides in U.S. | C Real estate: People Are Going Out Again, but Not to the Office | W Corporate finance Intel Nears Roughly $6 Billion Deal to Buy Tower Semiconductor | W

February 14 (Monday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 7. Markets Inflation, Ukraine Invasion Threat Stoke Outlook for More Stock Volatility | W Inflation, Interest-Rate Jitters, and Putin Are Brewing a Fierce Storm for the Stock Market | BR We’ve reached peak Fed mania | NN What would happen if financial markets crashed? | E Natural Gas Has Seen Big Price Swings. Why Investors Should Buckle Up. | BR The truth about dirty assets | E Central banks A Half-Point Fed Rate Hike Now Seems Probable. Here’s How to Tell What’s Next. | BR Fed’s Daly advocates for a ‘measured’ approach as rate hike expectations rise | C   US Inflation Is Everywhere, Including Places You Might Not Expect | W Inflation Was Hottest in Atlanta, Mildest in San Francisco in 2021 | W Is Recession The Only Cure For Inflation? | Investing.com Biden’s Stimulus Made Inflation Worse | National Review Democrats and Republicans Stop Fighting, Start Passing Bills | W Emerging India’s Economy Hinges on the Return of Workers Who Fled to Their Villages | W Geopolitics & trade Biden Speaks to Ukrainian Leader Volodymyr Zelensky as Prospect of Conflict Looms | W Pentagon orders departure of U.S. troops in Ukraine | C Biden Warns Putin of ‘Swift and Severe Costs’ of Invading Ukraine | W White House national security advisor describes what Russian attack on Ukraine might look like | C Diplomacy has created an opening for detente in Ukraine, but beware a trap | E A beleaguered Olaf Scholz launches a diplomatic offensive | E Despite thriving trade, China’s relationship with Brazil is weakening | E U.S., Japan and South Korea Present United Front on North Korea | W Industries & companies Autos: Ford Stock’s Rally Is Fizzling. Why Its Stock Is Still a Buy. | BR Energy: Exxon Stock Has Surged. A Big Investor Sold $120 Million of Shares. | BR Real estate: 4 Stocks That Could Thrive During Inflation | BR Tech: After the Great Resignation, Tech Firms Are Getting Desperate | WIRED Corporate finance Cisco Made $20 Billion-Plus Takeover Offer for Splunk | W Private Equity Surges in China as Broader M&A Market Stalls | W Technology Elon Musk Says SpaceX Could Use Florida Site to Test Starship Rocket | W The Technology That’s Helping Companies Thrive Amid the Supply-Chain Chaos | W Virus Omicron’s Threat to Global Economy Increasingly Runs Through China | W   Beyond markets Brokers, Casinos, and Social Media Are Turning Nearly Everyone Into Digital Addicts | BR

February 12 (Saturday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 7. Markets Dow drops 500 points, Nasdaq sinks more than 2% on fears of a Russian attack on Ukraine | C Stocks Slide Amid Ukraine Concerns, Inflation Data | W Central banks The Fed is still likely to take a measured approach to rate hikes despite calls for bigger action | C Fed Staff Reported Securities Trades Amid Bank’s 2020 Stimulus Moves | W US Higher Savings Rates? Don’t Expect Them Soon. | N   Geopolitics & trade White House warns Russia could invade Ukraine in days, urges Americans to leave | C Biden, Putin to Talk Saturday With Tensions High: Ukraine Update | B Industries & companies Autos: Why Your Car Might Be Worth More Today Than When You Bought It | W Tech: The metaverse is just a new word for an old idea | MIT Corporate finance Cisco Made $20 Billion-Plus Takeover Offer for Splunk | W Apollo Nears $2.3 Billion Deal for Worldline’s Terminal Business | W Virus Covid: No one knows when the pandemic will end after omicron upended most hope | C Pfizer delays FDA application to expand Covid vaccine to kids under 5 until April | C Robust Covid-19 Booster Protection Wanes After Four Months, CDC Says | W Beyond markets Prepare Yourself for This Weekend’s ‘Crypto Bowl’ | N

February 11 (Friday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 7. Markets Stocks Finish Sharply Lower, Bond Yields Rise After Inflation Data | W 10-year Treasury yield tops 2% for the first time since 2019 after hot inflation | C Why High Gasoline Prices Could Stick Around for a While | W Central banks Surging Inflation Heightens Fed Debate Over How Fast to Raise Rates | W Fed’s Bullard calls for big hike in interest rates to fight inflation | R Citi forecasts Federal Reserve to raise rates by 50 basis points in March | C Federal Reserve to Test Ability of Largest Banks to Weather Recession | W Tired of inflation? The Federal Reserve’s actions won’t provide any relief for months | C US U.S. consumer prices post largest annual gain in 40 years as inflation becomes widespread | R President Biden Gets Inflation Wake-Up Call as Odds Rise for Republican Takeover | B Biden touts wage growth, slower inflation forecasts after another surge in prices | C Industries & companies Consumer: Ben & Jerry’s Owner Unilever Says Soaring Costs Will Eat Into Profit | W Real Estate: Zillow’s Shuttered Home-Flipping Business Lost $881 Million in 2021 | W Geopolitics & trade Russia’s Massive Military Drills on Ukraine Border Stir Invasion Fears | W U.S. urges Canada to use federal powers to ease border protest disruption | R Canadian Mayor Makes Plea for Injunction as Trucker Protest Limits Ford, GM Auto Production | W EU Chips Act: Europe will need help from US, Asia to achieve goals | C Virus In U.K.’s Omicron Wave, Many People Are Dying With Covid-19, Not From It | W As Omicron Declines, U.S. Rethinks Mask Guidance and Covid-19 Measures | W

February 10 (Thursday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 7. Markets Global stocks rise on strong earnings, tech sector strength | R Nasdaq Jumps 2% as Stocks Extend Rally | W Consumers face years of high energy prices, Big Oil CEOs warn | R Central banks Fed hopes economy is on cusp of inflation slowdown as rate hikes loom | R US What jobs do Americans want? Hot job searches include real estate, health care, and pilot jobs | Vox Don’t Expect Rising Interest Rates to Boost Your Savings Account | W Program to Cut Student Debt Sticks Some With Even More | W Supply-chains The Real Reason America Doesn’t Have Enough Truck Drivers | N Geopolitics & trade Russia Thrived as It Integrated With the West—a New Cold War Is Unraveling That | W Industries & companies Autos: Tesla’s (TSLA) 2020 Decision to Pause Model X Was ‘Idiotic,’ Musk Says | B Media: Disney’s Earnings Show Rebound in Disney+, Parks Businesses | W Technology Lessons From the Retro-Future of the Internet | The Atlantic A 3D printed gelatin finger is the next step in soft robotics | Popular Science Virus Covid-19 Hospitalizations Track Downward, 30% Off Peak | W New York to Drop Indoor Mask Mandate for Businesses | W Beyond markets Russia Skater Valieva Who Landed Olympics Quad Tests Positive for Drug: Report | B Canada Trucker Protest: Police Threaten Criminal Charges Against Drivers | B

February 09 (Wednesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 7. Markets Stocks week ahead: Why there’s no need to fear a bear market | NN Investors Gobble Up Dividend Stocks During Market Turbulence | W Energy markets take a costly turn with the drama of world tensions | TheHill Central banks BOJ Holds Fire, Sticks to Bond Buying Plan as Yields Test Limit | B US Modern Monetary Theory Got a Pandemic Tryout. Inflation Is Now Testing It. | N U.S. Trade Deficit Hit Record in 2021 as Americans Spent on Computers, Games | W U.S. Households Took On $1 Trillion in New Debt in 2021 | W Covid-19 Pandemic Led to Smaller-Than-Expected Baby Bust, New Data Suggest | W Geopolitics & trade Analysis: Kremlin watchers detect signs Putin wants to defuse Ukraine crisis | R Energy expert Dan Yergin on Russia-Ukraine tensions, gas prices | C Ukraine’s Zelensky Wants to Fend Off Russia—and America, Too | W China Fell Short of Trump Trade-Deal Purchase Promises | B Key Ambassador Bridge In Gridlock as Canada Trucker Protest Halts Traffic | B Industries & companies Autos: President Joe Biden Breaks Silence on Tesla (TSLA) by Touting U.S. Manufacturing | B Consumer: Edgewell CEO: Return-to-office will boost demand for personal care items | C Tech: Big tech is trying to kill the Senate’s open-market bill | P Crypto China’s fully cashless society a step closer after two private banks end services for banknotes and coins | SCMP Justice Department Says It Seized $3.6 Billion Worth of Bitcoin Stolen in 2016 Hack | W How Crypto’s Original Bubble Boy Rode Ethereum And Is Now Pulling The Strings Of The DeFi Boom | FO They Made Millions on Luna, Solana and Polygon: Crypto’s Boom Beyond Bitcoin | N Corporate finance China Unicorns Facing IPO Freeze Tap $240 Billion Private Market | B SoftBank Pitches IPO for Arm After Deal With Nvidia Falls Through | W Virus WHO says new omicron BA.2 subvariant will rise globally | C J.&J. Pauses Production of Its Covid Vaccine Despite Persistent Need | N Trudeau Is Rebuked by Member of His Government Over Covid Rules | B Climate Corporate climate pledges promise weak emissions reductions -report | R Beyond markets ‘Power of the Dog,’ ‘Dune’ lead nominations in battle for Oscars glory | R

February 08 (Tuesday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on February 7. Markets Stocks Close Lower at End of Choppy Trading Day | W Meta weighs on U.S. shares, European stocks rise after rout | R Elevated Bond Yields Approach Key Milestone | W Global Worker Shortages: The U.S. and China Both Have a Talent Problem | B US Biden sets first-year record with 6.6 million jobs added | NN U.S. on the road to 1950s-style unemployment, but it may only be a pit stop | R The jobs report was misleading us all last year. Here’s why. (slate.com) In Covid-19 Housing Market, the Middle Class Is Getting Priced Out | W Two Years Into Pandemic, Shoppers Are Still Hoarding | W Geopolitics & trade Biden Says Nord Stream 2 Pipeline Won’t Go Forward if Russia Invades Ukraine | W Biden, Germany’s Scholz stress unity against Russia on Ukraine | R Macron sees decisive next few days in Ukraine standoff | R Macron Meets With Putin as France Tries to Flex Diplomatic Muscle Over Ukraine | W Industries & companies Consumer discretionary: Amazon (AMZN) Raises Base Salary Maximum to $350,000 From $160,000 | B Tech: Why the Metaverse Will Change the Way You Work | W Corporate finance Frontier to Buy Spirit Airlines in Cash-and-Stock Deal | W Climate Climate Scientists Encounter Limits of Computer Models, Bedeviling Policy | W Green Startups Stumble, Accelerating Selloff of Risky Stocks | W

February 07 (Monday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on January 31. Markets Emerging Market Value Stocks Look Ready to Run | BR Global China’s Slowdown to Limit Global Growth but Not Undermine World Economy | W Why the world is saving too much money for its own good | E How We Broke the Supply Chain | The American Prospect Ottawa mayor declares state of emergency to deal with trucking blockade | R Central banks Despite Jobs Blowout, Here’s a Reason to Bet on a Less Aggressive Fed | BR Interest rates may have to rise sharply to fight inflation | E US Yellen Says ‘No Plans to Leave’ With Goals Far From Accomplished | B Joe Manchin Predicts Passage for U.S. Electoral Reform Act | B Worker Absences From Covid-19 Hold Back Companies’ Growth | W Robert Reich discusses how the U.S. economy survives remote workforce | C The Great Resignation Was Inevitable, Says the Texas A&M Professor Who Coined the Term. Here’s What Comes Next. | BR The New Post-60 Career Paths | W New guaranteed income experiments inspired by Martin Luther King Jr. | C Europe Europe Is Making a Comeback, but Germany’s Economy Is Different | BR China Building a metaverse with Chinese characteristics | E Chinese New Year is disrupted for a third year | E Geopolitics & trade U.S.-Led Air Bridge of Weapons to Ukraine Seeks to Shore Up Kyiv’s Ability to Resist Russia | W Biden security adviser Sullivan says Russian invasion could come ‘any day now’ | C Biden’s Berlin Gas Airlift | W U.S. Readies New Asia-Pacific Economic Strategy to Counter China | W France’s Macron flies to Moscow in high-risk diplomatic mission | R Industries & companies Airlines: Airlines Face Unexpected Safety Issue in Pandemic: More Bird Strikes | W Tech: Facebook Tumbled After Earnings. Now, Should You Buy or Sell Meta Stock? | BR Tech: A Big Tech Trade Is Losing Its Luster | W Virus Covid Cases Are Waning. What the New Normal Could Look Like. | BR Crypto & climate Cryptos Could Be a ‘Speculative Mania,’ Economist Eswar Prasad Says | BR Tens of Thousands Still in Dark in Tennessee After Winter Storm | W Beyond markets A Uyghur Skier Became the Face of China’s Winter Olympics. The Next Day, She Vanished From the Spotlight. | W SpaceX’s Starlink Satellites Are Photobombing Astronomy Images, Study Says | W

February 05 (Saturday) YRI Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Replay of Dr. Ed’s webinar on January 31. Markets S&P 500 Rises After Amazon Earnings, Jobs Report | W 10-Year Treasury Yield Surges Above 1.9%, Highest Since 2019 | W World equities wobble as bond yields rise after positive U.S. jobs data, earnings | R Amazon Breaks Record for One-Day Gain in Market Cap | W Central banks Jobs Report: Fed’s Fight Against Inflation Looks a Lot Harder Now | B Explainer: What’s next as Biden’s Fed nominees await Senate action | R Global Industrial Strength: Supply Woes Raise the Risk of ‘Profitless Prosperity’ | B US I Jobs report January 2020: Payrolls show surprisingly strong gain of 467,000 despite omicron surge | C Here’s where the jobs are for January 2022 — in one chart | C Trouble hiring leads to record low layoffs and firings | Vox These workers are the only ones really seeing higher wages amid rising inflation | NN US II Biden says January jobs gains prove the economy is no longer at the mercy of Covid | C How the Biden administration misread the inflation threat | C Can a guaranteed income keep people out of prison? – Vox Republican Priority: Make Trump Tax Cuts Permanent | W   Geopolitics & trade Putin, Xi Aim Russia-China Partnership Against U.S. | W Industries & companies Communication services: 6 Reasons Meta Is in Trouble | ampproject.org Consumer: Amazon’s Profits Overshadow a Troubled Workplace | B Corporate finance Peloton stock surges on report Amazon is among potential buyers | C Climate, cybersecurity & cryptocurrency U.S. Project Reaches Major Milestone toward Practical Fusion Power | Scientific American Cyberattack on News Corp, Believed Linked to China, Targeted Emails of Journalists, Others | W MIT experts test technical research for a hypothetical central bank digital currency | MIT News Virus Omicron-specific booster may not be needed, U.S. monkey study finds | R Though rare, Moderna Covid vaccine recipients have higher risk of heart inflammation than Pfizer | C Beyond markets Inside Spotify’s Joe Rogan Crisis | W Tech companies acknowledge rejecting remote work could cost them talent | C