January 24 (Monday)
YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on January 18.
Markets
Tech Rout Fueled by Bond-Market Turn | W
80/20 portfolio strategy could be new 60/40 in this rates environment | C
Peloton plunge, Netflix miss send Nasdaq to worst week since March 2020 | C
It’s Time to Bargain Hunt. 27 Picks to Beat the Stock Market From Barron’s Roundtable Experts. | BR
Morgan Stanley’s Slimmon Warns Against Buying Growth-Stock Dip | B
Morgan Stanley Strategist Who Called China Rout Still Won’t Buy | B
Central banks
The Fed Is Ignoring the Money Supply and Letting Inflation Rip | BR
Goldman Sees Risk Fed Will Tighten at Every Meeting From March | B
Global
Just how gummed up are supply chains? | E
US I
Staffing shortages in America are a glimpse into its future | E
Winning the ‘Great Transition’ | TheHill
The Underside of the ‘Great Resignation’ | WSJ
Omicron Wave Drives Surge of Workers Calling In Sick, Working Through Illness | W
From Plants to Store Shelves, U.S. Food Supply Is Under Pressure | W
US II
Arizona Democrats censure Sen. Kyrsten Sinema for blocking voting rights bill | C
States Are Swimming in Cash Thanks to Booming Tax Revenue and Federal Aid | W
Tax Season 2022 Is Here, and Pandemic-Related Complications Remain | W
Europe
The parable of Boris Johnson | E
China
As China’s economy slows, policymakers seek to revive growth | E
The rising cost of China’s property and pandemic curbs | E
Geopolitics & trade
Momentum is building for war in Ukraine | E
UK warns Russia will face severe sanctions if it installs Ukraine ‘puppet regime’ | C
Germany’s Reliance on Russian Gas Limits Europe’s Options in Ukraine Crisis | W
Putin needs ‘General Frost’ on his side to win in Ukraine | Engelsberg Ideas
Democrats Push to Revive $250 Billion Tech Investment Bill to Counter China | W
Industries & companies
Autos: The Simplest Way to Sell More Electric Cars in America | The Atlantic
Grocery stores: Employee-Owned Publix Offers a Lesson for Other Supermarket Chains | BR
REITs: After 2021’s REIT Rally, Investors Need to Be Picky | BR
Technology
How A.I. Conquered Poker | N
The Nanotechnology Revolution Is Here—We Just Haven’t Noticed Yet | W
Climate
Wildfire along California’s Big Sur forces evacuations | C
Virus
US to close borders to unvaccinated Canadian, Mexican truckers on Saturday | FreightWaves
There will never be a post-Covid world: Michael Dell | C
Saudis Reopen Elementary Schools After One of the World’s Longest Covid Shutdowns | W
Study: Covid vaccines don’t affect fertility, but getting Covid might | C
Corporate finance
Microsoft-Activision Merger: Which Stock to Buy Now | BR
Microsoft is buying Activision-Blizzard, makers of Call of Duty and Candy Crush | Vox
Amazon, Microsoft, Alphabet set more deals in 2021 than last 10 years | C
Kohl’s Said to Get $9 Billion Bid Backed by Starboard Value | B
