February 25 (Friday)
Latest Morning Briefing Executive Summary: Sentiment, Industrials, and Crispr
Stock market bearishness is increasing, which is bullish from a contrarian perspective. The Bull/Bear Ratio has dropped close to levels that have heralded great buying opportunities in the past. That doesn’t preclude further stock market declines, but it does suggest that bargain buying for the long term makes sense. … A confluence of trends points to boom times for manufacturing industries and the businesses that support them. Some of these trends are industry specific, some apply to manufacturing broadly. … Also: a look at exciting new medical applications for disruptive technology Crispr.
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YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on February 22.
Markets
Stocks and Energy Markets Whipsaw After Russian Attack on Ukraine | N
How the Russia-Ukraine Crisis Is Shaking Markets and Portfolios | N
What Russia’s Invasion of Ukraine Means for Investors | W
Oil-Price Surge Threatens U.S. Growth | W
China Crackdown Leaves Bond Investors With Few Places to Hide | B
U.S. bonds: 10-year Treasury yield cuts losses but still below 2% | C
Central banks
Federal Reserve Isn’t Likely to Change Course After Ukraine Invasion | N
Global
Russian Invasion Scrambles Prospects for Global Economy | W
US
U.S. Jobless Claims Fall Amid Tight Labor Market | W
Grocery prices keep rising but CEOs say shoppers are still buying | C
White House Lays Out Broad Changes to Address Supply-Chain Shortfalls | W
Inflation Threatens to Erode Impact of $1 Trillion Infrastructure Law | W
Geopolitics & trade I
Russia Invades Ukraine, Aims to Oust Zelensky Government | W
Russia’s Strike Changes Not Just Ukraine but the World | W
Ukraine Invasion Is Putin’s Most Aggressive Move Yet to Restore Russia’s Place in the World | W
War on Ukraine Ends Europe’s Dream of Russia as a Friend | W
Why Europe depends on Russia for natural gas | C
Russia Just Seized Chernobyl. Here’s Why It Matters. | Mother Jones
Geopolitics & trade II
Biden vows wider sanctions on Russia in effort to cut Moscow off from the global economy | C
U.S., Allies Roll Out Fresh Sanctions on Russia Amid Debate Over How Hard to Hit | W
Russia Could Use Cryptocurrency to Mitigate U.S. Sanctions | N
Bitcoin donations to Ukrainian military soar as Russia invades | C
China Nods to Russia’s Interests in Attack on Ukraine | W
China refuses to call attack on Ukraine an ‘invasion,’ blames U.S. | C
Industries & companies
Media: Netflix, Disney+, HBO Max, other streaming services: Subs, ARPU, Q4 2021 | C
Media: Google (GOOGL) Faces Sanctions Dilemma With Pro-Russia YouTube Channels | B
Media: Fed Up With Google, Conspiracy Theorists Turn to DuckDuckGo | N
Corporate finance
Justice Department Sues to Block UnitedHealth’s Planned Buy of Change Healthcare | W
Beyond markets
Big Tech Makes a Big Bet: Offices Are Still the Future | N
