What I Am Reading
Monday, January 24, 2022
Markets
- Tech Rout Fueled by Bond-Market TurnWall Street Journal
- 80/20 portfolio strategy could be new 60/40 in this rates environmentCNBC
- Peloton plunge, Netflix miss send Nasdaq to worst week since March 2020CNBC
- It’s Time to Bargain Hunt. 27 Picks to Beat the Stock Market From Barron’s Roundtable Experts.Barron's
- Morgan Stanley’s Slimmon Warns Against Buying Growth-Stock DipBloomberg
- Morgan Stanley Strategist Who Called China Rout Still Won’t BuyBloomberg
Central banks
Global
US I
- Staffing shortages in America are a glimpse into its futureEconomist
- Winning the 'Great Transition'TheHill
- The Underside of the ‘Great Resignation’WSJ
- Omicron Wave Drives Surge of Workers Calling In Sick, Working Through IllnessWall Street Journal
- From Plants to Store Shelves, U.S. Food Supply Is Under PressureWall Street Journal
US II
Europe
- The parable of Boris JohnsonEconomist
China
Geopolitics & trade
- Momentum is building for war in UkraineEconomist
- UK warns Russia will face severe sanctions if it installs Ukraine 'puppet regime'CNBC
- Germany’s Reliance on Russian Gas Limits Europe’s Options in Ukraine CrisisWall Street Journal
- Putin needs 'General Frost' on his side to win in UkraineEngelsberg Ideas
- Democrats Push to Revive $250 Billion Tech Investment Bill to Counter ChinaWall Street Journal
Industries & companies
- Autos:The Simplest Way to Sell More Electric Cars in AmericaThe Atlantic
- Grocery stores:Employee-Owned Publix Offers a Lesson for Other Supermarket ChainsBarron's
- REITs:After 2021’s REIT Rally, Investors Need to Be PickyBarron's
Technology
- How A.I. Conquered PokerNew York Times
- The Nanotechnology Revolution Is Here—We Just Haven’t Noticed YetWall Street Journal
Climate
Virus
- US to close borders to unvaccinated Canadian, Mexican truckers on SaturdayFreightWaves
- There will never be a post-Covid world: Michael DellCNBC
- Saudis Reopen Elementary Schools After One of the World’s Longest Covid ShutdownsWall Street Journal
- Study: Covid vaccines don't affect fertility, but getting Covid mightCNBC