What I Am Reading
Monday, January 31, 2022
Markets
- Markets have fallen because the era of free money is coming to an endEconomist
- Stock Market Jitters Don’t Endanger Economy YetWall Street Journal
- Move Over, Meme Stocks: Retail Investors Go Back to the Blue ChipsWall Street Journal
- Big swings in the market are more normal than investors might expectCNBC
Central banks
US
China
Geopolitics & trade
- What are Vladimir Putin’s military intentions in Ukraine?Economist
- Russia’s roulette: The stakes in UkraineEconomist
- U.S., EU Sanctions on Russia Could Ensnarl Western Oil CompaniesWall Street Journal
- How will Europe cope if Russia cuts off its gas?Economist
- What China thinks of possible war in UkraineEconomist
- North Korea caps month of tests with longest-range missile since 2017CNBC
Industries & companies
- Airlines:The showdown over airlines and 5G is part of a much bigger spectrum problem.slate.com
- Airlines:Southwest Airlines, Alaska Air and Boeing Stock Could Take Flight in 2022Barron's
- Financials:Goldman Sachs Stock Is a Buy—Even After a Disappointing QuarterBarron's
- Pharma:Drugmakers Raised Prices by 6.6% on Average Early This YearWall Street Journal
- Retail:Bed Bath & Beyond Decluttered Its Stores and Ended Up Frustrating ShoppersWall Street Journal
- Tech:For Chip Industry, Global Supply Crunch Pushes Next Target to $1 TrillionWall Street Journal
- Tech:Will China dominate the world of semiconductors?Economist
Virus
- U.S. Covid-19 Hospitalizations Retreat, but Deaths Keep RisingWall Street Journal
- Biden Had Strategy to Beat Covid-19. Then Variants Arrived.Wall Street Journal
- Omicron Pushes Health Authorities Toward Learning to Live With Covid-19Wall Street Journal
- A Covid Origin Conspiracy?
Beyond markets
- Confusion reigns following conflicting reports that legendary Super Bowl champion Tom Brady is retiringCNBC
- Musk Calls Biden ‘A Damp Sock Puppet’ As Tesla Shares TankFOX
- Experts Are Ringing Alarms About Elon Musk’s Brain ImplantsDaily Beast
- Why hasn't Fauci been fired and put under FBI investigation yet?NY Post