What I Am Reading
Monday, January 30, 2023
Markets
- The Bulls Have It in 2023—and Last Year’s Losers Are WinnersBarron's
- An Unstoppable Stock Market Is About to Meet the Immovable FedBarron's
- Stick With High-Quality Bonds as Yields Approach 5%Barron's
- Short Sellers Feel the Pain in Stock Market’s 2023 RallyWall Street Journal
- Adani hits back at Hindenburg, says it made all disclosuresReuters
Energy & climate
- Russia’s Oil Ban Pain Is a Big Gain for IndiaBarron's
- Indiana’s Cornfields Could Be Gone With the Wind FarmWall Street Journal
Central banks
Global
US I
- What CEOs Are Saying: ‘The Consumer Is Under Pressure’Wall Street Journal
- The Decline of the Nice-to-Have EconomyWall Street Journal
- Where have all America’s workers gone?Economist
- The Jobless Rate Is at a Half-Century Low. In These States, It’s Even Lower.Wall Street Journal
US II
Europe
China
Geopolitics & trade
Industries & companies
- Autos:Toyota Rethinks EV Strategy With New CEOWall Street Journal
- Financials:The humbling of Goldman SachsEconomist
- Home Builders:Buy Toll Brothers Stock. Shares of the Top Luxury Home Builder Look Very Cheap.Barron's
- Media:Breakup of Google’s Ad Business Would Reshape $500 Billion SectorWall Street Journal
- Retail:Buy Lowe’s Stock. The Home-Improvement Retailer Is Catching Up to Home Depot.Barron's
- Tech:Big Tech Is Headed for a Year of Tough RegulationBarron's