What I Am Reading
Monday, February 27, 2023
Markets
- Investors Are Bracing for Surge in Market VolatilityWall Street Journal
- Any Way You Slice It, Stocks Still Don’t Look CheapBarron's
- Bonds Are Slumping Again. How to Play It Safe.Barron's
- Hopes for Lower Interest Rates Fade as Inflation Doesn’tBarron's
- Warren Buffett annual letter Berkshire Hathaway: stock buybacksCNBC
Commodities
Central banks
US
- Burned Out, More Americans Are Turning to Part-Time JobsWall Street Journal
- Conservatives Have a New Rallying Cry: Down With ESGWall Street Journal
- Supreme Court’s Student-Loan Case Will Test Limits of Presidential PowerWall Street Journal
- Joe Manchin Declines to Describe Himself as a DemocratWall Street Journal
Europe
China
- Despite the bullish talk, Wall Street has China reservationsEconomist
- China has not resolved its past lending mistakes. But it is learning from themEconomist
- Xi Jinping’s next overseas-lending revolutionEconomist
- How to Invest in China as New Megatrends Take Hold, According to Jefferies’ Simon PowellBarron's
- China, Needing Babies, Eases Limits on BirthsNYT
- Covid-Era Savings Are Crucial to China’s Economic RecoveryWall Street Journal
- China’s public is fed up, but not on the brink of revoltEconomist
Industries & companies
- Autos:First Big U.S. EV-Battery Plant Offers Lessons as Industry Springs UpWall Street Journal
- Retail:A warning from Walmart about the health of the American consumerEconomist
- Retail:Can't figure out economy? Walmart, Home Depot are having trouble, tooCNBC
Geopolitics & trade
- Global firms are eyeing Asian alternatives to Chinese manufacturingEconomist
- CIA Chief Says China Has Doubts About Its Ability to Invade TaiwanWall Street Journal
- How to win the hot war in Ukraine and the cold war that will follow itEconomist
- Putin is too confident he can grind down Ukraine, CIA director saysCNBC
- How Microchips Migrate From China to RussiaWall Street Journal
Technology
- ChatGPT Heralds an Intellectual RevolutionWall Street Journal
Beyond markets
- U.S. Energy Department assesses with 'low confidence' Covid may have originated from Chinese lab leakCNBC
- A Lab Leak in China Most Likely Origin of Covid Pandemic, Energy Department SaysWall Street Journal
- Another Turn in the Covid Lab-Leak StoryWall Street Journal
- There is a worrying amount of fraud in medical researchEconomist
- Three Years Late, the Lancet Recognizes Natural ImmunityWall Street Journal