What I Am Reading
Monday, February 12, 2024
Markets I
- S&P 500 at 5000 Can’t Mask the Chaos Beneath Stock Market CalmBarron's
- Stocks Are at Records, but Are They Expensive? These Models Have an AnswerWall Street Journal
- The Bull Market Rolls On as the S&P 500 Breaks Through 5000Barron's
- When Others Are Fearful, Sell Put OptionsBarron's
- Can Dividend Investing Rise From the Dead?Wall Street Journal
Markets II
- It’s Not Just Meta. Where to Find Juicy Tech Stock Dividends.Barron's
- Interest Rates Have Risen. How Much Should You Be Withdrawing From Your Retirement Savings?Barron's
- Uranium Prices Just Hit a 16-Year High. Now Consider a Cautionary Tale: Lithium.Barron's
- King Cash Is Being Dethroned. What to Buy Now.Barron's
US I
US II
- This is not a story about Taylor Swift and the Super BowlEconomist
- Trump Says There’s ‘No Way’ Taylor Swift Can Endorse BidenBloomberg
- Trump’s lead over Biden may be smaller than it looksEconomist
- Biden’s chances of re-election are better than they appearEconomist
- Biden Has More Than an Age Problem. Voters Don’t See Him as Presidential.Wall Street Journal
China
- China’s Carbon Emissions Are Set to Decline Years Earlier Than ExpectedWall Street Journal
India
Geopolitics & trade
Industries & companies
- Banks:Bankers have reason to hope Trump triumphsEconomist
- Consumer:Buy Mondelez Stock for Oreos—and Everything ElseBarron's
- Media:How TikTok Took The Pink Stuff, a Cleaning Paste, From Obscurity to Viral SensationNew York Times
- Retail: Pharmacy Chains Are in a World of Hurt. Blame Shrinking Drug Reimbursements.Barron's
Artificial Intelligence
Corporate finance
Climate
- Gas Stoves, Dishwashers and Dryers—the Growing Energy Battle Over AppliancesWall Street Journal