Magazine- February 18, 2023: The Economist
Investors are betting on good times. The likelier prospect is turbulence
They will damage the country at home and abroad
David Malpass’s record is better than his many critics will credit
Barron’s Magazine – February 6, 2023 issue:
With its packed pipeline, growing R&D spending, and potential deals and share buybacks, there’s more to the drugmaker than the market realizes.
Real estate investment trusts that own apartments and single-family houses could see gains as the rental market stays strong. How to invest.
Linde has been making major investments in hydrogen deals, and is increasingly moving into low- or no-carbon production methods. Earnings could take a few years to develop, but now may be a buying opportunity.
The Economist – February 4, 2023 issue:
But America’s plan to spend $2trn could help save the planet
A short-seller’s report raises uncomfortable questions for India’s policymakers, too
Another embargo comes into force on February 5th. Manage your expectations
Barron’s Magazine – January 30, 2023 issue:
The country’s stocks are up 50% since officials rolled back Covid-19 restrictions. Alibaba, Yum China, and other names stand to gain.
The final installment of this year’s Barron’s Roundtable highlights Deere, Salesforce.com, and other undervalued stocks. Plus, a bevy of bond picks for a rising-rate world.
The home-improvement retailer is more sheltered from a weakening housing market than you might think. Its stock looks like a buy.
There are still reasons to be bullish on the long-term trend of digital transformation. What to watch in the coming week.
Magazine- January 28, 2023 issue: The Economist
The struggle to reinvent a firm trapped by its own mythology
But Xi Jinping is unlikely to change
It is easier to run than America’s Abrams—and in plentiful supply in Europe
Barron’s Magazine – January 16, 2023 issue:
Bullish or bearish, our 10 panelists help make sense of increasingly complicated market dynamics. Plus: nine stock picks.
Barron’s tells you who’s who at the central bank and how to decipher what they say. Consider it the definitive guide to the Fed-verse.
Generationally high inflation was the story of 2022. That’s not going to be the story of 2023. The boogeyman of disinflation—and even some deflation—is about to become the biggest risk to stocks, and investors are going to have to figure out how to position portfolios for falling prices.
Barron’s Magazine – January 2, 2023 issue:
Yields are up on a range of attractive investments—and many beat inflation. 12 ways to cash in.
The mutual fund and brokerage giant is building out crypto services even as the market collapses. What’s behind its Bitcoin plans.
The Economist – December 3, 2022 issue:
Caught between raging disease and unpopular and costly lockdowns, he has no good fix
Why the West’s proposed price cap on Russian oil is no magic weapon
Why trustbusters should let Microsoft buy Activision Blizzard
Fed officials are considering the timeline of a potential slowdown in interest-rate hikes, according to a Wall Street Journal report. Bond yields moved off their highs.
Tesla’s stock has been in a tailspin. But if the electric-vehicle maker is able to navigate a few bumpy months, it will be a signal that it’s headed in the right direction.
A recession in 2023 would put banks back on their heels after a strong recovery from the pandemic. Sticking with the battleships may be best.