10 Monday AM Reads - The Big Picture

10 Monday AM Reads – The Big Picture

My again-to-work morning practice WFH reads:

• Breakup of Google’s Ad Business Would Reshape $500 Billion Sector: If authorities prevails, an asset spinoff is regarded as extra probably than a sale. (Wall Street Journal)

• China’s Big Comeback Is Just Getting Started: The nation’s shares are up 50% since officers rolled again Covid-19 restrictions. Alibaba, Yum China, and different names stand to realize. (Barron’s) however see Entrepreneurs Flee China’s Heavy Hand: ‘You Don’t Have to Stay There.’ Weary of crackdowns and lockdowns, businesspeople are transferring out of China and taking their wealth with them. Many have discovered a brand new dwelling in Singapore. (New York Times)

• Institutional Failure: A Future of Finance Worldview: Institutional Failure: A Future of Finance Worldview (ETF Trends)

• Meet the Latest Housing-Crisis Scapegoat: Blaming the housing disaster on hedge funds and personal fairness could also be straightforward, however it’s lifeless unsuitable. (The Atlantic)

• What it could take for Apple to disentangle itself from China: The tech large more and more finds itself beholden to America’s greatest geopolitical rival. But is diversification even doable? (Financial Times)

• How Cash-Needy Private Companies Are Avoiding Dreaded Down Rounds: Few guidelines govern non-public markets, however some corporations’ confidential maneuvers to bypass a valuation hit might elevate eyebrows. (Businessweek)

• The Billions-Dollar VR/AR Headset Question: The attraction and utility of all-day AR glasses is clear. But we’re clearly very distant from such units being doable, at any worth. (Daring Fireball)

• There’s No Quick Fix for Social Media: Ignore the simplistic slogans. Separating what’s invaluable about providers like Twitter and Facebook from what’s noxious would require years of experimentation. (Wall Street Journal)

• Gun homeowners favor requiring mother and father to lock up weapons. It’s lawmakers who don’t. After a 6-12 months-previous shot a trainer in Virginia, there will likely be one other push for secure gun storage legal guidelines throughout the nation. Most will probably fail. (Washington Post)

• Arms and the Man: How to not write an motion film:  And Arnold! So straightforward, then as now, to snort at as a cultural determine, however he can’t be laughed at retrospectively. He’s calm, not wood; fierce, not silly; clever, not doltish. One hadn’t seen. One can’t not discover. (Harper’s Magazine)

Be certain to take a look at our Masters in Business subsequent week with Neil Dutta, head of financial analysis at Renaissance Macro Research. He joined RenMac after spending seven years at Bank of America-Merrill Lynch, the place he was a Sr. economist masking US + Canada. Prior to that, he was a analysis analyst at Barron’s.

 

U.S. GDP Rose 2.9% within the Fourth Quarter After a Year of High Inflation

Source: Wall Street Journal

 

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