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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