Be in the know. 21 key reads for Monday…

  1. Chinese Investors Buy Record Amount of Hong Kong Stocks Via Link. “Alibaba, Bank of China were among the most bought shares” (bloomberg)
  2. BABA-W (09988.HK) Officially Launches Operations in Morocco, Marking 1st Stop in Africa (aastocks)
  3. Small-Cap Stocks Get Hit Again. Be Patient. “Wall Street analysts forecast profits for small-cap companies to increase 16% next year, ahead of the 15% growth analysts predict for larger companies. And, small caps are also significantly cheaper. The S&P 600 trades at 15 times next year’s profits, compared to 22 for the S&P 500.” (barrons)
  4. “A broad group of value stocks tracked by SentimenTrader senior analyst Jason Goepfert is near its lowest level versus growth in over two decades. The last time relative prices were at these levels in the early 2000s, value stocks went on to outperform growth over the coming years.” (barrons)
  5. Disneyland places restriction on popular holiday item, as demand soars (foxbusiness)
  6. Here are the year’s losing stocks that could see a big rebound in early 2025 (marketwatch)
  7. There might be a bullish story underway for materials stocks in 2025 (marketwatch)
  8. Wall Street’s IPO Engine Picked Up in 2024 (barrons)
  9. These 2 Plastics Stocks Just Saw Big Insider Buys (barrons)
  10. These Are the Wildest, Weirdest Stock-Market Prices We’ve Ever Seen (wsj)
  11. The Investing Cult Fueling MicroStrategy’s Ascent: ‘Have Fun Staying Poor’ (wsj)
  12. Raimondo Says Holding Back China in Chips Race Is a ‘Fool’s Errand’ (wsj)
  13. Estée Lauder Says It Spent $366 Million on Restructuring So Far (wsj)
  14. Charlie Woods nails his first hole-in-one, shares huge hug with dad Tiger in wild PNC Championship moment (nypost)
  15. Portugal Home Prices Post Biggest Increase in Almost Two Years (bloomberg)
  16. Big Tech’s $62 Billion AI Spending Fuels Pick-and-Shovel Bets (bloomberg)
  17. Macao is becoming a city of sports and entertainment, Sands China CEO says, as President Xi urges diversification (cnbc)
  18. With cooler-than-expected PCE, would the Fed’s dot plot have looked different? (cnbc)
  19. Hedge Funds Pile Into Trades Dollar-Yen Will Rise as High as 165 (bloomberg)
  20. Trump Threatens To Take Back Panama Canal As He Declares “Golden Age Of America Is Upon Us” (zerohedge)
  21. 1 Growth Stock Down 44% to Buy Right Now (fool)