Be in the know. 20 key reads for Monday…

  1. Sentiment Toward China Is Changing, as Tech Names Rally After Major Fine (Barron’s)
  2. Why China’s Big Investors Are Still Bullish (Barron’s)
  3. Merck Submits Covid Pill to FDA for Emergency Approval (Barron’s)
  4. AstraZeneca Says Drug Reduces Risk of Developing Severe Covid by 50% (Barron’s)
  5. Charlie Munger’s Firm Doubled Down on Alibaba Investment (Barron’s)
  6. Why Goldman’s Nick Snowdon says commodities are in the ‘first innings’ of a supercycle (fnlondon)
  7. JPMorgan puts these two European energy giants on ‘catalyst watch’ ahead of earnings (MarketWatch)
  8. Biggest U.S. Retailers Charter Private Cargo Ships to Sail Around Port Delays (Wall Street Journal)
  9. Oil Jumps Above $80, Turbocharged by Supply Shortages (Wall Street Journal)
  10. China’s Property Market Faces a $5 Trillion Reckoning (Wall Street Journal)
  11. Goldman and JPMorgan Say Buy the Dip (Bloomberg)
  12. Goldman’s Hatzius Sees No Fed Hike Next Year as Growth Slows (Bloomberg)
  13. Dana White Has a Plan for UFC World Domination (Bloomberg)
  14. Nobel economics prize awarded to 3 U.S.-based economists (CNBC)
  15. China tech stocks surge rise despite Meituan being hit with antitrust fine (CNBC)
  16. ‘No Time to Die’ snares $56 million in domestic box office debut, tops $300 million globally (CNBC)
  17. Goldman Sachs cuts its US GDP forecast for the 3rd month in a row because of the “virus drag” on consumer spending and the global semiconductor crunch (Business Insider)
  18. Legendary investor Bill Miller touts bitcoin, says Coinbase could rival Tesla in value, and compares his crypto wager to his Amazon bet in a new interview. Here are the 10 best quotes. (Business Insider)
  19. ‘Fastest Growth Story in Consumer Finance’: Morgan Stanley Starts SoFi (SOFI) at Overweight, Sees Over 50% Upside (streetinsider)
  20. Will the next web be built on ethereum? (Financial Times)