Be in the know. 21 key reads for Wednesday…

  1. Fed’s Barkin Says Soft Landing Looks More Likely, But Not Inevitable (bloomberg)
  2. China’s Commodities Demand Remains Resilient Despite Factory Slump (bloomberg)
  3. Disney Stock Rises on Deal to Share Information With Activist Investor (barrons)
  4. There’s a meaningful momentum shift in the financial sector, says Katie Stockton (cnbc)
  5. Apple Downgrades Are Piling Up. The Latest One Hit the Stock Harder. (barrons)
  6. Alibaba’s Stock Buybacks Rise in 4th Quarter to $2.9 Billion; Investors Want to See More (barrons)
  7. Poor Charlie’s Almanack (stripe)
  8. Home Builders’ Stocks Soared in 2023. Brace for a Dip. (barrons)
  9. How December Fed minutes could shake up investors’ rate-cut expectations (marketwatch)
  10. Value Stocks Shine in Year’s First Trading Day in Big Reversal From 2023 (barrons)
  11. Britain’s Economy Is ‘Not Working.’ Here Are 2 Key Reasons. (nytimes)
  12. It Takes at Least 200 Hours to Make a Close Friend, and More to Maintain It (wsj)
  13. Job openings slide to 32-month low as U.S. hiring boom fades (marketwatch)
  14. Manhattan Home Prices Rise in Early Sign of a Market Rebound (bloomberg)
  15. ISM Manufacturing Contracts For 14th Straight Month, New Orders Sink (zerohedge)
  16. Analysts are increasingly bullish on Amazon stock for 2024. Here’s why (streetinsider)
  17. US auto sales likely jumped in 2023 (reuters)
  18. US companies dive into convertible debt to hold down interest costs (ft)
  19. Mike Mayo ❤️ Citi (ft)
  20. Top 5 E-Commerce Trends To Watch In 2024 (alizila)
  21. Sanctioned Chinese companies, shunned by foreign funds, are top picks and winners at local funds (scmp)