Category: What I’m Reading Today

Be in the know. 15 key reads for Wednesday…

  1. Wall Street Is Too Pumped About Trump to Worry About His Policies (bloomberg)
  2. DOJ Will Push Google to Sell Chrome to Break Search Monopoly (bloomberg)
  3. A Better Way to Pay for Extending the Trump Tax Cuts (bloomberg)
  4. Shoppers Are Ditching Classic Brands They Once Loved (bloomberg)
  5. The Most Exciting New Golf Courses to Play in 2025 (bloomberg)
  6. Nvidia must show Blackwell chip can drive growth in earnings report (cnbc)
  7. Although about 4% of the current public float is held by mainland China investors, 15% of the trading volume in the past few months has come from these investors, proving that dual primary listing in Hong Kong can generate immense liquidity. (aastocks)
  8. Markets look to Howard Lutnick, other Trump economic picks for signals on tariffs (yahoo)
  9. Trump picking Warsh for Treasury would empower a critic of both the Fed and tariffs (marketwatch)
  10. Alibaba’s Connect link shows Hong Kong’s strength, access to mainland funds (scmp)
  11. Boeing to lay off roughly 2,200 workers days before Christmas (foxbusiness)
  12. Overheating issue could delay NVIDIA’s new Blackwell AI servers – The Information (streetinsider)
  13. Nvidia’s Blackwell revenue in focus as sales growth slows (streetinsider)
  14. Walmart Says Holiday Shopping Is Off to a Strong Start (wsj)
  15. Meet the Man Who Made a Fortune Bringing Brands Back to Life (wsj)

Be int he know. 12 key reads for Wednesday…

  1. Building-Products Distributor QXO Makes Bid for Beacon Roofing (wsj)
  2. Car-Loan Delinquencies Aren’t Scaring Off Wall Street (wsj)
  3. Walmart Boosts Outlook as Consumers Search for Value (bloomberg)
  4. Markets will rally into year-end and potentially be strong next year too: Defiance ETFs’ Jablonski (cnbc)
  5. Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel. (wsj)
  6. CVS Adds to Board in Deal With Glenview (wsj)
  7. Traders Are Making Bullish Bets on Nvidia Ahead of Earnings (wsj)
  8. Bond Yields Are Falling as Nuclear Tensions Rise (barrons)
  9. Goldman channels ‘Art of the Deal’ as it targets 6,500 for S&P 500 next year (marketwatch)
  10. Bob Iger’s Disney, entertainment firms resume X advertising after yearlong Elon Musk feud (nypost)
  11. Why Oil Companies Are Walking Back From Green Energy (nytimes)
  12. Slash First, Fix Later: How Elon Musk Cuts Costs (nytimes)

Be in the know. 30 key reads for Monday…

  1. Alibaba Delivers Solid Q2 Results with Expanding User Base and Accelerated Cloud Growth (alizila)
  2. AliViews: Eddie Wu on Alibaba’s Q2 Earnings (alizila)
  3. Do I actually need electrolytes to stay hydrated? (vox)
  4. Richard Clarida on What Comes Next for the Federal Reserve (bloomberg)
  5. Meet Old Barnwell, a strategic new design with unlimited options (golf)
  6. Even Enzo Ferrari would have loved this beautiful Brit! (classicdriver)
  7. These are the 7 most beautiful cars of all time. Do you agree? (classicdriver)
  8. Trump Treasury Cabinet Pick in Flux as Jockeying Slows Selection (bloomberg)
  9. FedEx’s CEO Is Charting His Own Path—in the Smith Family’s Shadow (bloomberg)
  10. Xi’s Olive Branch to Trump Comes With Warning on China Red Lines (bloomberg)
  11. Chinese Stocks Rebound on Guidelines to Boost Shareholder Value (bloomberg)
  12. Alibaba Earnings Deep Dive, Tepper & Burry Maintain China Positions, Week in Review (chinalastnight)
  13. Exclusive | China is ‘very much’ investible, offers unique diversification: Bridgewater (scmp)
  14. Medicaid fuels US coverage of Novo, Lilly weight-loss drugs (reuters)
  15. Trump’s win boosts hope that TikTok will be saved from a US ban (scmp)
  16. Chinese banks surge on CSRC guideline urging more shareholder returns (scmp)
  17. Alibaba to sell bonds to repay debt, fund buy-back amid low rates (scmp)
  18. Nvidia Customers Worry About Snag With New AI Chip Servers (theinformation)
  19. New Nvidia AI chips overheating in servers, the Information reports (reuters)
  20. Powell Says Fed May Slow Rate Cuts. Don’t Panic. (barrons)
  21. 3 Million Jobs: The Federal Workforce, in Charts (wsj)
  22. A Powerful AI Breakthrough Is About to Transform the World (wsj)
  23. Three Mile Island restart could mark a turning point for nuclear energy as Big Tech influence grows (cnbc)
  24. Morgan Stanley finally turns bullish on U.S. stocks as it says the S&P 500 could jump as high as 7,400 (marketwatch)
  25. Opinion: Biotech-stock investing has one tough test for success — and it’s about to get easier (marketwatch)
  26. Investors should start diversifying their portfolios, Goldman Sachs says (marketwatch)
  27. How Trump’s return to the White House could impact the auto industry (foxbusiness)
  28. BABA-W’s Xianyu Seizes 600M+ Registered Users w/ ~30% Annual Growth Rate (aastocks)
  29. Citi Slightly Trims BABA-W (09988.HK) TP to $132, Rates Buy (aastocks)
  30. There are ‘no natural sellers’ in stocks: BlackRock’s Rick Rieder (yahoo)

Be in the know. 12 key reads for Sunday…

  1. Kelley Blue Book Report: New-Vehicle Incentives Climb Higher in October, as Many Automakers Work to Clear Inventory (cox)
  2. Auto Credit Availability Increases Across the Board in October (coxautoinc)
  3. The 3 Warren Buffett Stocks to Buy After Berkshire Hathaway’s New 13F Filing (morningstar)
  4. Policymakers don’t want to tank the stock market (tker)
  5. Large Pension Doubled Palantir Stake, Bought Up Intel and CVS Stock (barrons)
  6. Who Will Be the Next Treasury Secretary? Here’s What the Betting Markets Say. (barrons)
  7. Airline Stocks Could See Their Best Gains in Years. Thanks, Spirit. (barrons)
  8. Investors Are Betting on a Market Melt-Up (wsj)
  9. Bob Iger is the most confident man in Corporate America (cnn)
  10. Disney gives investors years to cheer about (cnn)
  11. Waymo Opens Robotaxi Rides To Anyone In L.A. (abc)
  12. Inside The Rise Of Liberty Media, The World’s Most Valuable Sports Empire (maxim)

Be in the know. 22 key reads for Saturday…

  1. Ant Group’s quarterly profit nearly triples (reuters)
  2. Alibaba’s quarterly profit surges 58% on strong cloud, e-commerce growth (scmp)
  3. A $7 Trillion and Growing Cash Pile Defies Wall Street Skeptics (bloomberg)
  4. Alibaba echoes Tencent, JD in voicing optimism on the economy (bloomberg)
  5. China’s Other Growth Engine Fires Up — Just in Time (bloomberg)
  6. China Stimulus Boosts Domestic Consumption as Trump Tariffs Loom (bloomberg)
  7. BABA-W CEO More Confident in Core Biz than Ever (aastocks)
  8. BABA-W Buys back 414M Ordinary Shrs with US$4.1B in 2FQ (aastocks)
  9. BABA-W Reportedly Weighing US$5B Bond Offering (aastocks)
  10. Retail sales jump as consumers keep spending (yahoo)
  11. Disney is turning record parks profits — even before its big expansions (cnbc)
  12. RFK Jr. is not a fan of weight-loss drugs or vaccines. Stocks are tanking. (marketwatch)
  13. The Fed interrupted the stock market’s Trump rally. What comes next. (marketwatch)
  14. Oil Stocks Have Been Hot Since Trump’s Election. The Good Times Could End Soon. (barrons)
  15. Centene CEO Sarah London Bought Up the Slumping Stock (barrons)
  16. Wait, Are We All Watching Podcasts Now? (wsj)
  17. The Musk-Ramaswamy Project Could Be Trump’s Best Idea (wsj)
  18. Gary Vaynerchuk has some tough love for those who don’t embrace AI: Ride this wave or put your head in the sand and let it kill you (nypost)
  19. China’s Stock Rally Is Feeding a Casino Frenzy Among Amateur Investors (bloomberg)
  20. China is willing to be partners, friends with the U.S., Chinese envoy says (cnbc)
  21. New 4,000ft New York skyscraper ‘Big Bend’ could become longest building in world (ladbible)
  22. Jake Paul vs. Mike Tyson fight live updates: Paul wins in absolute snoozer (nypost)

Be in the know. 12 key reads for Friday…

  1. US Retail Sales Increase on Autos in Start to Holiday Season (bloomberg)
  2. Ulta Beauty Stock Drops. Berkshire Soured on the Shares Quickly. (barrons)
  3. Alibaba’s Torrid Global Growth Helps Mask China Consumer Anemia (bloomberg)
  4. Alibaba Stock Climbs After Earnings. AI Demand Is Riding to the Rescue. (barrons)
  5. Manufacturing activity surges in New York region to highest level in nearly three years (marketwatch)
  6. Retail sales climb again ahead of holiday shopping season. U.S. economy still has momentum. (marketwatch)
  7. Disney’s Earnings Outlook Rises as Streaming Unit Posts Gains (wsj)
  8. Powell Says Solid Economy Allows Fed to Consider Rate Cuts ‘Carefully’ (wsj)
  9. China’s Economy Picks Up, but Still Needs More Help (wsj)
  10. The Fastest Airport Security Line You Don’t Know About (wsj)
  11. Holy cow, Batman! The Christian Bale Batmobile is being built for home use — but you need Bruce Wayne money to own it (nypost)
  12. Disney Paints a Rosy Picture for Coming Years (nytimes)

Be in the know. 15 key reads for Thursday…

  1. Disney CFO: I wouldn’t change anything about our portfolio (cnbc)
  2. The return of animal spirits sets the stage for more upside in months ahead, says Ed Yardeni (cnbc)
  3. ‘Deadpool & Wolverine’ helps Disney beat earnings forecasts (reuters)
  4. Tencent’s 3,000 new jobs signal new growth in Chinese Big Tech (scmp)
  5. com Beats, CEO Sheds Light On China’s Economy (chinalastnight)
  6. Trump secures control of Congress as Republicans win House majority (ft)
  7. Disney Q4 Earnings: Revenue And Profit Beat, Best Film Studio Performance, 3-Year Outlook And More (benzinga)
  8. Why the Fed Won’t Be in a Hurry to Cut Rates Next Year (barrons)
  9. Inflation Stays Firm, but Not Enough to Derail December Fed Cut (wsj)
  10. Elon and Vivek Can Make Government Work Again (wsj)
  11. Billionaire Tilman Fertitta Is Unhappy With Wynn Resorts Performance (bloomberg)
  12. Golf Legend Annika Sorenstam Says Jet Lag Is All in Your Mind (bloomberg)
  13. Bessent or Lutnick? Support for tariffs looks key as Trump weighs Treasury pick. (marketwatch)
  14. Advance Auto Parts to exit Western U.S. as it closes more than 700 locations (marketwatch)
  15. Powell says Fed doesn’t need to hurry to cut interest rates (marketwatch)

Be in the know. 20 key reads for Wednesday…

  1. Alibaba, JD.com claim big win in Singles’ Day sales as consumption picks up pace (scmp)
  2. Inflation Picks Up to 2.6%, but Door Stays Open to Fed Rate Cut (wsj)
  3. Breaking Up Can Send Honeywell Stock Up 75%, Says Activist Investor Elliott. (barrons)
  4. The Chinese economy is more dependent on exports, making tariffs more potent, yet it’s less reliant on American markets and increasingly bent on self-sufficiency. (nytimes)
  5. Key Advisers to Trump Back Scott Bessent for Treasury Secretary (bloomberg)
  6. Baidu boasts strong AI user growth alongside launch of first smart glasses (scmp)
  7. Asia Goes Risk Off as Singles Day Shines (chinalastnight)
  8. Who’s Who in Trump’s New Administration (bloomberg)
  9. Financial markets could benefit from Donald Trump’s second term, says Wharton’s Jeremy Siegel. (marketwatch)
  10. Trump’s win prompting auto CEOs to bring manufacturing back to US, former exec says (foxbusiness)
  11. A Guide to Trump’s Tariff Plans: Expect High Drama and a Bumpy Rollout (bloomberg)
  12. Citigroup CEO Fraser Says It’s ‘Game On’ for Deals in the US (bloomberg)
  13. Disney Explores Wider Field of Candidates to Succeed Iger (wsj)
  14. Trump Is Recruiting a Team of China Hawks. So Why Is Beijing Relieved? (wsj)
  15. Trump chooses Musk and Ramaswamy to lead government efficiency effort (ft)
  16. Tencent beats estimates with 47% profit jump, driven by video gaming (scmp)
  17. China Cuts Taxes for Home Purchases in Fiscal Policy Support (bloomberg)
  18. China Taps Global Bankers for Feedback to Lift Market Confidence (bloomberg)
  19. Disney set to report earnings tomorrow: Here’s what to expect (cnbc)
  20. How ‘Yellowstone’ Captured America (nytimes)

Be in the know. 10 key reads for Tuesday…

  1. S&P 500 Closes Above 6000 Level (barrons)
  2. Here Come the Mid-Caps. It’s Time to Bet on the S&P 400. (barrons)
  3. Alibaba, JD.com Stocks Gain After China Stimulus Letdown. Earnings Could Drive Them Higher. (barrons)
  4. Yardeni Sees New S&P 500 High at 10,000. ‘Animal Spirits Are Back.’ (barrons)
  5. Osman’s firm specializes in corporate breakups and spin offs. He sees “100% upside to the current stock price” in a breakup scenario. Boeing shares closed just under $152 on Friday. (barrons)
  6. Trump’s Policies Could Mean Fewer Fed Rate Cuts. What That Means for Stocks. (barrons)
  7. Small-cap stocks are smoking the S&P 500. Bond yields may hold the key. (marketwatch)
  8. Google Executive Picked to Supercharge News Efforts Has Resigned (wsj)
  9. How Trump will transform banking regulation — even with Powell at the Fed (marketwatch)
  10. China Nears Record $1 Trillion Trade Surplus as Trump Returns (bloomberg)

Be in the know. 5 key reads for Monday…

  1. Fed’s Kashkari Says Economy Strong, But Inflation Not Vanquished (bloomberg)
  2. It Took Years to Make This Ultra-Rare Lamborghini Look Like New (wsj)
  3. Disney World confirms ‘twisted’ Villains Land to start construction ‘very, very soon,’ ‘so much fiendish fun’ (foxbusiness)
  4. Alibaba gives sellers a sweeter deal as Singles’ Day switch-up bears fruit (scmp)
  5. What you need to know about China’s $1.4 trillion debt package (reuters)