Be in the know. 10 key reads for Sunday…

  1. Fed’s Williams Sees Inflation Cooling, Interest Rates Falling Further (barrons)
  2. Charts that call my attention (scottgrannis)
  3. Alibaba Forms New E-Commerce Business Group to Create Synergies for Growth (alizila)
  4. Title insurance, title pirates, and a house built on someone else’s land. (npr)
  5. America’s first major immigration crackdown and the making and breaking of the West (npr)
  6. Why China’s Economy Opened Up in the 1970s (bloomberg)
  7. Amateur golfers are super bad at this—Bryson explains 4 reasons why (golfdigest)
  8. 24-Hour Stock Trading Is Coming. Don’t Lose Your Shirt. (barrons)
  9. Trump Pick for Labor Secretary Comes With Unexpected Twist: Unions Like Her. (barrons)
  10. The last time inflation was projected to get worse, this investment was popular. Why it’s ‘unloved’ now. (marketwatch)

Be in the know. 11 key reads for Saturday…

  1. Why billionaire investor Howard Marks is snapping up ‘uninvestable’ Chinese assets (businessinsider)
  2. Alibaba group restructures e-commerce operations to boost global expansion (technode)
  3. New-Vehicle Affordability Improves in October (cox)
  4. Trump Nominates Hedge Fund Chief Bessent to Lead US Treasury (bloomberg)
  5. Trump Names Fox News Contributor Nesheiwat As Surgeon General (bloomberg)
  6. Oil Was Written Off. Now It’s the Most Productive US Industry (bloomberg)
  7. Lions Gate Entertainment, Adecoagro See Activist Investor Action (barrons)
  8. Holiday Spending Looks Strong This Year. Where to Find Bargains in Retail Stocks. (barrons)
  9. Poker Helped Me Take Risks. More Women Should Try It. (wsj)
  10. What It’s Like To Ride The World’s Fastest & Most Powerful Production Jet Ski (maxim)
  11. Pininfarina Channels Batman’s Rides With ‘Dark Knight’ & ‘Gotham City’ Hypercars (maxim)

Be in the know. 15 key reads for Friday…

  1. “Sauces are vital for this cut because its flavor is lacking in comparison to my favorite, the rib-eye. Give me all the fat; even better when it’s bone-in,” Manalang said. (nypost)
  2. Trump’s Election Flips the Script on Antitrust (barrons)
  3. The DOJ-Google Fight Comes Into Focus. Why It’s Finally Hitting Alphabet’s Stock. (barrons)
  4. Brace for surprises in US bonds, dollar based on Trump’s first term: Investor (channelnewsasia)
  5. Why Elon Musk’s DOGE Effort to Cut the Federal Budget Under Trump Relies On the Supreme Court (barrons)
  6. Who Is Pam Bondi, Trump’s Pick to Replace Matt Gaetz? What to Know About the Former Florida Attorney General. (barrons)
  7. How Can Qualcomm Stock Trade More Like Nvidia? Bring AI to Phones and Cars. (barrons)
  8. Home Sales Rose in October Following Decline in Mortgage Rates (wsj)
  9. Alibaba Integrates E-Commerce Operations Into Single Business Group (wsj)
  10. Temu Owner PDD Posts Slowest Revenue Growth in More Than Two Years (wsj)
  11. Trump might name Kevin Warsh as Treasury chief then Fed chair later, report says (cnbc)
  12. Alibaba bets on retailing chief Jiang Fan to bolster e-commerce momentum (scmp)
  13. Fintech Lender Shows Improving Consumer, China Gears Up For Trade Negotiation (chinalastnight)
  14. What Elon Musk Needs From China (nytimes)
  15. Americans Say You Need $5.3 Million to Be Considered a Success (bloomberg)

Be in the know. 13 key reads for Thursday…

  1. The production and engineering costs of the new (Blackwell) chips will weigh on profit margins, and Nvidia’s sales forecast for the current period didn’t match some of Wall Street’s more optimistic projections. (bloomberg)
  2. This Crypto Entrepreneur Just Bought a Duct-Taped Banana for $6.2 Million (barrons)
  3. Alibaba Establishes E-Commerce Business Group. Why It Matters. (barrons)
  4. PDD Stock Drops. The Temu Owner Sounds Alarm Over Fierce Competition. (barrons)
  5. Musk, Ramaswamy Want Federal Workers in the Office Full Time. There’s a Hitch. (wsj)
  6. Visionary Gary Vaynerchuk reveals the big tech trends that will define the future (nypost)
  7. Here’s why Dollar Tree and Dollar General stocks have plummeted (cnbc)
  8. Chinese tech company Baidu on Thursday reported better-than-expected revenue and profit for the third quarter. (cnbc)
  9. Jobless claims drop to seven-month low as the U.S. economy plows ahead (marketwatch)
  10. There Are More Billionaires Than Ever. And They Keep Getting Richer. (barrons)
  11. Alibaba CEO highlights AI advancement at China’s internet forum (scmp)
  12. China’s second-richest man blasts Pinduoduo for hurting brands with cutthroat pricing (scmp)
  13. Kuaishou Beats On Revenue, Alibaba Issues USD Bonds To Fund Buybacks (chinalastnight)

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)