- GM, Ford report best annual U.S. sales since 2019 as auto recovery continues (cnbc)
- The Stock Market Is Like a Fashion Show, and Here’s One of Its Hot Must-Haves (wsj)
- Financial expert says next few months for markets will be ‘choppier ’ (foxbusiness)
- Portfolio manager outlines ‘reasons’ that will contribute to new market ‘highs’ in 2025 (foxbusiness)
- E-commerce giants jump on China’s latest trade-in programme amid heated competition (scmp)
- Alibaba ties up with Lee Kai-fu’s unicorn as China’s AI sector consolidates (scmp)
- Consumption Subsidies Expanded to Mobile Phones and Electronics, Week in Review (chinalastnight)
- House Republicans Pledge Drilling and Make It Easier to Shed Federal Land (nypost)
- PBOC Reiterates China Rates, Reserve Ratio to Be Cut ‘At Appropriate Time’ (bloomberg)
- Can Gucci Find Its Cool Again? (bloomberg)
- Forget Santa: Stock-market bulls look to ‘January barometer’ for clues on 2025 (marketwatch)
- Natural Gas Stocks Have Momentum—and Cold Weather (barrons)
Category: What I’m Reading Today
Be in the know. 11 key reads for Friday…
- Hong Kong stocks rebound as Beijing ramps up support for institutional buying (scmp)
- The American Worker Is Becoming More Productive (wsj)
- FMC shares pop as KeyBanc says selloff is overdone (streetinsider)
- What stocks’ worst stumble since 1952 in the final days of 2024 may mean for 2025 (marketwatch)
- Hindenburg Research shorts Carvana, calling company’s turnaround a ‘mirage’ (cnbc)
- China’s central bank plans policy overhaul as pressure mounts on economy (ft)
- Baidu’s Robin Li predicts ‘exponential’ boom in AI apps in 2025 (scmp)
- Roaring Kitty’s Stock Memes Can’t Fix Unity Software (barrons)
- Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes (marketwatch)
- The Debt Ceiling Makes a Comeback. What It Means for Bonds. (barrons)
- <Research>M Stanley: BABA-W’s Full Sale of SUNART RETAIL Expected to Enhance Yr-end Shareholder Returns (aastocks)
Be in the know. 15 key reads for Monday…
- Chinese EV makers BYD, Nio, Li and XPeng end 2024 on a sales high (marketwatch)
- Jobless claims drop to 8-month low to end 2024. Low U.S. unemployment fuels economy. (marketwatch)
- Natural gas prices spike on forecasts of colder than expected winter (foxbusiness)
- The Bull and Bear Case for 2025 (nytimes)
- PBOC Seen Delaying Reserve Ratio Cut After $233 Billion Cash Injection Last Month (bloomberg)
- China E-Commerce Giant Alibaba Sells Stake In Retail Firm Sun Art To Focus On Core Business (investors)
- Drug-Trial Results Could Shake Up Pharma Stocks in 2025. Watch Eli Lilly, Pfizer, and More. (barrons)
- The U.S. Dollar Is Riding High. Trump Could Put an End to All That. (barrons)
- 2025’s Five Highest Yielding Dogs of the Dow Could Explode Higher (247wallst)
- Stock Bears Are Going Extinct. Time to Worry? (bloomberg)
- China’s Xi Jinping Nods to ‘External Uncertainties’ in New Year’s Speech. Weeks before Trump takes office, country’s leader seeks to shore up confidence that its economy can withstand threats (wsj)
- The Levi Strauss Heir Elected to Save San Francisco (wsj)
- Beijing & Guangzhou Home Sales Rise In 2024, Tariff Concerns Lead To Risk Off (chinalastnight)
- Mexico, Betting Trump Is Bluffing on Tariffs, Sees an Opportunity. (nytimes)
- Why the Dow had such a miserable December versus other indexes (marketwatch)
Be in the know. 11 key reads for New Year’s Day…
- 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
- Why the Dow had such a miserable December versus other indexes (marketwatch)
- Boeing and 6 More Contrarian Stocks for 2025 (barrons)
- Credit Spreads Haven’t Looked This Good Since the 2000s. Can They Get Better? (wsj)
- A Corvette, a Rolls-Royce, a Lowrider Legend: Our 10 Favorite My Ride Cars of 2024 (wsj)
- China’s December Home Sales Stay Flat in Sign of Stabilization (bloomberg)
- PBOC Steps Up Liquidity Injection With New Tools At Year-End (bloomberg)
- US Large Cap Dividend Stocks Should Roll in 2025: Our 4 Favorite Picks (247wallst)
- Forecasting the world in 2025 (ft)
- Alibaba’s Freshippo records 9 straight months of profit, CEO says (scmp)
- Services PMI Beats, Happy New Year! (chinalastnight)
Be in the know. 11 key reads for New Years Eve…
- ‘Have no fear’: Financial expert expect markets to rally in 2025 (foxbusiness)
- China’s Factory Activity Expands Again as Economy Stabilizes (bloomberg)
- Hong Kong stocks head for 2024 gain after 4 straight years of losses (scmp)
- Chinese Stocks Head for First Yearly Advance Since Pandemic (bloomberg)
- S&P 500: A ‘reversion’ trade will occur in 1Q25, Raymond James says (investing)
- 10-year Treasury yield logs sharpest drop in a month to kick off holiday-shortened week (marketwatch)
- 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
- Natural-gas prices see biggest jump in nearly 3 years, leading oil higher (marketwatch)
- Shale Is Plateauing. Oil Only Has One Place Left to Grow. (barrons)
- How a $12.98 T-Shirt Is Made in America—at a Profit (wsj)
- Drug Middlemen Spared by Trump and Musk, for Now (wsj)
Be in the know. 16 key reads for Monday…
- US new vehicle sales set to rise 7.3% in December, report says. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 17.2 million units, up 1.1 million units. (reuters)
- Doctors Say AI Is Introducing Slop Into Patient Care (gizmodo)
- The Happy Gilmore 2 trailer just dropped! Let’s analyze his golf swing (golfdigest)
- Investing pros think these stock-market losers are set to rebound in 2025 (marketwatch)
- What Boeing Investors Should Know About Jeju Flight 2216 (barrons)
- Discounts on the Dealership Lot Lift Car Sales (wsj)
- US Futures Drop 1% as Tech Rally Fades at Year-End (bloomberg)
- Natural Gas Prices Jump on Cold Weather Forecasts (wsj)
- Albemarle Stock Got Crushed. Why We’re Standing By Our Pick. (barrons)
- Buybacks Aren’t Always Bullish. Here’s How to Know When They Are Worth It. (barrons)
- These Are The Most (And Least) Optimistic Countries About 2025 (zerohedge)
- Carlos Slim invested $1 billion in 2024 to supercharge oil bets (yahoo)
- US credit card defaults jump to highest level since 2010 (ft)
- Top Democrats warm to Musk’s US government cost-cutting mission (ft)
- China mandates 30% EVs in government fleets in boost for carmakers, net zero (scmp)
- S&P 500 could get close to 7,000 in the first half of next year, says Fundstrat’s Tom Lee (youtube)
Be in the know. 20 key reads for Sunday…
- Alibaba partners with South Korea’s E-Mart to launch e-commerce platform (technode)
- Holiday spending ‘clearly on track’ to reach record-breaking heights even as credit card debt strangles shoppers (nypost)
- OpenAI says it needs ‘more capital than we’d imagined’ as it details for-profit plan (nypost)
- Ready for Takeoff: Zipline Takes On Amazon in the Drone-Delivery Business (barrons)
- AI is Changing Oil Country—and Pumping Up Profits (barrons)
- Tech That Will Change Your Life in 2025 (wsj)
- What Your ‘Face Age’ Can Tell Doctors About Your Health (wsj)
- S. Shale Is Growing Old. That’s a Problem for Donald Trump’s Oil Plans. (wsj)
- Japan’s Nikkei index heads for best year-end close since 1989 (ft)
- Trump Steps Into Skilled-Work Visa Clash, Saying They’re ‘Great’ (bloomberg)
- China’s Record Dividend Payout Intensifies Pressure on the Yuan (bloomberg)
- Dollar Tree could drop some products if tariffs are enacted (foxbusiness)
- Warren Buffett: Stop Listening To Your Neighbor’s Stock-Tips (acquirersmultiple)
- Odd Lots Podcast: An Interview w/ Ariel Investments Founder John Rogers (youtube)
- You’re Invited to Wall Street’s Private Party. Say You’re Busy. (wsj)
- America Needs to Radically Rethink What It Means to Be Old (theatlantic)
- Wall St Week Ahead Trump’s first actions and job data to test market in January (reuters)
- The 27 Most Beautiful New Restaurants in 2024 (robbreport)
- de tomaso produces first P72 sports car with handcrafted carbon shell and buttermilk leather (designboom)
- The World’s First Crispr Drug Gets a Slow Start (wired)
Be in the know. 10 key reads for Saturday…
- The AI Boom May Be Too Good to Be True (wsj)
- The Celebrity Activist Investor Is Going Extinct (wsj)
- 3 Healthcare Stocks to Buy for a 2025 Rebound (barrons)
- Dutch Bros Is Coming After Starbucks. Drive-Throughs and Happy Workers Sell. (barrons)
- S. population hasn’t grown this fast in more than two decades (marketwatch)
- Why the Stock Market Could Gain Another 20% in 2025 (barrons)
- 2 Stock Picks for 2025 in 2024’s Only Losing Sector (barrons)
- Boeing and 6 More Contrarian Stocks for 2025 (barrons)
- Is the Upper East Side New York’s Hottest Restaurant Neighborhood? (bloomberg)
- Everything You Need to Know About the Original Chevy Camaro Z/28 (robbreport)
Be in the know. 10 key reads for Friday…
- China’s EV sales set to overtake traditional cars years ahead of west (ft)
- China Dividend ETF Flows Surge as Investors Shift From Bonds (bloomberg)
- I Never Felt Like This in China Before (nytimes)
- America’s Big Natural-Gas Footprint Is About to Get Even Bigger (wsj)
- Chart Master: The technicals on Dollar Tree (cnbc)
- Top golf courses to play during the winter (nypost)
- As Hollywood Struggles, the Region’s Economy Feels the Pain (nytimes)
- The U.S. Needs a Productivity Miracle. It Might Just Get One. (wsj)
- US drugstores vanish as pressures mount on business model (ft)
- DOGE doubles down on eliminating the government agency that’s cracking down on overdraft fees (businessinsider)
Be in the know. 20 key reads for Thursday…
- This (Alibaba) May Be the Cheapest E-Commerce Play on Earth. Shares Could Rise 50% in 2025. (barrons)
- Boeing and 6 More Contrarian Stocks for 2025 (barrons)
- On thin ice Trump trolls Trudeau by promising Canucks he’ll lower taxes if Canada becomes ’51st state’ — and backs hockey legend for PM (nypost)
- Two famed NYC eateries were just named among the ‘most legendary’ restaurants in the world (nypost)
- 15 Cheap Mid-Caps With Great Odds for Solid Growth (barrons)
- Healthcare Stocks Had a Dismal Year. Therein Lies Opportunity, Says This Analyst. (barrons)
- ‘Christmas miracle’ Barstool Sports founder Dave Portnoy gifts $60K to struggling pizzeria in impromptu deal (nypost)
- Wealthy New Yorkers are spending as much as $50K tipping people for the holidays (com)
- BOJ’s Ueda Avoids Giving Clear Hint on Chances of January Hike (bloomberg)
- China Seeks to Spur Growth by Giving Local Officials Bond Leeway (bloomberg)
- Quantum Computing Is Finally Here. But What Is It? (bloomberg)
- China’s Finance Ministry Vows Greater, Faster Spending in 2025 (bloomberg)
- ‘A truly remarkable breakthrough’: Google’s new quantum chip achieves accuracy milestone (nature)
- Nvidia sees ‘remarkable’ influx of retail investor dollars as traders flock to AI darling (cnbc)
- Disney’s CEO search is a top priority for Bob Iger in 2025. Here’s who’s in the running. (yahoofinance)
- Rand Paul’s Annual Festivus List Highlights Over One Trillion Dollars In Government Waste (zerohedge)
- Buffett talks mortality and philanthropy in surprise shareholder letter (foxbusiness)
- China steps up campaign for single people to date, marry and give birth (ft)
- Ant Group splits Alipay into two business units in latest restructuring move (scmp)
- “First, Support The Expansion Of Domestic Demand” (chinalastnight)