Be in the know. 12 key reads for Saturday…

  1. GM, Ford report best annual U.S. sales since 2019 as auto recovery continues (cnbc)
  2. The Stock Market Is Like a Fashion Show, and Here’s One of Its Hot Must-Haves (wsj)
  3. Financial expert says next few months for markets will be ‘choppier ’ (foxbusiness)
  4. Portfolio manager outlines ‘reasons’ that will contribute to new market ‘highs’ in 2025 (foxbusiness)
  5. E-commerce giants jump on China’s latest trade-in programme amid heated competition (scmp)
  6. Alibaba ties up with Lee Kai-fu’s unicorn as China’s AI sector consolidates (scmp)
  7. Consumption Subsidies Expanded to Mobile Phones and Electronics, Week in Review (chinalastnight)
  8. House Republicans Pledge Drilling and Make It Easier to Shed Federal Land (nypost)
  9. PBOC Reiterates China Rates, Reserve Ratio to Be Cut ‘At Appropriate Time’ (bloomberg)
  10. Can Gucci Find Its Cool Again? (bloomberg)
  11. Forget Santa: Stock-market bulls look to ‘January barometer’ for clues on 2025 (marketwatch)
  12. Natural Gas Stocks Have Momentum—and Cold Weather (barrons)

Be in the know. 11 key reads for Friday…

  1. Hong Kong stocks rebound as Beijing ramps up support for institutional buying (scmp)
  2. The American Worker Is Becoming More Productive (wsj)
  3. FMC shares pop as KeyBanc says selloff is overdone (streetinsider)
  4. What stocks’ worst stumble since 1952 in the final days of 2024 may mean for 2025 (marketwatch)
  5. Hindenburg Research shorts Carvana, calling company’s turnaround a ‘mirage’ (cnbc)
  6. China’s central bank plans policy overhaul as pressure mounts on economy (ft)
  7. Baidu’s Robin Li predicts ‘exponential’ boom in AI apps in 2025 (scmp)
  8. Roaring Kitty’s Stock Memes Can’t Fix Unity Software (barrons)
  9. Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes (marketwatch)
  10. The Debt Ceiling Makes a Comeback. What It Means for Bonds. (barrons)
  11. <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…

  1. Chinese EV makers BYD, Nio, Li and XPeng end 2024 on a sales high (marketwatch)
  2. Jobless claims drop to 8-month low to end 2024. Low U.S. unemployment fuels economy. (marketwatch)
  3. Natural gas prices spike on forecasts of colder than expected winter (foxbusiness)
  4. The Bull and Bear Case for 2025 (nytimes)
  5. PBOC Seen Delaying Reserve Ratio Cut After $233 Billion Cash Injection Last Month (bloomberg)
  6. China E-Commerce Giant Alibaba Sells Stake In Retail Firm Sun Art To Focus On Core Business (investors)
  7. Drug-Trial Results Could Shake Up Pharma Stocks in 2025. Watch Eli Lilly, Pfizer, and More. (barrons)
  8. The U.S. Dollar Is Riding High. Trump Could Put an End to All That. (barrons)
  9. 2025’s Five Highest Yielding Dogs of the Dow Could Explode Higher (247wallst)
  10. Stock Bears Are Going Extinct. Time to Worry? (bloomberg)
  11. 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)
  12. The Levi Strauss Heir Elected to Save San Francisco (wsj)
  13. Beijing & Guangzhou Home Sales Rise In 2024, Tariff Concerns Lead To Risk Off (chinalastnight)
  14. Mexico, Betting Trump Is Bluffing on Tariffs, Sees an Opportunity. (nytimes)
  15. Why the Dow had such a miserable December versus other indexes (marketwatch)

Be in the know. 11 key reads for New Year’s Day…

  1. 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
  2. Why the Dow had such a miserable December versus other indexes (marketwatch)
  3. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  4. Credit Spreads Haven’t Looked This Good Since the 2000s. Can They Get Better? (wsj)
  5. A Corvette, a Rolls-Royce, a Lowrider Legend: Our 10 Favorite My Ride Cars of 2024 (wsj)
  6. China’s December Home Sales Stay Flat in Sign of Stabilization (bloomberg)
  7. PBOC Steps Up Liquidity Injection With New Tools At Year-End (bloomberg)
  8. US Large Cap Dividend Stocks Should Roll in 2025: Our 4 Favorite Picks (247wallst)
  9. Forecasting the world in 2025 (ft)
  10. Alibaba’s Freshippo records 9 straight months of profit, CEO says (scmp)
  11. Services PMI Beats, Happy New Year! (chinalastnight)

Be in the know. 11 key reads for New Years Eve…

  1. ‘Have no fear’: Financial expert expect markets to rally in 2025 (foxbusiness)
  2. China’s Factory Activity Expands Again as Economy Stabilizes (bloomberg)
  3. Hong Kong stocks head for 2024 gain after 4 straight years of losses (scmp)
  4. Chinese Stocks Head for First Yearly Advance Since Pandemic (bloomberg)
  5. S&P 500: A ‘reversion’ trade will occur in 1Q25, Raymond James says (investing)
  6. 10-year Treasury yield logs sharpest drop in a month to kick off holiday-shortened week (marketwatch)
  7. 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
  8. Natural-gas prices see biggest jump in nearly 3 years, leading oil higher (marketwatch)
  9. Shale Is Plateauing. Oil Only Has One Place Left to Grow. (barrons)
  10. How a $12.98 T-Shirt Is Made in America—at a Profit (wsj)
  11. Drug Middlemen Spared by Trump and Musk, for Now (wsj)

Be in the know. 16 key reads for Monday…

  1. 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)
  2. Doctors Say AI Is Introducing Slop Into Patient Care (gizmodo)
  3. The Happy Gilmore 2 trailer just dropped! Let’s analyze his golf swing (golfdigest)
  4. Investing pros think these stock-market losers are set to rebound in 2025 (marketwatch)
  5. What Boeing Investors Should Know About Jeju Flight 2216 (barrons)
  6. Discounts on the Dealership Lot Lift Car Sales (wsj)
  7. US Futures Drop 1% as Tech Rally Fades at Year-End (bloomberg)
  8. Natural Gas Prices Jump on Cold Weather Forecasts (wsj)
  9. Albemarle Stock Got Crushed. Why We’re Standing By Our Pick. (barrons)
  10. Buybacks Aren’t Always Bullish. Here’s How to Know When They Are Worth It. (barrons)
  11. These Are The Most (And Least) Optimistic Countries About 2025 (zerohedge)
  12. Carlos Slim invested $1 billion in 2024 to supercharge oil bets (yahoo)
  13. US credit card defaults jump to highest level since 2010 (ft)
  14. Top Democrats warm to Musk’s US government cost-cutting mission (ft)
  15. China mandates 30% EVs in government fleets in boost for carmakers, net zero (scmp)
  16. 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…

  1. Alibaba partners with South Korea’s E-Mart to launch e-commerce platform (technode)
  2. Holiday spending ‘clearly on track’ to reach record-breaking heights even as credit card debt strangles shoppers (nypost)
  3. OpenAI says it needs ‘more capital than we’d imagined’ as it details for-profit plan (nypost)
  4. Ready for Takeoff: Zipline Takes On Amazon in the Drone-Delivery Business (barrons)
  5. AI is Changing Oil Country—and Pumping Up Profits (barrons)
  6. Tech That Will Change Your Life in 2025 (wsj)
  7. What Your ‘Face Age’ Can Tell Doctors About Your Health (wsj)
  8. S. Shale Is Growing Old. That’s a Problem for Donald Trump’s Oil Plans. (wsj)
  9. Japan’s Nikkei index heads for best year-end close since 1989 (ft)
  10. Trump Steps Into Skilled-Work Visa Clash, Saying They’re ‘Great’ (bloomberg)
  11. China’s Record Dividend Payout Intensifies Pressure on the Yuan (bloomberg)
  12. Dollar Tree could drop some products if tariffs are enacted (foxbusiness)
  13. Warren Buffett: Stop Listening To Your Neighbor’s Stock-Tips (acquirersmultiple)
  14. Odd Lots Podcast: An Interview w/ Ariel Investments Founder John Rogers (youtube)
  15. You’re Invited to Wall Street’s Private Party. Say You’re Busy. (wsj)
  16. America Needs to Radically Rethink What It Means to Be Old (theatlantic)
  17. Wall St Week Ahead Trump’s first actions and job data to test market in January (reuters)
  18. The 27 Most Beautiful New Restaurants in 2024 (robbreport)
  19. de tomaso produces first P72 sports car with handcrafted carbon shell and buttermilk leather (designboom)
  20. The World’s First Crispr Drug Gets a Slow Start (wired)

Be in the know. 10 key reads for Saturday…

  1. The AI Boom May Be Too Good to Be True (wsj)
  2. The Celebrity Activist Investor Is Going Extinct (wsj)
  3. 3 Healthcare Stocks to Buy for a 2025 Rebound (barrons)
  4. Dutch Bros Is Coming After Starbucks. Drive-Throughs and Happy Workers Sell. (barrons)
  5. S. population hasn’t grown this fast in more than two decades (marketwatch)
  6. Why the Stock Market Could Gain Another 20% in 2025 (barrons)
  7. 2 Stock Picks for 2025 in 2024’s Only Losing Sector (barrons)
  8. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  9. Is the Upper East Side New York’s Hottest Restaurant Neighborhood? (bloomberg)
  10. Everything You Need to Know About the Original Chevy Camaro Z/28 (robbreport)

Be in the know. 10 key reads for Friday…

  1. China’s EV sales set to overtake traditional cars years ahead of west (ft)
  2. China Dividend ETF Flows Surge as Investors Shift From Bonds (bloomberg)
  3. I Never Felt Like This in China Before (nytimes)
  4. America’s Big Natural-Gas Footprint Is About to Get Even Bigger (wsj)
  5. Chart Master: The technicals on Dollar Tree (cnbc)
  6. Top golf courses to play during the winter (nypost)
  7. As Hollywood Struggles, the Region’s Economy Feels the Pain (nytimes)
  8. The U.S. Needs a Productivity Miracle. It Might Just Get One. (wsj)
  9. US drugstores vanish as pressures mount on business model (ft)
  10. 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…

  1. This (Alibaba) May Be the Cheapest E-Commerce Play on Earth. Shares Could Rise 50% in 2025. (barrons)
  2. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  3. 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)
  4. Two famed NYC eateries were just named among the ‘most legendary’ restaurants in the world (nypost)
  5. 15 Cheap Mid-Caps With Great Odds for Solid Growth (barrons)
  6. Healthcare Stocks Had a Dismal Year. Therein Lies Opportunity, Says This Analyst. (barrons)
  7. ‘Christmas miracle’ Barstool Sports founder Dave Portnoy gifts $60K to struggling pizzeria in impromptu deal (nypost)
  8. Wealthy New Yorkers are spending as much as $50K tipping people for the holidays (com)
  9. BOJ’s Ueda Avoids Giving Clear Hint on Chances of January Hike (bloomberg)
  10. China Seeks to Spur Growth by Giving Local Officials Bond Leeway (bloomberg)
  11. Quantum Computing Is Finally Here. But What Is It? (bloomberg)
  12. China’s Finance Ministry Vows Greater, Faster Spending in 2025 (bloomberg)
  13. ‘A truly remarkable breakthrough’: Google’s new quantum chip achieves accuracy milestone (nature)
  14. Nvidia sees ‘remarkable’ influx of retail investor dollars as traders flock to AI darling (cnbc)
  15. Disney’s CEO search is a top priority for Bob Iger in 2025. Here’s who’s in the running. (yahoofinance)
  16. Rand Paul’s Annual Festivus List Highlights Over One Trillion Dollars In Government Waste (zerohedge)
  17. Buffett talks mortality and philanthropy in surprise shareholder letter (foxbusiness)
  18. China steps up campaign for single people to date, marry and give birth (ft)
  19. Ant Group splits Alipay into two business units in latest restructuring move (scmp)
  20. “First, Support The Expansion Of Domestic Demand” (chinalastnight)