Category: What I’m Reading Today

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)

Be in the know. 7 key reads for Sunday…

  1. ‘Roaring 20s’ on Wall Street could extend into the 2030s after likely Republican sweep, market veteran says (fortune)
  2. EU Bends The Knee To Trump: We Could Buy More American LNG (zerohedge)
  3. US Dollar Rally Near Critical Inflection Point! (kimblechartingsolutions)
  4. Is the Japanese Yen Oversold and Ready To Rally? (kimblechartingsolutions)
  5. The Outrageous Dry-Aged Burger That New Yorkers Are Losing Their Minds Over (digg)
  6. Baidu to Launch AI-Powered Smart Glasses as Affordable Rival to Meta’s “Ray-Bans” (technode)
  7. US Inflation Progress Gets Harder in Last Mile Down (bloomberg)

Be in the know. 7 key reads for Saturday…

  1. The Fed Will Cut Rates in December, Says This Economist. Then It’s Wait and See. (barrons)
  2. Boeing CEO Takes Step to Heal Broken Culture (barrons)
  3. QXO Hires an AI Chief to Help Sell Items Like Pipes and Lumber (wsj)
  4. Wall Street giddy as Trump White House expected to OK fresh wave of mergers and acquisitions (nypost)
  5. Your Guide to Trump’s Day-One Agenda — From Taxes to Tariffs (bloomberg)
  6. China unveils $1.4tn package to shore up economy (ft)
  7. With Donald Trump in power, the dollar is likely to rally but then weaken (ft)

Be in the know. 10 key reads for Friday…

  1. 10-year Treasury yield ending week lower despite post-election pop (cnbc)
  2. How Powell Could Help Trump Fund His Economic Boom. (barrons)
  3. China Unveils $1.4 Trillion Debt Swap, Saves Stimulus for Trump (bloomberg)
  4. Icahn’s Firm Seeks Bigger Stake in Top Holding While Slashing Its Own Dividend (wsj)
  5. Trump’s Win Sets Off Race to Complete Chips Act Subsidy Deals (bloomberg)
  6. PBOC Signals Greater Resolve on Dovish Policy, Ample Liquidity (bloomberg)
  7. Investors Dial Back ‘Trump Trades’ as Policy Questions Remain (bloomberg)
  8. Global businesses bet on China’s market despite US trade tensions (scmp)
  9. Ant International drives AI in cross-border payments to boost global expansion (scmp)
  10. Mike Mayo Sees ‘Paradigm Shift’ for Banks on Trump Deregulation (bloomberg)

Be in the know. 20 key reads for Thursday…

  1. The Bull Market in US Stocks Is Just Starting, Evercore Says (bloomberg)
  2. Opinion: How Trump’s election could push this ‘Roaring 2020s’ stock market into the 2030s (marketwatch)
  3. Opinion: ‘The market isn’t overbought yet, so enjoy the party.’ How to trade the post-election melt-up. (marketwatch)
  4. The Fed is draining liquidity from markets for longer than expected. Here’s why it’s making Wall Street nervous. (marketwatch)
  5. Moderna Earnings Beat Estimates. But Its Future Still Looks Uncertain. (barrons)
  6. Trump Comeback Means Reckoning for China as It Draws Up Stimulus (bloomberg)
  7. China urges U.S. cooperation as Trump trade threat looms (cnbc)
  8. Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say (cnbc)
  9. China October exports record highest jump in 19 months, imports decline more than expected (cnbc)
  10. Chinese Stocks Bounce Back as Stimulus Hopes Offset Trump Risks (bloomberg)
  11. Trump’s return is not all bad news for Chinese stock investors: analysts (scmp)
  12. China’s Preferred Candidate Wins As Mainland Investors Buy The Hong Kong Dip in Size (chinalastnight)
  13. PBOC Pledges to Maintain Supportive Monetary Policy at Meeting with Foreign Financial Institutions (aastocks)
  14. Trump’s 60% Tariffs on CN Goods to Cut CN Econ Growth by 2 ppts: Report (aastocks)
  15. What will M&A look like under a Trump administration (cnbc)
  16. How Donald Trump Won—by Being Donald Trump (wsj)
  17. New Starbucks CEO Scouted Cafes Before Taking Over: What He’s Tackling First (wsj)
  18. Wayfair Ups Promotions Without Taking a Big Financial Hit. Here’s How They Do It. (wsj)
  19. Is This Undefeated Team the Best Story in College Sports? (wsj)
  20. Xi congratulates Trump on his election as U.S. president (cn)

Be in the know. 10 key reads for Wednesday…

  1. Trump Defeats Harris, Marking Historic Comeback. Former president is first in over a century to reclaim the White House after losing it (wsj)
  2. Fed Readies a Rate Cut and Faces These Four Questions (wsj)
  3. Beijing puts no price cap on land sale, signalling property-market shift (scmp)
  4. Services PMI Beats As Premier Li Signals Economic Policy Support (chinalastnight)
  5. China’s central bank affirms supportive monetary policy stance at closely watched meeting (cnbc)
  6. Nuclear Energy’s AI Boom Blew a Fuse—Here’s What Could Happen Next (wsj)
  7. AI Startup Perplexity to Triple Valuation to $9 Billion in New Funding Round (wsj)
  8. China’s New Stock Accounts Hit Nine-Year High as Market Booms (bloomberg)
  9. The next U.S. president could face a tax battle in 2025 — here’s what it means for investors (cnbc)
  10. Elon Musk says his super PAC won’t go away after the 2024 election (businessinsider)

Be in the know. 7 key reads for Tuesday…

  1. Boeing Strike Ends, Work Set To Resume (investors)
  2. Fox Corp. shares soar as record ad boom ahead of elections helps revenue beat estimates (nypost)
  3. Housing market hits highest inventory since 2019 as sellers flood the market (nypost)
  4. What the Prediction Markets Think. Odds of winning implied by trades on different platforms (bloomberg)
  5. Alibaba’s Black Friday alternative hits US with AliExpress Singles’ Day sales (scmp)
  6. YUM China’s Results Are “Finger Lickin’ Good”, NPC Kicks Off (chinalastnight)
  7. A split Congress is probably the favorite for the markets, says Wharton’s Jeremy Siegel (cnbc)