- Fundstrat’s Tom Lee on why rise in yields might be false flag (cnbc)
- Meet Alibaba’s AI coder: an automated system that can build an app ‘in minutes’ (scmp)
- Biotech Stocks Prepare For Action In 2025. Weight-Loss Drugs, AI And Trump 2.0 Are The Catalysts. (investors)
- Opinion: The stock market has one more chance to fight off the bears (marketwatch)
- The Market Is Overreacting. Don’t Lose Your Head. (barrons)
- S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while. (marketwatch)
- ASML Is the Chip-Equipment Leader. Its Stock Is Poised to Bounce Back. (barrons)
- China’s Central Bank Beefs Up Support as Yuan Nears 16-Month Low (wsj)
- Self-Driving Cars Don’t Do Snow. Goodyear Says the Solution Is Smarter Tires. (wsj)
- Warren Buffett Prepares His Middle Child for the Job of a Lifetime (wsj)
- Detroit Auto Show flaunts the old and the new at iconic car show (usatoday)
- Macy’s lists 66 ‘underproductive’ stores set for closure; over 80 closures still to come (usatoday)
- Hershey Seeks New CEO With Michele Buck Departing Next Year (bloomberg)
- Blowout Jobs Report Fuels Wall Street Fear of ‘Lose-Lose’ Market (bloomberg)
- China Vows Proactive Fiscal Policy, Bigger Deficit to Aid Growth (bloomberg)
- Delta Cracked the Code for Post-Pandemic Profits (bloomberg)
- G Sachs Chief Economist Expects Trump to Slap ~20% Extra Tariffs on Most CN Goods on Avg. Only (aastocks)
Category: What I’m Reading Today
Be in the know. 14 key reads for Friday…
- Intel Stock Has Been Beaten Down. How a New CEO Could Shake Things Up. (barrons)
- Home Insurers Are Exiting California. The Wildfires Could Make It Worse. (barrons)
- Hollywood Hills and Other L.A. Fire News: 5 Dead; Economic Toll Nears $60 Billion (barrons)
- Dividends Will Keep Growing in 2025. Where to Find Them. (barrons)
- Trump’s Team Is Stocked With Billionaires. Why the Super Rich Are Taking Over Washington. (barrons)
- Can DOGE Really Slash $2 Trillion? Even Elon Musk Says This Number Is More Likely. (barrons)
- Bank of America Bond Losses Could Top $100B (barrons)
- Fed Minutes Suggest Officials Will Hold Rates Steady for Now (wsj)
- S. Dockworkers and Port Employers Reach Labor Deal (wsj)
- Ozempic, Lego Bricks and Hearing Aids: What Trump’s Greenland Plan Could Hit (nytimes)
- Former President Jimmy Carter credited his longevity to his happy marriage: ‘Marry the best spouse’ (cnbc)
- December jobs report forecast is 155,000. But here’s the number investors really should watch. (marketwatch)
- Why Donald Trump wants Greenland (ft)
- China steps up defence of renminbi against Wall Street bets (ft)
Be in the know. 5 key reads for Thursday…
- Disney Says 157 Million Viewers Seeing Ads on Streaming Services (bloomberg)
- China Ramps Up Yuan Support With Record Hong Kong Bill Issuance (bloomberg)
- How Analyst Job Cuts on Wall Street Are Reshaping Equity Research
- Hershey Wants Special Permission to Buy Over 90,000 Metric Tons of Cocoa (bloomberg)
- Fed Isn’t Certain Where Rates Will Land, Minutes Show (barrons)
Be in the know. 10 key reads for Wednesday…
- NVIDIA CEO Jensen Huang is ‘flying too close to the sun,’ says Thomas Hayes (foxbusiness)
- Nvidia’s stock suffers worst drop in months as CES speech lacked one big thing (marketwatch)
- Palantir’s stock sees sharpest drop since May as momentum cools (marketwatch)
- Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth (marketwatch)
- 3 reasons Trump keeps floating U.S. control of Greenland — including one tied to tax cuts (marketwatch)
- America’s frozen housing market is finally starting to thaw (marketwatch)
- Tech Stocks Are Still Pricey. Dip Buyers Should Look Here Instead. (barrons)
- Man Group president says AI needs to prove its worth in 2025 (fnlondon)
- Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away (bloomberg)
- China confirms Xi Jinping and Donald Trump have been in touch since US election (scmp)
Be in the know. 7 key reads for Tuesday…
- Top 3 takeaways from Nvidia’s CES 2025 keynote (finance.yahoo)
- Trudeau resignation opens door to Trump ‘going easy on trade tariffs’ with Canada (finance.yahoo)
- Disney inks deal to combine Hulu + Live TV business into Fubo (nypost)
- Meta names Trump supporter Dana White to board in latest revamp by Mark Zuckerberg (nypost)
- Ulta Beauty Has a New CEO and a Rosier Holiday Outlook (barrons)
- Can Boeing Be Fixed? Aerospace Leaders Offer a Repair Manual (wsj)
- Tencent shares fall 8% in Hong Kong after U.S. designates it a Chinese military company (cnbc)
Be in the know. 22 key reads for Monday…
- Overseas stocks jump, dollar plunges on report of more targeted Trump tariffs (marketwatch)
- China’s central bank outlines monetary priorities for 2025 (people.cn)
- Dollar Falls Most in Two Months on Report Trump to Limit Tariffs (bloomberg)
- China catches up fast in AI race, but US chip curbs cast shadow (scmp)
- Alibaba ties up with Lee Kai-fu’s unicorn as AI sector consolidates (scmp)
- China rushes to reassure investors as equities and renminbi fall (ft)
- Chinese Companies Have Sidestepped Trump’s Tariffs. They Could Do It Again. (nytimes)
- Healthcare Stocks Are Down and Out. Opportunities Abound. (wsj)
- Canada’s Trudeau Is Likely to Resign This Week, Globe Says (bloomberg)
- Global chip stocks climb as Foxconn’s bumper results show a continuation of the AI boom (cnbc)
- Disney to combine its Hulu+ Live TV with streamer Fubo (cnbc)
- Palantir has this rare distinction as Morgan Stanley says stock price is too high (marketwatch)
- Carl Icahn Bought This Fertilizer Stock as 2024 Was Ending (barrons)
- Historic NYC office building fetches a fraction of its recent $245M sale price — here’s why (nypost)
- Here’s what the first two trading days of January predict for stocks in 2025 (marketwatch)
- AI and the other tech trends to expect at CES 2025 (yahoo)
- Why Michael Green Is Known as the Cassandra of Passive Investing (institutionalinvestor)
- Alibaba deepens push into AI smart glasses (scmp)
- Take Warren Buffett’s Advice: Don’t Buy Any Stock in 2025 Unless It Passes This Test (fool)
- Morgan Stanley Strategist Wilson Warns of Risk to Stocks as Yields Surge (bloomberg)
- This strategist says a popular ETF could jump at least 15%. It’s a bet inflation will be contained. (marketwatch)
- AI Has a Cost Problem. What It Means for the Stock Market and 5 Other Things to Know Today. (barrons)
Be in the know. 16 key reads for Sunday…
- Monetary policy trumps tariffs (scottgrannis)
- 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
- ‘That is Maganomics’: where Trump is taking America on trade (ft)
- Trump’s Proposed Tariffs Could Cost U.S. Companies. Here Are the Most Vulnerable Industries. (barrons)
- Trump’s Trade War Will Be Different This Time. How China Will Respond. (barrons)
- Networking Companies Ride the AI Wave. It Isn’t Just Nvidia. (barrons)
- Why Regulating Alcohol Industry Is Tall Order Even After Surgeon General’s Cancer Warning (barrons)
- Dockworkers Set to Resume Contract Talks. Why a Strike Could Lead to Higher Prices. (barrons)
- Apple Is Pricier—and More Vulnerable—Than Ever. This Year Could Test Its Mettle. (barrons)
- Another Crypto Risk Lurks. Governments Could Be Tempted to Confiscate Your Coins. (barrons)
- Hail, Caesars! The Casino Stock Could Get a Super Boost From the Super Bowl. (barrons)
- European Stock Fire Sale: 10 Bargains You Don’t Want to Miss (barrons)
- China’s PBOC Vows More Support for Innovation and Consumption (bloomberg)
- The Pagani Utopia Delivers Vision-Blurring Levels of Performance (roadandtrack)
- These are the 10 trending collector cars to watch in 2025 (classicdriver)
- Alibaba Cloud Unveils New Research Model for Enhanced Visual Reasoning (alizila)
Be in the know. 12 key reads for Saturday…
- 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)
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)