Be in the know. 13 key reads for Monday…

  1. Intel CEO Gelsinger Retires. The Stock Is Gaining. (barrons)
  2. ’Tis the season to go car shopping, and there’s some cheery news for buyers (marketwatch)
  3. Macau Gaming Revenue Rises 14.9% in November, Exceeds Estimate (bloomberg)
  4. Googling Is for Old People. That’s a Problem for Google. (wsj)
  5. America’s Biggest Apartment Owner Takes a Leap Into Modular Homes (wsj)
  6. ‘Moana 2’ Lifts Box Office to Thanksgiving Record With $221 Million Haul (wsj)
  7. For EV Startups, Things Are Going From Bad to Worse (wsj)
  8. Meet the Billionaires Taking Over Professional Bull Riding (wsj)
  9. Sales of Bibles Are Booming, Fueled by First-Time Buyers and New Versions (wsj)
  10. The Best TV Shows of 2024: Small-Screen Sophistication (wsj)
  11. Latest U.S. strike on China’s chips hits semiconductor toolmakers, Reuters reports (cnbc)
  12. Critics said Musk ‘overpaid’ for Twitter. Thanks to Trump and xAI, it could actually be a steal. (businessinsider)
  13. Bull market is setting up a December chase, says Carson Group’s Ryan Detrick (cnbc)

Be in the know. 15 key reads for Sunday…

  1. Confidence surges among small business owners (cnbc)
  2. Online shoppers set Thanksgiving Day spending record after big discounts (cnn)
  3. Global natural gas market may experience a tighter supply-demand balance this winter (eia)
  4. Who Is Scott Bessent? Wall Street Is Delighted by Trump’s Treasury Pick (inc)
  5. Tim Barry Is Out As CEO Of Walgreens Clinic Partner VillageMD (forbes)
  6. Target Is in Trouble. How it Could Turn Business Around. (barrons)
  7. Trump Tax Cuts 2.0: How They Will Affect You (barrons)
  8. Nuclear Energy Wins New Fans—Even in New York State (barrons)
  9. Where to Look for Undervalued Technology Stocks (barrons)
  10. What Trump’s Immigration Plans Mean for America’s Job Growth (wsj)
  11. A Simpler Citigroup Begins to Take Shape (wsj)
  12. Mexico’s President Says She’s Sure Country Can Avoid US Tariffs (bloomberg)
  13. Trudeau, Trump Discuss Trade, Border at Crucial Mar-a-Lago Meeting (bloomberg)
  14. What the Top 1% Really Pays the IRS. They kick in 40.4% of income taxes, nearly double their income share. (wsj)
  15. Zelenskiy Open to Cease-Fire If NATO Protects Unoccupied Areas (bloomberg)

Be in the know. 10 key reads for Saturday…

  1. China Factory Activity Grows for Second Month (tradingeconomics)
  2. Australia bans most users under 16 from social media (usatoday)
  3. ‘Moana 2’-led Thanksgiving box office could be best in post-pandemic era (cnbc)
  4. MDB Capital president and chief marketing strategist Lou Basenese joins ‘Cavuto: Coast to Coast’ to discuss Disney’s recent turnaround. (foxbusiness)
  5. Stimulus Bets Drive Chinese Stocks Higher Before Key Meeting (bloomberg)
  6. Elon Musk: the ‘wild card’ in Trump’s dealings with China (ft)
  7. ‘I wouldn’t be too worried about the next 12 months’, says Fundstrat’s Tom Lee (cnbc)
  8. Don’t Rule Out a Santa Claus Rally, Despite the Market’s Impressive Gains (BARRONS)
  9. How Elon Musk, Donald Trump And DOGE Will Take On The Federal Government, And What It Means For The S&P 500 (investors)
  10. Trump has been secretly communicating with ‘man crush’ Jamie Dimon about White House agenda for months: sources (nypost)

Be in the know. 13 key reads for Friday…

  1. Jack Ma returns to Alibaba campus in sign of support (scmp)
  2. Netflix Soared As Disney Sank. But Are The Tides About To Turn? (investor)
  3. Musk’s Team of Budget-Slashing MAGA Billionaires Takes Shape (bloomberg)
  4. Dollar Heads for Worst Week Since August (bloomberg)
  5. Boeing’s New CEO Clips Corporate Jet Trips in Show of Restraint (bloomberg)
  6. 10-year Treasury yield slides to lowest point since October on holiday-shortened trading day (cnbc)
  7. US Chip Equipment Makers Rise Amid Reports of “Watered-Down” China Curbs (zerohedge)
  8. Wynn Resorts Stock Is Rising. Here’s What We Know. (barrons)
  9. Japanese yen hits six-week high after hot inflation reading drives rate increase bets (marketwatch)
  10. Wall Street’s Response to More Tariffs: Been There, Done That (wsj)
  11. It’s Disney’s Biggest Surprise Hit—8 Years After Its Release (wsj)
  12. Disney’s doubling down on cruises — and Wall Street is on board (yahoo)
  13. The Big Read. Elon Musk: the ‘wild card’ in Trump’s dealings with China (ft)

Be in the know. 12 key reads for Thanksgiving!

  1. Stimulus Rumors As Insurance Companies Told To Buy Stocks (chinalastnight)
  2. Inside Canada Goose’s High-Fashion Migration (gq)
  3. Haider Ackermann Releases His First ‘Snow Goose by Canada Goose’ Capsule Collection (businesswire)
  4. Ferrari’s $4 Million Car Will Supercharge the Stock. The Auto Maker Is Leading the Luxury Pack. (barrons)
  5. How Warren Buffett Will Give Away $150 Billion. Will His Kids Be Able to Finish the Job? (barrons)
  6. Carl Icahn Is Buying Up Stock in This Fertilizer Producer. It’s All About Trump 2.0. (barrons)
  7. Yield on 10-year Treasury ends at lowest in a month despite rebound in Fed’s preferred inflation gauge (marketwatch)
  8. Treasury Yields Have Dipped. It Isn’t Too Late to Buy Bonds. (barrons)
  9. China Is Bombarding Tech Talent With Job Offers. The West Is Freaking Out. (wsj)
  10. Trump says Mexico’s president has ‘agreed to stop’ migrants crossing into US through her country (nypost)
  11. US Preps China Chip Curbs That Stop Short of Early Proposals (bloomberg)
  12. China needs US$1.4 trillion to boost consumption as trade war 2.0 looms (scmp)

Be in the know. 10 key reads for Wednesday…

  1. Intel Receives $7.9 Billion in Chips Act Funding, but Says It Won’t Take Federal Loans (barrons)
  2. China’s central bank to cut reserve ratio again to add liquidity, aid growth: analysts (scmp)
  3. Republicans praise Trump tariff threat as smart ‘negotiating strategy’ as he looks to tackle fentanyl, border crises (nypost)
  4. The AI Race Is Entering a New Stage. Nvidia Won’t Be the Only Winner This Time. The inference focus has big implications for Nvidia. While training is uniquely suited to the company’s GPUs, inference might be more readily handled by AI processors from Nvidia peers like Advanced Micro Devices AMD and Intel INTC, by custom chips from Amazon, or by a range of chip start-ups. (barrons)
  5. Fed Minutes Show Greater Confidence About Jobs as Policymakers Weigh Rate Cuts (barrons)
  6. Israel Approves Cease-Fire With Lebanon Aimed at Ending Hezbollah Conflict (wsj)
  7. Target’s Slide From Cheap Chic to Dull Chore (wsj)
  8. Office Conversions Find New Life After Property Values Plunge (wsj)
  9. Donald Trump selects Kevin Hassett to lead National Economic Council (cnbc)
  10. Warren Buffett suggests all parents do one thing before they die, whether they have ‘modest or staggering wealth’ (cnbc)

Be in the know. 15 key reads for Tuesday…

  1. How I learned to stop worrying about the national debt – even though it’s $35 trillion (nypost)
  2. Apple may have an AI trick up its sleeve, says this VC investor (marketwatch)
  3. Trump’s Treasury pick is Scott Bessent. He’s said it’s absurd to fear ‘Trump-flation.’ (marketwatch)
  4. Opinion: Qualcomm is moving fast to boost growth and trim its dependence on Apple (marketwatch)
  5. How Trump’s Tariffs on China Changed U.S. Trade, in Charts (wsj)
  6. Emerging-Markets Stocks Have Rarely Been So Hated. It’s Time to Buy (wsj)
  7. AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place (wsj)
  8. China Looks to Musk as Conduit to Trump, Seeking to Ward Off Harsh Policies (wsj)
  9. Emerging-Markets Stocks Have Rarely Been So Hated. It’s Time to Buy (wsj)
  10. The Many Ways WSJ Readers Use AI in Their Everyday Lives (wsj)
  11. Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It. (wsj)
  12. For $55 Million: a Ferrari-Inspired Mansion for Car Lovers Only (wsj)
  13. Republicans Ponder: What if the Trump Tax Cuts Cost Nothing? (nytimes)
  14. Biotechs test IPO market despite concerns over Kennedy’s health role (ft)
  15. Big Food’s RFK Selloff Looks Overdone, but the Industry Has Other Problems Too (wsj)

Be in the know. 11 key reads for Monday…

  1. Bond Market Halts Brutal Run as Buyers Pounce on 4.5% Yields (bloomberg)
  2. Dollar’s Sizzling Rally Cools as Bessent Nominated for Treasury (bloomberg)
  3. How Tim Cook Cracked the Code on Working With Trump (wsj)
  4. How Markets Have Responded to Deficits, in Charts (wsj)
  5. Ozempic Could Crush the Junk Food Industry. But It Is Fighting Back. (nytimes)
  6. Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap (bloomberg)
  7. Chinese Exports to Hit Record This Year Before Second Trump Term (bloomberg)
  8. Dollar’s Year-End Strength to Give Way to Murky 2025 (bloomberg)
  9. Trump Plans To Use Impoundment To Cut Spending – What Is It? (zerohedge)
  10. Fed’s preferred inflation gauge highlights holiday-shortened trading week: What to know this week (yahoo)
  11. Chinese firms likely to boost M&A activity in response to Trump threats: analysts (scmp)

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)