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This money manager nailed two big stock-market turning points. These are his next ‘rocket ship’ ideas. (marketwatch )
Sullivan says US and China aiming to set up Biden-Xi call ‘soon’ (ft )
Cooper Standard Announces Partnership and Newly Expanded Technology Licensing Agreement with NIKE, Inc. (Cooper Standard )
GM’s Mary Barra said that the company expects US industrywide auto sales to climb to about 16 million vehicles. That’s up from 15.5 million vehicles in the US last year and would be the highest level since 2019. (bloomberg )
Employee costs in the U.S. rise at slowest pace in 2 1/2 years. More ammo for Fed rate cut? (marketwatch )
Alphabet Stock’s a ‘Bargain’ in the Magnificent Seven, Says Analyst (barrons )
Peltz’s Plan to Fix Disney Includes Bundling ESPN+ With Netflix (bloomberg )
PayPal to Cut Global Workforce by 9% as Part of Turnaround Plan (wsj )
Eliminating jobs will allow the firm to “move with the speed needed to deliver for our customers and drive profitable growth,” Chriss said in the letter. “At the same time, we will continue to invest in areas of the business we believe will create and accelerate growth.” (bloomberg )
3M’s $6 Billion Earplug Settlement Gets Support From Claimants (wsj )
US EV Sales Climbed 29% In Q4 (zerohedge )
Why a $2 trillion asset manager forecasts the Magnificent 7 to underperform this year (businessinsider )
Companies Brought in Robots. Now They Need Human ‘Robot Wranglers.’ (wsj )
S. and China Talk Fentanyl in Latest Sign of Thawing Ties (wsj )
Amazon Can’t Afford a Race to the Bottom (wsj )
Boeing Faces Tricky Balance Between Safety and Financial Performance (nytimes )
Paramount Stock Surges. Byron Allen Is Bidding for Media Again. (barrons )
The Fed Meeting Isn’t Just About Rate Cuts. What Might Matter More. (barrons )
Consumer confidence climbs to 2-year high as inflation slows and economy keeps growing (marketwatch )
Boeing Stock Edges Higher on Narrower-Than-Expected Loss. Investors Need More Detail. (barrons )
UPS to Cut 12,000 Jobs and Mandate Return to Offices Five Days a Week (wsj )
Apple Vision Pro Review: The Best Headset Yet Is Just a Glimpse of the Future (wsj )
Israel and Hamas Weigh Three-Stage Cease-Fire (wsj )
Private payroll growth slowed to 107,000 in January, below expectations, ADP says (cnbc )
Hong Kong’s banks post bumper 2023 profits as rates swell margins (scmp )
China unveils new property support measures amid concerns about Evergrande fallout (reuters )
Investors punish Microsoft, Alphabet as AI returns fall short of lofty expectations (reuters )
BABA-SW (09988.HK) Ratings & TPs (Table) (aastocks )
GM upbeat on 2024, betting on a ‘resilient’ US economy (reuters )
GM Provides Upbeat Outlook on 2024 Profit (wsj )
IMF upgrades global growth forecast, citing U.S. resilience and policy support in China (cnbc )
US and China launch talks on fentanyl trafficking in a sign of cooperation amid differences (abc )
The Fed Meeting Isn’t Just About Rate Cuts. What Might Matter More. (barrons )
Big Pharma Reports Earnings After a Year in ICU (barrons )
Microsoft and Alphabet Kick Off Big Tech Earnings. Plus, AMD. (barrons )
Here’s What China Is Doing to Boost Economy, Rescue Markets (bloomberg )
Alibaba-backed Xreal, rival to Apple’s Vision Pro, claims it’s now an AR glasses unicorn (cnbc )
Tesla, LVMH Earnings Show How China Impact Is Anyone’s Guess (bloomberg )
Consumer confidence climbs to 2-year high as U.S. inflation cools and the economy keeps growing (marketwatch )
BlackRock cites AI in upgrading U.S. stocks to overweight (marketwatch )
Alphabet earnings: What to expect from the Google parent company (marketwatch )
Microsoft earnings: What to expect from Azure, Office and — of course — AI (marketwatch )
Earnings Season Needs the Rest of the Magnificent Seven to Ride In (barrons )
Why analysts say the Fed risks clogging the financial plumbing without a policy change (marketwatch )
China’s Economic Problems Drag On. Stocks Could Jump. (barrons )
Billionaire Sternlicht Sees $1 Trillion Loss in Office Values (bloomberg )
Citadel’s Ken Griffin says the economy looks ‘pretty damn good right now’ (cnbc )
Steve Cohen, John Henry Group Set to Invest Billions in PGA Tour (wsj )
Plummeting Inflation Raises New Risk for Fed: Rising Real Interest Rates (wsj )
Traders Line Up for ‘Once-in-a-Generation’ Emerging Markets Bet (bloomberg )
Why Shari Redstone Is Ready to Surrender Her Media Empire (bloomberg )
Hedge Funds, Asset Managers Take Opposite Yen Bets Amid BOJ Talk (bloomberg )
Fed decision: Powell will keep door open for first interest rate cut in March (marketwatch )
Japan’s SoftBank concludes run as Alibaba’s biggest shareholder, drawing to a close one of the most successful internet deals in China (scmp )
Jack Ma becomes Alibaba’s largest shareholder after acquiring more of its slumping shares (technode )
Alibaba shares boosted by Jack Ma and Joe Tsai buying $200 million worth of stock (technode )
A quick chart six-pack (scottgrannis )
2024 Land Rover Defender 130: A Brawny British Charmer (wsj )
Stock investors pile into China equity funds in ‘world’s most enticing contrarian’ long trade (marketwatch )
Biotech’s First IPO of 2024 Popped 96%. Good Times Could Be Ahead for the Stocks. (barrons )
Ed Yardeni Says The Roaring Twenties May Be Back (bloomberg )
China’s Stimulus Could Boost These 6 Stocks (barrons )
How Enzo Ferrari Created The World’s Most Iconic Supercar Brand (maxim )
Fed’s Preferred Inflation Gauge Cools on Robust Spending (bloomberg )
As goes January, so goes the year? History shows U.S. stocks are set to continue climbing in 2024 after strong start. (marketwatch )
Even the rich and famous fall victim to this common investing mistake (marketwatch )
The dollar had a relatively strong start to 2024. Here’s why it’s unlikely to last. (marketwatch )
BMW Putting Humanoid Robots to Work in Its Factory (futurism )
This Cheap Dividend Stock Is 40% Undervalued and Yields Nearly 6% (morningstar )
10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar )
Wall Street is counting on Treasury’s borrowing needs to trend lower between now and June (marketwatch )
This Is What a $10 Million Vacation Looks Like (wsj )
How To Plan An Unforgettable Peruvian Getaway (maxim )
Fauchon’s 5-Star Paris Hotel is a Temple of Fine Food and Drink (maxim )
LNG Exports Shouldn’t Be the Next Keystone Campaign (bloomberg )
Why Wall Street no longer fears sprawling impact from the weight loss drug craze (yahoo )
Should I Buy China Shares Now? All You Need to Know After $6 Trillion Rout (bloomberg )
China Signals More Targeted Stimulus to Come (bloomberg )
AI Needs So Much Power That Old Coal Plants Are Sticking Around (bloomberg )
Intel Gives Muted Outlook Even as PC Recovery Lifts Sales (wsj )
GDP Growth Surged in Fourth Quarter for Strong Finish to 2023 (barrons )
China Stocks Are World’s ‘Best Value Proposition’ to Gavekal (bloomberg )
Airlines Can Complain About Boeing All They Want. Why It Doesn’t Matter. (barrons )
Here are 3 things investors need to know about how the Fed might roll back quantitative tightening (marketwatch )
U.S. initial jobless claims up 25,000 to 214,000 in latest week (marketwatch )
Insurers Rake In Profits as Customers’ Premiums Soar (wsj )
China Moves to Boost Bank Lending in Broad Effort to Prop Up Growth (wsj )
China property stocks jump as Beijing takes steps to boost liquidity in the beleaguered sector (cnbc )
5 reasons the stock market rally will broaden in 2024, according to forecaster who nailed 2023’s surge (businessinsider )
China wants domestic investors to stop buying so much foreign stock (businessinsider )
Chinese retail investors hit by big losses in ‘snowball’ derivatives (ft )
Fintech giant Ant Group sets up AI unit led by former Google researcher (scmp )
Hong Kong stocks recoup US$400 billion, China plans to restore market confidence (scmp )
Fairlead’s Katie Stockton charts the next move for small caps (cnbc )
3M CEO on earnings: We expect a successful 2024 (cnbc )
Alibaba Gains as Jack Ma, Joe Tsai Buy $200 Million in Stock (bloomberg )
Cramer’s Mad Dash: 3M (cnbc )
China Weighs Stock Market Rescue Package Backed by $278 Billion (bloomberg )
Small-cap stocks had a rough start to 2024 — but could shine the rest of this year, says stock market’s biggest bull (marketwatch )
China ETFs jump after report Beijing may support its stock market (marketwatch )
China Appears to Backpedal From Video Game Crackdown (nytimes )
China reportedly exploring launch of stabilization fund to shore up battered stock market, analyst says it’s ‘necessary’ (streetinsider )
Chinese stocks soar as Premier Li Qiang calls for ‘forceful’ steps to end rout (scmp )
Small-Cap Stocks Look Like Winners. It’s Time to Buy (barrons )
Why China Is Considering Rarely Used Special Bonds to Stimulate Its Economy (bloomberg )
Bill Gross: Fed Should Stop QT and Lower Rates (bloomberg )
Expect U.S. stocks to tack on another 5% before the next pullback, veteran Wall Street strategist says (marketwatch )
Dollar Longs Are Steadily Throwing The Towel In (zerohedge )
MrBeast reveals he made $250,000 from X video (bbc )
Votes for Sale! A Startup Is Letting Shareholders Sell Their Proxies (wsj )
The 20-Year-Old Amateur Who Just Eclipsed Tiger Woods and Phil Mickelson (wsj )
Gucci Owner Buys Manhattan Building for $963 Million (bloomberg )
How One Debt-Laden Company Could Create a Storm for Private Jets (wsj )
Margins will be the key driver of S&P 500 ROE in 2024 – Goldman (streetinsider )
Exclusive: China moves to support yuan (reuters )
Alibaba’s online flea market Xianyu launches bricks-and-mortar store in China in latest innovation (scmp )
The Fed has to start cutting rates to avoid tipping the economy over, and 8 cuts are coming in the next 2 years, Bank of America chief Brian Moynihan says (businessinsider )
Here’s when Morgan Stanley thinks the Fed will likely start tapering QT (streetinsider )
Chinese buyers return to Hong Kong’s luxury property market as activity picks up (scmp )
Companies rush to bond market in record $150bn debt splurge (ft )
I Rented a Tesla for a 1,600-Mile Road Trip. I’ll Think Twice Next Time. (barrons )
S., Arab Allies Push Hostage-Release Plan Aimed at Ending Israel-Hamas War (wsj )
Two important events this week could determine the future of Fed rate policy (cnbc )
A bearish signal is flashing for the market’s hottest stocks – and it shows there’s a can’t-miss opportunity brewing for investors, RBA says (businessinsider )
These are the 30 best investments to make now as US stocks rally to record highs, according to bullish strategists at 3 large investment firms (businessinsider )
4 for ’24: Year Ahead Outlook (rba )
Regional banks pullback is what we’ve been waiting for, says Jim Cramer (cnbc )
S&P Earnings Estimates (Morgan Stanley )
S&P Net Profit Margin (Goldman Sachs )
The Cavalry Comes To Mainland Market’s Rescue, Week in Review (chinalastnight )
American consumers haven’t been this upbeat about the economy since 2021 (businessinsider )
