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Shanghai rolls out measures to bolster equity investment, tech innovation (scmp )
Berkshire Hathaway Takes Occidental Stake to 34% (barrons )
PayPal Stock Has Been Suffering. What Its New CEO Should Do Next. (barrons )
Ellison’s Skydance Eyes Deal for Paramount Parent National Amusements: WSJ (barrons )
Hertz to sell 20,000 electric vehicles as demand for traditional cars remains strong (ft )
US-China Greenshoots, Does Peak Pessimism + Poor Positioning = Rally? (chinalastnight )
Consumer prices rose 0.3% in December, higher than expected, pushing the annual rate to 3.4% (cnbc )
How KFC won over China (cnbc )
Jim Cramer talks banks ahead of earnings season kick off (cnbc )
China’s Chip Output May Double in Five Years, Barclays Says (bloomberg )
Can This CEO Save a Sneaker That Lost Its Cool? (wsj )
Comcast, Atlanta Braves, and 3 Other Forgotten Value Stocks With Potential to Grow (barrons )
Stocks headed to the moon if Yellen whips out a surprise this month, says Nomura strategist (marketwatch )
Natural Gas Prices Are Volatile Amid Cold Weather and Red Sea Attacks (barrons )
US Inflation Is Set to Fade in 2024 as Goods Prices Keep Falling (bloomberg )
Is America’s Ultra-Processed Diet That Bad? Big Food Fights Back (wsj )
China Credit Woes Ease as Big Borrowers Reveal Payment Plans (bloomberg )
Use market pullbacks to buy stocks – Goldman Sachs (streetinsider )
US and Chinese military officials hold first talks since 2021 (ft )
Chinese companies resort to repurposing Nvidia gaming chips for AI (ft )
iPhone Survives 16,000-Foot Fall From Alaska Air Flight (bloomberg )
BABA, TENCENT & Others Reportedly Shift Chip Order to Huawei, Instead of Buying Throttled Nvidia Chips (aastocks )
CES 2024: Chinese tech giants Alibaba, ByteDance lead China’s return to premier consumer electronics show in Las Vegas (scmp )
Midcap Stocks Are Often Ignored. They Shouldn’t Be. (wsj )
Top Goldman Sachs analyst says the world is moving into a new super cycle (cnbc )
Wall Street’s most celebrated bear is not a bull yet. Here’s Mike Wilson’s stock-market playbook for three economic scenarios. (marketwatch )
Wall Street Doubles Down on Bonds (wsj )
Newell Brands to Cut 7% of Office Roles, Reduce Footprint (wsj )
3M to freeze pensions for non-union employees (marketwatch )
CES Is Back. AI Will Take Center Stage at Tech’s Big Showcase. (barrons )
Beware the Depopulation Bomb (barrons )
Need Manufacturing Stocks for 2024? Here Are 16 Wall Street Favorites. (barrons )
2 Ugly Stocks With Upside—and 6% Yields (barrons )
Axonics Stock Soars. It’s Being Acquired by Boston Scientific in $3.7 Billion Deal. (barrons )
Goldman Sachs sets FTSE 100 target as it says British underperformance will end (marketwatch )
The Stock Rally Has Stalled. Now Comes Earnings Season (wsj )
Nvidia’s New China Pickle: Customers Don’t Want Its Downgraded Chips (wsj )
“Largest Selling Since Mid-October”: Hedge Funds, Long-Onlies Resume Dumping Tech Stocks At Furious Pace (zerohedge )
China seeks to ease video game industry’s fears of another crackdown (ft )
Unloved healthcare stocks draw investors despite US election risks (reuters )
Alipay gets approval for operating without controller (technode )
Alibaba News Roundup: Share Buyback Update; Ant Improves Governance; McDonald’s China Joins Forces With Cainiao (alizila )
“When Gretzky was young, he sat in front of the TV watching NHL games every night during the season. In his lap, he held a blank piece of paper and a pencil, and as he watched, he’d slowly start to trace. He wouldn’t look down at the doodle, just at the screen, but as the puck moved, his pencil followed. He was charting the path of the puck, for the entire game, with constant loops and zigzags. At the end of each period, Gretzky would look down and study the movement.” (inc )
‘Barron’s Roundtable’ honors Carleton English in her final show (foxbusiness )
Just how strong was Friday’s jobs report? (ft )
US Services Growth Slows Sharply: ISM (tradingeconomics )
US Factory Orders Rise More than Expected (tradingeconomics )
Ken Langone Just Invested $3 Million in This Struggling Green Stock (barrons )
Short sellers lost $195 billion in 2023 bets against US, Canadian stocks -S3 (reuters )
Citi targets China investment bank unit launch, 30 new hires by end 2024-source (reuters )
Here are 10 of Morningstar’s top undervalued stocks (thestreet )
Millions of Chinese have embraced skiing (economist )
This Barely Driven, Ultra-Rare McLaren Could Fetch $2.5 Million at Auction (robbreport )
Here’s How Much The Ferraris In ‘Ferrari’ Are Actually Worth (maxim )
Why AI will spark exponential economic growth (ted )
Brad Jacobs Has Plans For a New Multi-Billion Dollar Venture (bloomberg )
The Best Private Jet Cards and Membership Programs (worth )
China Pledges Rapid, Sustainable Credit Growth Through 2024 (bloomberg )
Goldman Says S&P 500 Earnings Forecast Could Rise Further (bloomberg )
33 Undervalued Stocks (morningstar )
A failed Santa Claus rally dashes hope for a ‘January Trifecta’ – but stocks are still in shape for gains in 2024 (businessinsider )
China Weighs Ending Freeze on Boeing With 737 Max Deal in US (bloomberg )
US Recession Not Imminent in the Jobs Data: BlackRock’s Rieder (bloomberg )
Market expert Kevin Mahn predicts 2024 will be an ‘expansion of the rally’ (foxbusiness )
At The Money: Contrarian Investing (bloomberg )
Here Are the Key Takeaways From the US Jobs Report for December (bloomberg )
The Month That Labor Markets Fell Apart (thestreet )
Stock Bears Retreat as Soft Landing Gains Credence: Markets Wrap (bloomberg )
Historic UAW Pay Gains Provided Lift to US Wage Data in December (bloomberg )
The Power Grid Is Changing. What It Means for Utility Stocks—and Your Electricity Bill. (barrons )
Retail Stocks Are Starting 2024 in a Slump. Why That Might Not Last. (barrons )
Comcast, Atlanta Braves, and 3 Other Forgotten Value Stocks With Potential to Grow (barrons )
Beaten-down sectors in U.S. stock market last year get some revenge in the first week of 2024 (marketwatch )
‘Big Short’ predictor Michael Burry clams up after doomsday prophecies never panned out (nypost )
How the 2023 ‘everything rally’ is unwinding in the new year (marketwatch )
Amazon’s stock could be helped by this secret weapon in 2024, BofA says (marketwatch )
Stocks’ Bad Start to 2024 Has Forecasters on Edge (wsj )
Department of Justice edges toward antitrust case vs. Apple: report (marketwatch )
These two bank stocks shine as the industry gets closer to turning a corner (marketwatch )
Goldman Sachs and 2 Other Bank Stocks That Could Get an Earnings Boost (barrons )
Buy These 5 Stocks to Play the Small-Cap Rally (barrons )
Southwestern, Chesapeake Near $17 Billion Merger (wsj )
Why MrBeast Is Rebuffing Elon Musk (wsj )
Top Stock Pickers Seek Gains in China Energy, Japan Real Estate (bloomberg )
A compact crossover is coming for America’s pickup trucks. Here are the top-selling cars of 2023 (cnbc )
Chinese Stock Indicator With 100% Success Rate Is Flashing Buy (bloomberg )
Berkshire Buys More Liberty SiriusXM Tracking Stock (barrons )
As Disney Beats Back Activist Investors, Its Future Looks Brighter (barrons )
The Job Market Is Resilient, With Surprising Strength in Hiring, Wages (barrons )
The Future Is Bright if You Know Where to Look (wsj )
China’s Military Shake-Up Raises Questions About Combat Readiness (wsj )
Health Insurers Invest in Digital to Boost Drug-by-Mail Delivery (wsj )
FDA to Allow Florida to Import Prescription Drugs From Canada (wsj )
Warehouse Availability Surges to Highest Level Since the Pandemic (wsj )
Finding a New Job Is Getting Harder (wsj )
Stock Bears Retreat as Soft Landing Gains Credence: Markets Wrap (bloomberg )
BofA says cash had largest weekly inflow in 10 months (streetinsider )
U.S. Auto Sales Bounced Back in 2023 (wsj )
JPMorgan’s Liu is undeterred. While clients might prefer “something concrete” from Chinese policymakers to justify snapping up undervalued shares, she said that from her experience “the best buying opportunity is when there are no catalysts.” (ft )
Singapore hedge fund eyes ‘big upside’ in Chinese stocks after four-year slump (scmp )
Investment bankers are watching these 6 signals as they pray for an M&A rebound in 2024 (businessinsider )
Suppliers said they were drowning in unsold inventory and were questioning whether dealing with Shein and Temu would be sustainable in the long run. (wsj )
Fed Minutes Suggest Rate Hikes Are Over, but Offer No Timetable on Cuts (wsj )
Buy GM Stock to Play the EV Strategy and Falling Rates, Says Analyst (barrons )
Online holiday spending reaches record $222B, driven by buy now, pay later options (foxbusiness )
Fed officials in December saw rate cuts likely, but path highly uncertain, minutes show (cnbc )
Walgreens Just Slashed Its Dividend. Its Stock Is Rising. (barrons )
Stock market fails to stage a ‘Santa Claus rally’ in rough start to 2024 (marketwatch )
Here’s what’s been keeping a lid on oil prices despite risks of a wider war in the Middle East (marketwatch )
Office-loan delinquencies hit 5-year high in 2023 and likely will rise even higher, Moody’s says (marketwatch )
New Yorkers waiting an hour in the cold for $10, TikTok-famous hot chocolate (nypost )
Tencent Buybacks Hit Record as China Watchdog Roiled Markets (bloomberg )
Private payrolls added 164,000 in December, beating expectations, ADP says (cnbc )
Alibaba’s Lazada cuts staff across Southeast Asia in fresh round of layoffs (cnbc )
Alibaba “has a massive base to work from in terms of customers and data, and that is a treasure trove of any AI operation. They still have some amazing minds in the organization,” former executive Wong said. (cnbc )
What happened to EVs? (businessinsider )
7 business leaders reveal how their companies are embracing AI in 2024 (businessinsider )
The Hidden Force Pushing Mortgage Rates Down (wsj )
The Hero Maniac Who Played 580 Rounds of Golf in One Year (wsj )
PBOC Steps Up Real Estate Support, Game Over for Gaming Officials as Tencent & NetEase Rally (chinalastnight )
M Stanley: TENCENT (00700.HK) Sees 3 Catalysts, Meaning Opportunity to Build Positions (aastocks )
Piper Sandler’s Scott Siefers previews bank stocks ahead of earnings season (cnbc )
Natural gas can have a ‘rally at any moment’ during winter season: Skylar Capital’s Bill Perkins (cnbc )
China Services Sector Expands in December, Private Survey Shows (bloomberg )
Fed’s Barkin Says Soft Landing Looks More Likely, But Not Inevitable (bloomberg )
China’s Commodities Demand Remains Resilient Despite Factory Slump (bloomberg )
Disney Stock Rises on Deal to Share Information With Activist Investor (barrons )
There’s a meaningful momentum shift in the financial sector, says Katie Stockton (cnbc )
Apple Downgrades Are Piling Up. The Latest One Hit the Stock Harder. (barrons )
Alibaba’s Stock Buybacks Rise in 4th Quarter to $2.9 Billion; Investors Want to See More (barrons )
Poor Charlie’s Almanack (stripe )
Home Builders’ Stocks Soared in 2023. Brace for a Dip. (barrons )
How December Fed minutes could shake up investors’ rate-cut expectations (marketwatch )
Value Stocks Shine in Year’s First Trading Day in Big Reversal From 2023 (barrons )
Britain’s Economy Is ‘Not Working.’ Here Are 2 Key Reasons. (nytimes )
It Takes at Least 200 Hours to Make a Close Friend, and More to Maintain It (wsj )
Job openings slide to 32-month low as U.S. hiring boom fades (marketwatch )
Manhattan Home Prices Rise in Early Sign of a Market Rebound (bloomberg )
ISM Manufacturing Contracts For 14th Straight Month, New Orders Sink (zerohedge )
Analysts are increasingly bullish on Amazon stock for 2024. Here’s why (streetinsider )
US auto sales likely jumped in 2023 (reuters )
US companies dive into convertible debt to hold down interest costs (ft )
Mike Mayo ❤️ Citi (ft )
Top 5 E-Commerce Trends To Watch In 2024 (alizila )
Sanctioned Chinese companies, shunned by foreign funds, are top picks and winners at local funds (scmp )
Cheap China Stocks Lure Investors Who See 60% Slump as Rock Bottom (bloomberg )
Investing for Growth Future Review Alibaba’s 5 Major Themes (alibabanews )
Macau’s Casino Hub Revival Holds Up (bloomberg )
45 Years And There Is Only One Joe Steinberg (jeffries )
Carmakers Are Drowning in Cash (wsj )
Moderna Stock Starts 2024 With an Upgrade After a Terrible Year. Here’s Why. (barrons )
Optimism Abounds on Wall Street This New Year (wsj )
Shale Is Keeping the World Awash With Oil as Conflicts Abound (wsj )
Why Short Sellers Are Targeting Struggling EV Companies (wsj )
China Is Pressing Women to Have More Babies. Many Are Saying No. (wsj )
Japanese Investors Return to Overseas Real Estate With Lessons Learned From the 1990s (wsj )
You’re Probably Still Eating Too Much Sugar (wsj )
How China Manages Its Currency—and Why That Matters (wsj )
China New Year Holiday Travelers Reach Pre-Covid Levels (bloomberg )
China Injects $50 Billion Into Policy Banks in Stimulus Push (bloomberg )
Nvidia’s China Customers to Get Hobbled Version of Gaming Chip (bloomberg )
Oil prices rise as Iranian warship enters Red Sea after U.S. destroys Houthi boats (cnbc )
Opinion: ‘Smidcap’ companies are becoming a big deal. Here’s a look at some of the best. (marketwatch )
Chinese video gaming official steps down after video gaming rout, sources say (scmp )
Lee Trevino reveals the secret to ‘the best chipper I’ve ever seen’ (golfdigest )
Alibaba Cloud looks to spur growth via a shift from government clients to public cloud services: report (technode )
China’s chip-making equipment imports from the Netherlands surge tenfold in value in November: report (technode )
Taobao aligns refund rules with Pinduoduo in attempt to draw in users (technode )
Serious Medical Errors Rose After Private Equity Firms Bought Hospitals (nytimes )
11 Charts That Explain the Year in Business, Technology and the Economy (nytimes )
DJIA and NASDAQ Best on First Trading Day of New Year (almanactrader )
How To Lose Nearly $20 Billion: Inside The Fall Of Dish Network’s Charles Ergen And His Latest Attempt To Battle Back (forbes )
How China talked markets out of a run on the yuan (reuters )
The 50 Greatest Luxury Hotel Suites in the World (robbreport )
The 27 Most Beautiful New Restaurants in America in 2023 (robbreport )
This New 8-Night Road Trip Through the Italian Countryside Was Inspired by the ‘Ferrari’ Movie (robbreport )
Why 2024 could be one of Tiger’s most compelling years (mygolfspy.com )
Taylor Swift, Kim Kardashian built billion-dollar business empires (foxbusiness )
Where to Go in 2024 (townandcountry )
Monetary policy and economic overview at year end (scottgrannis )
Alibaba’s Top 10 Highlights of 2023 (alizila )
