Be in the know. 5 key reads for Monday…

  1. Plummeting Inflation Raises New Risk for Fed: Rising Real Interest Rates (wsj)
  2. Traders Line Up for ‘Once-in-a-Generation’ Emerging Markets Bet (bloomberg)
  3. Why Shari Redstone Is Ready to Surrender Her Media Empire (bloomberg)
  4. Hedge Funds, Asset Managers Take Opposite Yen Bets Amid BOJ Talk (bloomberg)
  5. Fed decision: Powell will keep door open for first interest rate cut in March (marketwatch)

Be in the know. 5 key reads for Sunday…

  1. Japan’s SoftBank concludes run as Alibaba’s biggest shareholder, drawing to a close one of the most successful internet deals in China (scmp)
  2. Jack Ma becomes Alibaba’s largest shareholder after acquiring more of its slumping shares (technode)
  3. Alibaba shares boosted by Jack Ma and Joe Tsai buying $200 million worth of stock (technode)
  4. A quick chart six-pack (scottgrannis)
  5. 2024 Land Rover Defender 130: A Brawny British Charmer (wsj)

Be in the know. 17 key reads for Saturday…

  1. Stock investors pile into China equity funds in ‘world’s most enticing contrarian’ long trade (marketwatch)
  2. Biotech’s First IPO of 2024 Popped 96%. Good Times Could Be Ahead for the Stocks. (barrons)
  3. Ed Yardeni Says The Roaring Twenties May Be Back (bloomberg)
  4. China’s Stimulus Could Boost These 6 Stocks (barrons)
  5. How Enzo Ferrari Created The World’s Most Iconic Supercar Brand (maxim)
  6. Fed’s Preferred Inflation Gauge Cools on Robust Spending (bloomberg)
  7. As goes January, so goes the year? History shows U.S. stocks are set to continue climbing in 2024 after strong start. (marketwatch)
  8. Even the rich and famous fall victim to this common investing mistake (marketwatch)
  9. The dollar had a relatively strong start to 2024. Here’s why it’s unlikely to last. (marketwatch)
  10. BMW Putting Humanoid Robots to Work in Its Factory (futurism)
  11. This Cheap Dividend Stock Is 40% Undervalued and Yields Nearly 6% (morningstar)
  12. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  13. Wall Street is counting on Treasury’s borrowing needs to trend lower between now and June (marketwatch)
  14. This Is What a $10 Million Vacation Looks Like (wsj)
  15. How To Plan An Unforgettable Peruvian Getaway (maxim)
  16. Fauchon’s 5-Star Paris Hotel is a Temple of Fine Food and Drink (maxim)
  17. LNG Exports Shouldn’t Be the Next Keystone Campaign (bloomberg)

Be in the know. 5 key reads for Friday…

  1. Why Wall Street no longer fears sprawling impact from the weight loss drug craze (yahoo)
  2. Should I Buy China Shares Now? All You Need to Know After $6 Trillion Rout (bloomberg)
  3. China Signals More Targeted Stimulus to Come (bloomberg)
  4. AI Needs So Much Power That Old Coal Plants Are Sticking Around (bloomberg)
  5. Intel Gives Muted Outlook Even as PC Recovery Lifts Sales (wsj)

Be in the know. 14 key reads for Thursday…

  1. GDP Growth Surged in Fourth Quarter for Strong Finish to 2023 (barrons)
  2. China Stocks Are World’s ‘Best Value Proposition’ to Gavekal (bloomberg)
  3. Airlines Can Complain About Boeing All They Want. Why It Doesn’t Matter. (barrons)
  4. Here are 3 things investors need to know about how the Fed might roll back quantitative tightening (marketwatch)
  5. U.S. initial jobless claims up 25,000 to 214,000 in latest week (marketwatch)
  6. Insurers Rake In Profits as Customers’ Premiums Soar (wsj)
  7. China Moves to Boost Bank Lending in Broad Effort to Prop Up Growth (wsj)
  8. China property stocks jump as Beijing takes steps to boost liquidity in the beleaguered sector (cnbc)
  9. 5 reasons the stock market rally will broaden in 2024, according to forecaster who nailed 2023’s surge (businessinsider)
  10. China wants domestic investors to stop buying so much foreign stock (businessinsider)
  11. Chinese retail investors hit by big losses in ‘snowball’ derivatives (ft)
  12. Fintech giant Ant Group sets up AI unit led by former Google researcher (scmp)
  13. Hong Kong stocks recoup US$400 billion, China plans to restore market confidence (scmp)
  14. Fairlead’s Katie Stockton charts the next move for small caps (cnbc)

Be int he know. 10 key reads for Wednesday…

  1. 3M CEO on earnings: We expect a successful 2024 (cnbc)
  2. Alibaba Gains as Jack Ma, Joe Tsai Buy $200 Million in Stock (bloomberg)
  3. Cramer’s Mad Dash: 3M (cnbc)
  4. China Weighs Stock Market Rescue Package Backed by $278 Billion (bloomberg)
  5. Small-cap stocks had a rough start to 2024 — but could shine the rest of this year, says stock market’s biggest bull (marketwatch)
  6. China ETFs jump after report Beijing may support its stock market (marketwatch)
  7. China Appears to Backpedal From Video Game Crackdown (nytimes)
  8. China reportedly exploring launch of stabilization fund to shore up battered stock market, analyst says it’s ‘necessary’ (streetinsider)
  9. Chinese stocks soar as Premier Li Qiang calls for ‘forceful’ steps to end rout (scmp)
  10. Small-Cap Stocks Look Like Winners. It’s Time to Buy (barrons)

Be in the know. 12 key reads for Tuesday…

  1. Why China Is Considering Rarely Used Special Bonds to Stimulate Its Economy (bloomberg)
  2. Bill Gross: Fed Should Stop QT and Lower Rates (bloomberg)
  3. Expect U.S. stocks to tack on another 5% before the next pullback, veteran Wall Street strategist says (marketwatch)
  4. Dollar Longs Are Steadily Throwing The Towel In (zerohedge)
  5. MrBeast reveals he made $250,000 from X video (bbc)
  6. Votes for Sale! A Startup Is Letting Shareholders Sell Their Proxies (wsj)
  7. The 20-Year-Old Amateur Who Just Eclipsed Tiger Woods and Phil Mickelson (wsj)
  8. Gucci Owner Buys Manhattan Building for $963 Million (bloomberg)
  9. How One Debt-Laden Company Could Create a Storm for Private Jets (wsj)
  10. Margins will be the key driver of S&P 500 ROE in 2024 – Goldman (streetinsider)
  11. Exclusive: China moves to support yuan (reuters)
  12. Alibaba’s online flea market Xianyu launches bricks-and-mortar store in China in latest innovation (scmp)

Be in the know. 15 key reads for Monday

  1. 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)
  2. Here’s when Morgan Stanley thinks the Fed will likely start tapering QT (streetinsider)
  3. Chinese buyers return to Hong Kong’s luxury property market as activity picks up (scmp)
  4. Companies rush to bond market in record $150bn debt splurge (ft)
  5. I Rented a Tesla for a 1,600-Mile Road Trip. I’ll Think Twice Next Time. (barrons)
  6. S., Arab Allies Push Hostage-Release Plan Aimed at Ending Israel-Hamas War (wsj)
  7. Two important events this week could determine the future of Fed rate policy (cnbc)
  8. 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)
  9. 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)
  10. 4 for ’24: Year Ahead Outlook (rba)
  11. Regional banks pullback is what we’ve been waiting for, says Jim Cramer (cnbc)
  12. S&P Earnings Estimates (Morgan Stanley)
  13. S&P Net Profit Margin (Goldman Sachs)
  14. The Cavalry Comes To Mainland Market’s Rescue, Week in Review (chinalastnight)
  15. American consumers haven’t been this upbeat about the economy since 2021 (businessinsider)

Be in the know. 15 key reads for Sunday…

  1. Charlie Munger – Daily Journal Corp. (holdings)
  2. 2024 Performance Car of the Year (roadandtrack)
  3. Weekly Leading Economic Index (advisorperspectives)
  4. Alibaba Platforms Fuel $66B in U.S. Product Sales, Spurring Job Growth (alizila)
  5. Econ Battle Zone: Disinflation Confrontation (npr)
  6. The Top 20 Landowners In America According To A New Report (forbes)
  7. 15 Best Dividend Stocks to Buy for 2024 (usnews)
  8. CT’s top pizza restaurants of 2024, according to Connecticut Magazine (Connecticut Magazine)
  9. The Car Dealership Billionaire No One Knows (forbes)
  10. Be Patient: Zuckerberg’s Big New AI Bet Won’t Revolutionize Your Life Anytime Soon (cnet)
  11. The ‘Seinfeld’ Double-Dip Is Exactly as Gross as It Seems, According to Science (mentalfloss)
  12. This Is What’s Driving the Big Surge in US Oil Production (bloomberg)
  13. Rory McIlroy avenges last week’s loss, blitzes field over weekend to cruise to fourth Dubai title (golfdigest)
  14. Economic slowdown on top of lower inflation begs for major adjustments (scottgrannis)
  15. Maserati almost couldn’t let go of this early MC12 (classicdriver)

Be in the know. 30 key reads for Saturday…

  1. WATCH: Tom Hayes – Cheddar News TV Appearance – from 10/17/2022 (cheddar)
  2. “One year after hitting new highs, the index has risen 13 out of 14 times by a median of 13% in that span.” (bloomberg)
  3. 18 of the Best Stocks and ETFs to Buy Based on 2024 Expert Forecasts (morningstar)
  4. Dow, S&P 500 Mark Record Highs. Tech Extends Rally. (barrons)
  5. Stock buybacks could rebound this earnings season (cnn)
  6. Warren Buffett Tells Citi CEO to Continue Overhaul, Reuters Says (bloomberg)
  7. Citi could be a stock that Wall Street’s unfairly given up on, says Oakmark’s Bill Nygren (cnbc)
  8. The Stock Market Just Hit a Record High. 27 Picks for the Year Ahead, From Our Roundtable Pros. (barrons)
  9. Peter Lynch Investing Quotes (dgi)
  10. BP Stock Has Been Ignored for Too Long. It’s Time to Buy. (barrons)
  11. Tilray Stock Is Slumping. CEO Irwin Simon Bought Up Shares. (barrons)
  12. Inside One Of The World’s Greatest Private Ferrari Collections (maxim)
  13. Oil traders aren’t panicking over Middle East shipping attacks. Here’s why (marketwatch)
  14. Is AI hype starting to fade? Companies are poised to turn the talk into action in 2024, says Deutsche Bank. (marketwatch)
  15. The Stock Market Doesn’t Care About the Slow Start to Earnings Season (barrons)
  16. How the Stock Market Forgot the Fed and Hit a New Record (barrons)
  17. Freshpet, Tilly’s, and More Stocks See Action From Activist Investors (barrons)
  18. Small-Cap Stocks Are Super Cheap Again. 7 Picks From Citi. (barrons)
  19. Americans Are Suddenly a Lot More Upbeat About the Economy (wsj)
  20. Fed to Begin Rate Cut Discussions But Avoid Teeing First One Up (bloomberg)
  21. American Express CEO says spending is strong, delinquencies are down from 2019 (cnbc)
  22. See the Full List of Golden Globes Winners 2024 (vanityfair)
  23. Emmys 2024: See All the Winners Here (vanityfair)
  24. Fireside Chat with Dr. John C. Malone (youtube)
  25. Nelson Peltz: Disney board has underperformed the S&P 500 ‘on every measure’ (cnbc)
  26. Li Lu, The ‘Chinese Warren Buffett’ Remembers His Friend And Mentor Charlie Munger (yahoo)
  27. The 10 Best Dividend Stocks (morningstar)
  28. Global Elites Suddenly Starting to Fear AI (futurism)
  29. The Ultimate Range Rover Road Trip Through California Wine Country: Part II (maxim)
  30. Political Consultant Garrett Ventry Reveals The Secret To Being An Effective Power Broker (maxim)