Be in the know. 11 key reads for New Years Eve…

  1. ‘Have no fear’: Financial expert expect markets to rally in 2025 (foxbusiness)
  2. China’s Factory Activity Expands Again as Economy Stabilizes (bloomberg)
  3. Hong Kong stocks head for 2024 gain after 4 straight years of losses (scmp)
  4. Chinese Stocks Head for First Yearly Advance Since Pandemic (bloomberg)
  5. S&P 500: A ‘reversion’ trade will occur in 1Q25, Raymond James says (investing)
  6. 10-year Treasury yield logs sharpest drop in a month to kick off holiday-shortened week (marketwatch)
  7. 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
  8. Natural-gas prices see biggest jump in nearly 3 years, leading oil higher (marketwatch)
  9. Shale Is Plateauing. Oil Only Has One Place Left to Grow. (barrons)
  10. How a $12.98 T-Shirt Is Made in America—at a Profit (wsj)
  11. Drug Middlemen Spared by Trump and Musk, for Now (wsj)

Be in the know. 16 key reads for Monday…

  1. US new vehicle sales set to rise 7.3% in December, report says. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 17.2 million units, up 1.1 million units. (reuters)
  2. Doctors Say AI Is Introducing Slop Into Patient Care (gizmodo)
  3. The Happy Gilmore 2 trailer just dropped! Let’s analyze his golf swing (golfdigest)
  4. Investing pros think these stock-market losers are set to rebound in 2025 (marketwatch)
  5. What Boeing Investors Should Know About Jeju Flight 2216 (barrons)
  6. Discounts on the Dealership Lot Lift Car Sales (wsj)
  7. US Futures Drop 1% as Tech Rally Fades at Year-End (bloomberg)
  8. Natural Gas Prices Jump on Cold Weather Forecasts (wsj)
  9. Albemarle Stock Got Crushed. Why We’re Standing By Our Pick. (barrons)
  10. Buybacks Aren’t Always Bullish. Here’s How to Know When They Are Worth It. (barrons)
  11. These Are The Most (And Least) Optimistic Countries About 2025 (zerohedge)
  12. Carlos Slim invested $1 billion in 2024 to supercharge oil bets (yahoo)
  13. US credit card defaults jump to highest level since 2010 (ft)
  14. Top Democrats warm to Musk’s US government cost-cutting mission (ft)
  15. China mandates 30% EVs in government fleets in boost for carmakers, net zero (scmp)
  16. S&P 500 could get close to 7,000 in the first half of next year, says Fundstrat’s Tom Lee (youtube)

 

Be in the know. 20 key reads for Sunday…

  1. Alibaba partners with South Korea’s E-Mart to launch e-commerce platform (technode)
  2. Holiday spending ‘clearly on track’ to reach record-breaking heights even as credit card debt strangles shoppers (nypost)
  3. OpenAI says it needs ‘more capital than we’d imagined’ as it details for-profit plan (nypost)
  4. Ready for Takeoff: Zipline Takes On Amazon in the Drone-Delivery Business (barrons)
  5. AI is Changing Oil Country—and Pumping Up Profits (barrons)
  6. Tech That Will Change Your Life in 2025 (wsj)
  7. What Your ‘Face Age’ Can Tell Doctors About Your Health (wsj)
  8. S. Shale Is Growing Old. That’s a Problem for Donald Trump’s Oil Plans. (wsj)
  9. Japan’s Nikkei index heads for best year-end close since 1989 (ft)
  10. Trump Steps Into Skilled-Work Visa Clash, Saying They’re ‘Great’ (bloomberg)
  11. China’s Record Dividend Payout Intensifies Pressure on the Yuan (bloomberg)
  12. Dollar Tree could drop some products if tariffs are enacted (foxbusiness)
  13. Warren Buffett: Stop Listening To Your Neighbor’s Stock-Tips (acquirersmultiple)
  14. Odd Lots Podcast: An Interview w/ Ariel Investments Founder John Rogers (youtube)
  15. You’re Invited to Wall Street’s Private Party. Say You’re Busy. (wsj)
  16. America Needs to Radically Rethink What It Means to Be Old (theatlantic)
  17. Wall St Week Ahead Trump’s first actions and job data to test market in January (reuters)
  18. The 27 Most Beautiful New Restaurants in 2024 (robbreport)
  19. de tomaso produces first P72 sports car with handcrafted carbon shell and buttermilk leather (designboom)
  20. The World’s First Crispr Drug Gets a Slow Start (wired)

Be in the know. 10 key reads for Saturday…

  1. The AI Boom May Be Too Good to Be True (wsj)
  2. The Celebrity Activist Investor Is Going Extinct (wsj)
  3. 3 Healthcare Stocks to Buy for a 2025 Rebound (barrons)
  4. Dutch Bros Is Coming After Starbucks. Drive-Throughs and Happy Workers Sell. (barrons)
  5. S. population hasn’t grown this fast in more than two decades (marketwatch)
  6. Why the Stock Market Could Gain Another 20% in 2025 (barrons)
  7. 2 Stock Picks for 2025 in 2024’s Only Losing Sector (barrons)
  8. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  9. Is the Upper East Side New York’s Hottest Restaurant Neighborhood? (bloomberg)
  10. Everything You Need to Know About the Original Chevy Camaro Z/28 (robbreport)

Be in the know. 10 key reads for Friday…

  1. China’s EV sales set to overtake traditional cars years ahead of west (ft)
  2. China Dividend ETF Flows Surge as Investors Shift From Bonds (bloomberg)
  3. I Never Felt Like This in China Before (nytimes)
  4. America’s Big Natural-Gas Footprint Is About to Get Even Bigger (wsj)
  5. Chart Master: The technicals on Dollar Tree (cnbc)
  6. Top golf courses to play during the winter (nypost)
  7. As Hollywood Struggles, the Region’s Economy Feels the Pain (nytimes)
  8. The U.S. Needs a Productivity Miracle. It Might Just Get One. (wsj)
  9. US drugstores vanish as pressures mount on business model (ft)
  10. DOGE doubles down on eliminating the government agency that’s cracking down on overdraft fees (businessinsider)

Be in the know. 20 key reads for Thursday…

  1. This (Alibaba) May Be the Cheapest E-Commerce Play on Earth. Shares Could Rise 50% in 2025. (barrons)
  2. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  3. On thin ice Trump trolls Trudeau by promising Canucks he’ll lower taxes if Canada becomes ’51st state’ — and backs hockey legend for PM (nypost)
  4. Two famed NYC eateries were just named among the ‘most legendary’ restaurants in the world (nypost)
  5. 15 Cheap Mid-Caps With Great Odds for Solid Growth (barrons)
  6. Healthcare Stocks Had a Dismal Year. Therein Lies Opportunity, Says This Analyst. (barrons)
  7. ‘Christmas miracle’ Barstool Sports founder Dave Portnoy gifts $60K to struggling pizzeria in impromptu deal (nypost)
  8. Wealthy New Yorkers are spending as much as $50K tipping people for the holidays (com)
  9. BOJ’s Ueda Avoids Giving Clear Hint on Chances of January Hike (bloomberg)
  10. China Seeks to Spur Growth by Giving Local Officials Bond Leeway (bloomberg)
  11. Quantum Computing Is Finally Here. But What Is It? (bloomberg)
  12. China’s Finance Ministry Vows Greater, Faster Spending in 2025 (bloomberg)
  13. ‘A truly remarkable breakthrough’: Google’s new quantum chip achieves accuracy milestone (nature)
  14. Nvidia sees ‘remarkable’ influx of retail investor dollars as traders flock to AI darling (cnbc)
  15. Disney’s CEO search is a top priority for Bob Iger in 2025. Here’s who’s in the running. (yahoofinance)
  16. Rand Paul’s Annual Festivus List Highlights Over One Trillion Dollars In Government Waste (zerohedge)
  17. Buffett talks mortality and philanthropy in surprise shareholder letter (foxbusiness)
  18. China steps up campaign for single people to date, marry and give birth (ft)
  19. Ant Group splits Alipay into two business units in latest restructuring move (scmp)
  20. “First, Support The Expansion Of Domestic Demand” (chinalastnight)

Be in the know. 5 key reads for Christmas…

  1. Japan corporate service inflation rises, bolsters BOJ rate-hike odds (reuters)
  2. Citic Securities sees room for the PBOC to cut rate, RRR (bloomberg)
  3. China’s Finance Ministry Vows Greater, Faster Spending in 2025 (bloomberg)
  4. Stock market’s December performance in balance as ‘Santa Claus rally’ begins (marketwatch)
  5. Nike has had a rocky year — here’s why a comeback will take time (cnbc)

Be in the know. 25 key reads for Christmas Eve…

  1. “First, Support The Expansion Of Domestic Demand” (chinalastnight)
  2. China to ramp up fiscal support for consumption next year (reuters)
  3. Santa Claus Is a Reality for Markets. How History Points to a Rally. (barrons)
  4. China Plans Special Bonds Amid Vows to Spend (bloomberg)
  5. Oz ‘the Wall Street Mentalist’ leaves ‘Squawk Box’ hosts speechless (cnbc)
  6. China Mulls Record $411 Billion Special Bonds, Reuters Says (bloomberg)
  7. Why the mysteries of corporate longevity matter to investors (ft)
  8. Portfolio manager names Chinese and European stocks promising ‘strong returns’ despite market uncertainty (cnbc)
  9. Why the ‘Dogs of the Dow’ Stocks Just Might Deliver in 2025 (barrons)
  10. Quantum Computing Is Finally Here. But What Is It? (bloomberg)
  11. ‘They don’t play’ Busted thieves baffled by ‘new laws’ in California that make shoplifting a felony, police video shows (nypost)
  12. After Years of Going Big, American Car Buyers Are Downsizing (wsj)
  13. Prime real estate Munich Re scoops up Park Avenue tower in $500M-plus deal to give slumping NYC office market a major boost (nypost)
  14. Cocaine for moody rats and climate-focused drag show-on-ice top Rand Paul’s annual ‘Festivus’ list of outrageous government waste (nypost)
  15. The Year of the Ugly Shoe: What’s Next for On, Deckers, and Crocs? (barrons)
  16. This contrarian investor says the tech bubble is getting scary. Here’s his game plan. (marketwatch)
  17. Did Elon Musk kill a bill blocking investments in China to help Tesla? (marketwatch)
  18. This may be why Trump is again calling to buy Greenland after eyeing Canada and Panama Canal (marketwatch)
  19. Insurance and Taxes Now Cost More Than Mortgages for Many Homeowners (com)
  20. Billionaire Brothers Turn $12,000 Loan Into Empire of Cheap Toys (bloomberg)
  21. Emerging Market Assets Advance in Final Push for 2024 Gains (bloomberg)
  22. Under Trump, Will Keystone XL Remain A Pipe Dream? (zerohedge)
  23. Nearly 2,000 American CEOs Quit In 2024, Setting New Record (zerohedge)
  24. How we fell out of love with dating apps (ft)
  25. Defaults on leveraged loans soar to highest in 4 years (ft)

Be in the know. 21 key reads for Monday…

  1. Chinese Investors Buy Record Amount of Hong Kong Stocks Via Link. “Alibaba, Bank of China were among the most bought shares” (bloomberg)
  2. BABA-W (09988.HK) Officially Launches Operations in Morocco, Marking 1st Stop in Africa (aastocks)
  3. Small-Cap Stocks Get Hit Again. Be Patient. “Wall Street analysts forecast profits for small-cap companies to increase 16% next year, ahead of the 15% growth analysts predict for larger companies. And, small caps are also significantly cheaper. The S&P 600 trades at 15 times next year’s profits, compared to 22 for the S&P 500.” (barrons)
  4. “A broad group of value stocks tracked by SentimenTrader senior analyst Jason Goepfert is near its lowest level versus growth in over two decades. The last time relative prices were at these levels in the early 2000s, value stocks went on to outperform growth over the coming years.” (barrons)
  5. Disneyland places restriction on popular holiday item, as demand soars (foxbusiness)
  6. Here are the year’s losing stocks that could see a big rebound in early 2025 (marketwatch)
  7. There might be a bullish story underway for materials stocks in 2025 (marketwatch)
  8. Wall Street’s IPO Engine Picked Up in 2024 (barrons)
  9. These 2 Plastics Stocks Just Saw Big Insider Buys (barrons)
  10. These Are the Wildest, Weirdest Stock-Market Prices We’ve Ever Seen (wsj)
  11. The Investing Cult Fueling MicroStrategy’s Ascent: ‘Have Fun Staying Poor’ (wsj)
  12. Raimondo Says Holding Back China in Chips Race Is a ‘Fool’s Errand’ (wsj)
  13. Estée Lauder Says It Spent $366 Million on Restructuring So Far (wsj)
  14. Charlie Woods nails his first hole-in-one, shares huge hug with dad Tiger in wild PNC Championship moment (nypost)
  15. Portugal Home Prices Post Biggest Increase in Almost Two Years (bloomberg)
  16. Big Tech’s $62 Billion AI Spending Fuels Pick-and-Shovel Bets (bloomberg)
  17. Macao is becoming a city of sports and entertainment, Sands China CEO says, as President Xi urges diversification (cnbc)
  18. With cooler-than-expected PCE, would the Fed’s dot plot have looked different? (cnbc)
  19. Hedge Funds Pile Into Trades Dollar-Yen Will Rise as High as 165 (bloomberg)
  20. Trump Threatens To Take Back Panama Canal As He Declares “Golden Age Of America Is Upon Us” (zerohedge)
  21. 1 Growth Stock Down 44% to Buy Right Now (fool)

Be in the know. 10 key reads for Sunday…

  1. Will The Santa Claus Rally Come In 2024? (carson)
  2. MIT-Linked Company Says It Will Build ‘World’s First Grid-Scale’ Nuclear Fusion Power Plant (gizmodo)
  3. DJIA’s Longest Losing Streak Since 1978 Not Likely to Cancel Santa Claus Rally (AlmanacTrader)
  4. Donald Trump tells EU to buy US oil and gas or face tariffs (ft)
  5. The spending bill that averted a shutdown shrank from more than 1,500 pages to just 100—here’s what was cut (fortune)
  6. How sports gambling blew up (npr)
  7. A Mysterious Health Wave Is Breaking Out Across the U.S. (theatlantic)
  8. Trump puts Panama on notice — and floats idea of US reclaiming canal: ‘Foolishly gave it away’ (foxbusiness)
  9. The U.S. is the King of Net Worth (scottgrannis)
  10. Materials are the worst performer in the S&P 500 this year. What 2025 holds for this beaten-down sector. (marketwatch)