Be in the know. 10 key reads for Wednesday…

  1. NVIDIA CEO Jensen Huang is ‘flying too close to the sun,’ says Thomas Hayes (foxbusiness)
  2. Nvidia’s stock suffers worst drop in months as CES speech lacked one big thing (marketwatch)
  3. Palantir’s stock sees sharpest drop since May as momentum cools (marketwatch)
  4. Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth (marketwatch)
  5. 3 reasons Trump keeps floating U.S. control of Greenland — including one tied to tax cuts (marketwatch)
  6. America’s frozen housing market is finally starting to thaw (marketwatch)
  7. Tech Stocks Are Still Pricey. Dip Buyers Should Look Here Instead. (barrons)
  8. Man Group president says AI needs to prove its worth in 2025 (fnlondon)
  9. Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away (bloomberg)
  10. China confirms Xi Jinping and Donald Trump have been in touch since US election (scmp)

Be in the know. 7 key reads for Tuesday…

  1. Top 3 takeaways from Nvidia’s CES 2025 keynote (finance.yahoo)
  2. Trudeau resignation opens door to Trump ‘going easy on trade tariffs’ with Canada (finance.yahoo)
  3. Disney inks deal to combine Hulu + Live TV business into Fubo (nypost)
  4. Meta names Trump supporter Dana White to board in latest revamp by Mark Zuckerberg (nypost)
  5. Ulta Beauty Has a New CEO and a Rosier Holiday Outlook (barrons)
  6. Can Boeing Be Fixed? Aerospace Leaders Offer a Repair Manual (wsj)
  7. Tencent shares fall 8% in Hong Kong after U.S. designates it a Chinese military company (cnbc)

Be in the know. 22 key reads for Monday…

  1. Overseas stocks jump, dollar plunges on report of more targeted Trump tariffs (marketwatch)
  2. China’s central bank outlines monetary priorities for 2025 (people.cn)
  3. Dollar Falls Most in Two Months on Report Trump to Limit Tariffs (bloomberg)
  4. China catches up fast in AI race, but US chip curbs cast shadow (scmp)
  5. Alibaba ties up with Lee Kai-fu’s unicorn as AI sector consolidates (scmp)
  6. China rushes to reassure investors as equities and renminbi fall (ft)
  7. Chinese Companies Have Sidestepped Trump’s Tariffs. They Could Do It Again. (nytimes)
  8. Healthcare Stocks Are Down and Out. Opportunities Abound. (wsj)
  9. Canada’s Trudeau Is Likely to Resign This Week, Globe Says (bloomberg)
  10. Global chip stocks climb as Foxconn’s bumper results show a continuation of the AI boom (cnbc)
  11. Disney to combine its Hulu+ Live TV with streamer Fubo (cnbc)
  12. Palantir has this rare distinction as Morgan Stanley says stock price is too high (marketwatch)
  13. Carl Icahn Bought This Fertilizer Stock as 2024 Was Ending (barrons)
  14. Historic NYC office building fetches a fraction of its recent $245M sale price — here’s why (nypost)
  15. Here’s what the first two trading days of January predict for stocks in 2025 (marketwatch)
  16. AI and the other tech trends to expect at CES 2025 (yahoo)
  17. Why Michael Green Is Known as the Cassandra of Passive Investing (institutionalinvestor)
  18. Alibaba deepens push into AI smart glasses (scmp)
  19. Take Warren Buffett’s Advice: Don’t Buy Any Stock in 2025 Unless It Passes This Test (fool)
  20. Morgan Stanley Strategist Wilson Warns of Risk to Stocks as Yields Surge (bloomberg)
  21. This strategist says a popular ETF could jump at least 15%. It’s a bet inflation will be contained. (marketwatch)
  22. AI Has a Cost Problem. What It Means for the Stock Market and 5 Other Things to Know Today. (barrons)

 

Be in the know. 16 key reads for Sunday…

  1. Monetary policy trumps tariffs (scottgrannis)
  2. 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
  3. ‘That is Maganomics’: where Trump is taking America on trade (ft)
  4. Trump’s Proposed Tariffs Could Cost U.S. Companies. Here Are the Most Vulnerable Industries. (barrons)
  5. Trump’s Trade War Will Be Different This Time. How China Will Respond. (barrons)
  6. Networking Companies Ride the AI Wave. It Isn’t Just Nvidia. (barrons)
  7. Why Regulating Alcohol Industry Is Tall Order Even After Surgeon General’s Cancer Warning (barrons)
  8. Dockworkers Set to Resume Contract Talks. Why a Strike Could Lead to Higher Prices. (barrons)
  9. Apple Is Pricier—and More Vulnerable—Than Ever. This Year Could Test Its Mettle. (barrons)
  10. Another Crypto Risk Lurks. Governments Could Be Tempted to Confiscate Your Coins. (barrons)
  11. Hail, Caesars! The Casino Stock Could Get a Super Boost From the Super Bowl. (barrons)
  12. European Stock Fire Sale: 10 Bargains You Don’t Want to Miss (barrons)
  13. China’s PBOC Vows More Support for Innovation and Consumption (bloomberg)
  14. The Pagani Utopia Delivers Vision-Blurring Levels of Performance (roadandtrack)
  15. These are the 10 trending collector cars to watch in 2025 (classicdriver)
  16. Alibaba Cloud Unveils New Research Model for Enhanced Visual Reasoning (alizila)

Be in the know. 12 key reads for Saturday…

  1. GM, Ford report best annual U.S. sales since 2019 as auto recovery continues (cnbc)
  2. The Stock Market Is Like a Fashion Show, and Here’s One of Its Hot Must-Haves (wsj)
  3. Financial expert says next few months for markets will be ‘choppier ’ (foxbusiness)
  4. Portfolio manager outlines ‘reasons’ that will contribute to new market ‘highs’ in 2025 (foxbusiness)
  5. E-commerce giants jump on China’s latest trade-in programme amid heated competition (scmp)
  6. Alibaba ties up with Lee Kai-fu’s unicorn as China’s AI sector consolidates (scmp)
  7. Consumption Subsidies Expanded to Mobile Phones and Electronics, Week in Review (chinalastnight)
  8. House Republicans Pledge Drilling and Make It Easier to Shed Federal Land (nypost)
  9. PBOC Reiterates China Rates, Reserve Ratio to Be Cut ‘At Appropriate Time’ (bloomberg)
  10. Can Gucci Find Its Cool Again? (bloomberg)
  11. Forget Santa: Stock-market bulls look to ‘January barometer’ for clues on 2025 (marketwatch)
  12. Natural Gas Stocks Have Momentum—and Cold Weather (barrons)

Be in the know. 11 key reads for Friday…

  1. Hong Kong stocks rebound as Beijing ramps up support for institutional buying (scmp)
  2. The American Worker Is Becoming More Productive (wsj)
  3. FMC shares pop as KeyBanc says selloff is overdone (streetinsider)
  4. What stocks’ worst stumble since 1952 in the final days of 2024 may mean for 2025 (marketwatch)
  5. Hindenburg Research shorts Carvana, calling company’s turnaround a ‘mirage’ (cnbc)
  6. China’s central bank plans policy overhaul as pressure mounts on economy (ft)
  7. Baidu’s Robin Li predicts ‘exponential’ boom in AI apps in 2025 (scmp)
  8. Roaring Kitty’s Stock Memes Can’t Fix Unity Software (barrons)
  9. Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes (marketwatch)
  10. The Debt Ceiling Makes a Comeback. What It Means for Bonds. (barrons)
  11. <Research>M Stanley: BABA-W’s Full Sale of SUNART RETAIL Expected to Enhance Yr-end Shareholder Returns (aastocks)

Be in the know. 15 key reads for Monday…

  1. Chinese EV makers BYD, Nio, Li and XPeng end 2024 on a sales high (marketwatch)
  2. Jobless claims drop to 8-month low to end 2024. Low U.S. unemployment fuels economy. (marketwatch)
  3. Natural gas prices spike on forecasts of colder than expected winter (foxbusiness)
  4. The Bull and Bear Case for 2025 (nytimes)
  5. PBOC Seen Delaying Reserve Ratio Cut After $233 Billion Cash Injection Last Month (bloomberg)
  6. China E-Commerce Giant Alibaba Sells Stake In Retail Firm Sun Art To Focus On Core Business (investors)
  7. Drug-Trial Results Could Shake Up Pharma Stocks in 2025. Watch Eli Lilly, Pfizer, and More. (barrons)
  8. The U.S. Dollar Is Riding High. Trump Could Put an End to All That. (barrons)
  9. 2025’s Five Highest Yielding Dogs of the Dow Could Explode Higher (247wallst)
  10. Stock Bears Are Going Extinct. Time to Worry? (bloomberg)
  11. China’s Xi Jinping Nods to ‘External Uncertainties’ in New Year’s Speech. Weeks before Trump takes office, country’s leader seeks to shore up confidence that its economy can withstand threats (wsj)
  12. The Levi Strauss Heir Elected to Save San Francisco (wsj)
  13. Beijing & Guangzhou Home Sales Rise In 2024, Tariff Concerns Lead To Risk Off (chinalastnight)
  14. Mexico, Betting Trump Is Bluffing on Tariffs, Sees an Opportunity. (nytimes)
  15. Why the Dow had such a miserable December versus other indexes (marketwatch)

Be in the know. 11 key reads for New Year’s Day…

  1. 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
  2. Why the Dow had such a miserable December versus other indexes (marketwatch)
  3. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  4. Credit Spreads Haven’t Looked This Good Since the 2000s. Can They Get Better? (wsj)
  5. A Corvette, a Rolls-Royce, a Lowrider Legend: Our 10 Favorite My Ride Cars of 2024 (wsj)
  6. China’s December Home Sales Stay Flat in Sign of Stabilization (bloomberg)
  7. PBOC Steps Up Liquidity Injection With New Tools At Year-End (bloomberg)
  8. US Large Cap Dividend Stocks Should Roll in 2025: Our 4 Favorite Picks (247wallst)
  9. Forecasting the world in 2025 (ft)
  10. Alibaba’s Freshippo records 9 straight months of profit, CEO says (scmp)
  11. Services PMI Beats, Happy New Year! (chinalastnight)

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)