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)

Be in the know. 15 key reads for Saturday

  1. Intel Gets a Much Needed Win (fool)
  2. U.S. natural gas consumption reaches new highs driven by the electric power sector (eia)
  3. Fed’s Favored Inflation Gauge Cools to Slowest Pace Since May (bloomberg)
  4. Boeing Wins $36 Billion Deal From Turkey, Trumping Airbus (bloomberg)
  5. BofA Strategist Hartnett Sees Shaky Sentiment as Fed Pivot Rattles Bulls (bloomberg)
  6. China Shorter Yields Sink to Two-Decade Low as Bond Fever Builds (bloomberg)
  7. Market dip a buying opportunity, says Fundstrats’ Tom Lee (cnbc)
  8. Exclusive: China’s state importer books US soy purchases as tariff threat looms (reuters)
  9. Chinese fintech giant Ant denies imminent restart of IPO process (scmp)
  10. Alibaba splits AI team to sharpen consumer and business focus (scmp)
  11. From Nike to Intel, CEO departures at U.S. companies hit a record this year (cnbc)
  12. China Airlines Orders Airbus, Boeing Jets in $11.9 Billion Deal (bloomberg)
  13. Dividend Stocks Are Primed for a Comeback in 2025 (wsj)
  14. US stocks rebound from sell-off sparked by Fed (ft)
  15. Warren Buffett ignores Wall Street, buys more stock in this oil-and-gas company (marketwatch)

Be in the know. 10 key reads for Friday…

  1. NY Fed President Calls Latest Inflation Data ‘Good News’ (barrons)
  2. Nike Unveils Its New CEO’s Turnaround Plan. Can It Get Its Mojo Back? (barrons)
  3. FedEx Is Breaking Up. Wall Street Loves the Idea. (barrons)
  4. GE Made Spinoffs Cool Again. FedEx Is Joining the Club. (barrons)
  5. Where Is James Bond? Trapped in an Ugly Stalemate With Amazon (wsj)
  6. November Home Sales Post Biggest Annual Gain Since 2021 (wsj)
  7. The 10 Best Places to Go in 2025 (wsj) Neil Cavuto leaving Fox News after 28 years: ‘I got to do what I love to do’
  8. Neil Cavuto leaving Fox News after 28 years: ‘I got to do what I love to do’ (nypost)
  9. The Top Secret Gift Shop Where You Need Clearance to Get In (wsj)
  10. Trump Threatens Tariffs If EU Doesn’t Buy More US Oil and Gas (bloomberg)

Be in the know. 10 key reads for Thursday…

  1. How Elon Musk and Taylor Swift Can Resolve U.S.-China Relations (nytimes)
  2. China may be poised for a decade-long bull run: Hedge fund (cnbc)
  3. The Next Big Fed Debate: Has the Era of Very Low Rates Ended? (wsj)
  4. ‘Bluey’ Is Headed to Theaters, Backed by Disney (nytimes)
  5. Dow Sinks 1,100 Points After Fed Decision. The blue-chip index fell for a 10th day, its longest losing streak since 1974 (barrons)
  6.  No misteak! A look inside the best NYC steakhouse in decades (nypost)
  7. Trump Demands Lawmakers Rip Up House Speaker’s Compromise Spending Bill (barrons)
  8. Why stocks and bonds slumped — and market volatility soared — after Fed meeting (marketwatch)
  9. Jim Cramer explains why the market melted down after the Fed cut rates (cnbc)
  10. Why one of the biggest U.S. mortgage lenders expects housing demand to double in 2025 (marketwatch)

Be in the know. 10 key reads for Wednesday…

  1. A Fed Rate Cut Is Almost a Sure Thing. But Watch the ‘Dot Plot.’ (barrons)
  2. The Fed Is Poised to Cut Rates Next Week. But 2025 Is Another Matter. (barrons)
  3. China sentiment improves amid stimulus talk, but Morgan Stanley still cautious (streetinsider)
  4. Will the Fed Keep Cutting in 2025? (wsj)
  5. Pfizer Sees 2025 Revenue in Line With Wall Street Views (wsj)
  6. U.S. Retail Sales Improved Last Month, Continuing Gains (wsj)
  7. Oreo Owner Mondelez Taps AI to Tweak Its Classic Snacks (wsj)
  8. Bank of America’s Moynihan Hints That He’s Just Getting Started 15 Years In (bloomberg)
  9. The National Team Says No More To The Stock Market’s Decline (chinalastnight)
  10. One popular Wall Street indicator flashes stock-market sell signal (marketwatch)