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)