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)

“Healthcare Left for Dead” Stock Market (and Sentiment Results)…

First Move, Wrong Move?

Well, just when I thought I was done with the article of the week, Chair Powell hosted the Fed Presser and made things interesting!  I’ve been doing this for a while and have come out several times after Fed meetings saying, “the first move is often the wrong move.”  I think it may apply once again, but could take a few days to play out. Continue reading ““Healthcare Left for Dead” Stock Market (and Sentiment Results)…”