Be in the know. 21 key reads for Tuesday…

  1. GOLDMAN SACHS: These 27 stocks are set to return at least 32% in 2022 and have minimal risk compared to the rest of the market (businessinsider)
  2. Alibaba investor day highlights ‘ample’ room to drive revenue growth, Morgan Stanley says (seekingalpha)
  3. US-China gas deals defy tensions between world powers (ft)
  4. Jack Dorsey Stirs Uproar by Dismissing Web3 as a Venture Capitalists’ Plaything (bloomberg)
  5. Investors Panicked in 2020. Why Omicron Will Be Different. (barrons)
  6. If Biden’s Spending Package Is Toast, Then so Are These Tax Hikes (barrons)
  7. Omicron Won’t Knock Carnival Off Course for the Long Term (barrons)
  8. Bitcoin’s ‘One Percent’ Controls Lion’s Share of the Cryptocurrency’s Wealth (wsj)
  9. Is the Fed Deflating Prospects for Speculative Stocks? (wsj)
  10. Nuclear Power Has a Second Chance to Prove Itself (wsj)
  11. Behind a New Pill to Treat Covid: A Husband-and-Wife Team and a Hunch (wsj)
  12. How the 2020s Economy Could Resemble the 1980s (nytimes)
  13. Chinese Developer Stocks Jump Most in a Month: Evergrande Update (bloomberg)
  14. Ray Dalio’s China Fascination Predates His Ties to Beijing’s Billions (bloomberg)
  15. Hong Kong’s zero-Covid approach is main frustration for businesses, analyst says (cnbc)
  16. Buy these 11 overlooked stocks with an average upside of 23% as inflation rises in 2022, Bank of America says (businessinsider)
  17. Boeing says UPS has ordered 19 of its 767 Freighters, adding to a record year for the aircraft (marketwatch)
  18. SEC demands more risk disclosure for Chinese companies listing in US (ft)
  19. Turkey’s currency surges after Erdogan unveils lira savings scheme (ft)
  20. Rolls-Royce to Get Qatari Funding For Small Nuclear Reactors (yahoo)
  21. How Erdogan’s Plan to Halt the Lira’s Fall Is Meant to Work (yahoo)

Be in the know. 20 key reads for Monday…

  1. China’s securities regulator ready to communicate with US counterparts on audit oversight cooperation (shine)
  2. China’s central bank cuts a benchmark rate for the first time since the pandemic (cnbc)
  3. China asks lenders to step up bond issuances, loans to boost property sector M&A (scmp)
  4. Stocks will roar higher into year-end and January as an ‘overshoot’ in selling leads to a short squeeze, JPMorgan’s quant guru says (businessinsider)
  5. Manchin Says ‘No’ on Biden’s Build Back Better Plan (barrons)
  6. Goldman Sachs Cuts U.S. Growth Forecast After Manchin Rejects Build Back Better Plan (barrons)
  7. Interest Rates Are Rising—but the Fed’s Actions Could Make It Easier to Get a Mortgage (barrons)
  8. Carnival Cruise CEO’s Goal: A Full Fleet Sailing by Summer (barrons)
  9. Rising Interest Rates and a Growing Economy Will Lift Bank Stocks (barrons)
  10. Stock buybacks can keep surging next year after a potential record for 2021, analysts say (marketwatch)
  11. Omicron For Christmas. The Energy Report 12/20/2021 (Phil Flynn)
  12. Tiger Woods looks ready to win again — and he will (nypost)
  13. Two industrials stocks caught up in market weakness look like buys heading into 2022, traders say (cnbc)
  14. Biogen to lower price of Alzheimer’s drug aduhlem by 50% starting Jan. 1 to about $28,200 a year (marketwatch)
  15. Opinion: Inflation-adjusted Treasury yields are lower than they’ve been in 70 years. Here’s why that isn’t a bigger negative for stocks (marketwatch)
  16. UPDATE: Bluebird Bio announces partial clinical hold for patients under 18 in sickle cell gene therapy program (marketwatch)
  17. BofA Securities Out With Its 11 Top Stock Picks for 2022 (247wallst)
  18. China cuts lending benchmark, market sees more easing in 2022 (reuters)
  19. The Bond Market Isn’t Buying Fed’s Sketch of Rate Hike Plans (bloomberg)
  20. The Big Read. Supply chains: companies shift from ‘just in time’ to ‘just in case’ (ft)