Be in the know. 11 key reads for Tuesday…

  1. Omicron Could Affect Interest Rates. Bond Yields Slide as Investors Seek Safe Havens. (barrons)
  2. JPMorgan Says Omicron Won’t Stop the Global Equities Rally (bloomberg)
  3. Omicron Variant Could Boost Global Growth, According to Goldman Sachs Scenario (barrons)
  4. VIX Action During Omicron Slump Seen as Positive Sign for Stocks (bloomberg)
  5. Omicron Jumble. The Energy Report 11/30/2021 (Phil Flynn)
  6. Moderna’s Omicron Warning Reignites Selloff. Get Used to Volatility. (barrons)
  7. China factory activity unexpectedly grows as some bottlenecks ease (reuters)
  8. Ray Dalio says cash is not a safe place right now despite heightened market volatility (cnbc)
  9. The Popularity of E-Bikes Isn’t Slowing Down (nytimes)
  10. ‘Stay invested’: Major institutions brace for volatility in stocks but remain upbeat in face of Omicron variant (businessinsider)
  11. Oil prices are set to rise as high as $150 a barrel as OPEC+ controls supply in the face of Omicron concerns, JPMorgan says (businessinsider)

Be in the know. 10 key reads for Monday…

  1. Doctor Who Saw Omicron Early Says Symptoms Different to Delta (bloomberg)
  2. Bill Ackman says the omicron Covid variant could end up being bullish for stocks (cnbc)
  3. Omicron Plunge. The Energy Report 11/29/2021 (Phil Flynn)
  4. Cyber Monday Kicks Off After Black Friday’s Mixed Bag for Retailers (barrons)
  5. Crude Oil Prices Could Reach $125 a Barrel. Here’s Why. (barrons)
  6. The Omicron Variant May Be a Buying Opportunity (barrons)
  7. Iran’s Nuclear Advances Weigh on Renewed Talks (wsj)
  8. China Faces More Growth Risks, Increased Policy Support in 2022 (bloomberg)
  9. Why China and U.S. Are Clashing Over Stock Listings (bloomberg)
  10. Opinion: Is investing in foreign stocks a good idea? (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. Goldman Slams Omicron Panic: “This Mutation Is Unlikely To Be More Malicious; No Reason For Portfolio Changes” (zerohedge)
  2. Moderna Says New Vaccine for Omicron May Be Ready in Early 2022 (bloomberg)
  3. OPEC+ Likely to Be Cautious on Oil Demand at Meeting, Vitol Says (bloomberg)
  4. ‘Inflation Guy’ Has Been Waiting Years to Tell You About the I-Word (bloomberg)
  5. When Stocks Are Up Big YTD Before Thanksgiving (Almanac Trader)
  6. ECRI Weekly Leading Index Update (advisorperspectives)
  7. Watch: Rolls-Royce’s Electric Airplane Is Now the World’s Fastest EV After Hitting 387 MPH (robbreport)
  8. The Dodge Charger and Challenger Are Going Electric by 2024 (maxim)
  9. Bears Rule Emerging Markets as Central Banks Battle New Variant (bloomberg)
  10. China’s Industrial Profit Growth Rebounds for Second Month (bloomberg)

Be in the know. 18 key reads for Saturday…

  1. PBOC Official Says China to Maintain Ample Liquidity: Sina (bloomberg)
  2. China Regains Favor With Investors Who Deem India Overvalued (bloomberg)
  3. Don’t Bet on Rates Rising in 2022. Here’s Why. (barrons)
  4. General Electric Pays Back More Debt Than Expected. That’s a Good Thing. (barrons)
  5. IBM Is a Bet on the Future of Quantum Computing (barrons)
  6. Covid Fears Pulled the Markets Down. Here’s When You Should Really Start to Worry. (barrons)
  7. Looking for a Black Friday Deal? Check Out Bank Stocks. (barrons)
  8. It’s Dog Days for the Dogs of the Dow. But 2022 Might Be Looking Better. (barrons)
  9. Here’s what the Black Friday carnage may mean for the stock market’s trade Monday, analysts say (marketwatch)
  10. Yes, Black Friday Was Painful for Investors, but You Shouldn’t Panic (barrons)
  11. Disney to spend $33B next year on new content, outspending Netflix (nypost)
  12. What we know about Omicron variant that has sparked global alarm (ft)
  13. Oil’s Black Friday: Algos and Options Turn a Tumble Into a Crash (bloomberg)
  14. Biogen Stock Plunges 40% Since June on Alzheimer’s Drug Turmoil (bloomberg)
  15. Immunity From Covid-19 Infection May Be as Strong as From Vaccination (wsj)
  16. Veteran investor Joel Greenblatt shares 6 tips for playing a pocket of the market ripe with opportunities right now — and lays out his thesis on a major upcoming special situation (businessinsider)
  17. Vaccine makers move quickly against new omicron Covid variant, testing already under way (cnbc)
  18. The Winds of Change (oaktreecapital)