Be in the know. 10 key reads for Tuesday…

  1. $15 Billion In Inflows Every Single Day: Goldman Bets It All On A Meteoric Year-End Meltup (zerohedge)
  2. As Markets Brace For Beijing Easing, Chinese State Media Unveils 25bps RRR Cut Before Year-End (zerohedge)
  3. Goldman Sachs Loves These 5 Buy-Rated Stocks With Accelerating Sales Growth for 2022 (247wallst)
  4. Buy Boeing (BA) Stock as Selling Seems Over-done – Seaport (streetinsider)
  5. U.S. taps Strategic Petroleum Reserve in bid to push down gasoline prices (marketwatch)
  6. Energy Stocks Can Make a Comeback. Oil Is Down but Not Out. (barrons)
  7. 4 Energy Stocks Pumping Out Tons of Cash (barrons)
  8. The Dogs of the Dow Are Ending 2021 With a Whimper. Why Next Year Could Be Better. (barrons)
  9. Investors will overcome a rising wall of worry to push the S&P 500 beyond 4,800 by year-end, Fundstrat says (businessinsider)
  10. “Rounding Error” – Oil Prices Surge As Biden SPR Release Backfires (zerohedge)

Be in the know. 8 key reads for Monday…

  1. Alibaba Stock and Others Fall After New Chinese Scrutiny. Why the Worst May Be Over. (barrons)
  2. KKR Offers $12 Billion to Take Telecom Italia Private (barrons)
  3. It May Be Time to Buy China’s Bonds—Carefully (barrons)
  4. Supply-Chain Problems Show Signs of Easing (wsj)
  5. Why Japan Appears Immune to Global Inflation Surge, So Far (wsj)
  6. As Hopes for Nuclear Deal Fade, Iran Rebuilds and Risks Grow (nytimes)
  7. Please Release Me. The Energy Report 11/22/2021 (Phil Flynn)
  8. Biden Keeps Powell as Fed Chief, Elevates Brainard to Vice Chair (bloomberg)

Be in the know. 10 key reads for Sunday…

  1. How Will the COVID Pills Change the Pandemic? (newyorker)
  2. Wall St Week Ahead Investors bet on second wind for lagging U.S. small caps (reuters)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. Global Supply-Chain Problems Show Signs of Easing (wsj)
  5. Modern Monetary Theory Isn’t the Future. It’s Here Now. (wsj)
  6. Takeaways From the Biden-Xi Meeting (cfr)
  7. ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology (bloomberg)
  8. China Junk-Bond Bargain Hunters Trigger 388% Surge in ETF Assets (bloomberg)
  9. Kissinger Doesn’t See China Invasion of Taiwan in Next Decade (bloomberg)
  10. Ferrari Pays Homage to 1960s Race Cars With Slick Model (bloomberg)

Be in the know. 22 key reads for Saturday…

  1. Goldman Sachs Upgrades China Equities (GS)
  2. As China Changes, Investors Can Still Win. 13 Picks From Our International Roundtable. (barrons)
  3. Brainard’s Odds to Be Nominated as Fed Chair Have Improved, Says This Analyst (barrons)
  4. For This Utility, Regulation Can Be a Good Thing (barrons)
  5. Boeing 787 Deliveries Are Delayed Again. There’s More Behind the Stock’s Slide. (barrons)
  6. Falling real yields are a key to the stock-market rally: What investors need to know (marketwatch)
  7. Here’s what history says about stock-market performance during the Thanksgiving week (marketwatch)
  8. As Musk Sells, Uber CEO Buys $9 Million in Shares (barrons)
  9. Turkey’s Currency Crisis Raises Cost of Living, Threatens Financial System (wsj)
  10. Investing legend Mario Gabelli weighs in on markets, conglomerate break-ups (youtube)
  11. Charting the Global Economy: Retail Sales Firm in U.S., China (bloomberg)
  12. Unrest Is Spreading in Europe as Coronavirus Lockdowns Return (bloomberg)
  13. China Fines Alibaba, Tencent in Latest Antitrust Investigation (bloomberg)
  14. Citadel CEO Ken Griffin pays $43.2 million for Constitution copy, outbidding crypto group (cnbc)
  15. Two Democrats Oppose Powell for Fed Chair, Citing Climate Change (wsj)
  16. Japan Plans $490 Billion Stimulus to Jolt Struggling Economy (wsj)
  17. The Art Market Surges, Selling $2.3 Billion in Works (wsj)
  18. China’s Big Commodity Inflation Scare Is Easing — For Now (bloomberg)
  19. Everything in the House Democrats’ Budget Bill (nytimes)
  20. Ray Dalio Says, ‘If You Worry, You Don’t Have to Worry’ (nytimes)
  21. Watch CNBC’s full interview with Liberty Media Chairman John Malone (cnbc)
  22. Ray Dalio Brilliantly Explains The Big Debt Catastrophe (youtube)