Be in the know. 14 key reads for Friday…

  1. Intel Stock Has Been Beaten Down. How a New CEO Could Shake Things Up. (barrons)
  2. Home Insurers Are Exiting California. The Wildfires Could Make It Worse. (barrons)
  3. Hollywood Hills and Other L.A. Fire News: 5 Dead; Economic Toll Nears $60 Billion (barrons)
  4. Dividends Will Keep Growing in 2025. Where to Find Them. (barrons)
  5. Trump’s Team Is Stocked With Billionaires. Why the Super Rich Are Taking Over Washington. (barrons)
  6. Can DOGE Really Slash $2 Trillion? Even Elon Musk Says This Number Is More Likely. (barrons)
  7. Bank of America Bond Losses Could Top $100B (barrons)
  8. Fed Minutes Suggest Officials Will Hold Rates Steady for Now (wsj)
  9. S. Dockworkers and Port Employers Reach Labor Deal (wsj)
  10. Ozempic, Lego Bricks and Hearing Aids: What Trump’s Greenland Plan Could Hit (nytimes)
  11. Former President Jimmy Carter credited his longevity to his happy marriage: ‘Marry the best spouse’ (cnbc)
  12. December jobs report forecast is 155,000. But here’s the number investors really should watch. (marketwatch)
  13. Why Donald Trump wants Greenland (ft)
  14. China steps up defence of renminbi against Wall Street bets (ft)

Be in the know. 5 key reads for Thursday…

  1. Disney Says 157 Million Viewers Seeing Ads on Streaming Services (bloomberg)
  2. China Ramps Up Yuan Support With Record Hong Kong Bill Issuance (bloomberg)
  3. How Analyst Job Cuts on Wall Street Are Reshaping Equity Research
  4. Hershey Wants Special Permission to Buy Over 90,000 Metric Tons of Cocoa (bloomberg)
  5. Fed Isn’t Certain Where Rates Will Land, Minutes Show (barrons)

“Power Up – 2025” Stock Market (and Sentiment Results)…

Key Stock Market Outlooks and Picks

On Monday, I joined Taylor Riggs and Kenny Polcari on Fox Business to discuss sector rotation, style rotation and stock picks.  Thanks to Taylor Riggs, Liz Claman, Jake Mack, Kathryn Meyers and Brooke Haliscak for having me on: Continue reading ““Power Up – 2025” Stock Market (and Sentiment Results)…”

Be in the know. 10 key reads for Wednesday…

  1. NVIDIA CEO Jensen Huang is ‘flying too close to the sun,’ says Thomas Hayes (foxbusiness)
  2. Nvidia’s stock suffers worst drop in months as CES speech lacked one big thing (marketwatch)
  3. Palantir’s stock sees sharpest drop since May as momentum cools (marketwatch)
  4. Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth (marketwatch)
  5. 3 reasons Trump keeps floating U.S. control of Greenland — including one tied to tax cuts (marketwatch)
  6. America’s frozen housing market is finally starting to thaw (marketwatch)
  7. Tech Stocks Are Still Pricey. Dip Buyers Should Look Here Instead. (barrons)
  8. Man Group president says AI needs to prove its worth in 2025 (fnlondon)
  9. Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away (bloomberg)
  10. China confirms Xi Jinping and Donald Trump have been in touch since US election (scmp)