Be in the know. 11 key reads for New Years Eve…

  1. ‘Have no fear’: Financial expert expect markets to rally in 2025 (foxbusiness)
  2. China’s Factory Activity Expands Again as Economy Stabilizes (bloomberg)
  3. Hong Kong stocks head for 2024 gain after 4 straight years of losses (scmp)
  4. Chinese Stocks Head for First Yearly Advance Since Pandemic (bloomberg)
  5. S&P 500: A ‘reversion’ trade will occur in 1Q25, Raymond James says (investing)
  6. 10-year Treasury yield logs sharpest drop in a month to kick off holiday-shortened week (marketwatch)
  7. 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
  8. Natural-gas prices see biggest jump in nearly 3 years, leading oil higher (marketwatch)
  9. Shale Is Plateauing. Oil Only Has One Place Left to Grow. (barrons)
  10. How a $12.98 T-Shirt Is Made in America—at a Profit (wsj)
  11. Drug Middlemen Spared by Trump and Musk, for Now (wsj)

Be in the know. 16 key reads for Monday…

  1. US new vehicle sales set to rise 7.3% in December, report says. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 17.2 million units, up 1.1 million units. (reuters)
  2. Doctors Say AI Is Introducing Slop Into Patient Care (gizmodo)
  3. The Happy Gilmore 2 trailer just dropped! Let’s analyze his golf swing (golfdigest)
  4. Investing pros think these stock-market losers are set to rebound in 2025 (marketwatch)
  5. What Boeing Investors Should Know About Jeju Flight 2216 (barrons)
  6. Discounts on the Dealership Lot Lift Car Sales (wsj)
  7. US Futures Drop 1% as Tech Rally Fades at Year-End (bloomberg)
  8. Natural Gas Prices Jump on Cold Weather Forecasts (wsj)
  9. Albemarle Stock Got Crushed. Why We’re Standing By Our Pick. (barrons)
  10. Buybacks Aren’t Always Bullish. Here’s How to Know When They Are Worth It. (barrons)
  11. These Are The Most (And Least) Optimistic Countries About 2025 (zerohedge)
  12. Carlos Slim invested $1 billion in 2024 to supercharge oil bets (yahoo)
  13. US credit card defaults jump to highest level since 2010 (ft)
  14. Top Democrats warm to Musk’s US government cost-cutting mission (ft)
  15. China mandates 30% EVs in government fleets in boost for carmakers, net zero (scmp)
  16. S&P 500 could get close to 7,000 in the first half of next year, says Fundstrat’s Tom Lee (youtube)

 

Be in the know. 20 key reads for Sunday…

  1. Alibaba partners with South Korea’s E-Mart to launch e-commerce platform (technode)
  2. Holiday spending ‘clearly on track’ to reach record-breaking heights even as credit card debt strangles shoppers (nypost)
  3. OpenAI says it needs ‘more capital than we’d imagined’ as it details for-profit plan (nypost)
  4. Ready for Takeoff: Zipline Takes On Amazon in the Drone-Delivery Business (barrons)
  5. AI is Changing Oil Country—and Pumping Up Profits (barrons)
  6. Tech That Will Change Your Life in 2025 (wsj)
  7. What Your ‘Face Age’ Can Tell Doctors About Your Health (wsj)
  8. S. Shale Is Growing Old. That’s a Problem for Donald Trump’s Oil Plans. (wsj)
  9. Japan’s Nikkei index heads for best year-end close since 1989 (ft)
  10. Trump Steps Into Skilled-Work Visa Clash, Saying They’re ‘Great’ (bloomberg)
  11. China’s Record Dividend Payout Intensifies Pressure on the Yuan (bloomberg)
  12. Dollar Tree could drop some products if tariffs are enacted (foxbusiness)
  13. Warren Buffett: Stop Listening To Your Neighbor’s Stock-Tips (acquirersmultiple)
  14. Odd Lots Podcast: An Interview w/ Ariel Investments Founder John Rogers (youtube)
  15. You’re Invited to Wall Street’s Private Party. Say You’re Busy. (wsj)
  16. America Needs to Radically Rethink What It Means to Be Old (theatlantic)
  17. Wall St Week Ahead Trump’s first actions and job data to test market in January (reuters)
  18. The 27 Most Beautiful New Restaurants in 2024 (robbreport)
  19. de tomaso produces first P72 sports car with handcrafted carbon shell and buttermilk leather (designboom)
  20. The World’s First Crispr Drug Gets a Slow Start (wired)