Be in the know. 20 key reads for Thursday…

  1. This (Alibaba) May Be the Cheapest E-Commerce Play on Earth. Shares Could Rise 50% in 2025. (barrons)
  2. Boeing and 6 More Contrarian Stocks for 2025 (barrons)
  3. On thin ice Trump trolls Trudeau by promising Canucks he’ll lower taxes if Canada becomes ’51st state’ — and backs hockey legend for PM (nypost)
  4. Two famed NYC eateries were just named among the ‘most legendary’ restaurants in the world (nypost)
  5. 15 Cheap Mid-Caps With Great Odds for Solid Growth (barrons)
  6. Healthcare Stocks Had a Dismal Year. Therein Lies Opportunity, Says This Analyst. (barrons)
  7. ‘Christmas miracle’ Barstool Sports founder Dave Portnoy gifts $60K to struggling pizzeria in impromptu deal (nypost)
  8. Wealthy New Yorkers are spending as much as $50K tipping people for the holidays (com)
  9. BOJ’s Ueda Avoids Giving Clear Hint on Chances of January Hike (bloomberg)
  10. China Seeks to Spur Growth by Giving Local Officials Bond Leeway (bloomberg)
  11. Quantum Computing Is Finally Here. But What Is It? (bloomberg)
  12. China’s Finance Ministry Vows Greater, Faster Spending in 2025 (bloomberg)
  13. ‘A truly remarkable breakthrough’: Google’s new quantum chip achieves accuracy milestone (nature)
  14. Nvidia sees ‘remarkable’ influx of retail investor dollars as traders flock to AI darling (cnbc)
  15. Disney’s CEO search is a top priority for Bob Iger in 2025. Here’s who’s in the running. (yahoofinance)
  16. Rand Paul’s Annual Festivus List Highlights Over One Trillion Dollars In Government Waste (zerohedge)
  17. Buffett talks mortality and philanthropy in surprise shareholder letter (foxbusiness)
  18. China steps up campaign for single people to date, marry and give birth (ft)
  19. Ant Group splits Alipay into two business units in latest restructuring move (scmp)
  20. “First, Support The Expansion Of Domestic Demand” (chinalastnight)

Be in the know. 5 key reads for Christmas…

  1. Japan corporate service inflation rises, bolsters BOJ rate-hike odds (reuters)
  2. Citic Securities sees room for the PBOC to cut rate, RRR (bloomberg)
  3. China’s Finance Ministry Vows Greater, Faster Spending in 2025 (bloomberg)
  4. Stock market’s December performance in balance as ‘Santa Claus rally’ begins (marketwatch)
  5. Nike has had a rocky year — here’s why a comeback will take time (cnbc)

Be in the know. 25 key reads for Christmas Eve…

  1. “First, Support The Expansion Of Domestic Demand” (chinalastnight)
  2. China to ramp up fiscal support for consumption next year (reuters)
  3. Santa Claus Is a Reality for Markets. How History Points to a Rally. (barrons)
  4. China Plans Special Bonds Amid Vows to Spend (bloomberg)
  5. Oz ‘the Wall Street Mentalist’ leaves ‘Squawk Box’ hosts speechless (cnbc)
  6. China Mulls Record $411 Billion Special Bonds, Reuters Says (bloomberg)
  7. Why the mysteries of corporate longevity matter to investors (ft)
  8. Portfolio manager names Chinese and European stocks promising ‘strong returns’ despite market uncertainty (cnbc)
  9. Why the ‘Dogs of the Dow’ Stocks Just Might Deliver in 2025 (barrons)
  10. Quantum Computing Is Finally Here. But What Is It? (bloomberg)
  11. ‘They don’t play’ Busted thieves baffled by ‘new laws’ in California that make shoplifting a felony, police video shows (nypost)
  12. After Years of Going Big, American Car Buyers Are Downsizing (wsj)
  13. Prime real estate Munich Re scoops up Park Avenue tower in $500M-plus deal to give slumping NYC office market a major boost (nypost)
  14. Cocaine for moody rats and climate-focused drag show-on-ice top Rand Paul’s annual ‘Festivus’ list of outrageous government waste (nypost)
  15. The Year of the Ugly Shoe: What’s Next for On, Deckers, and Crocs? (barrons)
  16. This contrarian investor says the tech bubble is getting scary. Here’s his game plan. (marketwatch)
  17. Did Elon Musk kill a bill blocking investments in China to help Tesla? (marketwatch)
  18. This may be why Trump is again calling to buy Greenland after eyeing Canada and Panama Canal (marketwatch)
  19. Insurance and Taxes Now Cost More Than Mortgages for Many Homeowners (com)
  20. Billionaire Brothers Turn $12,000 Loan Into Empire of Cheap Toys (bloomberg)
  21. Emerging Market Assets Advance in Final Push for 2024 Gains (bloomberg)
  22. Under Trump, Will Keystone XL Remain A Pipe Dream? (zerohedge)
  23. Nearly 2,000 American CEOs Quit In 2024, Setting New Record (zerohedge)
  24. How we fell out of love with dating apps (ft)
  25. Defaults on leveraged loans soar to highest in 4 years (ft)