Tag: StockMarket

Be in the know. 13 key reads for Friday…

  1. Jack Ma returns to Alibaba campus in sign of support (scmp)
  2. Netflix Soared As Disney Sank. But Are The Tides About To Turn? (investor)
  3. Musk’s Team of Budget-Slashing MAGA Billionaires Takes Shape (bloomberg)
  4. Dollar Heads for Worst Week Since August (bloomberg)
  5. Boeing’s New CEO Clips Corporate Jet Trips in Show of Restraint (bloomberg)
  6. 10-year Treasury yield slides to lowest point since October on holiday-shortened trading day (cnbc)
  7. US Chip Equipment Makers Rise Amid Reports of “Watered-Down” China Curbs (zerohedge)
  8. Wynn Resorts Stock Is Rising. Here’s What We Know. (barrons)
  9. Japanese yen hits six-week high after hot inflation reading drives rate increase bets (marketwatch)
  10. Wall Street’s Response to More Tariffs: Been There, Done That (wsj)
  11. It’s Disney’s Biggest Surprise Hit—8 Years After Its Release (wsj)
  12. Disney’s doubling down on cruises — and Wall Street is on board (yahoo)
  13. The Big Read. Elon Musk: the ‘wild card’ in Trump’s dealings with China (ft)

“Turkey or Goose?” Stock Market (and Sentiment Results)…

On Tuesday, I had the pleasure to join the great Stuart Varney on Fox Business’ “Varney & Co.”  In this segment we discussed tariffs on Canada, Mexico and China as well as one of our holdings.  Thanks to Christian Dagger, Preston Mizell and Stuart for having me on:

Here is the data I was referencing while speaking with Stuart: Continue reading ““Turkey or Goose?” Stock Market (and Sentiment Results)…”

Be in the know. 12 key reads for Thanksgiving!

  1. Stimulus Rumors As Insurance Companies Told To Buy Stocks (chinalastnight)
  2. Inside Canada Goose’s High-Fashion Migration (gq)
  3. Haider Ackermann Releases His First ‘Snow Goose by Canada Goose’ Capsule Collection (businesswire)
  4. Ferrari’s $4 Million Car Will Supercharge the Stock. The Auto Maker Is Leading the Luxury Pack. (barrons)
  5. How Warren Buffett Will Give Away $150 Billion. Will His Kids Be Able to Finish the Job? (barrons)
  6. Carl Icahn Is Buying Up Stock in This Fertilizer Producer. It’s All About Trump 2.0. (barrons)
  7. Yield on 10-year Treasury ends at lowest in a month despite rebound in Fed’s preferred inflation gauge (marketwatch)
  8. Treasury Yields Have Dipped. It Isn’t Too Late to Buy Bonds. (barrons)
  9. China Is Bombarding Tech Talent With Job Offers. The West Is Freaking Out. (wsj)
  10. Trump says Mexico’s president has ‘agreed to stop’ migrants crossing into US through her country (nypost)
  11. US Preps China Chip Curbs That Stop Short of Early Proposals (bloomberg)
  12. China needs US$1.4 trillion to boost consumption as trade war 2.0 looms (scmp)

Be in the know. 10 key reads for Wednesday…

  1. Intel Receives $7.9 Billion in Chips Act Funding, but Says It Won’t Take Federal Loans (barrons)
  2. China’s central bank to cut reserve ratio again to add liquidity, aid growth: analysts (scmp)
  3. Republicans praise Trump tariff threat as smart ‘negotiating strategy’ as he looks to tackle fentanyl, border crises (nypost)
  4. The AI Race Is Entering a New Stage. Nvidia Won’t Be the Only Winner This Time. The inference focus has big implications for Nvidia. While training is uniquely suited to the company’s GPUs, inference might be more readily handled by AI processors from Nvidia peers like Advanced Micro Devices AMD and Intel INTC, by custom chips from Amazon, or by a range of chip start-ups. (barrons)
  5. Fed Minutes Show Greater Confidence About Jobs as Policymakers Weigh Rate Cuts (barrons)
  6. Israel Approves Cease-Fire With Lebanon Aimed at Ending Hezbollah Conflict (wsj)
  7. Target’s Slide From Cheap Chic to Dull Chore (wsj)
  8. Office Conversions Find New Life After Property Values Plunge (wsj)
  9. Donald Trump selects Kevin Hassett to lead National Economic Council (cnbc)
  10. Warren Buffett suggests all parents do one thing before they die, whether they have ‘modest or staggering wealth’ (cnbc)