Be in the know. 17 key reads for Saturday…

  1. Fundstrat’s Tom Lee on why rise in yields might be false flag (cnbc)
  2. Meet Alibaba’s AI coder: an automated system that can build an app ‘in minutes’ (scmp)
  3. Biotech Stocks Prepare For Action In 2025. Weight-Loss Drugs, AI And Trump 2.0 Are The Catalysts. (investors)
  4. Opinion: The stock market has one more chance to fight off the bears (marketwatch)
  5. The Market Is Overreacting. Don’t Lose Your Head. (barrons)
  6. S. stocks are expensive ‘on almost any valuation metric.’ Why they could remain so for a while. (marketwatch)
  7. ASML Is the Chip-Equipment Leader. Its Stock Is Poised to Bounce Back. (barrons)
  8. China’s Central Bank Beefs Up Support as Yuan Nears 16-Month Low (wsj)
  9. Self-Driving Cars Don’t Do Snow. Goodyear Says the Solution Is Smarter Tires. (wsj)
  10. Warren Buffett Prepares His Middle Child for the Job of a Lifetime (wsj)
  11. Detroit Auto Show flaunts the old and the new at iconic car show (usatoday)
  12. Macy’s lists 66 ‘underproductive’ stores set for closure; over 80 closures still to come (usatoday)
  13. Hershey Seeks New CEO With Michele Buck Departing Next Year (bloomberg)
  14. Blowout Jobs Report Fuels Wall Street Fear of ‘Lose-Lose’ Market (bloomberg)
  15. China Vows Proactive Fiscal Policy, Bigger Deficit to Aid Growth (bloomberg)
  16. Delta Cracked the Code for Post-Pandemic Profits (bloomberg)
  17. G Sachs Chief Economist Expects Trump to Slap ~20% Extra Tariffs on Most CN Goods on Avg. Only (aastocks)

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)…”