Be in the know. 10 key reads for Christmas…

  1. Why Disney Stock Is the Real Winner from the Warner Takeover Battle (barrons)
  2. Disney Box Office Hits $6 Billion for First Time Since COVID Thanks to ‘Lilo & Stitch’ and ‘Zootopia 2’ (variety)
  3. A rotation into value stocks from growth could grow stronger in the new year (cnbc)
  4. Intel’s Fab 52 is bigger and better equipped than TSMC’s Arizona facilities — Intel’s production volume dwarfs TSMC’s operations in the U.S. (tomshardware)
  5. The U.S. Housing Market Has 37% More Sellers Than Buyers—More Than Double Last Year’s Gap (redfin)
  6. Warren Buffett and Private Equity Both Love Insurance. The Similarities End There. (wsj)
  7. Investors Warn of ‘Rot in Private Equity’ as Funds Strike Circular Deals (nytimes)
  8. Why the ‘Everyone’s a Winner’ Energy Trade Can’t Last Forever (wsj)
  9. US Expands Northeast Energy Emergency on Plant Outage, Cold (bloomberg)
  10. BofA data shows largest equity outflows in nearly two months (streetinsider)