Be in the know. 11 key reads for Friday…

  1. Why buying Berkshire was Warren Buffett’s biggest mistake (cnbc)
  2. These ‘Quality’ Stocks Are Trading at a 40% Discount to the Market. Act Now. (barrons)
  3. 12 Days of Christmas? 12 Stocks That Are Gifts for 2026. (barrons)
  4. The Reason I’m Bearish on Tech Stocks (morningstar)
  5. As A.I. Companies Borrow Billions, Debt Investors Grow Wary (nytimes)
  6. From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms (reuters)
  7. Monetizers vs manufacturers: How the AI market could splinter in 2026 (cnbc)
  8. Mizuho’s Jared Holz on why he is bullish on biotech heading into 2026 (youtube)
  9. The Time for Mortgage Portability Has Come (wsj)
  10. China Starts State-Backed Venture Funds to Support Tech Startups (bloomberg)
  11. Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026 (youtube)