Category: What I’m Reading Today

Be in the know. 15 key reads for Monday…

  1. China Housing Regulator Sees Stabilization Signs, Report Says (bloomberg)
  2. China will cut interest rates and reserve requirements next year, the People’s Bank of China research bureau director Wang Xin said at an event on Saturday (tradingeconomics)
  3. Opinion: Trump says he’ll ‘make housing affordable again.’ Here’s how to ease the crisis. (marketwatch)
  4. Trump’s tricky dollar problem (ft)
  5. Office Property Meltdown Is Starting to Surface at Regional Banks (bloomberg)
  6. Here’s a complete rundown of Wall Street’s 2025 stock market predictions (businessinsider)
  7. Mark Cuban says AI won’t have much of an impact on jobs that require you to think (businessinsider)
  8. Bull market hits an early December soft patch (cnbc)
  9. Record inflows into U.S. stocks to drive ‘Santa rally’ in last days of 2024, Goldman says (marketwatch)
  10. This Wall Street firm nailed its Fed forecast for this year — now it’s expecting a surprise in 2025 (marketwatch)
  11. Boeing laying off 236 employees in OC, part of plan affecting 566 California workers (ocregister)
  12. Everybody Loves FRED: How America Fell for a Data Tool (nytimes)
  13. An exclusive sneak peek at TGL, the new primetime golf league featuring Tiger Woods and Rory McIlroy (fastcompany)
  14. Kelly Reilly and the Yellowstone Succession Drama (townandcountrymag)
  15. Headwinds and tailwinds (scottgrannis)

Be in the know. 12 key reads for Sunday…

  1. “If investors warm to the depressed Chinese stock market, Alibaba could be up 50% in 2025.” (barrons)
  2. Boeing Commits $1 Billion to Speed Up 787 Dreamliner Production (wsj)
  3. The $1 Billion Cookie Empire That Teens Love and Parents Hate (wsj)
  4. The Secrets of the Man Who Made Nvidia the World’s Most Valuable Company (wsj)
  5. Tinder’s Tough Love Should Ultimately Serve Match Well (wsj)
  6. Inside the Hamptons’ Most Expensive Home: $425 Million 110,000-Square-Foot Estate Is Owned by Billionaire Tied Up in Lead Poisoning Scandal (wsj)
  7. “Chinese leaders this week pledged to do more to stimulate the economy, including by cutting interest rates and boosting government borrowing. But pressure is building on Beijing to take even more forceful action to prevent a downward spiral of deflation” (wsj)
  8. U.S. natural gas consumption reaches new highs driven by the electric power sector (eia)
  9. Bill Ackman: Stepping into the most pro-growth, pro-business administration in my adult lifetime (cnbc)
  10. Bears are dropping like flies (ft)
  11. Can Stocks Pull Off a Third Consecutive Year of Big Gains? (wsj)
  12. The 10 Best Dividend Stocks (morningstar)

Be in the know. 15 key reads for Saturday…

  1. What You Can Learn From Young Warren Buffett (wsj)
  2. Buy China stocks, BofA’s Hartnett says (investing)
  3. Europe’s Economy Is Looking Up. Where to Find the Bargains. (barrons)
  4. U.S. value stocks are tallying their longest losing streak on record. Why they could see a comeback in 2025. (marketwatch)
  5. The PGA Tour and LIV’s Saudi Backers Have a Deal—but There’s One Holdup (wsj)
  6. Warner Discovery to Restructure, Setting Up Potential ‘Strategic Opportunities’ (wsj)
  7. Investors Shouldn’t Count on Much Help From the Fed Next Year (wsj)
  8. A Wish List From CEOs for the Trump Administration (wsj)
  9. China Pledges More Stimulus to Shore Up Flagging Economy (nytimes)
  10. Weight-Loss Drug Craze Appears to Be Curbing US Obesity Epidemic (bloomberg)
  11. The 15 Best Dishes We Ate in 2024, From Shrimp Cocktail to Space Bread (bloomberg)
  12. Tech investor Dan Niles is the least interested in the ‘Magnificent 7’ he’s been in years (cnbc)
  13. Zuckerberg has sold $2 billion in Meta stock this year (yahoo)
  14. China Stocks Left “Home Alone” Despite Pension Reform Catalyst, Week In Review (chinalastnight)
  15. This Gorgeous Mercedes 300SL Gullwing Is Now Up For Grabs (maxim)

Be in the know. 7 key reads for Friday…

  1. New-Vehicle Prices Climb in November, While Higher Incentives Continue to Entice Buyers (coxautoinc)
  2. Stocks Could Gain Another 20% in 2025. Embrace the Bubble. (barrons)
  3. Record inflows into U.S. stocks to drive ‘Santa rally’ in last days of 2024, Goldman says (marketwatch)
  4. Trump’s invitation to Xi for inauguration could signal a ‘grace period’ before China faces tariffs (marketwatch)
  5. This hasn’t happened to U.S. stocks in more than 20 years — here’s why investors should be concerned (marketwatch)
  6. AI Stocks Face a New Test. Here Are the 3 Big Questions Hanging Over Tech in 2025. (barrons)
  7. The Fed Is Poised to Cut Rates Next Week. But 2025 Is Another Matter. (barrons)

Be in the know. 24 key reads for Thursday…

  1. How Intel Quantum Chips Could Retransform Silicon-Based Computing (eetimes)
  2. Central Economic Work Conference (CEWC) Release Highlights Domestic Consumption Revival: Deep Dive (chinalastnight)
  3. China Vows Bigger Fiscal Spending to Boost Consumption Next Year (bloomberg)
  4. China stresses plans to boost growth at top agenda-setting meeting (cnbc)
  5. A Wave of AI Pessimism Is Coming. How to Outlast It. (barrons)
  6. Muted wholesale inflation report likely gives final go-ahead for Fed to cut interest rates (marketwatch)
  7. Morgan Stanley says these are the main debates for stocks next year — including DOGE and AI (marketwatch)
  8. China’s Yield Discount to Treasuries Reaches Widest Since 2002 (bloomberg)
  9. Nvidia Stock Falters. What’s Driving the AI Chip Maker Now. (barrons)
  10. Elon Musk’s wealth just crossed $400 billion — now he can say he’s Rockefeller rich (marketwatch)
  11. GameStop has ‘virtually no chance’ of returning to profitability in its core business, says Wedbush (marketwatch)
  12. How Liquid Death Turned Plain Water Into a $1.4 Billion Beverage Brand (wsj)
  13. The future of nightlife? Spending time with friends at a very different kind of club (nypost)
  14. US Jobless Claims Rises to Two-Month High After Thanksgiving (bloomberg)
  15. Swiss National Bank takes leap with 50-basis-point interest rate cut amid franc strength (cnbc)
  16. One of Wall Street’s biggest bulls sees the S&P 500 soaring 16% early next year before a sharp sell-off in the 2nd half (businessinsider)
  17. China Sees Needs to Increase 2025 Fiscal Deficit, Cut RRR (bloomberg)
  18. China Expands Private Pensions Nationwide Despite Challenges (bloomberg)
  19. Trump Sends Xi Jinping an Unprecedented Invitation (bloomberg)
  20. Chinese Consumption Stocks Surge on Policy Optimism, Vouchers (bloomberg)
  21. The Big Read. Could weight-loss drugs treat other chronic diseases? (ft)
  22. Trump has options to mitigate the rising US budget deficit (ft)
  23. The State Administration for Market Regulation and the Ministry of Commerce have directed Pinduoduo owner PDD to fix this practice (scmp)
  24. Tencent boss Pony Ma praises China’s economic policy, stimulus for private sector (scmp)

Be in the know. 19 key reads for Wednesday…

  1. Why investors need to watch Japan as a key source of market risk in 2025 (businessinsider)
  2. Traders Are Betting on a Quarter-Point Rate Cut Next Week (barrons)
  3. US CPI Brings No Surprises, Firming Up Fed Rate-Cut Bets (bloomberg)
  4. Boeing Stock Is Taking Off. Here’s Why. (barrons)
  5. Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners (wsj)
  6. The Fate of Markets Rests on Trump’s Dollar Policy (wsj)
  7. JetBlue’s Turnaround Plan: First-Class Seats and Fewer Routes (wsj)
  8. The Rise of Theo Von, the Resident Quipster of Podcasting’s ‘Manosphere’ (wsj)
  9. How to Get Off a Long Flight Feeling Your Best (bloomberg)
  10. Mortgage refinance demand surges 27%, as interest rates drop for the third straight week (cnbc)
  11. Fed Chair Jerome Powell can serve remainder of term, says Trump’s Treasury pick Bessent (cnbc)
  12. Here’s Who Owns US Debt (zerohedge)
  13. The 3 Highest Yielding Dogs of the Dow Are December Holiday Bargains (247wallst)
  14. China property: a tale of rising sales and falling prices in top cities (scmp)
  15. China stocks regain appeal as Xi signals major stimulus in Politburo meeting (scmp)
  16. Gulf financiers expect investments in China to return up to 35 per cent next year based on bets that Beijing will implement additional stimulus measures, according to speakers at a summit in the United Arab Emirates (UAE). (scmp)
  17. China’s yuan likely to stabilise and strengthen, central bank says (reuters)
  18. Trump Trolls Trudeau, Calls Him Governor of Canada (bloomberg)
  19. Now the Bears Are Apologizing? (carsongroup)

Be in the know. 13 key reads for Tuesday…

  1. Boeing reportedly restarts 737 Max production a month after strike ended (cnbc)
  2. Citi’s Manthey Sees Europe Stocks Rising Almost 10% by End-2025 (bloomberg)
  3. Beneath the hood, stocks just suffered their worst day of the year. Some are worried. (marketwatch)
  4. The best stock pickers market in 25 years is upon us. Here’s where the opportunities are. (marketwatch)
  5. Exclusive: Boeing restarts 737 MAX production a month after strike ended, sources say (reuters)
  6. US small business sentiment nears 3-1/2-year high in November (reuters)
  7. China Auto Sales Sustain Momentum on Subsidies, Campaigns (wsj)
  8. Wall Street Is Betting Billions on Rental Homes as Ownership Slips Out of Reach (wsj)
  9. Here’s why Disney is doubling down on cruises with a $12B spending spree (nypost)
  10. NYC’s Five-Star Pierre Hotel Near Central Park Is on the Market (bloomberg)
  11. Money Managers Cast Doubt on Economic Impact of Trump’s Tariffs (bloomberg)
  12. Boeing to layoff hundreds in Washington state as company-wide cuts continue (foxbusiness)
  13. Ahern: First time a U.S. stock reacted to U.S.-China political tensions. (cnbc)

Be in the know. 28 key reads for Monday…

  1. Alibaba Stock Jumps, Trip.com Set For Break Out On Latest China Stimulus Plans (investors)
  2. China’s Politburo mentioned these two words for the first time in more than a decade. Stocks soared. (marketwatch)
  3. A statement from the Chinese Politburo said it will “implement more proactive fiscal policies and moderately loose monetary policies, enrich and improve the policy toolbox, [and] strengthen extraordinary counter-cyclical adjustments,” according to an English translation. (marketwatch)
  4. Nvidia reportedly facing China antitrust probe. Why that matters for the stock. (marketwatch)
  5. Ant Group gets new CEO as billionaire founder Jack Ma talks up AI in rare appearance (cnbc)
  6. China’s Latest Stimulus News Is All About. (barrons)
  7. Jack Ma makes rare speech at Ant Group’s 20th anniversary (scmp)
  8. Trump says he won’t try to oust Powell from Fed. That’s a near-term positive for stocks, according to Tom Lee. (marketwatch)
  9. Nvidia Stock Drops. China Is Probing the AI Chip Maker. (barrons)
  10. It’s time to sell the U.S. dollar, Morgan Stanley says (marketwatch)
  11. The switch from the speculative to the highly speculative may see these investors get burned (marketwatch)
  12. Alibaba, Nio Stock Jump. What China’s Latest Stimulus Push Is All About. (barrons)
  13. Trump Targets Canada With Tariff Threats—and Trolling (wsj)
  14. Dividend Stocks Are Primed for a Comeback in 2025 (wsj)
  15. Why Disney Is Plowing Cash Into a Cruise Line Expansion (wsj)
  16. Mondelez Exploring Takeover of US Chocolate Maker Hershey (bloomberg)
  17. Google Unveils New Quantum Computer With Mind-Boggling Speed (bloomberg)
  18. Steve Cohen Spends $1.6 Billion on Mets Payroll With Soto Bet (bloomberg)
  19. ‘Moana 2’ Cruises to Another Record Weekend and $600 Million Globally (bloomberg)
  20. China’s New Monetary Policy Echoes 2008 Stance (bloomberg)
  21. China vows ‘more proactive’ fiscal stimulus measures, ‘moderately’ looser monetary policy (cnbc)
  22. China’s top leaders are set to discuss GDP growth target, stimulus measures amid economic worries (cnbc)
  23. Chinese Premier Vows to Do Everything Possible to Expand Demand (bloomberg)
  24. China loosens monetary policy stance for first time in 14 years (ft)
  25. National Team Buys Stocks Before Economic Conference, Week In Review (chinalastnight)
  26. Proactive Fiscal Policies & “Moderately Loose” Monetary Policy Unleash Hong Kong Buying (chinalastnight)
  27. China Politburo policy shift spurs surge in stocks, bonds (reuters)
  28. Proactive Fiscal Policies & “Moderately Loose” Monetary Policy Unleash Hong Kong Buying (chinalastnight)

Be in the know. 7 key reads for Saturday…

  1. November Jobs Report Isn’t as Strong as It Looks. What It Means for the Fed. (barrons)
  2. Odds of a Quarter-Point Rate Cut in December Spike (barrons)
  3. DOGE Plans to Cut $500B From Over 1,200 Programs. Just 24 Make Up the Most of It. (barrons)
  4. Bill Gross Is On the Alert as Momentum Mania Sweeps Wall Street (bloomberg)
  5. US Consumer Borrowing Jumps on Surge in Credit-Card Balances (bloomberg)
  6. Hormel Foods (HRL) Raises Dividend for 59th Consecutive Year (dgi)
  7. Why The Classic Ferrari Daytona Is So Coveted By Collectors (maxim)