Hedge Fund Tips

1. It’s halfway through earnings season. Tom Lee has four reasons results are better than they appear. (marketwatch)
2. Alibaba Group Announces December Quarter 2023 Results (alibaba)
3. Alibaba Q3 Revenue Beats Views As China’s Internet Giant Hikes Buyback Program By $25 Billion (IBD)
4. Tom’s early take on BABA results (X)
5. Chinese stocks showing signs of ‘capitulation’ as Wall Street analysts say bottom is in (marketwatch)
6. China Replaces Top Markets Regulator as Xi Tries to End Rout (bloomberg)
7. Disney Investors Seek Clarity on Elusive Streaming Profits (bloomberg)
8. These Two Fifth Avenue Blocks Are at the Center of New York’s Retail Real Estate Revival (bloomberg)
9. PayPal Earnings Are Here. Investors Need Evidence It Can Compete With Big Tech. (barrons)
10. Commercial Real Estate Will Rebound, Including the Office Sector, Says Investor (barrons)
11. New York Community Bank Was an ‘Outlier.’ Bank Stocks to Buy on the Dip. (barrons)
12. Big Tech Is Expensive. Consider Buying These Value Stocks Instead. (barrons)
13. PayPal Earnings Are Here. Investors Need Evidence It Can Compete With Big Tech. (barrons)
14. Walt Disney, Fox, Warner Bros. Discovery to Team Up in Sports Streaming (barrons)
15. Ford Could Get 50% More Profit Without EVs (wsj)
16. Beijing Appoints Capital Markets Veteran As Regulatory Chief Amid Stock Meltdown (zerohedge)
17. Who’s Who in the Battle Over Disney’s Board (wsj)
18. Third Point Takes Large Stake in Alphabet (Again) (institutionalinvestor)
19. New US-China economic exchanges show how status quo trumps substantive changes in ties, analysts say (scmp)
20. Break Up Disney? Why the Latest Activist Proposal Could Be Good News for Disney Shareholders (fool)
21. Amazon has the most ‘juice’ to the upside among Big Tech stocks, says Evercore ISI’s Mark Mahaney (cnbc)
22. Why JPMorgan’s trading desk just reversed course and turned bullish on stocks (businessinsider)

VF Corp earnings will be covered in detail in this week’s note out tomorrow…

1. Xi to Discuss China Stocks With Regulators as Rescue Bets Build (bloomberg)
2. China Stocks Rebound as Beijing Intensifies Efforts to Stem Rout (bloomberg)
3. Alphabet Gains Amid Fiber Plans, TSMC’s New Chip Plant and Other Tech News Today (barrons)
4. Alibaba and Other China Stocks Surge. Beware of a Dead Cat Bounce. (barrons)
5. Mahn Sees Upside for Stocks and Bonds (bloomberg)
6. Alibaba Cloud To Keep Upgrading Product Performance & Services, Tightening Ties w/ Ecological Partners (aastocks)
7. China market regulator’s rescue act seeks to guard financial and social stability (scmp)
8. Toby Keith dies at age 62 (reuters)
9. Chinese stocks surge as sovereign fund vows to buy more ETFs (streetinsider)
10. China on cusp of next-generation chip production despite US curbs (ft)
11. Western nations need a plan for when China floods the chip market (ft)
12. The Big Read. How Huawei surprised the US with a cutting-edge chip made in China (ft)
13. Why NYC Apartment Buildings Are on Sale Now for 50% Off (bloomberg)
14. Blinken Meets Saudi Crown Prince on Mideast Push for Pause in Gaza War (nytimes)
15. Why Is Big Tech Still Cutting Jobs? (nytimes)