Be in the know. 5 key reads for Friday…

  1. Why Wall Street no longer fears sprawling impact from the weight loss drug craze (yahoo)
  2. Should I Buy China Shares Now? All You Need to Know After $6 Trillion Rout (bloomberg)
  3. China Signals More Targeted Stimulus to Come (bloomberg)
  4. AI Needs So Much Power That Old Coal Plants Are Sticking Around (bloomberg)
  5. Intel Gives Muted Outlook Even as PC Recovery Lifts Sales (wsj)

Be in the know. 14 key reads for Thursday…

  1. GDP Growth Surged in Fourth Quarter for Strong Finish to 2023 (barrons)
  2. China Stocks Are World’s ‘Best Value Proposition’ to Gavekal (bloomberg)
  3. Airlines Can Complain About Boeing All They Want. Why It Doesn’t Matter. (barrons)
  4. Here are 3 things investors need to know about how the Fed might roll back quantitative tightening (marketwatch)
  5. U.S. initial jobless claims up 25,000 to 214,000 in latest week (marketwatch)
  6. Insurers Rake In Profits as Customers’ Premiums Soar (wsj)
  7. China Moves to Boost Bank Lending in Broad Effort to Prop Up Growth (wsj)
  8. China property stocks jump as Beijing takes steps to boost liquidity in the beleaguered sector (cnbc)
  9. 5 reasons the stock market rally will broaden in 2024, according to forecaster who nailed 2023’s surge (businessinsider)
  10. China wants domestic investors to stop buying so much foreign stock (businessinsider)
  11. Chinese retail investors hit by big losses in ‘snowball’ derivatives (ft)
  12. Fintech giant Ant Group sets up AI unit led by former Google researcher (scmp)
  13. Hong Kong stocks recoup US$400 billion, China plans to restore market confidence (scmp)
  14. Fairlead’s Katie Stockton charts the next move for small caps (cnbc)

“Proud Mary” Stock Market (and Sentiment Results)…

“Proud Mary” is a song by American rock band Creedence Clearwater Revival written by John Fogerty. It was released as a single in January 1969 by Fantasy Records and on the band’s second studio album, Bayou Country. The song became a major hit in the United States, peaking at No. 2 on the Billboard Hot 100 in March 1969, the first of five singles to peak at No. 2 for the group.  (Wikipedia) Continue reading ““Proud Mary” Stock Market (and Sentiment Results)…”

Be int he know. 10 key reads for Wednesday…

  1. 3M CEO on earnings: We expect a successful 2024 (cnbc)
  2. Alibaba Gains as Jack Ma, Joe Tsai Buy $200 Million in Stock (bloomberg)
  3. Cramer’s Mad Dash: 3M (cnbc)
  4. China Weighs Stock Market Rescue Package Backed by $278 Billion (bloomberg)
  5. Small-cap stocks had a rough start to 2024 — but could shine the rest of this year, says stock market’s biggest bull (marketwatch)
  6. China ETFs jump after report Beijing may support its stock market (marketwatch)
  7. China Appears to Backpedal From Video Game Crackdown (nytimes)
  8. China reportedly exploring launch of stabilization fund to shore up battered stock market, analyst says it’s ‘necessary’ (streetinsider)
  9. Chinese stocks soar as Premier Li Qiang calls for ‘forceful’ steps to end rout (scmp)
  10. Small-Cap Stocks Look Like Winners. It’s Time to Buy (barrons)