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)

Be in the know. 12 key reads for Tuesday…

  1. Why China Is Considering Rarely Used Special Bonds to Stimulate Its Economy (bloomberg)
  2. Bill Gross: Fed Should Stop QT and Lower Rates (bloomberg)
  3. Expect U.S. stocks to tack on another 5% before the next pullback, veteran Wall Street strategist says (marketwatch)
  4. Dollar Longs Are Steadily Throwing The Towel In (zerohedge)
  5. MrBeast reveals he made $250,000 from X video (bbc)
  6. Votes for Sale! A Startup Is Letting Shareholders Sell Their Proxies (wsj)
  7. The 20-Year-Old Amateur Who Just Eclipsed Tiger Woods and Phil Mickelson (wsj)
  8. Gucci Owner Buys Manhattan Building for $963 Million (bloomberg)
  9. How One Debt-Laden Company Could Create a Storm for Private Jets (wsj)
  10. Margins will be the key driver of S&P 500 ROE in 2024 – Goldman (streetinsider)
  11. Exclusive: China moves to support yuan (reuters)
  12. Alibaba’s online flea market Xianyu launches bricks-and-mortar store in China in latest innovation (scmp)

Be in the know. 15 key reads for Monday

  1. The Fed has to start cutting rates to avoid tipping the economy over, and 8 cuts are coming in the next 2 years, Bank of America chief Brian Moynihan says (businessinsider)
  2. Here’s when Morgan Stanley thinks the Fed will likely start tapering QT (streetinsider)
  3. Chinese buyers return to Hong Kong’s luxury property market as activity picks up (scmp)
  4. Companies rush to bond market in record $150bn debt splurge (ft)
  5. I Rented a Tesla for a 1,600-Mile Road Trip. I’ll Think Twice Next Time. (barrons)
  6. S., Arab Allies Push Hostage-Release Plan Aimed at Ending Israel-Hamas War (wsj)
  7. Two important events this week could determine the future of Fed rate policy (cnbc)
  8. A bearish signal is flashing for the market’s hottest stocks – and it shows there’s a can’t-miss opportunity brewing for investors, RBA says (businessinsider)
  9. These are the 30 best investments to make now as US stocks rally to record highs, according to bullish strategists at 3 large investment firms (businessinsider)
  10. 4 for ’24: Year Ahead Outlook (rba)
  11. Regional banks pullback is what we’ve been waiting for, says Jim Cramer (cnbc)
  12. S&P Earnings Estimates (Morgan Stanley)
  13. S&P Net Profit Margin (Goldman Sachs)
  14. The Cavalry Comes To Mainland Market’s Rescue, Week in Review (chinalastnight)
  15. American consumers haven’t been this upbeat about the economy since 2021 (businessinsider)

Be in the know. 15 key reads for Sunday…

  1. Charlie Munger – Daily Journal Corp. (holdings)
  2. 2024 Performance Car of the Year (roadandtrack)
  3. Weekly Leading Economic Index (advisorperspectives)
  4. Alibaba Platforms Fuel $66B in U.S. Product Sales, Spurring Job Growth (alizila)
  5. Econ Battle Zone: Disinflation Confrontation (npr)
  6. The Top 20 Landowners In America According To A New Report (forbes)
  7. 15 Best Dividend Stocks to Buy for 2024 (usnews)
  8. CT’s top pizza restaurants of 2024, according to Connecticut Magazine (Connecticut Magazine)
  9. The Car Dealership Billionaire No One Knows (forbes)
  10. Be Patient: Zuckerberg’s Big New AI Bet Won’t Revolutionize Your Life Anytime Soon (cnet)
  11. The ‘Seinfeld’ Double-Dip Is Exactly as Gross as It Seems, According to Science (mentalfloss)
  12. This Is What’s Driving the Big Surge in US Oil Production (bloomberg)
  13. Rory McIlroy avenges last week’s loss, blitzes field over weekend to cruise to fourth Dubai title (golfdigest)
  14. Economic slowdown on top of lower inflation begs for major adjustments (scottgrannis)
  15. Maserati almost couldn’t let go of this early MC12 (classicdriver)