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)

Be in the know. 30 key reads for Saturday…

  1. WATCH: Tom Hayes – Cheddar News TV Appearance – from 10/17/2022 (cheddar)
  2. “One year after hitting new highs, the index has risen 13 out of 14 times by a median of 13% in that span.” (bloomberg)
  3. 18 of the Best Stocks and ETFs to Buy Based on 2024 Expert Forecasts (morningstar)
  4. Dow, S&P 500 Mark Record Highs. Tech Extends Rally. (barrons)
  5. Stock buybacks could rebound this earnings season (cnn)
  6. Warren Buffett Tells Citi CEO to Continue Overhaul, Reuters Says (bloomberg)
  7. Citi could be a stock that Wall Street’s unfairly given up on, says Oakmark’s Bill Nygren (cnbc)
  8. The Stock Market Just Hit a Record High. 27 Picks for the Year Ahead, From Our Roundtable Pros. (barrons)
  9. Peter Lynch Investing Quotes (dgi)
  10. BP Stock Has Been Ignored for Too Long. It’s Time to Buy. (barrons)
  11. Tilray Stock Is Slumping. CEO Irwin Simon Bought Up Shares. (barrons)
  12. Inside One Of The World’s Greatest Private Ferrari Collections (maxim)
  13. Oil traders aren’t panicking over Middle East shipping attacks. Here’s why (marketwatch)
  14. Is AI hype starting to fade? Companies are poised to turn the talk into action in 2024, says Deutsche Bank. (marketwatch)
  15. The Stock Market Doesn’t Care About the Slow Start to Earnings Season (barrons)
  16. How the Stock Market Forgot the Fed and Hit a New Record (barrons)
  17. Freshpet, Tilly’s, and More Stocks See Action From Activist Investors (barrons)
  18. Small-Cap Stocks Are Super Cheap Again. 7 Picks From Citi. (barrons)
  19. Americans Are Suddenly a Lot More Upbeat About the Economy (wsj)
  20. Fed to Begin Rate Cut Discussions But Avoid Teeing First One Up (bloomberg)
  21. American Express CEO says spending is strong, delinquencies are down from 2019 (cnbc)
  22. See the Full List of Golden Globes Winners 2024 (vanityfair)
  23. Emmys 2024: See All the Winners Here (vanityfair)
  24. Fireside Chat with Dr. John C. Malone (youtube)
  25. Nelson Peltz: Disney board has underperformed the S&P 500 ‘on every measure’ (cnbc)
  26. Li Lu, The ‘Chinese Warren Buffett’ Remembers His Friend And Mentor Charlie Munger (yahoo)
  27. The 10 Best Dividend Stocks (morningstar)
  28. Global Elites Suddenly Starting to Fear AI (futurism)
  29. The Ultimate Range Rover Road Trip Through California Wine Country: Part II (maxim)
  30. Political Consultant Garrett Ventry Reveals The Secret To Being An Effective Power Broker (maxim)