Be in the know. 17 key reads for Thursday…

  1. China Vows ‘Appropriate’ Fiscal Expansion to Aid Economic Growth (bloomberg)
  2. Shanghai’s economy to ‘boom amid post-Covid influx of foreign investment’ (scmp)
  3. Wharton Professor Jimmy Siegel Says Real Inflationary Challenges Over, Predicts 15-20% Rally For US Stocks In First Half Of 2023 (benzinga)
  4. Continuing Jobless Claims Near 11-Month Highs (zerohedge)
  5. China’s economy begins to reopen after 3 years of Covid isolation (ft)
  6. Chinese megacity eases property rules to revive ‘pillar of the economy’ (scmp)
  7. Chinese ‘Revenge Travel’ Will Lift Tourism in 2023 (wsj)
  8. CES Is Back. Can It Be the Boost Tech Needs? (barrons)
  9. Tencent shares extend three-month rally after China approves new games (ft)
  10. Cash Flow Will Be Key in 2023 for Ford, GM, and Tesla Investors (barrons)
  11. These Stock Market Darlings Lost Their Luster. But These May Shine in 2023. (barrons)
  12. US Jobless Claims Rise Slightly But Remain Near Historic Lows (bloomberg)
  13. Thomas Hayes: Even if the economy gets slower, the stock market can do better (foxbusiness)
  14. Market Will See ‘Some Upside’ In 2023, Says Analyst (thestreet)
  15. China to import 45 foreign video games, grants multiple licences to Tencent (reuters)
  16. Vietnam Economy Expands Faster-Than-Expected in December Quarter (bloomberg)
  17. TSMC starts volume production of most advanced chips in Taiwan (reuters)

“Damn Strait” Stock Market (and Sentiment Results)…

“Damn Strait” is a song by American country music singer Scotty McCreery. It was released on October 18, 2021.  The song is a tribute to country music legend George Strait.  I think as we approach the end of the year, many investors in any risk assets (stocks or bonds) can relate to his lyrics: Continue reading ““Damn Strait” Stock Market (and Sentiment Results)…”

Be in the know. 11 key reads for Wednesday…

  1. Hong Kong Ends Last Covid Curbs in Bid to Revive Finance Hub (bloomberg)
  2. Inquiring Minds Want to Know Why 5+3=0 & What Spiked +412% Day over Day on Trip.com (chinalastnight)
  3. Disney’s New ‘Avatar’ Isn’t a Blowout, but It Could Still Boost Streaming (barrons)
  4. What’s Ahead—and 3 Stocks to Watch—for Every S&P 500 Sector (barrons)
  5. 5 Predictions for the Labor Market in 2023 (barrons)
  6. Chinese are snapping up flights abroad as Beijing drops more travel restrictions (marketwatch)
  7. Hong Kong scraps vaccine pass, COVID-19 tests for travelers (marketwatch)
  8. Hong Kong’s Hang Seng jumps to four-month high (marketwatch)
  9. Homebuilder Analyst Who Nailed 2022 Call Now Sees Strength Ahead (bloomberg)
  10. China’s elite give Paxlovid to friends as demand soars for Covid drug (ft)
  11. China grants licenses to 44 imported games, first time for approvals in 18 months (scmp)