Be in the know. 17 key reads for Tuesday…

  1. Alibaba and JD.com Stocks Rise as China Plans to Open Its Borders (barrons)
  2. Healthcare Deal-Making Set to Surge in 2023 (wsj)
  3. How to Invest in Automation (barrons)
  4. Our 10 Favorite Stocks for 2023: Amazon, Delta, and More (barrons)
  5. Is a 2023 stock-market rebound in store after 2022 selloff? What history says about back-to-back losing years. (marketwatch)
  6. ‘Manna from heaven’ inflation and ‘a world that’s not ending.’ A top strategist offers ideas on investing in a brighter future. (marketwatch)
  7. China to Open Borders as Covid-19 Cases Rise (wsj)
  8. Housing Slump Set to Give Fed an Inflation-Fighting Assist (wsj)
  9. Investors Hope China Opening Will Boost World Economy (wsj)
  10. What Would It Take to Turn More Offices Into Housing? (nytimes)
  11. China Removes More Covid Travel Restrictions With New Passports, Permits (bloomberg)
  12. China Reopens Borders to World In Removing Last Covid Zero Curbs (bloomberg)
  13. Outflows from equities in a week to Wednesday were largest ever – BofA (streetinsider)
  14. Mastercard says US retail sales rose 7.6% in holiday season, analyst highlights three beneficiaries (streetinsider)
  15. Why Investors Should Pay Attention to Africa (institutionalinvestor)
  16. Hong Kong Searches for Flights to China Soar as Last Curbs Fall (bloomberg)
  17. Billionaire investor Charlie Munger: Stop complaining about your quality of life (cnbc)

Be in the know. 15 key reads for Monday…

  1. Why 2023 will be like 1967’s ‘Summer of Love’ for the stock market (nypost)
  2. Beijing roars to life a month after zero-Covid lockdowns fade, but China is not out of the woods yet (cnbc)
  3. Wall Street expects S&P 500 to finish 2023 at 4,000 after missing mark by the widest margin since 2008 (marketwatch)
  4. Opinion: 13 consumer and internet stocks to own as China finally reopens (marketwatch)
  5. Wall Street and Fed Flopped in Trying to Predict 2022 (wsj)
  6. China’s Xi Urges Better Hygiene as Nation Continues Covid Shift (bloomberg)
  7. China Holds Biggest Military Drill Near Taiwan Since Pelosi Trip (bloomberg)
  8. Chinese Cities See Covid Peaking in January as Official Data Gets Obscured (bloomberg)
  9. Beijing to distribute Pfizer antiviral drug as Covid wave strains health system (cnn)
  10. China limps toward living with COVID as Beijing, Shanghai residents go back to work (yahoo)
  11. S. retail sales grows 7.6% in holiday season -Mastercard data (reuters)
  12. Chinese vaccine tourists flock to Macau for mRNA Covid jabs (ft)
  13. China stocks rise as top brokerages Citic, CSC and Everbright predict swift economic recovery from Covid impact (scmp)
  14. Tech stocks will jump 20% in 2023 as the sector dodges Fed headwinds and shows signs of resilience after this year’s ‘horror show,’ Wedbush says (businessinsider)
  15. GOLDMAN SACHS: Buy these 50 stocks that are trading at steep discounts that make them low-risk and high-reward (businessinsider)

Be in the know. 20 key reads for Christmas…

  1. Micron: the auto market for chips is soaring (thetechnologyletter)
  2. The Best Classic Christmas Movies of All Time (townandcountrymag)
  3. Warren Buffett: Starting Over – What I Would Have Done Differently (acquirersmultiple)
  4. One Stock Superinvestors Are Buying (acquirersmultiple)
  5. Jeffrey Gundlach: All The Major Trends Have Reversed (acquirersmultiple)
  6. Bill Ackman Says Fed’s 2% Inflation Target ‘No Longer Credible’ (bloomberg)
  7. Wages since the pandemic have not matched the increase in prices, says Jeremy Siegel (cnbc)
  8. We know the potential; so why aren’t we all value investors? (fidelity)
  9. Where Are Stocks Looking Cheap or Expensive? (morningstar)
  10. How to Use ChatGPT and Still Be a Good Person (nytimes)
  11. Netflix lists ‘Glass Onion’ island compound for $450 million on Zillow (cnbc)
  12. Day After Christmas NASDAQ & Russell 2000 Up 73.5% Of Time (Almanac Trader)
  13. Tencent’s Pony Ma vows cuts, says WeChat short video is company’s future: report (technode)
  14. 2023 Aston Martin DBX707 Puts the ‘Super’ in SUV (mensjournal)
  15. ‘You’re chilling on the weekends, playing ball’: Tencent CEO Pony Ma blasts employees for being lazy after a tough 18 months for the game developer (fortune)
  16. The U.S. population is finally growing again—but not because Americans are having more kids (fortune)
  17. China Won’t Spoil the Fed’s Soft Landing (wsj)
  18. Alex Ovechkin moves to 2nd in NHL goals with 802, passing Gordie Howe (npr)
  19. Where Things Stand Now With Inflation and the Fed (bloomberg)
  20. A Very Tom Lee Christmas | What Are Your Thoughts? (youtube)