Be in the know. 20 key reads for Monday…

  1. “Singling out internet platform firms, the officials said they would support the companies in playing a leading role in economic development, creating jobs and competing in the international market.” (bloomberg)
  2. China ADRs to Climb the Great Wall of Worry as PCAOB Resets HFCAA Clock, Week in Review (chinalastnight)
  3. China to maintain ample liquidity in 2023 to implement proactive fiscal policy, state media report (reuters)
  4. China’s Revival Could Help the World Avoid Recession (barrons)
  5. Emerging Markets Haven’t Seen a Bull Run in a Decade. Why There’s Hope for 2023. (barrons)
  6. Why This Housing Downturn Isn’t Like the Last One (wsj)
  7. Hedge Fund Bets Against Hong Kong’s Dollar Peg Have a Long History—and Little Success (wsj)
  8. Retailers Rethink In-Store Tech as Shoppers Return (wsj)
  9. ‘Bond King’ Bill Gross: The Fed may have already reached its optimal interest rate (fortune)
  10. Stock Market’s Brutal Year Leaves Wall Street With Little Faith in a Rebound (bloomberg)
  11. Investors Lose Another Shootout Against the Fed (bloomberg)
  12. China says it will step up support for economy in 2023 (reuters)
  13. JEFFERIES: Buy these 20 bargain-priced stocks ahead of a rebound to get 2023 off to a good start (businessinsider)
  14. Best stock picks for 2023: Here are Wall Street analysts’ most heavily favored choices (marketwatch)
  15. Pool Corp. Can Regain Buoyancy (wsj)
  16. Supercar Maker McLaren Teams Up With Lockheed Martin Skunk Works (zerohedge)
  17. Meta Platforms (META) stock could rally 30%, JPMorgan upgrades to Overweight (streetinsider)
  18. US to Buy Oil to Replenish Energy Reserve – Bloomberg (streetinsider)
  19. The Fed needs to stop raising rates (ft)
  20. Hong Kong’s IPOs may pick up in 2023, lifted by China’s reopening (scmp)

Be in the know. 14 key reads for Sunday…

  1. Robert Koenigsberger on Emerging Markets (bloomberg)
  2. Chinese authorities pledge support for internet-enabled services and sharing economy (technode)
  3. Santa Claus Rally, Mid-December Low & January Indicator Trifecta (Almanac Trader)
  4. ChatGPT vs The Sellside (ft)
  5. Here’s What To Know About OpenAI’s ChatGPT—What It’s Disrupting And How To Use It (forbes)
  6. 10 Best Cheap Stocks to Buy Now for Long Term (insidermonkey)
  7. Inflation is ‘basically over’ and the Fed is ‘making a terrible mistake’ by continuing to raise interest rates, Wharton professor Jeremy Siegel says (fortune)
  8. First Drive: Mercedes-Benz’s Sideways-Driving AVTR Concept Is as Otherworldly as It Looks (robbreport)
  9. Ford Says Goodbye To GT Supercar With Most Powerful Version Yet (maxim)
  10. How the McMurtry Electric Fan Car Clocked a 7.9-Second Quarter-Mile (thedrive)
  11. What’s the Future for Protests in China? (cfr)
  12. How inflation expectations affect the economy (npr)
  13. Younger and Menand Explain How We Got the Modern Banking System (bloomberg)
  14. Emily Balcetis: Setting and Achieving Goals [The Knowledge Project Ep. #154] (fs)

Be in the know. 22 key reads for Saturday…

  1. China’s Economy Is on the Mend. That Could Help the World Avoid Recession. (barrons)
  2. Emerging Markets Haven’t Seen a Bull Run in a Decade. Why There’s Hope for 2023. (barrons)
  3. Barron’s 10 Favorite Stocks for 2023 (barrons)
  4. Leuthold’s Paulsen, a Stock Bull, Is Retiring After 40 Years (bloomberg)
  5. China Shows More Pragmatism—And Less Ideology—on Economy (wsj)
  6. The Fed Is Making a Mistake—and the Stock Market Will Pay the Price (barrons)
  7. Why the Fed Must Cause More Pain to the Job Market to Fix Inflation (barrons)
  8. Stock-market investors now fear recession more than inflation. Here’s why. (marketwatch)
  9. Royal Caribbean Stock Could Rise 35%. How It Beat Other Cruise Lines With its Recovery. (barrons)
  10. Best stock picks for 2023: Here are Wall Street analysts’ most heavily favored choices (morningstar)
  11. Opinion: This is the only stock market prediction for 2023 that you need to know (marketwatch)
  12. Wall Street places more bets on chip sector’s soft landing in 2023 (marketwatch)
  13. Roblox Has 57 Million Daily Users, Half Under 12. What Could Go Wrong? (barrons)
  14. It’s Been a Brutal Year for REITs. This Mall Operator Now Looks Like a Bargain. (barrons)
  15. Price Pressures Ease in U.S. and Europe, Businesses Say (wsj)
  16. Bob Iger vs. Bob Chapek: Inside the Disney Coup (wsj)
  17. Chinese Property Bonds Are Suddenly a Huge Winner (wsj)
  18. Post-2008 Changes Limit Danger of New Housing Crisis (wsj)
  19. Krispy Kreme Outlines Plans to Automate Doughnut Production, Reduce Debt (wsj)
  20. The Big Read. Peak inflation? The new dilemma for central banks (ft)
  21. Ultra-Rich Chinese Push Premier Singapore Golf Entry Fee to $618,000 for Expats (bloomberg)
  22.  Three countries provided almost 70% of liquefied natural gas received in Europe in 2021 (eia)

Be in the know. 20 key reads for Friday…

  1. U.S. Regulator Says It Has Access to Audit Papers of Chinese Companies (wsj)
  2. Chinese Stock Delisting Threat Eases as US Gets Access to Audit Data (bloomberg)
  3. The godfather of the inverted yield curve breaks down why his famous recession indicator with a perfect track record won’t be accurate this time around (businessinsider)
  4. Meta Upgraded, J.P. Morgan Likes ‘Financial Discipline.’ Maybe the Worst Is Over. (barrons)
  5. China’s Leaders Plot Pivot Back Toward Boosting Economy (wsj)
  6. Futuristic Homes Prepare for Takeoff (barrons)
  7. BlackRock and State Street Grilled Over ESG Investing (barrons)
  8. Disney’s New ‘Avatar’ Flick Could Lose Money. Why It Might Not Matter. (barrons)
  9. ECB, BOE Raise Rates by Half a Percentage Point (wsj)
  10. Retail Sales, Manufacturing Declines Point to Slowing Economy (wsj)
  11. China’s Economy Struggled in Zero-Covid’s Final Month (wsj)
  12. The Markets Don’t Believe the Fed (wsj)
  13. Europe’s Economy Is Set to Avoid Worst-Case Scenario (wsj)
  14. Americans Pessimistic About Prospects for the Economy in 2023, WSJ Poll Finds (wsj)
  15. Investors See Fed Policy Mistake Driving Hard Landing, BofA Says (bloomberg)
  16. Fed’s High Inflation Forecast Baffles Wall Street After Soft CPI (bloomberg)
  17. Legendary Wall Street watering hole Harry’s celebrates 50 years (cnbc)
  18. Macau signs pacts with casino licensees after easing Covid-19 rules (scmp)
  19. Breaking: PCAOB Announcement – Complete Access to Inspect and Investigate Chinese Firms (chinalastnight)
  20. Hawkish ECB Sparks Peripheral Spread Blowout… That The ECB Will Have To Bailout (zerohedge)