Be in the know. 24 key reads for Tuesday…

  1. DoubleLine’s Gundlach sees chance U.S. inflation could dip below forecasts in 2023 (marketwatch)
  2. BofA Survey Says Investors Are Less Gloomy on Growth Over China (bloomberg)
  3. China-US chip battle heats up as Beijing prepares to spend $143B to boost manufacturing: report (foxbusiness)
  4. CPI Misses Across The Board (zerohedge)
  5. US Core Inflation Slows, Giving Fed Some Breathing Room on Rates (bloomberg)
  6. “The current period of high inflation looks more like the price spikes that followed the end of wartime mobilization in the late 1940s than it does the beginning of a wage-price spiral that took root in the late 1960s and early 1970s.” (wsj)
  7. 10-year Treasury yield drops below 3.5% after inflation reading comes in lighter than expected (cnbc)
  8. China Halts Location Tracking App as Covid Restrictions Fall (wsj
  9. Moderna’s mRNA Cancer Vaccine Shows Promise in Preliminary Study (wsj)
  10. Senior US officials visit China, hold talks with vice foreign minister (reuters)
  11. BA Stock Rises: Boeing Sells Up To 200 Dreamliner Jets To United Airlines In ‘Historic’ Deal (investors)
  12. S. Sustainable Investments Plunge 51% from 2020 (barrons)
  13. Thoma Bravo Is Still Shopping for Software Deals. Its War Chest Is Overflowing. (barrons)
  14. State-owned Chinese banks help cash-strapped developers raise offshore loans (scmp)
  15. Guangzhou car show to revive industry confidence, boost economy: organisers (scmp)
  16. GE HealthCare Is About to Be Independent. This Is Where the Stock Should Trade. (barrons)
  17. Oracle’s Cloud Business Is Still Growing (barrons)
  18. S. to Announce Nuclear-Fusion Energy Breakthrough (wsj)
  19. Supply-Chain Shortfalls Targeted by New Bill (wsj)
  20. It’s Time to Prepare for Ukrainian Peace (wsj)
  21. Nestle to build $43M facility in war-torn Ukraine (nypost)
  22. Consumer prices rose less than expected in November (cnbc)
  23. Fed funds futures traders see more-than-50% chance of 25-basis-point rate hike in February after CPI report (marketwatch)
  24. “Stick A Fork In Inflation”… “Tomorrow Is The Last Hike This Cycle”: A Stunned Wall Street Reacts To The CPI Miss (zeorhedge)

Be in the know. 15 key reads for Monday…

  1. AI’s Next Big Thing Is Fast and Scary Smart. It Even Writes Poetry. (barrons)
  2. GM’s Mary Barra Gets No Respect. Here’s Why She Should. (barrons)
  3. Retail capitulation may be a new year’s gift for the stock market, says this analyst (marketwatch)
  4. Amgen to Buy Horizon Therapeutics (barrons)
  5. Interest-Rate Paths for U.S., Europe Set to Diverge (wsj)
  6. Ukraine Can Win the War. But the Cost May Be Too High for the West. (wsj)
  7. She Put Her Own Spin on a Classic Porsche (wsj)
  8. The New Chatbots Could Change the World. Can You Trust Them? (nytimes)
  9. US Says Scientists Make Breakthrough in Nuclear Fusion Energy (bloomberg)
  10. China Reopening May Boost Hong Kong’s GDP by 7.6%, Goldman Says (bloomberg)
  11. Dealmakers Are in Last-Minute $70 Billion M&A Rush Before Holidays (bloomberg)
  12. Inflation Forecasts Were Wrong Last Year. Should We Believe Them Now? (nytimes)
  13. Brian Moynihan added to short list to replace Yellen at Treasury (foxbusiness)
  14. China’s internet darlings seek growth after zero-Covid (ft)
  15. ChatGPT is fluent, clever and dangerously creative (ft)

Be in the know. 22 key reads for Sunday…

  1. China’s Top Medical Adviser Says Omicron’s Risks Same as Flu (bloomberg)
  2. China Stocks Are a Buy on Reopening, Top Money Managers Say (bloomberg)
  3. Alibaba to invest heavily in livestream commerce with influencer growth plan and celebrity participation (technode)
  4. CVS Wants to Be America’s Healthcare Provider. All It Needs Now Are Doctors. (barrons)
  5. Small-cap stocks might make you the most money in 2023, based on two important data points (marketwatch)
  6. Investors Grow More Confident Fed Will Pull Off a Soft Landing (wsj)
  7. Biden adviser calls Wall Street opposition to shale drilling ‘un-American’ (ft)
  8. World’s Top Money Managers See Global Stocks Recovering in 2023 (bloomberg)
  9. Investors Call Time on FAANG Stock Dominance After Nasdaq’s Rout (bloomberg)
  10. China Stocks Are a Buy on Reopening, Top Money Managers Say (bloomberg)
  11. Stocks won’t be hit as badly by weakening corporate earnings in 2023 as many think, BlackRock strategist says (businessinsider)
  12. Wharton professor Jeremy Siegel outlines exactly how he sees the stock market, inflation, and the economy playing out in 2023. Here are the best 9 quotes from the interview. (businessinsider)
  13. Even as China Eases Covid Rules, Some Youths Still Fear a Grim Future (nytimes)
  14. Disney Stock Is a Buy Today (morningstar)
  15. Quarterly Options Expiration Historically Bullish (Almanac Trader)
  16. Bank of China offers loans to ease Chinese developer’s liquidity (reuters)
  17. How Mark Zuckerberg Became One Of The World’s Most Influential Tech Tycoons (maxim)
  18. The state of the American consumer (npr)
  19. Episode 22-50 A 1-2-3 Punch for Alzheimer’s (Tech Nation)
  20. What Extreme Weather Events Are Doing to Global Insurance Markets (bloomberg)
  21. MrBeast’s billion-dollar business and the real reason VCs want to invest (fastcompany)
  22. The Ford GT MkIV Is an 800-HP Track-Only Monster (roadandtrack)

Be in the know. 18 key reads for Saturday…

  1. As Internet Usage Shifts to TikTok-like Videos, the Giants Climb Aboard (barrons)
  2. Beijing Approves mRNA Vaccines for German Nationals in China (bloomberg)
  3. EXCLUSIVE: Master Investor Howard Marks Shares His Blunt Advice On Investing (Forbes)
  4. Nobel economist Paul Krugman says housing and labor market data may be overstated, and inflation could be dropping rapidly (businessinsider)
  5. GOLDMAN SACHS: 20 stock option trades (businessinsider)
  6. Excess Savings during the COVID-19 Pandemic (federalreserve)
  7. 100-Bagger (woodlockhousefamilycapital)
  8. Almost Every Tech Stock Is Cheap. Here’s 1 That May Actually Be Cheap Enough. (barrons)
  9. ‘Almost every health care company will be in the in cloud’ in the next 10 years: AWS exec (yahoo)
  10. Some Activists Are Leading an ESG Backlash (barrons)
  11. China’s Xi Jinping Pledges More Energy Deals With Gulf Producers (wsj)
  12. Royal Caribbean CFO Says Experience Seekers Are Fueling Comeback (bloomberg)
  13. JPMorgan’s quant guru says it’s time to sell energy stocks as massive outperformance relative to oil prices isn’t likely to last (businessinsider)
  14. JP Morgan asset managers buck the doomsayers of Wall Street, predicting a better 2023 for stocks and bonds (businessinsider)
  15. Opinion: Household wealth down by $13.5 trillion in 2022, second-worst destruction on record (marketwatch)
  16. Rules That Warren Buffett Lives By (investopedia)
  17. How Warren Buffett Could Prevent a Breakup of Berkshire Hathaway After He Dies (barrons)
  18. DoubleLine Jeffrey Gundlach at CNBC Financial Advisor Summit (cnbc)