Be in the know. 18 key reads for Monday…

  1. Exclusive: China may announce 10 new COVID easing steps on Wednesday (reuters)
  2. Bargains begin luring big banks back to China bets for 2023 (reuters)
  3. Alibaba Sees Green Shoots of Recovery In China Discretionary Consumer Spending (alizila)
  4. Alibaba Pictures Reports 35% Revenue Growth Driven by Content Investment (alizila)
  5. Holiday Sale: Small-Cap Stocks Are at Bargain Levels (barrons)
  6. Alibaba, JD.com Rise in Chinese Stock Rally on Loosening of Covid-19 Restrictions (barrons)
  7. Hong Kong to be among top three IPO hubs in 2023 with US$26 billion in deals (scmp)
  8. Meta Platforms says metaverse could contribute over $3 trillion to global GDP by 2031 (streetinsider)
  9. US Dollar Erases More Than Half of This Year’s Gains on Fed Bets (yahoo)
  10. India signals it will continue to buy oil from Russia (marketwatch)
  11. S. economy won’t collapse under Fed’s ‘weight’ based on the performance of these sectors despite inflation and oil risks (marketwatch)
  12. Beijing Seeks Positive Spin on Covid Easing (wsj)
  13. China’s Covid Pivot Accelerates as Cities Ease Testing Rules (bloomberg)
  14. Morgan Stanley Upgrades China Stocks on Reopening Bullishness (bloomberg)
  15. Economists See Faster Reopening in China as Covid Curbs Ease (bloomberg)
  16. Economists Think They Can See Recession Coming—for a Change (wsj)
  17. Earnings Expectations Bottom With COVID-Zero Ending (zerohedge)
  18. Back To Basics. The Energy Report 12/05/2022 (Phil Flynn)

Be in the know. 15 key reads for Sunday…

  1. The Protests in China and Why They Happened Now (bloomberg)
  2. META Lesson 3: Tell me a story! (aswathdamodaran)
  3. These 49 housing markets to see home prices fall over 15%—this interactive map shows Moody’s updated forecast for 322 markets (fortune)
  4. Elon Musk wants Twitter workers to come up with 3 kinds of ‘great ideas’: Improve the product, boost revenue or cut costs (fortune)
  5. Shenzhen is loosening its COVID restrictions in the latest sign of China easing up after anti-lockdown protests: ‘A new stage’ (fortune)
  6. What 1989 can teach us about the recent protests in China (economist)
  7. The era of constant innovation at Amazon could be over (techcrunch)
  8. China Loosens Covid Rules as Public Anger Simmers (wsj)
  9. Iran Abolishes Morality Police And Mulls Changes To Mandatory Hijab Law Amid Anti-Government Protests (forbes)
  10. After Friday’s Rebound, One Of Goldman’s Biggest Bears Capitulates: “I Am Officially Ready To Stop Fighting It” (zerohedge)
  11. Brussels Bailing Out Ukraine Will Ruin Europe For Generations, Hungary’s Orban Warns (zerohedge)
  12. Royal Caribbean’s CEO on How the Cruise Line Got Through Covid (thestreet)
  13. Why the Tesla Semi Makes So Much Sense (cnet)
  14. Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs)
  15. Tiger Woods reveals swing advice to Charlie: ‘Don’t copy my swing. Copy Rory’s’ (golfdigest)

Be in the know. 20 key reads for Saturday…

  1. U.S.-traded Chinese stocks clinch best week since at least March as reopening hopes help spark rebound (marketwatch)
  2. China Watchers See Shift to Growth at Politburo Meeting (bloomberg)
  3. Why stocks might not be doomed even with a key recession signal flashing warnings (marketwatch)
  4. The Big Read. The humbling of Xi Jinping (ft)
  5. Xi Sees Covid in China as Now Less Lethal, EU Official Says (bloomberg)
  6. The 10 Best Companies to Invest in Now (morningstar)
  7. Beijing, Shenzhen loosen more Covid curbs as China easing gathers pace (cnbc)
  8. Wall Street Isn’t Fond of T. Rowe Price, but Maybe You Should Be (barrons)
  9. Boeing Stock Is Surging. A Big United Airlines Order May Be Coming. (barrons)
  10. This part of stock market signals economy won’t soon collapse under Fed’s ‘weight’ as investors brace for oil risks, inflation data (marketwatch)
  11. Latin American Stocks Are Rising. Time to Buy. (barrons)
  12. Boeing Races to Win Congressional Reprieve for New 737 MAX Models (wsj)
  13. Lack of Wind Pushes Europe’s Power Prices Higher, Just as Cold Sets In (wsj)
  14. Not your average plane Pentagon debuts first new US bomber aircraft in 30 years (nypost)
  15. Four Chinese tell why they’re protesting Xi: ‘Give me liberty or give me death!’ (nypost)
  16. Dollar sinks as investors increase bets on slower Fed rate rises (ft)
  17. One Massive Trade Likely Fueled $1.5 Billion Flood Into Bond ETF (bloomberg)
  18. Protests Put Xi Jinping in Unfamiliar Territory (bloomberg)
  19. Here is how the so-called price cap on Russian oil will work. (nytimes)
  20. The spread of P/E multiples is 40% wider than normal, says Oakmark’s Nygren (youtube)

Be in the know. 10 key reads for Friday…

  1. Coronavirus: cities in China roll back testing in a sign of shift in strict zero-Covid policy (scmp)
  2. China Plans Covid Vaccination Drive for the Elderly in Bid to Ease Pandemic Controls (wsj)
  3. Senate Votes 80-15 to Pass Bill Blocking Nationwide Railroad Strike (wsj)
  4. Consumer Spending Jumped in October as Inflation Eased (wsj)
  5. China’s Young Protesters Wrestle With How Far to Push: ‘We Don’t Want Covid Tests, We Want Freedom’ (wsj)
  6. Unemployment rate remained at 3.7% (wsj)
  7. The Fed’s Preferred Inflation Gauge Slowed in October (nytimes)
  8. Kids Don’t Want Money Any More (wsj)
  9. Hong Kong stocks outpace global markets as China reopening bets increase (scmp)
  10. China Is Snapping Up Russia Oil Even as Price Cap Talks Continue (bloomberg)