Be in the know. 16 key reads for Wednesday…

  1. These stocks are down at least 20% from 2021 highs, but Wall Street sees them gaining as much as 87% in 2022 (marketwatch)
  2. Dollar’s Best Days Look Numbered Amid Rush to Front-Run Fed (bloomberg)
  3. (JD) Upsized and Extends Share Buyback Program to $3B (streetinsider)
  4. Asia’s Going Nuclear (zerohedge)
  5. Hedge funds bet against market pessimism on US economic outlook (ft)
  6. Hong Kong Stocks on Track for Worst Year in a Decade (wsj)
  7. 5 High-Yielding Dividend Aristocrats Are ‘Strong Buy’ Stock Ideas for 2022 (247wallst)
  8. The Fed Could Be Shifting Gears at Just the Wrong Time (barrons)
  9. Berkshire Stock Is Cheap. It’s One of Barron’s Top Stock Picks, Too. (barrons)
  10. Carnival Has Seen a Spike in Covid-19 Cases. But It Hasn’t Hurt the Stock. (barrons)
  11. Biden Eyes Raskin as Top Fed Banking Regulator (wsj)
  12. Alibaba Exploring Options for Weibo Stake With State Firm (bloomberg)
  13. What will the 2022 housing market look like? It could ‘come back down to sanity’ (cnbc)
  14. Possible Justice Department lawsuit looms over Apple, which is facing scrutiny worldwide (marketwatch)
  15. Big Tech heads for ‘a year of thousands of tiny tech papercuts,’ but what antitrust efforts could make them bleed? (marketwatch)
  16. The Metaverse Isn’t Quite Ready for You, but Your Investment Is Welcome (wsj)

Be in the know. 31 key reads for Tuesday…

  1. Boeing 737 Max Allowed to Fly in Indonesia, 2 Years After Crash (bloomberg)
  2. China Boosts Cash Injection as Demand for Liquidity Jumps (bloomberg)
  3. Veteran strategist David Roche says China is set to ease monetary policy further (cnbc)
  4. China 10-Year Yield Falls to Lowest in 18 Months on Easing Bets (bloomberg)
  5. China Vows Proactive Moves to Stabilize Economy in 2022 (bloomberg)
  6. Emerging Markets Seen Rising in 2022, But Not Until July (bloomberg)
  7. The Bull Market Keeps Running Thanks to Growing Profit Forecasts (bloomberg)
  8. China pursues ‘self-reliance’ in making chips, fueling global unease (marketwatch)
  9. China Evergrande Says Construction Has Resumed at Vast Majority of Its Projects (wsj)
  10. This simple strategy of picking cheap stocks has been a repeat winner. Here are a few dozen names to get you started. (marketwatch)
  11. Treasury Yields Seem Like a One-Way Bet, Until They Aren’t (wsj)
  12. It’s December 1999 Based on the NYSE Shares Touching New Lows (bloomberg)
  13. Another Winter LNG Cargo Appears to Divert to Europe From China (bloomberg)
  14. SPAC listings frenzy drives Hong Kong M&A deals to four-year high (scmp)
  15. Defensive Stocks Are the Best Offense Against a Wobbly Economy Right Now (barrons)
  16. Omicron Should Be Hitting the Market. Why Stocks Are Looking Past the Spread. (barrons)
  17. Toll Brothers CEO Sees a Strong Spring Selling Season Ahead (barrons)
  18. com Is One of Barron’s Top Stock Picks for the New Year. Here’s Why. (barrons)
  19. AT&T Stock Is Cheap. Why It’s One of Barron’s Picks for 2022. (barrons)
  20. Santa Claus rally is off to best start in 20 years. Here’s what history says about the stock market’s performance when rally starts this well. (marketwatch)
  21. China Issued New Rules for Overseas Listings. (barrons)
  22. An Easing of Covid Quarantine Rules Could Help Ease Worker Shortage (barrons)
  23. S. officials cut the number of days that they recommend some people isolate after being infected with Covid-19 to five days from 10, reflecting recent research, new pandemic-management ideas and stress on some industries as the Omicron variant has sickened workers. (wsj)
  24. Starboard Takes 6.5% Stake Worth Around $800 Million in GoDaddy (wsj)
  25. Pandemic Tech Darlings Turned to Duds in 2021 (wsj)
  26. Cheap Stocks in Europe Can Reward Investors With a Plan (wsj)
  27. Tech That Will Change Your Life in 2022 (wsj)
  28. Nasdaq is poised to underperform S&P 500 for first time since 2016 as investors shun tech stocks (cnbc)
  29. Oil may hit $100 in 2022 as US energy independence dwindles (foxbusiness)
  30. Companies raise over $12tn in ‘blockbuster’ year for global capital markets (ft)
  31. The Big Read. Iran-US: faltering nuclear talks enter dangerous phase (ft)