Be in the know. 25 key reads for Monday…

  1. Wynn, MGM China lead casino stocks higher after winning Macau licences (scmp)
  2. China Protests Fuel Some Bets for an Earlier Covid Zero Exit (bloomberg)
  3. Tesla sets up autos chip JV in China with Annex Semiconductor (scmp)
  4. iPhone assembler Foxconn offers new incentives to get workers back (scmp)
  5. Chinese Stocks in US Rise, Erasing Drop Triggered by Protests (bloomberg)
  6. Joel Greenblatt Buys Buffett’s Snowflake in 3rd Quarter (gurufocus)
  7. Xi faces stiffest challenge to rule as Covid outrage sparks mass protests (ft)
  8. Rolls-Royce tests hydrogen-fuelled aircraft engine in aviation world first (ft)
  9. TSMC fever helps boost fortunes of Taiwan ETFs (ft)
  10. The week that could unravel the global oil market (ft)
  11. Pinduoduo stock jumps toward a 1-year high after big profit and revenue beats (yahoo)
  12. Macao awards casino licenses to MGM, Sands, Wynn and three others (marketwatch)
  13. China’s zero-COVID strategy ‘doesn’t make public health sense,’ says Fauci (marketwatch)
  14. Crowds angered by lockdowns call for China’s Xi to step down (marketwatch)
  15. Why the 5 Highest-Yielding Nasdaq Stocks Could Rip Higher With a Santa Claus Rally (247wallst)
  16. China Boosts Developer Funding by Resuming Local Share Sales (bloomberg)
  17. New Twitter Sign-Ups Hit All-Time Record (zerohedge)
  18. India and China are still snapping up Russian oil — but they are demanding huge bargains which is hitting Kremlin’s war chest (businessinsider)
  19. Chinese Protests Spread Over Government’s Covid Restrictions (wsj)
  20. Black Friday Lured Shoppers Back, in Early Test for Holiday Spending (wsj)
  21. Le Bernardin tops vaunted ‘Liste’ as NYC restaurants gear up for critical holiday season (nypost)
  22. Xi Is Caught in a Policy Trap He Set for Himself (bloomberg)
  23. Powell to Set Stage for Slowing Fed Rate Hikes Amid Hawkish Tone (bloomberg)
  24. China Covid Unrest Boils Over as Citizens Defy Lockdown Efforts (bloomberg)
  25. Has China’s Deleveraging Campaign Achieved Anything? (bloomberg)

 

Be in the know. 14 key reads for Sunday…

  1. China Covid Unrest Boils Over as Citizens Defy Lockdown Efforts (bloomberg)
  2. Videos Show How Covid Protests Are Spreading Across China (bloomberg)
  3. Chinese Protesters Use Tricks to Evade Censors, Vent Anger (bloomberg)
  4. China’s Urumqi Eases Public Transport Curbs Amid Rare Protests (bloomberg)
  5. Boaz Weinstein on Investors’ Unknown Risk (bloomberg)
  6. This Dot Com Crash Survivor Bet On 100-Year-Old Landlines. Now He’s Boston’s Second Richest Entrepreneur. (forbes)
  7. Protests erupt across China in unprecedented challenge to Xi Jinping’s zero-Covid policy (cnn)
  8. President Joe Biden starts to lift sanctions on Venezuela (economist)
  9. First Drive: Lamborghini’s Savage New 802 HP Countach Would Leave the ’80s Original in the Dust (robbreport)
  10. Watch The Xpeng X2 Flying Car’s Public Flight In Dubai (maxim)
  11. the original batmobile from tim burton’s 1989 batman movie is for sale (designboom)
  12. Elon Says He’ll Make His Own Phone If Apple and Google Deplatform Twitter (gizmodo)
  13. Protesters are so upset with China’s COVID rules, some are openly saying Xi should go (npr)
  14. Cam Smith’s fifth win of 2022 was the least surprising but most emotional (golfdigest)

Be in the know. 15 key reads for Saturday…

  1. What Really Matters? (Howard Marks)
  2. China’s Urumqi to ease Covid lockdown amid public anger over deadly fire (cnn)
  3. China Scrambles to Stop Covid Surge. What’s at Stake. (barrons)
  4. China’s Central Bank Takes Action as Record Covid-19 Outbreak Hits Economy (wsj)
  5. Quantum Computing Will Change the World. How to Play the Stocks. (barrons)
  6. Lions Gate Entertainment, New Relic See Activist Action (barrons)
  7. Joe Rosenberg on Why Alphabet and Pfizer Look Like Buys (barrons)
  8. Bye-Bye, Bear Market? The Worst Could Be Over for Stocks. (barrons)
  9. ‘Santa Claus rally’ for stocks is likely this year — but you won’t be opening presents until after Christmas (marketwatch)
  10. Adobe Sees Up to $9.2 Billion in E-Commerce: Black Friday Update (bloomberg)
  11. Xinjiang Seeks to Calm Lockdown Anger After Deadly Fire (bloomberg)
  12. Macau’s Casino Operators Get New Licenses; Genting Loses Out (bloomberg)
  13. Holiday shopping seen solid, despite inflation (cnn)
  14. 3 Warren Buffett Stocks to Buy (morningstar)
  15. Don’t ignore Paramount because ‘short-termism’ is having a challenge, says GAMCO’s Gabelli (cnbc)

Be in the know. 14 key reads for Friday…

  1. Investor Howard Marks: ‘The short run is by far the least important thing’ (ft)
  2. Xi Resumes In-Person Summits Despite Covid Spike in Beijing (bloomberg)
  3. Super-Rare Signal Suggests Hong Kong Stock Market Has Hit Rock Bottom (bloomberg)
  4. 10 Mental Models for Learning Anything (betterhumans)
  5. China Central Bank Boosts Stimulus to Aid Covid-Hit Economy (bloomberg)
  6. China Investors Look for Turning Point After $370 Billion Rally (bloomberg)
  7. China’s Zero-Covid Reckoning (wsj)
  8. Panic Buying in Beijing as Covid Surge Spurs Creeping Restrictions (bloomberg)
  9. China Cuts Reserve Requirement Ratio By 25bps, Boosts Economy With $70BN In Fresh Liquidity (zerohedge)
  10. Airlines Enjoy Busiest Day of Holiday Season. A Bumper Christmas Could Be Coming. (barrons)
  11. Beijing grinds to a near halt as China’s capital city battles Covid with more lockdowns (cnbc)
  12. Dollar hovers near three-month low amid bets Fed will slow hikes (reuters)
  13. Delivery giant Meituan’s revenue surges 28 pc as lockdowns boost orders (scmp)
  14. Fear of Quarantine Camps, Not Covid, Is Shutting Down Beijing (bloomberg)