Be in the know. 25 key reads for Monday…

  1. China’s Central Bank Vows Greater Support for Real Economy (bloomberg)
  2. Investors relieved as China clarifies VIE status in draft on offshore IPOs (scmp)
  3. Holiday Retail Sales Jumped 8.5%, Led by Clothes, Jewelry (barrons)
  4. ‘The biggest reason to stay bullish is because of millennials’: Fundstrat’s Tom Lee sees the S&P 500 soaring 313% by 2029 (businessinsider)
  5. Locked Indoors. The Energy Report 12/27/2021 (Phil Flynn)
  6. What to Watch This Week: Manufacturing Numbers, Home Prices, and More (barrons)
  7. Retailers Have Become More Agile in Navigating Volatility. The Outlook Is Positive. (barrons)
  8. Omicron Isn’t Standing in the Way of a Recovery. Just Look at ‘Spider-Man.’ (barrons)
  9. January will be a huge month for these hard-hit stocks. 10 riskier names to load up on, from JPMorgan. (marketwatch)
  10. Opinion: Five stocks to buy because company insiders love them as they get hit by year-end tax-loss selling (marketwatch)
  11. Opinion: Santa Claus gives you attractive odds of a stock market rally (marketwatch)
  12. New easy-to-use COVID-19 pills come with a catch (marketwatch)
  13. Bank stocks may struggle to repeat gains of 2021 next year, but analysts see some grounds for optimism (marketwatch)
  14. GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble. (barrons)
  15. Oculus Was a Popular Gift. There May Be Hope for the ‘Metaverse.’ (barrons)
  16. China’s Securities Regulator Lays Out Overseas Listing Rules (wsj)
  17. A Porsche, a Lotus and a Vintage Firetruck: Our 11 Favorite My Ride Vehicles of 2021 (wsj)
  18. Wall Street Bets S&P 500 Will Say Goodbye to Outsize Stock Gains in 2022 (wsj)
  19. China Imposes Curbs on Foreign IPOs From Restricted Sectors (bloomberg)
  20. The 19 Best Dishes I Ate in 2021 (bloomberg)
  21. 2022 stock market outlook: The top strategists at Goldman Sachs, JPMorgan, and more share their predictions for the S&P 500 next year and how you should invest your money (businessinsider)
  22. JPMorgan Says Investors Too Bearish, Doesn’t See Stock Selloff (bloomberg)
  23. JPMorgan Expects Strong ‘January Effect’, Sees Potential for a Large High Beta Squeeze (streetinsider)
  24. Cigna (CI) Reaffirms FY EPS Guidance (streetinsider)
  25. 4 ‘Strong Buy’ Stocks Hammered in 2021 Could be Huge 2022 Winners (247wallst)

Be in the know. 12 key reads for Sunday…

  1. China proposes tighter rules but no ban for offshore listings (reuters)
  2. Amazon’s Alexa Stalled With Users as Interest Faded, Documents Show (bloomberg)
  3. Is China Signaling Imminent Devaluation: PBOC Fixes Yuan Weaker Than Expected For Record 15th Consecutive Day (zerohedge)
  4. Omicron Is the Beginning of the End (theatlantic)
  5. NASDAQ & Russell 2000 Most Bullish Day After Christmas (Almanac Trader)
  6. Spending Was Strong Heading Into Omicron, and Will Be After (wsj)
  7. Meet The Marathon Manager Helping Tampa’s First Responders Retire Rich * (forbes)
  8. ECRI Weekly Leading Index Update (advisorperspectives)
  9. delorean e is a no-door concept car which you can only enter through the windshield (designboom)
  10. Botox, billionaires, and bitcoin: 2021 in charts (vox)
  11. Gigantic Stocks Are a Reason to Worry (wsj)
  12. Gene Seroka on What’s Happening Now at the Port of LA (bloomberg)

Be in the know. 10 key reads for Christmas…

  1. China’s Securities Regulator Lays Out Overseas Listing Rules (wsj)
  2. What to Watch Over Christmas: 20 New Movies, Classic Films and Specials for the Holidays (wsj)
  3. China Cinda takes 24% stake in Ant’s consumer credit unit (ft)
  4. Don’t Expect Big Returns From the Stock Market Next Year as Interest Rates Rise (barrons)
  5. Why a Wave of Mergers Next Year Could Lift Drug and Biotech Stocks (barrons)
  6. Why bitcoin is worse than a Madoff-style Ponzi scheme (ft)
  7. Warren Buffett revealed 2 big bets, defended his tax habits, and admitted several mistakes this year. Here are his 8 highlights of 2021. (businessinsider)
  8. Elon Musk Says the Metaverse Sucks and Neuralink Will Be Better (futurism)
  9. Top 10 Holdings of Our Ultimate Stock-Pickers’ Index (morningstar)
  10. 2022 is going to be a great year for value stocks: Ariel’s John Rogers (cnbc)

Be in the know. 15 key reads for Christmas Eve…

  1. China securities regulator says VIE compliant companies can list overseas (reuters)
  2. ‘The biggest reason to stay bullish is because of millennials’: Fundstrat’s Tom Lee sees the S&P 500 soaring 313% by 2029 (businessinsider)
  3. Veteran investor Joel Greenblatt shares 6 tips for playing a pocket of the market ripe with opportunities right now — and lays out his thesis on a major upcoming special situation (businessinsider)
  4. Cheap Stocks in Europe Can Reward Investors With a Plan (wsj)
  5. Holiday Travel Demand Is Staying Strong. It Looks Immune to Omicron for Now. (barrons)
  6. Canned Cocktails Are Booming. These Companies Are Profiting. (barrons)
  7. Biden administration to lift travel restrictions on African countries: COVID-19 updates (usatoday)
  8. The 20 best Christmas movies of all time, ranked (usatoday)
  9. Erdogan Says Turkey Won’t Again Tame Inflation With Rate Hikes (bloomberg)
  10. Two stocks on the market’s ‘naughty list’ could be set for a 2022 comeback, traders say (cnbc)
  11. What is Web3, the new version of the internet everyone is talking about (yahoo)
  12. Omicron Starts to Slow U.S. Economy as Consumer Spending Flags (wsj)
  13. Calls Mount to Cut Covid-19 Quarantine Period for Fully Vaccinated Who Test Negative (wsj)
  14. S. equity funds enjoy big inflows on easing Omicron worries (reuters)
  15. Private equity groups spend $42bn buying companies from themselves (ft)