Be in the know. 15 key reads for Tuesday…

  1. Exclusive: China set to fine Ant Group over $1 billion, signalling revamp nears end-sources (reuters)
  2. China Turns to Back-Channel Diplomacy to Shore Up U.S. Ties (wsj)
  3. China’s Lockdowns Surge in Week Since Covid Policy Adjusted (bloomberg)
  4. US Presses China to Ease Up on Taiwan as Defense Chiefs Meet (bloomberg)
  5. Baidu Posts Surprise Sales Gain as Investors Eye Turnaround (bloomberg)
  6. Hedge Funds Cut Risk, Betting Stock Bounce Is a Bear-Market Trap (bloomberg)
  7. Best Buy Jumps After Tempering Gloom With Boost to Outlook (bloomberg)
  8. Nuclear Power Has One Last Chance to Flourish in the US (bloomberg)
  9. Bob Iger Is Back to Fix Disney. What If It Isn’t Broken? (barrons)
  10. Tech hiring is slowing down — these two charts explain how and why (marketwatch)
  11. Taiwan Party That Wants Stronger Ties With China Has a New Star (bloomberg)
  12. Larry Summers doesn’t see US interest rates topping 5% as the Fed juggles the ‘two-sided risk’ of inflation and slowdown (businessinsider)
  13. Billionaire investor Carl Icahn is reportedly betting big that GameStop shares will fall (businessinsider)
  14. Dollar tumbles from 20-year high as US inflation eases (ft)
  15. China Equities Lower As Dynamic Zero COVID Is Tested (chinalastnight)

Be in the know. 20 key reads for Monday…

  1. Disney Ousts Bob Chapek, Robert Iger Returns as CEO (wsj)
  2. Markets will shift to a ‘hope’ phase next year, and investors would be wise not to miss it, says Goldman Sachs (marketwatch
  3. 5 Stocks With the Potential to Rise 10 Times in Price (barrons)
  4. Casino stocks slump on new Chinese COVID-19 restrictions (marketwatch)
  5. Fed’s Aggressive Rate Hikes Are a Game Changer (wsj)
  6. Federal Reserve Minutes in Focus (wsj)
  7. Marcus Scribner and His Father Bond Over a Classic Muscle Car (wsj)
  8. Ben Affleck and Matt Damon to Start Film Production Company (nytimes)
  9. China’s Covid Curbs Return as Deaths Emerge, Casting Reopening Into Doubt (bloomberg)
  10. Citigroup Upgrades Hong Kong Stocks, Boosting Buy China Calls (bloomberg)
  11. Hoping for a Central-Bank Pivot? Forget the Fed and Look South (wsj)
  12. China Urges Banks to Maintain Stable Property Financing (bloomberg)
  13. Buffett’s Berkshire Ups Stakes in Japanese Trading Houses (bloomberg)
  14. Oil Plunges After Report On OPEC+ Production Increase (zerohedge)
  15. Worst Chinese Bond Drop Since 2016 Is Coming To An End (zerohedge)
  16. Cainiao Delivers Upgraded Services and Over 200 Mln Packages to Doorsteps During 11.11 (alizila)
  17. Ant’s Alipay+ Sees 40% Surge Of Online Payments During 11.11 (alizila)
  18. Alphabet, Meta and Pinterest best positioned in digital advertising – Goldman Sachs (streetinsider)
  19. Teva names former Sandoz chief Richard Francis as new CEO (yahoo)
  20. Hong Kong, China stocks have bottomed out, strategist who kick-started current rally says (scmp)

Be in the know. 15 key reads for Sunday…

  1. Morgan Stanley analysts handpick 21 dividend stocks they think will provide attractive yields over the next 3-5 years as the economy slows (businessinsider)
  2. Trader Bets Millions On A Massive Pivot By The Fed, Expects 2% Rate By Mid-2023 (zerohedge)
  3. Ukraine Rejects Alleged Offer Of “Short Truce” By Russia (zerohedge)
  4. Hartnett: “There’s Your Credible Big Bull Trade: Bonds H1 ’23, Stocks H2 ’23” (zerohedge)
  5. Visualizing America’s Changing Demographics Over The Past 100 Years (zerohedge)
  6. Oil Prices Are Plunging, Curve Crashes Into Contango (zerohedge)
  7. Weakness Sets Up Bullish Thanksgiving Week/End-November Trade (Almanac Trader)
  8. Semiconductors Could Send Most Important Message Of The Year (kimblechartingsolutions)
  9. Nuclear fusion has been a pipe dream for decades, but it might actually be on the cusp of commercial viability (fortune)
  10. Why the Stick Shift Might Actually Survive the Electric Revolution (robbreport)
  11. The Rimac Nevera Is Officially World’s Fastest Electric Car (maxim)
  12. Book A ‘Yellowstone’ Getaway At This Luxury Montana Cabin (maxim)
  13. Tencent’s overseas gaming revenue helps lead Q3 recovery (technode)
  14. What the Biden-Xi Meeting Means for U.S.-China Relations (cfr)
  15. The Dutton Family Tree, Explained (townandcountrymag)

Be in the know. 25 key reads for Saturday…

  1. GM Sees Sales Rising 12% Yearly Through 2025, Mostly From EVs (bloomberg)
  2. Why Berkshire Hathaway’s Latest Big Bet Is on a Taiwanese Chip Maker (wsj)
  3. Formal US-China Talks on Climate Resume, Envoy Xie Zhenhua Says (bloomberg)
  4. Warren Buffett’s right-hand man blasted crypto, praised Elon Musk and Tesla, and defended the Fed in a rare interview this week. Here are the 14 best quotes. (businessinsider)
  5. Activist Investors Zero In on Big Tech’s Stumble (barrons)
  6. Home Sales Continue to Fall but Bottom May Be Near (barrons)
  7. GM’s Mary Barra Gets No Respect. Here’s Why She Should. (barrons)
  8. China’s Covid Policy Is Still Confusing. Stocks Rally Anyway. (barrons)
  9. India’s Growth Rate Could Be Twice China’s in the Next Decade. Investors, Take Note. (barrons)
  10. Intel’s Newest Director Buys Big Block of Stock (barrons)
  11. Fed Tightening Is Having More Impact Than You Might Think (barrons)
  12. Match Group Stock Has Been Knocked Down. It’s Time to Pick It Up. (barrons)
  13. China’s New Daily Covid Cases Jump Above 24,000 (wsj)
  14. TikTok Is Still Hiring as Competitors Shed Jobs (wsj)
  15. The Fed could pause its interest rate hikes right now, says Wharton’s Jeremy Siegel (cnbc)
  16. Disney Parks’ Ride Stoppages and Wait Times Grow as Ticket Costs Rise (wsj)
  17. The Big Read. FTX: inside the crypto exchange that ‘accidentally’ lost $8bn (ft)
  18. China recruits villagers to restore Foxconn’s iPhone production after staff exodus (ft)
  19. Kamala Harris Meets Xi Briefly as US-China Tensions Ease (bloomberg)
  20. How 18 semiconductor stocks shine when compared with Nvidia this earnings season (marketwatch)
  21. In Conversation with Ken Griffin (bloomberg)
  22. Alibaba stock pops after earnings as cost cuts pay off (marketwatch)
  23. Charlie Munger: Berkshire, Billionaires, & the Blockchain 11/15/22 (cnbc)
  24. I’ve yet to hear from Meta about how they plan to make money on the metaverse, says NYU’s Damodaran (cnbc)
  25. John Malone says he’s skeptical of ad-supported content as Netflix, Disney roll out ad tiers (cnbc)