Be in the know. 20 key reads for Tuesday…

  1. Huawei, Tencent lose cloud market share as Alibaba, Baidu extend their lead, report shows (scmp)
  2. Pfizer says final data from late-stage trial of COVID-19 antiviral shows it reduces risk of hospitalization or death by 89% (marketwatch)
  3. Goldman Sachs Says 3 Aerospace and Defense Stocks May Be the Best Offense in 2022 (247wallst)
  4. Wall Street Gets Increasingly Bullish on China (bloomberg)
  5. Stocks’ Rough Patch Could End Soon. The Fed’s Next Move May Be Priced In. (barrons)
  6. The Fed Meeting Could Be D-Day for Bitcoin and Other Cryptos (barrons)
  7. How a $6 Bass Pro Shops Hat Became a Fashion Trend (wsj)
  8. Red-Hot Chip Stocks Are Cooling (bloomberg)
  9. Fund managers dash for cash ahead of Fed decision (marketwatch)
  10. Pfizer Stops 70% Omicron Hospitalizations in South Africa Study (bloomberg)
  11. Mariah Carey’s ‘Queen of Christmas’ Crown Is Worth Far More Than the Royalties (bloomberg)
  12. Wholesale prices measure rises 9.6% in November from a year ago, the fastest pace on record (cnbc)
  13. Fed taper will have little impact on Asia markets, UOB strategist says (cnbc)
  14. The Fed will halt asset purchases by March and hike rates in June, CNBC survey predicts (cnbc)
  15. These are the 50 top stocks that members of Congress own (businessinsider)
  16. Opinion: Odds of being a stock market winner in 2022 are in your favor for this one big reason (marketwatch)
  17. White House scrambles to salvage $1.75tn Build Back Better bill by Christmas (ft)
  18. Patrick Drahi’s Altice raises stake in BT to 18% (ft)
  19. Fed Meeting: Stock Market Ready For Faster Taper — But Not This (investors)
  20. Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be Small (yahoo)

Be in the know. 15 key reads for Monday…

  1. Bristol Myers Squibb raises quarterly dividend and adds $15 billion to share buyback program (marketwatch)
  2. China Seen Adding Fiscal Stimulus After Setting 2022 Targets (bloomberg)
  3. Buybacks Hit Record After Pulling Back in 2020 (wsj)
  4. Southwest Air’s Skeptics Are ‘Missing the Point,’ CEO Says (bloomberg)
  5. Own everything but ‘bubble assets’ tech and crypto, recommends Institutional Investor hall of famer Rich Bernstein (cnbc)
  6. Buy these 38 stocks to profit as inflation spikes to its highest level in nearly 40 years — and avoid pain from future disruptions, Jefferies says (businessinsider)
  7. Beijing Signals Growth-Pain Threshold Is Reached (zerohedge)
  8. Disney (DIS) Stock Remains ‘Significantly Undervalued’, KeyBanc Analyst Sees Over 40% Upside (streetinsider)
  9. Dan Niles on Apple and China Internet Stocks (cnbc)
  10. The Bond Market Is Watching for a Fed Mistake. Check the Yield Curve. (barrons)
  11. As Inflation Roars, the Fed Faces a Thorny Choice (barrons)
  12. Here Are the Cheapest Stocks in Each Sector of the S&P 500 (barrons)
  13. Pfizer Booster Shots Are Effective Against Omicron Variant, Israeli Study Says (wsj)
  14. Traders Delay Bets for U.K. Rates Rising to 1% Amid Omicron Woes (bloomberg)
  15. Bond Traders Stare at Worst Real Returns Since Paul Volcker Era (bloomberg)

Be in the know. 20 key reads for Sunday…

  1. China Shifts Back to Emphasizing Economic Stability (wsj)
  2. Opinion: These 6 overvalued stocks are making the S&P 500 look more pricey than it really is (marketwatch)
  3. The Big Vaccine Pivot: Merck Falters on Covid-19 Shots, Then Makes One for Rival J&J (wsj)
  4. This Supercar Pays Tribute to Ford’s Le Mans History (wsj)
  5. Americans put aside their economic fears to spend again (ft)
  6. Democrats push Fed for tougher action against inflation (ft)
  7. Four top travel destinations for 2022 (ft)
  8. Cramer: Stay invested when Fed hikes rates, history shows stocks can still rally (cnbc)
  9. How far will ‘Powell’s new hawkish tilt’ go? Here’s what investors will be looking for from the Fed’s meeting next week (marketwatch)
  10. Two Weeks Into the Omicron Outbreak: Where to From Here? (bloomberg)
  11. SALT Talks Continue as Senate Democrats Release Tax Plan (bloomberg)
  12. What You Need to Know About Web3, Crypto’s Attempt to Reinvent the Internet (bloomberg)
  13. Best Buy Stock Has Slumped. Chairman J. Patrick Doyle Bought Shares. (barrons)
  14. bluebird bio Has Good News on Its Gene Therapies (barrons)
  15. Iran Bets Its Economy Will Hold as It Takes Tough Stance on Nuclear Program (wsj)
  16. Solid Year So Far, But Q4 Rally Destiny up to Fed (Almanac Trader)
  17. Intel shows research for packing more computing power into chips beyond 2025 (reuters)
  18. ECRI Weekly Leading Index Update (advisorperspectives)
  19. ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology (bloomberg)
  20. GaryVee’s Guide to Inventing the Future With NFTs (inc)

Be in the know. 12 key reads for Saturday…

  1. California Utilities Are Worth Another Look (morningstar)
  2. Skate to where the puck is going (dividendgrowthinvestor)
  3. Evergrande bondholders settle in for lengthy restructuring process (ft)
  4. How to Invest Like Warren Buffett (morningstar)
  5. Bill Miller: One Of The Best Ways To Find Opportunities (acquirersmultiple)
  6. S. liquefied natural gas export capacity will be world’s largest by end of 2022 (eia)
  7. GMO: Growth Traps Are Worse Than Value Traps (acquirersmultiple)
  8. Scientists Call for Making Pluto a Planet Again (futurism)
  9. Gabelli: How to profit from ‘corporate lovemaking’ (foxbusiness)
  10. Interview With Oaktree Capital Founder Howard Marks on the Company Further Expansion in China (yicaiglobal)
  11. Charlie Munger goes off on crypto, says China made the right decision when they banned it (fortune)
  12. Sumner Redstone: Winning Above All Else. (neckar)