Be in the know. 17 key reads for Monday…

  1. Powell or Brainard as Fed Chief? Biden to Make a Pick Soon. (barrons)
  2. The Math Behind GE’s Breakup Makes Sense. Here’s How. (barrons)
  3. Boeing’s stock would add nearly 50 points to the Dow after announcement of converted freighter orders (marketwatch)
  4. S., China Seeking to Stabilize Ties With Biden-Xi Summit (bloomberg)
  5. China’s retail sales beat forecasts in October, despite property market slump (cnbc)
  6. Why the Internet Is Turning Into QVC (New York Times)
  7. What Does Inflation Mean for American Businesses? For Some, Bigger Profits (Wall Street Journal)
  8. COP26 Opens Path to International Carbon Trading (Wall Street Journal)
  9. Airbus Says It Can’t Meet Current Demand for Single-Aisle Jets (Wall Street Journal)
  10. What’s Driving Xi Jinping’s Economic Revamp? China’s Social Mobility Has Stalled (Wall Street Journal)
  11. For Whom Does This Bell Toll? Dallas Billionaire Harlan Crow (Wall Street Journal)
  12. The Energy Report 11/15/2021 (Phil Flynn)
  13. China’s Coal Addiction Runs Deeper Than Economics (Wall Street Journal)
  14. Boeing ‘Encouraged’ by Signs China May Soon Clear Max to Fly (bloomberg)
  15. India opens its doors to quarantine-free travel for tourists from 99 countries (cnbc)
  16. Market Bets on a Fed Interest-Rate Mistake (Wall Street Journal)
  17. The oldest asset class of all still dominates modern wealth (Financial Times)

Be in the know. 11 key reads for Sunday…

  1. China satisfied with Boeing 737 MAX changes, seeks industry feedback – document (Reuters)
  2. Week Before Thanksgiving, DJIA up 19 of 28, but weaker lately (Almanac Trader)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. So what is “the metaverse,” exactly? (arstechnica)
  5. Can Biden and Xi talk their way out of a slide into conflict? (LA Times)
  6. What Xi Jinping’s Elevated Status Signals for Chinese Foreign Policy (cfr)
  7. Alex Ovechkin Isn’t Too Old To Be (And Beat) A Great One (fivethirtyeight)
  8. Thomas S. Gayner on Things That Matter in Markets (Podcast) (bloomberg)
  9. Robert Cialdini: The Principles of Persuasion [The Knowledge Project Ep. #122] (farnam street)
  10. This Is the Perfect Storm That Caused Grain Prices to Soar (bloomberg)
  11. Stinson Dean on the Lumber Crash That Followed the Boom (bloomberg)

Be in the know. 30 key reads for Saturday…

  1. After $500 Billion Rout, Optimism Grows for China: Tech Watch (After $500 Billion Rout, Optimism Grows for China: Tech Watch (bloomberg)
  2. Boeing Signals Optimism on Resolving Dreamliner, Max Issues (bloomberg)
  3. Tiger Global’s $65 Billion Man Shrugs Off China Crackdown Threat (bloomberg)
  4. S.-China Surprise Cooperation on Climate Change Driven by Biden and Xi’s Need for Deal (Wall Street Journal)
  5. Hedge funds learn the hard way in bonds shock (Financial Times)
  6. Master Magician David Blaine — Fear{less} with Tim Ferriss (#546) (Tim Ferriss)
  7. Paramount’s ‘Yellowstone’ Premiere Draws 14.7 Million Viewers (bloomberg)
  8. Small-Company Stocks Are in Line to Be Big Winners in 2022 (Barron’s)
  9. Array Stock Is Flying. Its CEO Says the Toughest Part Is Over. (Barron’s)
  10. Mall Stocks Are Back in Fashion as Shoppers Return. How to Play It. (Barron’s)
  11. CEO Robert Bakish and Chair Shari Redstone Bought Up ViacomCBS Stock (Barron’s)
  12. ViacomCBS Stock Will Get a Boost From Restructuring (Barron’s)
  13. China’s Xi Cements His Grip on Power. What That Means for China-U.S. Relations. (Barron’s)
  14. The Math Behind the GE Spinoffs Makes Sense. For Investors, It’s a Bet on CEO Larry Culp. (Barron’s)
  15. Why Dean Martin was the ‘King of Cool’ (New York Post)
  16. COP26 Negotiators Work Toward Climate Deal (Wall Street Journal)
  17. S. Moves to Ease Tariffs on Imported Steel, Aluminum From Japan (Wall Street Journal)
  18. Robert Califf, Former FDA Chief, Is Biden’s Pick to Run Agency (Wall Street Journal)
  19. The Covid drugs are finally here (Financial Times)
  20. US consumer sentiment hits 10-year low with inflation fears surging (Financial Times)
  21. Joe Biden and Xi Jinping to hold virtual summit on Monday (Financial Times)
  22. The road warriors will defeat the beancounters (Financial Times)
  23. China Developer Sunac Raises $953 Million in Share Sale Combo (bloomberg)
  24. Ex-PBOC Official Urges Caution on Effects of Property Curbs (bloomberg)
  25. Brainard’s Fed Contention Puts Focus on Inflation, Jobs Views (bloomberg)
  26. Americans feel worse about the economy today than they did when everything was shutting down and 22 million people were losing their jobs (businessinsider)
  27. Billionaire investor Ray Dalio says the US is ‘on the wrong path’ after inflation hits a 31-year high (businessinsider)
  28. Metaverse: Augmented reality inventor warns it could be far worse than social media (bigthink)
  29. Chinese Scientists Say They’ve Discovered Cheap New Way to Do Nuclear Fusion (futurism)
  30. Howard Marks: The Problem With Paying Up For A Popular Stock (acquirersmultiple)

Be in the know. 20 key reads for Monday…

  1. Johnson & Johnson Stock Jumps. It Plans to Split in Two (Barron’s)
  2. XPeng Plans Launch of New SUV. The Stock Is Rising. (Barron’s)
  3. Wynn CEO’s sudden departure has analysts scratching their heads (New York Post)
  4. Dillard’s Smokes Profit and Sales Estimates. Are Department Stores Back? (Barron’s)
  5. Some Energy Stocks Could Double. Where to Invest Now. (Barron’s)
  6. A U.S. Fund Is Hit With a Closet Indexing Charge. How Close Is Too Close to a Benchmark? (Barron’s)
  7. Alibaba, JD smash Singles Day record with $139 billion of sales and focus on ‘social responsibility’ (CNBC)
  8. Gene Editor Verve Unveils Second Way to Lower Cholesterol (Barron’s)
  9. 3 Reasons to Buy GE Stock as the 129-Year-Old Company Reinvents Itself Again (Barron’s)
  10. China’s Xi Gains Power as Communist Party Designates Him a Historic Figure (Wall Street Journal)
  11. How Much Do Electric Vehicles Cost to ‘Fill Up’ Compared With Buying Gasoline? (Wall Street Journal)
  12. Biden and China’s Xi to Hold Virtual Summit on Monday (Wall Street Journal)
  13. Natural-Gas Supply Is Back in Balance, but Prices Are Still Swinging (Wall Street Journal)
  14. Pandemic Profits Show Why Stock Bulls Ignore Old-School Accounting (Bloomberg)
  15. Central Bankers Are Blowing Up Macro Hedge Funds (Bloomberg)
  16. Hong Kong Expects 2021 Growth Near Top of Forecasted Range (Bloomberg)
  17. China’s New ‘Starting Point’ Shows Xi Jinping Is Here to Stay (Bloomberg)
  18. Furious Investors Test China’s Resolve to Crack Down on Property (Bloomberg)
  19. China’s Dangerous Rush to Resolve the Property Crisis (Bloomberg)
  20. The Energy Weapon. The Energy Report 11/12/2021 (Phil Flynn)