Be in the know. 22 key reads for Tuesday…

  1. S. Retail Sales Jump by Most Since March, Topping Forecasts (bloomberg)
  2. Biden-Xi virtual meeting ends with both sides calling for more cooperation amid tensions (cnbc)
  3. China Looks a Lot Like Japan Did in the 1980s (bloomberg)
  4. Uber (UBER) CEO Buys $9 Million in Stock (streetinsider)
  5. Walmart Boosts Outlook as Sales Rise Despite Inflation (bloomberg)
  6. Home Depot Stock Is Gaining as Earnings Show People Are Still Fixing Up Homes (barrons)
  7. Biden’s Inflation Solution May Be Staring Him in the Face—China (barrons)
  8. Fund managers make their biggest bets on U.S. stocks in 8 years as growth fears recede (marketwatch)
  9. It’s Down to Powell or Brainard. A Fed Chair Announcement Is ‘Imminent.’ (barrons)
  10. Vodafone Raises Earnings and Free Cash Flow Guidance (barrons)
  11. Berkshire Hathaway Sells Merck Shares, Buys Royalty Pharma Stake (barrons)
  12. Biden, Xi Cool Down Hostilities in Virtual Meeting (wsj)
  13. China Posts Robust Growth in Factory Output and Consumer Spending (wsj)
  14. Ocean Shipping Rates Fall but Ports Are Still Jammed (wsj)
  15. Pfizer Moves to Allow Cheap Versions of Promising Covid Pill (bloomberg)
  16. China Releases 36,000-Word Document Expected to Extend Xi’s Rule (bloomberg)
  17. Chinese livestreamers can rake in billions of dollars in hours. How long will it last? (cnbc)
  18. Boeing gets 737 MAX order worth $9 billion from Akasa Air (marketwatch)
  19. This Is What Hedge Funds Bought And Sold In Q3: Complete 13F Summary (zerohedge)
  20. Goldman Sachs forecasts modest rise for S&P 500 index in 2022 (streetinsider)
  21. Germany suspends certification of Nord Stream 2 pipeline (ft)
  22. Investors lulled into ‘dreamland’ by central banks, warns Bill Gross (ft)

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)