Be in the know. 15 key reads for Friday…

  1. China Hints Its Crackdown on Tech Giants Is Coming to an End (Bloomberg)
  2. RBC Initiates Boeing (BA) at Outperform, Analyst Sees it as a High Conviction Call (streetinsider)
  3. 5 Top Analyst Favorite Stock Picks to Buy Come With Big Dividends (24/7 Wall Street)
  4. Evergrande pays missed dollar bond coupon, says Chinese state media (Financial Times)
  5. Biden vows to defend Taiwan from Chinese military action (Financial Times)
  6. Biden Says He Doesn’t Have Enough Votes to Hike Corporate Taxes (Barron’s)
  7. Four Utility Stocks That Can Juice Up Your Portfolio (Barron’s)
  8. Here’s what worked the last time stagflation reared its ugly head, according to Goldman Sachs (marketwatch)
  9. S. Home Sales Jumped 7% in September (Wall Street Journal)
  10. Stocks Hit a Record as Investors See Progress Toward a Spending Deal (New York Times)
  11. American and Southwest post profits as the airline industry recovers. (New York Times)
  12. China Tears Up the Rule Book in the Race to Fix Its Energy Crisis (Bloomberg)
  13. Brazil’s Economy Chief to Stay in Job to Avoid Further Crisis (Bloomberg)
  14. Big-name U.S. tech investors are moving in on Europe in increasing numbers (CNBC)
  15. Intel Gets the Bad News Out Early (Wall Street Journal)

 

Be in the know. 20 key reads for Thursday…

  1. 4 Healthcare Stocks Selling for Way Less Than Analysts Think They’re Worth (Barron’s)
  2. Wall Street Giants Turning Into China Stock Bulls (Bloomberg)
  3. Who Will Prove Most Vulnerable to the Pullback in Liquidity? (bridgewater)
  4. Trump announces social media platform launch plan, SPAC deal (CNBC)
  5. Billionaire investor predicts inflation here to stay, poses a threat to markets (New York Post)
  6. Jack Ma spotted on his superyacht off Mallorca coast amid China fallout (New York Post)
  7. Jobless claims fall again as enhanced pandemic benefits fade away (CNBC)
  8. ‘Plenty of worry in the market,’ but this chart suggests the bulls will prevail (CNBC)
  9. Evergrande Is Struggling to Sell Homes—and Its Assets (Wall Street Journal)
  10. Biogen Shareholders Face the Waiting Game (Wall Street Journal)
  11. Pinduoduo (PDD) Seen as a Top Pick in E-Commerce by Morgan Stanley Asia, Analyst Sees Long-Term Value and 30% Upside (streetinsider)
  12. Benchmark Reiterates Top Pick Call on Baidu (BIDU) and Sees 100% Upside (streetinsider)
  13. Consumer goods prices rise as manufacturers grapple with higher costs. (New York Times)
  14. AT&T Earnings and Subscriber Growth Beat Estimates. The Stock Rises. (Barron’s)
  15. Intel Reports Earnings Today. What to Expect. (Barron’s)
  16. American, Southwest, and Alaska Air Just Reported Earnings. What to Know. (Barron’s)
  17. S. Growth Slowed in Recent Months Amid Elevated Prices, Fed’s Beige Book Says (Wall Street Journal)
  18. Turkish lira tumbles as central bank slashes interest rate (Financial Times)
  19. China Takes the Brakes Off Coal Production to Tackle Power Shortage (Wall Street Journal)
  20. Path to Metaverse Expected to Go Through Videogames (Wall Street Journal)

The “Pay it Forward” Stock Market (and Sentiment Results)…

Several weeks ago I was asked to speak to the University of Bristol’s, “Women in Finance Society.”  I had never spoken to college students before, and did not know what to expect, but I was glad to share my experiences and see if it could help the next generation of Women Leaders in the finance industry.

I learned this philosophy of “pay it forward” from my first mentor/employer in the industry.  He used to fly in an entire class from his mid-west college Alma Mater (at his own expense) each year to either meet Warren Buffet in Omaha or major business leaders like Jamie Dimon in New York City.  They would share their experiences and impart their wisdom on the young students just starting their careers. Continue reading “The “Pay it Forward” Stock Market (and Sentiment Results)…”

Be in the know. 18 key reads for Wednesday…

  1. Alibaba Stock Keeps Rising as Founder Jack Ma Reportedly Visits Europe (Barron’s)
  2. Hong Kong Stocks Rise Fastest in World as Crackdown Concern Ebbs (Bloomberg)
  3. Verizon’s Earnings Topped Estimates. Its Stock Is Rising. (Barron’s)
  4. Here’s what legendary investor Bill Miller said in his final investment letter (MarketWatch)
  5. Why an Emerging Market Fund Is Sticking With Chinese Stocks (Barron’s)
  6. One of the most bullish firms on Wall Street just hiked its S&P 500 price target — here’s why (MarketWatch)
  7. United Airlines earned $473 million in the third quarter as travel demand stayed strong. (New York Times)
  8. Xi is facing resistance from within of China’s Communist Party to a proposed nationwide property tax aimed at curbing housing speculation. (Wall Street Journal)
  9. Resistance to Buying Stocks Is Becoming Evermore Futile: John Authers (Bloomberg)
  10. Saudi Arabia Says OPEC+ Is Powerless to Ease Gas Crisis (Bloomberg)
  11. Famed investor Paul Tudor Jones says inflation could be worse than feared, biggest threat to markets and society (CNBC)
  12. The Great Resignation: Why millions of workers are quitting (CNBC)
  13. Cramer says ‘stop freaking out’ about inflation and buy these companies that benefit from it (CNBC)
  14. Netflix earnings, subscribers get a ‘Squid Game’ bounce, but forecast is tamer (MarketWatch)
  15. Netflix (NFLX) Beats Estimates but Shares Slip on Conservative 4Q Net Adds Outlook, Analysts Mostly Positive and Raise Price Targets; Deutsche Bank Downgrades to Hold (streetinsider)
  16. Biogen (BIIB) Stock Edges Higher on Strong Earnings, Sales of New Alzheimer Drug Just $300k (Street Insider)
  17. Intel (INTC) Likely to Meet or Beat 3Q Estimates but 2022 Indications Will Be The Focus – Susquehanna (streetinsider)
  18. China’s new home prices stall for first time since COVID-19 (Reuters)