Be in the know. 12 key reads for Friday…

  1. Senate Raises the Debt Limit. Default Could Loom Again in Early December. (Barron’s)
  2. AT&T Stock Has Never Recovered From Covid. Why It Could Be Fairly Valued Now. (Barron’s)
  3. Conagra, PepsiCo and Other Food Makers Grapple With Higher Costs (Wall Street Journal)
  4. BlackRock Gives Big Investors Ability to Vote on Shareholder Proposals (Wall Street Journal)
  5. Dumping Stocks to Punish Bad Corporate Behavior Has Tiny Impact (Bloomberg)
  6. Tencent Shares Have ‘Priced in’ Gaming Crackdown, Jefferies Says (Bloomberg)
  7. Taiwan Exports Surge to Record, Defying Predictions of Slowdown (Bloomberg)
  8. Tesla moves headquarters from California to Texas (CNBC)
  9. 3 reasons why energy is the best sector of the stock market to invest in right now, according to JPMorgan (businessinsider)
  10. Amazon CEO, citing ‘rougher’ patch with Seattle, looks to ’burbs (seattletimes)
  11. JPMorgan Raises Price Target on Walt Disney (DIS) Into ‘De-risked’ FQ4 Earnings, Current Levels Seen as an Attractive Entry Point for LT Investors (streetinsider)
  12. China orders coal miners to boost output to counter energy crunch (Financial Times)

Be in the know. 20 key reads for Thursday…

  1. As Wall Street sees a Chinese stock market ‘on sale,’ others warn ‘that game is over’ (CNBC)
  2. China Tech Stocks Surge Most Since August After Hitting New Lows (bloomberg)
  3. Buy the Dip’, JP Morgan’s Kolanovic Says; Markets Can Handle $130+ Oil, 2.5% Yields (streetinsider)
  4. McConnell Offers Debt Ceiling Deal as Democrats Mull End of Filibuster (Barron’s)
  5. Former FDA Commissioner Scott Gottlieb on the Covid Pill (Barron’s)
  6. Carnival to restart more cruises from U.S. ports in January and February, expects 100% capacity use in the spring (marketwatch)
  7. Alibaba, JD And Nio Rivals Xpeng, Li Auto Lead Hang Seng Higher Amid Optimism Surrounding Potential Biden-Xi Meet (benzinga)
  8. Want to Pick the Best Stocks? Pick the Happiest Companies. (institutionalinvestor)
  9. Hedge funds cash in as green investors dump energy stocks (Financial Times)
  10. Private sector employment increases by 568,000 jobs, topping expectations (streetinsider)
  11. Here are 10 ‘high conviction’ stocks of companies with strong pricing power and 20% upside potential to UBS targets (marketwatch)
  12. Opinion: Warren Buffett’s folksy investing advice is just what you need in this unfriendly stock market (marketwatch)
  13. Biden-Xi summit to set tone for U.S.-China relations: Ex-Obama advisor (CNBC)
  14. The ‘Orient Express’ is a real train — and taking a ride is not cheap (CNBC)
  15. Buy the dip despite inflation fears, Barclays says (CNBC)
  16. Chinese Tech Stocks’ Rally Extends to U.S. Premarket Trading (bloomberg)
  17. China’s Stock Market Is Having a Tough Year. Why Big Investors Are Still Bullish. (Barron’s)
  18. S. Trade Policy Adapts to a China That Will Never Change (Wall Street Journal)
  19. Cineworld Chief on Meme Stocks, Competing With AMC and the Cinema Industry’s Pandemic Recovery (Wall Street Journal)
  20. Xi Picks Opportune Time to Cool Tensions With Biden Meeting (Bloomberg)