Be in the know. 15 key reads for Monday…

  1. Bull Markets Usually Don’t End With a Bang (Wall Street Journal)
  2. Higher Yields Should Help Stocks Like Industrials and Materials. Why They Haven’t. (Barron’s)
  3. 4 Things to Look for in Friday’s Jobs Report (Barron’s)
  4. A Vote on Biden’s $1 Trillion Infrastructure Bill Was Delayed. Watch These Stocks. (Barron’s)
  5. 4 Dividend Stocks for Some Inflation Protection (Barron’s)
  6. Record Chinese Aircraft Sorties Near Taiwan Prompt U.S. Warning (Wall Street Journal)
  7. China Evergrande to raise $5 billion from property unit sale – Global Times (Yahoo! Finance)
  8. White House announces new trade regulations on China (Fox Business)
  9. India’s $1 Trillion Opportunity (institutionalinvestor)
  10. At Uber and Lyft, Ride-Price Inflation Is Here to Stay (Wall Street Journal)
  11. Biden’s new China trade plan echoes Trump’s, but assumes Beijing won’t change (Reuters)
  12. The bull case for investing in China (Financial Times)
  13. OPEC World. The Energy Report 10/04/2021 (Phil Flynn)
  14. OPEC+ Agrees to Continue Gradual Monthly Supply Hikes; Oil Jumps (Bloomberg)
  15. Wall Street Mourns Chief Citi Stock Strategist Levkovich (Bloomberg)

Be in the know. 10 key reads for Sunday…

  1. ECRI Weekly Leading Index Update (advisorperspectives)
  2. China Tech Investor: Evergrande: How we got here, and what it means, with Ming Zhao (technode)
  3. Xi Jinping’s clampdowns herald a tense political year in China (economist)
  4. China sends 77 warplanes into Taiwan defense zone over two days, Taipei says (cnn)
  5. Best Luxury Dude Ranches to Explore North America’s Wide, Open Spaces (mensjournal)
  6. Big Tech’s Stock Market Leadership Is Threatened By Rising Rates (bloomberg)
  7. Iran Told U.S. to Unblock $10 Billion to Start Nuclear Talks (bloomberg)
  8. The End of China’s Rise (foreignaffairs)
  9. This Is What the Pandemic Did to the U.S. Rail System (Bloomberg)
  10. Amazon’s $30B+ ad business, explained (thehustle)

Be in the know. 25 key reads for Saturday…

  1. Democrats Try to Push Through Biggest Healthcare Overhaul Since Obamacare (Barron’s)
  2. For the Stock Market, Taxes Trump Stimulus (Barron’s)
  3. 10 Undervalued Wide-Moat Stocks (Morningstar)
  4. Airlines May Get a Business-Travel Boost. (Barrons)
  5. The Milken Way (neckar)
  6. Chemicals Firms See Large Stock Buys (Barron’s)
  7. Jack Ma: Overcoming Failures & Rejections (acquirersmultiple)
  8. Meritor’s Truck Parts Are Geared Toward an Electric Vehicle Future. Its Stock Could Double. (Barron’s)
  9. Online traders see 76% likelihood that Federal Reserve Chairman Jerome Powell will stay for a second term (MarketWatch)
  10. The Colorado River Is in Crisis. The Walton Family Is Pushing a Solution. (Wall Street Journal)
  11. Merck Pill Intended to Treat Covid-19 Succeeds in Key Study (Wall Street Journal)
  12. Billionaire Charlie Munger’s Timely Apartment Bet Began With Hebrew Bible (Bloomberg)
  13. Warren Buffett dubbed his private jet ‘The Indefensible’ — then renamed it ‘The Indispensable’ after realizing it was worth the money (Business Insider)
  14. Energy rally has more room to run and these four stocks should benefit, Piper Sandler says (CNBC)
  15. Leon Cooperman: Conditions for a large market decline are not present (cnbc)
  16. Why a pill you take at home could change the direction of the pandemic (MarketWatch)
  17. Will the next web be built on ethereum? (Financial Times)
  18. How telehealth could become a $175 billion market in the next 5 years (MarketWatch)
  19. Merck COVID news could ‘ignite’ health care sector: Art Hogan (Fox Business)
  20. Low-wage workers are getting ‘eye-popping’ pay raises, Goldman Sachs says (CNN)
  21. Gene Therapy Restored Vision To Patient Who Hadn’t Seen Colors in Years (Futurism)
  22. Michael Dell, Founder of Dell — How to Play Nice But Win (#534) (Tim Ferriss)
  23. 5 Lessons Evergrande Taught Us About The Chinese Economy (npr)
  24. Think Different | Sam Zell (youtube)
  25. Berkshire shares are below Buffett’s late-spring repurchase prices (cnbc)

Unusual Options Activity – Alibaba Group Holding Limited (BABA)

Data Source: barchart

Today some institution/fund purchased 15,918 contracts of Jan 2022 $150 strike calls (or the right to buy 1,591,800 shares of Alibaba Group Holding Limited (BABA) at $150). The open interest was 5,046 prior to this purchase. Continue reading “Unusual Options Activity – Alibaba Group Holding Limited (BABA)”

Be in the know. 10 key reads for Friday…

  1. Merck Says Covid Drug Cut Hospitalization, Deaths by Half (Bloomberg)
  2. Evergrande bonds are being scooped up by bargain-hunting funds on bets China can ward off a messy collapse, reports say (Business Insider)
  3. Exxon Sees up to $1.5 Billion Third-Quarter Earnings Boost From Gas and Oil Rally (Barron’s)
  4. Merck to seek emergency US approval of oral COVID treatment (New York Post)
  5. Try These Dividend Stocks for Some Inflation Protection (Barron’s)
  6. Will the Supply-Chain Crisis Wreck the Holidays? What Investors—and Shoppers—Need to Know. (Barron’s)
  7. NIO, Li Auto Report Great Deliveries. What Chip Shortage? (Barron’s)
  8. Cigna, Humana, UnitedHealth to expand into new Medicare Advantage markets in 2022 (marketwatch)
  9. Coty to sell 9% stake in Wella to majority owner KKR (Reuters)
  10. 4 reasons why Dollar Tree is raising prices above $1 but below $3 and why the stock has 30% upside ahead, according to JPMorgan (Business Insider)