Hedge Fund Tips

Be in the know. 11 key reads for Monday…

Bond Market Halts Brutal Run as Buyers Pounce on 4.5% Yields (bloomberg)
Dollar’s Sizzling Rally Cools as Bessent Nominated for Treasury (bloomberg)
How Tim Cook Cracked the Code on Working With Trump (wsj)
How Markets Have Responded to Deficits, in Charts (wsj)
Ozempic Could Crush the Junk Food Industry. But It Is Fighting Back. (nytimes)
Stocks, Bonds Rise as Traders Embrace Bessent: Markets Wrap (bloomberg)
Chinese Exports to Hit Record This Year Before Second Trump Term (bloomberg)
Dollar’s Year-End Strength to Give Way to Murky 2025 (bloomberg)
Trump Plans To Use Impoundment To Cut Spending – What Is It? (zerohedge)
Fed’s preferred inflation gauge highlights holiday-shortened trading week: What to know this week (yahoo)
Chinese firms likely to boost M&A activity in response to Trump threats: analysts (scmp)

Fed’s Williams Sees Inflation Cooling, Interest Rates Falling Further (barrons)
Charts that call my attention (scottgrannis)
Alibaba Forms New E-Commerce Business Group to Create Synergies for Growth (alizila)
Title insurance, title pirates, and a house built on someone else’s land. (npr)
America’s first major immigration crackdown and the making and breaking of the West (npr)
Why China’s Economy Opened Up in the 1970s (bloomberg)
Amateur golfers are super bad at this—Bryson explains 4 reasons why (golfdigest)
24-Hour Stock Trading Is Coming. Don’t Lose Your Shirt. (barrons)
Trump Pick for Labor Secretary Comes With Unexpected Twist: Unions Like Her. (barrons)
The last time inflation was projected to get worse, this investment was popular. Why it’s ‘unloved’ now. (marketwatch)

Why billionaire investor Howard Marks is snapping up ‘uninvestable’ Chinese assets (businessinsider)
Alibaba group restructures e-commerce operations to boost global expansion (technode)
New-Vehicle Affordability Improves in October (cox)
Trump Nominates Hedge Fund Chief Bessent to Lead US Treasury (bloomberg)
Trump Names Fox News Contributor Nesheiwat As Surgeon General (bloomberg)
Oil Was Written Off. Now It’s the Most Productive US Industry (bloomberg)
Lions Gate Entertainment, Adecoagro See Activist Investor Action (barrons)
Holiday Spending Looks Strong This Year. Where to Find Bargains in Retail Stocks. (barrons)
Poker Helped Me Take Risks. More Women Should Try It. (wsj)
What It’s Like To Ride The World’s Fastest & Most Powerful Production Jet Ski (maxim)
Pininfarina Channels Batman’s Rides With ‘Dark Knight’ & ‘Gotham City’ Hypercars (maxim)

“It’s all about Confidence” Stock Market (and Sentiment Results)…

“It’s all about Confidence” Stock Market (and Sentiment Results)…

Data Source: Finviz

“Sauces are vital for this cut because its flavor is lacking in comparison to my favorite, the rib-eye. Give me all the fat; even better when it’s bone-in,” Manalang said. (nypost)
Trump’s Election Flips the Script on Antitrust (barrons)
The DOJ-Google Fight Comes Into Focus. Why It’s Finally Hitting Alphabet’s Stock. (barrons)
Brace for surprises in US bonds, dollar based on Trump’s first term: Investor (channelnewsasia)
Why Elon Musk’s DOGE Effort to Cut the Federal Budget Under Trump Relies On the Supreme Court (barrons)
Who Is Pam Bondi, Trump’s Pick to Replace Matt Gaetz? What to Know About the Former Florida Attorney General. (barrons)
How Can Qualcomm Stock Trade More Like Nvidia? Bring AI to Phones and Cars. (barrons)
Home Sales Rose in October Following Decline in Mortgage Rates (wsj)
Alibaba Integrates E-Commerce Operations Into Single Business Group (wsj)
Temu Owner PDD Posts Slowest Revenue Growth in More Than Two Years (wsj)
Trump might name Kevin Warsh as Treasury chief then Fed chair later, report says (cnbc)
Alibaba bets on retailing chief Jiang Fan to bolster e-commerce momentum (scmp)
Fintech Lender Shows Improving Consumer, China Gears Up For Trade Negotiation (chinalastnight)
What Elon Musk Needs From China (nytimes)
Americans Say You Need $5.3 Million to Be Considered a Success (bloomberg)