Tag: StockMarket

Be in the know. 20 key reads for Monday…

  1. China Cuts Reserve Requirement Ratio (bloomberg)
  2. China regulator says govt policies not necessarily linked to overseas IPOs (reuters)
  3. Chinese Internet ADRs Selloff Is ‘Overdone,’ Citigroup Says (bloomberg)
  4. South Africa Fuels Omicron Hope by Dodging Hospitalization Surge (bloomberg)
  5. What Scares the Stock Market More Than Covid? The Federal Reserve. (barrons)
  6. China cloud primer: Alibaba, Tencent (bloomberg)
  7. How TikTok Reads Your Mind (nytimes)
  8. The Fed Faces Another Conundrum: The Bond Market Isn’t Following Its Lead (barrons)
  9. Morgan Stanley Sees Fed as Bigger Threat to Stocks Than Omicron (bloomberg)
  10. Hedge Funds Caught Massively Offside During Last Week’s Turmoil (bloomberg)
  11. PBOC cuts RRR by 50 basis points, unleashing 1.2 trillion yuan (bloomberg)
  12. Top China Covid Expert Hints at How Sealed Off Country May Return to ‘Normality’ (bloomberg)
  13. This is how to play China’s tech crackdown and these are the potential winners, according to one investor (cnbc)
  14. Apple’s iPhone Successor Comes Into Focus (wsj)
  15. Alibaba Reshuffles E-Commerce Teams Amid Competition (wsj)
  16. AT&T Looks Better, Except for Its Stock Price (bloomberg)
  17. China’s government is stepping in to help Evergrande deal with its debt, as it has with previous large-scale corporate clean-ups (businessinsider)
  18. Omicron Away. The Energy Report 12/06/2021 (Phil Flynn)
  19. Jim Cramer: Buy these 4 ‘bargain basement’ stocks to take full advantage of the omicron selloff — wait too long and you’ll kick yourself (yahoo)
  20. China Cuts RRR By 50bps; More Easing Expected (zerohedge)

Be in the know. 10 key reads for Sunday…

  1. China CSRC Downplays Overseas Delisting Fear After Stock Plunge (bloomberg)
  2. Goldman Cuts GDP Forecast Due To Omicron, Setting The Stage For More Central Banks Stimulus (zerohedge)
  3. December Typically Starts Out Weak (Almanac Trader)
  4. China’s population is shrinking, fast (ft)
  5. Serena Williams On ‘King Richard’ And The Entrepreneurial Lessons She Learned From Her Dad (forbes)
  6. ECRI Weekly Leading Index Update (advisorperspectives)
  7. A Lotus Evija Prototype Got Stuck in America Thanks to COVID (thedrive)
  8. Amazon’s about to beat the delivery giants at their own game (thehustle)
  9. Stock Rout Leaves Traders Wondering How Worried to Be About Fed’s Hawkish Turn (bloomberg)
  10. China’s Power in Asia Falls as U.S. Regains Authority, Lowy Says (bloomberg)

Be in the know. 25 key reads for Saturday…

  1. S.-Listed Chinese Stocks Tumbled. Why the Selloff May Have Been Premature. (barrons)
  2. Bristol Stock Is Too Cheap. Why It Could Be Ready to Rally. (barrons)
  3. Li Lu On Munger’s Patience To Wait For The Right Opportunity (acquirersmultiple)
  4. Opinion: Insider buying says a Santa Claus rally is on the way — here are 10 stocks they favor (marketwatch)
  5. The Housing Boom Could Last for a Decade. Buy These Stocks. (barrons)
  6. Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy. (neckar)
  7. Aswath Damodaran (NYU): “ESG is the most oversold and overhyped concept in the history of business.” (youtube)
  8. Graham & Doddsville – Columbia B-School – Fall Newsletter (edu)
  9. Twitter’s New CEO Parag Agrawal Shakes Things Up. Two Executives Are Out. (barrons)
  10. A Metaverse Skeptic Starts to Believe (barrons)
  11. Walgreens Stock Rises on Reports of Possible Sale of U.K. Drugstore Unit (barrons)
  12. United Airlines Is a Top Pick at Cowen for 2022. Here Is Why. (barrons)
  13. Cyclical Stocks Could Beat the Market. Others Are Set to Lag Behind. (barrons)
  14. What Scares the Stock Market More Than Covid? The Fed. (barrons)
  15. MSCI Now Tracks Hong Kong Shares of JD.Com and NetEase. That’s a Shift in Liquidity From U.S. for Chinese Stocks. (barrons)
  16. China May Finally Recertify the MAX. Boeing Shares Need the Boost. (barrons)
  17. Wages Shoot Up in Travel, Food and Other In-Demand Industries (wsj)
  18. Iran Nuclear Talks Stall as Tehran Toughens Stance (wsj)
  19. The Vast Promise of mRNA Technology (wsj)
  20. Want to Fly Private Jets and Not Be ‘Flight Shamed?’ Try Hailing a Ride (wsj)
  21. Chinese authorities said they would step in to help Evergrande deal with its crisis after the company sought assistance from its provincial government. (wsj)
  22. China’s birth rate has hit a record low. That could shake the world economy. (businessinsider)
  23. UBS says these 40 stocks with high retail participation are set to outperform most over the next 3 months, based on a strategy that’s consistently delivered over 12% since 2015 (businessinsider)
  24. Why the November Jobs Report Is Better Than It Looks (nytimes)
  25. Is Private Equity Overrated? (nytimes)

Be in the know. 12 key reads for Friday…

  1. Charlie Munger Says Markets Are Overvalued and ‘Even Crazier’ Than Dot-com Bubble (barrons)
  2. China Looks to Ease Monetary Policy to Help Smaller Firms (bloomberg)
  3. ‘Margin Debt’ Is Rising. It’s Becoming a Risk for Stocks. (barrons)
  4. Senate Passes Bill to Fund the Government (barrons)
  5. China Sees Boeing 737 MAX Flying Around Year’s End (barrons)
  6. Brazil Is a Vaccination Leader in Latin America. Its Market Hasn’t Caught Up. (barrons)
  7. Didi U.S. Exit Adds to Pressure on China Valuations (bloomberg)
  8. S. Adds 210,000 Jobs, Less Than Half of Estimates: Live Updates (bloomberg)
  9. These U.S. Industries Hired Most and Least in November (bloomberg)
  10. Why China and U.S. Are Clashing Over Stock Listings (bloomberg)
  11. Cramer says stocks are ‘still badly oversold’ even after Wall Street’s big rally (cnbc)
  12. Why Investors Are Often Bullish in December (wsj)