Be in the know. 12 key reads for Thanksgiving Day!

  1. Why Winter’s Covid Wave Won’t Hit as Hard as Before (barrons)
  2. Alibaba Stock Gets More Price Target Cuts. But There Are Reasons to Be Bullish. (barrons)
  3. Baidu Gets Green Light for Commercial Robotaxis (barrons)
  4. The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks. (barrons)
  5. How Disney, Intel, and Other Old Reliables Stand to Gain From the Metaverse (barrons)
  6. Fed Minutes Reflect Intensifying Inflation Debate. Why It Matters. (barrons)
  7. Where the Differences Lie Between Biden and Xi (barrons)
  8. Out with the COVID, in with the crowds! Why I’m thankful for Big Apple clog heaven (nypost)
  9. Moelis Plans Saudi Hires as ‘Energy Supercycle’ Stirs Gulf Deals (bloomberg)
  10. China Says U.S. Tech Blacklist Moves Violate Xi-Biden Consensus (bloomberg)
  11. China regulator seeks to avoid US delistings of Chinese firms (foxbusiness)
  12. How to Generate Alpha From Hidden Earnings Data (institutionalinvestor)

Be in the know. 8 key reads for Wednesday…

  1. Hedge Funds Bailing on High-Beta Stock Picks at a Breakneck Clip (bloomberg)
  2. The Big Read. Nuclear fusion: why the race to harness the power of the sun just sped up (ft)
  3. Flush With Cash, Saudi Prince Snubs Biden and Sends a Message (bloomberg)
  4. Claims for U.S. Jobless Benefits Plunge to Lowest Since 1969 (bloomberg)
  5. Selloff in Highly Priced Tech Stocks Is Pressuring Hedge Funds That Piled In (bloomberg)
  6. Goldman Sachs says weakening growth, rising interest rates, rich valuations, and higher taxes won’t sink stocks next year, but they will slow them down. Here’s what to buy and what to avoid to maximize profits. (businessinsider)
  7. Ray Dalio’s Bridgewater Raises $1.25 Billion for Its Largest China Fund Yet (wsj)
  8. Top Strategist Says Health Care Could Rule in 2022: 5 Dividend Winners (247wallst)

Be in the know. 10 key reads for Tuesday…

  1. $15 Billion In Inflows Every Single Day: Goldman Bets It All On A Meteoric Year-End Meltup (zerohedge)
  2. As Markets Brace For Beijing Easing, Chinese State Media Unveils 25bps RRR Cut Before Year-End (zerohedge)
  3. Goldman Sachs Loves These 5 Buy-Rated Stocks With Accelerating Sales Growth for 2022 (247wallst)
  4. Buy Boeing (BA) Stock as Selling Seems Over-done – Seaport (streetinsider)
  5. U.S. taps Strategic Petroleum Reserve in bid to push down gasoline prices (marketwatch)
  6. Energy Stocks Can Make a Comeback. Oil Is Down but Not Out. (barrons)
  7. 4 Energy Stocks Pumping Out Tons of Cash (barrons)
  8. The Dogs of the Dow Are Ending 2021 With a Whimper. Why Next Year Could Be Better. (barrons)
  9. Investors will overcome a rising wall of worry to push the S&P 500 beyond 4,800 by year-end, Fundstrat says (businessinsider)
  10. “Rounding Error” – Oil Prices Surge As Biden SPR Release Backfires (zerohedge)

Be in the know. 8 key reads for Monday…

  1. Alibaba Stock and Others Fall After New Chinese Scrutiny. Why the Worst May Be Over. (barrons)
  2. KKR Offers $12 Billion to Take Telecom Italia Private (barrons)
  3. It May Be Time to Buy China’s Bonds—Carefully (barrons)
  4. Supply-Chain Problems Show Signs of Easing (wsj)
  5. Why Japan Appears Immune to Global Inflation Surge, So Far (wsj)
  6. As Hopes for Nuclear Deal Fade, Iran Rebuilds and Risks Grow (nytimes)
  7. Please Release Me. The Energy Report 11/22/2021 (Phil Flynn)
  8. Biden Keeps Powell as Fed Chief, Elevates Brainard to Vice Chair (bloomberg)

Be in the know. 10 key reads for Sunday…

  1. How Will the COVID Pills Change the Pandemic? (newyorker)
  2. Wall St Week Ahead Investors bet on second wind for lagging U.S. small caps (reuters)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. Global Supply-Chain Problems Show Signs of Easing (wsj)
  5. Modern Monetary Theory Isn’t the Future. It’s Here Now. (wsj)
  6. Takeaways From the Biden-Xi Meeting (cfr)
  7. ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology (bloomberg)
  8. China Junk-Bond Bargain Hunters Trigger 388% Surge in ETF Assets (bloomberg)
  9. Kissinger Doesn’t See China Invasion of Taiwan in Next Decade (bloomberg)
  10. Ferrari Pays Homage to 1960s Race Cars With Slick Model (bloomberg)