Tag: StockMarket

Be in the know. 30 key reads for Saturday…

  1. University of California Increased Alibaba, Pinduoduo Stock Investments (Barron’s)
  2. MSG Entertainment, MSG Sports, and AMC Networks Can Be Contenders. And Their Stocks Are Cheap. (Barron’s)
  3. Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap. (Barron’s)
  4. Forget AMC. Buy Cinemark. (Barron’s)
  5. Royal Caribbean Expects a Profit Next Year. Wall Street Takes a Wait-and-See Approach. (Barron’s)
  6. Cruise Lines Could Get a Boost as Travelers Splurge on ‘Revenge Travel’ (Barron’s)
  7. Merck’s Covid Antiviral Isn’t Just a Quick Win (Barron’s)
  8. Easy Money Will Stay Even if the Fed Tightens. That’s Good for Stocks. (Barron’s)
  9. There Are Hundreds of Reasons to Sell the Stock Market. Don’t. (Barron’s)
  10. Big Tech Earnings Are Over. 6 Things Investors Need to Know About a Disappointing Week. (Barron’s)
  11. Inside DeFi, the Wild West of Cryptocurrency (Barron’s)
  12. Democrats Want to Raise Taxes. Here’s What’s Likely to Change. (Barron’s)
  13. Narrowing Yield Gap Signals Worries Over Fed, Growth (Wall Street Journal)
  14. China Says Outbreak in Inner Mongolia Tourist Spot Under Control (Bloomberg)
  15. Erdogan Set to Seek Biden Meeting in Rome, May Skip COP26 Summit (Bloomberg)
  16. ‘Going It Alone’ Is Not an Option, Draghi Says: G-20 Update (Bloomberg)
  17. Tiger Moms Switch Kids to Sports After Tutoring Purge (Bloomberg)
  18. Stock Skeptics Forced to Recant by Best October Run in Six Years (Bloomberg)
  19. It’s not a ‘Great Resignation’ that will change work forever, one economist says. His calculations show the labor shortage is ending soon. (businessinsider)
  20. Here are 22 stocks best-positioned to drive big returns as the S&P 500 gets set to surge by up to 30% in the next several months, according to a senior research analyst at a $437 billion firm (businessinsider)
  21. From ‘adults giggling’ to utopia: How GM’s Corvette team describes the new Z06 (CNBC)
  22. Jim Cramer says chipmaker GlobalFoundries is a buy after its IPO this week (CNBC)
  23. G-20: COVID-19, corporate taxes, Iran nuclear deal on Biden’s Day 1 agenda (USA Today)
  24. ‘I’d rather be a billionaire and not be loved by everybody’: Charlie Munger shrugs off controversy over $200M donation for nearly windowless dorm (MarketWatch)
  25. Hedge funds seen facing heavy losses amid wrong-way Treasury bets ahead of Fed tapering, traders say (marketwatch)
  26. Eric Schmidt — The Promises and Perils of AI, the Future of Warfare, Profound Revolutions on the Horizon, and Exploring the Meaning of Life (#541) (Tim Ferriss)
  27. 10 Scary Stocks: 2021 Edition (morningstar)
  28. Small Cap Outlook: What’s Likely to Continue—or Change? (royce)
  29. The Billionaire Tax: The Worst Tax Idea Ever? (aswathdamodaran)
  30. Goldman Now Sees Fed Hiking Rates in July as Inflation Lingers (Bloomberg)

Be in the know. 25 key reads for Friday…

  1. Alibaba is ramping up in Europe, and is already ahead of Amazon in one region (CNBC)
  2. After Alibaba’s $400 Billion Stock Selloff, Investors Hope the Worst Is Over (Wall Street Journal)
  3. A Post-Erdogan Era Could Be Lucrative for Turkey’s Markets. How to Play It. (Barron’s)
  4. Bad bets trigger waves of tumult in short-term bond markets (Financial Times)
  5. Goldman Sees Cash-Flush S&P 500 Firms Boosting Buybacks (Bloomberg)
  6. What the Metaverse Is, Who’s in It and Why It Matters (Bloomberg)
  7. Apple sales miss expectations, Tim Cook says supply issues cost company $6 billion (CNBC)
  8. Amazon badly misses on earnings and revenue, gives disappointing fourth-quarter guidance (CNBC)
  9. Climate Change Became the Largest Part of Biden Spending Bill (New York Post)
  10. China Hurries to Burn More Coal, Putting Climate Goals at Risk (New York Times)
  11. Why China Is the World’s Last ‘Zero Covid’ Holdout (New York Times)
  12. Chile Unemployment Falls for Sixth Month as Economy Recovers (Bloomberg)
  13. Earnings results so far show companies are effectively navigating supply issues and rising costs (CNBC)
  14. Exxon Surprises With $10 Billion Stock Buyback Announcement As Cash Flow Soars (ZeroHedge)
  15. Demand For LNG Is Only Going To Rise (ZeroHedge)
  16. UPDATE 1-Yellen expects inflationary pressures to ease by second half of 2022 (Reuters)
  17. Lagarde pushes back on eurozone rate rise bets (Financial Times)
  18. Fed Leadership Uncertainty Muddies Rate-Policy Outlook (Wall Street Journal)
  19. Activision Blizzard Chief Reduces Pay, Pledges Changes Amid Probes Into Company Culture (Wall Street Journal)
  20. How Ryan Reynolds Built a Business Empire (Wall Street Journal)
  21. Biden Spending Bill: What’s Left Out of the Latest Version. (Barron’s)
  22. Millennials Will Drive Home Prices Up for Years to Come (Barron’s)
  23. Don’t Fret Over Higher Interest Rates. Dividend Stocks Can Still Do Fine. (Barron’s)
  24. Evergrande Pays Another Bond on Time, Avoids Default for Now (Barron’s)
  25. Apollo Wants to Be a Bit Like Buffett, But It’s Complicated (Bloomberg)

Be in the know. 25 key reads for Thursday…

  1. Iran will return to nuclear talks before the end of November, its chief negotiator said, restoring the Biden administration’s hopes that it can revive the 2015 nuclear deal. (Wall Street Journal)
  2. Oil hits two-week low on Iran talks and U.S. stocks build (streetinsider)
  3. Caterpillar Stock Is Regaining Lost Ground as Earnings Beat Forecasts (Barron’s)
  4. Merck Stock Is Gaining. Earnings Came in Strong (Barron’s)
  5. S. Economy Slowed on Delta Surge, Supply Crunch (Wall Street Journal)
  6. President Biden Set to Announce Framework of Revised Social Spending Bill (Barron’s)
  7. S. Jobless Claims Drop to Pandemic Low of 281,000 (Bloomberg)
  8. Nokia Earnings Smashed Expectations Despite Supply Chain Issues. The Stock Is Rising. (Barron’s)
  9. Fund managers are tossing out their losers. Here are the bargains investors might not want to miss. (marketwatch)
  10. Merck’s Covid-19 Pill Licensed to U.N.-Backed Nonprofit to Increase Global Supplies (Wall Street Journal)
  11. Third Point Has Big Shell Stake, Urges Energy Giant to Break Up (Wall Street Journal)
  12. Antidepressant Significantly Reduces Covid-19 Hospitalization (Wall Street Journal)
  13. China’s Hypersonic Missile Test Is Close to ‘Sputnik Moment,’ U.S. Military Chief Says (Wall Street Journal)
  14. Boeing Loss Driven by Dreamliner, Space Problems (Wall Street Journal)
  15. Evergrande Crisis All But Shuts Bond Market for China’s Junk Borrowers (Wall Street Journal)
  16. Budweiser’s New Growth Recipe Goes Down Easy (Wall Street Journal)
  17. ‘Transitory’ Inflation Gets a Stress Test (Bloomberg)
  18. China Has Started Making the Same Mistakes as the Soviets (Bloomberg)
  19. How China Is Rolling Out a Property Tax on Homes, and Why (Bloomberg)
  20. European Central Bank holds policy steady despite soaring inflation (CNBC)
  21. Australia’s exports to China are jumping despite their trade fight (CNBC)
  22. Mario Gabelli has racked up a 7,000% gain on Berkshire Hathaway stock. The billionaire investor explains why he likes Robinhood, still backs Warren Buffett, and worries about the Fed taper. (businessinsider)
  23. Bernstein Starts Li Auto (LI) and Xpeng (XPEV) at Outperform and NIO (NIO) at Market Perform, Says EV Adoption in China Picking Up (streetinsider)
  24. Democrats’ proposed billionaires tax collapses after resistance from moderates (Financial Times)
  25. Mitt Romney dresses up as Ted Lasso in Halloween video (businessinsider)

The “Don’t Stop Believin'” Stock Market (and Sentiment Results)…

Yesterday, I read an article in the Wall Street Journal that chronicled Journey’s 1981 hit “Don’t Stop Believin’.”  The genesis of the Billboard hit (and ending ballad to the Soprano’s series), was a streak of bad luck for Journey keyboardist-guitarist Jonathan Cain. Continue reading “The “Don’t Stop Believin’” Stock Market (and Sentiment Results)…”