Tag: StockMarket

Be in the know. 21 key reads for Monday…

  1. Xi’s ‘Common Prosperity’ in Theory and Practice (Wall Street Journal)
  2. China regulator suggests Big Tech crackdown may be coming to an end, report says (businessinsider)
  3. Higher Costs Could Dent Profits. Earnings Prove They’re Helping (Barron’s)
  4. Tom Brady’s Latest Milestone Is Another Untouchable One (bloomberg)
  5. China’s Deep Ocean Dives May Not Be Quite What They Seem (bloomberg)
  6. Apple Has Upended the Online Ad Market. Snap Is Just the Beginning of the Pain. (Barron’s)
  7. These Pros Aren’t Worried About Inflation and Stagflation. Where to Invest Next. (Barron’s)
  8. The ECB’s big meeting is in December — here’s what analysts expect at this week’s gathering (marketwatch)
  9. Tech will dominate this week, but here’s one up-and-coming sector investors shouldn’t overlook (marketwatch)
  10. “Euphoria Is Increasing”: Goldman Doubles Down On Market Meltup Call, Sees $90BN In New Stock Buying This Week (zerohedge)
  11. Inside Facebook’s struggle to keep young people (theverge)
  12. Hertz reportedly orders 100,000 Teslas in $4.2 billion deal (theverge)
  13. The U.S. Fentanyl Crisis: What to Know (cfr)
  14. How Patrick Soon-Shiong Made His Fortune Before Buying the L.A. Times (newyorker)
  15. Dan Alpert on the Big Difference Between Now and the 1970s (Bloomberg)
  16. Why You Don’t Need to Be an Expert in Your Field to Start a Billion-Dollar Company ()
  17. S. Companies Bet Shoppers Will Keep Paying Higher Prices (Wall Street Journal)
  18. Energy-Stock Surge Leaves Climate-Focused Investors Behind (Wall Street Journal)
  19. Covid-19 Sets Back China’s Plans to Rebalance Its Economy (Wall Street Journal)
  20. Analysts Are Still Fans of Facebook Despite Deepening Selloff (Bloomberg)
  21. China’s ICBC to provide $470 bln of energy financing over next 5 yrs (Reuters)

Be in the know. 15 key reads for Sunday…

  1. Alibaba CEO Daniel Zhang says China’s ‘common prosperity’ will boost his bottom line (Fortune)
  2. Hedge Funds Slash Faang Exposure to Two-Year Low Before Earnings (Bloomberg)
  3. Services Are Yet Another Snag for Oil and Gas (Wall Street Journal)
  4. Big Tech stocks are the market’s superstars but rising rates could bring them down (marketwatch)
  5. The 22 Best Places To Travel In 2022, According To Ovation Travel Group (Forbes)
  6. Meet The 44 Newcomers Joining The Forbes 400 List Of America’s Richest People (Forbes)
  7. China’s debt-ridden Evergrande resumes work on more than 10 property projects (Reuters)
  8. Wall St Week Ahead Tech giants’ earnings may be another test for markets at new highs (Reuters)
  9. ECRI Weekly Leading Index Update (advisorperspectives)
  10. Value stocks are unloved, unsexy, and poised to make a killing over the next decade (Fortune)
  11. NFTs are not just for digital art—and their popularity is growing (economist)
  12. EVs Are the Future, but Are They Really All That Eco-Friendly? (robbreport)
  13. Top highlights from Xpeng’s 2021 Tech Day (techcrunch)
  14. Larry’s 50 Funniest Grievances on “Curb Your Enthusiasm,” Ranked (insidehook)
  15. Tencent to assemble a team for metaverse projects: report (technode)

Be in the know. 20 key reads for Saturday…

  1. 3 Investing Ideas for Contrarians (morningstar)
  2. Small-Caps Are Cheaper Than Large Caps. Why Long-Term Investors Should Care. (Barron’s)
  3. Investors Bet Inflation Pressures Will Linger (Wall Street Journal)
  4. Turns Out Tesla Is Right. EV Buyers Only Want Teslas. (Barron’s)
  5. Cheap Money’s Lifting Just About Everything. Enjoy It While It Lasts. (Barron’s)
  6. Financiers find safe space for Milken jamboree at The Beverly Hilton (Financial Times)
  7. A Conversation with Oaktree Capital Co-Chairman Howard Marks (Milken)
  8. Four Utility Stocks That Can Juice Up Your Portfolio (Barron’s)
  9. How to Invest in the Metaverse—and Find It (Barron’s)
  10. Powell Says Supply-Side Constraints Have Worsened, Creating More Inflation Risk (Wall Street Journal)
  11. Ahead of COP26, Saudi Arabia Resists Calls to Cut Oil Investment (Wall Street Journal)
  12. How Container Shipping Works? (marineinsight)
  13. Apple’s Privacy Change Is Hitting Tech and E-Commerce Companies. Here’s Why. (Wall Street Journal)
  14. Honeywell’s Formula for Success in China (Wall Street Journal)
  15. Panic Series (Pt. V) – 1857 (investoramnesia)
  16. The CEOs delivering consistent shareholder returns (Financial Times)
  17. Facebook confronts growth problems as number of young users in US declines (Financial Times)
  18. Kissinger Urges Greater Global Ties to Resolve Pandemic, Climate (Bloomberg)
  19. China Widens Property-Tax Trials With Levy on Residential Owners (Bloomberg)
  20. Adaptability (DGI)

Be in the know. 15 key reads for Friday…

  1. China Hints Its Crackdown on Tech Giants Is Coming to an End (Bloomberg)
  2. RBC Initiates Boeing (BA) at Outperform, Analyst Sees it as a High Conviction Call (streetinsider)
  3. 5 Top Analyst Favorite Stock Picks to Buy Come With Big Dividends (24/7 Wall Street)
  4. Evergrande pays missed dollar bond coupon, says Chinese state media (Financial Times)
  5. Biden vows to defend Taiwan from Chinese military action (Financial Times)
  6. Biden Says He Doesn’t Have Enough Votes to Hike Corporate Taxes (Barron’s)
  7. Four Utility Stocks That Can Juice Up Your Portfolio (Barron’s)
  8. Here’s what worked the last time stagflation reared its ugly head, according to Goldman Sachs (marketwatch)
  9. S. Home Sales Jumped 7% in September (Wall Street Journal)
  10. Stocks Hit a Record as Investors See Progress Toward a Spending Deal (New York Times)
  11. American and Southwest post profits as the airline industry recovers. (New York Times)
  12. China Tears Up the Rule Book in the Race to Fix Its Energy Crisis (Bloomberg)
  13. Brazil’s Economy Chief to Stay in Job to Avoid Further Crisis (Bloomberg)
  14. Big-name U.S. tech investors are moving in on Europe in increasing numbers (CNBC)
  15. Intel Gets the Bad News Out Early (Wall Street Journal)

 

Be in the know. 20 key reads for Thursday…

  1. 4 Healthcare Stocks Selling for Way Less Than Analysts Think They’re Worth (Barron’s)
  2. Wall Street Giants Turning Into China Stock Bulls (Bloomberg)
  3. Who Will Prove Most Vulnerable to the Pullback in Liquidity? (bridgewater)
  4. Trump announces social media platform launch plan, SPAC deal (CNBC)
  5. Billionaire investor predicts inflation here to stay, poses a threat to markets (New York Post)
  6. Jack Ma spotted on his superyacht off Mallorca coast amid China fallout (New York Post)
  7. Jobless claims fall again as enhanced pandemic benefits fade away (CNBC)
  8. ‘Plenty of worry in the market,’ but this chart suggests the bulls will prevail (CNBC)
  9. Evergrande Is Struggling to Sell Homes—and Its Assets (Wall Street Journal)
  10. Biogen Shareholders Face the Waiting Game (Wall Street Journal)
  11. Pinduoduo (PDD) Seen as a Top Pick in E-Commerce by Morgan Stanley Asia, Analyst Sees Long-Term Value and 30% Upside (streetinsider)
  12. Benchmark Reiterates Top Pick Call on Baidu (BIDU) and Sees 100% Upside (streetinsider)
  13. Consumer goods prices rise as manufacturers grapple with higher costs. (New York Times)
  14. AT&T Earnings and Subscriber Growth Beat Estimates. The Stock Rises. (Barron’s)
  15. Intel Reports Earnings Today. What to Expect. (Barron’s)
  16. American, Southwest, and Alaska Air Just Reported Earnings. What to Know. (Barron’s)
  17. S. Growth Slowed in Recent Months Amid Elevated Prices, Fed’s Beige Book Says (Wall Street Journal)
  18. Turkish lira tumbles as central bank slashes interest rate (Financial Times)
  19. China Takes the Brakes Off Coal Production to Tackle Power Shortage (Wall Street Journal)
  20. Path to Metaverse Expected to Go Through Videogames (Wall Street Journal)