What I Am Reading
Saturday, November 18, 2023
Markets
- Small-Cap Stocks Are Finally Making Some Noise. Be Careful.Barron's
- This Hot Market May Not Last. Why Options Look Better Than Stocks.Barron's
- Copper Prices Are Rising Again—and So Is Freeport-McMoRan StockBarron's
- Bad Credit? Car Loans You Can’t Afford Make Millions for Wall StreetBloomberg
- High yield bond market may hold less junk than before: McGeeverReuters
- Short-seller Jim Chanos to close hedge funds -WSJReuters
Central banks
US I
- Profit Recession Ends as a Challenging Holiday Season BeginsBloomberg
- Is a Recession Coming? Consumers Still Have Plenty to Spend.Barron's
- This Year’s Black Friday Bonus: Falling PricesWall Street Journal
- America’s Top 1% Don’t Make as Much as You Might ThinkBloomberg
- When Will Home Prices Drop? What It Would Take For Them to Come Down.Barron's
US II
- Wall Street Eyes Nikki Haley as Trump SpoilerWall Street Journal
- Donald Trump poses the biggest danger to the world in 2024Economist
- New Speaker Mike Johnson Confronts Old GOP Problems as Honeymoon Period EndsWall Street Journal
China
Japan
- Will Japan rediscover its dynamism?Economist
Geopolitics & trade
Industries & companies
- Airlines:Thanksgiving air travel set for records in test for airlinesCNBC
- Consumer:6 Consumer Stocks for a Growing EconomyBarron's
- Media:Disney box office flops put pressure on Iger, BergmanCNBC
- Media:Apple, Disney, Warner, Paramount Global and Lionsgate pause advertising on XCNBC
- Retail:Retailers Will Compete Harder for Holiday Sales This Year. Who Will Win.Barron's
- Retail:The Score: Target, Boeing, Macy’s and More Stocks That Defined the WeekWall Street Journal