wiar 11-12-19

MFwebsite2020researchWhat I Am Reading

November 12 (Tuesday)

Markets
Weak 2019 earnings growth paves the way for a strong 2020 earnings picture, boosting stocks C
Once a source of panic, the yield curve is validating stocks’ comeback and may crown the winners C
Selloff in Complex Investments Flashes Warning for Junk Bonds W

Europe
Election gift for PM Johnson: Brexit Party stands down in Conservative seats R
UK economy dodges recession, but annual growth slowest since 2010 R
Spain’s far right doubles seats in hung parliament, difficult talks ahead R

China
How Bad Is China’s Debt? A City Hospital Is Asking Nurses for Loans N
Alibaba breaks Singles Day record with more than $38 billion in sales C
Hong Kong violence prompts reminder that China troops close at hand R

US politics
Mark Cuban is latest billionaire to bash Sen. Elizabeth Warren’s wealth tax plan C

Geopolitics & trade
Top Iraqi cleric casts doubt on reforms offered to defuse unrest R
Bolivian Leader Evo Morales Steps Down N

Industries & companies
Aerospace: Boeing now says it expects 737 MAX to resume commercial service in January R
Energy: Frackers Prepare to Pull Back, Exacerbating a Slowdown in U.S. Oil Growth W
FAANGs: There’s a race to replace our iPhones with smart glasses we wear everywhere C
FAANGs: Amazon’s Heavy Recruitment of Chinese Sellers Puts Consumers at Risk W
Financials: Stock trading is back but no one is charging for it, thanks to millennials C
Media: The streaming wars officially kick off this week, but don’t expect the cheap plans to last forever C
Media: Disney is staking its future on Disney+ NN
Space: SpaceX launches another 60 Starlink satellites while setting two rocket reuse records C
Tech: The Quantum Computing Threat to American Security W

Corporate finance
Uber co-founder Travis Kalanick sells half a billion dollars in stock after lockup period ends C

Offbeat
UBS trader Scott Hapgood skips Anguilla court hearing month after Trump says manslaughter case looks ‘very wrong’ C