wiar 12-16-19

MFwebsite2020researchWhat I Am Reading

December 16 (Monday)

Markets I
We Have a Trade Deal and Brexit Clarity. That’s Good News for Stocks. (BR)
Investors Exit Havens as Worries Ease, Lifting Stocks (W)
The Bull Market Almost No One Saw Coming (B)
Popular ‘Dogs of the Dow’ investing strategy fails in 2019 (C)

Markets II
Stocks Are Headed Higher in 2020, Strategists Say. Here’s Which Sectors Will Benefit the Most. (BR)
Wall Street predicts a high-single-digit gain next year, but history shows that is likely wrong (C)

Currencies & commodities
US isn’t weaponizing the dollar; sanctions are the alternative to war, Mnuchin says (C)
Shale Slowdown Takes Economic Toll (W)

US
Disparity in Corporate Profits Hints at Something Amiss (W)
Is Inflation Hot or Not? It Depends on the Gauge. (BR)
Economists Got the Decade All Wrong. They’re Trying to Figure Out Why. (W)

Europe
Victory for Boris Johnson’s all-new Tories (E)
Painful Brexit Is a Lesson to EU Members: Don’t Try This at Home (W)

China
PBOC Tells Property Speculators That ‘Homes Are For Living In’ (B)

US politics
Lighthizer Scores a Trifecta of Wins for Trump’s Trade Agenda (B)
Trump’s Impeachment Rebuke Bookended by Policy Victories (W)
Impeachment Backlash: 31 Democrats at Risk After Trump Vote (B)
Supreme Court to Decide Cases on Access to Trump’s Financial Records (W)

Geopolitics & trade
‘Historic’ phase one deal with China will be very good for global growth, Treasury Secretary Steven Mnuchin says (C)
China Threatens Retaliation Should Germany Ban Huawei 5G (B)
Why North Korea Might Wait Things Out With U.S. (W)

Industries & companies
FinTech: Venmo Glitch Opens Window on War Between Banks, Fintech Firms (W)
Media: Disney’s Big Draw Is Its Parks, Not Baby Yoda. (BR)
Retail: Investors Fight Over Future of Saks Fifth Avenue  (W)
Technology: Tech Regulation Is Finally Here and It Could Get Messy (BR)
Technology: Why You Can’t Have a Decent Conversation With Your Voice Assistant Yet (W)

Corporate finance
Aramco Stock Briefly Hit a $2 Trillion Valuation. It’s Worth $1.36 Trillion at Today’s Oil Prices, Analysts Say. (BR)

Offbeat
Your complete guide to investing with a conscience, a $30 trillion market just getting started (C)
Space investing became real this year as Morgan Stanley hosts packed NYC investor summit (C)
How the 1% Scrubs Its Image Online (W)
Volcanoes and Other Adventures in Tourism Are Seductive—but They Can Be Deadly (W)

YRI
Daily Markets Overview