wiar 12-23-19

MFwebsite2020researchWhat I Am Reading

December 23 (Monday)

Markets
The S&P Heading for Best Year Since 2013. What Fueled the Rally. BR
Wall Street Week Ahead: History suggests rally may slow for U.S. stocks in 2020 R
Investors may be overly complacent about the 2020 outlook NN
The Decade of Dividends: Income Stocks Fed Yield-Hungry Investors in a Low-Rate Era BR

Commodities
America is now the world’s top oil producer, but cracks are emerging NN
Oil’s 2019 Milestones Tell Decade’s Story of Energy Abundance B
Commodities Had a Great Year. Why Palladium Led the Way BR
Banks Get Tough on Shale Loans as Fracking Forecasts Flop W

Central banks
Our Guide to What the World’s Top Central Banks Will Do Next Year B
Do Negative Rates Work? Yes, but Not by Much W
Repo Market News: Fed Is Entrenched. How Does It Get Out? B

US
The Economy, 2019: A Microcosm of a Decade in Which Growth Was Slow and Market Gains Fast BR

China
China to Further Open Up Industries, Ease Burden for Companies B
Inside China’s plan to become the world’s leading economy C
China should step up regulation of artificial intelligence in finance, think tank says R

Emerging
Modi Defends India’s New Citizenship Law as Protests Persist W

US politics
Pelosi’s Delay in Sending Impeachment Articles Stirs Sparring B
Trump Asked About Ukraine Aid Before July Zelenskiy Call B
Newly released emails offer more details in timeline of pause to Ukraine aid NN
Battles lines harden over Trump impeachment trial witnesses R
Trump gains support among millionaires, CNBC survey finds C

Geopolitics & trade
In the Battles Over Trump’s Trade Wars, Hawkish Adviser Navarro Endures W
President Xi Jinping praised Macao this week, but Hong Kong still has the financial clout NN
Clashes as police try to clear Hong Kong protesters after Uighur support rally R

Industries & companies
Aerospace: ‘Bull’s-eye’ landing caps Boeing’s faulty astronaut capsule test mission R
Autos: Tesla’s Soaring Stock Crushes Short Sellers BR
Autos: Tesla’s topsy turvy 2019 NN
Industrials: Options Traders Are Betting Heavily on GE’s Rebound BR
Media: ‘Rise of Skywalker’ debuts at $374 million, below recent ‘Star Wars’ films R
REITs: Brookfield’s Bet on Malls Looks Riskier than Ever W
Retail: Walmart’s Secret Weapon to Fight Off Amazon: The Supercenter W
Tech: Industry of the decade: Chipmakers C
Tech: Uber co-founder Travis Kalanick is on pace to sell his entire stake C

Corporate finance
Aramco Stocks Give Up About Half of Gains Since Debut: Inside EM B
2019 Was a Strong Year for IPOs, Even Without WeWork BR

Technology
How AI ruled our lives over the past decade NN
Stock-Trading Computers Profit on Human Errors. How to Fight Back. BR

Offbeat
Move Over, Santa! Kids Are Asking Alexa to Bring Them Presents W
Now fake Facebook accounts are using fake faces NN
Master Stockpicker Peter Lynch: If You Only Invest in an Index, You’ll Never Beat It BR

YRI
Daily Markets Overview