Be in the know. 35 key reads for Saturday…

  1. We expect equities to continue being the asset of choice, says Oakmark’s Bill Nygren (cnbc)
  2. Netflix and Disney+ Are About to Get Ads. What It Means for Streaming Stocks. (barrons)
  3. The 10 Best Companies to Invest in Now (morningstar)
  4. It’s Supposed To Be Hard (collabfund)
  5. Consumer Sentiment Edges Higher in September (barrons)
  6. A Railroad Strike Has Been Averted for Now (barrons)
  7. Bluebird’s Gene Therapy for Brain Disease Receives Accelerated Approval (bloomberg)
  8. Shares of U-Haul Parent Amerco Look Cheap. How to Get Them Moving Again. (barrons)
  9. Target’s Problems Won’t Last Forever. It’s Time to Start Buying the Stock. (barrons)
  10. Shopify CEO Bought More Coinbase Stock (barrons)
  11. Goldman Sachs: Why European Natural Gas Could Fall by 50% (barrons)
  12. The Big Read. Putin under pressure: what is Russia’s next move? (ft)
  13. How the Worst Market Timer in History Built a Fortune (compoundadvisors)
  14. Mohnish Pabrai’s Talk with CFA Society of Mexico on August 17, 2022 (youtube)
  15. It Starts With Inflation (Ray Dalio)
  16. Billionaire investor Mario Gabelli explains why he’s looking to buy agriculture stocks (cnbc)
  17. The Fed should not vary interest rates from normal levels, says author Nassim Taleb (cnbc)
  18. Bear Market Bounce or Stock Market Bottom? (GS)
  19. Thomas Hayes, Chairman of Great Hill Capital, joined Cheddar News to explain what was behind the major sell-off this week. (cheddar)
  20. FedEx Warning Triggers Fears Over Global Economy (wsj)
  21. Why Do All These 20-Somethings Have Closed Captions Turned On? (wsj)
  22. China’s Downturn Moderates, Though Property Woes Linger (wsj)
  23. Goldman Cuts US Growth Forecast for 2023 After Rate Path Change (bloomberg)
  24. As US IPO Market Languishes, Listings Head East to Booming China (bloomberg)
  25. Jobless Rates Tick Up on East Coast, Led by New York City (bloomberg)
  26. Wealthy Homebuyers Flash Cash as Mortgage Rates Climb (bloomberg)
  27. Putin Discovers the Limits of Comrade Xi’s Friendship (bloomberg)
  28. Elon Musk Enters In-Flight Wi-Fi Market With Small Satellites (bloomberg)
  29. Ray Dalio’s co-chief rang the alarm on inflation, recession, and a global financial bubble this week. Here are the 10 best quotes. (businessinsider)
  30. Home Depot’s customers have been resilient despite economic headwinds, CEO says (cnbc)
  31. Options Traders Pile Into Hawkish Fed Wagers Eyeing 5% Peak Rate (bloomberg)
  32. How LinkedIn Became a Place to Overshare (nytimes)
  33. For Gen Z, TikTok Is the New Search Engine (nytimes)
  34. CNBC’s Joe Kernen challenges Buttigieg on inflation: ‘Wouldn’t it be better to just be honest?’ (nypost)
  35. The Fed isn’t trying to wreck the stock market as it wrestles with inflation — but it isn’t going to ride to the rescue (marketwatch