Be in the know. 20 key reads for Sunday…

  1. Boeing Union Says It Will Vote on New Proposal to End Strike (nytimes)
  2. Boeing, Union Reach Tentative Deal to End Monthlong Strike (barrons)
  3. Measuring the Moat (morganstanley)
  4. In September, incentive spending rose modestly to 7.3% of the average transaction price ($3,522), according to the latest measure from Kelley Blue Book, up from 7.2% in August and well above the 4.8% reported one year ago. At this time in 2019, the market saw incentives at 10.3% of the average transaction price, suggesting there is still room to go if the going gets tough. (coxautoinc)
  5. Intel delivers first Panther Lake CPU sample to Lenovo amid security review claims from China (technode)
  6. China Q3 GDP Growth Slightly Above Estimates (tradingeconomics)
  7. Tiktok Is Old News. China’s Little AI Dragons See an American Promised Land. (bloomberg)
  8. Why Trading on the US Election Is a ‘Fool’s Errand’ (bloomberg)
  9. How Investors Are Betting on the Election, From Utility Stocks to DJT (wsj)
  10. Wall Street’s Scrappy Underdog Has an Ambitious Plan to Make It Big (wsj)
  11. Asian IPOs Set for Blockbuster Week as ‘Animal Spirits’ Return (bloomberg)
  12. UK Retail Sales Book Surprise Rise (tradingeconomics)
  13. What went wrong at CVS? Departing CEO Karen Lynch’s reign started brilliantly, then unraveled fast (fortune)
  14. Not Taking Crime Seriously California’s Prop 47 Exacerbated Crime and Drug Abuse (mi)
  15. Ferrari unveils new supercar with $3.9 million price tag (foxbusiness)
  16. Federal spending is the problem, not taxes (scottgrannis)
  17. Looking To Fiscal Stimulus (gavekal)
  18. Alibaba Gears Up for 2024 11.11 with Over $4 Billion in Consumer Perks and Merchant Support (alizila)
  19. Alibaba Cloud’s AI Technology Sparks Breakthrough in RNA Virus Discovery (alizila)
  20. Car prices are dropping: What this means for Carvana, Hertz and others (marketwatch)