Be in the know. 20 key reads for Tuesday…

  1. Alibaba’s Cainiao Files for $1 Billion-Plus Hong Kong IPO (bloomberg)
  2. China’s economic situation isn’t as dire as it seems, and policymakers in Beijing were just expecting too much, economist says (businessinsider)
  3. This Is the ‘Perfect’ Time to Buy Value Stocks on Sticky Inflation, Rob Arnott Says (yahoo)
  4. Biden Heads to Strike. Can He Square Inflation and Unions? (barrons)
  5. Why Ford Struck a Deal (barrons)
  6. A Government Shutdown Is Close. What’s at Stake. (barrons)
  7. Hedge funds are boosting bets against U.S. stocks as selloff continues, Goldman Sachs says (marketwatch)
  8. 11 Beaten-Up Growth Stocks That Look Like Buys—and Aren’t Big Tech (barrons)
  9. Wall Street analysts expect the S&P 500 to rise 19% over the next 12 months. Here are their 10 favorite stocks. (marketwatch)
  10. Moody’s warns gov’t shutdown bad for USA’s credit — one month after Fitch downgrade (nypost)
  11. The Secret Ingredient of ChatGPT Is Human Advice (nytimes)
  12. Bond Traders Stung by Fed See US Shutdown as Next Big Wild Card (bloomberg)
  13. Hedge Funds Cut Stock Leverage at Fastest Pace Since 2020 Crash (bloomberg)
  14. Goldman Sachs: Buy these 22 stocks that will continue to outperform (businessinsider)
  15. Short Positions Pile Up in Nasdaq Futures, Citi Strategists Say (bloomberg)
  16. Government shutdown fears rattle US stocks, but history shows upside (streetinsider)
  17. The elusive Fed ‘soft landing’ nears. Why are Americans so mad about the economy? (reuters)
  18. Charlie Munger Emphasizes Self-Awareness And Strategy: ‘I Don’t Play In A Game Where The Other People Are Wise And I’m Stupid. I Look For A Place Where I’m Wise And They’re Stupid’ (yahoo)
  19. The Big Read. The debt-fuelled bet on US Treasuries that’s scaring regulators (ft)
  20. Economic & Diplomatic Progress Goes Unnoticed By Foreign Investors (chinalastnight)