Be in the know. 40 key reads for Monday…

  1. China to Extend Policies to Support Ailing Property Market (bloomberg)
  2. Fundstrat’s Tom Lee explains why the S&P 500 will gain at least 100 points in the next week (cnbc)
  3. TSMC Sales Ride AI Demand Boost to Beat Estimates (bloomberg)
  4. Yellen Says US-China Ties on ‘Surer Footing’ After Beijing Visit (bloomberg)
  5. Yellen had a ‘constructive visit’ to China with opportunities for ‘more frequent contacts’ in the future, she says (cnbc)
  6. China Slides to Brink of Deflation, Adding Stimulus Urgency (bloomberg)
  7. Yellen says Beijing talks a step forward in putting U.S.-China ties on ‘surer footing’ (cnbc)
  8. The 10 Best Companies to Invest in Now (morningstar)
  9. Treasury Secretary Yellen’s China trip ‘went as well as can be expected’, says APCO’s Jim McGregor (cnbc)
  10. Has Janet Yellen’s trip to Beijing improved US-China relations? (bbc)
  11. Yellen: Progress in U.S.-China Ties Despite Disagreements (barrons)
  12. The world is big enough for US and China, Yellen says as she concludes Beijing trip (cnn)
  13. 3 Takeaways From Janet Yellen’s Trip to Beijing (nytimes)
  14. Generative AI Is Driving ‘The Next Supercycle Of Cloud Computing’ (investors)
  15. Rents Aren’t Rising as Fast. 2 Big Reasons Why. (barrons)
  16. Yellen Trip Aids Fragile Effort by U.S. and China to Keep Talking (wsj)
  17. Treasury Secretary ​Hails Progress (wsj)
  18. Is the eurozone’s jobs market as strong as rate-setters think? (ft)
  19. Bill Gates says Warren Buffett taught him to value free time: Filling ‘every minute of your schedule’ doesn’t make you more serious (cnbc)
  20. 11 Book Recommendations By Terry Smith (acquirersmultiple)
  21. Alibaba’s Ant Group Accepts Fine, Could An IPO Be Next (chinalastnight)
  22. 33 Undervalued Stocks (morningstar)
  23. Mauritius’s Newest Golf Course Aims to Crack the Top 100 in the World. Here’s What It’s Like to Play It. (robbreport)
  24. Red Meat and Cheese Are Unlikely to Lower Life Expectancy, According to a New Study (mensjournal)
  25. Alibaba unveils Midjourney alternative Tongyi Wanxiang (technode)
  26. How Shein became a fast-fashion behemoth (npr)
  27. The rise of American natural gas (npr)
  28. A Neurologist Answers Questions Patients Might Have about the New Alzheimer’s Drug Lecanemab (scientificamerican)
  29. How to Destroy ‘Forever Chemicals’ (scientificamerican)
  30. 2024 Rolls-Royce Spectre Is Exactly What You’d Expect an Electric Rolls to Be (roadandtrack)
  31. The Aston Martin DB12 Feels More Complete than the DB11 Ever Did (roadandtrack)
  32. Cam Smith wins for first time in 7 months, now sets sights on Open Championship title defense (golfdigest)
  33. The Best Golf Courses in Every State (golfdigest)
  34. No boom, no bust (scottgrannis)
  35. Let’s celebrate the 50th anniversary of the legendary Ferrari Berlinetta Boxers (classicdriver)
  36. History Says Big Tech’s Rule Over US Stocks Shouldn’t Be Feared (yahoo)
  37. Buy European Stocks as Discount Hits New Low, Citigroup Strategists Say (bloomberg)
  38. Powell Haunted by Repo Crisis as Fed Aims to Cut Balance Sheet (bloomberg)
  39. Why US Investors Should Cheer Yellen’s Successful Trip (chinalastnight)
  40. Jefferies Expects Ant Group to Value at USD100B (aastocks)