Category: What I’m Reading Today

Be in the know. 10 key reads for Monday…

  1. Hartnett: The World’s Most Crowded Trades Are Getting Liquidated (zerohedge)
  2. The Zombie Mall King Doesn’t Want to Be a Bottom-Feeder Forever (bloomberg)
  3. Hedge Funds Post Biggest Retreat on Bearish Yen Bets Since 2011 (bloomberg)
  4. Traders Fret as 32-Hour Central Banking Spree Hangs Over Markets (bloomberg)
  5. Canada Goose boss avoided printing ‘CEO’ on business cards for years after taking over at 27 (fortune)
  6. Even September may be too late for a rate cut to swing the U.S. economy out of a recession, warns former Fed president (fortune)
  7. Alibaba Cloud and OBS Unveil AI-powered OBS Cloud 3.0 at Paris 2024 (alizila)
  8. Alibaba International’s Aidge AI Toolkit Hits Half a Million Merchant Adoptions (alizila)
  9. ‘Deadpool & Wolverine’ smashes R-rated record with $205 million debut (ap)
  10. Fed’s next moves could seal the fate of tech stocks and small-caps (marketwatch)

Be in the know. 10 key reads for Saturday…

  1. 3M Stock Had Its Best Day Ever. The New CEO Started With a Bang. (barrons)
  2. What Gives Poor Kids a Shot at Better Lives? Economists Find an Unexpected Answer (wsj)
  3. John Malone Has Hit a Rough Patch. How to Play His Liberty Empire Now (barrons)
  4. Disney Bets on Deadpool, Wolverine and Dirty Jokes to Save Marvel (bloomberg)
  5. The Private Equity Staffer With a Shot at Olympic Glory (bloomberg)
  6. Some of the most popular trades of 2024 are coming undone after reaching ‘stupid’ levels (marketwatch)
  7. Short-run U.S. inflation trend points down, down, down (marketwatch)
  8. 10 Best Cheap Stocks to Buy Under $10 (morningstar)
  9. #34 Getting The Odds On Your Side: Legendary Investor Howard Marks (youtube)
  10. A massive race to start the Olympics: Get ready for the women’s 400-meter freestyle (nytimes)

Be in the know. 12 key reads for Friday…

  1. Nike Stock Is at Its Cheapest in a Decade. It Will Make a Comeback. (barrons)
  2. Buy the dip on Nvidia and other chip stocks? Not quite yet, says this analyst. (marketwatch)
  3. Disney+, Hulu, Max launch their new streaming bundle — at a 38% discount (marketwatch)
  4. 20 value stocks scoring highest for long term returns on invested capital (marketwatch)
  5. Royal Caribbean Raises Its Outlook. Cruise Demand Is Strong. (barrons)
  6. Auto Stocks Were Crushed. Everything Is Fine. Really. (barrons)
  7. 3M Earnings Are Coming. Investors Want Growth. (barrons)
  8. Economic Growth Quickens, Rising at 2.8% Rate in Second Quarter (wsj)
  9. Real Estate Crisis? Small Banks Say Their Loans Are Fine. (nytimes)
  10. Cracker Barrel CEO gives progress update on the chain’s turnaround plan (cnbc)
  11. GM reveals new Chevy Corvette with 1,000-plus horsepower and record top speed (cnbc)
  12. Alibaba, Tencent quickly adopt Meta’s Llama 3.1 AI model amid excitement (scmp)

Be in the know. 5 key reads for Thursday…

  1. Yen Surges as Traders Bet the Big Turning Point Is Finally Near (bloomberg)
  2. Japanese Population Falls at Fastest Pace in Demographic Crisis (bloomberg)
  3. Japan Business Service Prices Jump, Backing Case for Rate Hike (bloomberg)
  4. China Unexpectedly Cuts One-Year Policy Rate by Most Since 2020 (bloomberg)
  5. ‘Magnificent Seven’ stocks see worst drop since launch of ChatGPT — with $1.7 trillion in value erased in 2 weeks (marketwatch)

Be in the know. 5 key reads for Wednesday…

  1. Google Parent’s Ad Sale Growth Slows as AI Investments Soar (wsj)
  2. Bank of America clients bailed out of stocks last week at the fastest pace in years (marketwatch)
  3. Boeing Resumes 737 Max Deliveries to China After Two-Month Pause (bloomberg)
  4. Summer Slowdown As Investors Wait For Policy (chinalastnight)
  5. Texas Instruments Gives Outlook Easing Fears of a Downturn (bloomberg)

Be in the know. 14 key reads for Tuesday…

  1. Solventum Stock Jumps as Activist Trian Discloses Stake (barrons)
  2. General Motors shares rally after earnings and revenue beat, raises full-year outlook (streetinsider)
  3. These ‘cheap’ stocks could get a tailwind no matter who wins the White House (marketwatch)
  4. Small-caps likely to rally further on AI concerns and chance of Trump win, Goldman says (marketwatch)
  5. Boeing Gets Flurry of Orders at International Airshow (wsj)
  6. Yen rises as traders look to BOJ, while dollar holds steady (streetinsider)
  7. Investors want Fed cuts to be proactive rather than reactive, says JPMorgan’s Gabriela Santos (cnbc)
  8. HSI Company: Benjamin Graham’s Investment Philosophy Still Works in Current HK Mkt (aastocks)
  9. Top chip executive says China will soon see ‘explosive’ semiconductor growth (scmp)
  10. The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
  11. Hong Kong stocks drift lower as investors eye more China policy support (scmp)
  12. Coca-Cola Beats, Boosts Full-Year Outlook on Higher Prices (bloomberg)
  13. China Rate Cut Steals Plenum’s Muffled Thunder (bloomberg)
  14. Now is the time to get bearish on the dollar, strategist says (marketwatch)

Be in the know. 18 key reads for Monday…

  1. A Stock-Market Rotation of Historic Proportions Is Taking Shape (wsj)
  2. China Surprises With Rate Cut (bloomberg)
  3. China’s housing may get extra help by July’s end as policymakers strive to reverse slump (scmp)
  4. China Bond Yields Test PBOC Intervention Zone After Surprise Cut (bloomberg)
  5. China Vows to Accelerate New Affordable-Housing Model (bloomberg)
  6. China Unexpectedly Cuts Rates In Bid To Boost Economy, But Much More “Heavy Lifting” Needed (zerohedge)
  7. Xi Vows to Rewire China’s Finances, Help Indebted Regions (bloomberg)
  8. Boeing to sell up to 50 airplanes to Korean Air (marketwatch)
  9. The housing market is close to a rare buying opportunity with prices set to drop in pandemic boom towns, analyst says (businessinsider)
  10. Boeing ‘disappointed’ customers but is on the path to ‘transformational change,’ commercial jet CEO says (cnbc)
  11. Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
  12. Delta Air Lines Director Buys Large Block of Stock (barrons)
  13. Why the Fed is waiting a bit longer to lower interest rates (ft)
  14. Hong Kong stocks gain as China’s rate cut lifts hopes of economic momentum (scmp)
  15. The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
  16. Salesforce reportedly orders staff to return to office ‘four to five days a week’ (nypost)
  17. Dalio’s Abu Dhabi Penthouse Shows Rise of New Hedge Fund Hubs (bloomberg)
  18. China extends tariff exemptions on certain US goods until February 2025 (cn)

Be in the know. 15 key reads for Sunday…

  1. The Life Cycle of Market Champions (bridgewater)
  2. The Folly of Certainty (howard marks)
  3. How Benjamin Graham Survived World Panic on Wall Street (#17) (beyondbengraham)
  4. 10 of the Best Small-Cap Stocks to Buy Today (com)
  5. The White-Collar Hiring Rut Is Here. That’s Bad News for Young College Grads. (wsj)
  6. He Was a 2,500-to-1 Long Shot. Now He May Win the British Open. (wsj)
  7. DOJ says ‘substantial progress’ made toward final plea agreement with Boeing but needs more time (cnn)
  8. The Best Performing Stock in the Past Century (dgi)
  9. The life secret Jerry Seinfeld learned from Esquire (washingtonpost)
  10. ‘Cobra Kai’ Moves Up Season 6, Part 2 On Netflix—Here’s The New Release Schedule (forbes)
  11. First Drive: The Lotus Emeya Targets Porsche, Mercedes, and Lucid With Its 905 HP Performance (robbreport)
  12. Why Monte Carlo Is The Crown Jewel Of The French Riviera (maxim)
  13. Meet The RB17, Red Bull’s F1-Rivaling Hypercar That You Can Actually Buy (maxim)
  14. China accounts for nearly half of ASML’s Q2 revenue despite Dutch export restrictions (technode)
  15. Ant Group sees insurance business boom with 30% y-o-y growth in claim payouts in H1 (technode)