Category: What I’m Reading Today

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)

Be in the know. 20 key reads for Friday…

  1. Third Plenum Promises to Fix “Insufficient Demand”, Week in Review (chinalastnight)
  2. Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
  3. Why the Fed Should Cut Rates Now—Not Wait Until September (wsj)
  4. Big Tech shares lose lustre as US market rocked by violent rotation (ft)
  5. Why Income Seekers Should Consider Buying High Yield Dividend Stocks Now (barrons)
  6. American Express Profit Rises 39% as Affluent Consumers Keep Spending (barrons)
  7. Here’s how stocks performed the last time a president ended a re-election bid — in 1968 (marketwatch)
  8. This bearish strategist says there is a bubble in artificial-intelligence stocks, and it could be about to burst (marketwatch)
  9. Small-cap stocks are perking up. Here’s how to pick winners. (marketwatch)
  10. Citi advises investors to ‘election proof’ their portfolios — here’s how (marketwatch)
  11. Ford to Invest $3 Billion in Canada to Boost F-Series Pickup Production (wsj)
  12. Homeowners Couldn’t Build Pools Fast Enough During Covid. The Tide Might Be Turning. (wsj)
  13. Get Ready to Pay More for Less-Reliable Electricity (wsj)
  14. Amazon Prime Day 2024 breaks record, bumps US online sales to $14.2B (nypost)
  15. Why Is the Oil Industry Booming? (nytimes)
  16. More Gas Cars and Trucks, Fewer E.V.s as Automakers Change Plans (nytimes)
  17. China’s Leaders Offer High Hopes, but Few Details for Road to Recovery (nytimes)
  18. Millionaires Outpriced by Billionaires Flock to Florida’s Fort Lauderdale (bloomberg)
  19. High-tariff push roils Shein, Temu operations in South Africa, EU, other markets (scmp)
  20. BABA Demands Each Biz to Have ‘Sense of Operation’ & Further Clarify Focus of Inputs – Report (aastocks)

 

Be in the know. 30 key reads for Thursday…

  1. Analysts believe China is more likely to have “positive” trade outcomes under a Trump presidency, given his “transactional nature.” (cnbc)
  2. China’s biggest money manager says fears about growth, corporate earnings excessive (scmp)
  3. Why Intel’s stock avoided the semiconductor sector’s worst selloff in four years (marketwatch)
  4. China’s biggest ETFs see huge inflows in latest sign of state buying amid third plenum (scmp)
  5. Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
  6. Initial Jobless Claims in US Increase by Most Since Early May (bloomberg)
  7. Trump-Vance Administration Could Herald New Era for Dollar (nytimes)
  8. Full text: Communique of the Third Plenary Session of the 20th Central Committee of the Communist Party of China (people.cn)
  9. Ford Is Adding Capacity. Super Duty Trucks Are Seeing Surging Demand. (barrons)
  10. Google Is The Great Tech Disrupter. AI Upstarts Have It In Their Crosshairs. (investors)
  11. ECB Keeps Rates on Hold Having Forged Ahead of Fed With a June Cut (barrons)
  12. Amazon Has a $46 Billion ‘Hidden Gem’ to Boost Revenue (barrons)
  13. Alibaba, Tencent and Other Emerging Market Stocks This Investing Pro Likes (barrons)
  14. Delta Air Lines Director Buys Large Block of Stock (barrons)
  15. Magnificent 7 Stocks Got Hammered. Why It’s Not Time to Buy the Dip, and 4 Other Things to Know Today. (barrons)
  16. Third Plenum Communique: CN to Deepen Financial & Taxation Reform, Increase Capacity of Opening-up Through Expanding Int’l Co-op (aastocks)
  17. Bank Stocks Celebrate Return of M&A, Ignore the Health of the Consumer (barrons)
  18. The Smallest Stocks Have Staged an Epic Rally. Here’s What to Do Next. (barrons)
  19. Country Music Is Booming Again. This Time, the Fans Are in Charge. (wsj)
  20. Ray-Ban Maker EssilorLuxottica to Buy Supreme Brand for $1.5 Billion (wsj)
  21. Foreign Buyers of U.S. Homes Pay Record Prices, but Sales Dwindle (wsj)
  22. (China) Officials reaffirmed a 5% growth target for this year (wsj)
  23. Two top Fed officials hint rate cuts could come this year as inflation cools (nypost)
  24. GM to increase production of high-performance Cadillac Escalade V8 SUV (cnbc)
  25. Can Boeing get back to its glory days? (cnbc)
  26. U.S.-China tensions are not a ‘new Cold War,’ veteran Singapore diplomat Bilahari Kausikan says (cnbc)
  27. Is the Worst Over for New York Offices? (wsj)
  28. Big central banks are starting to cut rates, slowly (reuters)
  29. Ford pivots from EV plans to heavy-duty trucks at Canada facility (finance.yahoo)
  30. CPC Central Committee adopts resolution on further deepening reform comprehensively (people.cn)

Be in the know. 10 key reads for Wednesday…

  1. Traders Betting on China Easing (bloomberg)
  2. Why China’s Xi Is Pushing ‘High-Quality Development’ (bloomberg)
  3. “I can’t believe how many people are negative on tariffs that are actually smart. Man, is it good for negotiation” (bloomberg)
  4. Wall Street pivots back to multiple-rate-cut view — reviving one of 2024’s big trading themes (marketwatch)
  5. Small caps are the hottest trade going in the stock market now and they surged another 3% Tuesday (cnbc)
  6. US Floats Tougher Trade Curbs in Chip Crackdown on China (bloomberg)
  7. Dollar Falls to Weakest Since May as Yen Rally Shakes Up Markets (bloomberg)
  8. China Youth Unemployment Hits Lowest Since December to Near 13%
  9. PBOC Questions Banks on Bond Holdings in Push to Cool Rally (bloomberg)
  10. Nvidia Stock Drops. Why It’s a Big Victim in the Tech Exodus. (barrons)

Be in the know. 25 key reads for Tuesday…

  1. The stars have aligned for this corner of the stock market as the US economy enters its ‘Goldilocks’ era, BofA says (businessinsider)
  2. Xi Jinping’s Great Economic Rewiring Is Cushioning China’s Slowdown (bloomberg)
  3. Small caps are the hottest trade going in the stock market right now and they’re up again Tuesday (cnbc)
  4. Inside Disney’s Mission to Keep Viewers Glued to Their Screens (wsj)
  5. Is Chinese President Xi’s Tech-Driven Growth Push Starting to Pay Off? (bloomberg)
  6. Revisiting Hong Kong: Optimism Still Improving Even As Rally Gets Tested (kraneshares)
  7. Bank Of America Stock Adds To 24% Rally On Q2 Earnings; Financial Stocks Eye Breakouts (investors)
  8. Xi’s Quest for ‘High-Quality Growth’ in China Is Bearing Fruit: Big Take (bloomberg)
  9. China tries to hit more birds with one stone in property rescue push (reuters)
  10. Ford Is Making a Comeback. It’s Time to Buy the Stock. (barrons)
  11. Google Search Has AI Issues, but Alphabet Stock Bulls Remain Upbeat (barrons)
  12. Why cooling inflation may not hurt corporate earnings after all (marketwatch)
  13. Powell leaves door open to rate cut but offers no fuel for July move: Evercore’s Guha (marketwatch)
  14. Opinion: ‘The S&P 500 is an accident waiting to happen’ — but it could be a long wait (marketwatch)
  15. Options traders flash rare bullish signal for small-cap stocks (marketwatch)
  16. Evictions Surge in Major Cities in the American Sunbelt (wsj)
  17. Powell Signals Rate Cut Coming Into View but Declines to Say When (wsj)
  18. Starboard Builds Big Stake in Tinder Parent Match (wsj)
  19. Odd Lots: Stephen Roach Warns Of Disaster From Our ‘Sinophobic’ China Policy (bloomberg)
  20. AI stocks look promising long-term, but may be overvalued now, investing experts say (cnbc)
  21. Match’s stock surges after activist investor Starboard urges exploring a sale (marketwatch)
  22. Marathon CEO Richards on Trump Trade, Fed, Dimon’s Private Credit Warning, Real Estate (bloomberg)
  23. Traders see the odds of a Fed rate cut by September at 100% (cnbc)
  24. Fundstrat’s Tom Lee is bullish on small caps (cnbc)
  25. Does Economic Data Raise The Probability of Third Plenum Policy Support? (chinalastnight)

Be in the know. 20 key reads for Monday…

  1. Chinese Leaders Are Gathering for Policy Talks. How the ‘Third Plenum’ Just Might Lift Stocks. (barrons)
  2. Alibaba Share Repurchase Program Reaches New Heights During June Quarter (alizila)
  3. IOC Leverages Alibaba Cloud’s Energy Expert to Optimize Power Consumption at Paris 2024 Venues (alizila)
  4. President Xi Jinping is presiding over a conclave to draft a new economic program. The stakes are high, but expectations for big changes are modest. (nytimes)
  5. China’s Economic Growth Comes in Worse Than Expected, Adding Pressure on Xi (bloomberg)
  6. Amazon Hits Prime Time for Earnings Expansion (wsj)
  7. What if the A.I. Boosters Are Wrong? (nytimes)
  8. I.’s Insatiable Appetite for Energy (nytimes)
  9. How Value Investors Can Benefit From the UK Rebound (bloomberg)
  10. 4 charts show why Wall Street’s most bullish strategist expects the stock market to triple by 2030 (businessinsider)
  11. Why small caps have the ‘most compelling investment case’ right now (marketwatch)
  12. Small-cap stocks get some revenge after Big Tech rally pauses. How long can they keep it up? (marketwatch)
  13. Fed-favored PCE price gauge set to show easing inflation and raise likelihood of rate cut (marketwatch)
  14. Evictions Surge in Major Cities in the American Sunbelt (wsj)
  15. Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
  16. Drivers are no longer simply accepting the fact that they have to pay more for car insurance. (wsj)
  17. Open questions | Stephen Roach on how Beijing can right its economy and the US’ China ‘blunder’ (scmp)
  18. Explainer | China’s third plenum: the 5 burning questions heating up debate – and our take (scmp)
  19. China’s economy falters, raises pressure for more stimulus (reuters)
  20. 4 Major CN Banks Lower Interest Rates for Buying 1st Home in Guangzhou: Report (aastocks)