Be in the know. 20 key reads for Monday…

  1. Freshippo Opens a Store a Day in September Expansion Frenzy (alibaba)
  2. Trendyol’s Path to Profitability in Pictures (alibaba)
  3. Amazon to Invest Up to $4 Billion in an AI Start-Up. It’s a Warning to Big Tech Rivals. (barrons)
  4. ‘Get off the train’: Citi CEO sends tough message on big overhaul (ft)
  5. The IPO Market Might Be Back. Why Investors Should Think Twice About Jumping In. (barrons)
  6. Utility Stocks Won’t Be This Cheap for Long—and Their Dividends Still Shine (barrons)
  7. One Auto Union Has Settled. Here Is What It Got From Ford. (barrons)
  8. Disney, Netflix, Other Media Stocks Rise With End in Sight for Hollywood Writers Strike (barrons)
  9. Opinion: This bargain-hunting fund manager is finding value in PayPal and other fintech stocks (marketwatch)
  10. Attention Office Resisters: The Boss Is Counting Badge Swipes (wsj)
  11. Ford’s Auto Workers in Canada Back Labor Deal With 15% Wage Bump (wsj)
  12. Theme Parks Pin Hopes on a Fall Rebound After Summer Flop (wsj)
  13. Ackman Doubles Down on Bond Short That’s Still Flawed (bloomberg)
  14. Secret ‘James Bond’ Tunnels May Become a Tourist Attraction (bloomberg)
  15. Opinion: Let’s debunk the bears’ top arguments against further stock market gains (marketwatch)
  16. Why traders aren’t buying the Fed’s ‘higher-for-longer’ vision (reuters)
  17. 6 Hong Kong share listings this week set to raise up to US$458 million (scmp)
  18. China Markets Rebound, Alibaba’s First Spinoff Approaches, Week in Review (chinalastnight)
  19. The US is on the brink of a new growth cycle (ft)
  20. Most strategies are focusing on ways to insulate China operations rather than reduce them (ft)

Be in the know. 15 key reads for Sunday…

  1. What the Fed is overlooking (scottgrannis)
  2. Starbucks invests $220 million in China’s coffee market expansion (technode)
  3. Alibaba to inject $2 billion into its Turkish unit as it doubles down on overseas plans (technode)
  4. Domestic US Banks See Big Deposit Outflows Last Week But Loan Volumes Picked Up (zerohedge)
  5. U.S. Dollar Double Top? (kimblechartingsolutions)
  6. Hedge funds rush to unwind bets against gilts (ft)
  7. America’s Billionaires Love Japanese Stocks. Why Don’t the Japanese? (wsj)
  8. How Rupert Murdoch Outfoxed American Media (forbes)
  9. Weekly Leading Economic Index (advisorperspectives)
  10. The Most Expensive Homes in Every State, From Alabama to Wyoming (robbreport)
  11. Review: Apple iPhone 15 Pro & Pro Max (maxim)
  12. A black market, a currency crisis, and a tango competition in Argentina (org)
  13. How Dumb Money Got So Smart (townandcountrymag)
  14. How Hollywood insures its biggest stunts (thehustle)
  15. Rory McIlroy says amateurs are ‘pretty scared’ of this shot. Here’s his easy fix (golf)

Be in the know. 23 key reads for Saturday…

  1. Disney Stock Could Climb 50%, J.P. Morgan Says (barrons)
  2. China Market Gloom Spurs Fund Managers to Seek for Hidden Gems (bloomberg)
  3. Tech money is finally flowing again, and it may be just the beginning (marketwatch)
  4. Yields Are Near Their Peak. You Shouldn’t Wait to Buy Bonds. (barrons)
  5. Bank Stocks Are Stronger Than You Think. It’s Time to Get In. (barrons)
  6. Las Vegas Sphere’s Debut Could Lift 3 Dolan-Linked Stocks (barrons)
  7. This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying. (barrons)
  8. China Is in Trouble, but It’s Not as Bad as Some Think (barrons)
  9. The Stock Market’s Drop Was the Worst Since March. Is It September or Something More Sinister? (barrons)
  10. UAW Strikes at More GM and Stellantis Sites, But Spares Ford (wsj)
  11. Novel Approach Would Avoid Shutdown, Force Congress to Keep Working (wsj)
  12. Five Clues to Where the UAW Strike Is Headed Next (wsj)
  13. The Hedge Fund Meltdown That Rescued Your Stock Portfolio (wsj)
  14. Advance Auto Parts Insider Bought Up the Embattled Stock (barrons)
  15. Auto parts makers’ stocks rally, as UAW’s expanded strike provides a boost (marketwatch)
  16. The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs. (marketwatch)
  17. S. and China Agree to New Economic Dialogue Format (nytimes)
  18. Raffles London and the new era of super-luxe hospitality (ft)
  19. Sam Corcos, Co-Founder of Levels — The Ultimate Guide to Virtual Assistants, 10x Delegation, and Winning Freedom by Letting Go (Plus: Creating Leverage with Tools, Systems, and Processes) (#694) (tim)
  20. Part 3: 10 Of The Best Stock Market Investing Books Of All Time (2023) (acquirersmultiple)
  21. How Shipping Helps Explain the World (bwater)
  22. 10 Best Value Stocks to Buy for the Long Term (morningstar)
  23. Warren Buffett on Living Off Dividends In Retirement (dividendgrowthinvestor)

Be in the know. 15 key reads for Friday…

  1. Alibaba, JD.com Stocks Rise on Report of China Easing Ownership Limits (barrons)
  2. Alibaba’s Cainiao Plans to Raise At Least $1 Billion in Hong Kong IPO Soon (bloomberg)
  3. US and China to launch economy and finance working groups to stabilise ties (ft)
  4. Treasury Department Announces Launch of Economic and Financial Working Groups with the People’s Republic of China (gov)
  5. This credit gauge shows investors still have risk appetite, despite recession fears (marketwatch)
  6. UAW May Strike More Plants Today. Location Is Key. (barrons)
  7. Amazon Is Latest to Add Advertising to Streaming (barrons)
  8. Hedge fund titan Bill Ackman tells The Post why he remains bullish on NYC, talks presidential picks (nypost)
  9. Podcast: Steven Rattner on the UAW Strike and the Challenges of Bidenomics (bloomberg)
  10. Apple’s iPhone 15 Goes on Sale With Long Lines Around the World (bloomberg)
  11. This October could become another ‘bear killer’ – Stock Traders Almanac (streetinsider)
  12. The Enduring Lessons of ‘Dumb Money’ (institutionalinvestor)
  13. What striking workers get wrong about automaker profits (yahoo)
  14. Richest Family in South America Doubled Its Fortune on an Investment Analysts Hated (bloomberg)
  15. BABA’s Cainiao Reportedly Plans US$1B HK IPO Application Next Wk (aastocks)

Be in the know. 25 key reads for Thursday…

  1. Fed Holds Rates Steady but Pencils In One More Hike This Year (wsj)
  2. Fed’s Dot Plot Told One Story, Powell Another (barrons)
  3. Iran’s Oil Exports Have Soared During Quiet Diplomacy With U.S. (wsj)
  4. Iger says Disney will ‘quiet the noise’ in culture wars during intense DeSantis feud (nypost)
  5. China Is in Trouble, but it Isn’t a Catastrophe. Investors Shouldn’t Run Scared. (barrons)
  6. This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying. (barrons)
  7. Oil Is Forcing Inflation Higher, But Relief Could Be Coming (barrons)
  8. 2 NYC hotels make list of world’s 50 best: ‘We are redefining luxury’ (nypost)
  9. China Tests New Property Model in Xi’s Flagship City Amid Crisis (bloomberg)
  10. For Starbucks, Target, and TJX, Now Is the Season. The Stocks Rarely Drop With the Leaves. (barrons)
  11. FedEx Earnings and Guidance Lift the Stock (barrons)
  12. The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs. (marketwatch)
  13. Sphere Las Vegas Opens Soon. Take a Peek Inside Before the U2 Concert. (barrons)
  14. Fed’s Message Is Louder Than Its Rate Call. Why That’s Critical for Investors. (barrons)
  15. GM, Ford Stocks Fall as Strike Threatens to Drag On (barrons)
  16. Utilities Won’t Stay Cheap. Their Dividends Are Shining. (barrons)
  17. Stocks Should Shrug Off a Government Shutdown. But There Are Wild Cards. (barrons)
  18. Cisco to Buy Splunk in Deal Valued at $28 Billion (barrons)
  19. Fed’s revised dot plot for interest rates makes wall of maturing debt a bigger worry (marketwatch)
  20. Latest UAW Threat: Strikes at More Ford, GM Plants If No ‘Serious Progress’ by Friday. (barrons)
  21. This former Fed insider has 3 big takeaways from Powell’s press conference (marketwatch)
  22. Fed predicts ‘soft landing’ for the economy — low inflation and no recession (marketwatch)
  23. American Labor’s Real Problem: It Isn’t Productive Enough (wsj)
  24. Corporate America Brings Its New Skinny Look to Stock Market (bloomberg)
  25. Hedge Funds Add China Stock Shorts Even As Growth Bottoms (zerohedge)

Be int he know. 17 key reads for Wednesday…

  1. Square and PayPal Are Getting New CEOs. What It Means for Their Stocks. (barrons)
  2. Fed Debates When to Stop Raising Rates. What to Watch at Wednesday’s Meeting (wsj)
  3. Boeing Sees Jet Demand Soaring, Led by China. Here’s Why. (barrons)
  4. Biden thinks he’ll get ‘some kind of deal’ with China: Victoria Coates (foxbusiness)
  5. China keeps benchmark rates unchanged as economy finds footing (reuters)
  6. BofA’s Savita Subramanian Latest on Wall Street to Lift S&P 500 Target (bloomberg)
  7. Ford Reaches Tentative Deal With Canadian Auto Workers (barrons)
  8. Ford, GM Stocks Rebound To Pre-Strike Levels. Why Tesla Is the ‘Clear Winner.’ (barrons)
  9. iPhone 15 and 15 Pro Review: Is Apple’s Most Expensive Phone Worth It? (wsj)
  10. IBM Stock Gets a New Bull. Why Its Software Business Is ‘Misunderstood.’ (barrons)
  11. Amazon to Bulk Up on Seasonal Workers This Year (barrons)
  12. MSG Entertainment Stock Looks Set to Rise (barrons)
  13. China Eases Visa Application Process to Attract Foreign Visitors (bloomberg)
  14. Disney to Invest $60 Billion in Theme Parks, Cruises Over Next Decade (wsj)
  15. Chinese stocks are due for an 8% rebound as market nears bottom, UBS says (scmp)
  16. Huawei & Apple Sales Prove The Strength of The China Consumer (chinalastnight)
  17. Buy this pharma stock that could more than double if it clears a legal battle, Jefferies says (cnbc)

Be in the know. 15 key reads for Tuesday…

  1. Markets Show Signs of Reflation. Where to Invest Now. (barrons)
  2. Bank of America: The stock market is primed for a 25% rally in the next 12 months. These 6 industries hold the best opportunities. (businessinsider)
  3. Apple iPhone 15 Deals Are Out. What They Mean for T-Mobile, AT&T, Verizon Stocks. (barrons)
  4. Latest UAW Threat: Strikes at More Ford, GM Plants If No ‘Serious Progress’ by Friday. (barrons)
  5. Instacart Sets Its IPO Price at $30 a Share. Trading Starts Soon. (barrons)
  6. S. economy is trending in the Fed’s direction, so expect Powell to tread carefully this week (marketwatch)
  7. Carnival’s stock climbs after long-time bear says stop selling (marketwatch)
  8. GE HealthCare Stock Is Too Cheap, Says Analyst (barrons)
  9. CEO of Naspers and Prosus Steps Down (wsj)
  10. Disney to Invest $60 Billion in Theme Parks, Cruises Over Next Decade (wsj)
  11. Desperate NYC parents spending millions, lying, moving across the country to get kids into Ivy League schools (nypost)
  12. Amazon Opens a New Chapter for Its Gadget Business, and for Alexa (bloomberg)
  13. Treasury yields hold steady as investors await economic data, Fed meeting (cnbc)
  14. Goldman Sachs says the yield curve isn’t signaling a recession this time, but a restrictive Fed policy (businessinsider)
  15. Shelter will be the category driving disinflation going forward: JPMorgan Asset Management’s Berro (cnbc)

Be in the know. 15 key reads for Monday…

  1. Bond Market at Risk of Third Annual Loss Needs a Dot-Plot Rescue (bloomberg)
  2. US, China Officials Meet in Malta to Keep Channels Open (bloomberg)
  3. Beijing to support unicorns by fast-tracking IPO and large funding approvals (technode)
  4. Ant Group’s consumer credit unit secures RMB 4 billion consortium loan (technode)
  5. Taiwan Dollar Slump Seen Ending on China Recovery, Chip Outlook (bloomberg)
  6. Lineup Will Hold It Over Until Next Year (bloomberg)
  7. Where the Strike Stands. How to Read Offers From Auto Makers and the UAW. (barrons)
  8. New Cancer Drugs Are Changing the Odds. The Latest on Treatments. (barrons)
  9. Disney asset sales won’t break the bank, but they will move legacy media forward (cnbc)
  10. This Chinese partner could be the savior for beaten-down PayPal, Mizuho says (streetinsider)
  11. Meituan Says Sales in First 30 Mins of iPhone 15 Pre-order Exceed RMB200M (aastocks)
  12. Amazon Makes 3 Groundbreaking Announcements This Week That Hint at Its Future Growth Plans (fool)
  13. Those trying to pick AI winners should remember the dotcom days (ft)
  14. This stock market signal points to the S&P 500 surging 25% within the next year (businessinsider)
  15. UAW President Says Stellantis 21% Pay Hike Offer a ‘No Go’ (barrons)

Be in the know. 10 key reads for Sunday…

  1. Fewer Losers, or More Winners? (Howard Marks)
  2. Warren Buffett’s intrinsic value mantra might lead you to boring companies but predictable cash flows (financialpost)
  3. #395 – Walter Isaacson: Elon Musk, Steve Jobs, Einstein, Da Vinci & Ben Franklin (lexfridman)
  4. The 10 Best Dividend Stocks. These undervalued stocks with reliable dividends are worth considering. (morningstar)
  5. Automakers, UAW Spend Strike’s First Day in War of Words (bloomberg)
  6. Hedge Funds Hiked Bullish Oil Bets to 15-Month High on OPEC+ Cuts. Net long positions rise to highest level since June 2022 (bloomberg)
  7. Frontier Airlines CEO says workforce got ‘lazy’ during pandemic (foxbusiness)
  8. Fed unlikely to raise rates in November, says Goldman Sachs (reuters)
  9. What if Jerome Powell pulled off a soft landing and nobody noticed? It’s the economy’s Groundhog Day (fortune)
  10. How scientists are using artificial intelligence (economist)

Be in the know. 20 key reads for Saturday…

  1. From commodities to retail, China’s economy is showing signs of life after Beijing’s stimulus frenzy (businessinsider)
  2. Trump bemoans high interest rates and indicates he might pressure Fed to lower (cnbc)
  3. Have Million-Dollar Gene Therapies Finally Reached An Inflection Point? (investors)
  4. Ford Lays Off 600 Workers at Plant Targeted by UAW Strike (barrons)
  5. This Highflying Defense Stock Stumbled. That’s a Reason to Buy. (barrons)
  6. 20 stocks of aerospace and defense companies expected to grow sales most quickly through 2025 (marketwatch)
  7. 1-800-Flowers Executives Bought Up Stock (barrons)
  8. Hunting Season on Banks Might Be Over (barrons)
  9. The Big Question for the Fed: Not How High Rates Will Go but How Long They’ll Stay There. (barrons)
  10. Auto Stocks Rise as UAW Strike Gets Reaction From Wall Street (barrons)
  11. ‘Sell Rosh Hashanah, buy Yom Kippur’ stock-market pattern is just a calendar event (marketwatch)
  12. Small-Cap Stocks Are in the Doghouse. What Could Lift Them Out. (barrons)
  13. ‘Dumb Money’: The Movie vs. What Really Happened (wsj)
  14. Demands for Tips Are Up. Actual Tipping, Not So Much. (wsj)
  15. Amazon Searches for Its Next Big Hit (wsj)
  16. UAW Strike Exposes Detroit’s Dysfunction (wsj)
  17. Whatever the UAW Strike Outcome, Elon Musk Has Already Won (wsj)
  18. Striking UAW Can’t Bring Back the 1950s or Wish EVs Away (bloomberg)
  19. Warren Buffett poured $3 billion into Dow Chemical during the financial crisis. Here’s the story of how he helped the manufacturing titan – and doubled his money. (businessinsider)
  20. Battle Over Electric Vehicles Is Central to Auto Strike (nytimes)