Category: What I’m Reading Today

Be in the know. 15 key reads for Saturday…

  1. Berkshire Sold 25% of Its Apple Stock in the Third Quarter (barrons)
  2. Berkshire Sold Bank of America Stock Again. Here’s Why. (barrons)
  3. Wells Fargo, Capital One, and Other Value Picks From a Berkshire Board Member (barrons)
  4. Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
  5. US adds just 12,000 jobs as storms and strikes hit labour market (ft)
  6. Betting Markets Tend to Get Elections Right—With Some Notable Exceptions (wsj)
  7. Ski Bums Love It. So Do Billionaires and History Buffs. How This Aspen Hotel Kept Its Gilded Age Appeal. (wsj)
  8. Paralyzed people may soon be able to walk thanks to NYC innovation — and that’s only the beginning (nypost)
  9. Wall Street frets over Big Tech’s $200bn AI spending splurge (ft)
  10. Boeing Reaches New Deal With Union in Hopes of Ending Strike (nytimes)
  11. Fed seen agreeing to quarter-point rate cut, while disputes flare about the road ahead (marketwatch)
  12. This closely watched stock-market indicator hit a 2½-year high. What it says will happen next. (marketwatch)
  13. AI Today and Tomorrow (bridgewater)
  14. Mopar Unleashes All-Electric Plymouth GTX Muscle Car (maxim)
  15. How John Hennessey Builds Some Of The World’s Fastest Supercars (maxim)

Be in the know. 12 key reads for Friday…

  1. Cooper Standard Reports Third Quarter Results; Continuing Lean Initiatives Delivering Cost Savings as Planned (cooperstandard)
  2. Intel CEO’s turnaround mirrors some moves by Steve Jobs. (marketwatch)
  3. Boeing Dismantles DEI Team as Pressure Builds on New CEO (bloomberg)
  4. U.S. Added Only 12,000 Jobs in October. Blame Strikes, Storms. (barrons)
  5. Walmart Is on a Winning Streak. How the Walton Family Keeps the World’s Biggest Retailer on Track. (barrons)
  6. Boeing Stock Rises After Offer to Pay $119,000 a Year. Vote Due Next Week as Strike Rolls On. (barrons)
  7. Wayfair Stock Leaps on Earnings Beat. CEO Is Focused on ‘Healthy Profitability.’ (barrons)
  8. Intel Says Sales Outlook Is Improving (wsj)
  9. The Fed’s Preferred Inflation Gauge Cooled Overall in September (nytimes)
  10. Boeing Gains After Union Endorses Sweetened Offer to End Strike (bloomberg)
  11. Real Estate Prices & Transaction Volume Rebound In October, Week in Review (chinalastnight)
  12. Intel books big charges for restructuring, but here’s why its stock is surging (marketwatch)

Be in the know. 26 key reads for Thursday…

  1. China’s Economy Shows Flashes of Stimulus Taking Hold (bloomberg)
  2. China Home Sales Slump Eases as Stimulus Boosts Buyer Morale (bloomberg)
  3. AliExpress Invites U.S. Retailers to Sell on the Platform (aliexpress)
  4. Alibaba Stock Has Soared. It’s Still Cheap Enough to Buy. (barrons)
  5. BABA-W’s AliExpess Sees Some Merchants’ Stocking Growth 8x+ (aastocks)
  6. Meta Stock Falls Further After Facebook Parent’s Earnings Beat. Spending Is an Issue. (barrons)
  7. Intel Reports Earnings Today. Analysts Are Worried About the Outlook. (barrons)
  8. PCE Inflation Slips to 2.1% Annual Rise, Moves Closer to the Fed’s Target (barrons)
  9. Boeing Stock Won’t Budge Despite All the Bad News. This Is Why. (barrons)
  10. Estée Lauder Stock Is Dropping on Disappointing Guidance and Cut Dividend (barrons)
  11. 23 Stocks That Pay a Huge Dividend. Why They Should Be a Better Bet Than Treasuries. (barrons)
  12. Temu’s debut in Vietnam faces scrutiny after Indonesian ban (scmp)
  13. Boeing’s New 6% Convertible Preferred Stock Scores With Investors (barrons)
  14. Microsoft Shares Slip as Forecast Sparks Concern About AI and Cloud Revenue (wsj)
  15. Starbucks Is Bringing Back the Condiment Bar (wsj)
  16. US Jobless Claims Fall to Five-Month Low as Storm Impact Fades (bloomberg)
  17. American Airlines Busts Travelers Who Cut the Boarding Line (wsj)
  18. China Central Bank Adds $70 Billion With New Liquidity Tool (bloomberg)
  19. Boeing strike will dent last jobs report before election (cnbc)
  20. How Hermès is bucking the global luxury slowdown (cnbc)
  21. Why the bond market may have it entirely backwards on Trump and Harris (marketwatch)
  22. Disney to Pay More Than $500 Million to Air the Grammys (wsj)
  23. Can We Prevent Cancer With a Shot? (wsj)
  24. Science Is Finding Ways to Regenerate Your Heart (wsj)
  25. Eurozone inflation rises to 2% in October (ft)
  26. Big Tech’s AI splurge worries investors about returns ahead of Amazon results (reuters)

Be in the know. 10 key reads for Wednesday…

  1. PayPal’s Real Friends Will Have to Be Patient (wsj)
  2. Boeing, Union Hold ‘Productive’ Talks in Attempt to End Strike (bloomberg)
  3. Super Micro Stock in Free Fall After Accountant Resigns (barrons)
  4. New retail car sales increased 2% in the latest week of data, and they are now up 10% over last year. (cox)
  5. U.S. Economic Growth Extended Solid Streak in Third Quarter (wsj)
  6. Eli Lilly Stock Plummets After Earnings Miss (barrons)
  7. China Beige Book Sees Economy Perking Up. (barrons)
  8. What the Election Means for Tesla and Other Car Stocks (barrons)
  9. US Hiring in ADP Data Rises to Fastest Pace in More Than a Year (bloomberg)
  10. Mortgage demand stalls as interest rates surge higher ahead of election (cnbc)

Be in the know. 20 key reads for Tuesday…

  1. VF Stock Surges After Q2 Sales Beat, Profit Swing (footwearnews)
  2. For fiscal 2024, PayPal now expects adjusted earnings per share to grow in the high teens, compared with an earlier forecast of low to mid-teens growth. (barrons)
  3. China Weighs $1.4 Trillion Fiscal Stimulus Package, Reuters Says (bloomberg)
  4. It Has Your Money—and Your Pants Size. Here’s What PayPal Is Doing With Them. (wsj)
  5. Alphabet’s Search and Spending Is All Wall Street Cares About. (barrons)
  6. 3 Titans Spent Tens of Billions on AI. Will They Regret It? (barrons)
  7. Pfizer Rises After Earnings Beat, Guidance Hike (barrons)
  8. Boeing Moves to Raise $19 Billion in Equity (wsj)
  9. Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords. (wsj)
  10. At Boeing and Starbucks, Different Problems but Similar CEO Messages (wsj)
  11. Estée Lauder Succession Drama to End With Insider Pick (wsj)
  12. The 25 Best Pizza Places in New York Right Now (nytimes)
  13. Milei’s Revamp Offers CEOs a Glimmer of Optimism About Argentina (bloomberg)
  14. China Investors Scour Protest Data for Clues to Next Stimulus Moves (bloomberg)
  15. CEOs Are Saying This Is as Bad as It Gets for Their Earnings (bloomberg)
  16. What’s Different Between 2016 Trump Trade and Now (bloomberg)
  17. Fed goes quiet ahead of its Nov. 7 meeting, with quarter-point cut seen as likely (marketwatch)
  18. Ministry Of Finance Hints At NPC Fiscal Policy, Reiterates 2024 GDP Goal (chinalastnight)
  19. JPMorgan CEO Jamie Dimon says ‘it’s time to fight back’ on regulation (reuters)
  20. Job openings fall to lowest level since January 2021 (yahoo)

Be in the know. 11 key reads for Monday…

  1. PayPal Earnings Due. Wall Street Eyes 2025 Catalysts Amid Big Run. (investors)
  2. Boeing Is Selling Stock—A Lot of It. The Shares Are Surprisingly Steady. (barrons)
  3. There’s a ‘generational opportunity’ for investors in this sector, says JPMorgan (marketwatch)
  4. Ford Earnings Are Coming. They Need to Be Better. (barrons)
  5. Pfizer’s Activist Battle Might Fizzle—but Its Stock Probably Won’t (wsj)
  6. Elliott Hunts Bigger Prey, Testing Limits in Barrage of Activism (bloomberg)
  7. Palm Beach Is Having a Luxury Hotel Renaissance (bloomberg)
  8. Cut or pause? 2 critical reports will determine what Fed does in November. (yahoo)
  9. Musk predicts he could save taxpayers $2,000,000,000,000 if Trump wins (foxbusiness)
  10. Intel invests US$300 million in China chip packaging and testing plant (scmp)
  11. Alibaba Presents First Full-process AI Product (aastocks)

Be in the know. 14 key reads for Sunday…

  1. Intel and Samsung explore foundry alliance to challenge TSMC (technode)
  2. China’s GenZers Are Into Stocks. They Are So Over the Housing Crisis. (barrons)
  3. Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
  4. Big Tech Stocks Lose Some of Their Aura as Earnings Growth Slows (bloomberg)
  5. Savers Bid a Sad Farewell to Higher Yields (wsj)
  6. It’s not just obesity. Drugs like Ozempic will change the world (economist)
  7. Ferrari 296 GTB: Absurdly Potent, Outrageously Capable (roadandtrack)
  8. Impact of CRISPR in cancer drug discovery (science)
  9. Why pros like Rory McIlroy use this practice method to improve their golf swing (golfdigest)
  10. Slow M2 means low CPI (scottgrannis)
  11. Consumer confidence seen as key driver for growth (cn)
  12. China property: Sunac’s multimillion-yuan One Sino Park in Shanghai sells out in 3 hours (scmp)
  13. This is why David Einhorn thinks Peloton could be worth five times what it is now (cnbc)
  14. The A.I. Power Grab (nytimes)

Be in the know. 13 key reads for Saturday…

    1. China’s Stimulus Aims to Boost Consumption, Top Official Says (bloomberg)
    2. These Are the Absolute Cheapest Stocks in the S&P 500 Right Now (barrons)
    3. Where Will Rates End Up? Inside the Fed’s Chase for the Magic Number. (barrons)
    4. Markets are moving in mysterious ways — and Wall Street is struggling to explain why (marketwatch)
    5. Israel Strikes Back at Iran, Deepening a Cycle of Military Escalation (barrons)
    6. What Is Behind the Rise in Bond Yields? Look to Powell, Not Trump. (barrons)
    7. Boeing Explores Sale of Space Business (wsj)
    8. America’s Newest Hit Candy Is Gummy, Crunchy and Printing Money (wsj)
    9. Big Food Is Learning to Love Weight-Loss Drugs (wsj)
    10. Joe Rogan Takes Center Stage in an Election Season Dominated by Podcasts (wsj)
    11. How Boeing’s new CEO is tackling the ultimate management test (businessinsider)
    12. S. shale natural gas production has declined so far in 2024 (eia)
    13. Small-caps have better value and momentum than large, says Miller Value’s Bill Miller IV (cnbc)

Be in the know. 23 key reads for Friday…

  1. PayPal Knows Your Pants Size—and Will Share It With Marketers (wsj)
  2. Michael Burry Is Betting the House on Chinese Stocks and This Billionaire Investor Is Too. Should You Follow Them? (fool)
  3. The Intelligent Investor Is Still Worth Reading 75 Years Later (bloomberg)
  4. Star Chinese fund manager bets on Alibaba, liquor stocks (scmp)
  5. China schedules meeting expected to reveal fiscal stimulus details (cnbc)
  6. Inflation Has Cooled, but Americans Are Still Seething Over Prices (wsj)
  7. Boeing Workers Want the Pension Plan Restarted. It Won’t Happen. (barrons)
  8. Centene Earnings Are Another Win for Health Insurer Stocks. What to Know. (barrons)
  9. Deckers Outdoor Stock Jumps 14% After Guidance Hike. How Hoka, Ugg Are Boosting Sales. (barrons)
  10. Nomad’s Brass polishes up to give diners a glimpse of NYC’s golden age (nypost)
  11. The Pro Golfer Hitting His Prime—at 52 Years Old (wsj)
  12. Keurig Dr Pepper to Buy Energy-Drink Maker Ghost for Over $1 Billion (wsj)
  13. Hermes Sales Continue to Grow Despite Wider Luxury Slowdown (wsj)
  14. Intel Wins Fight to Scrap $1.14 Billion EU Antitrust Fine in Long-Running Case (wsj)
  15. What Are ‘Mansion Taxes’ and Why Do Real-Estate Pros Hate Them So Much? (wsj)
  16. Americans Who Want to Do Business in China Need to Meet This Man (wsj)
  17. The former president has repeatedly praised a period in American history when there was no income tax, and the country relied on tariffs to fund the government. (nytimes)
  18. Xi’s Stimulus Package Met With Wall of Skepticism in Washington (bloomberg)
  19. Here Are 5 Industries With the Most at Stake in Presidential Election (bloomberg)
  20. Elon Musk’s Dream of a Drive-In Movie Diner With EV Charging Is Taking Shape (bloomberg)
  21. Tim Cook got his first job at age 12 to save for college: ‘Everybody was expected to work in my family’ (cnbc)
  22. Hong Kong stocks rise to pare weekly loss as China growth prospects brighten (scmp)
  23. Tech boom forces US funds to dump shares to avoid breach of tax rules (ft)

Be in the know. 12 key reads for Thursday…

  1. I.M.F. Says Inflation Fight Is Largely Over but Warns of New Threats (nytimes)
  2. China’s Rally Continues Despite Scepticism (bloomberg)
  3. Musk Floats Tackling Robotaxi Rules in Government (bloomberg)
  4. Boeing’s CEO wants to make it ‘great again.’ Here’s what’s standing in the way. (marketwatch)
  5. Commercial property’s moment of truth (ft)
  6. The EU Court of Justice, Europe’s top court, ruled on Thursday in favour of Intel ending a nearly two-decade-long fight between the U.S. chipmaker and EU regulators who had said it had tried to thwart a rival. (reuters)
  7. Boeing Workers Reject a $23,000 Raise. What Comes Next. (barrons)
  8. Starbucks’ Dividend Hike Is a Vote of Confidence in the Stock (barrons)
  9. Apple’s Most Disruptive Product in Years Launches Next Week. This Number Shows Why It Won’t Move the Stock. (barrons)
  10. Europe’s Rate Cuts Will Lift Stocks. Where to Find Value. (barrons)
  11. This massive flooring company says the housing market will get better — next year (marketwatch)
  12. United Parcel Service Stock Is Up Because the Bottom Is In (barrons)