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The Fed needs to stay put on rates (ft )
Hedge Funds Brawl Over Battered Commercial Real Estate (wsj )
Commercial Real Estate Sentiment vs. Reality (bloomberg )
China has announced a slew of measures to bolster its economy. Here’s what we know so far (cnbc )
President Xi Chairs CCP Politburo Meeting, Laying out 2H23 Econ Work (aastocks )
China Holds Off on Major Stimulus as It Signals Property Easing (bloomberg )
China’s Alibaba says will not join Ant Group share buyback (reuters )
Xi’s Housing Speculation Warning Left Out of Politburo Statement (bloomberg )
Earnings Are the Tech-Stock Rally’s Next Big Test (barrons )
The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead for Big Tech. (barrons )
Restaurants Are Packed Again. Earnings Will Show How Long They’ll Stay That Way. (barrons )
Elon Musk Says Twitter Will Change Its Logo to X (wsj )
IPO Market Awakens From Long Slumber (wsj )
Why Businesses Can’t Stop Asking for Tips (wsj )
Big Pharma Bets Big on China (wsj )
Beijing Offers Love, but Chinese Entrepreneurs Aren’t Buying It (nytimes )
Fed, ECB Weigh End-Game After Next Rate Hikes to Curb Inflation (bloomberg )
A ‘momentous week’ ahead as the Fed, ECB and Bank of Japan near pivot point (cnbc )
China to resume 15-day visa-free entry for citizens of Singapore and Brunei (cnbc )
Podcast: Why We May Be About to See the Shortest Housing Cycle Ever (bloomberg )
China Politburo Shifts Stance on Property, Keeps Fiscal Language (bloomberg )
China to Review Official Appointments, Removals Tuesday (bloomberg )
China’s Options to Retaliate in Trade Fight With US Are Limited (bloomberg )
Altice USA Said to Be Considering a Sale of Cheddar News (nytimes )
China’s Politburo Aims To Stabilize Property Market By Intensifying “Counter-Cyclical Adjustments” (zerohedge )
AT&T, Verizon Investors Have More Than Lead Cables to Worry About (wsj )
China Addresses Investor Concerns in Global Fund Meeting (bloomberg )
The Fed and the Dollar (bloomberg )
I repeat: the Fed is done (scottgrannis )
Is the Dollar Still King? (cfr )
Trucks, transfers and trolls (npr )
Explained: How to tell if artificial intelligence is working the way we want it to (mit )
Are Semiconductors (SMH) Setting Up For A Historic Breakout? (seeitmarket )
Here Are the Actual Mechanics Behind Powering AI (bloomberg )
Brian Harman’s ‘waggle’ is going viral. Here’s why the Open leader does it (golf )
One moment from Jon Rahm proved he isn’t like the rest of us (golf )
The secrets of a superbomber: Understanding 6-foot-8 Christo Lamprecht’s golf swing (gollfdigest )
Fed Readies Another Rate Hike in Pivotal Week for Central Banks (bloomberg )
Amazon Is Asking Some Employees to Relocate, Return to ‘Main Hub’ Offices (wsj )
America’s Bet on Wind Power Is Running Into a Big Problem (barrons )
Alibaba Group Chairman Daniel Zhang’s 2023 Letter to Shareholders (alizila )
Alibaba Top Executive Regains Partnership (bloomberg )
Alibaba Annual Report (alibaba )
The Bear Market Has Nearly Been Erased, Fewer Than 20 Months After It Began (bloomberg )
Tony Bennett, Jazzy Crooner of the American Songbook, Is Dead at 96 (nytimes )
Federal Reserve officially launches new FedNow instant-payments service (cnbc )
Big Regional Banks Reported Stable Deposits. For Investors, That Counts as Great News. (wsj )
The 10 Best Dividend Stocks (morningstar )
Seth Klarman – Timeless Value Investing (EP.328) (youtube )
Investor Mario Gabelli ’67 Shares Insights on the Shifting Landscape of Value Investing: From Graham to Buffett and Beyond (columbia )
Wharton Professor Jeremy Siegel: Here’s why the Fed should stop raising rates (cnbc )
First Drive: Lotus’s 905 HP All-Electric SUV Has the Power to Challenge Lamborghini and Ferrari (robbreport )
Are AT&T and Verizon’s Dividends Safe? Here’s the Math. (barrons )
Even this longtime bull is worried about cracks in the tech-stock rally. Here’s how Tom Lee expects the market to shake out. (marketwatch )
AutoNation Beats Profit Estimates on Demand for New Cars (barrons )
China’s $100 Billion Tutoring Ban Backfires, Spawning Black Market (bloomberg )
Comerica stock up 5% after earnings beat target on increased loan activity (marketwatch )
Housing’s Recession Already Happened (wsj )
These Energy Companies Don’t Need Sky-High Oil and Gas Prices (wsj )
Sergey Brin Is Back in the Trenches at Google (wsj )
Threads User Engagement Continues to Decline (wsj )
Road Trip Like James Bond in Aston Martin’s DB12 (barrons )
Xi Jinping Praises Henry Kissinger in Beijing, in Veiled Message to Biden Administration (wsj )
Buffett’s Florida Bet Bodes Well for Troubled Insurance Market (bloomberg )
China Vows Urban Redevelopment Support to Boost Construction (bloomberg )
Starwood chairman, known as a bargain-hunting investor during downturns, sees opportunities in bank failures, commercial-property slump. (bloomberg )
McIlroy pleased with level-par start (theopen )
President Xi commented China is ready to “…explore with the United States the right way for the two countries to get along and take their relations steadily forward, which will be good for both sides and deliver benefits to the world.” (chinalastnight )
Chinese Billionaires Throw Weight Behind Private Sector Push (bloomberg )
Fed Seen Hiking Final Time to a 22-Year Peak in Economist Survey (bloomberg )
Xi’s Big Private-Sector Push Runs Into Wall of Skepticism (bloomberg )
Wells Fargo’s Mayo Calls Bank Valuations ‘Ridiculous’ (bloomberg )
China says two policies to support business coming soon (cnbc )
China Mulls Mortgage Easing to Spur Homebuying in Big Cities (bloomberg )
China Vows to Boost Private Economy, Protect Businesses (bloomberg )
China’s Xi Meets ‘Old Friend’ Kissinger Amid US Tensions (bloomberg )
China Ramps Up Yuan Support With Fixing, Borrowing Measure Tweak (bloomberg )
AT&T Stock Bounced Back. Wall Street Says the Selloff Is Overdone. (barrons )
Here are 10 reasons why Wall Street’s inevitable recession never arrived (barrons )
5 Beaten-Down Healthcare Stocks With Potential for a Rebound (barrons )
The Chips Act Needs Immigration Reform or the U.S. Could Lose to China (barrons )
The liquidity drain isn’t crashing U.S. markets as feared. Here’s a big reason why. (marketwatch )
Retail Sales Rose in June as Inflation Eased (wsj )
Netflix Subscriber Growth Jumps After Password Curbs (wsj )
Tesla Returns to Profit Growth (wsj )
Elliott Builds Stake in Catalent to Push for Changes (bloomberg )
China Will Retaliate If the US Puts New Limits on Investment, Envoy Says (bloomberg )
China’s Semiconductor Ambitions Fuel European Brain Drain (bloomberg )
Onshore Investors Bought Most Hong Kong Shares in Over Two Years (bloomberg )
bluebird bio upgraded to Buy at BofA, stock jumps 27% (streetinsider )
US and China agree to revive climate discussions (ft )
Alibaba to launch local versions of its China e-commerce site in Europe (cnbc )
Look Past Big Tech Stocks. Here Are 40 Picks From Our Roundtable Pros. (barrons )
China’s Recovery Might Not Be as Bad as It Looks (barrons )
Banks Are on a Roll. BofA Profit Boosted by Higher Rates. (barrons )
Fund managers remain mostly bearish despite rising bets on a soft landing for the economy, BofA’s survey shows (marketwatch )
S. dollar could soon wipe out all of its post-pandemic gains, Soc Gen strategist warns (marketwatch )
Alzheimer’s Drugs May Be a Big-Pharma Payday. Lilly and Biogen Are Facing Off. (barrons )
Retail Sales Are Slowing. What It Means for the Fed. (barrons )
Bank ETFs bounce, with this fund heading for potentially best month since 2021 (marketwatch )
Wall Street Sees Glimmer of Hope for Investment-Banking Revival (bloomberg )
AT&T Says Less Than 10% of Its Network Has Lead Covered Cables (bloomberg )
Air-Taxis Seen Zooming Through US Skies by 2028 in FAA Proposal (blooomberg )
China vows to ‘restore and expand’ consumption to boost growth (cnbc )
Kerry upholds U.S.-China ‘stability’ in symbolic Beijing visit (cnbc )
This Yield Curve Inversion Is ‘Different,’ Goldman Sachs Says (yahoo )
Cava—‘the Next Chipotle’—Faces a Tall Order (wsj )
Bonds Rally as Rate-Hike Reprieve Comes Into View: Markets Wrap (bloomberg )
Citigroup trading at a discount to book value, analyst says in upgrade (marketwatch )
Bank of America stock rises after second-quarter earnings and revenue beat expectations (marketwatch )
Henry Kissinger meets with China’s defense minister in Beijing (cnbc )
Yellen Sees Disinflation Pressures at Work as Hiring Surge Fades (bloomberg )
Bank of America tops analysts’ expectations amid higher interest rates (cnbc )
Kerry in China and Ammonia’s Potential (bloomberg )
China: Within retail sales, restaurants (technically called catering) increased +21.4% YoY while online retail sales increased +13.1%, with the online retail sales of physical goods increasing 10.8% YoY, accounting for 26.6% of the total retail sales of consumer goods. (chinalastnight )
American chip companies need access to China: Semiconductor trade group (scmp )
Lead Cables Will Be a Dead Weight for Telecom Carriers (wsj )
A weakening US dollar will help power the stock market higher in the 2nd half of the year, Fundstrat says (businessinsider )
Lockheed Martin Beats Earnings Estimates. The Stock Is Rising. (barrons )
Ford Cuts Price of F-150 Lightning Electric Truck by Up to $10,000 (wsj )
Euro Set for Longest Rally in Almost Two Decades as Dollar Sinks (bloomberg )
US, China Seek Detente on Climate as Extreme Heat Bakes World (bloomberg )
Josh Wolfe on Where Investors Will Make Money in AI (bloomberg )
BofA Survey Shows Rising Soft Landing Bets, Rush to Big Tech (bloomberg )
US Plans Narrow China Tech Investment Limits, Likely by 2024 (bloomberg )
China’s risk of deflation is ‘serious’ — one economist says it’s ‘time to act’ (cnbc )
Goldman Sachs cuts odds of a U.S. recession in the next year (cnbc )
Beijing Plans to Launch 14 Measures to Support Development of Platform Enterprises (aastocks )
Banks Earnings Just Started. Here’s What They’re Signaling. (barrons )
New Apartments Are Opening Up. How the Glut Changes Rent. (barrons )
China’s frail Q2 GDP growth raises urgency for more policy support (reuters )
“The need to implement an active fiscal policy and a prudent monetary policy is obvious, Liu” said. (barrons )
China’s economy misses growth forecasts, raising odds of more support for its tepid recovery (foxbusiness )
PBOC Says Economy Is Job #1 (chinalastnight )
China’s Fading Recovery Tests Policy Makers’ Economic Playbook (wsj )
China’s economy grew 6.3%, missing expectations (cnbc )
Ford Cuts Price of EV F-150 Lightning Truck by Up to 17% (wsj )
Dollar’s Busted Bull Run Has Bears Calling End of an Era (bloomberg )
Citi, Morgan Stanley, several banks see (China) growth of 5% this year (bloomberg )
The Banking Crisis Changed Nothing, and Everything (bloomberg )
Russia Terminates Black Sea Grain Deal, Wheat Prices Spike, As Extent Of Crimea Bridge Terrorist Attack Revealed (zerohedge )
The Big Read. Does Xi Jinping need a plan B for China’s economy? (ft )
Kremlin says it won’t cut ties with West, dialogue channels still needed (reuters )
Beijing talks up ailing property market amid weak data (scmp )
US Dollar To See Further Weakness? (kimblechartingsolutions )
Economists Cut Back Recession Expectations (wsj )
Bond King, Felon, Billionaire Philanthropist: The Nine Lives of Michael Milken (wsj )
Jeremy Siegel says we are in a ‘Goldilocks economy’ and the Fed doesn’t need to raise interest rates anymore (fortune )
Tom Cruise Did 13,000 Practice Jumps for Biggest Stunt Ever (mensjournal )
2024 Ferrari Purosangue Review: A Worthy Supercar, Now in Family Size (thedrive )
Alibaba’s intelligent services subsidiary launches new product to serve e-commerce merchants (technode )
China’s Cainiao Express launches distribution centers in Dallas and Chicago (technode )
The 15 Most Beautiful Beaches In Europe, According To European Best Destinations (forbes )
The magic move in Cam Smith’s putting stroke, explained (golfdigest )
Aston Martin’s Valour is the ultra-exclusive heavy hitter we’ve been dreaming of (classicdriver )
US and China Seek Climate Reset With Kerry’s Visit to Beijing (bloomberg )
8 Most Undervalued, Quality Bank Stocks (morningstar )
The Koenigsegg Gemera Is Officially The ‘World’s Most Powerful & Extreme Production Car’ (maxim )
The 50 Greatest Luxury Hotels on Earth (robbreport )
40 Picks for the Rest of the Year, According to Barron’s Roundtable Pros (barrons )
Banks Just Started Reporting Earnings. What They’re Signaling. (barrons )
The Stock Rally Is Vulnerable to One Factor. It isn’t Earnings. (barrons )
Earnings by Big Banks Show Signs of Soft Landing (wsj )
Large US banks reap bumper profits on Fed rate rises (ft )
Elon Musk says his new AI firm will use Twitter data, work with Tesla (nypost )
The ‘Everything Rally’ Is Back. So Is the Casino Crowd (bloomberg )
BlackRock chief Larry Fink says US debt is ‘out of control’ – but an accelerating economy can solve that problem (businessinsider )
Wharton professor Jeremy Siegel says the Goldilocks inflation figures for June put stocks in the ideal environment (businessinsider )
5 Book Recommendations By Jamie Dimon (aquirersmultiple )
Taking the Temperature (Howard Marks )
Why Small-Cap Stocks Are a Good Investment for the Long Term (youtube )
Buffett on ignoring stock price fluctuations and thinking like a business owner (dgi )
What’s Behind the Stock Market Rally (It’s Not Just Big Tech) (wsj )
