Be in the know. 17 key reads for Tuesday…

  1. Yes, There Is a Bull Case for Investing in China (wsj)
  2. “While many indicators lately have disappointed, growth isn’t plummeting, and there’s still a fair chance of meeting the about-5% target for the year” (bloomberg)
  3. Alibaba Cloud Eyes State Firms for Up to $3 Billion Funding (bloomberg)
  4. Disney encourages Spectrum customers to move to Hulu + Live TV amid Charter dispute (foxbusiness)
  5. Arm Prices IPO. It’s Set to Be the Biggest of the Year. (barrons)
  6. Disney and Charter Are Locked in a Dispute. Why It’s a ‘Tipping Point’ for Legacy TV. (barrons)
  7. “When sentiment towards a market is resolutely negative, any positive news can more easily deliver a bounce as traders feel forced to shift positions.” (marketwatch)
  8. They’ve Been Friends for 60 Years. Lew and Bobby Have Figured Out What Most Men Don’t. (wsj)
  9. China’s Country Garden Narrowly Avoids Default (wsj)
  10. Is Now the Time to Invest in Emerging Markets? (wsj)
  11. Return-to-Office Is a $1.3 Trillion Problem Few Have Figured Out (bloomberg)
  12. China: “Some bright spots are also emerging. Earnings estimates for tech stocks have been trending upward since a March low, even as those for the broader benchmarks have remained largely unchanged.” (bloomberg)
  13. China Dials Up a Tech Win (bloomberg)
  14. The ‘Wizard of Wharton’ says stocks are on solid ground – and house prices are shaking off mortgage pain (businessinsider)
  15. The greenback is ‘losing some influence’ in the oil markets — and it means a partial de-dollarization is likely, says JPMorgan (businessinsider)
  16. Exclusive: China to launch $40 billion state fund to boost chip industry (reuters)
  17. China “The general trend of foreign ownership is still quite high,” Ahern says. “If anything else, it shows that maybe foreign investors are very poor market timers because this outflow is occurring just as Chinese equities are enjoying one of their strongest weeks in quite some time.” (yahoo)

Be in the know. 10 key reads for Labor Day…

  1. Labor Day is just a ‘milestone’ in the marathon to get workers back to the office (marketwatch)
  2. Wall Street analysts are increasing corporate profit forecasts for the first time in two years (marketwatch)
  3. Here’s the danger for investors in holding too much cash, says Wells Fargo (marketwatch)
  4. Investors parked heavy in cash may be making a ‘mistake,’ Nuveen says (marketwatch)
  5. Auto Strike Looms, Threatening to Shut Detroit’s Big 3 (nytimes)
  6. Biden ‘Disappointed’ If Xi Plans to Skip G-20 Summit in India (bloomberg)
  7. The stock market will hit record highs by the end of the year based on Goldilocks scenario, Bank of America says (businessinsider)
  8. Warren Buffett’s toll roads, Elon Musk’s bottlenecks, and why both men prize the same kinds of businesses (businessinsider)
  9. CHART OF THE DAY: US Treasurys are on track for their longest stretch of losses since 1787 (businessinsider)
  10. Chinese Stocks in HK Jump After More Property Easing (bloomberg)

Be in the know. 10 key reads for Sunday…

  1. How the U.S. Economy Remains Surprisingly Resilient (wsj)
  2. From BlackRock to Pimco, Bond Investors Bet Fed Hiking Is Over (bloomberg)
  3. The Man Who Has Detroit, Wall Street and the White House on Edge (wsj)
  4. Pickleball Went Pro. Can It Profit? (nytimes)
  5. Alfa Romeo’s 33 Stradale Is Back as a 750 HP Electric Supercar (robbreport)
  6. All of Quentin Tarantino’s movies, ranked from worst to best (digitaltrends)
  7. Adam Posen on the Dangers and Risks of Biden’s China Strategy (bloomberg)
  8. Long putters are ‘trendy’ again on tour—3 big reasons why (golfdigest)
  9. A first look at Gil Hanse’s new ultra high-end Florida course (golfdigest)
  10. Of concern: jobs growth is slowing (scottgrannis)

Be in the know. 20 key reads for Saturday…

  1. ‘Near perfect’ jobs report has traders expecting Fed to be done hiking rates this year (marketwatch)
  2. 93 Investing Lessons from Warren Buffett (dgi)
  3. Warren Buffett, who turns 93, is at the top of his game as he pushes Berkshire Hathaway to new heights (cnbc)
  4. The 25 Best James Bond Cars, Ranked (robbreport)
  5. Behind The Wheel Of The Aston Martin DB12, The ‘World’s First Super Tourer’ (maxim)
  6. The 10 Best Companies To Invest in Now (morningstar)
  7. Arm Looks to Target IPO at $50 Billion to $55 Billion Valuation (wsj)
  8. Disney’s feud with Spectrum owner Charter slams entertainment stocks (nypost)
  9. Wall Street Hates Stocks. It Could Fuel a 21% Gain for the Market. (barron)
  10. Stocks Stink in September—But This Year Could Be Different (barrons)
  11. China ETFs book best day in a month after PBOC vows to support weak yuan with forex reserve ratio cut (marketwatch)
  12. Resilient U.S. Economy Defies Expectations (wsj)
  13. Cooling US economy gives Fed breathing room on interest rates (ft)
  14. China’s economy isn’t on the verge of collapse, and markets are overlooking these indicators, China Beige Book says (businessinsider)
  15. Why auto worker strikes against GM, Ford and Stellantis seem inevitable (cnbc)
  16. Home prices may be on the verge of cooling off (cnbc)
  17. 18 New Restaurants to Put on Your Fall List (nytimes)
  18. China takes aim at real estate crisis with new measures to boost economy (cnn)
  19. Earnings Quality: The Pillar of Sound Value Investing (yahoo)
  20. The most important chart in the world (ft)