Be in the know. 22 key reads for Tuesday…

  1. Disney Stock Gets an Upgrade. (barrons)
  2. Hedge fund mogul Larry Robbins seeks overhaul at struggling CVS: report (nypost)
  3. The stock market is entering the most volatile month of an election year — but the rally may be here to stay (marketwatch)
  4. Chamber of Commerce calls on Biden to stop dockworkers strike, citing inflation fears (marketwatch)
  5. Into Lebanon Ahead of Expected Ground Incursion (wsj)
  6. US Deploys a ‘Few Thousand’ More Troops to Middle East (bloomberg)
  7. Employers Boost Dockworker Wage Offer in Bid to Keep Ports Open (bloomberg)
  8. Ports strike could have $4 billion daily impact, but these container stocks are well positioned (marketwatch)
  9. A port strike would be ill-timed, but disruption could boost these companies (marketwatch)
  10. A port strike could be an economic ‘tsunami’ affecting these sectors (marketwatch)
  11. Port strike could come at a ‘high political cost’ for Harris campaign (marketwatch)
  12. Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’ (bloomberg)
  13. Michael Dell Unloads $1.2 Billion in Second Big Dell Stock Sale (bloomberg)
  14. California Clampdown on Retail Theft, Drug Crimes Wins Backing of Over 70 Mayors (bloomberg)
  15. China to Allow Home Buyers to Refinance Mortgages in Latest Easing Move (wsj)
  16. A Week of Shock and Awe Ignites China’s Stock Markets (wsj)
  17. Many Dockworkers Make $150,000 or More. Why They’re About to Strike. (barrons)
  18. Boeing, Union Stall on Strike Talks. Pensions Are a Problem. (barrons)
  19. Alibaba, JD, and Baidu Stocks Rise. The China Trade Is Still Thriving. (barrons)
  20. The Market Could Defy History in October. Where to Find Gains. (barrons)
  21. This hedge-fund manager says it’s a ‘max-long’ moment for stocks (marketwatch)
  22. Boeing Weighs Raising at Least $10 Billion Selling Stock (bloomberg)

Be in the know. 10 key reads for Monday…

  1. Hang Seng & China Internet Outperforming S&P 500 Year to Date (chinalastnight)
  2. Alibaba’s AI-Powered Cancer Detection Tool Recognized on Fortune’s 2024 Change the World List (alizila)
  3. Is The Japanese Yen Reversing Upward? (seeitmarket)
  4. Hedging Goes Out the Door With Burst of China Stocks Euphoria (bloomberg)
  5. Japanese Stocks Plummet on Rate Hike Worries (bloomberg)
  6. Boeing Union Says Talks Halted on Pensions, Pay Demands (bloomberg)
  7. Xi Has Finally Realized What’s Ailing China (bloomberg)
  8. China to cut existing mortgage rates by the end of October (reuters)
  9. China Moves to Cut Mortgage Rates to Revive Housing Market (bloomberg)
  10. Alibaba looks on course for a turnaround amid investor frenzy for Chinese stocks (scmp)

Be in the know. 18 key reads for Sunday…

  1. Billionaire investor David Tepper on China: Central bank comments ‘exceeded expectations’ (cnbc)
  2. Those calling Intel a company in decline are missing the point entirely—it’s now a corporate actor on the geopolitical stage (fortune)
  3. Helene Leaves US South Reeling From Flooding and Power Outages (bloomberg)
  4. Nvidia Has ‘Two Glaring Holes’ In Its Data Center Offering (investors)
  5. China Cries Uncle With Big Pledge on Property Crisis (bloomberg)
  6. Chinese stocks post best week since 2008 after stimulus blitz (ft)
  7. Sterling’s rally has further to run, say Wall Street banks (ft)
  8. The case for a melt-up in markets (ft)
  9. Sterling’s rally has further to run, say Wall Street banks (ft)
  10. Masayoshi Son is the $100 billion gambler who went from dirt track to tech titan — and he isn’t done betting yet (businessinsider)
  11. The Restaurant List (nytimes)
  12. It was a September to remember for stocks — but October presents fresh challenges for the rally (marketwatch)
  13. 8 incredible golf courses in the US you can build a whole vacation around (usatoday)
  14. 10 Undervalued Wide-Moat Stocks (morningstar)
  15. McLaren’s Next Supercar Is Coming Next Month (robbreport)
  16. This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim)
  17. The World’s First Official James Bond Bar Just Opened in London—Here’s a Look Inside (robbreport)
  18. Four Seasons Yachts Wants to Take You to the Caribbean for the Holidays (robbreport)