Be in the know. 27 key reads for Monday…

  1. Pfizer agrees to buy Global Blood Therapeutics in deal valued at $5.4 billion: WSJ (MarketWatch)
  2. Share Buyback Tax’s Lag Could Spur Rush to Repurchase This Year (bloomberg)
  3. The Fed Is About to Ramp Up Balance-Sheet Shrinkage. It May Get Dicey. (barrons)
  4. SoftBank Posts a Record Loss, Says It’s Exploring a Sale of Fortress (barrons)
  5. Senate Passes Inflation Reduction Act. What’s Inside. (barrons)
  6. Tesla and 9 Other Companies That Would Take a Hit From a 15% Minimum Corporate Tax (barrons)
  7. GE Is Building the Electricity Grid of the Future. Here’s What We Found on a Tour. (barrons)
  8. The Math Behind GE’s Breakup. It’s a Sum-of-the-Parts Party. (barrons)
  9. Disney, Uber, and 11 Beaten Down Stocks That Look Like They Could Come Back (barrons)
  10. Clean Energy Stocks Rise on Senate Passage of Climate Bill (barrons)
  11. The Bull Market in Biotech Stocks Is Still Going Strong (barrons)
  12. Here’s how the Inflation Reduction Act’s rebates and tax credits for heat pumps and solar can lower your energy bill (marketwatch)
  13. A surging stock market is on the verge of signaling a ‘huge’ move — but there’s a catch (marketwatch)
  14. Wall Street Shuffles Bets on Consumer Loans as Economy Slows (wsj)
  15. How ‘Better Call Saul’ Refined the Art of Television (wsj)
  16. Two Chinese Cities Approve Baidu’s Unmanned Self-Driving Taxis (wsj)
  17. Home Sellers Cut Prices as Housing Market Cools (wsj)
  18. Shale Drillers Warn of Higher Costs as They Report Record Profits (wsj)
  19. Why Not to Worry, China Chip Stocks Rally, Week in Review (chinalastnight)
  20. Why Munster Thinks Tesla Is The Biggest Beneficiary Of The Climate Bill (benzinga)
  21. Investors swarm back to corporate bond ETFs (ft)
  22. ‘Bullet Train’ tops charts in opening weekend with $30.1M (foxbusiness)
  23. America’s Chinese Tech Ban Didn’t Stick (nytimes)
  24. Here’s What’s in the Senate’s Tax and Energy Bill (bloomberg)
  25. Winners and Losers in Democrats’ Signature Tax and Energy Bill (bloomberg)
  26. ‘The market bottom is in’: The chief investment strategist of a $1.4 billion firm explains why he’s rotating back into growth stocks — and lays out the 4 high-quality tech stocks that investors should bet on now (businessinsider)
  27. Lyft (LYFT) Surges on Record Earnings, Analysts Praise Improved Operating Efficiencies (streetinsider)

Be in the know. 20 key reads for Sunday…

  1. The Greatest Value Investor You’ve Never Heard Of (macroops)
  2. Can David Zaslav’s new Warner Bros. Discovery deals work? (nypost)
  3. Elon Musk challenges Twitter CEO Parag Agrawal to ‘public debate’ over bots (nypost)
  4. Share Buyback Tax’s Lag Could Spur Rush to Repurchase This Year (bloomberg)
  5. China’s Trade Surplus at Record as Exports Beat Expectations (bloomberg)
  6. Buffett’s Berkshire Pounces on Market Slump to Buy Equities (bloomberg)
  7. China IPO Market Trounces the World With Record $58 Billion Boom (bloomberg)
  8. China Eases Rules for International Covid Flight Suspensions (bloomberg)
  9. Senate Democrats Close In on Passing Climate, Tax Bill (wsj)
  10. “Deteriorating Situation” Shows Rent Growth “Collapsing” In Sunbelt Markets (zerohedge)
  11. Retail’s ‘Dark Side’: As Inventory Piles Up, Liquidation Warehouses Are Busy (nytimes)
  12. ECRI Weekly Leading Index Update (advisorperspectives)
  13. Limited Edition Maserati Grecale SUVs Are Coming To America (maxim)
  14. The Crypto Crash Is Driving Sales Of Rolex Watches On The Secondary Market (maxim)
  15. Chinese companies on the Fortune Global 500 list contribute more revenue than US companies for the first time (technode)
  16. The Secret to Being Lucky (wired)
  17. The Big Business of Burying Carbon (wired)
  18. Everything DARPA’s Been Doing for the Last 20 yrs (gizmodo)
  19. A new way to pay for college (Update) (npr)
  20. Musk says Twitter deal could go forward once user data confirmed (foxbusiness)

Be in the know. 27 key reads for Saturday…

  1. Cooper Standard Reports Second Quarter Results, Reaffirms Full-year Guidance for Adjusted EBITDA (cooperstandard)
  2. Cooper Standard (CPS) rose 69.58% on Friday.  Our Original Cooper Standard Thesis from Fox Business Appearance – June 7, 2022 (Fox Business)
  3. Our Original Cooper Standard Presentation from our June 9, 2022 VideoCast (HedgeFundTips)
  4. Cooper Standard Q2 Presentation Deck (cooperstandard)
  5. Cooper Standard Q2 Earnings WebCast (cooperstandard)
  6. Pfizer in Advanced Talks to Buy Global Blood Therapeutics (wsj)
  7. GE Stock Is a Buy as Breakup Looms (barrons)
  8. Gas prices are falling. So is interest in electric cars (cnn)
  9. Advertising Is Still Going Strong. Apple Wants In. (barrons)
  10. Rocket CEO Jay Farner Bought Shares Before Earnings Miss (barrons)
  11. Alibaba earnings highlight ‘attractive turnaround story,’ though stock gives back gains. Latest results brought a ‘needed surprise’ and other positives, say analysts (marketwatch)
  12. QT will represent the equivalent of at least a half-point rate hike, and probably closer to a full-point increase. (barrons)
  13. Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up. (barrons)
  14. Wireless Is Undergoing a Growth Surge That Will Fuel the Big Telecoms (barrons)
  15. Rocket CEO Jay Farner Bought Shares Before Earnings Miss (barrons)
  16. The economy took 2½ years to recoup the 22 million jobs lost (wsj)
  17. Elon Musk predicts Tesla’s robotaxi will be like Uber, Airbnb combined (nypost)
  18. US Consumer Borrowing Jumps by More Than $40 Billion, Second-Most Ever (bloomberg)
  19. Tiger Cubs Stung by Rout Dumped Stocks, Then Missed Rally (bloomberg)
  20. Schumer says Sinema left ‘no choice’ but to cut carried interest from key bill (cnbc)
  21. What Is It About Friendships That Is So Powerful? (nytimes)
  22. Opinion: Step aside, FAANMGs. This new crop of tech companies are the ones to watch for the next decade. (marketwatch)
  23. Study Suggests That Pill Can Cut Hereditary Cancer Risk by 60 Percent (futurism)
  24. Changing World Order with Ray Dalio and Tony Robbins (Tony Robbins)
  25. Investing The Warren Buffett Way: EPS Screening (forbes)
  26. Why Is Taiwan Semiconductor’s Stock So Cheap? (morningstar)
  27. 10 Stocks for a Recession (morningstar)

Be in the know. 15 key reads for Friday…

  1. Musk Sees Inflation Easing, Citing Tesla’s Costs Coming Down (bloomberg)
  2. The Bull Market in Biotech (barrons)
  3. Kyrsten Sinema Wins Tax Changes to Democrats’ Climate Bill (wsj)
  4. GE’s Looming Breakup Means It’s Time to Buy the Stock (barrons)
  5. Meta’s first-ever corporate bond deal sees $30 billion in demand despite Zuckerberg’s gloomy warning (marketwatch)
  6. Expedia Stock Jumps on Solid Earnings. People Are Traveling. (barrons)
  7. New Buyback Tax Will Force Companies to Think Twice on How to Use Cash (barrons)
  8. Almost Half of Mortgaged Homes in US Now Considered Equity-Rich (bloomberg)
  9. Million-Dollar Ferraris, Lambos to Defy Bear Market at Pebble Beach (bloomberg)
  10. New Weight-Loss Drugs Can Fatten Drugmakers’ Profits (wsj)
  11. Alibaba-backed AI Speech moves forward with Star Market listing plan, aiming to raise US$1.5 billion in Shanghai IPO (scmp)
  12. Alibaba-backed AI Speech moves forward with Star Market listing plan, aiming to raise US$1.5 billion in Shanghai IPO (scmp)
  13. Jobs shocker: U.S. adds 528,000 jobs in July and unemployment falls to pre-pandemic levels (marketwatch)
  14. Speculators Exit Agricultural Markets, Intensifying Crop Selloff (wsj)
  15. ‘Bullet Train’ Review: Brad Pitt’s Rowdy Ride (wsj)

Be in the know. 21 key reads for Thursday…

  1. Alibaba stock shoots higher after company beats on earnings, says business improved in June (marketwatch)
  2. 80% of new IRS revenue will come from small businesses earning under $200K: tax experts (nypost)
  3. SoftBank raises $22bn in moves to sell down Alibaba stake (ft)
  4. Tiger Global blames inflation after 50% drop in flagship hedge fund (ft)
  5. Big Tech Is the West’s Surprise Weapon in Competition With Russia, China (wsj)
  6. Russia Claims Capture of Donbas Position Long Held by Ukrainian Forces (wsj)
  7. Iran Nuclear Negotiators to Meet in Last-Ditch Effort to Revive Deal (wsj)
  8. Phone Hacks to Get You Out of Customer-Service Hold (wsj)
  9. Michael Saylor Bet Billions on Bitcoin and Lost (wsj)
  10. Alnylam Shares Soar as Drug Trial for Heart Disease Delivers Positive Results (wsj)
  11. MMA fighter springs into action to take down NYC assault suspect (nypost)
  12. Sinema Stalls Revamped Reconciliation Bill, Demands Several Changes (zerohedge)
  13. Goldman, Bernstein Strategists Say Stock Rally Set to Fade (bloomberg)
  14. Lamborghini CEO on Going All Electric: ‘We Don’t Need to Decide Now’ (bloomberg)
  15. Facebook parent Meta is looking to potentially tap the bond market for the first time ever (businessinsider)
  16. The Federal Reserve is playing with fire as recession risk rises, says the top strategist at JPMorgan Asset Management. Here are 4 ways investors can protect their money. (businessinsider)
  17. Alibaba Sales Better Than Feared in Defiance of Economic Turmoil (yahoo)
  18. Alibaba appoints two independent directors as it seeks Hong Kong primary listing (scmp)
  19. Why the U.S. stock rally looks more like a new bull market than a bear bounce to these analysts (marketwatch)
  20. WTI Oil Falls Below $90 for First Time Since Ukraine Invasion (bloomberg)
  21. Jack Ma’s Ant Sees Profit Fall 17% After Regulatory Setback (bloomberg)