Be in the know. 30 key reads for Tuesday…

  1. Alibaba, Ant executives end partnership as fintech unit seeks IPO greenlight (scmp)
  2. Alibaba Chairman and CEO’s Letter to Shareholders (alibabagroup)
  3. Alibaba seeks Hong Kong primary listing for Stock Connect access (scmp)
  4. Is the dollar about to take a turn? (ft)
  5. Odds of an economic recession are rising, but the stock market has already priced it in and found its bottom, JPMorgan says (businessinsider)
  6. Stocks have already bottomed, according to a veteran strategist who nailed bear market forecasts in 1982 and 2009 (businessinsider)
  7. Walmart warns of lower profit due to food, gas inflation (nypost)
  8. Is Recession Staring Us Down? Already Upon Us? Here’s Why It’s Hard to Say. (nytimes)
  9. GE posts higher earnings on recovery in aviation industry (cnbc)
  10. Alphabet Kicks Off Big Tech Earnings. It’s a Key Test. (barrons)
  11. It’s Microsoft Earnings Day. Focus on the Outlook. (barrons)
  12. Alibaba Stock Jumps as It Seeks Primary Listing in Hong Kong (barrons)
  13. Alibaba to seek primary listing in Hong Kong, in addition to to NYSE
  14. Texas Instruments Results Are Today. What to Expect. (barrons)
  15. A 3-Day Tech Earnings Deluge Begins. Here Are the Key Issues to Track. (barrons)
  16. 3M Stock Is Rising. Its Earnings Report Held a Ton of News. (barrons)
  17. Biogen’s ALS Drug Will Get FDA Review. It’s a Long Shot for the Stock. (barrons)
  18. Alphabet Kicks Off Big Tech Earnings. It’s a Key Test for the Stock Market. (barrons)
  19. Walmart Cuts Profit Outlook as It Lowers Prices to Move Goods (wsj)
  20. Coca-Cola Raises Guidance With Consumers Still Willing to Pay More (bloomberg)
  21. Billionaire Wharton Dropout Peltz Warns Big Tech Dominance Over (bloomberg)
  22. Home price growth slowed for the second straight month in May, S&P Case-Shiller says (cnbc)
  23. IMF slashes global GDP forecast as economic outlook grows ‘gloomy and more uncertain’ (cnbc)
  24. Seagen shares positive data for bladder cancer drug (marketwatch)
  25. These 20 stocks still have at least 48% upside, analysts say, despite the S&P 500’s 8% gain from its lows (marketwatch)
  26. Opinion: We’re probably in the early stages of a new bull market. Nervous? Start with these 5 ‘moat’ stocks (marketwatch)
  27. What Wall Street is saying about Alphabet ahead of earnings (thefly)
  28. Conference Board Confidence Tumbles As ‘Hope’ Hits 9-Year-Low (zerohedge)
  29. New Home Sales Plunged In June As Pulte Admits Order Cancellations Are Soaring (zerohedge)
  30. Beijing plans three-tier data strategy to avoid US delistings (ft)

Be in the know. 18 key reads for Monday…

  1. Hong Kong companies push stock buy-backs to decade-high amid price slump (scmp)
  2. Investors Bet Fed Will Need to Cut Rates Next Year (wsj)
  3. Beijing plans strategy to avoid US market delistings: report (foxbusiness)
  4. China regulator denies report on data strategy to avoid U.S. delistings (reuters)
  5. Citi’s Contrarian View on China: ‘Economy Is Turning the Corner’ (bloomberg)
  6. Morgan Stanley Sees More Fed Hikes While JPMorgan Expects Pivot (bloomberg)
  7. Intel to Help Make Chips for Taiwan’s MediaTek (barrons)
  8. Weak Earnings Reports Aren’t Fazing Investors After Brutal Year for Stocks (wsj)
  9. Inside Saudi Arabia’s Plan to Build a Skyscraper That Stretches for 75 Miles (wsj)
  10. Rich Americans Keep Borrowing, Defying Economic Gloom (wsj)
  11. China Bets Big on Basic Chips in Self-Sufficiency Push (wsj)
  12. Ferrari 410 Sport Spider Leads RM Sotheby Pebble Beach Auction (barrons)
  13. Why Big Tech Is Making a Big Play for Live Sports (nytimes)
  14. China’s Choice: Covid Zero or Xi’s Three Red Lines (bloomberg)
  15. BofA’s Suttmeier Sees Stronger Longer-term S&P 500 Returns After NYSE 90% Up Day (streetinsider)
  16. Strong dollar wipes billions off US corporate earnings (ft)
  17. Investors bet on redemption for China’s godfather of education (ft)
  18. Developers’ shares rise on news of China’s US$12 billion bailout fund (scmp)

Be in the know. 20 key reads for Sunday…

  1. Wait, La Guardia Is Nice Now? Inside New York’s $25 Billion Airport Overhaul (nytimes)
  2. Macron Tells Iran’s Raisi That a Nuclear Deal Remains Possible (bloomberg)
  3. The World’s 50 Best Restaurants 2022 Revealed (forbes)
  4. Bond Traders Regaining Faith That Fed Can Slay Inflation Dragon (bloomberg)
  5. The Jewish Deli: An American Tale Told in Pickles and Pastrami (nytimes)
  6. Amazon Wants to Be Your Doctor, Too (nytimes)
  7. Major Cruise Line Drops Vaccine Requirement From U.S. Ports (thestreet)
  8. Goldman Makes Morningstar Undervalued Stocks List (thestreet)
  9. The European Grand Tour Returns With Iconic Rail Journeys Aboard VSOE (forbes)
  10. Meet the American who invented Buffalo wings and disrupted the entire chicken industry (nypost)
  11. Rolls-Royce and Hyundai Are Teaming Up to Build Electric Engines for Airplanes and VTOLs (robbreport)
  12. Boat of the Week: Why the Classic Riva Aquarama Is Still the the Most Beautiful Runabout Ever Made (robbreport)
  13. These 8 Real Structures Inspired the Castles in Disney Films (architecturaldigest)
  14. A timeline of Didi and its year-long cybersecurity investigation (technode)
  15. Netflix starts linking iPhone and iPad users to an external sign-up page (theverge)
  16. The alchemy behind falling metal prices (npr)
  17. Jason Calacanis On the Expensive Lesson Coming to Silicon Valley (bloomberg)
  18. Maserati Is Building a Track-Only MC20 With 740 HP (roadandtrack)
  19. Cam Smith shows you how to hit a perfect spinny chip — in 14 seconds (golf)
  20. John Daly Uncensored: An interview with America’s underdog (golfdigest)

Be in the know. 28 key reads for Saturday…

  1. China Reports Fewer Covid Cases as Gansu Outbreak Eases (bloomberg)
  2. Wheat Prices Fall After Russia-Ukraine Deal (wsj)
  3. Biden may scrap choice for Federal Communications Commission (foxbusiness)
  4. Earnings estimates for China, Hong Kong stocks are on the rise (bloomberg)
  5. Expectations ‘very low’ for tech earnings: Market expert (foxbusiness)
  6. Apartment and Warehouse Deals Start to Sputter as Rates Sting (bloomberg)
  7. Ford Secures Batteries to Build 600,000 EVs a Year by 2023 (bloomberg)
  8. Europe’s Diesel Market Slides From Mind-Blowing to Amazing (bloomberg)
  9. Broken Bulls, Big Breadth: Weighing a Case for a Turn in Stocks (bloomberg)
  10. Are Stocks Near a Bottom? (barrons)
  11. Unboxing Amazon: The Case for the Stock to Double, or More (barrons)
  12. It’s a Bear-Market Rally. Whether it Lasts Depends on the Fed. (barrons)
  13. Is the Stock Market Going Up? It Might Depend on the Definition of Recession. (barrons)
  14. Shake Shack Founder Danny Meyer Scooped Up Stock (barrons)
  15. ere are 5 reasons behind the stock market’s recent impressive rally – and why there’s more upside ahead, according to Fundstrat (businessinsider)
  16. Apple’s new car software could be a trojan horse into the automotive industry (cnbc)
  17. We Need to Keep Building Houses, Even if No One Wants to Buy (nytimes)
  18. Is the stock-market bottom in? What the pros say after S&P 500 tests 4,000 (marketwatch)
  19. It’s time to overweight small caps as ‘they’ve come very close to pricing in recession’: RBC Capital (marketwatch)
  20. Opinion: Get in front of these three stock market sectors before they blossom into mainstream darlings (marketwatch)
  21. Opinion: I’ve been building homes for 40 years, and here’s what has to change if the U.S. wants more starter homes (marketwatch)
  22. Amazon: how ecommerce group became the world’s third largest digital advertising player (ft)
  23. Amex shrugs off macro fears with huge earnings beat powered by strong spending (marketwatch)
  24. There Was Never Anything Wrong With Value (institutionalinvestor)
  25. Electricity Is the New Medical Miracle (wsj)
  26. Bloomberg Wealth: Sam Zell (bloomberg)
  27. 8 Newly Undervalued 5-Star Stocks (morningstar)
  28. These Are The World’s Highest-Grossing Companies (zerohedge)