Be in the know. 20 key reads for Tuesday…

  1. BofA Survey Shows Full Investor Capitulation Amid Pessimism (bloomberg)
  2. Shanghai bourse to name market makers for tech stocks in boost for liquidity (scmp)
  3. Citigroup sees another 20 per cent upside in Chinese stocks this year on spending stimulus (scmp)
  4. Rich Chinese Worth $48 Billion Want to Leave — But Will Xi Let Them? (bloomberg)
  5. Chinese Regulator to Fine Didi More Than $1 Billion Over Data-Security Breaches. Move ends yearlong investigation and will free firm to pursue a second listing in Hong Kong (wsj)
  6. Boeing Nears 787 Dreamliner Order With Aircraft Lessor (wsj)
  7. Why There’s a Chance the Stock Market Has Hit Bottom (barrons)
  8. How to Explain the Metaverse, According to Its Biggest Booster (barrons)
  9. Natural-Gas Stocks Are Beating Oil Names. Here’s Why. (barrons)
  10. Netflix Is Serious About Cracking Down on Password Sharing. It’s Trying Out a New Test. (barrons)
  11. Full capitulation: Fund managers have never been this pessimistic on growth or profits (marketwatch)
  12. ‘Hot inflation is over.’ Here’s what that means for investors, says portfolio manager. (marketwatch)
  13. Senate Votes on Semiconductor Bill Today. What It Means for Intel and Other Chip Stocks. (barrons)
  14. No Deals, No Problem on Wall Street (wsj)
  15. Barclays bankers kvetch over ‘skimpy’ bonuses, say their morale is ‘killed’ (nypost)
  16. Apple reportedly to slow hiring, spending in some divisions next year (nypost)
  17. Valuable wheat stuck in Ukraine may soon be on a ship (foxbusiness)
  18. Euro Surges On Report ECB Looking “Closely” At 50bps Rate Hike As Lagarde Rushes To Complete “Italian Bond Purchase” Mechanism (zerohedge)
  19. The Big Read. European economy: Lagarde wrestles with an ‘impossible situation’ (ft)
  20. Incyte gets FDA approval for a new vitiligo treatment (marketwatch)

Be in the know. 30 key reads for Monday…

  1. Auto Stocks Are Down. They Could Be a Great Recession-Recovery Play. (barrons)
  2. China Central Bank Governor Pledges Stronger Support to Economy (blooberg)
  3. GOLDMAN SACHS: Buy these 21 low-downside stocks because history shows their profits will hold up during a potential recession (businessinsider)
  4. Supply Chains Inching Back to Normal Brace for Headwinds of Softer Demand (bloomberg)
  5. Brussels urges EU to turn down heat to resist Russian gas curbs (ft)
  6. Finding Opportunity in the Tech Wreck—Especially in China (barrons)
  7. Cameron Smith Overtakes Rory McIlroy to Win the 150th British Open (nytimes)
  8. Boeing Stock Rises as Delta Orders 100 Boeing MAX 10 Jets (barrons)
  9. What Tech Earnings Will Tell Us About a Second-Half Recession (barrons)
  10. Here’s why the 60/40 model suddenly has life again (marketwatch)
  11. Don’t fear the bear. It gives you chances to pick winning stocks and beat the market. (marketwatch)
  12. Fed officials signal 75-basis-point rate hike likely at upcoming meeting (marketwatch)
  13. Delta Selloff Has Gone a ‘Little Too Far,’ Analyst Says. The Stock Could Rally Soon. (barrons)
  14. Europe Fears Widespread Economic Fallout if Russian Gas Outage Drags On (wsj)
  15. China orders banks to open the credit taps to help developers deliver (scmp)
  16. The Big Read. Europe’s defence sector: will war in Ukraine transform its fortunes? (ft)
  17. Russian gas cuts threaten to shutter Germany industry (ft)
  18. Royal Caribbean to buy Endeavor cruise ship at ‘significantly below’ construction cost (yahoo)
  19. With Bearish Sentiment Off The Charts, $5.5 Billion In Daily Stock Buybacks Set To Flood Markets (zerohedge)
  20. China Adds Liquidity for First Time Since June (bloomberg)
  21. The Andy Jassy Way at Amazon (nytimes)
  22. Chip Investment Decisions Await Congressional Action on $52 Billion Funding Bill (wsj)
  23. China Tries to Jump-Start Its ETF Market With Foreign Money (wsj)
  24. Is a recession improbable or inevitable? JPMorgan, Goldman Sachs, and 10 other top investing firms reveal their predictions for the economy for the rest of 2022 (businessinsider)
  25. BofA’s Loan Revenue Rises as Rates Increase; Costs Climb (bloomberg)
  26. Did Buffett and Munger See BYD’s One Problem? (bloomberg)
  27. Russian gas holds the keys to the euro as the energy crisis weighs on Europe’s economy and currency (businessinsider)
  28. The Fed’s escalating inflation fight is taking the last bit of air out of meme-stock-style speculation, trading expert says (businessinsider)
  29. It’s a matter of ‘when and not if’ Europe gets hit by power crunch as Russia chokes off energy supplies, Rystad Energy says (businessinsider)
  30. Ford unveils new F-150 Raptor R pickup with 700 horsepower (cnbc)

Be in the know. 15 key reads for Sunday…

  1. After Biden Rehabs MbS’ Image, Saudis Announce Increase In Oil Production Capacity (zerohedge)
  2. Crown Prince MBS hints at increasing Saudi oil production (nypost)
  3. Shanghai Reports 26 New Covid Cases, Number of Risky Areas Falls (bloomberg)
  4. Manchin in Driver’s Seat Again After Inflation Fears Vindicated (bloomberg)
  5. British Open Latest: Day of Low Scoring at Sunny St. Andrews (bloomberg)
  6. First Drive: McLaren’s Agile New Hybrid, the 671 HP Artura, Feels Like the Marque’s First Daily Driver (robbreport)
  7. The Old Course at St. Andrews Is Much More Than the Home of Golf (mensjournal)
  8. TSMC’s revenue increases 43.5% to $18.2 billion in 2022 Q2 (technode)
  9. China issued 67 new gaming licenses for July, including one from ByteDance (technode)
  10. Shanghai wants top companies to explore NFT trading platforms (technode)
  11. Celebrate Ferrari’s 75th Anniversary With Their Most Iconic Cars (maxim)
  12. Ferrari’s 75th Anniversary: Meet The Daytona SP3 Halo Hypercar (maxim)
  13. Why Biden’s Broadband Agenda Is at a Do-or-Die Moment (cnet)
  14. From Earth to the cosmos, indicators of the week (npr)
  15. Why Sriracha Is Everybody’s Favorite Hot Sauce (howstuffworks)

Be in the know. 12 key reads for Saturday…

  1. Stock Investors Have Rarely Been This Bearish (wsj)
  2. Amazon’s Earnings Outlook Could Be Better Than Feared, Analyst Says (barrons)
  3. What to Buy Right Now: 42 Picks From Barron’s Roundtable Pros (barrons)
  4. Fears About Tech May Be Peaking. These Cheap Stocks Look Attractive. (barrons)
  5. Jeremy Siegel on Why Today’s Inflation Is Different From the 1970s (barrons)
  6. Don’t Buy the Hype. The Fed Is Unlikely to Do a Full-Point Rate Hike. (barrons)
  7. Ex-Disney boss Iger regrets tapping Bob Chapek as CEO: report (nypost)
  8. Biden expects Saudi Arabia to take ‘further steps’ to boost oil supply (ft)
  9. US inflation expectations survey eases fears of 1% rate rise from Fed (ft)
  10. Wheat Falls to Pre-War Low With Food Shipments Surging in Crimea (bloomberg)
  11. 2022 British Open: Five things we learned in Friday’s second round at St. Andrews (usatoday)
  12. Here’s why Britain’s Warren Buffett is sticking with Facebook’s parent and other beaten-down techs (marketwatch)