Be in the know. 14 key reads for Monday…

  1. Temu parent PDD’s stock tumbles after a revenue miss as competition intensified (marketwatch)
  2. Alibaba Shareholders Approve Dual Primary Listing, Paving The Way For September Southbound Inclusion (chinalastnight)
  3. The inside story of the secret backchannel between the US and China (ft)
  4. How Banks Offload Risk From Their Balance Sheets (bloomberg)
  5. Mortgage rate relief is coming (scottgrannis)
  6. To Google or Not to Google? (ps)
  7. Frank Lloyd Wright’s Only Skyscraper Is Heading to Auction (smithsonian)
  8. “Black Myth: Wukong” Sparks Video Gaming Surge and Tourism Bookings in China (alizila)
  9. Milton Friedman’s Shower Scene Is Back (bloomberg)
  10. Why dividend stocks should be a hot play into fall (cnbc)
  11. Hilton aims to add 100 new China hotels a year (scmp)
  12. Nvidia Earnings Are Coming. Big Tech Needs Them to Be Good. (barrons)
  13. China’s AI Engineers Are Secretly Accessing Banned Nvidia Chips (wsj)
  14. Intel hiring Morgan Stanley, other advisors for activist defense (cnbc)

Be in the know. 15 key reads for Sunday…

  1. The Big Number: 818,000 (nytimes)
  2. Ban on Doctor-Owned Hospitals Has Backfired: Opinion (bloomberg)
  3. US Natural Gas Is America’s Clean Energy Standard (zerohedge)
  4. The End of Fabulous Money Market Rates Is Near (nytimes)
  5. Hedge funds are consciously uncoupling from the Mag7 (ft)
  6. Inflation Usually Hits Harder for Poor Families. For a Couple of Years, It Didn’t. (wsj)
  7. Lululemon ‘Dupes’ Are Just as Cool With the TikTok Crowd (wsj)
  8. Legendary Investor Bill Miller (forbes)
  9. Investors rush to money market funds before Fed rate cut, BofA says (reuters)
  10. PayPal partners with crypto platform Anchorage Digital to offer stablecoin rewards (fortune)
  11. Here’s What the Old Farmer’s Almanac Says to Expect for Winter 2025 (mensjournal)
  12. Nelly Korda Proves She Is Not Simply a “Dome Golfer” (mensjournal)
  13. Hennessey Performance Unveils ‘Stealth Series’ Carbon Fiber Hypercar (maxim)
  14. Junk Bond Maturity Wall Erodes as Money Managers Seek Yield (bloomberg)
  15. Key Takeaways From the Fed’s Annual Jackson Hole Conference (bloomberg)

Be in the know. 14 key reads for Saturday…

  1. Fed’s Powell Declares ‘Time Has Come’ for Rate Cuts (wsj)
  2. Why Disney+ Has Succeeded While Other Netflix Rivals Struggle (vulture)
  3. Powell: It’s Time for a Rate Cut. Inflation, Jobs Are in Good Shape. (barrons)
  4. 10 Best Dividend Aristocrats to Buy Now (morningstar)
  5. Nvidia Earnings Are Coming. Big Tech Needs Them to Be Good. (barrons)
  6. Temu has thrived in the U.S. but is now finding it more difficult to continue that success in a country where shoppers are more accustomed to higher-quality goods. (barrons)
  7. Google Is Vulnerable in AI Race. This Could Help Change That. (barrons)
  8. Buy Roku Stock. ‘Enthusiasm’ for Its Story Could Grow. (barrons)
  9. At Jackson Hole, Powell Hopes the Fed Hasn’t Waited Too Long to Cut Rates (barrons)
  10. How Costco Hacked the American Shopping Psyche (nytimes)
  11. Long Win Streaks Happen in Bull Markets (carsongroup)
  12. Bank of Japan governor warns global markets are ‘unstable’ (ft)
  13. The 17 Top New York City Restaurant Tables to Book This Fall (bloomberg)
  14. Intel has hired Morgan Stanley, other advisers for activist defense (cnbc)