Be in the know. 17 key reads for Tuesday…

  1. Alibaba Cloud: Paris 2024 Olympics’ Cloud Broadcast Surpasses Satellite Broadcasts (aastocks)
  2. Alibaba’s Lazada posts first monthly profit as Southeast Asia rivalry heats up (scmp)
  3. There’s a hidden risk lurking for AI stocks in 2025 (businessinsider)
  4. Ratings & TPs on BABA-SW (Table) (aastocks)
  5. How China stocks could break out of the value trap (marketwatch)
  6. Starbucks Ousts CEO, Taps Chipotle’s Niccol as Boss (bloomberg)
  7. Producer Inflation Comes in Weak. How Fed Might Respond. (barrons)
  8. Throughout History, Measuring Inflation Has Always Been Controversial (barrons)
  9. Treasury yields turn lower after mild rise in U.S. July producer prices (marketwatch)
  10. Real-estate stocks are bouncing back. Is the commercial property rout over? (marketwatch)
  11. 5 Big Takeaways From This Earnings Season (wsj)
  12. China Goes to New Extreme in Crackdown on Bond-Market Frenzy (bloomberg)
  13. US Small-Business Optimism Climbs to Highest Since February 2022 (bloomberg)
  14. NYC’s Aging Midtown Buildings Lure Property Mogul Larry Silverstein (bloomberg)
  15. The big ‘carry trade’ unwind is far from over, strategists warn (cnbc)
  16. Baxter to sell its kidney-care business in a $3.8 billion deal to Carlyle Group (marketwatch)
  17. How the stock market can predict the outcome of the presidential election (businessinsider)

Be in the know. 18 key reads for Monday…

  1. Down 54%, Is It Time to Buy the Dip on This Growth Stock? (fool)
  2. Disney Details Vast Theme Park Expansion Projects (nytimes)
  3. What are the biggest stock market baggers of all time? (ft)
  4. KE Holdings Beats, China “Tech 8” Forms Bullish Pattern (chinalastnight)
  5. Small US Inflation Pickup Won’t Derail a Fed Rate Cut in September (bloomberg)
  6. Disney Plots Villains-Themed Land, New Ships in Big Resorts Push (bloomberg)
  7. Disney Shows ‘Moana 2’ Clip, Says ‘Toy Story 5’ and ‘Incredibles 3’ Coming (bloomberg)
  8. Disney Details Vast Theme Park Expansion Projects (nytimes)
  9. Everything we learned at Disney’s parks panel at the 2024 D23 Expo (cnbc)
  10. Intel Stock May Have Bottomed at Tangible Book Value (barrons)
  11. Medals by Team (bloomberg)
  12. Hedge funds sold Japanese stocks at fastest rate in five years during recent Nikkei crash (marketwatch)
  13. Starbucks Stock Is Rising on Report Another Activist Has Taken a Stake (barrons)
  14. Leveraged funds roll back bets against yen by widest margin in years as carry trade unwinds (marketwatch)
  15. Boomers Buying Houses Had It Bad in the ’80s. Millennials Have It Worse. (wsj)
  16. How Intel AI platforms can help identify untapped athletic talent (cnbc)
  17. Shanghai Disney Resort adding Spider-Man-themed roller-coaster ride to its web of appeal (scmp)
  18. Boeing’s Going, and Its CEO is Already Gone (fool)

Be in the know. 15 key reads for Sunday…

  1. Intel is also now trading below the company’s book value for the first time since at least 1981… Intel’s large role in what is now deemed an industry vital to national security also provides a floor of sorts (wsj)
  2. China Inflation Rate Hits 5-Month Peak (tradingeconomics)
  3. The Newport Mansions: Everything You Need to Know (ad)
  4. Freshippo achieves four months of profitability after major restructuring: report (technode)
  5. Ant Group adds lesser-known AI company MetaSota to its investment portfolio (technode)
  6. Charlie Munger on Patience, Wisdom, and the Power of Changing Your Mind (safal)
  7. The Charlie Munger Manifesto (safal)
  8. How Ferruccio Lamborghini Built the Most Beautiful Car Ever Made (robbreport)
  9. Non-heavyweight down products make up nearly half of Canada Goose’s revenue (fortune)
  10. Sahm alternative measures (ft)
  11. The 10 Most Expensive Cars (by Estimate) Heading to Auction at Monterey Car Week (rt)
  12. Philippe Petit Marks the 50th Anniversary of His World Trade Center Walk With a New High Wire Act (smithsonianmag)
  13. New Banksy Murals Appeared in London Every Day This Week. What Do They Mean? (smithsonian)
  14. She wrote down the perfect quote. Now she’s leading the Olympics (golf)
  15. Hedge Funds Most Bearish on Commodities Since at Least 2011 (bloomberg)