Be in the know. 15 key reads for Tuesday…

  1. JPMorgan’s Kolanovic pinpoints the moment to start investing in this ravaged asset class again (MarketWatch)
  2. Alibaba tops profit expectations, boosts buyback program (MarketWatch)
  3. Wall Street Is Underestimating the Economic Recovery (Bloomberg)
  4. SVP Doubles Down With $5 Billion to Hunt for Troubled Assets (Bloomberg)
  5. Investors have misconstrued China’s crackdown as anti-capitalist, Ray Dalio says (CNBC)
  6. Simone Biles bounces back, wins bronze on balance beam (CNBC)
  7. Why This Longtime Asia Investor Thinks the Reaction to China’s Crackdown Is Overblown (Barron’s)
  8. Travelers Are Starting to Shift Back to Booking Hotels, Trivago Says (Barron’s)
  9. Aerospace Deal Points to a Brighter Future for Sector (Barron’s)
  10. Ray Dalio says Chinese stocks still ‘important part’ of a portfolio after crackdown (MarketWatch)
  11. Opinion: You may not believe it, but August actually is a great time to be in stocks (MarketWatch)
  12. BP boosts payouts after profit jump, transition on track (Fox Business)
  13. Old-School Contrarians Say Stock Sentiment Getting Out of Hand (Bloomberg)
  14. ConocoPhillips Beats Estimates, Posts Highest Profit Since 2018 (Bloomberg)
  15. Utilities Eye Mini Nuclear Reactors as Climate Concerns Grow (Wall Street Journal)

Be in the know. 15 key reads for Monday…

  1. Why Vaccine Makers Could Benefit From Mandates (Barron’s)
  2. Chinese Stocks Jump as Beijing Signals More Economic Support (Bloomberg)
  3. Pfizer and Moderna ramp up EU Covid vaccine prices (Financial Times)
  4. Proxy Season Is Winding Down, but Activist Opportunities Still Abound (Barron’s)
  5. Li Auto Posts Huge Deliveries. Good News for EVs as Chip Shortage Abates. (Barron’s)
  6. The Cost of Becoming an Olympic Swimmer for Team USA (Wall Street Journal)
  7. Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal (Wall Street Journal)
  8. Eviction Ban’s Expiration Leaves Renters in South Appearing Most Vulnerable (Wall Street Journal)
  9. Tide of U.S. Debt Set to Recede, Countering Effect of Fed Taper (Bloomberg)
  10. Nuclear Power Could Get Lifeline in Senate Infrastructure Bill (Bloomberg)
  11. FDA Under Pressure to Grant Full Approval to Covid-19 Vaccines (Wall Street Journal)
  12. Senate unveils $1 trillion bipartisan infrastructure bill, vote expected within days (MarketWatch)
  13. Ray Dalio says Chinese stocks still ‘important part’ of a portfolio after crackdown (MarketWatch)
  14. ‘A great time to buy,’ says one Wall Street analyst as Amazon shares tumble on disappointment (MarketWatch)
  15. Brazil manufacturing PMI rises to 5-month high in July, IHS Markit says (Reuters)

Be in the know. 10 key reads for Sunday…

  1. Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio – Bridgewater)
  2. Modern 4-Year Cycle Theory Approaching Near Term High (Almanac Trader)
  3. China securities watchdog seeks closer cooperation with U.S. (Reuters)
  4. ECRI Weekly Leading Index Update (advisorperspectives)
  5. Land Rover Launches Limited Edition Defender ‘Trophy Edition’ for Endurance Racing (Maxim)
  6. China’s Smartphone Market Dropped 10% in 2Q21 Under Soft Demand and Lack of Flagship Availability, IDC Reports (IDC)
  7. Three Reasons for the Housing Shortage (NPR Planet Money)
  8. The 2022 COPO Camaro Will Get GM’s Largest V-8 Yet (Road and Track)
  9. Episode 21-30 The CRISPR Babies (TechNation)
  10. How Bad Is America’s Infrastructure, Really? (howstuffworks)

Be in the know. 25 key reads for Saturday…

  1. The real Wendy Rhodes from “Billions” Denise Shull (video) (YouTube)
  2. Alibaba stock has taken a hit from China crackdown, but its earnings could be a different story (MarketWatch)
  3. Covid Has Boosted the Healthcare Sector. Pfizer Stock Is a Prime Example. (Barron’s)
  4. The Labor Shortage Is Worse Than It Looks, and Help Is Not on the Way (Barron’s)
  5. Elon Musk Sides With ‘Fortnite’-Maker Epic in Battle Over Apple App Store Fees (Wall Street Journal)
  6. Intel’s New CEO Vows to Move Faster. Will It Help the Stock? (Barron’s)
  7. Buy Glaxo Stock Because Its Turnaround Could Be Accelerated (Barron’s)
  8. It’s Open Season on Closed-End Fund Activists. How Fund Holders Can Win—and Lose. (Barron’s)
  9. Investors, Beware! Stocks Are Entering the Most Dangerous Stretch of the Year (Barron’s)
  10. World Economy Caps Extraordinary Return From Covid-19 Collapse (Wall Street Journal)
  11. Fed’s Brainard Says Labor Market Hasn’t Satisfied Goals for Reducing Bond Purchases (Wall Street Journal)
  12. Katie Ledecky says she’ll be back for 2024 Olympics (New York Post)
  13. China moves to reassure global investors who have been drawn to country’s strong growth, booming tech industry (Wall Street Journal)
  14. Elon Musk’s Trip Through Hell: Inside the 2018 Scramble to Avoid the Collapse of Tesla (Wall Street Journal)
  15. China’s Key Factory Gauge Slips as Economic Recovery Eases (Bloomberg)
  16. Hedge Funds Are Plowing Money Into Commodities Once Again (Bloomberg)
  17. From Miners to Big Oil, the Great Commodity Cash Machine Is Back (Bloomberg)
  18. F1 Season on Fire With Lewis Hamilton Vs Max Verstappen (Bloomberg)
  19. How Ron Popeil Rode Reagan’s Deregulatory Revolution (Bloomberg)
  20. China Targets Costly Tutoring Classes. Parents Want to Save Them. (New York Times)
  21. Tiny Neuralink Rival Wins Race for Approval To Test Brain Implant in Humans (Futurism)
  22. 19 Elite Small-Caps on Sale (Morningstar)
  23. Druckenmiller Warns Of ‘Dire Consequences’ Of More Government Spending (YouTube)
  24. How dividends protect income from inflation (DGI)
  25. Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World (Bloomberg)