Be in the know. 23 key reads for Wednesday…

  1. China State Media Seeks to Calm Investor Nerves After Stock Rout (Bloomberg)
  2. Boeing (BA) Earnings Beat Marks a Multi Year Inflection to Potential Upside Surprises (Street Insider)
  3. China Convenes Banks in Bid to Restore Calm After Stock Rout (Bloomberg)
  4. China state-owned daily urges calm after market rout (Reuters)
  5. Pfizer Stock Lingers In Breakout Territory After Hiking Its Covid Vaccine Outlook (Investor’s Business Daily)
  6. Boeing Stock Jumps After Surprise Profit. What’s Behind Its ‘Shocking Beat.’ (Barron’s)
  7. Apple Earnings Crushed Expectations. Why the Stock Is Dropping. (Barron’s)
  8. Inflation and a Slowing Economy Will Take Center Stage at This Week’s Fed Meeting (Barron’s)
  9. Could a New CEO Lead to a Stock Split at Amazon? (Barron’s)
  10. Pfizer Covid Vaccine Sales Boom and More to Know From Earnings (Barron’s)
  11. Alphabet Earnings Clear a High Bar (Barron’s)
  12. Durable-Goods Orders Advanced in June as U.S. Economy Continues to Grow (Wall Street Journal)
  13. Microsoft Posts Another Quarter of Record Sales Driven by Cloud Growth (Wall Street Journal)
  14. GE’s Turnaround Rides a Pandemic Rebound (Wall Street Journal)
  15. What to Know About Robinhood’s IPO (Wall Street Journal)
  16. 15 of Italy’s best luxury hotels that are well worth the indulgence (USA Today)
  17. Blinken Sets Humble Tone in Asia as U.S. Aims to Boost Ties (Bloomberg)
  18. Pfizer sells $7.8 billion in Covid shots in second quarter, raises 2021 guidance on vaccine sales (CNBC)
  19. Stock-market investors are ‘staring down the barrel of seasonal weakness for next 3 months’ (MarketWatch)
  20. Here Comes China’s “National Team” To Bailout Markets (ZeroHedge)
  21. Raytheon (RTX) Gains on Beat-and-Raise, CEO Says Next War Will Be Fought in Cyber Space and Then Outer Space (Street Insider)
  22. Mortgage refis spike as 15-year fixed rate hits lowest since 1990 (Fox Business)
  23. Billionaire investor David Einhorn says inflation isn’t going away – and expects rising prices to boost his stock portfolio (Business Insider)

Be in the know. 20 key reads for Tuesday…

  1. GE’s Earnings Were Strong. It Could Push the Stock Out of the Doldrums. (Barron’s)
  2. China’s Crackdowns Have Been Swift. Which Stocks Could Be Hit Next Is Anyone’s Guess. (Barron’s)
  3. 8 Delta Variant-Busting European Stocks That Analysts Love (Barron’s)
  4. 6 Big Energy Stocks That Offer Yield (Barron’s)
  5. Intel Lays Out Chip Manufacturing Plans Through 2025 (Barron’s)
  6. 5 Oil Stocks That Come Into Earnings With a Lot to Prove (Barron’s)
  7. A Key Gauge of Future Inflation Is Easing (Wall Street Journal)
  8. S. Population Growth, an Economic Driver, Grinds to a Halt (Wall Street Journal)
  9. Chinese Education Stocks in U.S. Rebound After Sharp Selloff (Bloomberg)
  10. GE lifts full-year free cash flow target on recovery hopes (CNBC)
  11. S., China Leave Room to Talk After Contentious Meetings (Bloomberg)
  12. Investors Aren’t Playing Defense, but the Military Splurge Isn’t Over (Wall Street Journal)
  13. Raytheon stock rallies after profit, revenue and FCF beats and raised outlook (MarketWatch)
  14. Krispy Kreme (DNUT) New Research Coverage Mostly Positive as Analyst Says the Best is Yet to Come (Street Insider)
  15. S&P 500 Dividend Yield Lowest in 20 Years: 5 Blue Chips to Buy Now With Huge Dividends (24/7 Wall Street)
  16. These beat up stocks are poised for a big rally: Goldman Sachs (Yahoo! Finance)
  17. Psst! Paul Glazer Is the True King of SPACs. (And He Would Prefer You Didn’t Know That). (Institutional Investor)
  18. Chinese tech stocks sink as regulation fears hit Tencent (Financial Times)
  19. Campbell’s Soup Redesigns Iconic Labels, Launches NFT Collection: What Investors Should Know (Benzinga)
  20. Home prices broke records in May, according to S&P Case-Shiller (CNBC)

Be in the know. 15 key reads for Monday…

  1. China’s Digital Yuan Puts Ant and Tencent in an Awkward Spot (Wall Street Journal)
  2. Retailers Have Back-to-School in the Bag (Wall Street Journal)
  3. What’s Holding Back China’s Recovery? The Kids Aren’t Alright (Wall Street Journal)
  4. Hedge Fund CIO Explains When To Take A Profit (ZeroHedge)
  5. China blames US for ‘stalemate’ in relationship during tense meeting (FoxBusiness)
  6. China’s education sector crackdown hits foreign investors (Financial Times)
  7. US shale dealmaking wave is transforming the industry (Financial Times)
  8. Can a new commodities boom revive Brazil? (Financial Times)
  9. SoftBank Vision Fund’s bet on Didi falls $4bn into the red (Financial Times)
  10. Second quarter earnings are all about 2019: Morning Brief (Yahoo! Finance)
  11. China Unloads Grievances in U.S. Talks, Says Ties in ‘Stalemate’ (Bloomberg)
  12. FICO Score’s Hold on the Credit Market Is Slipping (Wall Street Journal)
  13. Here’s a Leveraged Way to Play Tripadvisor at a Discount (Barron’s)
  14. U.S. Set to Push Global Economy Over the Recovery Line (Wall Street Journal)
  15. China’s Tech Regulator Orders Companies to Fix Anticompetitive, Security Issues (Wall Street Journal)

Be in the know. 11 key reads for Monday…

  1. Charlie Munger – Daily Journal Corp. (Portfolio Update) (dataroma)
  2. 10 Best Dividend Aristocrats to Buy According to Hedge Funds (Insider Monkey)
  3. S., China Head Into First Talks in Months Still Trading Blows (Bloomberg)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. S. Swimmers Win Six Medals in Their Best Olympic Start Ever (Wall Street Journal)
  6. As moratoriums lift, will America face a wave of foreclosures and evictions? (Economist)
  7. Caeleb Dressel Isn’t Just The Next Michael Phelps. He Might Be Even Better. (fivethirtyeight)
  8. 100+ Years of Olympic Opening Ceremony Highlights (Town & Country)
  9. Fed’s MBS Buying High on Agenda as Officials Begin Taper Talk (Bloomberg)
  10. Traders Seek Growth in Emerging Markets as Recovery Angst Builds (Bloomberg)
  11. Big tech companies retake market reins with earnings on tap (Reuters)