Be in the know. 11 key reads for Monday…

  1. China cuts key lending rates to support growth (reuters)
  2. Starboard reportedly takes big stake in Tylenol maker Kenvue (marketwatch)
  3. Boeing and union reach tentative wage deal to end strike (marketwatch)
  4. Potential Cigna buyout of Humana is a ‘when,’ not an ‘if,’ analyst says (marketwatch)
  5. How Susquehanna’s Jeff Yass mastered the options game (ft)
  6. The U.S. continues to surprise to the upside, says Ed Yardeni (cnbc)
  7. Disney to Name Bob Iger’s Successor in Early 2026 (wsj)
  8. Investors Prepare for Bumper Earnings Week (wsj)
  9. Crises at Boeing and Intel Are a National Emergency (wsj)
  10. Why Chinese Are Rushing Into a ‘Casino’ Stock Market (nytimes)
  11. Insiders Are Selling Into the Great Bull Market of 2024 (bloomberg)

Be in the know. 20 key reads for Sunday…

  1. Boeing Union Says It Will Vote on New Proposal to End Strike (nytimes)
  2. Boeing, Union Reach Tentative Deal to End Monthlong Strike (barrons)
  3. Measuring the Moat (morganstanley)
  4. In September, incentive spending rose modestly to 7.3% of the average transaction price ($3,522), according to the latest measure from Kelley Blue Book, up from 7.2% in August and well above the 4.8% reported one year ago. At this time in 2019, the market saw incentives at 10.3% of the average transaction price, suggesting there is still room to go if the going gets tough. (coxautoinc)
  5. Intel delivers first Panther Lake CPU sample to Lenovo amid security review claims from China (technode)
  6. China Q3 GDP Growth Slightly Above Estimates (tradingeconomics)
  7. Tiktok Is Old News. China’s Little AI Dragons See an American Promised Land. (bloomberg)
  8. Why Trading on the US Election Is a ‘Fool’s Errand’ (bloomberg)
  9. How Investors Are Betting on the Election, From Utility Stocks to DJT (wsj)
  10. Wall Street’s Scrappy Underdog Has an Ambitious Plan to Make It Big (wsj)
  11. Asian IPOs Set for Blockbuster Week as ‘Animal Spirits’ Return (bloomberg)
  12. UK Retail Sales Book Surprise Rise (tradingeconomics)
  13. What went wrong at CVS? Departing CEO Karen Lynch’s reign started brilliantly, then unraveled fast (fortune)
  14. Not Taking Crime Seriously California’s Prop 47 Exacerbated Crime and Drug Abuse (mi)
  15. Ferrari unveils new supercar with $3.9 million price tag (foxbusiness)
  16. Federal spending is the problem, not taxes (scottgrannis)
  17. Looking To Fiscal Stimulus (gavekal)
  18. Alibaba Gears Up for 2024 11.11 with Over $4 Billion in Consumer Perks and Merchant Support (alizila)
  19. Alibaba Cloud’s AI Technology Sparks Breakthrough in RNA Virus Discovery (alizila)
  20. Car prices are dropping: What this means for Carvana, Hertz and others (marketwatch)

Be in the know. 25 key reads for Saturday…

  1. Intel to Sell Minority Stake in Altera for $17 Billion, Report Says. It’s Part of a Bigger Turnaround Plan. (barrons)
  2. Emerging markets are having a moment (ft)
  3. Boeing, Union in Indirect Talks Aided by Biden Official Su (bloomberg)
  4. Amazon exec tells employees to quit if they don’t want to work 5 days a week in office: ‘There are other companies around’ (nypost)
  5. DOJ antitrust win over Google will ‘very likely’ kill $25B iPhone search deal with Apple: Jefferies (nypost)
  6. Trump says Apple’s Tim Cook called him — here were the CEO’s concerns (nypost)
  7. You’re Not Paranoid. The Market Is Out to Get You. (wsj)
  8. With Pfizer’s stock down sharply, an activist investor is pushing for CEO Albert Bourla to improve performance (wsj)
  9. Electric Motors Are About to Get a Major Upgrade Thanks to Benjamin Franklin (wsj)
  10. Wall Street’s Nonstop Rally Mints New Class of Hardcore Bulls (bloomberg)
  11. How Starbucks Became a Sugary Teen Emporium (bloomberg)
  12. Starbucks taps former Chipotle executive as global chief brand officer (cnbc)
  13. Watch maker Patek Philippe launches first new collection in 25 years (cnbc)
  14. These 6 charts suggest investors should proceed with caution as S&P 500 hits 47th record high of 2024 (marketwatch)
  15. Boeing’s bonds signal view that company has bought time with credit-raters to avoid slide to junk (marketwatch)
  16. Aston Martin Unveils DB12 Goldfinger Edition (maxim)
  17. Why The Ferrari Dino Ranks Among The World’s Most Coveted Sports Cars (maxim)
  18. UPS and 7 Other Dividend Stocks With Yields of 4% or More (barrons)
  19. 6 Dividend Stocks to Buy—Once Tax-Loss Season Is Over (barrons)
  20. ‘Soft landing’ bets push US corporate spreads to lowest in almost 20 years (ft)
  21. Chinese AI groups get creative to drive down cost of models (ft)
  22. Hedge Funds Cut Bullish Bets on WTI Crude to Eight-Month Low (bloomberg)
  23. Scientists Use Human Stem Cells to Restore a Monkey’s Vision (futurism)
  24. Andrew Roberts on The Habits of Churchill, Lessons from Napoleon, and The Holy Fire Inside Great Leaders (#773) (blog)
  25. 10 of the Best Small-Cap Stocks to Buy Today (morningstar)