Be in the know. 20 key reads for Monday…

  1. Chinese Leaders Are Gathering for Policy Talks. How the ‘Third Plenum’ Just Might Lift Stocks. (barrons)
  2. Alibaba Share Repurchase Program Reaches New Heights During June Quarter (alizila)
  3. IOC Leverages Alibaba Cloud’s Energy Expert to Optimize Power Consumption at Paris 2024 Venues (alizila)
  4. President Xi Jinping is presiding over a conclave to draft a new economic program. The stakes are high, but expectations for big changes are modest. (nytimes)
  5. China’s Economic Growth Comes in Worse Than Expected, Adding Pressure on Xi (bloomberg)
  6. Amazon Hits Prime Time for Earnings Expansion (wsj)
  7. What if the A.I. Boosters Are Wrong? (nytimes)
  8. I.’s Insatiable Appetite for Energy (nytimes)
  9. How Value Investors Can Benefit From the UK Rebound (bloomberg)
  10. 4 charts show why Wall Street’s most bullish strategist expects the stock market to triple by 2030 (businessinsider)
  11. Why small caps have the ‘most compelling investment case’ right now (marketwatch)
  12. Small-cap stocks get some revenge after Big Tech rally pauses. How long can they keep it up? (marketwatch)
  13. Fed-favored PCE price gauge set to show easing inflation and raise likelihood of rate cut (marketwatch)
  14. Evictions Surge in Major Cities in the American Sunbelt (wsj)
  15. Goldman Strategists Say Big Tech’s AI Splurge Worries Investors (bloomberg)
  16. Drivers are no longer simply accepting the fact that they have to pay more for car insurance. (wsj)
  17. Open questions | Stephen Roach on how Beijing can right its economy and the US’ China ‘blunder’ (scmp)
  18. Explainer | China’s third plenum: the 5 burning questions heating up debate – and our take (scmp)
  19. China’s economy falters, raises pressure for more stimulus (reuters)
  20. 4 Major CN Banks Lower Interest Rates for Buying 1st Home in Guangzhou: Report (aastocks)

Be in the know. 20 key reads for Sunday…

  1. The door is wide open to multiple Fed rate cuts (scottgrannis)
  2. AI’s $600B Question (sequoiacap)
  3. Arnold Schwarzenegger and Ann Miura-Ko (#754) (timferriss)
  4. Oaktree’s Howard Marks Weighs In on Market Risks, PE and Credit (bloomberg)
  5. 10 Undervalued Wide-Moat Stocks (morningstar)
  6. 33 Undervalued Stocks (morningstar)
  7. Fed sends clearest signals yet that it will soon cut interest rates (ft)
  8. ‘‘After we buy a stock, consequently, we would not be disturbed if markets closed for a year or two. We don’t need a daily quote on our 100 percent position in See’s to validate our well being. Why, then, should we need a quote on our 7 percent interest in Coke (KO)?’’ (dgi)
  9. Jeff Bezos to sell another $5bn of Amazon shares (bbc)
  10. Why International Investing Makes Sense for Long-Term Investors (morningstar)
  11. GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT? (gs)
  12. China Posts Largest Trade Surplus in Near 2 Years (tradingeconomics)
  13. The 50 Greatest Luxury Hotels on Earth (robbreport)
  14. The Pagani Huayra Epitome Is The Ultimate Driver’s Hypercar (maxim)
  15. The First Ferrari 250 GT SWB California Spider Could Sell For $18 Million Or More (maxim)
  16. How America’s Fastest Swimmers Use Math to Win Gold (quantamagazine)
  17. Alibaba welcomes Tony Parker as ambassador to boost B2B market expansion (technode)
  18. Rooftop solar’s dark side (org)
  19. World’s 100 Greatest Golf Courses (golfdigest)
  20. Bloomberg Daybreak Weekend: China’s Third Plenum (bloomberg)

Be in the know. 10 key reads for Saturday….

  1. Traders Start to Bet on Supersized Fed Rate Cut in September (bloomberg)
  2. Bank earnings: JPMorgan and Wells Fargo report mixed results, while Citigroup beats estimates (marketwatch)
  3. PPI report for June: Wholesale inflation also points to slower increase in prices (marketwatch)
  4. Fed’s favorite PCE price gauge set to show slower inflation and raise odds of rate cut (marketwatch)
  5. Intel Stock Is the Dow’s Best Performer on Friday. Here’s Why. “Lavender also said that Intel is seeing is seeing “lots of demand” for its Gaudi 3 chip.” (barrons)
  6. Why Dividend Aristocrats and REIT Stocks Are Poised to Rally (barrons)
  7. CONE HEADS (bloomberg)
  8. China’s Chance to Rein In Its Surplus — or Double Down (bloomberg)
  9. When will AI’s stock-market dominance fade? Goldman says watch this key signal. (businessinsider)
  10. Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm’s exact forecasts. (businessinsider)