Be in the know. 12 key reads for Friday…

  1. Value Stocks Look Poised to Shine Again (Barron’s)
  2. Carnival Aims to Have Over 50% of Fleet Capacity Sailing Soon. Investors Cheer. (Barron’s)
  3. Bitcoin and Ethereum Sink as China Central Bank Says Crypto Transactions Illegal (Barron’s)
  4. Cathie Wood and Rob Arnott Debate Stock Valuations. Is There a Bubble? (Barron’s)
  5. Evergrande Looks to Have Missed Payment Deadline (Barron’s)
  6. GE Just Made a Deal. (Barron’s)
  7. Stocks Are Past the September Doldrums—for Now (Barron’s)
  8. Fed Officials See ‘Transitory’ Inflation Lasting Quite a While (Wall Street Journal)
  9. Investors Bet Environmental Fears Will Crunch Commodity Supply, Lifting Prices (Wall Street Journal)
  10. Market Offers a Second Bite at Value Stocks: John Authers (Bloomberg)
  11. ECB’s Lagarde warns energy price pressures could outlast Covid supply shocks (CNBC)
  12. Rob Arnott Sees Second Chance to Ride Quant Value Trade Revival (Bloomberg)