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)