Be in the know. 12 key reads for Saturday…

  1. Believe in A.I.? Buy Beaten-Down Value Stocks. (nytimes)
  2. $7 trillion ‘wall of cash’ worry is looming for investors once Fed interest rate cuts start (cnbc)
  3. Morgan Stanley, Deutsche Bank Boost Forecasts for Fed Cuts (bloomberg)
  4. As Fed nears highly anticipated rate cut, the market ‘really hinges’ on 10-year Treasury yield (marketwatch)
  5. Can the Fed Cut Fast Enough to Save a Weakening Jobs Market? Some Are Worried. (barrons)
  6. Tariffs Call for Cuts. The Fed Is Finally Coming Around. (barrons)
  7. Emerging-Market Investor Inflows Are a 2026 Story, BofA Says (bloomberg)
  8. Goldman’s Kaplan Says Some Investors Questioning US Allocations (bloomberg)
  9. US equity funds record biggest weekly outflow in five weeks (reuters)
  10. The S&P isn’t the broad-based index it used to be, says Oakmark Fund’s Bill Nygren (youtube)
  11. Jeep’s Comeback Plan: First, Bring Back the Cherokee (wsj)
  12. America’s Grid Is Nearing Its Breaking Point (zerohedge)