Be in the know. 17 key reads for Tuesday…

  1. Alibaba’s cloud unit now serves 80% of Chinese tech companies (scmp)
  2. Great 8 minute interview from the new CEO of VF Corp Bracken Darrell. His last “turnaround” was $LOGI – that he took from ~$5 to ~$130 (26 bagger).  How he’s going to turn around VF Corp: (cnbc)
  3. China’s Alibaba launches upgrade AI model to challenge Microsoft, Amazon (cnbc)
  4. China’s Factory Activity Shrinks, Fueling Calls for More Support (bloomberg)
  5. China Home Sales Decline Slows in October Amid Policy Support (bloomberg)
  6. Stellantis Sees a Smaller Hit From UAW Strike Than Ford and GM (barrons)
  7. GM, UAW Reach Labor Deal. It’s the Last of the Detroit Three. (barrons)
  8. Here are 5 reasons why U.S. stocks will likely rally into the end of 2023, says one Wall Street veteran (marketwatch)
  9. Manhattan’s stalled office leasing market poised for late-year boom (nypost)
  10. Is It Time to Give Candy Corn the Respect It Deserves? (nytimes)
  11. Xi Urges China Women’s Group to Cultivate ‘Childbirth Culture’ (bloomberg)
  12. Ravaged Florida Town Becomes a Magnet for Risk-Taking Homebuyers (bloomberg)
  13. How This Year’s Hottest Investment Could End Up Costing You (wsj)
  14. The Fed Can Wait (wsj)
  15. Japan’s Seven-Year Experiment in Extreme Interest-Rate Control Is Coming to an End (wsj)
  16. OpenAI Locks Largest Office Deal In San Fran In Years After CEO Says “Remote Work Over” (zerohedge)
  17. The “Good Stuff” Outperforms, Biden-Xi Summit Odds Increase (chinalastnight)