Be in the know. 16 key reads for Monday…

  1. Bank of America Is the Problem Child of Big Banks. Here’s How It Can Right the Ship. (barrons)
  2. PBOC Offers Most Cash Support Since 2020 as Debt Sales Surge (bloomberg)
  3. Here’s What’s In GM’s New Labor Deal With Unifor (barrons)
  4. Step Aside, Banks. Tesla and Netflix Earnings Are the Real Tests. (barrons)
  5. Tech Earnings Kick Off This Week With Netflix. AI Is Now a Risk. (barrons)
  6. What Budget Crisis? The U.S. Will Borrow Even More as Global Tensions Grow. (barrons)
  7. Big Tech’s Profit Machine Is Propping Up S&P 500 Earnings (bloomberg)
  8. Your Guide to Understanding the Roots of the Israel-Hamas War (bloomberg)
  9. About 2,500 additional UAW workers have been laid off because of disruptions to the production system caused by the strike. (barrons)
  10. I went to Disney World without my kids and 10/10 recommend (USA Today)
  11. UAW Strikes: How does autoworker union pay compare to other hourly jobs? (usatoday)
  12. Charlie Munger is a fraction as wealthy as Warren Buffett. He’d be worth over $10 billion if he kept all of his Berkshire Hathaway stock. (businessinsider)
  13. Warren Buffett’s deputy spoke about his ‘tiger mom,’ taking risks, and having a short seller’s eye. Here are Todd Combs’ 8 best quotes from a new interview. (businessinsider)
  14. Ford To Lay Off Another 550 Workers After UAW’s ‘Surprise Move’ Hits Kentucky Truck Plant (zerohedge)
  15. Activist Starboard has a ‘sizeable’ stake in News Corp (NWSA) – reports (streetinsider)
  16. Stockpickers hold out hope that the tide is turning in their favour (ft)