Be in the know. 11 key reads for Monday…

  1. PayPal Earnings Due. Wall Street Eyes 2025 Catalysts Amid Big Run. (investors)
  2. Boeing Is Selling Stock—A Lot of It. The Shares Are Surprisingly Steady. (barrons)
  3. There’s a ‘generational opportunity’ for investors in this sector, says JPMorgan (marketwatch)
  4. Ford Earnings Are Coming. They Need to Be Better. (barrons)
  5. Pfizer’s Activist Battle Might Fizzle—but Its Stock Probably Won’t (wsj)
  6. Elliott Hunts Bigger Prey, Testing Limits in Barrage of Activism (bloomberg)
  7. Palm Beach Is Having a Luxury Hotel Renaissance (bloomberg)
  8. Cut or pause? 2 critical reports will determine what Fed does in November. (yahoo)
  9. Musk predicts he could save taxpayers $2,000,000,000,000 if Trump wins (foxbusiness)
  10. Intel invests US$300 million in China chip packaging and testing plant (scmp)
  11. Alibaba Presents First Full-process AI Product (aastocks)

Be in the know. 14 key reads for Sunday…

  1. Intel and Samsung explore foundry alliance to challenge TSMC (technode)
  2. China’s GenZers Are Into Stocks. They Are So Over the Housing Crisis. (barrons)
  3. Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
  4. Big Tech Stocks Lose Some of Their Aura as Earnings Growth Slows (bloomberg)
  5. Savers Bid a Sad Farewell to Higher Yields (wsj)
  6. It’s not just obesity. Drugs like Ozempic will change the world (economist)
  7. Ferrari 296 GTB: Absurdly Potent, Outrageously Capable (roadandtrack)
  8. Impact of CRISPR in cancer drug discovery (science)
  9. Why pros like Rory McIlroy use this practice method to improve their golf swing (golfdigest)
  10. Slow M2 means low CPI (scottgrannis)
  11. Consumer confidence seen as key driver for growth (cn)
  12. China property: Sunac’s multimillion-yuan One Sino Park in Shanghai sells out in 3 hours (scmp)
  13. This is why David Einhorn thinks Peloton could be worth five times what it is now (cnbc)
  14. The A.I. Power Grab (nytimes)

Be in the know. 13 key reads for Saturday…

    1. China’s Stimulus Aims to Boost Consumption, Top Official Says (bloomberg)
    2. These Are the Absolute Cheapest Stocks in the S&P 500 Right Now (barrons)
    3. Where Will Rates End Up? Inside the Fed’s Chase for the Magic Number. (barrons)
    4. Markets are moving in mysterious ways — and Wall Street is struggling to explain why (marketwatch)
    5. Israel Strikes Back at Iran, Deepening a Cycle of Military Escalation (barrons)
    6. What Is Behind the Rise in Bond Yields? Look to Powell, Not Trump. (barrons)
    7. Boeing Explores Sale of Space Business (wsj)
    8. America’s Newest Hit Candy Is Gummy, Crunchy and Printing Money (wsj)
    9. Big Food Is Learning to Love Weight-Loss Drugs (wsj)
    10. Joe Rogan Takes Center Stage in an Election Season Dominated by Podcasts (wsj)
    11. How Boeing’s new CEO is tackling the ultimate management test (businessinsider)
    12. S. shale natural gas production has declined so far in 2024 (eia)
    13. Small-caps have better value and momentum than large, says Miller Value’s Bill Miller IV (cnbc)

Be in the know. 23 key reads for Friday…

  1. PayPal Knows Your Pants Size—and Will Share It With Marketers (wsj)
  2. Michael Burry Is Betting the House on Chinese Stocks and This Billionaire Investor Is Too. Should You Follow Them? (fool)
  3. The Intelligent Investor Is Still Worth Reading 75 Years Later (bloomberg)
  4. Star Chinese fund manager bets on Alibaba, liquor stocks (scmp)
  5. China schedules meeting expected to reveal fiscal stimulus details (cnbc)
  6. Inflation Has Cooled, but Americans Are Still Seething Over Prices (wsj)
  7. Boeing Workers Want the Pension Plan Restarted. It Won’t Happen. (barrons)
  8. Centene Earnings Are Another Win for Health Insurer Stocks. What to Know. (barrons)
  9. Deckers Outdoor Stock Jumps 14% After Guidance Hike. How Hoka, Ugg Are Boosting Sales. (barrons)
  10. Nomad’s Brass polishes up to give diners a glimpse of NYC’s golden age (nypost)
  11. The Pro Golfer Hitting His Prime—at 52 Years Old (wsj)
  12. Keurig Dr Pepper to Buy Energy-Drink Maker Ghost for Over $1 Billion (wsj)
  13. Hermes Sales Continue to Grow Despite Wider Luxury Slowdown (wsj)
  14. Intel Wins Fight to Scrap $1.14 Billion EU Antitrust Fine in Long-Running Case (wsj)
  15. What Are ‘Mansion Taxes’ and Why Do Real-Estate Pros Hate Them So Much? (wsj)
  16. Americans Who Want to Do Business in China Need to Meet This Man (wsj)
  17. The former president has repeatedly praised a period in American history when there was no income tax, and the country relied on tariffs to fund the government. (nytimes)
  18. Xi’s Stimulus Package Met With Wall of Skepticism in Washington (bloomberg)
  19. Here Are 5 Industries With the Most at Stake in Presidential Election (bloomberg)
  20. Elon Musk’s Dream of a Drive-In Movie Diner With EV Charging Is Taking Shape (bloomberg)
  21. Tim Cook got his first job at age 12 to save for college: ‘Everybody was expected to work in my family’ (cnbc)
  22. Hong Kong stocks rise to pare weekly loss as China growth prospects brighten (scmp)
  23. Tech boom forces US funds to dump shares to avoid breach of tax rules (ft)

Be in the know. 12 key reads for Thursday…

  1. I.M.F. Says Inflation Fight Is Largely Over but Warns of New Threats (nytimes)
  2. China’s Rally Continues Despite Scepticism (bloomberg)
  3. Musk Floats Tackling Robotaxi Rules in Government (bloomberg)
  4. Boeing’s CEO wants to make it ‘great again.’ Here’s what’s standing in the way. (marketwatch)
  5. Commercial property’s moment of truth (ft)
  6. The EU Court of Justice, Europe’s top court, ruled on Thursday in favour of Intel ending a nearly two-decade-long fight between the U.S. chipmaker and EU regulators who had said it had tried to thwart a rival. (reuters)
  7. Boeing Workers Reject a $23,000 Raise. What Comes Next. (barrons)
  8. Starbucks’ Dividend Hike Is a Vote of Confidence in the Stock (barrons)
  9. Apple’s Most Disruptive Product in Years Launches Next Week. This Number Shows Why It Won’t Move the Stock. (barrons)
  10. Europe’s Rate Cuts Will Lift Stocks. Where to Find Value. (barrons)
  11. This massive flooring company says the housing market will get better — next year (marketwatch)
  12. United Parcel Service Stock Is Up Because the Bottom Is In (barrons)

Be in the know. 10 key reads for Wednesday…

  1. US Insider Selling Soars To 3 Year High As China Buybacks Surge To Record (zerohedge)
  2. 2 trillion yuan fund could offer China’s stock market ‘instant’ lift: think tank (scmp)
  3. Bank of America CEO Urges Fed to Not Go Too Hard on Rates (bloomberg)
  4. Traders’ enthusiasm for stocks returns to level seen just before 10% drop last year (marketwatch)
  5. America Is Primed for a Home-Renovation Resurgence (wsj)
  6. Starbucks Suspends Guidance as Sales Slump Persists (wsj)
  7. Apple Intelligence Isn’t Very Smart Yet—and Apple’s OK With That (wsj)
  8. Trump says car loan interest deduction will only apply to US-made vehicles: ‘Don’t want it to benefit other countries’ (nypost)
  9. Disney World annual pass prices jump overnight, and that’s not all (usatoday)
  10. Singles Day Pre Sales Start (chinalastnight)

Be in the know. 12 key reads for Tuesday…

  1. Fed’s Daly Says She Doesn’t See Reasons to Stop Cutting Rates (bloomberg)
  2. Intel (INTC.US) Plans to Form Foundry Alliance with Samsung: Report (aastocks)
  3. GM raises 2024 earnings guidance after easily topping Wall Street’s third-quarter expectations (cnbc)
  4. After resisting calls to intervene, Beijing has made a sudden U-turn. But will the package be enough to get the economy back on track? (ft)
  5. Jacobson noted some of the company’s third-quarter outperformance was assisted by the automaker pulling ahead some truck production from the fourth quarter, which represented a $400 million boost in adjusted earnings. (cnbc)
  6. Opinion: The stock market is ready for its melt-up as investors ignore growing risks (marketwatch)
  7. The Wall Street Veteran Leading Disney’s Search for Iger’s Replacement (wsj)
  8. Tim Cook on Why Apple’s Huge Bets Will Pay Off (wsj)
  9. China’s Capital Inflow Jumps in September as Firms Shift to Yuan (bloomberg)
  10. China’s home sales gain momentum as stimulus repairs confidence (scmp)
  11. Mainland Investors Cheer Loan Prime Rate Cut (chinalastnight)
  12. Chinese share buybacks hit record high as Beijing steps up support (ft)

Be in the know. 11 key reads for Monday…

  1. China cuts key lending rates to support growth (reuters)
  2. Starboard reportedly takes big stake in Tylenol maker Kenvue (marketwatch)
  3. Boeing and union reach tentative wage deal to end strike (marketwatch)
  4. Potential Cigna buyout of Humana is a ‘when,’ not an ‘if,’ analyst says (marketwatch)
  5. How Susquehanna’s Jeff Yass mastered the options game (ft)
  6. The U.S. continues to surprise to the upside, says Ed Yardeni (cnbc)
  7. Disney to Name Bob Iger’s Successor in Early 2026 (wsj)
  8. Investors Prepare for Bumper Earnings Week (wsj)
  9. Crises at Boeing and Intel Are a National Emergency (wsj)
  10. Why Chinese Are Rushing Into a ‘Casino’ Stock Market (nytimes)
  11. Insiders Are Selling Into the Great Bull Market of 2024 (bloomberg)

Be in the know. 20 key reads for Sunday…

  1. Boeing Union Says It Will Vote on New Proposal to End Strike (nytimes)
  2. Boeing, Union Reach Tentative Deal to End Monthlong Strike (barrons)
  3. Measuring the Moat (morganstanley)
  4. In September, incentive spending rose modestly to 7.3% of the average transaction price ($3,522), according to the latest measure from Kelley Blue Book, up from 7.2% in August and well above the 4.8% reported one year ago. At this time in 2019, the market saw incentives at 10.3% of the average transaction price, suggesting there is still room to go if the going gets tough. (coxautoinc)
  5. Intel delivers first Panther Lake CPU sample to Lenovo amid security review claims from China (technode)
  6. China Q3 GDP Growth Slightly Above Estimates (tradingeconomics)
  7. Tiktok Is Old News. China’s Little AI Dragons See an American Promised Land. (bloomberg)
  8. Why Trading on the US Election Is a ‘Fool’s Errand’ (bloomberg)
  9. How Investors Are Betting on the Election, From Utility Stocks to DJT (wsj)
  10. Wall Street’s Scrappy Underdog Has an Ambitious Plan to Make It Big (wsj)
  11. Asian IPOs Set for Blockbuster Week as ‘Animal Spirits’ Return (bloomberg)
  12. UK Retail Sales Book Surprise Rise (tradingeconomics)
  13. What went wrong at CVS? Departing CEO Karen Lynch’s reign started brilliantly, then unraveled fast (fortune)
  14. Not Taking Crime Seriously California’s Prop 47 Exacerbated Crime and Drug Abuse (mi)
  15. Ferrari unveils new supercar with $3.9 million price tag (foxbusiness)
  16. Federal spending is the problem, not taxes (scottgrannis)
  17. Looking To Fiscal Stimulus (gavekal)
  18. Alibaba Gears Up for 2024 11.11 with Over $4 Billion in Consumer Perks and Merchant Support (alizila)
  19. Alibaba Cloud’s AI Technology Sparks Breakthrough in RNA Virus Discovery (alizila)
  20. Car prices are dropping: What this means for Carvana, Hertz and others (marketwatch)

Be in the know. 25 key reads for Saturday…

  1. Intel to Sell Minority Stake in Altera for $17 Billion, Report Says. It’s Part of a Bigger Turnaround Plan. (barrons)
  2. Emerging markets are having a moment (ft)
  3. Boeing, Union in Indirect Talks Aided by Biden Official Su (bloomberg)
  4. Amazon exec tells employees to quit if they don’t want to work 5 days a week in office: ‘There are other companies around’ (nypost)
  5. DOJ antitrust win over Google will ‘very likely’ kill $25B iPhone search deal with Apple: Jefferies (nypost)
  6. Trump says Apple’s Tim Cook called him — here were the CEO’s concerns (nypost)
  7. You’re Not Paranoid. The Market Is Out to Get You. (wsj)
  8. With Pfizer’s stock down sharply, an activist investor is pushing for CEO Albert Bourla to improve performance (wsj)
  9. Electric Motors Are About to Get a Major Upgrade Thanks to Benjamin Franklin (wsj)
  10. Wall Street’s Nonstop Rally Mints New Class of Hardcore Bulls (bloomberg)
  11. How Starbucks Became a Sugary Teen Emporium (bloomberg)
  12. Starbucks taps former Chipotle executive as global chief brand officer (cnbc)
  13. Watch maker Patek Philippe launches first new collection in 25 years (cnbc)
  14. These 6 charts suggest investors should proceed with caution as S&P 500 hits 47th record high of 2024 (marketwatch)
  15. Boeing’s bonds signal view that company has bought time with credit-raters to avoid slide to junk (marketwatch)
  16. Aston Martin Unveils DB12 Goldfinger Edition (maxim)
  17. Why The Ferrari Dino Ranks Among The World’s Most Coveted Sports Cars (maxim)
  18. UPS and 7 Other Dividend Stocks With Yields of 4% or More (barrons)
  19. 6 Dividend Stocks to Buy—Once Tax-Loss Season Is Over (barrons)
  20. ‘Soft landing’ bets push US corporate spreads to lowest in almost 20 years (ft)
  21. Chinese AI groups get creative to drive down cost of models (ft)
  22. Hedge Funds Cut Bullish Bets on WTI Crude to Eight-Month Low (bloomberg)
  23. Scientists Use Human Stem Cells to Restore a Monkey’s Vision (futurism)
  24. Andrew Roberts on The Habits of Churchill, Lessons from Napoleon, and The Holy Fire Inside Great Leaders (#773) (blog)
  25. 10 of the Best Small-Cap Stocks to Buy Today (morningstar)