- Why Breaking Up Google Would Be Hard to Do (nytimes)
- Why a CPI surprise could trip up the Fed’s rate-cutting plans (marketwatch)
- JPMorgan’s strategists are starting to sound less bearish on stocks (marketwatch)
- Activists Want Pfizer, CVS. Healthcare Could Rebound. (barrons)
- September Fed Minutes to Shed Light on Rate-Cut Debate (barrons)
- UPS, FedEx Stocks are Ripe for Buying. The Case for a Shipping Upturn. (barrons)
- When Cell Service Is Down, You Can Send iPhone Texts via Satellite (wsj)
- Boeing Withdraws Contract Offer as Union Talks Break Down (bloomberg)
- Disneyland hikes ticket prices for its highest-demand days (cnbc)
- China’s property stimulus raises optimism — but more steps are needed for a sectoral turnaround (cnbc)
- Generac CEO says pressure on the power grid ‘is only going to get worse’ from weather and technology (cnbc)
Category: What I’m Reading Today
Be in the know. 10 key reads for Tuesday…
- China state planner lays out further actions to boost economy but no new plans for major stimulus (cnbc)
- GLP-1 drug demand rising, but not all packaged food companies in the crosshairs (streetinsider)
- Pfizer CEO’s Job Is at Risk. A Shot of Discipline Could Help. (wsj)
- Nobel Prize in Physics Awarded to Duo for Machine Learning (wsj)
- The Great Florida Migration Is Coming Undone (wsj)
- MicroRNA Pioneers Win Nobel Prize in Medicine (wsj)
- Hurricane Milton Churns Toward Florida as Category 4 Storm (wsj)
- China Markets Warn Xi More Stimulus Is Needed to Fuel Rally (bloomberg)
- China confident to achieve full-year growth target: economic planner (people)
- Chinese tech giants from ByteDance to Meituan see surge in ‘golden week’ consumer spending (scmp)
Be in the know. 13 key reads for Monday…
- China’s rally still has ‘more legs,’ Goldman Sachs says (marketwatch)
- “Whatever It Takes” Is On The Table (chinalastnight)
- Pfizer Stock Rises After It Gets an Activist. What Starboard’s Track Record With Pharma Tells Us. (barrons)
- Emerging Market Stocks Are Beating the U.S. Why They’ll Keep Winning. (barrons)
- Tech Stocks Usually Rise in October. This Month, Not So Much. (barrons)
- Why Goldman Sachs has bumped up its S&P 500 target for the third time this year (marketwatch)
- Stock market’s soft-landing rally faces CPI inflation test. Here’s what investors should do. (marketwatch)
- Google’s Grip on Search Slips as TikTok and AI Startup Mount Challenge (wsj)
- US Yields Back at 4% for First Time Since August on Fed Rethink (bloomberg)
- Boeing-Lockheed Venture Launches New Rocket in Key Test (bloomberg)
- Hurricane Milton Nears Category 5 Strength as It Menaces Florida (bloomberg)
- Goldman Says Surging Chinese Stocks May Advance Another 20% (bloomberg)
- China Is Making Investor Calls So Awkward (bloomberg)
Be in the know. 7 key reads for Sunday…
- This wasn’t a monster employment number (scottgranis)
- Nike tries to rip off the band-aid for investors. Its stock price is feeling the sting (marketwatch)
- 33 Undervalued Stocks (morningstar)
- This Ex-Shoe Salesman Built A $5.5 Billion Fortune In Aging Apartment Buildings (forbes)
- 5 Questions For The Fed’s Austan Goolsbee—Including: Did They Move Fast Enough On Inflation? (forbes)
- Saying No: How Successful People Protect Their Time And Focus (forbes)
- China home sales rise after stimulus measures, state media says (reuters)
Be in the know. 10 key reads for Saturday…
- China’s stock rally for the ages shows power of crowds (ft)
- China home sales rise after stimulus measures, state media says (reuters)
- Time to Get Out of Money-Market Funds? Why It May Already Be Too Late. (barrons)
- S. stocks’ remarkable 2024 run is likely to continue during the fourth quarter, history shows (marketwatch)
- S. Hiring Accelerated in September, Blowing Past Expectations (wsj)
- The Mets’ Season Looked Over. Then the Polar Bear Roared. (wsj)
- Investors grab European equities to gain cheap US exposure (ft)
- Angelina Jolie Is Selling Her Ferrari 250 GT in Paris (bloomberg)
- 3 bullish catalysts could keep the bull rally alive and boost stocks 13% in the coming year, research firm says (businessinsider)
- How China’s stimulus could provide a boost to new CEOs at Nike and Starbucks down the line (cnbc)
Be in the know. 15 key reads for Friday…
- BofA’s Hartnett Sees Risk-On Rally If Jobs Are as Expected (bloomberg)
- Unemployment rate falls to 4.1% as U.S. economy adds 254,000 jobs in September (marketwatch)
- Hong Kong stocks add to 3-week rally as Alibaba, Tencent lead tech gainers (scmp)
- FedEx, Shipping and Rail Stocks in Focus as Port Strike Nears End (barrons)
- CEOs Are on the Hunt for More M&A. Where the Next Deals Are. (barrons)
- Citi’s Turnaround Plan Is Stained by Warren’s Call for Growth Limits (barrons)
- China Stocks Rally Reignites as Alibaba, JD.com, Tencent Shares Rise. What’s Driving It. (barrons)
- Dividend and China Funds Come Roaring Back as Nvidia Stalls (barrons)
- Oil Surges After Biden Says U.S. Discussing Israel Attack on Iran Facilities (wsj)
- How to connect your iPhone to a satellite to send important messages (usatoday)
- TSA PreCheck vs. Global Entry vs. CLEAR: Which is better? (cnbc)
- Dockworkers union agrees to suspend port strike until Jan. 15 after tentative deal (marketwatch)
- Medicare mess sends Humana shares on worst fall since financial crisis (yahoo)
- The tailwinds for a European consumer recovery are building (ft)
- Beijing is trying to put a ‘floor’ on the economy with its stimulus measures: China Beige Book CEO (cnbc)
Be in the know. 14 key reads for Thursday…
- Fundstrat’s Tom Lee on 6,000 S&P 500 year-end target: Setup into year-end has a lot of tailwinds (cnbc)
- China Ready for $1.4 Trillion Fiscal Support, Top Economist Says (bloomberg)
- Hong Kong Takes Breather as Fiscal Policy Bazooka Awaits (chinalastnight)
- PayPal Completes Its First Business Transaction Using Stablecoin (bloomberg)
- Nike Stock Dives. Why More Losses Wouldn’t Be a Surprise. (barrons)
- 17 Ways to Play U.S. and China Dividend Stocks With Growth Appeal (barrons)
- Investors fearing a scary start to October should focus instead on Friday’s jobs report (marketwatch)
- Turns out, the stock market can succeed without the Magnificent Seven (marketwatch)
- Weight-Loss Drugs Are Everywhere Now. How the GLP-1 Copycats Took Over. (barrons)
- LVMH Took Over the Paris Olympics. Now It’s Snagged Formula One. (wsj)
- MIT economist says AI can only handle 5% of jobs, fears stock crash (nypost)
- Mortgage Rates Near 6% Are Enough to Start Up a Refinancing Wave (bloomberg)
- US Jobless Claims Remain Subdued, Consistent With Low Layoffs (bloomberg)
- Natural Gas Higher as Temperatures Slowly Back Down (wsj)
Be in the know. 30 key reads for Wednesday…
- Auto sales rebound and point to strong third-quarter GDP (marketwatch)
- China Rally Spurs $7 Billion Loss for Shorts of US-Listed Stocks (bloomberg)
- From Pearl Harbor to Sept. 11, here’s how stocks typically react to the outbreak of wars (marketwatch)
- China Back to Dominating Emerging Markets as MSCI Weight Soars (bloomberg)
- Chinese Homebuyers Scout Showrooms at Midnight After Stimulus (bloomberg)
- The $459,000 Ferrari 12Cilindri Sports Car Will Be a New Classic (bloomberg)
- Nike Seeks to Wipe Slate Clean for New CEO, Withdraws Guidance (bloomberg)
- Xi’s Stimulus Blitz Adds $130 Billion to Coffers of China’s Rich (bloomberg)
- Dockworkers Make $150,000. Why They’re on Strike. (barrons)
- Boeing Stock Rose Despite Report Saying A Share Offering Is Coming (barrons)
- How Will the Port Strike Affect the Price of Gasoline, Food, and Other Products? (barrons)
- Port Strike Could Benefit Container Shippers Even as It Hits Retailers, Manufacturers (barrons)
- Port Strikes Mean Trucking Rail, Stocks Are Set for a Boost. Check Out These 3. (barrons)
- Port Strikes Aren’t About Pay. This Is the Real Issue. (barrons)
- Israel Vows To Make Iran Pay For Missile Attack (barrons)
- Emerging Market Stocks Have Popped. Expect More Outperformance. (barrons)
- October tends to be a positive month for stocks — unless a presidential election is looming (marketwatch)
- Hong Kong stocks surge to 20-month high as China-stimulus rally continues apace (marketwatch)
- Nike Stock Drops as Doubts on Outlook Outweigh Strong Earnings (barrons)
- Port Strike Puts Pressure on Harris, Biden Ahead of Election (wsj)
- A CVS Breakup Is No Easy Fix for Its Problems (wsj)
- Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review (nytimes)
- Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets (bloomberg)
- 3 cheap areas of the stock market to buy as the Fed unveils a ‘rare double whammy’ of stimulus, BofA says (businessinsider)
- How ‘Big Short’ became ‘Big Squeeze’ as Wall Street misread China’s stock market (scmp)
- China stock market surge: investors rush to buy shares amid policy easing hopes (scmp)
- ADP jobs report shows 143,000 gain. Cooling U.S. labor market leads to slower wage increases. (marketwatch)
- China’s foreign investors hope stimulus will end ‘deep winter’ (ft)
- Top shale boss says US ‘unusually vulnerable’ to Middle East oil shock (ft)
- Israel Plans to Bomb Iranian Oil Facilities in Retaliation or Even Attack Nuclear Facilities: Report (aastocks)
Be in the know. 22 key reads for Tuesday…
- Disney Stock Gets an Upgrade. (barrons)
- Hedge fund mogul Larry Robbins seeks overhaul at struggling CVS: report (nypost)
- The stock market is entering the most volatile month of an election year — but the rally may be here to stay (marketwatch)
- Chamber of Commerce calls on Biden to stop dockworkers strike, citing inflation fears (marketwatch)
- Into Lebanon Ahead of Expected Ground Incursion (wsj)
- US Deploys a ‘Few Thousand’ More Troops to Middle East (bloomberg)
- Employers Boost Dockworker Wage Offer in Bid to Keep Ports Open (bloomberg)
- Ports strike could have $4 billion daily impact, but these container stocks are well positioned (marketwatch)
- A port strike would be ill-timed, but disruption could boost these companies (marketwatch)
- A port strike could be an economic ‘tsunami’ affecting these sectors (marketwatch)
- Port strike could come at a ‘high political cost’ for Harris campaign (marketwatch)
- Powell Says Fed Not in a Hurry, Will Lower Rates ‘Over Time’ (bloomberg)
- Michael Dell Unloads $1.2 Billion in Second Big Dell Stock Sale (bloomberg)
- California Clampdown on Retail Theft, Drug Crimes Wins Backing of Over 70 Mayors (bloomberg)
- China to Allow Home Buyers to Refinance Mortgages in Latest Easing Move (wsj)
- A Week of Shock and Awe Ignites China’s Stock Markets (wsj)
- Many Dockworkers Make $150,000 or More. Why They’re About to Strike. (barrons)
- Boeing, Union Stall on Strike Talks. Pensions Are a Problem. (barrons)
- Alibaba, JD, and Baidu Stocks Rise. The China Trade Is Still Thriving. (barrons)
- The Market Could Defy History in October. Where to Find Gains. (barrons)
- This hedge-fund manager says it’s a ‘max-long’ moment for stocks (marketwatch)
- Boeing Weighs Raising at Least $10 Billion Selling Stock (bloomberg)
Be in the know. 10 key reads for Monday…
- Hang Seng & China Internet Outperforming S&P 500 Year to Date (chinalastnight)
- Alibaba’s AI-Powered Cancer Detection Tool Recognized on Fortune’s 2024 Change the World List (alizila)
- Is The Japanese Yen Reversing Upward? (seeitmarket)
- Hedging Goes Out the Door With Burst of China Stocks Euphoria (bloomberg)
- Japanese Stocks Plummet on Rate Hike Worries (bloomberg)
- Boeing Union Says Talks Halted on Pensions, Pay Demands (bloomberg)
- Xi Has Finally Realized What’s Ailing China (bloomberg)
- China to cut existing mortgage rates by the end of October (reuters)
- China Moves to Cut Mortgage Rates to Revive Housing Market (bloomberg)
- Alibaba looks on course for a turnaround amid investor frenzy for Chinese stocks (scmp)