Skip to content
Bottom-Fishers Snap Up Office Buildings at Huge Discounts (barrons )
Wall Street Strategists Bet on Record Highs for European Stocks (bloomberg )
Fed Minutes to Shed Light on Rate-Cut Debate (barrons )
Retailers have pulled back on raising prices. More are now lowering them (marketwatch )
Opinion: Chinese e-commerce giants want your business — and U.S. retailers are losing it (marketwatch )
‘The first cut is the deepest’ may hold true for Fed interest-rate cuts, too (marketwatch )
Ford to overhaul EV strategy with more and cheaper options in its latest push for profit (marketwatch )
Investors Brace for a Jobs Wipeout (nytimes )
The Story of Walmart & JD.com (chinalastnight )
If Fed starts cutting, money on the sidelines could funnel into small caps, says Fundstrat’s Tom Lee (cnbc )
Small cars are selling faster than SUVs and trucks. Here’s what’s driving more buyers to settle for less. (marketwatch )
Jennifer Lawrence and Gigi Hadid Are Kick-Starting a Vans Sneaker Trend (marieclaire )
Copy Gigi Hadid’s Rock ‘n’ Roll Style With the Exact Vans She Wears (usmagazine )
Are Slip-On Vans The Sambas Of Summer 2024? (elle )
We’re Calling It: Checkered Vans Are the 2024 It Shoe (fashionmagazine )
Why the upcoming payroll revisions could tilt Powell’s Jackson Hole message on Friday (marketwatch )
Chinese Regulator Asks Banks to Survey Impact of Stronger Yuan (bloomberg )
Fed’s Jackson Hole meeting: A plan to cut interest rates gradually is emerging (marketwatch )
Defensive stocks have outperformed lately — but it’s no reason to panic (marketwatch )
Mega-cap tech stocks still make up core of hedge funds’ top positions, analysis shows (marketwatch )
Citi Says Hedge Funds Are Using Dollars for New Carry Trades (bloomberg )
China Says ‘Please Stop Buying Our Bonds’ (wsj )
Chinese Banks Hold Lending Rates After PBOC Signals Caution (bloomberg )
China May Let Local Governments Sell Bonds to Buy Homes (bloomberg )
Dollar hits year’s low as traders prepare for rate cuts (ft )
New-Vehicle Sales Incentives Climb Higher in July, According to Kelley Blue Book Estimates (coxautoinc )
Alibaba’s long-awaited China stock link may provide timely boost (scmp )
U.S. Recession Odds Cut by Goldman. This Is Why. (barrons )
Goldman Sachs Strategists Say US Sales Forecasts for 2025 Are Too High (bloomberg )
China, US Team Up on Contact Group to Handle ‘Financial Stress’ (bloomberg )
Dolly Parton $650 million empire: from humble roots to queen of country music, movies and now makeup (foxbusiness )
Start-up failures rise 60% as founders face hangover from boom years (ft )
Fed’s Daly backs gradual interest rate cuts as inflation ‘confidence’ mounts (ft )
What clues will Jackson Hole provide about the timing of US rate cuts? (ft )
Tech giants boost Hong Kong stocks as investors eye Fed’s Jackson Hole meet (scmp )
At 8 am this morning, a State Council release from Prime Minister Li Qiang expressed the need to “expand domestic demand more effectively, focus on boosting consumption, and take targeted measures to smoot the economic cycle” Wow! The statement continues with a “Focus on areas with strong growth and the driving force to promote consumption, accelerate the expansion and quality of service consumption, effectively promote bulk consumption.” (chinalastnight )
Berkshire Hathaway Likes Ulta Beauty. Should You? (wsj )
The stock market’s dream scenario has been revived (businessinsider )
Expectations for strong earnings growth in 2025 and a history of outperforming after Fed rate cuts could help small caps retake the lead later this year (marketwatch )
14% of PCs shipped globally in Q2 2024 were AI-capable (canalys )
Why In-the-Know Travelers Head to the Connecticut Coast for Their New England Fix (wsj )
Where to Find the Best and Butteriest Lobster Rolls in Connecticut (wsj )
US Consumer Confidence Beats Expectations (tradingeconomics )
The Holy Grail Cars? Get Them While They Last. (nytimes )
Sneaker Talk With Birdwell CEO Eric Crane (forbes )
Alibaba says its math-specific AI model outperforms rivals (technode )
AliViews: Eddie Wu on Alibaba’s Q1 Earnings (alizila )
High interest rates have dimmed the solar sector. Will coming cuts put a shine on their stocks? (apnews )
Fed’s Powell Will Set the Stage for the First Rate Cut in Years at Jackson Hole (barrons )
Consumer Sentiment Reading Erases S&P 500’s Decline (barrons )
Walmart Lauds AI. That’s Good News for Tech Stocks. (barrons )
Southwest Airlines, Rocket Lab USA, and More Stocks See Action From Activist Investors (barrons )
What’s Wrong With Starbucks? (wsj )
US Office Market Shows Bottoming Signs, Moody’s Analytics Says (bloomberg )
Look inside the Breakers, a 70-room, 138,300-square-foot mansion that belonged to one of America’s wealthiest Gilded Age families (businessinsider )
‘Deadpool & Wolverine’ becomes the highest-grossing R-rated film of all time (cnbc )
Private jet flights are down 15% in two years as Covid-era demand wanes (cnbc )
This Disney restaurant marked a Michelin first: What to expect at Victoria & Albert’s (usatoday )
History shows investors should keep a tight leash on risk once the Fed cuts rates, strategist says (marketwatch )
New-home construction plunges to lowest level since May 2020 (marketwatch )
Japan’s economy bounces back, supporting case for more rate hikes (cnn )
Disney has a price problem. It has ambitious plans to fix that (cnn )
UAW president slams Stellantis CEO over job cuts, alleged price gouging (cnbc )
Alibaba’s Long-Awaited China Stock Link May Provide Timely Boost (bloomberg )
Apple Opens Up Payment Options, Boosting PayPal Stock. This Analyst Sees Long-Term Positives. (barrons )
Great Hill Capital Chairman Thomas Hayes discusses the impact the 2024 election may have on the stock market during an appearance on ‘Varney & Co.’ (foxbusiness )
Intel Disappointed Investors. For Corporate Customers, It’s Still Good Enough. (wsj )
Lululemon CEO Calvin McDonald Buys Up Disney Stock (barrons )
United CEO expresses ‘renewed confidence’ in Boeing after meeting with new leader Ortberg (cnbc )
China’s industrial output up 5.1 pct in July (cn )
Alibaba, JD.com, PBOC, & Economic Data Reviewed! (chinalastnight )
Fed’s Musalem Sees Interest-Rate ‘Adjustment’ Coming (barrons )
The U.S. Economy Is Still Strong. The Latest Data Make it Clear. (barrons )
Retail Sales Surged in July. The Fed Can Breathe a Sigh of Relief. (barrons )
Nike shares pop as Bill Ackman’s Pershing Square discloses a $229 million stake (streetinsider )
Estee Lauder stock upgraded by RBC Capital on improved risk-reward balance (investing )
How Walmart Allayed Worry About the U.S. Shopper and Sent Its Stock Soaring (barrons )
Jobless Claims Fall, Suggesting Continued Labor Market Strength (barrons )
Cooling July Inflation Sets Stage for Fed’s September Rate Cut (wsj )
Michael Burry of ‘Big Short’ fame ups his bets on Chinese Internet stocks (marketwatch )
Tech war: China pumps up state subsidies for chip industry to counter US sanctions (scmp )
China’s July home prices fall at a slower pace as state support shows ‘some effect’ (scmp )
Nike is a great brand that’s just out of favor, says 13D Monitor’s Ken Squire (cnbc )
Alibaba Continues Solid Core Businesses Growth, Ups Share Repurchasing in June Quarter (alizila )
Advance Auto Parts Inc (AAP) Faces Activist Pressure By Third Point (yahoo )
China’s Government Bond Issuance Set to Surge Amid Buying Frenzy (bloomberg )
Michael Burry Raises Alibaba Stake, Cuts Stock Portfolio in Half (bloomberg )
Buffett’s Berkshire Added Ulta Beauty, Heico in Second Quarter (bloomberg )
Cooling Inflation Sets Stage for Rate Cut Next Month (wsj )
Want a Deal on a Used Car? Buy An EV. (barrons )
Mag 7 Insiders Aren’t Buying Stock Dips (barrons )
Nike Is In, Tech Stocks Are Out. What These Big Investors Are Buying and Selling. (barrons )
Stanley Druckenmiller trims holdings of ‘Magnificent Seven’ names (marketwatch )
Alibaba Is About to Post Earnings. Why the Stock Can Shake Off China’s Economic Struggles. (barrons )
Fed’s Goolsbee Says He’s Growing More Concerned About Employment (bloomberg )
The July CPI Clears a Low Hurdle for a September Rate Cut (wsj )
Home Depot’s stock bounces as home improvement demand may have just bottomed (marketwatch )
Why the bull market in stocks can continue despite a brutal start to August (marketwatch )
Wells Fargo strategist says investors may face 1995 rerun once Fed cuts rates (marketwatch )
Seth Klarman’s Baupost Group cuts stake in Alphabet and snaps up Humana (marketwatch )
Mortgage rates fall for a second week in a row — and refinances soar 117% (marketwatch )
Intel has sold its stake in Arm after a big rally for the chip-design stock (marketwatch )
BofA Survey Shows Optimism on Big Tech, Soft Landing Is Unbroken (bloomberg )
Starbucks Stock Soared After Naming a New CEO. What History Says Happens Next. (barrons )
Tencent profit jumps 82% on back of strong video gaming, ad growth (scmp )
Tencent Music Entertainment & HUYA Beat, MSCI Index Review (chinalastnight )
Southwest Activist Piles on Pressure. Why Elliott Smells Blood After Starbucks Win. (barrons )
China expects air travel to hit a record in 2024 (cnbc )
China Delivers Another Harsh Verbal Warning to Bond Buyers (bloomberg )
The ‘crazy’ fix for Google’s monopoly that investors are whispering about (businessinsider )
Alibaba Cloud: Paris 2024 Olympics’ Cloud Broadcast Surpasses Satellite Broadcasts (aastocks )
Alibaba’s Lazada posts first monthly profit as Southeast Asia rivalry heats up (scmp )
There’s a hidden risk lurking for AI stocks in 2025 (businessinsider )
Ratings & TPs on BABA-SW (Table) (aastocks )
How China stocks could break out of the value trap (marketwatch )
Starbucks Ousts CEO, Taps Chipotle’s Niccol as Boss (bloomberg )
Producer Inflation Comes in Weak. How Fed Might Respond. (barrons )
Throughout History, Measuring Inflation Has Always Been Controversial (barrons )
Treasury yields turn lower after mild rise in U.S. July producer prices (marketwatch )
Real-estate stocks are bouncing back. Is the commercial property rout over? (marketwatch )
5 Big Takeaways From This Earnings Season (wsj )
China Goes to New Extreme in Crackdown on Bond-Market Frenzy (bloomberg )
US Small-Business Optimism Climbs to Highest Since February 2022 (bloomberg )
NYC’s Aging Midtown Buildings Lure Property Mogul Larry Silverstein (bloomberg )
The big ‘carry trade’ unwind is far from over, strategists warn (cnbc )
Baxter to sell its kidney-care business in a $3.8 billion deal to Carlyle Group (marketwatch )
How the stock market can predict the outcome of the presidential election (businessinsider )
Down 54%, Is It Time to Buy the Dip on This Growth Stock? (fool )
Disney Details Vast Theme Park Expansion Projects (nytimes )
What are the biggest stock market baggers of all time? (ft )
KE Holdings Beats, China “Tech 8” Forms Bullish Pattern (chinalastnight )
Small US Inflation Pickup Won’t Derail a Fed Rate Cut in September (bloomberg )
Disney Plots Villains-Themed Land, New Ships in Big Resorts Push (bloomberg )
Disney Shows ‘Moana 2’ Clip, Says ‘Toy Story 5’ and ‘Incredibles 3’ Coming (bloomberg )
Disney Details Vast Theme Park Expansion Projects (nytimes )
Everything we learned at Disney’s parks panel at the 2024 D23 Expo (cnbc )
Intel Stock May Have Bottomed at Tangible Book Value (barrons )
Medals by Team (bloomberg )
Hedge funds sold Japanese stocks at fastest rate in five years during recent Nikkei crash (marketwatch )
Starbucks Stock Is Rising on Report Another Activist Has Taken a Stake (barrons )
Leveraged funds roll back bets against yen by widest margin in years as carry trade unwinds (marketwatch )
Boomers Buying Houses Had It Bad in the ’80s. Millennials Have It Worse. (wsj )
How Intel AI platforms can help identify untapped athletic talent (cnbc )
Shanghai Disney Resort adding Spider-Man-themed roller-coaster ride to its web of appeal (scmp )
Boeing’s Going, and Its CEO is Already Gone (fool )