Category: What I’m Reading Today

Be in the know. 15 key reads for Monday…

  1. China Adviser Calls for Lifting Consumption Close to Half of GDP (bloomberg)
  2. Chinese households have amassed record savings. That’s now fueling a stock market boom (cnbc)
  3. Chinese Stock Euphoria Spreads as Turnover Tops $430 Billion (bloomberg)
  4. Powell’s Dovish Pivot Brightens Analyst Views on Asian Markets (bloomberg)
  5. China M&A back on upwards trajectory amid favourable market conditions (scmp)
  6. Fed pivot bolsters world stocks, China shares at highest since 2022 (reuters)
  7. Temu Owner PDD Holdings Stock Soars. How Its Earnings Smashed Expectations. (barrons)
  8. Stablecoins are set to reshape the multitrillion-dollar US Treasury market (yahoo)
  9. Small-cap stocks surged on Friday — and now, they’ve finally busted out of a range (marketwatch)
  10. Tech Rally Shows Signs of Losing Steam (wsj)
  11. What Record Margin Debt Tells Us About Today’s Stock Market (wsj)
  12. Inside Intel’s Tricky Dance With Trump (wsj)
  13. It’s Now Twice As Expensive To Buy An Entry-Level Home Than Rent (zerohedge)
  14. Boeing Heads Into Union Showdown as Activism Ripples Across Aerospace (bloomberg)
  15. German Business Outlook Unexpectedly Hits Highest Since 2022 (bloomberg)

Be in the know. 13 key reads for Sunday…

  1. Rumor: Nintendo Is Doing Business With Intel In The Future (gameranx)
  2. AWS chooses Intel again (techzine)
  3. To survive, Intel must break itself apart (economist)
  4. China is quietly upstaging America with its open models (economist)
  5. China reports surge in token consumption as AI applications expand (technode)
  6. The appeal of small-cap stocks (scottgrannis)
  7. Fed is ‘dovish’ again and that’s a ‘green light’ for small caps, Fundstrat’s Tom Lee says (cnbc)
  8. Lots More on What Just Happened With the Fed at Jackson Hole (bloomberg)
  9. Home sales are ticking up — and more are coming to market (npr)
  10. Trump weighs using $2 billion in CHIPS Act funding for critical minerals, sources say (yahoo)
  11. The ESPN app has landed: ‘We can’t look at this launch as a movie opening’ (fastcompany)
  12. Nissan Xterra and Pathfinder Are Coming Back as Body-on-Frame, Hybrid SUVs: Report (thedrive)
  13. The EV tax credit ends soon — but there’s a little bit of wiggle room for car buyers (npr)

Be in the know. 18 key reads for Saturday…

  1. Powell Sends Strongest Signal Yet That Interest Rate Cuts Are Coming (nytimes)
  2. US Treasuries Soar as Powell Says Risks May Warrant Rate Cut (bloomberg)
  3. Fed Officials Erase Old Policy That Tolerated Higher Inflation (wsj)
  4. Powell Highlights Job Market Worries, Opening Path to Rate Cut (wsj)
  5. Key Takeaways From Fed Chair Powell’s Jackson Hole Speech (bloomberg)
  6. US small caps, housing stocks rally as Powell opens door to rate cuts (reuters)
  7. Everyone Short Russell… What Could Go Wrong? (zerohedge)
  8. Investors look to S&P’s ‘forgotten 493’ stocks as megacap tech wobbles (ft)
  9. Trump, Intel Agree to 10% U.S. Stake as President Promises More Deals (wsj)
  10. ESPN and MLB Are Closing In on a 3-Year Pact Worth Around $1.65 Billion (wsj)
  11. Tariff revenue will cut US deficits by $4tn over next decade, fiscal watchdog says (ft)
  12. Boeing, Striking Defense Workers Union to Start Talks Monday (bloomberg)
  13. The summer box office sizzled, but brace for a cooldown until November (cnbc)
  14. Why Skate and Other Vulcanized Sneakers Are Poised for a Major Comeback (wwd)
  15. Chinese Stocks Hit New Highs. Why Momentum Could Continue. (barrons)
  16. China Stocks Hit New 10 Year HIgh, On Verge Of Historic Breakout (zerohedge)
  17. China proposes draft rules on internet platform pricing (reuters)
  18. 12 Cheap Consumer Stocks for a Rocky Market (barrons)

Be in the know. 19 key reads for Friday…

  1. Jeep Cherokee Resurrected as Hybrid SUV to Reverse Sales Slump (bloomberg)
  2. US Existing-Home Sales Rise as Price Growth Simmers Down (bloomberg)
  3. July Home-Price Gains Were the Weakest Since 2023. This Economist Says Broader Declines May Be Ahead. (barrons)
  4. Mortgage Rates in the US Hold at the Lowest Level Since October (bloomberg)
  5. Home Depot, Lowe’s Target Pro Businesses to Boost Revenue (wsj)
  6. Divisions Grow Inside Fed Ahead of Decision on September Rate Cut (wsj)
  7. Fed officials lukewarm on September rate cut as markets await Powell speech (reuters)
  8. Rise in US jobless claims adds to signs of labor market softness (reuters)
  9. US Manufacturing Activity “Unexpectedly” Soars To Highest Since 2022 (zerohedge)
  10. Defense Stocks Are Having a Great Year. These 12 Have More Room to Run. (barrons)
  11. The Best Consumer Defensive Stocks to Buy (morningstar)
  12. Stocks In Longest Selloff Since January As Tech Continues To Dump, But Small Caps Jump (zerohedge)
  13. This is the critical detail that could unravel the AI trade: Nobody is paying for it. (marketwatch)
  14. ESPN Launches New Streaming Service at Key Moment for Television (barrons)
  15. Disney CEO Bob Iger: We believe the new app will ‘contribute nicely’ to ESPN’s bottom line over time (youtube)
  16. Intel Has Lots of Problems. Money Doesn’t Top the List. (barrons)
  17. Nvidia looking to halt H20 chip production after China cracks down on purchases, reports say (cnbc)
  18. Chinese Lithium Trading Spikes Amid Volatility, Supply Concerns (bloomberg)
  19. Big Pending China Deals for Boeing, Airbus Set Comac Back Again (bloomberg)

Be in the know. 22 key reads for Thursday…

  1. Disney’s new ESPN flagship streaming app launches Thursday. Here’s what we know (cnbc)
  2. Disney’s new ESPN app reaches for sports fans outside cable TV (reuters)
  3. New ESPN, Fox Streaming Services Join a Baffling Landscape for Fans (wsj)
  4. Stifel initiates Cooper-Standard Holdings stock with Buy rating (investing)
  5. 12 Small-Cap Stocks That Should Outperform as the Fed Cuts Rates (barrons)
  6. What Happens When The Fed Cuts At The Highs? (zerohedge)
  7. Healthcare Stocks Are Trading at Their Biggest Discount in 30 Years. Why a Turnaround May Have Already Started. (barrons)
  8. Boeing in Talks to Sell as Many as 500 Planes to China (bloomberg)
  9. Alibaba says smart car spinoff Banma plans to list shares in Hong Kong (cnbc)
  10. Exclusive: China considering yuan-backed stablecoins to boost global currency usage, sources say (reuters)
  11. EU, US Reach Agreement on Joint Statement Outlining Trade Deal (bloomberg)
  12. Euro-Zone Business Activity at 15-Month High Despite Tariffs (bloomberg)
  13. America’s Housing Crisis Is a Job for Congress (bloomberg)
  14. Fed Minutes Show a Growing Disagreement Over Rate Cuts (barrons)
  15. Interviews To Replace Fed Chair To Start After Labor Day, Bessent Says (zerohedge)
  16. AI Is Ushering in a ‘Power Revolution.’ Buy These 5 Energy Stocks, Melius Says. (barrons)
  17. Estée Lauder Cuts Some Prices Despite the Continued Tariff Toll (bloomberg)
  18. RBC Capital raises Estee Lauder stock price target to $107 on solid results (investing)
  19. Intel: BofA breaks down pros and cons of a potential U.S. government stake (streetinsider)
  20. Companies have invested billions into AI, 95 percent getting zero return (thehill)
  21. More U.S. Companies Plan to Slow Hiring in Second Half of 2025 (wsj)
  22. Meta Freezes AI Hiring After Blockbuster Spending Spree (wsj)

Be in the know. 21 key reads for Wednesday…

  1. A Bet on QXO Stock Is a Bet on This Billionaire. Why It’s Time to Buy. (barrons)
  2. US Housing Starts Rise to Five-Month High, Led by Multifamily (bloomberg)
  3. Lowe’s Boosts Full-Year Outlook, Shrugging Off Slow Housing Market (wsj)
  4. Trump again attacks Fed chair, says Powell ‘hurting’ the housing industry (reuters)
  5. Scott Bessent bets on stablecoins to bolster demand for Treasuries (ft)
  6. Intel, SoftBank Discussed a Sale. Now, a Cash Infusion Will Accelerate American AI. (wsj)
  7. Intel Rescue Will Depend on Trump as Investor — and Pitchman (bloomberg)
  8. Why the Russell 2000 has a real chance to beat the S&P 500 — finally (marketwatch)
  9. The Biggest Stocks Are Still Winning. Why There’s Hope for the Whole Market. (barrons)
  10. Where to Invest When Nothing Looks Cheap (morningstar)
  11. Why 2025 Is the Year to Invest in International Stocks (morningstar)
  12. Funds With $617 Billion Turn Less Bearish on China, Survey Shows (bloomberg)
  13. Hong Kong Regains IPO Crown as Exchange Operator Posts Record Earnings (wsj)
  14. Alibaba, Ant combine forces to take on Meituan in China’s instant commerce market (scmp)
  15. Bessent Says China Tariff Status Quo ‘Working Pretty Well’ (bloomberg)
  16. US Targets Chinese Steel and Lithium for Forced-Labor Scrutiny (bloomberg)
  17. Estée Lauder Sees Sales Growth in Early Sign of Turnaround (bloomberg)
  18. Estee Lauder forecasts annual profit below estimates as tariffs hit (reuters)
  19. As Nuclear Stalls, Oil Could Be the Surprise Winner. 3 Stocks to Buy Now. (barrons)
  20. ESPN launches streaming bundle with RedZone and NFL Network for $40 monthly (investing)
  21. Truist Securities raises Etsy stock price target to $75 on positive data (investing)

Be in the know. 22 key reads for Tuesday…

  1. SoftBank Invests $2 Billion in Intel as U.S. Considers Taking 10% Stake in Chip Maker (wsj)
  2. Bessent: U.S. investment in Intel would be a conversion of grants and possible increase to help Intel stabilize (investing)
  3. Intel’s CEO Draws Support for Revival From SoftBank, Trump (bloomberg)
  4. Bank of America suggests the era of the biggest stocks dominating markets ‘may be done’ (yahoo)
  5. No Investment Strategy Works Forever—Not Even for the Mag 7 (barrons)
  6. Where to Invest Right Now: How to Profit From a Weak US Dollar (bloomberg)
  7. China’s Stock Rally Has the Makings of a Durable Bull Run (bloomberg)
  8. Chinese Stocks Surge To A 10 Year High (zerohedge)
  9. US underestimating China’s AI progress, OpenAI’s Sam Altman says (scmp)
  10. Alibaba, Baidu lead China’s AI cloud boom as market surges 55% to US$2.7 billion (scmp)
  11. Exclusive: Nvidia working on new AI chip for China that outperforms the H20, sources say (reuters)
  12. China EV Sector Invests More Abroad Than at Home for First Time (bloomberg)
  13. U.S. companies delivered the biggest earnings beat since Q1 ’22 (streetinsider)
  14. S&P affirms US ‘AA+’ credit rating, cites tariff revenue (reuters)
  15. Home builders boost sales incentives to 5-year high as they struggle to sell newly built homes (marketwatch)
  16. Home Depot Sees Sales Rise, Shrugging Off Slow Housing Market (wsj)
  17. LNG Demand, Prices to Rise Further This Year, Woodside CEO Says (bloomberg)
  18. How Much Energy Does ChatGPT’s Newest Model Consume? (zerohedge)
  19. How to Invest Like Warren Buffett (morningstar)
  20. Crown Castle stock rating upgraded to Outperform by BMO Capital (investing)
  21. Options Traders Brace for Big Tech Selloff With ‘Disaster’ Puts (bloomberg)
  22. SPACs, Meme Stocks, and Hot IPOs Are Back. Why That’s a Warning for Markets. (barrons)

Be in the know. 14 key reads for Monday…

  1. Goldman’s Kostin Says S&P 500 Earnings Surge Past Expectations (bloomberg)
  2. The Magic Force Driving US Stocks to Records? Earnings Upgrades (bloomberg)
  3. Russel earnings revisions breaking out for the first time in 3 years (zerohedge)
  4. Money Managers Say Rally in Europe’s Small Stocks Has Just Begun (bloomberg)
  5. Hedge Funds Turn Bullish, Buy US Stocks At Fastest Pace In 7 Weeks (zerohedge)
  6. Investors are plowing into homebuilder stocks. Will Jackson Hole prove them wrong? (marketwatch)
  7. Foreigners Are Buying US Homes Again While Americans Get Sidelined (bloomberg)
  8. Goldman Sachs sees Fed cutting 3 times this year (streetinsider)
  9. Energy supermajors are betting big on LNG, shrugging off peak gas predictions (cnbc)
  10. China Stock Rally Sends Shanghai Benchmark to Decade High (wsj)
  11. China’s Capital Outflows Hit Record Amid Liberalization Push (bloomberg)
  12. China steps up tax crackdown on overseas investments (ft)
  13. Detroit Needs a New Direction (bloomberg)
  14. Basham: The health care sector was overdue for a bounce (youtube)

Be in the know. 11 key reads for Sunday…

  1. New-Vehicle Inventory Returns to Pre-Tariff levels As EV Sales Accelerate and Incentives Rise (coxauto)
  2. Japan’s carmakers are trying to tinker their way out of tariff pain (economist)
  3. Acura Confirms Pivot From Full EV Lineup, Expect More ICE and Hybrids (thedrive)
  4. Ford’s Answer to China: A Completely New Way of Making Cars (wired)
  5. BMO’s Joel Jackson has a $125 price target on lithium miner Albemarle. Here’s why (youtube)
  6. What might Trumpian meddling mean for Intel? (economist)
  7. S&P 500 Earnings Provide Another Upside Surprise (seeitmarket)
  8. SZA Joins Vans as Its First Artistic Director in a Multiyear Partnership (wwd)
  9. China’s $11 Trillion Stock Market Is a Headache for Both Xi and Trump (bloomberg)
  10. Redfin CEO Glenn Kelman on Why Housing Feels Hopeless (theatlantic)
  11. Typical Homebuyer’s Monthly Payment Down More than $200 From May Peak, With September’s Anticipated Interest Rate Cut Already Priced Into Mortgage Rates (redfin)

Be in the know. 15 key reads for Saturday…

  1. Mainland Chinese Investors Buy Record Amount of Hong Kong Stocks (bloomberg)
  2. China’s Ant Group says Bright Smart deal on track following report of delay (reuters)
  3. Chinese Economy’s Worst Month of 2025 Puts Stimulus Back in Play (bloomberg)
  4. Foreign Holdings of Treasuries Climbed to a Record High in June (bloomberg)
  5. Lennar, D.R. Horton, Other Builder Stocks Jump. Why They Got a Buffett Bump. (barrons)
  6. As Tech Stocks Rally, Risk Rises. Why Energy and Healthcare Could Be Options. (barrons)
  7. Defensive stocks’ offensive performance (ft)
  8. Trump Administration Eyeing Chips Act Funds for Intel Stake (bloomberg)
  9. A Trump Intel Stake Could Make National Security the New ‘Too Big to Fail’ (barrons)
  10. Intel CEO’s ‘Amazing Story’ Has Helped Make Him a Billionaire (bloomberg)
  11. Fed’s Daly: Two rate cuts, more or less, appropriate this year (reuters)
  12. Consumers May Just Keep This Stock Rally Going (barrons)
  13. Here’s What Hedge Funds Bought And Sold In Q2: Full 13F Summary (zerohedge)
  14. US credit spreads hit lowest level this century after sharp rally (ft)
  15. Why Haven’t Tariffs Boosted Inflation? This Theory Is Gaining Traction (wsj)