Be in the know. 10 key reads for Sunday…

  1. Anil Kashyap on the Two Types of Fed Balance Sheet Operations (bloomberg)
  2. Luscious Views, Perfect Pasta, and Secret Hideaways: 4-Day Weekend on the Amalfi Coast (mensjournal)
  3. Retail Needs Some Therapy as Cautious Consumers Trade Down (wsj)
  4. Airbnb Should Be a Sleeper Hit (wsj)
  5. Why Interest Rate Cuts Won’t Fix a Global Housing Affordability Crisis (nytimes)
  6. How to fix a housing shortage (npr)
  7. Kamala’s tax proposals (scottgrannis)
  8. Pagani Will Keep Making V-12 Hypercars Because Its Customers Don’t Want Hybrids or EVs (robbreport)
  9. What to Watch For Next When the Fed Starts Cutting Rates (bloomberg)
  10. Jeff Bezos’ new $80 million ride (foxbusiness)

Be in the know. 20 key reads for Saturday…

  1. Alibaba shares jump after it completes three-year regulatory overhaul (nbc)
  2. Intel is trading at ‘tangible book’: Thomas Hayes (foxbusiness)
  3. Biotech Stocks Are Showing Signs of Life. Why the Rally Could Continue. (barrons)
  4. He Raised Disney Park Prices—and Fans Still Love Him. Now He’s on the CEO Shortlist. (wsj)
  5. Intel working with bankers to present board with strategic options, sending shares up 10% (cnbc)
  6. Consumer sentiment improves a bit more in late August (marketwatch)
  7. Intel Weighs Options Including Foundry Split to Stem Losses (bloomberg)
  8. The North Face/Vans Parent Sees Big Insider Stock Buy (barrons)
  9. Dollar General Blamed the Economy for Poor Earnings, but This Was the Cause (barrons)
  10. A population decline stemming from falling birthrates and tighter immigration policies could derail America’s prosperity. Politicians of both persuasions are promising to help families. (barrons)
  11. Fed’s Preferred Inflation Gauge Stays on Cooling Trend (barrons)
  12. Intel Considers a Radical Reform, Report Says. Why It Could Spell the End for CEO Pat Gelsinger. (barrons)
  13. Eurozone Inflation Closes in on ECB Target (wsj)
  14. The Threat to OpenAI Is Growing (wsj)
  15. How a Corporate Tax Rate Change Could Impact Companies’ Growth, Investment (wsj)
  16. Lululemon promises to crank out new styles after ‘Breezethrough’ fiasco, embarrassing reviews (nypost)
  17. Chinese central bank’s $56bn debt purchase sparks talk of bond market intervention (ft)
  18. How Nike Ran Into Trouble (bloomberg)
  19. 94 Investing Lessons from Warren Buffett (dgi)
  20. Check Into These Classic Italian Luxury Hotels in Tuscany and Milan (maxim)

 

Be in the know. 13 key reads for Friday…

  1. Alibaba wins Beijing’s approval in end to years-long scrutiny (finance.yahoo)
  2. IBM Cloud to offer Intel’s Gaudi 3 AI chips next year (techcrunch)
  3. Intel Weighs Options Including Foundry Split to Stem Losses (finance.yahoo)
  4. Yuan Hits Strongest in Over a Year as Flows Offset Fundamentals (bloomberg)
  5. Disney CEO Bob Iger says he’s ‘obsessed’ with finding his replacement. The clock is ticking. (finance.yahoo)
  6. China PBOC Starts Bond Trading After Warning of Market Stampede (bloomberg)
  7. Dell Stock Rises on Strong Earnings. AI Server Demand Is Booming. (barrons)
  8. Lululemon’s diagnosis of its current woes? Not enough ‘newness.’ (marketwatch)
  9. ‘The Claman Countdown’ panelists Scott Bauer and Thomas Hayes react to Nvidia beating estimates. (foxbusiness)
  10. Yen’s Rapid Advance Pressures Earnings Once Thought Easy to Beat (bloomberg)
  11. Chinese central bank’s $56bn debt purchase sparks talk of bond market intervention (ft)
  12. China’s internet users near 1.1 billion, driven by short videos and mobile payments (scmp)
  13. How golfing — and putting in particular — can be applied to investing, according to one strategist (marketwatch)