Be in the know. 15 key reads for Sunday…

  1. The Life Cycle of Market Champions (bridgewater)
  2. The Folly of Certainty (howard marks)
  3. How Benjamin Graham Survived World Panic on Wall Street (#17) (beyondbengraham)
  4. 10 of the Best Small-Cap Stocks to Buy Today (com)
  5. The White-Collar Hiring Rut Is Here. That’s Bad News for Young College Grads. (wsj)
  6. He Was a 2,500-to-1 Long Shot. Now He May Win the British Open. (wsj)
  7. DOJ says ‘substantial progress’ made toward final plea agreement with Boeing but needs more time (cnn)
  8. The Best Performing Stock in the Past Century (dgi)
  9. The life secret Jerry Seinfeld learned from Esquire (washingtonpost)
  10. ‘Cobra Kai’ Moves Up Season 6, Part 2 On Netflix—Here’s The New Release Schedule (forbes)
  11. First Drive: The Lotus Emeya Targets Porsche, Mercedes, and Lucid With Its 905 HP Performance (robbreport)
  12. Why Monte Carlo Is The Crown Jewel Of The French Riviera (maxim)
  13. Meet The RB17, Red Bull’s F1-Rivaling Hypercar That You Can Actually Buy (maxim)
  14. China accounts for nearly half of ASML’s Q2 revenue despite Dutch export restrictions (technode)
  15. Ant Group sees insurance business boom with 30% y-o-y growth in claim payouts in H1 (technode)

Be in the know. 20 key reads for Friday…

  1. Third Plenum Promises to Fix “Insufficient Demand”, Week in Review (chinalastnight)
  2. Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
  3. Why the Fed Should Cut Rates Now—Not Wait Until September (wsj)
  4. Big Tech shares lose lustre as US market rocked by violent rotation (ft)
  5. Why Income Seekers Should Consider Buying High Yield Dividend Stocks Now (barrons)
  6. American Express Profit Rises 39% as Affluent Consumers Keep Spending (barrons)
  7. Here’s how stocks performed the last time a president ended a re-election bid — in 1968 (marketwatch)
  8. This bearish strategist says there is a bubble in artificial-intelligence stocks, and it could be about to burst (marketwatch)
  9. Small-cap stocks are perking up. Here’s how to pick winners. (marketwatch)
  10. Citi advises investors to ‘election proof’ their portfolios — here’s how (marketwatch)
  11. Ford to Invest $3 Billion in Canada to Boost F-Series Pickup Production (wsj)
  12. Homeowners Couldn’t Build Pools Fast Enough During Covid. The Tide Might Be Turning. (wsj)
  13. Get Ready to Pay More for Less-Reliable Electricity (wsj)
  14. Amazon Prime Day 2024 breaks record, bumps US online sales to $14.2B (nypost)
  15. Why Is the Oil Industry Booming? (nytimes)
  16. More Gas Cars and Trucks, Fewer E.V.s as Automakers Change Plans (nytimes)
  17. China’s Leaders Offer High Hopes, but Few Details for Road to Recovery (nytimes)
  18. Millionaires Outpriced by Billionaires Flock to Florida’s Fort Lauderdale (bloomberg)
  19. High-tariff push roils Shein, Temu operations in South Africa, EU, other markets (scmp)
  20. BABA Demands Each Biz to Have ‘Sense of Operation’ & Further Clarify Focus of Inputs – Report (aastocks)

 

Be in the know. 30 key reads for Thursday…

  1. Analysts believe China is more likely to have “positive” trade outcomes under a Trump presidency, given his “transactional nature.” (cnbc)
  2. China’s biggest money manager says fears about growth, corporate earnings excessive (scmp)
  3. Why Intel’s stock avoided the semiconductor sector’s worst selloff in four years (marketwatch)
  4. China’s biggest ETFs see huge inflows in latest sign of state buying amid third plenum (scmp)
  5. Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
  6. Initial Jobless Claims in US Increase by Most Since Early May (bloomberg)
  7. Trump-Vance Administration Could Herald New Era for Dollar (nytimes)
  8. Full text: Communique of the Third Plenary Session of the 20th Central Committee of the Communist Party of China (people.cn)
  9. Ford Is Adding Capacity. Super Duty Trucks Are Seeing Surging Demand. (barrons)
  10. Google Is The Great Tech Disrupter. AI Upstarts Have It In Their Crosshairs. (investors)
  11. ECB Keeps Rates on Hold Having Forged Ahead of Fed With a June Cut (barrons)
  12. Amazon Has a $46 Billion ‘Hidden Gem’ to Boost Revenue (barrons)
  13. Alibaba, Tencent and Other Emerging Market Stocks This Investing Pro Likes (barrons)
  14. Delta Air Lines Director Buys Large Block of Stock (barrons)
  15. Magnificent 7 Stocks Got Hammered. Why It’s Not Time to Buy the Dip, and 4 Other Things to Know Today. (barrons)
  16. Third Plenum Communique: CN to Deepen Financial & Taxation Reform, Increase Capacity of Opening-up Through Expanding Int’l Co-op (aastocks)
  17. Bank Stocks Celebrate Return of M&A, Ignore the Health of the Consumer (barrons)
  18. The Smallest Stocks Have Staged an Epic Rally. Here’s What to Do Next. (barrons)
  19. Country Music Is Booming Again. This Time, the Fans Are in Charge. (wsj)
  20. Ray-Ban Maker EssilorLuxottica to Buy Supreme Brand for $1.5 Billion (wsj)
  21. Foreign Buyers of U.S. Homes Pay Record Prices, but Sales Dwindle (wsj)
  22. (China) Officials reaffirmed a 5% growth target for this year (wsj)
  23. Two top Fed officials hint rate cuts could come this year as inflation cools (nypost)
  24. GM to increase production of high-performance Cadillac Escalade V8 SUV (cnbc)
  25. Can Boeing get back to its glory days? (cnbc)
  26. U.S.-China tensions are not a ‘new Cold War,’ veteran Singapore diplomat Bilahari Kausikan says (cnbc)
  27. Is the Worst Over for New York Offices? (wsj)
  28. Big central banks are starting to cut rates, slowly (reuters)
  29. Ford pivots from EV plans to heavy-duty trucks at Canada facility (finance.yahoo)
  30. CPC Central Committee adopts resolution on further deepening reform comprehensively (people.cn)