Be in the know. 12 key reads for Sunday…

  1. Citigroup CEO Jane Fraser on layoffs, major overhaul: ‘Don’t have room for bystanders’ (nypost)
  2. House Passes Bill to Avert Government Shutdown, Sends to Senate (bloomberg)
  3. Huawei Takes Revenge as China Catches Up on Semiconductors (bloomberg)
  4. Portugal Upgraded to A- by Fitch on Declining Debt Ratio (bloomberg)
  5. What Worries UAW’s Striking Workers, in Their Own Words (bloomberg)
  6. The Fed is throwing ‘kerosene on the fire’ and needs to end rate hikes as inflation is probably already at 2%, billionaire real estate mogul Barry Sternlicht says (businessinsider)
  7. Apple Says Software, Apps Behind iPhone Overheating; Fix Coming (bloomberg)
  8. How Elon Musk’s Starlink Sparked a New Kind of Space Race (bloomberg)
  9. Atari 2600+ sees its future in retro gaming (cnbc)
  10. Shane Parrish on Wisdom from Warren Buffett, Rules for Better Thinking, How to Reduce Blind Spots, The Dangers of Mental Models, and More (#695) (tim)
  11. 10 Undervalued Wide-Moat Stocks (morningstar)
  12. The Big Read. What Lina Khan’s antitrust case could mean for Amazon (ft)

Be in the know. 10 key reads for Saturday…

  1. China’s economy stabilises, factory activity returns to expansion (reuters)
  2. How a government shutdown could complicate Fed’s fight against inflation (marketwatch)
  3. Disney+ password-sharing crackdown reportedly coming soon (foxbusiness) 
  4. Intel’s stock scores its hottest quarterly winning streak since 2010 (marketwatch) 
  5. Yellen warns government shutdown would be ‘dangerous and unnecessary’ (foxbusiness) 
  6. Investors are pouring money back into global stocks following biggest outflow of the year (marketwatch) 
  7. September Is Over. It’s Time to Buy Stocks. (barrons) 
  8. ‘This Is Not a Covid Vaccine Company,’ Moderna CEO Says (barrons) 
  9. Dollar Tree Insider Bought the Beaten-Down Stock (barrons) 
  10. ASTON MARTIN UNVEILS F1-INSPIRED VALHALLA HYPERCAR (maxim) 

Be in the know. 20 key reads for Friday…

  1. China’s Economy Improves in September, Satellite Data Show (bloomberg)
  2. Alibaba, NIO, XPeng Climb. Chinese Businesses Get a Regulatory Boost. (barrons)
  3. Automakers grow frustrated over pace of UAW negotiations as new strike deadline looms (cnbc)
  4. China Looks to Relax Data Rules to Allay Business Fears (bloomberg)
  5. Intel hails ‘landmark’ as high-volume EUV production begins at Irish plant (yahoofinance)
  6. 10-year Treasury yield falls from 15-year high after Fed’s preferred inflation gauge eases (cnbc)
  7. US Core PCE Prices Post Smallest Monthly Rise Since Late 2020 (bloomberg)
  8. Bank Stocks See Big Insider Buys (barrons)
  9. Bonds Remain Oversold After Fastest Yield Rise On Record (zerohedge)
  10. ‘I see more fear than anytime in my business career,’ says BlackRock’s Larry Fink (marketwatch)
  11. House Passes Some Late-Night Bills. Shutdown Still Looking Likely. (barrons)
  12. Buy This Defense Stock. It’s Cheap, and a Shutdown Won’t Hurt It for Long. (barrons)
  13. Nike Sees ‘Very Strong’ Demand in Year Ahead. The Stock Rallies.(barrons)
  14. Nvidia and Other Chip Stocks Had a Terrible September. Wall Street Remains Upbeat. (barrons)
  15. Where Did All the Dark-Suited Japanese Businessmen Go? (nytimes)
  16. Europe’s Richest Royal Family Builds $300 Billion Finance Empire (bloomberg)
  17. Forget the sell-off – Tech stocks have a ‘springboard for growth’ into 2024 that Wall Street has underestimated (businessinsider)
  18. Here Is What Stops, And What Doesn’t, When The Government Shuts Down This Weekend (zerohedge)
  19. Eurozone inflation hits two-year low (ft)
  20. S&P 500 Quarterly Returns (carson)