Be in the know. 18 key reads for Wednesday…

  1. China Assets Are ‘Ridiculously Cheap,’ Alberta Fund CEO Says (bloomberg)
  2. Banks Have Problems but Their Stocks Are Cheap. Here Are 5 Worth a Look. (barrons)
  3. China will just about meet its economic growth target of around 5% for this year, the latest Bloomberg survey shows (bloomberg)
  4. The Bull Case for the Stock Market Hinges on This Level for the S&P 500 (barrons)
  5. Amazon Prepares for FTC Fight. A Breakup Might Not Be the Worst Outcome. (barrons)
  6. For This Pro, China’s Slowdown Won’t Hold Back These Luxury Stocks (barrons)
  7. China Has Second Thoughts About Controlling Prices in Its Massive Housing Market (wsj)
  8. Europe’s Secret Weapon at the Ryder Cup Is a Data Geek Called Dodo (wsj)
  9. IPO Optimism Grows, Fueling Hope for Global Recovery (bloomberg)
  10. Amgen Could Get a Piece of the Obesity Market (wsj)
  11. China Starts Local Government Debt Swap Program (bloomberg)
  12. Musk Warns Biden-Backed 40% UAW Pay-Hike Risks Big 3 Bankruptcy (Again) (zerohedge)
  13. Nike (NKE) upgraded at CFRA as pullback makes shares more attractive (streetinsider)
  14. Rob Arnott sees ‘just near perfect environment for value’ stocks (streetinsider)
  15. Don’t write off Hong Kong and mainland China despite headwinds, analysts say (scmp)
  16. FTC’s Amazon antitrust lawsuit faces high bar in US court -experts (reuters)
  17. China Growth Target Hangs in Balance (bloomberg)
  18. Emerging markets are ‘big-time on sale’, says NFJ Investment’s John Mowrey (cnbc)

Be in the know. 20 key reads for Tuesday…

  1. Alibaba’s Cainiao Files for $1 Billion-Plus Hong Kong IPO (bloomberg)
  2. China’s economic situation isn’t as dire as it seems, and policymakers in Beijing were just expecting too much, economist says (businessinsider)
  3. This Is the ‘Perfect’ Time to Buy Value Stocks on Sticky Inflation, Rob Arnott Says (yahoo)
  4. Biden Heads to Strike. Can He Square Inflation and Unions? (barrons)
  5. Why Ford Struck a Deal (barrons)
  6. A Government Shutdown Is Close. What’s at Stake. (barrons)
  7. Hedge funds are boosting bets against U.S. stocks as selloff continues, Goldman Sachs says (marketwatch)
  8. 11 Beaten-Up Growth Stocks That Look Like Buys—and Aren’t Big Tech (barrons)
  9. Wall Street analysts expect the S&P 500 to rise 19% over the next 12 months. Here are their 10 favorite stocks. (marketwatch)
  10. Moody’s warns gov’t shutdown bad for USA’s credit — one month after Fitch downgrade (nypost)
  11. The Secret Ingredient of ChatGPT Is Human Advice (nytimes)
  12. Bond Traders Stung by Fed See US Shutdown as Next Big Wild Card (bloomberg)
  13. Hedge Funds Cut Stock Leverage at Fastest Pace Since 2020 Crash (bloomberg)
  14. Goldman Sachs: Buy these 22 stocks that will continue to outperform (businessinsider)
  15. Short Positions Pile Up in Nasdaq Futures, Citi Strategists Say (bloomberg)
  16. Government shutdown fears rattle US stocks, but history shows upside (streetinsider)
  17. The elusive Fed ‘soft landing’ nears. Why are Americans so mad about the economy? (reuters)
  18. Charlie Munger Emphasizes Self-Awareness And Strategy: ‘I Don’t Play In A Game Where The Other People Are Wise And I’m Stupid. I Look For A Place Where I’m Wise And They’re Stupid’ (yahoo)
  19. The Big Read. The debt-fuelled bet on US Treasuries that’s scaring regulators (ft)
  20. Economic & Diplomatic Progress Goes Unnoticed By Foreign Investors (chinalastnight)

Be in the know. 20 key reads for Monday…

  1. Freshippo Opens a Store a Day in September Expansion Frenzy (alibaba)
  2. Trendyol’s Path to Profitability in Pictures (alibaba)
  3. Amazon to Invest Up to $4 Billion in an AI Start-Up. It’s a Warning to Big Tech Rivals. (barrons)
  4. ‘Get off the train’: Citi CEO sends tough message on big overhaul (ft)
  5. The IPO Market Might Be Back. Why Investors Should Think Twice About Jumping In. (barrons)
  6. Utility Stocks Won’t Be This Cheap for Long—and Their Dividends Still Shine (barrons)
  7. One Auto Union Has Settled. Here Is What It Got From Ford. (barrons)
  8. Disney, Netflix, Other Media Stocks Rise With End in Sight for Hollywood Writers Strike (barrons)
  9. Opinion: This bargain-hunting fund manager is finding value in PayPal and other fintech stocks (marketwatch)
  10. Attention Office Resisters: The Boss Is Counting Badge Swipes (wsj)
  11. Ford’s Auto Workers in Canada Back Labor Deal With 15% Wage Bump (wsj)
  12. Theme Parks Pin Hopes on a Fall Rebound After Summer Flop (wsj)
  13. Ackman Doubles Down on Bond Short That’s Still Flawed (bloomberg)
  14. Secret ‘James Bond’ Tunnels May Become a Tourist Attraction (bloomberg)
  15. Opinion: Let’s debunk the bears’ top arguments against further stock market gains (marketwatch)
  16. Why traders aren’t buying the Fed’s ‘higher-for-longer’ vision (reuters)
  17. 6 Hong Kong share listings this week set to raise up to US$458 million (scmp)
  18. China Markets Rebound, Alibaba’s First Spinoff Approaches, Week in Review (chinalastnight)
  19. The US is on the brink of a new growth cycle (ft)
  20. Most strategies are focusing on ways to insulate China operations rather than reduce them (ft)

Be in the know. 15 key reads for Sunday…

  1. What the Fed is overlooking (scottgrannis)
  2. Starbucks invests $220 million in China’s coffee market expansion (technode)
  3. Alibaba to inject $2 billion into its Turkish unit as it doubles down on overseas plans (technode)
  4. Domestic US Banks See Big Deposit Outflows Last Week But Loan Volumes Picked Up (zerohedge)
  5. U.S. Dollar Double Top? (kimblechartingsolutions)
  6. Hedge funds rush to unwind bets against gilts (ft)
  7. America’s Billionaires Love Japanese Stocks. Why Don’t the Japanese? (wsj)
  8. How Rupert Murdoch Outfoxed American Media (forbes)
  9. Weekly Leading Economic Index (advisorperspectives)
  10. The Most Expensive Homes in Every State, From Alabama to Wyoming (robbreport)
  11. Review: Apple iPhone 15 Pro & Pro Max (maxim)
  12. A black market, a currency crisis, and a tango competition in Argentina (org)
  13. How Dumb Money Got So Smart (townandcountrymag)
  14. How Hollywood insures its biggest stunts (thehustle)
  15. Rory McIlroy says amateurs are ‘pretty scared’ of this shot. Here’s his easy fix (golf)

Be in the know. 23 key reads for Saturday…

  1. Disney Stock Could Climb 50%, J.P. Morgan Says (barrons)
  2. China Market Gloom Spurs Fund Managers to Seek for Hidden Gems (bloomberg)
  3. Tech money is finally flowing again, and it may be just the beginning (marketwatch)
  4. Yields Are Near Their Peak. You Shouldn’t Wait to Buy Bonds. (barrons)
  5. Bank Stocks Are Stronger Than You Think. It’s Time to Get In. (barrons)
  6. Las Vegas Sphere’s Debut Could Lift 3 Dolan-Linked Stocks (barrons)
  7. This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying. (barrons)
  8. China Is in Trouble, but It’s Not as Bad as Some Think (barrons)
  9. The Stock Market’s Drop Was the Worst Since March. Is It September or Something More Sinister? (barrons)
  10. UAW Strikes at More GM and Stellantis Sites, But Spares Ford (wsj)
  11. Novel Approach Would Avoid Shutdown, Force Congress to Keep Working (wsj)
  12. Five Clues to Where the UAW Strike Is Headed Next (wsj)
  13. The Hedge Fund Meltdown That Rescued Your Stock Portfolio (wsj)
  14. Advance Auto Parts Insider Bought Up the Embattled Stock (barrons)
  15. Auto parts makers’ stocks rally, as UAW’s expanded strike provides a boost (marketwatch)
  16. The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs. (marketwatch)
  17. S. and China Agree to New Economic Dialogue Format (nytimes)
  18. Raffles London and the new era of super-luxe hospitality (ft)
  19. Sam Corcos, Co-Founder of Levels — The Ultimate Guide to Virtual Assistants, 10x Delegation, and Winning Freedom by Letting Go (Plus: Creating Leverage with Tools, Systems, and Processes) (#694) (tim)
  20. Part 3: 10 Of The Best Stock Market Investing Books Of All Time (2023) (acquirersmultiple)
  21. How Shipping Helps Explain the World (bwater)
  22. 10 Best Value Stocks to Buy for the Long Term (morningstar)
  23. Warren Buffett on Living Off Dividends In Retirement (dividendgrowthinvestor)