Be in the know. 15 key reads for Tuesday…

  1. Markets Show Signs of Reflation. Where to Invest Now. (barrons)
  2. Bank of America: The stock market is primed for a 25% rally in the next 12 months. These 6 industries hold the best opportunities. (businessinsider)
  3. Apple iPhone 15 Deals Are Out. What They Mean for T-Mobile, AT&T, Verizon Stocks. (barrons)
  4. Latest UAW Threat: Strikes at More Ford, GM Plants If No ‘Serious Progress’ by Friday. (barrons)
  5. Instacart Sets Its IPO Price at $30 a Share. Trading Starts Soon. (barrons)
  6. S. economy is trending in the Fed’s direction, so expect Powell to tread carefully this week (marketwatch)
  7. Carnival’s stock climbs after long-time bear says stop selling (marketwatch)
  8. GE HealthCare Stock Is Too Cheap, Says Analyst (barrons)
  9. CEO of Naspers and Prosus Steps Down (wsj)
  10. Disney to Invest $60 Billion in Theme Parks, Cruises Over Next Decade (wsj)
  11. Desperate NYC parents spending millions, lying, moving across the country to get kids into Ivy League schools (nypost)
  12. Amazon Opens a New Chapter for Its Gadget Business, and for Alexa (bloomberg)
  13. Treasury yields hold steady as investors await economic data, Fed meeting (cnbc)
  14. Goldman Sachs says the yield curve isn’t signaling a recession this time, but a restrictive Fed policy (businessinsider)
  15. Shelter will be the category driving disinflation going forward: JPMorgan Asset Management’s Berro (cnbc)

Be in the know. 15 key reads for Monday…

  1. Bond Market at Risk of Third Annual Loss Needs a Dot-Plot Rescue (bloomberg)
  2. US, China Officials Meet in Malta to Keep Channels Open (bloomberg)
  3. Beijing to support unicorns by fast-tracking IPO and large funding approvals (technode)
  4. Ant Group’s consumer credit unit secures RMB 4 billion consortium loan (technode)
  5. Taiwan Dollar Slump Seen Ending on China Recovery, Chip Outlook (bloomberg)
  6. Lineup Will Hold It Over Until Next Year (bloomberg)
  7. Where the Strike Stands. How to Read Offers From Auto Makers and the UAW. (barrons)
  8. New Cancer Drugs Are Changing the Odds. The Latest on Treatments. (barrons)
  9. Disney asset sales won’t break the bank, but they will move legacy media forward (cnbc)
  10. This Chinese partner could be the savior for beaten-down PayPal, Mizuho says (streetinsider)
  11. Meituan Says Sales in First 30 Mins of iPhone 15 Pre-order Exceed RMB200M (aastocks)
  12. Amazon Makes 3 Groundbreaking Announcements This Week That Hint at Its Future Growth Plans (fool)
  13. Those trying to pick AI winners should remember the dotcom days (ft)
  14. This stock market signal points to the S&P 500 surging 25% within the next year (businessinsider)
  15. UAW President Says Stellantis 21% Pay Hike Offer a ‘No Go’ (barrons)

Be in the know. 10 key reads for Sunday…

  1. Fewer Losers, or More Winners? (Howard Marks)
  2. Warren Buffett’s intrinsic value mantra might lead you to boring companies but predictable cash flows (financialpost)
  3. #395 – Walter Isaacson: Elon Musk, Steve Jobs, Einstein, Da Vinci & Ben Franklin (lexfridman)
  4. The 10 Best Dividend Stocks. These undervalued stocks with reliable dividends are worth considering. (morningstar)
  5. Automakers, UAW Spend Strike’s First Day in War of Words (bloomberg)
  6. Hedge Funds Hiked Bullish Oil Bets to 15-Month High on OPEC+ Cuts. Net long positions rise to highest level since June 2022 (bloomberg)
  7. Frontier Airlines CEO says workforce got ‘lazy’ during pandemic (foxbusiness)
  8. Fed unlikely to raise rates in November, says Goldman Sachs (reuters)
  9. What if Jerome Powell pulled off a soft landing and nobody noticed? It’s the economy’s Groundhog Day (fortune)
  10. How scientists are using artificial intelligence (economist)

Be in the know. 20 key reads for Saturday…

  1. From commodities to retail, China’s economy is showing signs of life after Beijing’s stimulus frenzy (businessinsider)
  2. Trump bemoans high interest rates and indicates he might pressure Fed to lower (cnbc)
  3. Have Million-Dollar Gene Therapies Finally Reached An Inflection Point? (investors)
  4. Ford Lays Off 600 Workers at Plant Targeted by UAW Strike (barrons)
  5. This Highflying Defense Stock Stumbled. That’s a Reason to Buy. (barrons)
  6. 20 stocks of aerospace and defense companies expected to grow sales most quickly through 2025 (marketwatch)
  7. 1-800-Flowers Executives Bought Up Stock (barrons)
  8. Hunting Season on Banks Might Be Over (barrons)
  9. The Big Question for the Fed: Not How High Rates Will Go but How Long They’ll Stay There. (barrons)
  10. Auto Stocks Rise as UAW Strike Gets Reaction From Wall Street (barrons)
  11. ‘Sell Rosh Hashanah, buy Yom Kippur’ stock-market pattern is just a calendar event (marketwatch)
  12. Small-Cap Stocks Are in the Doghouse. What Could Lift Them Out. (barrons)
  13. ‘Dumb Money’: The Movie vs. What Really Happened (wsj)
  14. Demands for Tips Are Up. Actual Tipping, Not So Much. (wsj)
  15. Amazon Searches for Its Next Big Hit (wsj)
  16. UAW Strike Exposes Detroit’s Dysfunction (wsj)
  17. Whatever the UAW Strike Outcome, Elon Musk Has Already Won (wsj)
  18. Striking UAW Can’t Bring Back the 1950s or Wish EVs Away (bloomberg)
  19. Warren Buffett poured $3 billion into Dow Chemical during the financial crisis. Here’s the story of how he helped the manufacturing titan – and doubled his money. (businessinsider)
  20. Battle Over Electric Vehicles Is Central to Auto Strike (nytimes)

Be in the know. 25 key reads for Friday…

  1. As Alibaba’s Stock Slides, Employee No. 52 Still Believes In Its “Tao” (forbes)
  2. As Historic Auto Union Strike Starts, White House Prepares Emergency Aid For Auto Suppliers (zerohedge)
  3. PBOC Adds More Cash Into Economy as Recovery Gathers Pace (bloomberg)
  4. There are 5.6 trillion reasons that stocks can enjoy a year-end rally (marketwatch)
  5. China’s Economy Picks Up in August on Travel Boom, Policy Push (bloomberg)
  6. China Boosts Economy With Second RRR Cut This Year (zerohedge)
  7. Buy Intel Stock, Analyst Says. It Is ‘Well Positioned’ for AI. (barrons)
  8. Stocks boosted by positive economic data from China (ft)
  9. 1 Growth Stock Down 72% to Buy Right Now (fool)
  10. YTD inflows to money markets hit $1 trillion – BofA (streetinsider)
  11. China May Dodge Deflation, After All (wsj)
  12. BABA’s Tmall Genie Reportedly Intends to Change Name; New Products to be Released Next Tue (aastocks)
  13. Why the Stock Market Is Ignoring a Slowing Economy (barrons)
  14. United Auto Workers are striking widely but softly, says Jefferies analyst (cnbc)
  15. Byron Allen Makes $10B Bid for ABC, Other Disney Networks (bloomberg)
  16. China Urges Brokers To Cut FX Trading In Support For Weak Yuan (bloomberg)
  17. Arm listing stirs hopes of fee revival at Wall Street banks (ft)
  18. Lunch with the FT. ‘He is driven by demons’: biographer Walter Isaacson on Elon Musk (ft)
  19. Instacart Was All About Grocery Delivery. No Longer. (nytimes)
  20. China Frees Banks to Lend More in Latest Attempt to Spur Economy (nytimes)
  21. Dow Industrials Paying Price for Leaving Out Amazon and Alphabet (bloomberg)
  22. BofA’s Hartnett Says Equity Inflows Surge on Soft Landing Hopes (bloomberg)
  23. Disney Says It Hasn’t Made a Decision About ABC After Report of Sale Talks (barrons)
  24. Lennar’s Earnings Are a Read on Housing. Demand for New Homes Is Strong. (barrons)
  25. Here are the iPhone 15 deals from AT&T, T-Mobile and Verizon as preorders kick off (marketwatch)