Be in the know. 25 key reads for Tuesday…

  1. Franklin Templeton CEO says China pessimism is overhyped (reuters)
  2. China Stock Traders Load Up on Leverage With New Rule Relaxation (bloomberg)
  3. Fed Is Done Raising Rates and Will Cut Them in 2024, Economists Say (bloomberg)
  4. UAW Labor Talks Offer a Ray of Hope. Ford, GM Stocks Aren’t Budging. (barrons)
  5. UAW Bends on Wage Demands as Talks Progress in Detroit (wsj)
  6. For Auto Workers, It Isn’t Just About Pay (wsj)
  7. Alibaba’s New CEO Shares His 2 Big Priorities (barrons)
  8. Apple’s Big Day Is Here. Hello, iPhone 15. (barrons)
  9. 3 Takeaways from Elon Musk’s New Biography (barrons)
  10. Small-Cap Stocks Are in the Doghouse. What Could Lift Them Out. (barrons)
  11. Disney and Charter Stocks Jump on Cable Deal. The Status Quo Is Largely Preserved. (barrons)
  12. Apple’s iPhone 15 Looks Like a Bargain. Here’s the Math. (barrons)
  13. It’s Tough to Love Bank Stocks Right Now. These 8 Offer Tasty Yields. (barrons)
  14. Beijing Throws China’s Housing Market a Bone (wsj)
  15. Big Pharma’s Battle With the Biden Administration Could Have Legs (wsj)
  16. Apple’s iPhone 15 Looks Like a Bargain. Here’s the Math. (barrons)
  17. Treasury Bills Yielding 5% Are a Big Hit With Retail Investors (bloomberg)
  18. Investors See European Stocks Rising Over Next Year, BofA Says (bloomberg)
  19. James Dolan’s $2.3 Billion Sphere Is Raising Eyebrows—in a Good Way (bloomberg)
  20. Billionaire investor Bill Gross slams Jeff Gundlach over shared ‘Bond King’ nickname: ‘To be a bond king or queen, you need a kingdom’ (businessinsider)
  21. “It is so wrong that it might actually be right” (zerohedge)
  22. Strong demand pushes Arm to close IPO order book early (ft)
  23. Why China is restricting IPOs to drive up US$9.7 trillion stock market (scmp)
  24. Alibaba’s New CEO Elevates AI to Top Priority in Revamp (bloomberg)
  25. China Sees Healthy Inflation, Alibaba Leadership Reshuffle Goes Effective (chinalastnight)

Be in the know. 27 key reads for Monday…

  1. The Band is Back Together. Jack Ma’s proxies (who built the company with him) are fully back in charge: “Alibaba’s Daniel Zhang Exits Chinese Internet Giant Entirely” (investors)
  2. An Important Shift in Fed Officials’ Rate Stance Is Under Way (wsj)
  3. China Gen Z Tries to Leisure-Shop Way Out of Jobless Blues (bloomberg)
  4. China Shows Signs of Stability as Credit, Inflation Improve (bloomberg)
  5. World Trade Center rebuild revitalized lower Manhattan and brought healing (foxbusiness)
  6. China bolsters market sentiment by simplifying stock investments for insurers (global)
  7. China’s easing of property market curbs gives Beijing home sales a boost (reuters)
  8. China Credit Climbs More Than Forecast as Banks Boost Loans (bloomberg)
  9. Hedge funds say greenback rally may not be over (investmentnews)
  10. Dollar tumbles against yen after BOJ head hints that negative interest rates could end (marketwatch)
  11. 6 Inexpensive Consumer Stocks With Strong Profit Growth (barrons)
  12. Earnings Estimates Are Rising, a Welcome Sign for 2023 Market Rally (wsj)
  13. China’s Premier Urges Biden to See His Nation as an Opportunity (bloomberg)
  14. Hedge Funds Turn Most Bearish on Euro Since January Ahead of ECB (bloomberg)
  15. Money-center bank Citigroup is Berkshire’s highest-yielding holding on a nominal basis (5.1%). (fool)
  16. EU downgrades growth forecast and raises inflation expectations (ft)
  17. Lunch with the FT. ‘He is driven by demons’: biographer Walter Isaacson on Elon Musk (ft)
  18. China issues strong warning against bets on renminbi depreciation (ft)
  19. Exclusive: China’s central bank to scrutinise bulk dollar purchases – sources (reuters)
  20. The Race to Drill America’s Longest Oil and Gas Wells (wsj)
  21. ‘Elon Musk’ Takeaways: Book Paints Complicated Picture of the World’s Richest Man (wsj)
  22. Yellen ‘Feeling Very Good’ About Soft Landing for US Economy (bloomberg)
  23. Just a 10-Day UAW Strike Risks Costing US Economy $5.6 Billion (bloomberg)
  24. Biden Doubts China Able to Invade Taiwan Amid Economic Woes (bloomberg)
  25. China’s Consumer Prices Creep Out of Deflation in August (bloomberg)
  26. Fears about China’s government ban on iPhones are ‘way overdone,’ as the crackdown could impact only 1% of the smartphone’s sales in China: analyst (businessinsider)
  27. Morgan Stanley says it’s a lonely bull, recommending government bonds (marketwatch)

Be in the know. 15 key reads for Sunday…

  1. Earnings Estimates Are Rising, a Welcome Sign for the 2023 Market Rally (wsj)
  2. Alibaba chases B2B expansion in the US with a suite of enhanced tools (technode)
  3. The World’s 50 Most Valuable Sports Teams 2023 (forbes)
  4. China’s Shanghai Composite Stock Index Nearing “Decision Time!” (kimblechartingsolutions)
  5. The Tension Driving the UAW Strike Threat (wsj)
  6. Important Shift in Fed Officials’ Rate Stance Is Under Way (wsj)
  7. “China’s economic recovery rate is leading among major global economies,” Xi said. China’s growth rate was 5.5% during the first half of the year compared with a year earlier, though that result was boosted by strong activity in the early part of 2023. “The long-term positive fundamentals haven’t changed,” he said. (wsj)
  8. The Rich and Famous Love This Banker, Even If She’s a Little Mean to Them (wsj)
  9. 10 Biotech Stocks with Biggest Upside (insidermonkey)
  10. Cybertruck spied with updated interior (techcrunch)
  11. Saudi Arabia Is Pouring Money in Sports. Is Tennis Next? (nytimes)
  12. Is this a great country or what? (scottgrannis)
  13. Apple Wonderlust 2023: iPhone 15 Pro will be 10% lighter but come with a long battery life (firstpost)
  14. Elon Musk is on a mission to create the world’s first AGI, an AI that is as smart as humans (firstpost)
  15. The Inflation Reduction Act Could be the New, New Deal (worth)

Be in the know. 15 key reads for Saturday…

  1. A New Stock Market High Looks Far Away. There’s a Lot at Stake. (barrons)
  2. No other investor has a life story quite as unbelievable as Li Lu (ft)
  3. Disney execs reportedly think Bob Iger’s ‘end game’ is to sell company to Apple (nypost)
  4. Walmart to open police ‘workspace’ inside Atlanta store as shoplifting epidemic rages (nypost)
  5. Manhattan’s private clubs thrive in a new Gilded Age (ft)
  6. Undervalued by Nearly 40% and Yielding Almost 5%, This Stock Is a Buy (morningstar)
  7. Disney Fight Marks Cable TV’s Last Stand (wsj)
  8. His Ferrari Is Built for Family Life (wsj)
  9. Intel poised as ‘domestic winner’ for semiconductor fabs if U.S.-China trade war gets hotter (marketwatch)
  10. Stellantis offers 14.5% pay increase to UAW, days before possible strike (cnbc)
  11. Disney Spells Out Details of Hulu Negotiations With Comcast (bloomberg)
  12. Air Travel Is Still Recovering. Buy This Stock. (barrons)
  13. Taiwan Semi’s August Sales Point to a ‘Good Start,’ Says Analyst (barrons)
  14. These 6 Food Stocks Have Gotten Hit Hard. It’s Time to Chow Down. (barrons)
  15. The Ultimate Off-Road Adventure In A Ford Bronco Badlands SUV (maxim)