Thanks to Jacob Sonenshine for including me in his article in Barron’s today. You can find it here:
Be in the know. 15 key reads for Saturday…
- A New Stock Market High Looks Far Away. There’s a Lot at Stake. (barrons)
- No other investor has a life story quite as unbelievable as Li Lu (ft)
- Disney execs reportedly think Bob Iger’s ‘end game’ is to sell company to Apple (nypost)
- Walmart to open police ‘workspace’ inside Atlanta store as shoplifting epidemic rages (nypost)
- Manhattan’s private clubs thrive in a new Gilded Age (ft)
- Undervalued by Nearly 40% and Yielding Almost 5%, This Stock Is a Buy (morningstar)
- Disney Fight Marks Cable TV’s Last Stand (wsj)
- His Ferrari Is Built for Family Life (wsj)
- Intel poised as ‘domestic winner’ for semiconductor fabs if U.S.-China trade war gets hotter (marketwatch)
- Stellantis offers 14.5% pay increase to UAW, days before possible strike (cnbc)
- Disney Spells Out Details of Hulu Negotiations With Comcast (bloomberg)
- Air Travel Is Still Recovering. Buy This Stock. (barrons)
- Taiwan Semi’s August Sales Point to a ‘Good Start,’ Says Analyst (barrons)
- These 6 Food Stocks Have Gotten Hit Hard. It’s Time to Chow Down. (barrons)
- The Ultimate Off-Road Adventure In A Ford Bronco Badlands SUV (maxim)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 203
Hedge Fund Tips with Tom Hayes – Podcast – Episode 193
Where is money flowing today?
Be in the know. 15 key reads for Friday…
- Walgreens Is Looking for a New CEO. Why That Could Make the Stock a Winner. (barrons)
- 3 reasons why the stock market could still rally in the historically weak month of September, according to Fundstrat (businessinsider)
- Here’s why Wall Street may be overreacting to Apple’s challenges in China (marketwatch)
- Banks Are Stuck in a Rut. A Buyout Wave Could Be Building. (barrons)
- Disney Stock Falls to a Nearly 10-Year Low. Why It’s Still a Buy. (barrons)
- ARM IPO Lets Wall Street Return to What It Does Best (barrons)
- Fed’s Logan Favors Skipping Rate Hike. The Path Ahead Is Delicate. (barrons)
- Why Higher Unemployment Is Good News Now (wsj)
- GM’s Counteroffer to UAW Shows Big Gap Remains as Strike Deadline Looms (wsj)
- Apple Becomes the Biggest U.S.-China Pawn Yet (wsj)
- Huawei Debuts Even More Powerful Phone While Controversy Swirls (bloomberg)
- Fed’s Williams Says Policy in Good Place, Must Be Data Dependent (bloomberg)
- Disney drops all but free speech claim in political retaliation suit against DeSantis (cnbc)
- Walmart is reportedly lowering pay for some new hires. Do employers have the upper hand now? (marketwatch)
- Trade Data Exceeds Expectations, Headlines Cost Apple Shareholders $100 Billion (chinalastnight)
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 18 key reads for Thursday…
- What Happens When the Tide Goes Out on the Dollar? (bloomberg)
- China Mobile Says Rumors on Suspending iPhone Sales False, Will Continue to Take Part in Selling iPhone 15 (aastocks)
- China’s trade slump narrows as stabilisation signs emerge (reuters)
- Google Reaches Antitrust Settlement With States Over App Store Practices (wsj)
- Comcast, Disney Move Up Start of Hulu Negotiations (wsj)
- Chinese Corporate Bonds Are Sending a Surprising Message About the Economy (wsj)
- Why Higher Unemployment Is Good News Now (wsj)
- For Some Gen Xers, Skateboarding Is for Life (wsj)
- China’s Export Slump Eases Despite Global Demand Pressures (bloomberg)
- China Seeks to Broaden iPhone Ban to State Firms, Agencies (bloomberg)
- Self-Driving Cars Might Finally Be For Real This Time (bloomberg)
- Disney’s $218 Billion Rout Not Enough For Dip Buyers (bloomberg)
- This bull market is still alive and well, says Carson Group’s Ryan Detrick (cnbc)
- NWD Signs MoU with HK Disneyland Resort (aastocks)
- CEO of fintech giant Ant Group pledges support for digital yuan (scmp)
- What Do Billionaires David Tepper, Ken Griffin, and Warren Buffett Have in Common? Their Companies Own This Unstoppable AI Stock. (fool)
- What equity markets got wrong about China (ft)
- UAW strike would show Biden, other leaders that it’s time to ‘pick a side,’ union boss says (cnbc)