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)

Be in the know. 15 key reads for Friday…

  1. Alibaba, JD.com Stocks Rise on Report of China Easing Ownership Limits (barrons)
  2. Alibaba’s Cainiao Plans to Raise At Least $1 Billion in Hong Kong IPO Soon (bloomberg)
  3. US and China to launch economy and finance working groups to stabilise ties (ft)
  4. Treasury Department Announces Launch of Economic and Financial Working Groups with the People’s Republic of China (gov)
  5. This credit gauge shows investors still have risk appetite, despite recession fears (marketwatch)
  6. UAW May Strike More Plants Today. Location Is Key. (barrons)
  7. Amazon Is Latest to Add Advertising to Streaming (barrons)
  8. Hedge fund titan Bill Ackman tells The Post why he remains bullish on NYC, talks presidential picks (nypost)
  9. Podcast: Steven Rattner on the UAW Strike and the Challenges of Bidenomics (bloomberg)
  10. Apple’s iPhone 15 Goes on Sale With Long Lines Around the World (bloomberg)
  11. This October could become another ‘bear killer’ – Stock Traders Almanac (streetinsider)
  12. The Enduring Lessons of ‘Dumb Money’ (institutionalinvestor)
  13. What striking workers get wrong about automaker profits (yahoo)
  14. Richest Family in South America Doubled Its Fortune on an Investment Analysts Hated (bloomberg)
  15. BABA’s Cainiao Reportedly Plans US$1B HK IPO Application Next Wk (aastocks)