Be in the know. 15 key reads for Sunday…

  1. Intel is also now trading below the company’s book value for the first time since at least 1981… Intel’s large role in what is now deemed an industry vital to national security also provides a floor of sorts (wsj)
  2. China Inflation Rate Hits 5-Month Peak (tradingeconomics)
  3. The Newport Mansions: Everything You Need to Know (ad)
  4. Freshippo achieves four months of profitability after major restructuring: report (technode)
  5. Ant Group adds lesser-known AI company MetaSota to its investment portfolio (technode)
  6. Charlie Munger on Patience, Wisdom, and the Power of Changing Your Mind (safal)
  7. The Charlie Munger Manifesto (safal)
  8. How Ferruccio Lamborghini Built the Most Beautiful Car Ever Made (robbreport)
  9. Non-heavyweight down products make up nearly half of Canada Goose’s revenue (fortune)
  10. Sahm alternative measures (ft)
  11. The 10 Most Expensive Cars (by Estimate) Heading to Auction at Monterey Car Week (rt)
  12. Philippe Petit Marks the 50th Anniversary of His World Trade Center Walk With a New High Wire Act (smithsonianmag)
  13. New Banksy Murals Appeared in London Every Day This Week. What Do They Mean? (smithsonian)
  14. She wrote down the perfect quote. Now she’s leading the Olympics (golf)
  15. Hedge Funds Most Bearish on Commodities Since at Least 2011 (bloomberg)

Be in the know. 12 key reads for Saturday…

  1. Intel Stock May Have Bottomed at Tangible Book Value (barrons)
  2. How PayPal’s Growth Story Edged a New Bull Off the Sidelines (barrons)
  3. Apple Is the Big Loser in Google’s Antitrust Battle (barrons)
  4. Boeing’s New CEO Started His Job by Writing a Letter. It Reveals His Biggest Priorities. (barrons)
  5. The Stock Market’s Wild Week Was a Wake-Up Call. What To Do Now. (barrons)
  6. Target Stock Looks Attractive Heading Into Earnings, UBS Says (barrons)
  7. Funds offering protection from volatility fail to deliver in sell-off (ft)
  8. The great sell-off and why the Japanese market trades like a penny stock (ft)
  9. Apple Investors Urged to Stay Calm After Buffett Slashes Stake (bloomberg)
  10. Starboard Value reportedly becomes latest activist investor to take Starbucks stake (marketwatch)
  11. Why Warren Buffett’s Berkshire Dumped 55.8% Of Its Apple Stock (forbes)
  12. Behold Pininfarina’s First Batman-Inspired B95 Roadster (maxim)

Be in the know. 25 key reads for Thursday…

  1. Chinese stocks get upgraded as bear-market risks seen tempered by state buying support (scmp)
  2. Bloomberg Intelligence Predicts BABA & Other CN Dotcom Giants to Announce More Shr Buybacks (aastocks)
  3. Karnovsky lowered his price target on Disney stock to $125 from $135 but kept an Overweight rating. (barrons)
  4. China’s consumer prices pick up more than expected in July, up by 0.5% (cnbc)
  5. Fed is not doing the ‘right thing,’ but they’re ‘gonna get away with it’: Thomas Hayes (foxbusiness)
  6. Yen carry tremors should become less pronounced in coming days: Macquarie (streetinsider)
  7. Citi to Sell Trust Business Amid Turnaround Efforts (barrons)
  8. Intel CEO Pat Gelsinger Buys Stock Near Multiyear Low (barrons)
  9. Fed Official Sees Labor Market in Normal State not Recession (barrons)
  10. Gilead Boosts Earnings Outlook as Stock Battles Back from Cancer Disappointment (barrons)
  11. Mortgage Rates Fall to 15-Month Low (wsj)
  12. Disney Posts First-Ever Streaming Profit (wsj)
  13. Aerospace & Defense
  14. Boeing’s new outsider CEO Ortberg takes the helm, this time from the factory floor (cnbc)
  15. Jeremy Siegel backs off on calls for the Fed to do an emergency interest rate cut (cnbc)
  16. Shenzhen’s Real Estate Policy Ignites Rally (chinalastnight)
  17. BofA’s Hartnett Says Market Selloff Yet to Breach Key Levels (bloomberg)
  18. New Bill Aims to Close E-Commerce Tariff ‘Loophole’ Benefiting Shein and Temu (barrons)
  19. This strategist downgraded tech just before the summer swoon. Now he says buy and here’s why. (marketwatch)
  20. The Economy Is Fine for Now, and the Market Will Be, Too, Says Torsten Sløk (barrons)
  21. Mortgage Rates Drop to 15-Month Low (wsj)
  22. China Restricts Fentanyl Chemicals After Years of U.S. Pressure (wsj)
  23. Americans Are Skipping Theme Parks This Summer (wsj)
  24. News Corp beats revenue estimates as digital subscriptions grow (nypost)
  25. The New A.I. Deal: Buy Everything but the Company (wsj)