Be in the know. 15 key reads for Sunday…

  1. Alipay declares live commerce ambitions in pre-IPO growth chase (technode)
  2. China Cuts Stock Trade Tax, Tightens IPOs to Boost Market (bloomberg)
  3. Bob Iger Tweaks Disney’s Strategy on Streaming (nytimes)
  4. Falling 10-Year Yield Rallies Stocks On Seasonal Cue (Almanac Trader)
  5. How The Steep Decline In Chinese Tourists Will Cost The U.S. More Than $20 Billion (forbes)
  6. Analysis: Case builds for China’s banks to cut deposit rates (reuters)
  7. Remote workers are treating their jobs like gig-work, and it’s turning them into the most disconnected employees (fortune)
  8. China’s economy is in desperate need of rescue (economist)
  9. Entrepreneur Rande Gerber on Making His Own Convertible and Why Free Time Is the Ultimate Luxury (robb report)
  10. Not Your Grandad’s MG: The New All-Electric Cyberster Will Churn Out 536 HP of Pep (robb report)
  11. Five takeaways from Instacart’s S-1 filing (techcrunch)
  12. Cape Cod, Nantucket, and Martha’s Vineyard Travel Guide (mensjournal)
  13. This Is What We Just Learned In Jackson Hole (bloomberg)
  14. AI is entering its ‘Napster’ phase. This is who’s going to ‘own’ it next (fastcompany)
  15. The Ferrari 550 Maranello Does Something No Modern Supercar Can (roadandtrack)

Be in the know. 18 key reads for Saturday…

  1. Despite What Powell Says, the Fed Is Likely Done (wsj)
  2. U.S. stocks end higher after Fed Chair Powell’s Jackson Hole remarks, S&P 500 snaps 3-week losing streak (marketwatch)
  3. ‘This is a no-rules market’. Goldman strategist explains why recent stock moves have confounded traders. (marketwatch)
  4. Fed Chairman Jerome Powell Kept His Jackson Hole Speech Vague, and That’s No Accident (barrons)
  5. Instacart files to go public on Nasdaq to try and unfreeze tech IPO market (cnbc)
  6. A co-investment chief at billionaire investor Mario Gabelli’s firm shares 3 stocks with strong pricing power he’s betting on as inflation remains sticky — including one that could surge 53% (businessinsider)
  7. UAW Authorizes Strike Against Ford, GM. Don’t Overreact to the News. (barrons)
  8. Autoworkers Vote to Authorize Strikes if Negotiations Fail (nytimes)
  9. 3M Has Legal Problems. A Small One Just Got Resolved. (barrons)
  10. Everything China Is Doing to Juice Its Flagging Economy (bloomberg)
  11. Why stocks can still make run for record highs in months to come, analyst says (marketwatch)
  12. Shein partners with Forever 21 in fast-fashion deal that will expand reach of both companies (cnn)
  13. Is Value Investing as Cheap as It’s Ever Been? (morningstar)
  14. SoftBank seeks to build investment war chest on back of Arm IPO (ft)
  15. China imports record amount of chipmaking equipment (ft)
  16. Catastrophic Weather Is Wreaking Havoc With Insurance. These Companies Can Handle the Storm. (barrons)
  17. Hong Kong Turns to Tycoons to Get Party Scene Back on Track (bloomberg)
  18. Opinion: 4 reasons to start buying the August stock-market weakness — and what to buy (marketwatch)

Be in the know. 15 key reads for Friday…

  1. US Commerce Secretary’s China Trip Has a Chance of Success That Eluded Others (bloomberg)
  2. Alibaba launches AI model that can understand images and have more complex conversations (cnbc)
  3. Vanguard says value stocks haven’t been this cheap vs. growth since the COVID outbreak (marketwatch)
  4. China Regulator to Meet Global Investors to Shore Up Market (bloomberg)
  5. China Eases Home Purchase Rules in New Push to Boost Economy (bloomberg)
  6. U.S. central bank has earned the right to take its time with interest-rate decisions, Boston Fed’s Collins tells MarketWatch in Jackson Hole interview (marketwatch)
  7. How Jackson Hole Became an Economic Obsession (nytimes)
  8. China Deserves Long-Term Strategic Asset Allocations: Chen (bloomberg)
  9. Detrick: Favor small-caps and cyclicals, which do well with higher yields (cnbc)
  10. Exclusive: China plans to cut stamp duty on stocks by up to 50% to revive confidence-sources (reuters)
  11. China offers tax breaks to home buyers, finance ministry says (marketwatch)
  12. Investor sentiment turns sour after a bad month for stocks – here’s why that’s a bullish sign. (businessinsider)
  13. If the UK stock market is cheap, why doesn’t it go up? (ft)
  14. China imports record amount of chipmaking equipment (ft)
  15. Powell’s pivotal speech Friday could see a marked shift from what he’s done in the past (cnbc)