Hedge Fund Tips

Be in the know. 10 key reads for Tuesday…

China Stocks Can Get Boost From Any Stimulus: Invesco (bloomberg)
JPMorgan’s Gabriela Santos says the odds of a soft landing have risen (cnbc)
Surprise Stock Market Rally Bulldozes Bearish Hedge Funds (wsj)
Campbell’s Sauce Upgrade Looks to Be Worth the Cost (wsj)
Kyndryl Shares Spike on Improving Outlook (barrons)
Paramount reports surprise Q2 profit as subscriber growth jumps; Shares climb (streetinsider)
PayPal launches stablecoin in bid to boost crypto payments and transfers (streetinsider)
Groundbreaking Alzheimer’s drug could be available in next few months (foxbusiness)
Even Zoom Is Making People Return to the Office (nytimes)
We’re making higher lows, which is still good progression: OptionsPlay’s Jessica Inskip (cnbc)

Data Source: Finviz

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‘Let’s Get Ready To Rumble!’: Musk Says Cage Fight With Zuckerberg Will Be “Live Streamed” On Twitter X (zerohedge)
Emerging-Market Stocks Are Having a Moment as Growth Bets Return (bloomberg)
China Bonds Are Obvious Winners With More Easing, Invesco Says (bloomberg)
Morgan Stanley still likes these Chinese stocks despite a country downgrade (cnbc)
Apple Admits There Is a Smartphone Slowdown Ahead of iPhone 15 Debut (bloomberg)
Netanyahu Says Bet on Israel Deepening Ties With Saudi Arabia (bloomberg)
Is There a Limit to Americans’ Self-Storage Addiction? Billions of Dollars Say Nope (wsj)
Disney, UPS earnings, consumer inflation, Cadillac’s new Escalade in week ahead (foxbusiness)

8 Undervalued Quality Healthcare Stocks (morningstar)
“There’s very little Class A premier workplace available … and as businesses are expanding in that district, they find themselves boxed out of larger space options.” (therealdeal)
Billionaire investor Mario Gabelli: We want to buy good companies with good management & valuations (cnbc)
Hedge funds lose $6bn betting against cruise lines and hotels (ft)
Arnold Schwarzenegger: ‘I’m not the sort of person who looks back’ (ft)
Fundstrat’s Tom Lee expects to find a market bottom soon (cnbc)
Fed F**kery Is Back: Seasonal Adjustments Turns $38BN Bank Deposit Outflow Into $5BN Inflow (zerohedge)
White Lamborghini Countach From ‘Wolf Of Wall Street’ Is Going Up For Auction (forbes)
Berkshire posts record operating profit, rising rates boost Buffett’s returns (reuters)
China’s policymakers keep investors waiting, but give liquidity assurance (reuters)
The Most Expensive Home In Connecticut History Just Sold—and the Price is Shocking (architecturaldigest)
2023 Aston Martin Vantage F1 Edition Review: Resplendent Road Racer (thedrive)
Alibaba makes two large models with 7 billion parameters open source (technode)
Actually, Most Americans Can Come Up with $400 in an Emergency (institute)
China Is Trying to Make Its Gloomy Consumers Spend More (nytimes)

US and China to open communication lines after diplomatic push bears fruit (ft)
Slower Hiring This Summer Could Take Heat Off the Fed (wsj)
Amazon Won Earnings Season. Apple Is Struggling. (barrons)
Fed Officials Tout Job-Market Slowdown, Seek to Pivot From Hikes (bloomberg)
Flying Taxis Have Had Their Ups and Downs. They’re Nearly Here. (barrons)
Service Jobs Slowdown Should Help Powell Sleep (bloomberg)
Warren Buffett and Bill Ackman Face Off Over Bonds (barrons)
New Liberty Live Stock Is Cheap Play on Live Nation (barrons)
Amazon’s Big Quarter Drives Gains in Snowflake and Other Cloud Software Stocks (barrons)
Surging S&P 500 Targets Finally Caught Up to the Stock Market. Why It’s Time to Buy Dips. (barrons)
Utilities Are Ready to Power Up. Entergy Stock Looks Set to Gain. (barrons)
JPMorgan Scraps US Recession Call Amid Spreading Optimism (bloomberg)
China’s Pro-Growth Messaging Blitz Can Only Buoy Markets So Long (bloomberg)
Steve Forbes: Federal Reserve needs to back off, let economy recover (foxbusiness)
8 Book Recommendations By Li Lu (acquirersmultiple)