Be in the know. 25 key reads for Tuesday…

  1. China’s Stock Rally Holds Promise as Bullish Indicators Emerge (bloomberg)
  2. China’s Big Tech firms in expansion mode after Beijing’s positive policy shift (scmp)
  3. China Is Trying to Make Its Gloomy Consumers Spend More (nytimes)
  4. Wharton professor Jeremy Siegel says the stock market is headed to new all-time highs thanks to a strong economy and resilient corporate earnings (businessinsider)
  5. China Vows More Economic Support as Recovery Continues to Wane (bloomberg)
  6. China should act decisively to pull economy back from the brink: Cornell professor (cnbc)
  7. Strategists Scramble to Catch Up as S&P 500 Rally Rumbles On (bloomberg)
  8. China Seeks to Boost Consumption to Spur Growth Recovery (bloomberg)
  9. Biogen’s New Boss Is Delivering, but Stock Isn’t Pricing It in Yet (wsj)
  10. Apartment Buildings Are Popping Up Everywhere. How the Glut Changes Rent. (barrons)
  11. Home Buyers Feel Stuck. Why Wall St. Is Bullish on Housing. (barrons)
  12. Merck Tops Expectations. More M&A Could Be Next. (barrons)
  13. Piper Sandler raises S&P 500 target for 2023 as stock-market breadth expands, positive earnings underpin equities (marketwatch)
  14. S. Treasury increases borrowing estimate for third quarter to just over $1 trillion (marketwatch)
  15. The S&P 500 Has New Price Target. The Runaway Market Explains the Big Number. (barrons)
  16. Manufacturing stalled in the first half. But now the stage is set for a recovery, says JPMorgan. (marketwatch)
  17. Carnival bonds climb after cruise operator says it will save $120 million a year by retiring $1.2 billion in high-cost debt (marketwatch)
  18. New Ultrasound Therapy Could Help Treat Alzheimer’s, Cancer (wsj)
  19. CVS to Shed 5,000 Jobs in Cost-Cutting Push (wsj)
  20. Miami Is Shrinking (wsj)
  21. People Are Hiring D-List Celebrities to Deliver Their Bad News (wsj)
  22. Wall Street Economists Are Looking at a September Rate Pause (bloomberg)
  23. Economist Behind Popular Recession Gauge Worries She Created a ‘Monster’ (bloomberg)
  24. The ‘A’ word and these 2 other factors can unlock Amazon (AMZN) shares – Evercore ISI (streetinsider)
  25. Top stock pickers hit by ‘tremendous’ amount of uninvested cash (ft)

Be in the know. 30 key reads for Monday…

  1. China’s Cabinet Urges Cities to Roll Out Property Policies (bloomberg)
  2. These 21 ‘strong buy’ large and mega-cap stocks have the highest price upsides relative to their counterparts, according to Wall Street’s top analysts (businessinsider)
  3. KraneShares: There are green shoots ahead for undervalued China stocks (cnbc)
  4. China just unleashed broad stimulus measures to fire up the economy (businessinsider)
  5. Beijing Signals It’s Not Just All Talk This Time (zerohedge)
  6. Intel deepens China presence with Shenzhen chip innovation centre (scmp)
  7. Beijing’s latest signals of support spur investor optimism (bloomberg)
  8. Hiking the last mile on inflation (npr)
  9. For the stock market, bad news is back to being good. Here’s why, says a Goldman Sachs economist (marketwatch)
  10. Disney Goes Back to the Future (nytimes)
  11. Jack Ma’s Ownership of New Firm ‘1.8 Meters’ Revealed, May Be BABA’s New Agriculture & Fisheries Biz (aastocks)
  12. Michael Milken was the junk bond genius who symbolized a ‘decade of greed’ but he was no Bernie Madoff (nypost)
  13. Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs)
  14. How The Housing Bears Got the Last Year All Wrong (bloomberg)
  15. Here Are the Actual Mechanics Behind Powering AI (bloomberg)
  16. Barclays Sees a Turning Point Coming for American Restaurants (bloomberg)
  17. Want to Become a Millionaire? Follow Warren Buffett’s 4 Rules. (entrepreneur)
  18. M2 update: inflation still headed to zero (scottgrannis)
  19. They Said What? CEOs Keep Talking About a Soft Landing. (barrons)
  20. Martens stock leads European gains after report of activist investor buying (marketwatch)
  21. Opinion: CEOs say their companies can’t afford a cold war between the U.S. and China (marketwatch)
  22. China’s factory, services sectors show weakness, need for stimulus (reuters)
  23. China’s Economic Growth Problems Mount. Why The Stocks Are Fine. (barrons)
  24. This Bank Data Could Offer Clue on Rates. Check It Out Today. (barrons)
  25. Citigroup raises S&P 500 target for 2023 on increased chances of ‘soft landing’ (marketwatch)
  26. Amazon says it’s delivering more packages in one day or less after overhauling delivery network (cnbc)
  27. How Much More Will Homebuilders Have To Reduce Prices To Increase Sales? (zerohedge)
  28. Tech bulls lift Hong Kong stocks to 3-month high before Beijing measures (scmp)
  29. Rebound in M&A Activity (cnbc)
  30. Wedbush’s Dan Ives lays out his expectations for tech earnings this week (cnbc)

Be in the know. 12 key reads for Sunday…

  1. Why the Drivers of Lower Inflation Matter (wsj)
  2. Commercial property markets aren’t closed (ft)
  3. 1st 8 or 9 Days of August Weaker Pre-Election Years (Almanac Trader)
  4. Katie Ledecky passes Michael Phelps for most individual golds at world championships (npr)
  5. Zillow is so sure that U.S. home prices have bottomed that it just issued bullish calls for these 48 housing markets (fortune)
  6. The 50 Greatest Luxury Hotels on Earth (robbreport)
  7. Test-Driving The 207-MPH Flying Spur Speed On The Ultimate Bentley Road Trip (maxim)
  8. Watch This $4 Million McLaren Solus Race Car Win The Goodwood Festival Of Speed Shootout (maxim)
  9. The Aston Martin Valour Is An Awesomely Old-School V12 Muscle Car (maxim)
  10. 2023 Lotus Emira Review: Playtime Is Over (thedrive)
  11. Ant Group plans restructuring ahead of Hong Kong IPO (technode)
  12. Alibaba logistics unit Cainiao offers domestic express services, directly competing with rivals (technode)

Be in the know. 20 key reads for Saturday…

  1. The Disney Magic Will Return. It’s Time to Buy the Stock. (barrons)
  2. China Moves to Bolster Consumer Industries, Grow Fledging Bourse (bloomberg)
  3. Billionaire Mark Mobius says he’s so bullish on emerging markets that all his money is outside the US (businessinsider)
  4. Investing in Liberty Stock Is Tricky. Do It Anyway. (barrons)
  5. ‘It’s a great, great time for bulls’: Soft-landing views solidify in U.S. stock market (marketwatch)
  6. Investing in Liberty Stock Is Tricky. Do It Anyway. (barrons)
  7. For the Stock Market, Earnings Are Everything—and More Than Enough (barrons)
  8. Eli Lilly, Pfizer, and Others Are Working on Weight-Loss Pills. What to Know. (barrons)
  9. Small-Cap Stocks Have Struggled. Here Are 6 Whose Time Has Come. (barrons)
  10. The U.S. Economy Is Sticking the Soft Landing (wsj)
  11. Biogen Deal for Reata Signals a Turn to Rare Diseases (bloomberg)
  12. China’s Central Bank Chief Is Task Master Xi Couldn’t Let Retire (bloomberg)
  13. Hedge Funds Turn More Bullish Across Energy as Prices Rally (bloomberg)
  14. Traders Are Risking It All on Bets That Market Boom Will Last (bloomberg)
  15. Intel stock rallies after earnings show AI data-center beat, strong PC sales (marketwatch)
  16. The Fed’s favorite inflation measure cooled down even further in June (cnn)
  17. 8 Book Recommendations By Joel Greenblatt (acquirersmultiple)
  18. The Pritzkers: Buffett’s Blueprint (substack)
  19. Billionaire Ken Fisher on how to invest in AI, intelligently (theglobeandmail)
  20. Ford Earnings: Remarkable Strength As Pro Segment Profits Explode (morningstar)