Be in the know. 28 key reads for Monday…

  1. The Fed needs to stay put on rates (ft)
  2. Hedge Funds Brawl Over Battered Commercial Real Estate (wsj)
  3. Commercial Real Estate Sentiment vs. Reality (bloomberg)
  4. China has announced a slew of measures to bolster its economy. Here’s what we know so far (cnbc)
  5. President Xi Chairs CCP Politburo Meeting, Laying out 2H23 Econ Work (aastocks)
  6. China Holds Off on Major Stimulus as It Signals Property Easing (bloomberg)
  7. China’s Alibaba says will not join Ant Group share buyback (reuters)
  8. Xi’s Housing Speculation Warning Left Out of Politburo Statement (bloomberg)
  9. Earnings Are the Tech-Stock Rally’s Next Big Test (barrons)
  10. The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead for Big Tech. (barrons)
  11. Restaurants Are Packed Again. Earnings Will Show How Long They’ll Stay That Way. (barrons)
  12. Elon Musk Says Twitter Will Change Its Logo to X (wsj)
  13. IPO Market Awakens From Long Slumber (wsj)
  14. Why Businesses Can’t Stop Asking for Tips (wsj)
  15. Big Pharma Bets Big on China (wsj)
  16. Beijing Offers Love, but Chinese Entrepreneurs Aren’t Buying It (nytimes)
  17. Fed, ECB Weigh End-Game After Next Rate Hikes to Curb Inflation (bloomberg)
  18. A ‘momentous week’ ahead as the Fed, ECB and Bank of Japan near pivot point (cnbc)
  19. China to resume 15-day visa-free entry for citizens of Singapore and Brunei (cnbc)
  20. Podcast: Why We May Be About to See the Shortest Housing Cycle Ever (bloomberg)
  21. China Politburo Shifts Stance on Property, Keeps Fiscal Language (bloomberg)
  22. China to Review Official Appointments, Removals Tuesday (bloomberg)
  23. China’s Options to Retaliate in Trade Fight With US Are Limited (bloomberg)
  24. Altice USA Said to Be Considering a Sale of Cheddar News (nytimes)
  25. China’s Politburo Aims To Stabilize Property Market By Intensifying “Counter-Cyclical Adjustments” (zerohedge)
  26. AT&T, Verizon Investors Have More Than Lead Cables to Worry About (wsj)
  27. China Addresses Investor Concerns in Global Fund Meeting (bloomberg)
  28. The Fed and the Dollar (bloomberg)

Be in the know. 10 key reads for Sunday…

  1. I repeat: the Fed is done (scottgrannis)
  2. Is the Dollar Still King? (cfr)
  3. Trucks, transfers and trolls (npr)
  4. Explained: How to tell if artificial intelligence is working the way we want it to (mit)
  5. Are Semiconductors (SMH) Setting Up For A Historic Breakout? (seeitmarket)
  6. Here Are the Actual Mechanics Behind Powering AI (bloomberg)
  7. Brian Harman’s ‘waggle’ is going viral. Here’s why the Open leader does it (golf)
  8. One moment from Jon Rahm proved he isn’t like the rest of us (golf)
  9. The secrets of a superbomber: Understanding 6-foot-8 Christo Lamprecht’s golf swing (gollfdigest)
  10. Fed Readies Another Rate Hike in Pivotal Week for Central Banks (bloomberg)

Be in the know. 15 key reads for Saturday…

  1. Amazon Is Asking Some Employees to Relocate, Return to ‘Main Hub’ Offices (wsj)
  2. America’s Bet on Wind Power Is Running Into a Big Problem (barrons)
  3. Alibaba Group Chairman Daniel Zhang’s 2023 Letter to Shareholders (alizila)
  4. Alibaba Top Executive Regains Partnership (bloomberg)
  5. Alibaba Annual Report (alibaba)
  6. The Bear Market Has Nearly Been Erased, Fewer Than 20 Months After It Began (bloomberg)
  7. Tony Bennett, Jazzy Crooner of the American Songbook, Is Dead at 96 (nytimes)
  8. Federal Reserve officially launches new FedNow instant-payments service (cnbc)
  9. Big Regional Banks Reported Stable Deposits. For Investors, That Counts as Great News. (wsj)
  10. The 10 Best Dividend Stocks (morningstar)
  11. Seth Klarman – Timeless Value Investing (EP.328) (youtube)
  12. Investor Mario Gabelli ’67 Shares Insights on the Shifting Landscape of Value Investing: From Graham to Buffett and Beyond (columbia)
  13. Wharton Professor Jeremy Siegel: Here’s why the Fed should stop raising rates (cnbc)
  14. First Drive: Lotus’s 905 HP All-Electric SUV Has the Power to Challenge Lamborghini and Ferrari (robbreport)
  15. Are AT&T and Verizon’s Dividends Safe? Here’s the Math. (barrons)

Be in the know. 15 key reads for Friday…

  1. Even this longtime bull is worried about cracks in the tech-stock rally. Here’s how Tom Lee expects the market to shake out. (marketwatch)
  2. AutoNation Beats Profit Estimates on Demand for New Cars (barrons)
  3. China’s $100 Billion Tutoring Ban Backfires, Spawning Black Market (bloomberg)
  4. Comerica stock up 5% after earnings beat target on increased loan activity (marketwatch)
  5. Housing’s Recession Already Happened (wsj)
  6. These Energy Companies Don’t Need Sky-High Oil and Gas Prices (wsj)
  7. Sergey Brin Is Back in the Trenches at Google (wsj)
  8. Threads User Engagement Continues to Decline (wsj)
  9. Road Trip Like James Bond in Aston Martin’s DB12 (barrons)
  10. Xi Jinping Praises Henry Kissinger in Beijing, in Veiled Message to Biden Administration (wsj)
  11. Buffett’s Florida Bet Bodes Well for Troubled Insurance Market (bloomberg)
  12. China Vows Urban Redevelopment Support to Boost Construction (bloomberg)
  13. Starwood chairman, known as a bargain-hunting investor during downturns, sees opportunities in bank failures, commercial-property slump. (bloomberg)
  14. McIlroy pleased with level-par start (theopen)
  15. President Xi commented China is ready to “…explore with the United States the right way for the two countries to get along and take their relations steadily forward, which will be good for both sides and deliver benefits to the world.” (chinalastnight)