Be in the know. 8 key reads for Monday…

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

Be in the know. 15 key reads for Sunday…

  1. 8 Undervalued Quality Healthcare Stocks (morningstar)
  2. “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)
  3. Billionaire investor Mario Gabelli: We want to buy good companies with good management & valuations (cnbc)
  4. Hedge funds lose $6bn betting against cruise lines and hotels (ft)
  5. Arnold Schwarzenegger: ‘I’m not the sort of person who looks back’ (ft)
  6. Fundstrat’s Tom Lee expects to find a market bottom soon (cnbc)
  7. Fed F**kery Is Back: Seasonal Adjustments Turns $38BN Bank Deposit Outflow Into $5BN Inflow (zerohedge)
  8. White Lamborghini Countach From ‘Wolf Of Wall Street’ Is Going Up For Auction (forbes)
  9. Berkshire posts record operating profit, rising rates boost Buffett’s returns (reuters)
  10. China’s policymakers keep investors waiting, but give liquidity assurance (reuters)
  11. The Most Expensive Home In Connecticut History Just Sold—and the Price is Shocking (architecturaldigest)
  12. 2023 Aston Martin Vantage F1 Edition Review: Resplendent Road Racer (thedrive)
  13. Alibaba makes two large models with 7 billion parameters open source (technode)
  14. Actually, Most Americans Can Come Up with $400 in an Emergency (institute)
  15. China Is Trying to Make Its Gloomy Consumers Spend More (nytimes)

Be in the know. 15 key reads for Saturday…

  1. US and China to open communication lines after diplomatic push bears fruit (ft)
  2. Slower Hiring This Summer Could Take Heat Off the Fed (wsj)
  3. Amazon Won Earnings Season. Apple Is Struggling. (barrons)
  4. Fed Officials Tout Job-Market Slowdown, Seek to Pivot From Hikes (bloomberg)
  5. Flying Taxis Have Had Their Ups and Downs. They’re Nearly Here. (barrons)
  6. Service Jobs Slowdown Should Help Powell Sleep (bloomberg)
  7. Warren Buffett and Bill Ackman Face Off Over Bonds (barrons)
  8. New Liberty Live Stock Is Cheap Play on Live Nation (barrons)
  9. Amazon’s Big Quarter Drives Gains in Snowflake and Other Cloud Software Stocks (barrons)
  10. Surging S&P 500 Targets Finally Caught Up to the Stock Market. Why It’s Time to Buy Dips. (barrons)
  11. Utilities Are Ready to Power Up. Entergy Stock Looks Set to Gain. (barrons)
  12. JPMorgan Scraps US Recession Call Amid Spreading Optimism (bloomberg)
  13. China’s Pro-Growth Messaging Blitz Can Only Buoy Markets So Long (bloomberg)
  14. Steve Forbes: Federal Reserve needs to back off, let economy recover (foxbusiness)
  15. 8 Book Recommendations By Li Lu (acquirersmultiple)

 

Be in the know. 20 key reads for Friday…

  1. Strong Sales Growth and Continuing Margin Improvement Highlight Cooper Standard’s Second Quarter 2023 Results (cooperstandard)
  2. Rare China Vow on Market Support Puts Beijing’s Toolkit in Focus (bloomberg)
  3. China Relaxes Business Visa Rules in Bid to Further Open Borders (bloomberg)
  4. Amazon Is Flying on the Cloud. AWS Jumps. (barrons)
  5. Apple’s iPhone Headwinds (barrons)
  6. KraneShares: There are green shoots ahead for undervalued China stocks (cnbc)
  7. China’s strong iPhone demand a bright spot for Apple amid sluggish June quarter (scmp)
  8. Nike Stock Has Had a Tough Run. The Case for Buying Now. (barrons)
  9. Brazil’s Leftist President Is Getting Things Done. The Markets Love It. (barrons)
  10. Employment Keeps Cooling, With 187,000 New Jobs in July (barrons)
  11. Amazon Stood Out. Why Analysts Think It Will Keep Delivering. (barrons)
  12. Booking Stock Soars on Strong Results. The Firm Expects Record Summer Travel. (barrons)
  13. Higher Bond Yields Have Spooked the Stock Market. Why It’s Not Time to Worry. (barrons)
  14. opinion content. The Top Line. In praise of the boring chief executive (ft)
  15. China’s curbs on kids’ phone use unlikely to hurt Big Tech, analysts say (scmp)
  16. July Services PMI Increases As Diners Dine Out (chinalastnight)
  17. UAW Demands 40% Pay Hike in Labor Talks With Detroit Automakers (wsj)
  18. BofA Clients Turn Cautious, Flee From Stocks on Recession Risks (bloomberg)
  19. Chinese developers jump after central bank pledges more support for embattled property sector (businessinsider)
  20. The Chart Master tells the technical tale of where rates are headed (cnbc)