Be in the know. 12 key reads for Sunday…

  1. US Dollar To See Further Weakness? (kimblechartingsolutions)
  2. Economists Cut Back Recession Expectations (wsj)
  3. Bond King, Felon, Billionaire Philanthropist: The Nine Lives of Michael Milken (wsj)
  4. Jeremy Siegel says we are in a ‘Goldilocks economy’ and the Fed doesn’t need to raise interest rates anymore (fortune)
  5. Tom Cruise Did 13,000 Practice Jumps for Biggest Stunt Ever (mensjournal)
  6. 2024 Ferrari Purosangue Review: A Worthy Supercar, Now in Family Size (thedrive)
  7. Alibaba’s intelligent services subsidiary launches new product to serve e-commerce merchants (technode)
  8. China’s Cainiao Express launches distribution centers in Dallas and Chicago (technode)
  9. The 15 Most Beautiful Beaches In Europe, According To European Best Destinations (forbes)
  10. The magic move in Cam Smith’s putting stroke, explained (golfdigest)
  11. Aston Martin’s Valour is the ultra-exclusive heavy hitter we’ve been dreaming of (classicdriver)
  12. US and China Seek Climate Reset With Kerry’s Visit to Beijing (bloomberg)

Be in the know. 17 key reads for Saturday…

  1. 8 Most Undervalued, Quality Bank Stocks (morningstar)
  2. The Koenigsegg Gemera Is Officially The ‘World’s Most Powerful & Extreme Production Car’ (maxim)
  3. The 50 Greatest Luxury Hotels on Earth (robbreport)
  4. 40 Picks for the Rest of the Year, According to Barron’s Roundtable Pros (barrons)
  5. Banks Just Started Reporting Earnings. What They’re Signaling. (barrons)
  6. The Stock Rally Is Vulnerable to One Factor. It isn’t Earnings. (barrons)
  7. Earnings by Big Banks Show Signs of Soft Landing (wsj)
  8. Large US banks reap bumper profits on Fed rate rises (ft)
  9. Elon Musk says his new AI firm will use Twitter data, work with Tesla (nypost)
  10. The ‘Everything Rally’ Is Back. So Is the Casino Crowd (bloomberg)
  11. BlackRock chief Larry Fink says US debt is ‘out of control’ – but an accelerating economy can solve that problem (businessinsider)
  12. Wharton professor Jeremy Siegel says the Goldilocks inflation figures for June put stocks in the ideal environment (businessinsider)
  13. 5 Book Recommendations By Jamie Dimon (aquirersmultiple)
  14. Taking the Temperature (Howard Marks)
  15. Why Small-Cap Stocks Are a Good Investment for the Long Term (youtube)
  16. Buffett on ignoring stock price fluctuations and thinking like a business owner (dgi)
  17. What’s Behind the Stock Market Rally (It’s Not Just Big Tech) (wsj)

Be in the know. 20 key reads for Friday…

  1. Tumbling US dollar a boon to risk assets across the globe (reuters)
  2. Intel CEO wraps up low-key China trip amid ongoing tech war (scmp)
  3. Chinese mutual funds buy US$351 million of own products in show of confidence (scmp)
  4. Exclusive: China invites global investors for rare meeting (reuters)
  5. Goldman Sachs: These 17 stocks could earn much more than the rest of Wall Street expects following a strong second half for markets (businessinsider)
  6. Americans Are Borrowing Again, Which Is Great News for Big Lenders (wsj)
  7. CEO fires 90% of customer support staff because AI chatbot outperformed them (nypost)
  8. Insurer’s Retreat in Florida Signals Crisis With No Easy Fix (nytimes)
  9. JPMorgan Earnings Get a Boost From Higher Rates, First Republic Deal (barrons)
  10. SpaceX Is Now Worth More Than Boeing and Raytheon (barrons)
  11. Deutsche Bank currency guru says it’s ‘time to sell the dollar’ as greenback sees longest losing streak since 2021 (marketwatch)
  12. The Stock Market Rally Seems Unstoppable. Here’s When the Naysayers Will Give In. (barrons)
  13. The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead for Big Tech. (barrons)
  14. The Yen, the Yuan, and the Dollar: How China and Japan Could Shore Up Their Economies (barrons)
  15. As Inflation Goes Down, Soft Landing Odds Improve (wsj)
  16. Emerging-Market Growth Bets Return, Helping Stocks Beat US Peers (bloomberg)
  17. BofA Stocks Indicator Sees S&P 500 Surging 16% in Next 12 Months (bloomberg)
  18. ‘I don’t see why people are going to sell their stocks.’ ‘Big Short’ investor Steve Eisman says stocks will keep rallying as long as the economy stays healthy (businessinsider)
  19. U.S. consumer sentiment soars in July to highest level since September 2021 (marketwatch)
  20. US Federal Debt Interest Payments About To Hit $1 Trillion (zerohedge)