Be in the know. 15 key reads for Monday…

  1. George warns against too much haste in raising borrowing costs (bloomberg)
  2. Alibaba and Other China Stocks Jump as President Xi Reassures on Tech (BARRONS)
  3. Junk-Rated Companies Search for the Right Time to Tap Investors (wsj)
  4. China Seeks to Boost Stock Market as Xi Speech Disappoints (bloomberg)
  5. China’s Economy Needs to Double in Size to Meet Xi’s Ambitious Plans (bloomberg)
  6. Key Takeaways From Xi Jinping’s Two-Hour Speech (bloomberg)
  7. China’s Unexpected GDP Delay Blamed by Analysts on Party Meeting (bloomberg)
  8. Bank of America Posts Earnings Beat as Net Interest Income Surges (barrons)
  9. K. Bonds and Pound Rise. Government Calms Markets With U-Turn on Tax Cuts. (barrons)
  10. Boeing May Score a Big Order. The Stock Needs Good News. (barrons)
  11. Splunk Stock Jumps as Activist Starboard Said to Have Sizable Stake (barrons)
  12. China to ease share buyback rules amid a sluggish market (reuters)
  13. As Xi opens congress, China’s state hands keep markets steady (reuters)
  14. China’s new growth goals require a change for attracting foreign investors, official says (cnbc)
  15. P&G Bets Inflation Won’t Push Shoppers to Trade Down (wsj)

Be in the know. 10 key reads for Sunday…

  1. More Bears End in October Than Any Other Month (AlmanacTrader)
  2. Behind Friday’s Market Massacre: A Huge Burst Of Hedge Funds Shorting, Setting Up Another Squeeze (zerohedge)
  3. China’s Xi Jinping Stakes Out Ambitions, With Himself at the Center (wsj)
  4. These Are The Richest Americans Who Never Went To College (forbes)
  5. How Kris Jenner Made The Kardashians Famous, Rich And Insanely Influential (forbes)
  6. The Definitive Ranking of The Wealthiest Americans In 2022 (forbes)
  7. Lotus Pays Tribute to Emerson Fittipaldi With a New Ultra-Limited Evija Hypercar (robbreport)
  8. These are 4 key points from Xi’s speech at the Chinese Communist Party congress (npr)
  9. Where Is Xi’s China Heading? (project-syndicate)
  10. Dan Wang On the Extraordinary Moment for China’s Party Congress (bloomberg)

Be in the know. 24 key reads for Saturday…

  1. ‘This is not QE or QT. This is none of those.’ Why the U.S. Treasury is exploring debt buybacks (marketwatch)
  2. China Will Shake Up Its Leadership. Here’s Who Is Coming and Going. (barrons)
  3. China’s Communists Are Meeting. What to Expect From the Party. (barrons)
  4. Markets on watch as China’s Party congress kicks off this weekend. What investors need to know. (marketwatch
  5. The Market Rebound Fizzled. Here’s Why a Real Bottom Could Form Soon. barrons)
  6. Expect Rallies in Stocks. Investors Are Holding Tons of Cash. (barrons)
  7. Consumer Sentiment Rose Again in October. So Did Inflation Expectations. (barrons)
  8. It’s Time for Bargain Hunting, Say U.S. Money Managers (barrons)
  9. Oracle’s Stock Looks Cheap Again. ‘We’ve Got a Plan,’ CEO Says. (barrons)
  10. Boeing May Score a Big Order. The Stock Needs Good News. (barrons)
  11. Shortages Have Turned to Gluts. These Stocks Could Benefit. (barrons)
  12. Airline Stocks Have Struggled. Here Are a Few That Could Take Off. (barrons)
  13. The Fed Has Another Problem. States Are Doling Out Stimulus Funds. (barrons)
  14. Hong Kong’s Hang Seng Index Had a Makeover—Then the Market Got Ugly (wsj)
  15. Undervalued US Stocks Could Soar 30% Next Year, Siegel Says (bloomberg)
  16. Gloom Grips China Investors Like Never Before Ahead of Congress (bloomberg)
  17. China Defends Xi Focus on Stability, Security Ahead of Reshuffle (bloomberg)
  18. The U.S. defense industry faces surging demand and a supply chain crunch (cnbc)
  19. Wharton professor Jeremy Siegel says the housing market is distorting high inflation readings, and expects home prices to fall up to 15% (businessinsider)
  20. Classic 60/40 investing strategy sees worst return in 100 years: BofA (marketwatch)
  21. 33 Undervalued Stocks for 2022 (morningstar)
  22. Greenlight’s David Einhorn on Value Investing, Inflation (bloomberg)
  23. Ariel Investments’ John W. Rogers, Jr. on Finding Value in Volatility (bloomberg)
  24. Professor: The market right now has little to do with value — it’s being driven by mood and momentum (CNBC)

Be in the know. 14 key reads for Friday…

  1. JPMorgan Tops Estimates, Easing Worries of Slowdown (barrons)
  2. Expect Rallies in Stocks. Investors Are Holding Tons of Cash. (barrons)
  3. Why the Chip-Ban Panic Over Taiwan Semiconductor May Be Overblown (barrons)
  4. Wharton prof Siegel warns Fed risks causing ‘depression’ by using core inflation to set policy (nypost)
  5. It’s War. The Energy Report 10/14/2022 (Phil Flynn)
  6. Retail Sales in September Fall Flat (barrons)
  7. Liz Truss dismisses Kwasi Kwarteng and reverses corporate tax cut (marketwatch)
  8. Delta Gets an Upgrade on Business Travel Comeback. The Stock Is Rising Again. (barrons)
  9. Wells Fargo’s Net Interest Income Beats Estimates. Thank Higher Interest Rates. (barrons)
  10. Citigroup Earnings Offer More Signs Turnaround Is On Track (barrons)
  11. Venture-Capital Firms Buy Up Public Tech Stocks as Startup Market Stalls (wsj)
  12. Rare Beijing Protest Channels Covid Frustrations Before China Communist Party Meeting (wsj)
  13. Netflix’s Ad-Supported Plan Will Launch in November at $6.99 a Month (wsj)
  14. Mainland Investors Buy Hong Kong Stocks as Short Selling Continues (chinalastnight)