Be in the know. 22 key reads for Tuesday…

  1. What does a pivot look like? Here’s how Australia’s central bank framed a dovish surprise. (marketwatch)
  2. S. Auto Sales Point to Continued Demand (nytimes)
  3. Fed Pivot Trade Sparks Again as Bonds Rally, Dollar Weakens (bloomberg)
  4. Sell low, buy high – max pain market remains king (zerohedge)
  5. Analysts Think 9 Cheapest Of The Cheap Stocks Are Worth A Shot (investors)
  6. Bond Yields Are Coming Back. What to Buy Now. (barrons)
  7. Gilead Has Growth Potential in HIV and Oncology Franchises, Analyst Says (barrons)
  8. Tech Stocks Are Rising, and J.P. Morgan Likes Amazon and Uber Best (barrons)
  9. Why an OPEC+ oil production cut could be less than meets the eye (marketwatch)
  10. Treasury Yields Fall on Hopes the Fed Won’t Hike Rates as High as Feared (barrons)
  11. Quite a pivot: Ray Dalio has just reversed his long-held stance on this key asset class. (marketwatch)
  12. K. Scraps Plan to Cut Income-Tax Rate for Top Earners (wsj)
  13. FedEx stock rises after setting $1.5 billion accelerated repurchase agreement (marketwatch)
  14. US to Announce New Limits on Chip Technology Exports to China (bloomberg)
  15. ‘We must change course’: UN warns that the world is on the brink of recession (cnbc)
  16. Hopes of a Fed pivot are rising. Here’s why the RBA’s lower-than-expected rate hike has buoyed investors. (businessinsider)
  17. The Fed will hike rates once more in November and then stop because the soaring dollar risks breaking markets, market veteran Ed Yardeni says (businessinsider)
  18. Alphabet (GOOGL) and Meta (META) Remain BofA’s Top Value Internet Stocks (streetinsider)
  19. Ford (F) EV Sales Tripled in September; F-150 Lightning Continues as Best-Selling EV Pickup (streetinsider)
  20. $22 Billion in ‘Unrelenting’ New Short Positions Were Added Last Week – Citi (streetinsider)
  21. Apple supplier Foxconn ‘cautiously optimistic’ about fourth-quarter outlook (scmp)
  22. Real Estate Rebounds on Policy Support, China Begins Golden Week Holiday (chinalastnight)

Be in the know. 20 key reads for Monday…

  1. Pound Climbs as U.K. Scraps Tax Cut for Highest Earners (barrons)
  2. This big tech stock looks way oversold. Here’s your best strategy for buying it now in this volatile market. (marketwatch)
  3. What investors need to know about October’s complicated stock-market history (marketwatch)
  4. The bear market may not be over, but corporate insiders are acting like it is (marketwatch)
  5. An Alzheimer’s Drug’s Big Surprise: What It Means (barrons)
  6. It’s Time to Buy Tech Again. Here Are 20 Stocks to Start With. (barrons)
  7. Russia’s War on Ukraine Is Escalating. It’s Time to Buy Defense Stocks. (barrons)
  8. Central Banks’ Higher Rates, Bond Sales Clash With Government Needs (wsj)
  9. Builders Offer Homes at Discount to Investors (wsj)
  10. US Home Prices Now Posting Biggest Monthly Drops Since 2009 (bloomberg)
  11. JPMorgan Is Worried About Who’s Going to Buy All the Bonds (bloomberg)
  12. ‘The Fed is breaking things’ – Here’s what has Wall Street on edge as risks rise around the world (cnbc)
  13. David Rubenstein sees Warren Buffett as the ultimate investor. The private equity billionaire lays out the 12 traits and habits that are key to Buffett’s success. (businessinsider)
  14. Macau’s Recovery Is Far Off—But Now Possible to Imagine (wsj)
  15. China Is Rerouting U.S. Liquefied Natural Gas to Europe at a Big Profit (wsj)
  16. China’s new tax cuts for private pensions likely to lure participants (scmp)
  17. News in-depth. China’s demographic crisis looms over Xi’s third term (ft)
  18. Bill Gates rejects climate ‘moral crusade,’ says telling people not to eat meat won’t help solve ‘crisis’ (foxbusiness)
  19. Ukraine Recaptures Key Eastern Town Of Lyman A Day After Putin’s Annexation Speech (zerohedge)
  20. Stocks Climb After Selloff as Yields Get Respite: Markets Wrap (bloomberg)

Be in the know. 15 key reads for Sunday…

  1. Fed Begins to Split on the Need for Speed to Peak Rates (bloomberg)
  2. Fed “Begins To Split” On Rate Hikes As “Chaotic Market Breakdown” Looms (zerohedge)
  3. Billionaire investor Bill Ackman has the cure to tame high inflation: a massive wave of Russian immigration (yahoo)
  4. ‘If you’re going to build something from scratch, this might be as good a time as in a decade’ (mckinsey)
  5. When Bad Things Happen to Good Stocks (wsj)
  6. Calling it poor monetary policy is an understatement, Says Prof. Jeremy Siegel on Fed hikes (CNBC)
  7. David McRaney on the Science Behind Persuasion (bloomberg)
  8. Billionaires Who’ve Stood The Test Of Time: This Small Group Made The Forbes 400 In 1982–And Are Still On This Year (forbes)
  9. Gas prices in Connecticut drop to lowest level in 18 months (theridgefieldpress)
  10. Elon Musk Boldly Claims the Tesla Cybertruck Will Be Able to ‘Serve Briefly as a Boat’ (robbreport)
  11. This Custom Land Rover Defender Is Inspired By The Iconic Chinook Helicopter (maxim)
  12. Bilibili announces dual-primary listing in Hong Kong on October 3 (technode)
  13. ECRI Weekly Leading Index Update (advisorperspectives)
  14. Portugal Beats Paris for US Travelers Seizing on a Strong Dollar (blooomberg)
  15. The mighty US dollar (Encore) (npr)

Be in the know. 10 key reads for Saturday…

  1. Steep Slide: Bonds Are Down 30% This Year (barrons)
  2. It’s Time to Wade Back Into Tech—Just Don’t Expect Instant Gains (barrons)
  3. Here’s why investors should start betting on Apple and the stock market now (marketwatch)
  4. An Alzheimer’s Drug’s Big Surprise: What It Means (barrons)
  5. The Fed Is Starting to Break Things. The Stock Market Is Paying the Price. (barrons)
  6. Adobe Stock Crumbled. Chief Financial Officer Dan Durn Bought the Dip. (barrons)
  7. Elon Musk Unveils Prototype of Tesla’s Humanoid Robot Optimus, Says It Will Cost Less Than a Car (wsj)
  8. Nike to offer big discounts amid a glut of inventory (nypost)
  9. ‘The Fed is breaking things’ – Here’s what has Wall Street on edge as risks rise around the world (cnbc)
  10. 10 Undervalued Wide-Moat Stocks (morningstar)