Be in the know. 17 key reads for Tuesday…

  1. I’ll be speaking at the Money Show Accredited Investors Virtual Expo from 5:05-5:35pm today. Register free at this link (moneyshow)
  2. Alibaba Says Its Primary Listing in Hong Kong Has Been Approved (barrons)
  3. Applebee’s, IHOP parent Dine Brands tops profit, revenue expectations amid ‘sustained’ traffic and dine-in recovery (marketwatch)
  4. Why Wall Street celebrating Inflation Reduction Act could be premature (New York Post)
  5. Baidu To Offer Robo Taxis In More Cities, Alibaba Prepares For Southbound Stock Connect Eligibility (chinalastnight)
  6. Boeing (BA) Expected to Resume 787 Dreamliner Deliveries in the Coming Days – FAA (streetinsider)
  7. China’s July Car Sales Rise 20% on Demand For Electric Vehicles (bloomberg)
  8. SoftBank Reports $23 Billion Loss as Tech Investments Plummet (nytimes)
  9. The Math Behind GE’s Breakup. It’s a Sum-of-the-Parts Party. (barrons)
  10. GM and 9 Other Stocks That Should Shine in a 2023 Recession: Citi (barrons)
  11. Here are 10 reasons why JPMorgan says the global stock market rally will continue (marketwatch)
  12. BANK OF AMERICA: Buy these 7 consumer discretionary stocks — including one with 56% upside — which will start to outperform as soon as 6 months before the Fed starts to cut interest rates (businessinsider)
  13. Alibaba Reduced Workforce by Nearly 10,000 in Three Months (bloomberg)
  14. Flight Bookings to Hong Kong Surge 249% After Quarantine Cut (bloomberg)
  15. BofA Sees Slower Card Spending as Rent Increases Dent Wallets (bloomberg)
  16. Saudi-Backed LIV Tour Makes PGA Winnings Look Like Chump Change (bloomberg)
  17. Walking Dead Network Still Has Life (wsj)

Be in the know. 27 key reads for Monday…

  1. Pfizer agrees to buy Global Blood Therapeutics in deal valued at $5.4 billion: WSJ (MarketWatch)
  2. Share Buyback Tax’s Lag Could Spur Rush to Repurchase This Year (bloomberg)
  3. The Fed Is About to Ramp Up Balance-Sheet Shrinkage. It May Get Dicey. (barrons)
  4. SoftBank Posts a Record Loss, Says It’s Exploring a Sale of Fortress (barrons)
  5. Senate Passes Inflation Reduction Act. What’s Inside. (barrons)
  6. Tesla and 9 Other Companies That Would Take a Hit From a 15% Minimum Corporate Tax (barrons)
  7. GE Is Building the Electricity Grid of the Future. Here’s What We Found on a Tour. (barrons)
  8. The Math Behind GE’s Breakup. It’s a Sum-of-the-Parts Party. (barrons)
  9. Disney, Uber, and 11 Beaten Down Stocks That Look Like They Could Come Back (barrons)
  10. Clean Energy Stocks Rise on Senate Passage of Climate Bill (barrons)
  11. The Bull Market in Biotech Stocks Is Still Going Strong (barrons)
  12. Here’s how the Inflation Reduction Act’s rebates and tax credits for heat pumps and solar can lower your energy bill (marketwatch)
  13. A surging stock market is on the verge of signaling a ‘huge’ move — but there’s a catch (marketwatch)
  14. Wall Street Shuffles Bets on Consumer Loans as Economy Slows (wsj)
  15. How ‘Better Call Saul’ Refined the Art of Television (wsj)
  16. Two Chinese Cities Approve Baidu’s Unmanned Self-Driving Taxis (wsj)
  17. Home Sellers Cut Prices as Housing Market Cools (wsj)
  18. Shale Drillers Warn of Higher Costs as They Report Record Profits (wsj)
  19. Why Not to Worry, China Chip Stocks Rally, Week in Review (chinalastnight)
  20. Why Munster Thinks Tesla Is The Biggest Beneficiary Of The Climate Bill (benzinga)
  21. Investors swarm back to corporate bond ETFs (ft)
  22. ‘Bullet Train’ tops charts in opening weekend with $30.1M (foxbusiness)
  23. America’s Chinese Tech Ban Didn’t Stick (nytimes)
  24. Here’s What’s in the Senate’s Tax and Energy Bill (bloomberg)
  25. Winners and Losers in Democrats’ Signature Tax and Energy Bill (bloomberg)
  26. ‘The market bottom is in’: The chief investment strategist of a $1.4 billion firm explains why he’s rotating back into growth stocks — and lays out the 4 high-quality tech stocks that investors should bet on now (businessinsider)
  27. Lyft (LYFT) Surges on Record Earnings, Analysts Praise Improved Operating Efficiencies (streetinsider)

Be in the know. 20 key reads for Sunday…

  1. The Greatest Value Investor You’ve Never Heard Of (macroops)
  2. Can David Zaslav’s new Warner Bros. Discovery deals work? (nypost)
  3. Elon Musk challenges Twitter CEO Parag Agrawal to ‘public debate’ over bots (nypost)
  4. Share Buyback Tax’s Lag Could Spur Rush to Repurchase This Year (bloomberg)
  5. China’s Trade Surplus at Record as Exports Beat Expectations (bloomberg)
  6. Buffett’s Berkshire Pounces on Market Slump to Buy Equities (bloomberg)
  7. China IPO Market Trounces the World With Record $58 Billion Boom (bloomberg)
  8. China Eases Rules for International Covid Flight Suspensions (bloomberg)
  9. Senate Democrats Close In on Passing Climate, Tax Bill (wsj)
  10. “Deteriorating Situation” Shows Rent Growth “Collapsing” In Sunbelt Markets (zerohedge)
  11. Retail’s ‘Dark Side’: As Inventory Piles Up, Liquidation Warehouses Are Busy (nytimes)
  12. ECRI Weekly Leading Index Update (advisorperspectives)
  13. Limited Edition Maserati Grecale SUVs Are Coming To America (maxim)
  14. The Crypto Crash Is Driving Sales Of Rolex Watches On The Secondary Market (maxim)
  15. Chinese companies on the Fortune Global 500 list contribute more revenue than US companies for the first time (technode)
  16. The Secret to Being Lucky (wired)
  17. The Big Business of Burying Carbon (wired)
  18. Everything DARPA’s Been Doing for the Last 20 yrs (gizmodo)
  19. A new way to pay for college (Update) (npr)
  20. Musk says Twitter deal could go forward once user data confirmed (foxbusiness)