Be in the know. 17 key reads for Monday…

  1. Alibaba to ‘strive’ to keep New York listing despite addition to SEC watchlist (ft)
  2. Big Tech’s Reign Isn’t Over (barrons)
  3. Boeing Stock Jumps as 787 Deliveries Can Resume (barrons)
  4. Alibaba Stock Rises as E-Commerce Giant Resolves to Maintain U.S. Listing (barrons)
  5. Bernanke: Why the Fed Didn’t Act Faster to Rein In Inflation (barrons)
  6. Key Lime Pie Fans Whipped Up Over Dessert Snub (wsj)
  7. Falling Food Prices Ease Upward Pressure on Global Inflation (wsj)
  8. China’s Economy Tested by Strained City Finances (wsj)
  9. Can a ‘Magic’ Protein Slow the Aging Process? (nytimes)
  10. Bank of America Says a 2% US 10-Year Treasury Yield Is Possible (bloomberg)
  11. Apple Starts Four-Part Bond Sale to Fund Buybacks, Dividends (bloomberg)
  12. Tom Brady-Backed Hero Bread in Talks to Raise Convertible Note (bloomberg)
  13. Shares of Chinese EV makers Nio, Xpeng and Li Auto rise as July car deliveries jump (cnbc)
  14. The stock market could surge 18% to new highs by year-end as the 2022 bear market is over, Fundstrat says (businessinsider)
  15. China’s PBOC Pledges Stable Financing for Property Sector (bloomberg)
  16. Vast majority will pay more in taxes as result of inflation bill (foxbusiness)
  17. CSRC, China’s securities watchdog, pledges to prevent ‘abnormal fluctuations’ in embattled stock market (scmp)

Be in the know. 22 key reads for Sunday…

  1. Auto Makers Say Car Sales Will Defy Economic Gloom (wsj)
  2. Big Tech’s Reign Isn’t Over Yet. These Stocks Look Like Strong Buys. (barrons)
  3. Amazon Stock Has Gotten Crushed. There’s a Case It Could Double, or Even Triple, From Here. (barrons)
  4. Smaller Stocks Have Been Big Winners. Why Their Streak Can Continue. (barrons)
  5. Sarepta Will Seek Approval of Gene Therapy Before Completing Phase 3 Trial (barrons)
  6. China’s Xi Promotes Team of Allies to Influential Posts, Fortifying His Power (wsj)
  7. Kyrsten Sinema Is Critical Vote on Manchin-Schumer Climate and Tax Deal (wsj)
  8. ‘We’ve never seen anything like this’: US retailers compete to clear stock (ft)
  9. ‘Gumming up’: unwanted debt from buyout boom stuck at investment banks (ft)
  10. Rolls-Royce’s new CEO says focus will be on opportunity and strategic clarity (ft)
  11. Boeing Gets FAA Clearance to Restart 787 Dreamliner Delivery (bloomberg)
  12. SEC Adds Alibaba to List of Chinese Companies Facing Delisting (wsj)
  13. The Crypto Collapse Has Flooded the Market With Rolex and Patek (bloomberg)
  14. Tom Lee says the 2022 bear market is over, stocks could hit new highs before year-end (cnbc)
  15. ECRI Weekly Leading Index Update (advisorperspectives)
  16. Crops ‘Stored Everywhere’: Ukraine’s Harvest Piles Up (nytimes)
  17. Liv Boeree, Poker and Life — Core Strategies, Turning $500 into $1.7M, Cage Dancing, Game Theory, and Metaphysical Curiosities (#611) (blog)
  18. Bloomberg Wealth: Nelson Peltz (bloomberg)
  19. Nevis Is a Zen Paradise—and One of the Best Undiscovered Caribbean Islands (mensjournal)
  20. 10 Best Luxury Hotels in the World for a No-Expense-Spared Getaway (mensjournal)
  21. Can the Iran Nuclear Deal Survive? (cfr)
  22. Drugs, electric cars, taxes (npr)

Be in the know. 10 key reads for Saturday…

  1. Negotiated drug prices will only apply to a narrow category of expensive drugs with no generic competition, and then only in relatively small numbers. (washingtonpost)
  2. Alibaba Chairman and CEO’s Letter to Shareholders (alibabagroup)
  3. SEC added Alibaba Group Holding Ltd. to a list of Chinese companies at risk of being delisted from the U.S. exchanges if their auditors can’t be inspected before spring 2024. (wsj)
  4. Amazon stock surges toward biggest monthly gain in 15 years (marketwatch)
  5. Billionaire investor Ray Dalio warns US can’t keep spending and bring down inflation (foxbusiness)
  6. Shale Drilling Climbs to Levels Not Seen Since Early Weeks of Pandemic (bloomberg)
  7. Intel’s Gelsinger Says Stock Deserves to Be Down, Rebound Coming (bloomberg)
  8. China Evergrande Breaks Silence on Debt-Restructuring Plan (wsj)
  9. Carried-Interest Change Would Hit Top Wall Street Brass, but Could Be Hard to Make Stick (wsj)
  10. What Did Joe Manchin Get for $433 Billion? (wsj)

Be in the know. 17 key reads for Friday…

  1. Artisan Partners: “BABA’s Shares Could Double, and They Still Would Not Be Expensive” (yahoo)
  2. Biden & Xi Meet, Gensler Signals Progress On Audit Deal (chinalastnight)
  3. China’s top leadership vows to give ‘green light’ to a batch of tech deals in sign of policy relaxation (scmp)
  4. Jack Ma’s exit would smooth Ant’s IPO march (reuters)
  5. A year after China’s private tutoring crackdown, classes have moved underground as companies struggle to pivot (scmp)
  6. China’s Politburo Ignites Talk About $220 Billion More in Debt (bloomberg)
  7. Why the Retreat in Commodities Prices May Last a While Longer (barrons)
  8. Stock Gains for Apple and Amazon Lift All of Big Tech (barrons)
  9. Apple Earnings Beat Estimates Thanks to the iPhone. The Stock Is Rising. (barrons)
  10. Amazon Sales Were Better Than Expected. The Stock Is Soaring. (barrons)
  11. Elon Musk Says Inflation Might Be Trending Down (barrons)
  12. The Make-Or-Break Moment Is Here For Highly Rated Neurocrine Biosciences (investors)
  13. Taiwan Semi’s Spending Spree Will Pay Off Big in the Long Term (barrons)
  14. Christie’s Charity Auction to Mark the 60th Anniversary of James Bond Films (barrons)
  15. Alibaba is at the center of a huge Hong Kong-Wall Street realignment (yahoo)
  16. Biden, Xi Plan In-Person Meet as Taiwan Tensions Intensify (bloomberg)
  17. What It Would Take for Jack Ma’s Ant to Reboot an IPO (bloomberg)

Be in the know. 30 key reads for Thursday…

  1. I Beg to Differ (Howard Marks)
  2. Alibaba, Meituan are top picks at Daiwa in sector upgrade as internet stocks to benefit most from China stimulus (scmp)
  3. The Fed is no longer behind the curve, says DoubleLine CEO Jeffrey Gundlach (cnbc)
  4. US enters technical recession after contraction in second-quarter growth (ft)
  5. Second straight quarterly decline meets a common definition of recession (wsj)
  6. Jack Ma to Reportedly Cede Control of Ant Group, Seen as a Boost for Alibaba’s Stake (streetinsider)
  7. How the Fed Could Lose Its Nerve (wsj)
  8. China Leaders Call for ‘Best’ Growth Outcome at Key Meeting (bloomberg)
  9. Grocery Bill Inflation Might Have Peaked (wsj)
  10. Teva Tries to Put an End to the Opioid Wars (wsj)
  11. The global recession drum beat is getting louder (reuters)
  12. Pfizer reports big profit and revenue beats, as COVID drug sales increase by nearly $9 billion (marketwatch)
  13. Southwest predicts third-quarter revenue above pre-pandemic levels (reuters)
  14. Merck stock ticks up after profit more than triples to beat expectations (marketwatch)
  15. Chinese Property Shares Rise as Investors Bet on State Support (bloomberg)
  16. Energy on Agenda as Saudi Crown Prince to Meet Macron (bloomberg)
  17. Boeing Reports Drop in Profit but Sees ‘Momentum’ for Turnaround (nytimes)
  18. Amazon’s Quarter Will Be Bad. What Happens Next? (barrons)
  19. Intel’s Profitability Outlook (barrons)
  20. Honeywell Earnings Rise. More People Are on Planes and in the Office. (barrons)
  21. Jack Ma To Cede Control Of Ant Group Control (zerohedge)
  22. Facebook Parent Meta Platforms Reports First Ever Revenue Drop (wsj)
  23. Senate Approves $280 Billion Bill to Boost U.S. Chip Making, Technology (wsj)
  24. Joe Manchin Reaches Deal With Chuck Schumer on Energy, Healthcare, Tax Package (wsj)
  25. CBO Expects Significant Rise in Public Debt Burden, Deficit (wsj)
  26. Ford’s Profit Rises on Higher Sales, More Inventory (wsj)
  27. US Jobless Claims Fall Slightly, Hold Near Eight-Month High (bloomberg)
  28. Royal Caribbean beats revenue estimates on pent-up demand (reuters)
  29. China’s central bank seeks to mobilise $148bn bailout for real estate projects (ft)
  30. Fed’s Jay Powell calls time on running commentary for rate rises (ft)
  31. Macau opens for casino licence renewals until September 24 (scmp)