Be in the know. 10 key reads for Tuesday…

  1. Investor case for Chinese assets rises despite regulatory and geopolitical risks (ft)
  2. Is Warren Buffett Selling? BYD Stock Is Down (barrons)
  3. PepsiCo Stock Rises as Earnings, Revenue Beat Forecasts (barrons)
  4. S. yield curve most inverted in 15 years (marketwatch)
  5. Money Is Pouring Into Bonds Again. What It Means. (barrons)
  6. Opinion: ‘A perfect business for an inflationary environment.’ Why this veteran value investor is bullish on a beaten-down telecom stock. (marketwatch)
  7. NFIB small-business optimism index falls to lowest level since the start of the pandemic (marketwatch)
  8. Cruises Are the Cheapest Way to Travel This Summer (wsj)
  9. Crispr for the Masses Gets a Little Closer to Reality (bloomberg)
  10. Charts suggest the market is poised for an August rebound, Jim Cramer says (cnbc)

Be in the know. 27 key reads for Monday…

  1. A chief market strategist at a $1.8 billion firm explains why you should consider buying ‘beaten-up’ Chinese stocks and a risk-free, inflation-protected asset with a guaranteed 9.62% return as the market continues selling off (businessinsider)
  2. China’s Credit Flow Jumps as Government Boosts Economic Stimulus (bloomberg)
  3. GOLDMAN SACHS: These 13 stocks have the most dramatic upside as equities slowly recover from their bear market plunge — including 8 that will more than double in value over the next year (businessinsider)
  4. Conventional Wisdom Says M&A Slows as Rates Rise. History Shows a Different Story. (institutionalinvestor)
  5. Tencent, Alibaba and Didi fined for old unreported merger deals (scmp)
  6. UBS says the dollar’s surge is ‘unlikely to endure’ as the Fed will be forced back into rate-cutting mode. Strategists reveal when this could happen and name 3 global currencies that are now a better bet. (businessinsider)
  7. Elon Musk Is Walking Away from the Twitter Deal. Here’s How It Could Still Happen. (barrons)
  8. Worried About a Recession? Watch the Big Banks’ Earnings. (barrons)
  9. Recession May Be on Our Doorstep. Why That Could Be Good News for Investors. (barrons)
  10. Why Starbucks Stock Could Be Ready to Run (barrons)
  11. This Analyst Cut His Price Target for Nvidia. Its Challenges Go Beyond Russia and China. (barrons)
  12. MGM and Wynn Stocks Fall as Macau Shuts Down Casinos Again (barrons)
  13. Bed Bath & Beyond Insiders Scooped Up the Stock After an Awful Quarter (barrons)
  14. The Stock Market Faces Next Test as Inflation Looms Over Earnings Season (wsj)
  15. Show of force How ‘Yellowstone’ turned Taylor Sheridan into a TV kingmaker (nypost)
  16. The top 20 NHL free agents and where they may land (nypost)
  17. Macau Shuts Casinos as City Enters Weeklong Lockdown (wsj)
  18. Citi, Morgan Stanley Disagree on Earnings Impact for US Stocks (bloomberg)
  19. Home-Sale Cancellations Jumped in June as Buyers Backed Away (bloomberg)
  20. Costco CEO’s one-word answer to whether he would raise the price of hot dogs: “No” (cnbc)
  21. Millennial and Gen Z’s days of remote working could be numbered, says author (cnbc)
  22. Charlie Munger personally backed an investor seeking to build the Berkshire Hathaway of Australia — even though he rarely trusts anyone except Warren Buffett to manage his money (businessinsider)
  23. Electric car survey finds this as the biggest reason preventing people from buying them (foxbusiness)
  24. Goldman Sachs Cuts Buffett’s Favorite Occidental to Neutral After Outperformance (streetinsider)
  25. The Big Read. FT interview: Brazil’s Lula on the prospects of an extraordinary comeback (ft)
  26. Russia turns off gas pipeline to Germany for repairs (ft)
  27. Joe Biden seeks reset on Saudi Arabia as oil tensions flare (ft)

Be in the know. 23 key reads for Sunday…

  1. Is a Recession Coming? Investors Turn to Earnings for Clues (bloomberg)
  2. Charlie Munger – Daily Journal Corp. Latest Holdings (dataroma)
  3. Rethinking the value of collateral for money markets (ft)
  4. 5 Best Chinese Stocks: All Are Near Buy Points (investors)
  5. This David Brown Speedback GT Is A Glorious Tribute To James Bond’s Favorite Ride (maxim)
  6. ‘This is all because of the politicians’: rising prices anger Indians (ft)
  7. Why This Baseball Billionaire Is Betting On Amazon, AT&T And J.P. Morgan (forbes)
  8. ‘If it’s a recession… buy!’ This little-known market indicator is telling you to scoop up stocks on the cheap (marketwatch)
  9. Buy Unilever and Las Vegas Sands, Causeway’s Ellen Lee Says (bloomberg)
  10. Hong Kong’s Paul Chan Says China’s Economy Will Rebound Quickly (bloomberg)
  11. China Car Sales Jump as Covid Curbs Relaxed (wsj)
  12. Small-Cap Stocks Are Starting to Stage Their Comeback (wsj)
  13. McLaren Speedtail: A $3 Million Zoom With a View (wsj)
  14. Goldman Sachs: Buy these 50 stocks with strong dividend growth (businessinsider)
  15. Biden-Xi Call Likely to Take Place in Coming Weeks, Blinken Says (bloomberg)
  16. Elon Musk Terminates Twitter (TWTR) Acquisition Citing ‘Material Breach’ (streetinsider)
  17. Short Sellers May Be Signaling a Market Bottom (institutionalinvestor)
  18. The mystery of how quantitative tightening will affect markets (ft)
  19. Shanghai to ramp up support for metaverse development, low-carbon projects, smart gadgets to help China’s economic recovery (scmp)
  20. Why Is Meta Stock So Cheap? (morningstar)
  21. Peter Lynch Articles For Worth Magazine (dividendgrowthinvestor)
  22. This Ultra-Rare 1957 Ferrari Race Car Could Fetch up to $10 Million Auction Next Month (robbreport)
  23. Chris Chandler’s Legatum – CIO & Partner – Philip Vassiliou talks investing w/Tom Hayes. HFT VC #142 (youtube)