Be in the know. 27 key reads for Tuesday…

  1. Alibaba Stock Is Back in Its Groove. Why Chinese Tech Could Keep Outperforming. (barrons)
  2. Alibaba: Ant listing approval would help China stocks return to normality (ft)
  3. BofA’s Bull and Bear Indicator is at ‘Maximum Bearish’ For a Third Week In a Row (streetinsider)
  4. AstraZeneca to buy biotech firm TeneoTwo for up to $1.27 billion (foxbusiness)
  5. Biotech Stocks Finally Rose in June. What Does It Mean? (barrons)
  6. Why China’s Stock Market Looks Like It Can Keep Going Strong (barrons)
  7. Biden Dropping China Tariffs Could Be Good News for Tech Stocks (barrons)
  8. Biden Might Soon Ease Chinese Tariffs, in a Decision Fraught With Policy Tensions (wsj)
  9. Cutting Tariffs Would Ease Inflation. What Are We Waiting For? (barrons)
  10. Consumers’ Inflation Psychology Worries Fed (wsj)
  11. Short Sellers Pull Back on Their Bets Against the Stock Market (wsj)
  12. Secrets of Sovereign (institutionalinvestor)
  13. Earnings Season Will Be All About Vibes From Management (barrons)
  14. Tesla Is No Longer the World’s Largest EV Seller. Here’s Who Is. (barrons)
  15. Ray Dalio attacks U.S. populists and warns Russia may be ‘lesser loser’ in Ukraine war (marketwatch)
  16. Here’s how far house prices are set to fall as rates go up, according to this forecasting firm (marketwatch)
  17. Euro to reach parity against the U.S. dollar unless natural-gas crisis ends, Citi strategists warn (marketwatch)
  18. If the U.S. Is in a Recession, It’s a Very Strange One (wsj)
  19. Nuclear Power Gets New Push in U.S., Winning Converts (nytimes)
  20. Liquefied Natural Gas Comes to Europe’s Rescue. But for How Long? (nytimes)
  21. NHL mock draft: Projected first-round picks for Thursday in Montreal (usatoday)
  22. China’s Liu He and U.S. Treasury Secretary Janet Yellen hold virtual talks (cnbc)
  23. Citi Says Oil May Collapse to $65 by the Year-End on Recession (bloomberg)
  24. American Factories Are Making Stuff Again as CEOs Take Production Out of China (bloomberg)
  25. Consumer Debt Isn’t Stressing Banks — Yet (bloomberg)
  26. Ford U.S. sales jump in June (marketwatch)
  27. China to Set Up a $75 Billion Infrastructure Fund to Reaccelerate Economy Growth (streetinsider)

Be in the know. 25 key reads for Independence Day!

  1. Futures Rebound On Report Biden To Roll Back Chinese Tariffs Soon (zerohedge)
  2. Commodity Price Slide Raises Hopes Inflation May Ease (wsj)
  3. Why China’s Stock Market Looks Like It Can Keep Going Strong (barrons)
  4. Alibaba to test self-driving trucks on public roads without human safety drivers (technode)
  5. Las Vegas Sands Stock Could Win Big in a Reopened China (barrons)
  6. Rolls-Royce: Six sites shortlisted for nuclear reactor factory (bbc)
  7. The Chandler Brothers: The Greatest Investors You’ve Never Heard of (macro-ops)
  8. The big banks are much better businesses than they were decades ago, says Oakmark’s Bill Nygren (cnbc)
  9. John C. Malone – Chairman – Liberty Media LLC (youtube via acquirersmultiple.com)
  10. Meta Plunge Lures Value Buyers as Growth Funds Flee (yahoo)
  11. Elon Musk once laughed at Warren Buffett–backed BYD. (fortune)
  12. The DeLorean Comes Back From The Past (forbes)
  13. Bezos slams Biden’s call for gasoline stations to cut prices (reuters)
  14. New Oriental is planning an education livestream platform (technode)
  15. SpaceX’s Starlink is coming to planes, trains, and automobiles (thenextweb)
  16. Google Password Manager just got an update (mashable)
  17. China More Dependent on US and Our Technology Than You Think (dailysignal)
  18. All roads lead to Russian indicators (npr)
  19. A chat with Ray Dalio (thehustle)
  20. Iran Slashes the Cost of Its Oil to Compete With Russia in China (bloomberg)
  21. 3-D Printing Grows Beyond Its Novelty Roots (nytimes)
  22. Home sellers are realizing that the market has turned (yahoo)
  23. Boeing and 7 More Industrial Stocks for the Second Half of 2022 (barrons)
  24. Glut of Goods at Target, Walmart Is a Boon for Liquidators (wsj)
  25. Warren Buffett Has Advice for the Barbarians at Japan’s Gate (bloomberg)

Be in the know. 20 key reads for Sunday…

  1. Investing icon Peter Lynch warned against speculating, panicking, and trying to predict the market in a rare interview. Here are the 9 best quotes. (businessinsider)
  2. Hong Kong’s Dry Spell for IPOs Set to End With Big China Deals (bloomberg)
  3. Zuckerberg says Meta is ‘turning up the heat’ so employees will quit: ‘That self-selection is OK with me’ (nypost)
  4. Ritzy new developments are turning Hudson Valley into the Hamptons (nypost)
  5. Biden Seeks to Block New Offshore Drilling in Atlantic, Pacific (wsj)
  6. Supreme Court Climate Ruling Adds Obstacles to SEC Policies (wsj)
  7. How America’s Summer Vacation Came Back Stronger Than Ever (wsj)
  8. Cooling Demand for Goods Threatens to Turn Pandemic Boom Into Bust (wsj)
  9. 2023 Aston Martin DBX707: An SUV That Drives Like a Super Coupe (wsj)
  10. GM expects to complete the sales later in the year (wsj)
  11. Banks Get Burned by Risky Debt, Imperiling Buyout Activity (wsj)
  12. Russia claims full control of Luhansk region after seizing last city (ft)
  13. China’s self-styled Warren Buffett haunted by Fosun’s $40bn debt (ft)
  14. Shipping boss says Japan has no choice but to buy Russian gas (ft)
  15. Here are 4 growth stocks that can succeed in any market setting, according to a portfolio manager who’s beaten 99% of peers over the past 15 years (businessinsider)
  16. Forget the Eiffel Tower. Here’s where the French travel in France (cnbc)
  17. Master Investor Ed Thorp on How to Think for Yourself, Mental Models for the Second Half of Life, How to Be Inner-Directed, How Basic Numeracy Is a Superpower, and The Dangers of Investing Fads (#604) (blog)
  18. Howard Marks, Co-chairman of Oaktree Capital Management (Goldman Sachs)
  19. Time is ripe to snap up bargains, says debt investor Howard Marks (ft)
  20. We are in a mild recession: Wharton’s Jeremy Siegel (cnbc)

Be in the know. 17 key reads for Saturday…

  1. BlackRock’s China ETF Lures Record Cash Amid World-Beating Rally (bloomberg)
  2. Secrets of Sovereign – Chandler Brothers (institutionalinvestor)
  3. Las Vegas Sands Stock Could Win Big as China Eases Zero-Covid Rules (barrons)
  4. 10-year Treasury yield tumbles further below 3%, sees biggest weekly drop since March (marketwatch)
  5. Berkshire Hathaway buys 9.9 mln more Occidental shares, has 17.4% stake (reuters)
  6. Wedbush’s Dan Ives reveals the whisper number for Tesla deliveries (foxbusiness)
  7. Netflix Crashes After ‘Stranger Things 4’ Finale Release (bloomberg)
  8. Home Sellers Are Slashing Prices in Sudden Halt to Pandemic Boom (bloomberg)
  9. Wheat Sinks to Pre-War Levels as Recession Fears Grow (bloomberg)
  10. Song By Song, Country Star Luke Combs Grows Into Stadiums (bloomberg)
  11. Home Prices Could Level Out Next Year. Here’s How. (barrons)
  12. Commodities Prices Are Falling. What It Means. (barrons)
  13. Forget the 1970s — this market is drawing comparisons to the 1870s (marketwatch)
  14. Big-name investors are back putting more ‘junk’ in their funds, despite the carnage in bonds (marketwatch)
  15. Boeing Just Can’t Get the Upper Hand Against Airbus. Why That’s No Problem. (barrons)
  16. S. Banks Are ‘Dramatically Undervalued.’ 8 Stocks to Buy. (barrons)
  17. Driving the 2022 Porsche 911 Targa 4 GTS, a Car with History (barrons)

Be in the know. 20 key reads for Friday.

  1. Xi Tells Hong Kong to Focus on Business After Turmoil (bloomberg)
  2. Supply chain issues ‘eased significantly’ — and inflation could be next (yahoo)
  3. Iran Nuclear Talks Likely to Resume After Biden’s Mideast Trip (bloomberg)
  4. S&P 500’s Brutal First Half Has Little Bearing on the Future (bloomberg)
  5. Goldman Strategists Warn Risk of Stock Selloff Is Still High (bloomberg)
  6. China’s Economy Returns to Growth Mode as Covid-19 Lockdowns Lift (wsj)
  7. The Wheels Have Come Off Electric Vehicles (bloomberg)
  8. The Top Luxury Convertibles, From European Supercars to US Classics (bloomberg)
  9. Li Auto stock rallies after June EV deliveries rise nearly 70% (marketwatch)
  10. NIO stock jumps after June EV deliveries rise sharply from a last month and from last year (marketwatch)
  11. The Fed Is Quietly Handing Out $250 Million To A Handful Of Happy Recipients Every Single Day (zerohedge)
  12. XPeng stock rallies after June deliveries more than double from a year ago (marketwatch)
  13. Here’s what one investor says he’s learned from Warren Buffett and Charlie Munger — and the mistakes he’s made (marketwatch)
  14. The Dow suffered its worst first half since 1962. What history says about the path ahead. (marketwatch)
  15. The chip boom likely over, as Micron says it’s in a ‘downturn’ (marketwatch)
  16. The Super, Super Rich: 20 People Worth More than $50 Billion (barrons)
  17. Supreme Court Puts Brakes on EPA in Far-Reaching Decision (wsj)
  18. Supply-chain issues restrict inventory on dealer lots; ‘We could sell all of the vehicles that we could possibly get’ (wsj)
  19. Attention Biotech Investors: Mark Your Calendar For These July PDUFA Dates (benzinga)
  20. Chinese stocks still cheap for Credit Suisse as others fret about zero-Covid (scmp)