Be in the know. 20 key reads for Monday…

  1. Here Come the Best 3 Months on the Calendar for Stocks (Barron’s)
  2. Even if Fed Tightens, Easy Money Will Be Available. That’s Good News for Stocks. (Barron’s)
  3. Tax Maneuvering Could Create Opportunity in These 7 Beaten-Down Stocks (Barron’s)
  4. Exxon Mobil as COP26 play? Here’s why Morgan Stanley says some of the dirtiest companies will benefit from decarbonization. (marketwatch)
  5. XPeng’s stock rallies after October deliveries update, Li Auto’s slip (marketwatch)
  6. One Upside to Economic Woes May Be China-U.S. Thaw (Wall Street Journal)
  7. Delta Surge of Covid-19 Recedes (Wall Street Journal)
  8. Global Climate Talks Face Hurdles After G-20 Nations Struggle to Find Common Ground (Wall Street Journal)
  9. Wages and Prices Are Up, but It Isn’t a Spiral—Yet (Wall Street Journal)
  10. A contraction in China’s factory activity worsened for a second straight month in October, adding evidence that growth momentum has weakened. (Wall Street Journal)
  11. Uber and Lyft Thought Prices Would Normalize by Now. Here’s Why They Are Still High. (Wall Street Journal)
  12. Investment in Brazilian Startups Is Booming (Wall Street Journal)
  13. China’s Popular Electric Vehicles Have Put Europe’s Automakers on Notice (New York Times)
  14. Bank of America to Apply to Set Up Brokerage Unit in China (Bloomberg)
  15. Tesla’s Hidden Billionaire: How a Retail Trader Made $7 Billion (Bloomberg)
  16. Erdogan Says He Expects Biden to Help With F-16 Approvals: AHBR (Bloomberg)
  17. OPEC+ Balks At Biden’s Demands For More Oil Production (ZeroHedge)
  18. 5 Big Dividend Biotech and Pharmaceutical Stocks Have Strong Upside Potential (247wallst)
  19. Will the ailing Turkish economy bring Erdogan down? (Financial Times)
  20. Yellen says U.S economy is not overheating (Reuters)

Be in the know. 26 key reads for Sunday…

  1. Danbury’s Glover Teixeira wins UFC title, tells city residents ‘Never give up on your dreams’ (newstimes)
  2. “10 To 20 Asset Managers Are Being Liquidated” – Rate Vol Exploding Just As Funds Pile Into Repo Trade That Blew Up Market (ZeroHedge)
  3. For Harry Houdini, Séances and Spiritualism Were Just an Illusion (smithsonianmag)
  4. November’s First Trading Day: DJIA Up Over 1% Three Years in a Row (Almanac Trader)
  5. America’s Favorite Race Car Ain’t No Miata (roadandtrack)
  6. Morgan Plus Four CX-T Review: Ready For Your Next Adventure (Forbes)
  7. The Disrespect (thereformedbroker)
  8. PagSeguro: The ‘Square of Brazil’ Is a Value Buy (gurufocus)
  9. ECRI Weekly Leading Index Update (advisorperspectives)
  10. A LONGER TERM LOOK AT OIL — ENERGY STOCKS TESTING MAJOR TRENDLINE (stockcharts)
  11. Xi Hasn’t Left China in 21 Months. Covid May Be Only Part of the Reason. (dnyuz)
  12. Riding high off vaccine wins, Pfizer CEO Albert Bourla delves into his strategy for the year ahead (Fortune)
  13. Inside the reopening of one of the most luxurious hotels in St. Barths (fortune)
  14. SpaceX Is Expected to Become Even More Valuable Than Tesla, According to Morgan Stanley (RobbReport)
  15. From Alabama to Wyoming: The Most Expensive Home for Sale in Every State (robbreport)
  16. The 2023 Corvette Z06 Has Just Been Unveiled—and It Doesn’t Disappoint (architecturaldigest)
  17. Best Halloween Candy, Ranked (gawker)
  18. ICON to build largest 3D printed community of 100 homes co-designed by BIG (designboom)
  19. What I Discovered at My First F1 Race (thedrive)
  20. The Real Roots of Midlife Crisis (getpocket)
  21. Learn Anything Faster By Using The Feynman Technique (cantorsparadise)
  22. The Bonfire of the Currencies? (project-syndicate)
  23. Internal vs. External Benchmarks (collaborativefund)
  24. Craig Fuller on the Huge Challenge of Getting the Ports To Operate 24/7 (bloomberg)
  25. Dan Alpert on the Big Difference Between Now and the 1970s (bloomberg)
  26. Keanu Reeves Surprised His John Wick Stuntmen with Rolex Submariners (gq)

Be in the know. 30 key reads for Saturday…

  1. University of California Increased Alibaba, Pinduoduo Stock Investments (Barron’s)
  2. MSG Entertainment, MSG Sports, and AMC Networks Can Be Contenders. And Their Stocks Are Cheap. (Barron’s)
  3. Tesla Is Winning the EV Race. Better Batteries Will Help Ford and GM Close the Gap. (Barron’s)
  4. Forget AMC. Buy Cinemark. (Barron’s)
  5. Royal Caribbean Expects a Profit Next Year. Wall Street Takes a Wait-and-See Approach. (Barron’s)
  6. Cruise Lines Could Get a Boost as Travelers Splurge on ‘Revenge Travel’ (Barron’s)
  7. Merck’s Covid Antiviral Isn’t Just a Quick Win (Barron’s)
  8. Easy Money Will Stay Even if the Fed Tightens. That’s Good for Stocks. (Barron’s)
  9. There Are Hundreds of Reasons to Sell the Stock Market. Don’t. (Barron’s)
  10. Big Tech Earnings Are Over. 6 Things Investors Need to Know About a Disappointing Week. (Barron’s)
  11. Inside DeFi, the Wild West of Cryptocurrency (Barron’s)
  12. Democrats Want to Raise Taxes. Here’s What’s Likely to Change. (Barron’s)
  13. Narrowing Yield Gap Signals Worries Over Fed, Growth (Wall Street Journal)
  14. China Says Outbreak in Inner Mongolia Tourist Spot Under Control (Bloomberg)
  15. Erdogan Set to Seek Biden Meeting in Rome, May Skip COP26 Summit (Bloomberg)
  16. ‘Going It Alone’ Is Not an Option, Draghi Says: G-20 Update (Bloomberg)
  17. Tiger Moms Switch Kids to Sports After Tutoring Purge (Bloomberg)
  18. Stock Skeptics Forced to Recant by Best October Run in Six Years (Bloomberg)
  19. It’s not a ‘Great Resignation’ that will change work forever, one economist says. His calculations show the labor shortage is ending soon. (businessinsider)
  20. Here are 22 stocks best-positioned to drive big returns as the S&P 500 gets set to surge by up to 30% in the next several months, according to a senior research analyst at a $437 billion firm (businessinsider)
  21. From ‘adults giggling’ to utopia: How GM’s Corvette team describes the new Z06 (CNBC)
  22. Jim Cramer says chipmaker GlobalFoundries is a buy after its IPO this week (CNBC)
  23. G-20: COVID-19, corporate taxes, Iran nuclear deal on Biden’s Day 1 agenda (USA Today)
  24. ‘I’d rather be a billionaire and not be loved by everybody’: Charlie Munger shrugs off controversy over $200M donation for nearly windowless dorm (MarketWatch)
  25. Hedge funds seen facing heavy losses amid wrong-way Treasury bets ahead of Fed tapering, traders say (marketwatch)
  26. Eric Schmidt — The Promises and Perils of AI, the Future of Warfare, Profound Revolutions on the Horizon, and Exploring the Meaning of Life (#541) (Tim Ferriss)
  27. 10 Scary Stocks: 2021 Edition (morningstar)
  28. Small Cap Outlook: What’s Likely to Continue—or Change? (royce)
  29. The Billionaire Tax: The Worst Tax Idea Ever? (aswathdamodaran)
  30. Goldman Now Sees Fed Hiking Rates in July as Inflation Lingers (Bloomberg)

Be in the know. 25 key reads for Friday…

  1. Alibaba is ramping up in Europe, and is already ahead of Amazon in one region (CNBC)
  2. After Alibaba’s $400 Billion Stock Selloff, Investors Hope the Worst Is Over (Wall Street Journal)
  3. A Post-Erdogan Era Could Be Lucrative for Turkey’s Markets. How to Play It. (Barron’s)
  4. Bad bets trigger waves of tumult in short-term bond markets (Financial Times)
  5. Goldman Sees Cash-Flush S&P 500 Firms Boosting Buybacks (Bloomberg)
  6. What the Metaverse Is, Who’s in It and Why It Matters (Bloomberg)
  7. Apple sales miss expectations, Tim Cook says supply issues cost company $6 billion (CNBC)
  8. Amazon badly misses on earnings and revenue, gives disappointing fourth-quarter guidance (CNBC)
  9. Climate Change Became the Largest Part of Biden Spending Bill (New York Post)
  10. China Hurries to Burn More Coal, Putting Climate Goals at Risk (New York Times)
  11. Why China Is the World’s Last ‘Zero Covid’ Holdout (New York Times)
  12. Chile Unemployment Falls for Sixth Month as Economy Recovers (Bloomberg)
  13. Earnings results so far show companies are effectively navigating supply issues and rising costs (CNBC)
  14. Exxon Surprises With $10 Billion Stock Buyback Announcement As Cash Flow Soars (ZeroHedge)
  15. Demand For LNG Is Only Going To Rise (ZeroHedge)
  16. UPDATE 1-Yellen expects inflationary pressures to ease by second half of 2022 (Reuters)
  17. Lagarde pushes back on eurozone rate rise bets (Financial Times)
  18. Fed Leadership Uncertainty Muddies Rate-Policy Outlook (Wall Street Journal)
  19. Activision Blizzard Chief Reduces Pay, Pledges Changes Amid Probes Into Company Culture (Wall Street Journal)
  20. How Ryan Reynolds Built a Business Empire (Wall Street Journal)
  21. Biden Spending Bill: What’s Left Out of the Latest Version. (Barron’s)
  22. Millennials Will Drive Home Prices Up for Years to Come (Barron’s)
  23. Don’t Fret Over Higher Interest Rates. Dividend Stocks Can Still Do Fine. (Barron’s)
  24. Evergrande Pays Another Bond on Time, Avoids Default for Now (Barron’s)
  25. Apollo Wants to Be a Bit Like Buffett, But It’s Complicated (Bloomberg)