Be in the know. 21 key reads for Monday…

  1. Xi’s ‘Common Prosperity’ in Theory and Practice (Wall Street Journal)
  2. China regulator suggests Big Tech crackdown may be coming to an end, report says (businessinsider)
  3. Higher Costs Could Dent Profits. Earnings Prove They’re Helping (Barron’s)
  4. Tom Brady’s Latest Milestone Is Another Untouchable One (bloomberg)
  5. China’s Deep Ocean Dives May Not Be Quite What They Seem (bloomberg)
  6. Apple Has Upended the Online Ad Market. Snap Is Just the Beginning of the Pain. (Barron’s)
  7. These Pros Aren’t Worried About Inflation and Stagflation. Where to Invest Next. (Barron’s)
  8. The ECB’s big meeting is in December — here’s what analysts expect at this week’s gathering (marketwatch)
  9. Tech will dominate this week, but here’s one up-and-coming sector investors shouldn’t overlook (marketwatch)
  10. “Euphoria Is Increasing”: Goldman Doubles Down On Market Meltup Call, Sees $90BN In New Stock Buying This Week (zerohedge)
  11. Inside Facebook’s struggle to keep young people (theverge)
  12. Hertz reportedly orders 100,000 Teslas in $4.2 billion deal (theverge)
  13. The U.S. Fentanyl Crisis: What to Know (cfr)
  14. How Patrick Soon-Shiong Made His Fortune Before Buying the L.A. Times (newyorker)
  15. Dan Alpert on the Big Difference Between Now and the 1970s (Bloomberg)
  16. Why You Don’t Need to Be an Expert in Your Field to Start a Billion-Dollar Company ()
  17. S. Companies Bet Shoppers Will Keep Paying Higher Prices (Wall Street Journal)
  18. Energy-Stock Surge Leaves Climate-Focused Investors Behind (Wall Street Journal)
  19. Covid-19 Sets Back China’s Plans to Rebalance Its Economy (Wall Street Journal)
  20. Analysts Are Still Fans of Facebook Despite Deepening Selloff (Bloomberg)
  21. China’s ICBC to provide $470 bln of energy financing over next 5 yrs (Reuters)

Be in the know. 15 key reads for Sunday…

  1. Alibaba CEO Daniel Zhang says China’s ‘common prosperity’ will boost his bottom line (Fortune)
  2. Hedge Funds Slash Faang Exposure to Two-Year Low Before Earnings (Bloomberg)
  3. Services Are Yet Another Snag for Oil and Gas (Wall Street Journal)
  4. Big Tech stocks are the market’s superstars but rising rates could bring them down (marketwatch)
  5. The 22 Best Places To Travel In 2022, According To Ovation Travel Group (Forbes)
  6. Meet The 44 Newcomers Joining The Forbes 400 List Of America’s Richest People (Forbes)
  7. China’s debt-ridden Evergrande resumes work on more than 10 property projects (Reuters)
  8. Wall St Week Ahead Tech giants’ earnings may be another test for markets at new highs (Reuters)
  9. ECRI Weekly Leading Index Update (advisorperspectives)
  10. Value stocks are unloved, unsexy, and poised to make a killing over the next decade (Fortune)
  11. NFTs are not just for digital art—and their popularity is growing (economist)
  12. EVs Are the Future, but Are They Really All That Eco-Friendly? (robbreport)
  13. Top highlights from Xpeng’s 2021 Tech Day (techcrunch)
  14. Larry’s 50 Funniest Grievances on “Curb Your Enthusiasm,” Ranked (insidehook)
  15. Tencent to assemble a team for metaverse projects: report (technode)

Be in the know. 20 key reads for Saturday…

  1. 3 Investing Ideas for Contrarians (morningstar)
  2. Small-Caps Are Cheaper Than Large Caps. Why Long-Term Investors Should Care. (Barron’s)
  3. Investors Bet Inflation Pressures Will Linger (Wall Street Journal)
  4. Turns Out Tesla Is Right. EV Buyers Only Want Teslas. (Barron’s)
  5. Cheap Money’s Lifting Just About Everything. Enjoy It While It Lasts. (Barron’s)
  6. Financiers find safe space for Milken jamboree at The Beverly Hilton (Financial Times)
  7. A Conversation with Oaktree Capital Co-Chairman Howard Marks (Milken)
  8. Four Utility Stocks That Can Juice Up Your Portfolio (Barron’s)
  9. How to Invest in the Metaverse—and Find It (Barron’s)
  10. Powell Says Supply-Side Constraints Have Worsened, Creating More Inflation Risk (Wall Street Journal)
  11. Ahead of COP26, Saudi Arabia Resists Calls to Cut Oil Investment (Wall Street Journal)
  12. How Container Shipping Works? (marineinsight)
  13. Apple’s Privacy Change Is Hitting Tech and E-Commerce Companies. Here’s Why. (Wall Street Journal)
  14. Honeywell’s Formula for Success in China (Wall Street Journal)
  15. Panic Series (Pt. V) – 1857 (investoramnesia)
  16. The CEOs delivering consistent shareholder returns (Financial Times)
  17. Facebook confronts growth problems as number of young users in US declines (Financial Times)
  18. Kissinger Urges Greater Global Ties to Resolve Pandemic, Climate (Bloomberg)
  19. China Widens Property-Tax Trials With Levy on Residential Owners (Bloomberg)
  20. Adaptability (DGI)