Be in the know. 17 key reads for Monday…

  1. Alibaba plans to launch own cloud server chip, Caixin Global reports (TheFly)
  2. Steven Romick just loaded up on these China stocks (asiamarkets)
  3. Staff Says Wall Street Is Getting Inflation Call All Wrong (Bloomberg)
  4. China Property and Energy Crises Deliver Blow to GDP Growth (Bloomberg)
  5. China’s economy stumbles on power crunch, property woes (Reuters)
  6. China’s Growth Hit by Energy and Property Problems (Barron’s)
  7. This Market Reflects Investors’ Pessimism. Time for Some Optimism. (Barron’s)
  8. Facebook to Hire 10,000 People to Build Its ‘Metaverse.’ What That Means. (Barron’s)
  9. Supply-Chain Bottlenecks, Elevated Inflation to Last Well Into Next Year, Survey Finds (Wall Street Journal)
  10. The Amazing Things You’ll Do in the ‘Metaverse’ and What It Will Take to Get There (Wall Street Journal)
  11. Rising Mortgage Rates Shift Lenders’ Focus to Home Buyers (Wall Street Journal)
  12. Goldman Sachs Cleared to Own All of China Unit (Wall Street Journal)
  13. China Can ‘Contain’ Risks; Home Sales Drop: Evergrande Update (Bloomberg)
  14. Jamie Dimon is just one finance leader not buying the bitcoin hype as it heads back to its record high. Here are 18 other skeptics. (businessinsider)
  15. ‘Crazy’ bets on $200 oil invade the options market (FoxBusiness)
  16. Nato to expand focus to counter rising China (Financial Times)
  17. Xi Jinping undeterred from structural shifts despite China’s economic slowdown (Financial Times)

Be in the know. 10 key reads for Sunday…

  1. How Clever Deals Made Houston Rockets Owner Tilman Fertitta Billions Richer During The Pandemic (Forbes)
  2. KKR: memories from Barbarians at the Gate (Financial Times)
  3. 2021 Forbes 400 (Forbes)
  4. Meet The 44 Newcomers Joining The Forbes 400 List Of America’s Richest People (Forbes)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. Mercedes-Benz Reveals Mil-Spec G-Wagen With Ultra-Rugged Upgrades (Maxim)
  7. Robert Cialdini: The Principles of Persuasion [The Knowledge Project Ep. #122] (Farnam Street)
  8. Walter Isaacson: Curiosity Fuels Creativity [The Knowledge Project Ep. #121] (Farnam Street)
  9. 45 Fascinating Facts About James Bond (mentalfloss)
  10. Michael Pettis on What Evergrande Means for China’s Macro Economy (Bloomberg)

Be in the know. 45 key reads for Saturday…

  1. Charles Munger: Bet Heavily When An Opportunity Presents (acquirersmultiple)
  2. 3 reasons China in the 2020s could start slowing dramatically like Japan in the 1990s (businessinsider)
  3. China’s Xi Says Common Prosperity Doesn’t Mean Full Equality (Bloomberg)
  4. Value stocks are unloved, unsexy, and poised to make a killing over the next decade (fortune)
  5. Stocks Are Still the Place to Be, Our Exclusive Big Money Poll Finds (Barron’s)
  6. Academics cast harsh light on composition of S&P index (Financial Times)
  7. The Man Behind Moderna on What’s Next in Biotech (Barron’s)
  8. Wise Words from Warren Buffett (novelinvestor)
  9. US to ease travel restrictions for vaccinated foreign nationals from November 8 (Financial Times)
  10. J&J Booster Backed by FDA Advisory Committee. Here’s What Comes Next. (Barron’s)
  11. History of Sovereign Defaults & Debt Limits (investoramnesia)
  12. Jack Ma and the Chinese tech titans’ mission to give away billions (Financial Times)
  13. The First Bitcoin Futures ETF Is Coming Next Week. What Investors Need to Know. (Barron’s)
  14. How private equity came to resemble the sprawling empires it once broke up (Financial Times)
  15. Verizon (VZ) Dividend Stock Analysis (dividendgrowthinvestor)
  16. 3 Trends to Watch in Digital Advertising (morningstar)
  17. This Market Reflects Investors’ Pessimism. Time for Some Optimism. (Barron’s)
  18. Growth Bubble: Making Money on Companies That Make No Money (gmo)
  19. Can Small Caps Regain Leadership? (royce)
  20. Big Tech Rules the Stock Market. Why It’s Not Time to Relax. (Barron’s)
  21. Why the Stock Market Decline Is Over — For Now (Barron’s)
  22. Peter Lynch: The Next 10-Bagger Is Staring You In The Face (acquirersmultiple)
  23. 5 Stocks That Aren’t Banks to Play a Steepening Yield Curve (Barron’s)
  24. The Threat of Stagflation Is Haunting Investors. Here’s How Scared You Should Be. (Barron’s)
  25. How I Built The Tim Ferriss Show to 700+ Million Downloads — An Immersive Explanation of All Aspects and Key Decisions (Featuring Chris Hutchins) (#538) (Tim Ferriss)
  26. A Meeting of Great Minds: Bill Miller and William Green (millervalue)
  27. The FDA Is About to Make Some Major Drug Decisions. What Investors Need to Know. (Barron’s)
  28. Koch Industries Invests in Covid-19 Tests, IoT Firm (Barron’s)
  29. Value stocks: Assessing 3 key drivers (fidelity)
  30. Retail Stocks Are All Over the Place Now. How to Choose Carefully. (Barron’s)
  31. 33 Undervalued Stocks for the Fourth Quarter (Morningstar)
  32. Tech Earnings Will Be Dominated by Shortage Talk. Investors Beware. (Barron’s)
  33. Financials and energy stocks are cheap: Oakmark’s Nygren (CNBC)
  34. Dell Is a Leader in PCs. How a Spinoff Could Unlock the Value in the Stock. (Barron’s)
  35. 10 Undervalued Stocks With Solid Dividends (morningstar)
  36. Don’t Count Out Covid-19 Monoclonal Antibody Treatments, Analyst Says. These Are the Stocks to Watch. (Barron’s)
  37. Investing in 2021 with Cathie Wood & Andrew Ross Sorkin (SALT)
  38. India’s Tech IPOs Look Too Pricey. How to Play the Stock Market’s Momentum. (Barron’s)
  39. 24: Warren Buffett, Bobby Fischer and Chess: How To Simplify Your Investing Process (And Get Better Results Too) (watchlistinvesting)
  40. Venice Is Open to Tourists—and It’s a Steal (Wall Street Journal)
  41. Today’s Tech Founders Don’t Just Own the Company. They’re Also Getting Huge Pay Packages. (Wall Street Journal)
  42. Jack Hughes’ OT goal propels Devils past Blackhawks (New York Post)
  43. Jim Cramer says strong bank earnings have changed the tone of the stock market (CNBC)
  44. Goldman Says China Won’t Cut Reserve Requirement Ratio This Year (Bloomberg)
  45. Goldman Sachs CEO Says Wage Inflation Is Spreading Through Economy (Bloomberg)