Be in the know. 20 key reads for Monday…

  1. Sentiment Toward China Is Changing, as Tech Names Rally After Major Fine (Barron’s)
  2. Why China’s Big Investors Are Still Bullish (Barron’s)
  3. Merck Submits Covid Pill to FDA for Emergency Approval (Barron’s)
  4. AstraZeneca Says Drug Reduces Risk of Developing Severe Covid by 50% (Barron’s)
  5. Charlie Munger’s Firm Doubled Down on Alibaba Investment (Barron’s)
  6. Why Goldman’s Nick Snowdon says commodities are in the ‘first innings’ of a supercycle (fnlondon)
  7. JPMorgan puts these two European energy giants on ‘catalyst watch’ ahead of earnings (MarketWatch)
  8. Biggest U.S. Retailers Charter Private Cargo Ships to Sail Around Port Delays (Wall Street Journal)
  9. Oil Jumps Above $80, Turbocharged by Supply Shortages (Wall Street Journal)
  10. China’s Property Market Faces a $5 Trillion Reckoning (Wall Street Journal)
  11. Goldman and JPMorgan Say Buy the Dip (Bloomberg)
  12. Goldman’s Hatzius Sees No Fed Hike Next Year as Growth Slows (Bloomberg)
  13. Dana White Has a Plan for UFC World Domination (Bloomberg)
  14. Nobel economics prize awarded to 3 U.S.-based economists (CNBC)
  15. China tech stocks surge rise despite Meituan being hit with antitrust fine (CNBC)
  16. ‘No Time to Die’ snares $56 million in domestic box office debut, tops $300 million globally (CNBC)
  17. Goldman Sachs cuts its US GDP forecast for the 3rd month in a row because of the “virus drag” on consumer spending and the global semiconductor crunch (Business Insider)
  18. Legendary investor Bill Miller touts bitcoin, says Coinbase could rival Tesla in value, and compares his crypto wager to his Amazon bet in a new interview. Here are the 10 best quotes. (Business Insider)
  19. ‘Fastest Growth Story in Consumer Finance’: Morgan Stanley Starts SoFi (SOFI) at Overweight, Sees Over 50% Upside (streetinsider)
  20. Will the next web be built on ethereum? (Financial Times)

Be in the know. 14 key reads for Sunday…

  1. Chamath Palihapitiya on Venture Investments (Podcast) (bloomberg)
  2. BlackRock’s Transfer of Power (nytimes)
  3. Jobs Forecasters Got Schooled—Here’s Why (Wall Street Journal)
  4. Money Manager Thomas Lee Sees 17-Year Bull Market Powered By Millennials (Forbes)
  5. Meet The World’s Richest 29-Year-Old: How Sam Bankman-Fried Made A Record Fortune In The Crypto Frenzy (Forbes)
  6. ECRI Weekly Leading Index Update (advisorperspectives)
  7. Hydrogen’s moment is here at last (economist)
  8. Driving James Bond’s Original Aston Martin DB5 Left Us Shaken and Stirred (robbreport)
  9. Bugatti Bolide Named ‘World’s Most Beautiful Hypercar’ (maxim)
  10. Airless tires are finally coming in 2024: Here’s why you’ll want a set (cnet)
  11. The Road Ahead for U.S.-China Trade (CFR)
  12. Jobs Friday: Where are all the older workers? (npr)
  13. Why airlines need business travel to return (thehustle)
  14. Simple Mathematical Law Predicts Movement in Cities around the World (scientificamerican)

Be in the know. 23 key reads for Saturday…

  1. There’s a lesson from Charlie Munger’s increased bet on Alibaba (marketwatch)
  2. The Jobs Report Was Ugly. But the Details Tell a More Complicated Story. (Barron’s)
  3. How Washington Is Rewriting the Rules on Wall Street (Barron’s)
  4. Beware the Tech Stock Trap. How Bond Yields Can Signal When It’s a Good Time to Buy. (Barron’s)
  5. TV Isn’t Dying, and This Broadcaster’s Stock Is Underpriced (Barron’s)
  6. Lyme Disease Vaccine From Pfizer and Valneva Will Try to Avoid Past Pitfalls (Barron’s)
  7. Hospitality and Leisure Jobs Still Lagging as Industry Struggles to Attract Workers (Barron’s)
  8. Corning Stock Has 20% Upside, Analyst Says (Barron’s)
  9. 136 nations agree to biggest corporate tax deal in a century (Financial Times)
  10. Bridgewater warns fighting inflation risks derailing economic recovery (Financial Times)
  11. Charts suggest stock market should move higher in late October (CNBC)
  12. Cramer’s week ahead: Earnings season kicks off with the major banks (CNBC)
  13. Here’s where the jobs are — in one chart (CNBC)
  14. Global Supply-Chain Woes Escalate, Threatening Recovery (Wall Street Journal)
  15. U.S. Job Growth Falls to Slowest Pace of Year (Wall Street Journal)
  16. Chinese President Xi Jinping vows to pursue ‘reunification’ with Taiwan by peaceful means(CNN)
  17. 33 Undervalued Stocks for the Fourth Quarter (morningstar)
  18. Q4 Guide to the Markets (JP Morgan)
  19. Transcript: Jack Schwager (Bloomberg)
  20. David Einhorn’s market nihilism(Financial Times)
  21. Citadel CEO Ken Griffin Sounds Off on Everything from Cryptocurrencies to President Trump (Bloomberg)
  22. Value stocks could return 5% or more over the market: Rob Arnott Research Affiliates founder (Yahoo! Finance)
  23. When Should You Sell A Stock? – LI LU (YouTube)