Be in the know. 21 key reads for Wednesday…

  1. Boeing and Spirit Airlines upgraded to outperform at Bernstein on expectations for recovery in air travel (MarketWatch)
  2. Tech stocks were just stomped. Here’s what to watch next, according to Goldman Sachs. (MarketWatch)
  3. Only 47 stocks in the S&P 500 have fallen over the past year — Wall Street predicts they will climb up to 54% in 12 months (MarketWatch)
  4. Dollar Tree adds $1.05 billion to share buyback program, bringing total to $2.5 billion (MarketWatch)
  5. Dollar Tree to Sell More Items Above $1 as Costs Rise (Wall Street Journal)
  6. Merck Says Its Covid-19 Antiviral Pill Looks Good Against Variants (Barron’s)
  7. Meet Ramzi Musallam, Wall Street’s Top-Secret Billionaire Investor (Forbes)
  8. What Is in the $3.5 Trillion Reconciliation Bill? (Wall Street Journal)
  9. Catch the Early Bird Special on Restaurant Stocks (Wall Street Journal)
  10. Bond-Yield Surge Challenges Investor Confidence in Big Tech Companies (Wall Street Journal)
  11. China Evergrande Has Made Restructuring Progress. What to Know. (Barron’s)
  12. How Bad Are Things in China? Goldman Sachs Just Slashed Its Growth Forecast to Zero. (Barron’s)
  13. Elon Musk Weighs In on Space Travel, Crypto, Death, and Taxes (Barron’s)
  14. China Evergrande Group said it plans to raise about $1.5 billion by selling a minority stake in a Chinese bank to a state-owned enterprise. (Wall Street Journal)
  15. ‘No Time to Die’ is Bond shaken, not stirred — and a fitting last outing for Daniel Craig (New York Post)
  16. Crisis Pause. The Energy Report 09/29/2021 (Phil Flynn)
  17. Cargill Sees Bullish Signs for Agricultural Commodities, Despite China Weakness (Bloomberg)
  18. China Hidden Local Government Debt Is Half of GDP, Goldman Says (Bloomberg)
  19. Brian Sullivan: Five key takeaways from OPEC’s 2045 oil outlook (CNBC)
  20. More than a quarter of Nasdaq-100 stocks are in bear markets — Wall Street sees a buying opportunity (MarketWatch)
  21. Valuing stocks: why investors should look harder at expectations (Financial Times)

Be in the know. 25 key reads for Tuesday…

  1. Bond Yields Are Rising. These Stocks Could Be Good Bets. (Barron’s)
  2. It’s time to increase investment in Chinese stocks as risks of government intervention are priced in, BlackRock says (businessinsider)
  3. China asking state-backed firms to pick up Evergrande assets – sources (Reuters)
  4. Boeing Stock Is Rising After Getting Good News From an Unusual Source (Barron’s)
  5. Iran says nuclear talks to resume ‘very soon,’ gives no date (Reuters)
  6. AMD CEO Sees Chip Shortage Easing in 2022 (Barron’s)
  7. Ford Just Went All-In on EVs. It Will Have a Megacampus to Compete With Tesla’s Gigafactories. (Barron’s)
  8. Merck Reportedly Close to Buying Acceleron Pharma (Barron’s)
  9. Xi Jinping Grasps for Power, Even If It Means Hurting Business (Barron’s)
  10. Here Are the 10 Cheapest Mid-Cap Stocks (Barron’s)
  11. Which Stocks Corporate Insiders Are Buying Now (Barron’s)
  12. In China, Even Jump-Rope is Competitive—So Parents Pay for Lessons (Wall Street Journal)
  13. China Releases Two U.S. Citizens Blocked From Leaving Since 2018 (Wall Street Journal)
  14. Tom Brady Speaks His Mind (Wall Street Journal)
  15. Bank Mergers Are On Track to Hit Highest Level Since the Financial Crisis (Wall Street Journal)
  16. OPEC Predicts a Winner in Global Energy Transition: OPEC (Wall Street Journal)
  17. Fed Chief Jerome Powell Says Inflation Is Elevated but Likely to Moderate (Wall Street Journal)
  18. China’s Xi Calls For More R&D Spending and High-Tech Talent (Bloomberg)
  19. Goldman Sachs cuts its China GDP forecast for 2021, warning the economy’s energy crunch is yet another growth shock (businessinsider)
  20. Is energy sector now so cheap that investors will put their green preferences on a back burner? (MarketWatch)
  21. Exclusive-Fed’s Bullard: More aggressive Fed stance best to ensure longer expansion (Reuters)
  22. General Electric (GE) Price Target Raised at Cowen Ahead of Q3 Print (streetinsider)
  23. 5 Dow Stocks With the Biggest Dividends Are Great Q4 Buys Now (247wallst)
  24. China’s Electricity Crunch Is World’s Latest Supply-Chain Threat (Yahoo! Finance)
  25. Oil prices rise above $80 a barrel for first time in three years (Financial Times)