Be in the know. 20 key reads for Monday…

  1. Great Reopening Trade Is Back as Hedge Funds Add Stock Longs (Bloomberg)
  2. Warren Buffett used the ‘Mona Lisa’ to explain why art is a terrible investment – but then compared Berkshire Hathaway to an art museum (Business Insider)
  3. Europe’s Energy Crisis Is Coming for the Rest of the World, Too (Bloomberg)
  4. What History Says a Shutdown Means (Barron’s)
  5. Oil Prices Surge. Here’s How High Goldman Sachs Says They Can Go. (Barron’s)
  6. How China Plans to Avert an Evergrande Financial Crisis (New York Times)
  7. New Limits Give Chinese Video Gamers Whiplash (New York Times)
  8. Rolls-Royce Surges on Report of $2 Billion ITP Unit Sale to Bain (Bloomberg)
  9. UPDATE 1-Rolls-Royce chosen by U.S. for new B-52 engines in contract worth up to $2.6 bln (Yahoo! Finance)
  10. The ‘Dividend Aristocrats’ With the Safest Payouts (Barron’s)
  11. Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook (Wall Street Journal)
  12. Individuals Embrace Options Trading, Turbocharging Stock Markets (Wall Street Journal)
  13. Cargo Piles Up as California Ports Jostle Over How to Resolve Delays (Wall Street Journal)
  14. S.-EU Trade Summit in Pittsburgh Aims to Deepen Economic Ties (Wall Street Journal)
  15. Orders for U.S. Business Equipment Rise for Sixth Straight Month (Bloomberg)
  16. China’s Tech Tycoons Pledge Allegiance to Xi’s Vision (Bloomberg)
  17. Anthony Scaramucci says people claiming big institutions are keen on crypto aren’t being totally honest (Business Insider)
  18. It’s hard to be bearish on the stock market as risk-happy millennials inherit $2 trillion per year, Fundstrat’s Tom Lee says (Business Insider)
  19. Fed’s Evans: U.S. economy “close” to meeting bond taper threshold (Street Insider)
  20. 5 European Dividend Aristocrats Offer Huge Income and Growth Potential (247wallst)

Be in the know. 10 key reads for Sunday…

  1. Ted Lasso’s leadership lessons (Financial Times)
  2. China’s war on fun (unherd)
  3. Hubert Joly on the Heart of Business (Podcast) (Bloomberg)
  4. September Seasonality Update (Almanac Trader)
  5. Home Builders Might Be a Home Run Once Supply Woes Ease (Wall Street Journal)
  6. COVID-19 vaccine boosters could mean billions for drugmakers (AP)
  7. Eddie Murphy Signs 3-Movie Deal with Amazon Studios (maxim)
  8. ‘Succession’ Season 3 Trailer: First Look at New Characters Played By Adrien Brody and Alexander Skarsgård (maxim)
  9. Why An Aging China Matters (NPR Planet Money)
  10. How To Understand the Inflation We’re Seeing Right Now (Bloomberg)

Be in the know. 30 key reads for Saturday…

  1. Delta CEO sees ‘place’ for 737 MAX in fleet, Airline Weekly reports (TheFly)
  2. A Faang Taper Quake Is What Active Manager Dreams Are Made Of (Bloomberg)
  3. Top stocks hit by supply chain issues (FoxBusiness)
  4. Value Stocks Look Poised to Shine Again (Barron’s)
  5. Changing your mind (dividendgrowthinvestor)
  6. China Funds Counting On Beijing to Contain Evergrande Contagion (Bloomberg)
  7. Carnival Loss Widens a Bit, but Shares Climb on an Improving Cruise Outlook (Barron’s)
  8. New-Home Sales Climb Amid Shortage of Existing Homes (Barron’s)
  9. Medicine’s Golden Age Is Dawning. 10 Ways to Invest. (Barron’s)
  10. IS CHINA INVESTABLE? (goldmansachs)
  11. Views From the Bridge, America’s Most Over-the-Top Classic-Car Exhibition (Vanity Fair)
  12. China Faces a Reckoning With Evergrande Crisis. What Could Come Next. (Barron’s)
  13. China Adds $71 Billion in Cash in Past Week to Calm Nerves (Yahoo! Finance)
  14. Scotts Miracle-Gro Is a Cheap Cannabis Stock With Room to Grow (Barron’s)
  15. Markets Shrug Off China and Focus on Easy Money Instead (Barron’s)
  16. Why Disney Stock Should Be More Entertaining in Coming Years (Barron’s)
  17. Verizon and AT&T Made a Big Pitch for Their Stocks. Investors Still Need Convincing. (Barron’s)
  18. A Government Shutdown Is Looming. What History Says It Means for the Stock Market. (Barron’s)
  19. Ten-year Treasury yield breaches 1.45% to hit highest level since July amid parade of Fed speakers (MarketWatch)
  20. The Delta Variant Has Sapped Travel Stocks. What’s Next. (Barron’s)
  21. Why You Should Pay Attention to the Way Management Talks About Earnings (Barron’s)
  22. China Declares Crypto Dealings Illegal, Sending Bitcoin Lower (Wall Street Journal)
  23. Home Builders Might Be a Home Run Once Supply Woes Ease (Wall Street Journal)
  24. Elon Musk predicts global chip shortage will end next year (New York Post)
  25. An end to super-cheap money? Central banks begin tightening cycle (Financial Times)
  26. Oldest U.S. Bomber Will Get Rolls-Royce Engines Over GE, Pratt (Bloomberg)
  27. Ron Insana: China may be the first to ban bitcoin, but it won’t be the last (CNBC)
  28. EIA expects increasing consumption of natural gas by U.S. industry in 2021 and 2022 (EIA)
  29. 4 Stocks to Watch Amid Housing Demand Boom (morningstar)
  30. Warren Buffett: Putting 75% Of Your Net Worth Into A ‘Lead-Pipe Cinch’ (acquirersmultiple)

Be in the know. 12 key reads for Friday…

  1. Value Stocks Look Poised to Shine Again (Barron’s)
  2. Carnival Aims to Have Over 50% of Fleet Capacity Sailing Soon. Investors Cheer. (Barron’s)
  3. Bitcoin and Ethereum Sink as China Central Bank Says Crypto Transactions Illegal (Barron’s)
  4. Cathie Wood and Rob Arnott Debate Stock Valuations. Is There a Bubble? (Barron’s)
  5. Evergrande Looks to Have Missed Payment Deadline (Barron’s)
  6. GE Just Made a Deal. (Barron’s)
  7. Stocks Are Past the September Doldrums—for Now (Barron’s)
  8. Fed Officials See ‘Transitory’ Inflation Lasting Quite a While (Wall Street Journal)
  9. Investors Bet Environmental Fears Will Crunch Commodity Supply, Lifting Prices (Wall Street Journal)
  10. Market Offers a Second Bite at Value Stocks: John Authers (Bloomberg)
  11. ECB’s Lagarde warns energy price pressures could outlast Covid supply shocks (CNBC)
  12. Rob Arnott Sees Second Chance to Ride Quant Value Trade Revival (Bloomberg)