Be in the know. 22 key reads for Tuesday…

  1. Multiplying Crackdowns Haven’t Stopped Cash Pouring Into China (Bloomberg)
  2. Millions of Americans Travel Over Holiday Weekend Despite Covid Outbreaks (Barron’s)
  3. Tired of Losing Yet? The Energy Report 09/07/2021 (Phil Flynn)
  4. China’s economy gets welcome boost from surprisingly strong Aug exports (Reuters)
  5. COLUMN-Hedge funds in historic double-down on higher U.S. yields: Jamie McGeever (Reuters)
  6. Goldman Cuts Its US GDP Forecast For The Third Time In The Past Month (ZeroHedge)
  7. From Cradle to Grave, Democrats Move to Expand Social Safety Net (New York Times)
  8. China and Big Tech: Xi’s blueprint for a digital dictatorship (Financial Times)
  9. Famed Wharton professor says the next inflation reading is more important than the monthly jobs report. (Business Insider)
  10. Taper your pessimism — Fed’s actions won’t derail U.S. stocks, Barclays strategists say (MarketWatch)
  11. Boeing Now Has an Airbus Problem to Add to the List (Barron’s)
  12. Disney’s ‘Shang-Chi’ Flies to a Record Labor Day at the Box Office (Wall Street Journal)
  13. China’s Industrial Planning Evolves, Stirring U.S. Concerns (Wall Street Journal)
  14. Warning of Income Gap, Xi Tells China’s Tycoons to Share Wealth (New York Times)
  15. Consumers and Companies Are Buying In on Paying Later (New York Times)
  16. Xi Jinping May Be Leading China Into a Trap (Bloomberg)
  17. Chinese Technology Stocks Jump After Tencent Buys Back Shares (Bloomberg)
  18. Hong Kong Move to Reopen China Border Boosts Retail Stocks (Bloomberg)
  19. China’s ‘Mr. Income Distribution’ Explains Common Prosperity (Bloomberg)
  20. Xi’s Common Prosperity Drive Triggers a Rare Debate in China (Bloomberg)
  21. China Freezes Tutoring Firms’ Fees, Enrollment Pending Approvals (Bloomberg)
  22. Goldilocks Has Equity Investors In a Headlock (Bloomberg)

Be in the know. 8 key reads for Labor Day…

  1. Business Travel Rebound Stifled by Covid Resurgence (Wall Street Journal)
  2. China Says Government to Set Prices for After-School Classes (Bloomberg)
  3. Tech giants are rushing to develop their own chips – here’s why (CNBC)
  4. Some Chinese stocks briefly surge 30% as investors bet on a new Beijing exchange opening (CNBC)
  5. JD.com appoints new president as founder steps back from day-to-day operations (CNBC)
  6. Didi’s ride hailing rival Cao Cao raises $600 mln to expand (Reuters)
  7. China will improve opening up of capital market – securities regulator (Reuters)
  8. Dollar store chains are leading retail store openings in US: report (FoxBusiness)

Be in the know. 10 key reads for Sunday…

  1. Gensler’s brewing battle with Robinhood could prove bloody (New York Post)
  2. 6 Retail Stocks on Sale (morningstar)
  3. Watch the Electrifying Final Trailer For ‘No Time To Die’ (Maxim)
  4. China Offers Tax Breaks to Boost Macau-Guangdong Integration (Bloomberg)
  5. 13 Undervalued Wide-Moat Companies With Exceptional Leadership (morningstar)
  6. Shale natural gas production in the Appalachian Basin sets records in first half of 2021 (EIA)
  7. Sir James Dyson — Founder of Dyson and Master Inventor on How to Turn the Mundane into Magic (#530) (Tim Ferriss)
  8. Weakness Day After Labor Day & Sell Rosh Hashanah (Almanac Trader)
  9. ECRI Weekly Leading Index Update (advisorperspectives)
  10. Land Rover Defender V8 Bond Edition Channels ‘No Time to Die’ SUV (Maxim)

Be in the now. 25 key reads for Saturday…

  1. Economic Headwinds Won’t Hinder Stocks, Because Bad News Is Good for Easy Money (Barron’s)
  2. Velvet Glove, Meet Iron Fist: The China Tech Crackdown (Aswath Damodaran)
  3. China’s Tech Crackdown: Its about Control, not Consumers or Competition! (aswathdamodaran)
  4. Researchers Infect Volunteers With Coronavirus, Hoping to Conquer Covid-19 (Wall Street Journal)
  5. Learning from John D Rockefeller (mastersinvest)
  6. Investors Are Ignoring the Tax Elephant in the Room (Barron’s)
  7. Multiplying Crackdowns Haven’t Stopped Cash Pouring Into China (Bloomberg)
  8. Taylor Morrison Home Stock Trails Its Peers. But in a Hot Market, It’s a Value Play. (Barron’s)
  9. Private equity is leveraged equity (Financial Times)
  10. Biotech Is Due for a Comeback. 5 Stocks That Could Lead a Revival. (Barron’s)
  11. Emerging-Market Stocks Are Battered. (Barron’s)
  12. Sell Rosh Hashanah, Buy Yom Kippur: What Does The Market Adage Look Like In 2021? (Benzinga)
  13. 5 Very Well-Known Hot Stocks to Buy Under $10 With Huge Upside Potential (24/7 Wall Street)
  14. Netflix Stock Gets a Boost on News That It Will Stream ‘Seinfeld’ (Barron’s)
  15. Is the Stock Market in a Bubble? Don’t Bet on It. (Barron’s)
  16. Price-Innovation Cycles & Speculators (investoramnesia)
  17. Why 2021 Is the Kind of Year to Banish the September Stock Blues (Barron’s)
  18. NFT marketplace OpenSea records $3.4 billion transaction volume in August, 10 times the month before (MarketWatch)
  19. The Stock Market Could Struggle This Fall, Strategists Say. Buy Quality. (Barron’s)
  20. SEC’s Gary Gensler Has a Big, New Vision for the Stock Market. There Are Too Many ‘Inherent Conflicts of Interest.’ (Barron’s)
  21. China’s Xi Had a Very Busy Week. Here’s What He Said and Did (Bloomberg)
  22. ‘People just aren’t applying’: Why the restaurant industry created no new jobs last month (MarketWatch)
  23. Jobs Won’t Look Great in September, Either (Wall Street Journal)
  24. Banks and investors gear up for US corporate debt binge (Financial Times)
  25. Investing in the Dividend Aristocrats from 2011 (dividendgrowthinvestor)