Be in the know. 15 key reads for Monday…

  1. Chinese Tech Stocks Rally to Start Week as Investors Eye Bottom (Bloomberg)
  2. Small-Cap Stocks Might Be Getting Ready to Run. (Barron’s)
  3. Fed to keep pumping roughly $1 trillion of liquidity into markets during tapering, JPMorgan says (MarketWatch)
  4. China Slashes Kids’ Gaming Time to Just Three Hours a Week (Bloomberg)
  5. Opinion: The S&P 500 will keep going up this fall — for these 9 reasons (MarketWatch)
  6. Stock-market investors scour alternative data for delta variant clues — here’s what they found (MarketWatch)
  7. Opinion: What the growth vs. value stock debate reveals about the bull market’s future (MarketWatch)
  8. CVS Wants to Be Your Therapist, Too (Wall Street Journal)
  9. New Life and Work Choices Revitalize Exurbs, Bringing New Strains (Wall Street Journal)
  10. China Sees Skilled Labor Shortages Worsening Amid Tech Push (Bloomberg)
  11. Billionaire Paulson Who Shorted Subprime Calls Crypto ‘Worthless’ Bubble (Bloomberg)
  12. Why China and U.S. Are Clashing Over Stock Listings (Bloomberg)
  13. China’s regulatory crackdown has wiped billions off tech stocks — here are the risks ahead (CNBC)
  14. Rolls-Royce investor Causeway Capital calls for board refresh – Financial Times (Reuters)
  15. China August factory activity seen growing at slightly slower pace: Reuters poll (Reuters)

Be in the know. 15 key reads for Sunday…

  1. Analysis: Powell’s wait-and-see speech reassures some investors (Reuters)
  2. China edtech giants cut tens of thousands of jobs: report (technode)
  3. Small Cap Labor Day Rally Getting Underway (Almanac Trader)
  4. Who’s really feeling the shipping cost squeeze? (Financial Times)
  5. Common Prosperity: Decoding China’s New Populism (Wall Street Journal)
  6. Why Is the Supply Chain Still So Snarled? We Explain, With a Hot Tub (Wall Street Journal)
  7. ECRI Weekly Leading Index Update (advisorperspectives)
  8. CryptoPunks blasts past $1 billion in lifetime sales as NFT speculation surges (techcrunch)
  9. How Are Investors Navigating China’s Regulatory Uncertainty? (goldmansachs)
  10. Watch This Twin-Turbo C8 Corvette Set a Nine-Second Quarter-Mile Record (roadandtrack)
  11. What Did Succession Season 3 Film at The Plaza? (townandcountrymag)
  12. Unraveling the Mystery of Why Children Are Better Protected from COVID Than Adults (scientificamerican)
  13. 5 Things You Didn’t Know About Bob Ross (howstuffworks)
  14. Stock Market Turns Cautious as ‘Defensive’ Shares Surge (Wall Street Journal)
  15. High-Frequency Charts Show U.S. Economy Softening From Delta (Bloomberg)

Be in the know. 15 key reads for Saturday…

  1. Investors Are Running Scared From China’s Stocks. Where to Find Opportunities. (Barron’s)
  2. BlackRock plunges headfirst into China with debut mutual fund offering, shrugging off Beijing’s regulatory onslaught (Business Insider)
  3. Lawyers fight back following attack on SPACs (New York Post)
  4. Natural Gas Soars. Natural Gas Stocks Climb, Too. (Barron’s)
  5. Taper Time Is on the Way, Maybe. Powell Sets the Stage With Plenty of Caveats. (Barron’s)
  6. Fed Chair Powell’s Comments on Bond Buying and Interest Rates Prompt More Stock Gains (Barron’s)
  7. The Housing Market Isn’t a Bubble Yet. These Stocks Could Keep Climbing. (Barron’s)
  8. SPACs Have Run Out of Steam. That’s Created Some Opportunities for Investors. (Barron’s)
  9. Why Did Charles Munger Buy Alibaba? (acquirersmultiple)
  10. Hertz Stock Looks Appealing. The Warrants Might Be Even Better. (Barron’s)
  11. ConocoPhillips Director R.A. Walker Makes Largest Insider-Stock Purchase in Years (Barron’s)
  12. GE and Four More Industrial Stocks Due For a Bounce–For Good Reason. (Barron’s)
  13. Brazil Tries to Get Ahead of Inflation. What That Means for Stocks. (Barron’s)
  14. Why Blackstone made a $5bn bet on housing low-income Americans (Financial Times)
  15. OPEC+ Seen Sticking to Planned Output Hike as Oil Prices Rebound (Bloomberg)