Be in the know. 30 key reads for Thursday…

  1. Jack Ma’s Ant in Talks to Share Data Trove With State Firms (Wall Street Journal)
  2. Lilly’s (LLY) donanemab receives U.S. FDA’s Breakthrough Therapy designation for treatment of Alzheimer’s disease (Street Insider)
  3. General Electric (GE) Approaching a Free Cash Flow Inflection Driven By Aviation – UBS (Street Insider)
  4. Vertex Pharma (VRTX) Approves $1.5B Buyback Program (Street Insider)
  5. SEC’s planned new ‘woke’ rules creating cost concerns for business leaders (FoxBusiness)
  6. Rates Are Still Low. Here Are 8 Large-Cap Stocks That Offer Income. (Barron’s)
  7. The Fed’s Stress Test Results Are Coming. All Eyes Are on Bank Stocks. (Barron’s)
  8. Berkshire Hathaway Appears to Have Bought Back $6 Billion of Stock in Quarter (Barron’s)
  9. India Warns About Delta Plus Covid-19 Variant (Barron’s)
  10. Economies Need Central Bank Digital Currencies More Than Bitcoin, Says Global Banking Watchdog (Barron’s)
  11. ViacomCBS, Roku Stock Jump on Report of Comcast M&A Speculation (Barron’s)
  12. Canadian Stocks Look Cheap, BofA Says. Why They Could Be Cyclical Superstars. (Barron’s)
  13. Prime Day Is Over. These 12 Stocks Are Still Good Deals. (Barron’s)
  14. The clearest evidence that Wall Street has no clue where Treasury yields are headed (MarketWatch)
  15. 5 BofA Securities US 1 List Stocks to Buy Now That Also Pay Very Dependable Dividends (24/7wallst)
  16. Biden and Senators Close In on Bipartisan Infrastructure Deal (New York Times)
  17. Emergency Landing for China’s Flying Pig Prices (Wall Street Journal)
  18. S. economy grew 6.4% in year’s first quarter, Commerce Department reiterates (MarketWatch)
  19. Jobless claims slip, but remain at elevated pandemic levels (Fox Business)
  20. Durable goods jump as transportation rebounds (Fox Business)
  21. OPEC+ Weighs Cautious Supply Hike as Oil Market Begs for Barrels (Bloomberg)
  22. How Home Builders Are Contributing to Housing Frenzy (Wall Street Journal)
  23. Big Win for Property Rights (Wall Street Journal)
  24. Xpeng (XPEV) Leaps After Receiving a Green Light From Regulators to Raise Up To $2 Billion in Hong Kong IPO (Street Insider)
  25. com (AMZN) Prime Day Sales Increase 7% Generating New Record – Morgan Stanley (Street Insider)
  26. Goldman Sachs Sees S&P 500 Dividend Growth Much Higher Than Market is Pricing (Street Insider)
  27. Lumber continues to skid below $900 with the commodity in free-fall from May highs (Business Insider)
  28. Tencent takes quiet path through China’s tech turbulence (Financial Times)
  29. Russian supply curbs exacerbate squeeze on European gas market (Financial Times)
  30. Carnival expects second-quarter losses of $2 billion, teases additional cruise restarts (MarketWatch)

Be in the know. 20 key reads for Wednesday…

  1. Earnings Bonanza Could Dwarf Fed Worries (Wall Street Journal)
  2. That Was a Lot of Sound and Fury for a 0.0% Return (Bloomberg)
  3. ‘F9’ Is Under Pressure to Be the Flick That Revives Moviegoing (Bloomberg)
  4. Wells Fargo: Here’s The Best Asset To Own When Inflation Strikes (Investor’s Business Daily)
  5. Don’t Call the Value Rally Dead Just Yet (Barron’s)
  6. The Nasdaq Hit a Record. The Rally May Just Be Starting. (Barron’s)
  7. European stocks ease, but PMI shows business activity surging (MarketWatch)
  8. XPeng stock jumps as Chinese Tesla rival reportedly gets approval for Hong Kong IPO (MarketWatch)
  9. Citigroup Has Been a Laggard. This Fund Manager Thinks It’s Ready to Be a Leader (Barron’s)
  10. S. Existing-Home Prices Hit Record High in May (Wall Street Journal)
  11. Fed’s Powell Plays Down Inflation Threat (Wall Street Journal)
  12. Why There Is No ‘Taper Tantrum’ This Time Around (Wall Street Journal)
  13. Nonbank Lenders Are Dominating the Mortgage Market (Wall Street Journal)
  14. Bostic: Fed should avoid ‘prematurely’ declaring win in jobs battle (Reuters)
  15. Value Investors Don’t Need to Avoid Growth Companies. In Fact, Doing So Can Hurt Returns. (Institutional Investor)
  16. Stunning Confessions of a Short Seller (Institutional Investor)
  17. BofA Securities Out with Top Small and MidCap Stock Picks For 2nd Half (24/7 Wall Street)
  18. The SPAC Man Method: Inside the Billionaire Rush for Riches (Bloomberg)
  19. Americans Are On the Cusp of Another Borrowing Binge (Bloomberg)
  20. Millionaire Investors Have ‘No Choice’ But to Take On More Risk (Bloomberg)