Be in the know. 10 key reads for Sunday…

  1. How Clever Deals Made Houston Rockets Owner Tilman Fertitta Billions Richer During The Pandemic (Forbes)
  2. KKR: memories from Barbarians at the Gate (Financial Times)
  3. 2021 Forbes 400 (Forbes)
  4. Meet The 44 Newcomers Joining The Forbes 400 List Of America’s Richest People (Forbes)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. Mercedes-Benz Reveals Mil-Spec G-Wagen With Ultra-Rugged Upgrades (Maxim)
  7. Robert Cialdini: The Principles of Persuasion [The Knowledge Project Ep. #122] (Farnam Street)
  8. Walter Isaacson: Curiosity Fuels Creativity [The Knowledge Project Ep. #121] (Farnam Street)
  9. 45 Fascinating Facts About James Bond (mentalfloss)
  10. Michael Pettis on What Evergrande Means for China’s Macro Economy (Bloomberg)

Be in the know. 45 key reads for Saturday…

  1. Charles Munger: Bet Heavily When An Opportunity Presents (acquirersmultiple)
  2. 3 reasons China in the 2020s could start slowing dramatically like Japan in the 1990s (businessinsider)
  3. China’s Xi Says Common Prosperity Doesn’t Mean Full Equality (Bloomberg)
  4. Value stocks are unloved, unsexy, and poised to make a killing over the next decade (fortune)
  5. Stocks Are Still the Place to Be, Our Exclusive Big Money Poll Finds (Barron’s)
  6. Academics cast harsh light on composition of S&P index (Financial Times)
  7. The Man Behind Moderna on What’s Next in Biotech (Barron’s)
  8. Wise Words from Warren Buffett (novelinvestor)
  9. US to ease travel restrictions for vaccinated foreign nationals from November 8 (Financial Times)
  10. J&J Booster Backed by FDA Advisory Committee. Here’s What Comes Next. (Barron’s)
  11. History of Sovereign Defaults & Debt Limits (investoramnesia)
  12. Jack Ma and the Chinese tech titans’ mission to give away billions (Financial Times)
  13. The First Bitcoin Futures ETF Is Coming Next Week. What Investors Need to Know. (Barron’s)
  14. How private equity came to resemble the sprawling empires it once broke up (Financial Times)
  15. Verizon (VZ) Dividend Stock Analysis (dividendgrowthinvestor)
  16. 3 Trends to Watch in Digital Advertising (morningstar)
  17. This Market Reflects Investors’ Pessimism. Time for Some Optimism. (Barron’s)
  18. Growth Bubble: Making Money on Companies That Make No Money (gmo)
  19. Can Small Caps Regain Leadership? (royce)
  20. Big Tech Rules the Stock Market. Why It’s Not Time to Relax. (Barron’s)
  21. Why the Stock Market Decline Is Over — For Now (Barron’s)
  22. Peter Lynch: The Next 10-Bagger Is Staring You In The Face (acquirersmultiple)
  23. 5 Stocks That Aren’t Banks to Play a Steepening Yield Curve (Barron’s)
  24. The Threat of Stagflation Is Haunting Investors. Here’s How Scared You Should Be. (Barron’s)
  25. How I Built The Tim Ferriss Show to 700+ Million Downloads — An Immersive Explanation of All Aspects and Key Decisions (Featuring Chris Hutchins) (#538) (Tim Ferriss)
  26. A Meeting of Great Minds: Bill Miller and William Green (millervalue)
  27. The FDA Is About to Make Some Major Drug Decisions. What Investors Need to Know. (Barron’s)
  28. Koch Industries Invests in Covid-19 Tests, IoT Firm (Barron’s)
  29. Value stocks: Assessing 3 key drivers (fidelity)
  30. Retail Stocks Are All Over the Place Now. How to Choose Carefully. (Barron’s)
  31. 33 Undervalued Stocks for the Fourth Quarter (Morningstar)
  32. Tech Earnings Will Be Dominated by Shortage Talk. Investors Beware. (Barron’s)
  33. Financials and energy stocks are cheap: Oakmark’s Nygren (CNBC)
  34. Dell Is a Leader in PCs. How a Spinoff Could Unlock the Value in the Stock. (Barron’s)
  35. 10 Undervalued Stocks With Solid Dividends (morningstar)
  36. Don’t Count Out Covid-19 Monoclonal Antibody Treatments, Analyst Says. These Are the Stocks to Watch. (Barron’s)
  37. Investing in 2021 with Cathie Wood & Andrew Ross Sorkin (SALT)
  38. India’s Tech IPOs Look Too Pricey. How to Play the Stock Market’s Momentum. (Barron’s)
  39. 24: Warren Buffett, Bobby Fischer and Chess: How To Simplify Your Investing Process (And Get Better Results Too) (watchlistinvesting)
  40. Venice Is Open to Tourists—and It’s a Steal (Wall Street Journal)
  41. Today’s Tech Founders Don’t Just Own the Company. They’re Also Getting Huge Pay Packages. (Wall Street Journal)
  42. Jack Hughes’ OT goal propels Devils past Blackhawks (New York Post)
  43. Jim Cramer says strong bank earnings have changed the tone of the stock market (CNBC)
  44. Goldman Says China Won’t Cut Reserve Requirement Ratio This Year (Bloomberg)
  45. Goldman Sachs CEO Says Wage Inflation Is Spreading Through Economy (Bloomberg)

Be in the know. 27 key reads for Friday…

  1. This Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good. (Barron’s)
  2. China risks making ‘big mistakes’ with widespread crackdown, says ex-IMF chief economist (CNBC)
  3. Sweden’s inflation experience may show where the U.S. and other developed markets are going (marketwatch)
  4. Banks Beat Earnings Estimates, Pushing up Shares (Barron’s)
  5. 2 Large Cap Biotech Leaders Pay Big Dividends and Have Huge Upside Potential (247wallst)
  6. Elon Musk Says Starlink Can Do Wi-Fi on Planes. When He Talks, Stocks Move. (Barron’s)
  7. Oil Set for Eighth Straight Week of Gains Amid Energy Crunch. These Stocks Benefit. (Barron’s)
  8. Johnson & Johnson Puts New Unit Holding Talc Claims Into Bankruptcy (Barron’s)
  9. Walgreens Rallies as Earnings Top Estimates and It Boosts Stake in VillageMD (Barron’s)
  10. AT&T Gets Another Upgrade. Still, It’s a Slow Climb Out of a Deep Hole. (Barron’s)
  11. 3 Million Workers Are Missing. Where Did They Go? (Wall Street Journal)
  12. United Airlines Bets on Return of Trans-Atlantic Travel (Wall Street Journal)
  13. Banksy’s Shredded Artwork Sells for $25.4 Million (Wall Street Journal)
  14. China and the U.S. Sabotage Their Own Tech Companies (Wall Street Journal)
  15. Retail Sales Rise, Showing Resilient U.S. Consumers (Wall Street Journal)
  16. Goldman Sachs Profit Rises on Deal Bonanza (Wall Street Journal)
  17. Evergrande fallout is ‘controllable,’ China’s central bank says (New York Post)
  18. ‘Boomerang employees’ who quit jobs during pandemic may soon beg for them back (New York Post)
  19. The big banks are bullish about the recovery. (New York Times)
  20. NHL started its $1 billion deal with ESPN and Turner Sports – here’s how many people watched the season openers (CNBC)
  21. Warren Buffett’s Berkshire Hathaway plowed $2.1 billion into Bank of America stock in 12 days last year. It has nearly doubled its money already. (businessinsider)
  22. Evercore ISI Adds Uber (UBER) to Tactical Outperform List, Seen as ‘One of the Least Riskiest Net Stocks’ (StreetInsider)
  23. Wells Fargo: Here’s The Best Asset To Own When Inflation Strikes (IBD)
  24. PGIM: Beware the Hype Around Blockchain and Autonomous Vehicles (institutionalinvestor)
  25. Fumio Kishida pledges to steer Japan away from Abenomics (Financial Times)
  26. Junk Loans Shine as Investors Pile Into Riskiest Parts of CLOs (Wall Street Journal)
  27. UnitedHealth Boosts Outlook, Sees Less Impact From Covid-19 Costs Next Year (Wall Street Journal)

Be in the know. 20 key reads for Thursday…

  1. Energy crisis? What experts are saying as world faces historic energy-price crunch (marketwatch)
  2. Wells Fargo profit jumps nearly 60% in the quarter, revenue tops expectations (CNBC)
  3. Biting the Hand. The Energy Report 10/14/2021 (Phil Flynn)
  4. Bank of America Tops Earnings Estimates (Barron’s)
  5. Morgan Stanley’s Earnings Beat Expectations. (Barron’s)
  6. Walgreens Stock Gains as Earnings Top Estimates. (Barron’s)
  7. Accelerating Inflation Spreads Through the Economy (Wall Street Journal)
  8. JPMorgan posts surprisingly strong profits as bank releases pandemic reserves (New York Post)
  9. A. Port to Operate Around the Clock to Ease Cargo Logjams (Wall Street Journal)
  10. Michael Dell Talks About Covid, China, and Facing Carl Icahn (Bloomberg)
  11. China’s Power Crisis Will Affect Industries Worldwide: Fickling (Bloomberg)
  12. Fed Officials Saw Taper Starting in Mid-November or Mid-December (Bloomberg)
  13. Citigroup profit surges 48%, driven by strong trading revenue (CNBC)
  14. Jim Cramer says the Fed doesn’t need to ‘destroy the economy’ to beat inflation (CNBC)
  15. Taiwan Semiconductor posts record third-quarter profit on strong chip demand (marketwatch)
  16. Goldman Sachs says oil prices could be higher for much longer (CNBC)
  17. Uber Inc. (UBER) Driver Analysis Point to Potential Share Gains Over Lyft – RBC Capital (streetinsider)
  18. Evergrande crisis leaves Chinese developers shut out of global debt markets (Financial Times)
  19. Covid success of mRNA vaccines opens way to a new generation of drugs (Financial Times)
  20. The real question about China for investors (Financial Times)