Tag: StockMarket

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)

Be in the know. 20 key reads for Thursday…

  1. A Trader Spent $50 Million on Options Betting on S&P 500 Rally (Bloomberg)
  2. Imminent China Evergrande deal will see CCP take control (Asia Markets)
  3. It’s Just Evergrande. The Energy Report 09/23/2021 (Phil Flynn)
  4. Boeing lifts China jet demand estimate over two decades to $1.47 trln (Reuters)
  5. US jobless claim rise 351,000 in surprise jump (Fox Business)
  6. The Beginning of Tapering Is in Sight. What It Means for Markets. (Barron’s)
  7. Rates May Rise Sooner Than Expected, Fed Indicates (Barron’s)
  8. How the dean of valuation prices loss-making tech stocks — and his views on Amazon, Netflix and Airbnb (MarketWatch)
  9. China Will Need More Planes, Boeing Says. (Barron’s)
  10. Evergrande Is in Crisis, but a Risky China Still Beckons to Investors (Wall Street Journal)
  11. General Mills Shows Food Is Still Glorious (Wall Street Journal)
  12. Beyond Evergrande’s Troubles, a Slowing Chinese Economy (New York Times)
  13. China Pumps $17 Billion Into System Amid Evergrande Concerns (Bloomberg)
  14. China Tells Evergrande to Avoid Default on Near-Term Dollar Bonds (Bloomberg)
  15. BlackRock Targets China Tech Billions After ETF Loses Top Spot (Bloomberg)
  16. Big Pharma Isn’t Done Rolling Out Covid Treatments (Wall Street Journal)
  17. Carnival to have over half of its cruise ships sailing again by the end of October (MarketWatch)
  18. Oil Is Back Over $70 and 4 Stocks That Pay Massive Dividends Are Cheap (247wallst)
  19. ‘It’s really easy to navigate’ this stock market, says a BofA star strategist. Here’s what she says to do (marketwatch)
  20. The Fed prepares to tighten: five takeaways from its latest meeting (Financial Times)