Be in the know. 27 key reads for Wednesday…

  1. Verizon Expects a Big Year for 5G—and Potential Price Hikes (Barron’s)
  2. AT&T’s CEO Says the Stock Is Undervalued. (Barron’s)
  3. SoftBank to Back Steven Mnuchin’s $2.5 Billion Private Equity Fund (Barron’s)
  4. China Evergrande Reaches Deal on Key Domestic Bond Payment. What That Means. (Barron’s)
  5. Fed Meeting Ends Today. Look for Clues on Taper Timing, Interest-Rate Liftoff. (Barron’s)
  6. Evergrande Crisis Isn’t a Lehman Brothers Event That Will Take Down the Market (Barron’s)
  7. Big Tax Changes Are Brewing What You Need to Know. (Barron’s)
  8. The Bond Market Has Had a Historic Bull Run. Here’s What We’ve Said About It Over the Years. (Barron’s)
  9. SoftBank to Back Steven Mnuchin’s $2.5 Billion Private Equity Fund (Barron’s)
  10. 5 Things to Know About the Democrats’ Tax Proposals (Barron’s)
  11. Powell’s Taper Tightrope Could Be Complicated by Fed ‘Dots’ (Wall Street Journal)
  12. SEC’s Gensler Doesn’t See Cryptocurrencies Lasting Long (Wall Street Journal)
  13. Russia’s New Gas Pipeline to Germany Delivers More Power to Moscow (Wall Street Journal)
  14. Uber Says First Adjusted Profit Possible This Quarter (Wall Street Journal)
  15. FedEx Earnings Reflect Labor Shortage, Supply-Chain Woes (Wall Street Journal)
  16. China’s Regulatory Storm Risks Triggering Wider Economic Damage (Wall Street Journal)
  17. Global Traders Given Evergrande Reprieve as PBOC Adds Liquidity (Bloomberg)
  18. Jerome Powell Is Confronting a World of Risks to the Fed’s Taper Timeline (Bloomberg)
  19. Democrats’ Big Plans Shrink in Face of Disunity, Implacable GOP (Bloomberg)
  20. Fed Dot Plot to Show Debate on 2022 Liftoff: Decision-Day Guide (Bloomberg)
  21. Stronger mortgage demand points to September surge in home sales (CNBC)
  22. 4 reasons why the market will see a full rebound from the Evergrande sell-off as early as this week, according to Fundstrat’s Tom Lee (Business Insider)
  23. News Corp sets new $1 billion stock buyback program (marketwatch)
  24. Move to These 5 Big Dividend Winners Now (247wallst)
  25. Hardly Evergrande: China’s economy seen needing more support as curbs on property and tech take toll (Reuters)
  26. Cheerios-owner General Mills sales jump on pet food boom (Yahoo! Finance)
  27. Evergrande and the end of China’s ‘build, build, build’ model (Financial Times)

Be in the know. 15 key reads for Tuesday…

  1. ConocoPhillips Buys ‘Prime’ Permian Assets Amid Royal Dutch Shell Climate Shift (IBD)
  2. JPMorgan says buy that S&P 500 dip, but you might want to look at this chart first (MarketWatch)
  3. Federal Reserve Meeting’s S&P 500 Impact Hinges On One Thing — Not The Taper (IBD)
  4. Uber Could Be Profitable in the Third Quarter. The Stock Rides Higher. (Barron’s)
  5. J&J Says Its Booster Shot Works, but Emphasizes First Doses (Barron’s)
  6. Inflation Serious Challenge but Will Fade Over Time: OECD (Barron’s)
  7. How Caterpillar and 4 More Industrial Stocks Could Gain From Evergrande’s Credit Troubles (Barron’s)
  8. Hong Kong Tycoons, Casino Giants Find Respite in Stock Rebound (Bloomberg)
  9. Wall Street’s Message on Evergrande: China Has It Under Control (Bloomberg)
  10. The Energy Report 09/21/2021 (Phil Flynn)
  11. Blue Chip Defense Leader Among 4 Top Stocks With Dividend Hikes Expected This Week (24/7 Wall Street)
  12. Homebuilding rebounds in August (Fox Business)
  13. Dalio Says Evergrande Crisis ‘Manageable’ Even as Investors Hurt (Bloomberg)
  14. JPMorgan’s market guru says the Evergrande crisis is a chance to buy the dip in US stocks — and predicts the S&P 500 will surge 8% by year-end (Business Insider)
  15. Silicon Valley’s quest to live forever could benefit humanity as a whole — here’s why (CNBC)

Be in the know. 10 key reads for Monday…

  1. Evergrande contagion threat hits global markets (Financial Times)
  2. How Beijing’s Debt Clampdown Shook the Foundation of a Real-Estate Colossus (Wall Street Journal)
  3. Warren Buffett’s Grandnephew Is Beating Berkshire Hathaway (Barron’s)
  4. Evergrande Contagion Fears Test Xi’s Resolve (Bloomberg)
  5. Evergrande: predictability of defaults reduces contagion risk (Financial Times)
  6. Big tech companies snap up smaller rivals at record pace (Financial Times)
  7. 5 Top Goldman Sachs Conviction List Stocks to Buy Pay Big, Safe Dividends (24/7wallst)
  8. Netflix Breaks Through at the Emmys on Night Streaming Dominates (Bloomberg)
  9. FedEx Earnings Are Coming. They’ll Be a Big Deal. (Barron’s)
  10. How the Energy Market Is Changing. Oil’s Oracle, Daniel Yergin, Describes the New Dynamics. (Barron’s)

Be in the know. 10 key reads for Sunday…

  1. S&P 500 down 25 of 31 during week after September quarterly options expiration, average loss 0.94% (Almanac Trader)
  2. China Defends Tech Crackdown in Meeting With Wall Street Chiefs (Bloomberg)
  3. Would-Be NFT Millionaires Throw a Dart and Usually Hit a Dud (Bloomberg)
  4. 10 Healthcare Stocks to Buy According to Mario Gabelli (Insider Monkey)
  5. Shanghai encourages ‘duty-free economy’ as part of consumer push (Reuters)
  6. Iran Says it May Hold Nuclear Talks at UN Summit in New York (Bloomberg)
  7. Earnings Alarm Bells Ringing for Market Showing Signs of Fatigue (Bloomberg)
  8. Bond Edition Defender V8 Ready for Duty on Her Majesty’s Secret Service (Road & Track)
  9. Junk-Debt Sales Soar Toward Record Year (Wall Street Journal)
  10. Natural-Gas Prices Surge, and Winter Is Still Months Away (Wall Street Journal)