Be in the know. 20 key reads for Wednesday…

  1. What the Afghanistan Withdrawal Means for Defense Stocks (Barron’s)
  2. BlackRock calls for investors to lift allocations to China’s markets (Financial Times)
  3. HSBC’s Chairman Says China Opportunities ‘Too Big to Ignore’ Despite Politics (Bloomberg)
  4. Goldman Is Back on Top —Of the Shareholder List for the Troubled Chinese Stock Formerly Known as GSX (institutionalinvestor)
  5. Tencent profits jump 29% despite China’s regulatory crackdown (Financial Times)
  6. Minutes of the Fed’s July Meeting Due Today. Look for Clues on the Taper Debate. (Barron’s)
  7. Krispy Kreme Climbs As Sales, Outlook Top Estimates. Its CEO Sees More To Come. (Barron’s)
  8. Rich Investors Are Buying Risky Credit That Banks Won’t Touch (Bloomberg)
  9. Americans Turn Against China Stocks as Crackdown Angst Deepens (Bloomberg)
  10. Hedge Funds Blindsided by China Risk (Bloomberg)
  11. China Eyes Wealth Redistribution in Push for ‘Common Prosperity’ (Bloomberg)
  12. China Looks to Be Defusing Government’s Hidden Debt Bomb (Bloomberg)
  13. Tencent is Ready to Back Its Biggest Investment Yet (Bloomberg)
  14. Labor Day has been a turning point in markets the last three years. Here’s what one strategist sees happening next. (MarketWatch)
  15. Baidu launches second chip and a ‘robocar’ to set up AI and driverless future (CNBC)
  16. Tencent Looks Abroad as Beijing Tightens the Screws at Home (Wall Street Journal)
  17. ViacomCBS upgraded to Overweight from Equal Weight at Wells Fargo (The Fly)
  18. Investors Bet Corporate Spending and Buybacks Will Support Stocks (Wall Street Journal)
  19. Walmart’s Earnings Report Shows Sales Rose as Shoppers Returned to Stores (Wall Street Journal)
  20. The $2.5 million 2022 Lamborghini Countach is already sold out (Fox Business)

Be in the know. 20 key reads for Tuesday…

  1. Boeing Stock Can Gain 35%. How It Can Win the Future by Fixing Its Problems Now. (Barron’s)
  2. Walmart Earnings Topped Expectations (Barron’s)
  3. The Infrastructure Deal Will Shred Red Tape (Barron’s)
  4. Forget $100 Oil. Here’s What to Watch in Energy Now. (Barron’s)
  5. China’s Summer of Stock Market Turbulence: A Timeline (Bloomberg)
  6. Afghanistan Crisis Could Set Back Biden’s Legislative Push (Barron’s)
  7. Here’s what Vanguard found to be the most potent inflation-fighting asset class (MarketWatch)
  8. S. retail sales slump 1.1% due to shortage of cars and shift in consumer spending (MarketWatch)
  9. How did stimulus checks affect household finances? (MarketWatch)
  10. Biden Administration Expected to Call for Covid-19 Vaccine Booster Shots (Wall Street Journal)
  11. Fed Officials Weigh Ending Asset Purchases by Mid-2022 (Wall Street Journal)
  12. China’s Economic Recovery Is Losing Steam (Wall Street Journal)
  13. Drop in U.S. Retail Sales Underscores Shift to Services Spending (Bloomberg)
  14. China Tech Stocks Slump as Nation Issues Draft Competition Rules (Bloomberg)
  15. S. Factory Output Rose by Most in Four Months, Lifted by Autos (Bloomberg)
  16. Investors Bet Corporate Spending and Buybacks Will Support Stocks (Wall Street Journal)
  17. Dan Loeb’s Third Point Acquires Stakes in Sofi (SOFI), SentinelOne (S), and Didi (DIDI); Increases Intel (INTC) Stake and Exits ContextLogic (WISH), Rocket (RKT), Zillow (ZG), and New York Times (NY) (Street Insider)
  18. US banks and brokers set stage for shift to one-day equities settlement (Financial Times)
  19. Roche’s Arthritis Drug, Used As COVID-19 Treatment, Faces Supply Shortage (Benzinga)
  20. Alibaba Launches New NFT Marketplace: What You Need To Know (Benzinga)

Be in the know. 15 key reads for Monday…

  1. The Metaverse Goes Beyond Facebook. Watch These Stocks. (Barron’s)
  2. Economy Likely to Outgrow China’s Due to Contrast in Pandemic Responses (Wall Street Journal)
  3. This bond expert called the initial spike in interest rates. He now says a new chapter will emerge. (MarketWatch
  4. Chinese Growth Slowdown Adds to List of Investors’ Concerns (Barron’s)
  5. A Skeptical Stock Analyst Wins Big by Seeking Out Frauds (New York Times)
  6. Afghanistan Government Collapses as Taliban Take Kabul (WSJ)
  7. Japan’s Economy Returns to Growth, but Virus Threat Looms (New York Times)
  8. China’s Corporate Crackdown Adds to Junk-Bond Distress (Wall Street Journal)
  9. Robinhood gets boost as Congress declines ban – for now – on sales tactic (FoxBusiness)
  10. You’ve Never Heard of the Biggest Digital Media Company in America (New York Times)
  11. Why Only a Huge Shock Will Deter Risk-Taking Investors (Bloomberg)
  12. Hedge Funds Are Demanding Their SPAC Money Back (Bloomberg)
  13. How a 27-Year-Old Built a $3 Billion Fortune After an Allergic Reaction (Bloomberg)
  14. Economic ‘nirvana’ should usher in roaring ’20s, market bull Ed Yardeni predicts (CNBC)
  15. PG&E (PCG) Gains on Upgrade to ‘Outperform’ at RBC on Attractive Risk/Reward, Analyst Sees 50%+ Upside (Street Insider)

Be in the know. 17 key reads for Sunday…

  1. Greg Becker on the Innovation Business (Podcast) (Bloomberg)
  2. How the explosive growth in satellites could impact life on Earth (theHustle)
  3. Aston Martin Reveals Valkyrie Spider Roofless Hypercar (Forbes)
  4. The economics of dollar stores (theHustle)
  5. Why A Secretive Chinese Billionaire Bought 140,000 Acres Of Land In Texas (Forbes)
  6. Dolly Parton’s Net Worth Revealed: The Staggering Success Of America’s Country Music Queen (Forbes)
  7. Status Monkeys (Not Boring)
  8. Beyond the Bitcoin Bubble (New York Times)
  9. August Seasonal Pattern Suggests Further Gains Mid-Month (Almanac Trader)
  10. ECRI Weekly Leading Index Update (advisorperspectives)
  11. The Way the Senate Melted Down Over Crypto Is Very Revealing (New York Times)
  12. Indicator Of The Week: 4.5 Trillion (NPR Planet Money)
  13. Fenty’s Fortune: Rihanna Is Now Officially A Billionaire (Forbes)
  14. Forget Flying Cars. The World’s First Flying Motorcycle Is Coming. (Robb Report)
  15. Ford’s Newest GT Is a Modern Supercar That Reimagines the 1964 Original (Men’s Journal)
  16. The Senate Passed a $1 Trillion Infrastructure Deal. What’s in It for You? (Inc.)
  17. Musk says Starship will land humans on moon ‘probably sooner’ than 2024 (FoxBusiness)