What I Am Reading
Monday, October 7, 2024
Markets I
- Corporate Insiders Are Sitting Out the 2024 Stock-Market RallyWall Street Journal
- Bond Traders Buckle Up for ‘No Landing’ After Jobs SurpriseBloomberg
- One Small-Stock Fund Crashes the Big-Tech PartyWall Street Journal
- ‘100%’ Yields Fuel a Retail Boom in Quick-Buck ETFsBloomberg
Oil
Central banks
US
- How Long Can the U.S. Economy’s ‘Goldilocks’ Moment Last?Wall Street Journal
- The house-price supercycle is just getting goingEconomist
- Ports start 100-day countdown to new strike. Automation is dealbreakerCNBC
- The Truth About Immigration and the American WorkerThe Atlantic
- Corner Stores Mount a Comeback in Residential NeighborhoodsBloomberg
US politics
Europe
- Is Europe Becoming Ungovernable?Wall Street Journal
Japan
China
India
Geopolitics & trade
- The year that shattered the Middle EastEconomist
- Israel Launches New Offensive in Northern Gaza, Orders Mass EvacuationWall Street Journal
- Gaza Cease-Fire: Kamala Harris Says US Will Keep Pressuring IsraelBloomberg
- China is using an “anaconda strategy” to squeeze TaiwanEconomist
- China-linked security breach targeted U.S. wiretap systems, WSJ reportsCNBC
- Despite Geopolitical Tensions, China Is Big Business for Western Consulting FirmsWall Street Journal
Industries & companies
- Autos:Tesla Robotaxi Day Is a Make or Break Moment for Elon Musk—and the StockBarron's
- Healthcare:How private equity chewed through America’s emergency roomsVox
- Media:Google’s Dominant Search Business Is Under Attack From TikTok to AIWall Street Journal
- Media:Box office 2025: More than half of top studios' movies are existing IPCNBC
AI
- India has a unique opportunity to lead in AIEconomist
- AI and globalisation are shaking up software developers’ worldEconomist
- AI Can Pick Stocks. Would It Pick Nvidia as a Winner?Barron's
- Microsoft’s AI Story Is Getting ComplicatedWall Street Journal
- Gen AI Makes Legal Action Cheap — and Companies Need to PrepareHBR
Beyond markets
- Meet the HENRYS: The Six-Figure Earners Who Don’t Feel RichWall Street Journal
- $200 Million ‘Joker’ Sequel Is a Box Office BustWall Street Journal