What I Am Reading

October 01 (Friday) YRI Dr. Ed’s latest video podcast dated September 26 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets Stocks End September With Losses but S&P 500 Ekes Out Quarterly Gain | W Central banks Powell Says Fed Faces ‘Difficult Trade-Off’ if Inflation Doesn’t Moderate | W Fed’s Powell pledges diversity focus in filling reserve bank openings | R   US I Government shutdown: Biden signs funding bill | C Test of Biden’s agenda looms after he signs bill to avert government shutdown | R U.S. default would cause ‘irreparable’ harm, Yellen warns again | R Pelosi Says House Heading Toward Infrastructure Bill Vote Thursday | W   US II California muddies U.S. weekly jobless claims; labor market recovering | R Why Democrats Should Abolish the Filibuster | The Atlantic To Build Back Better, Tax Ultra-Wealthy Families Like Ours | Time China China new-home price growth at slowest in 18 months -private survey | R   Geopolitics & trade U.S. and Chinese Regulators Are in a Bind Over a Three-Letter Acronym | W Industries & companies Autos: U.S. auto sales forecast to plummet in third quarter as chip shortage plagues industry | C Autos: Lordstown Motors to Sell Former GM Factory in Ohio to Foxconn | W Communication services: Senators say Facebook used Big Tobacco playbook to exploit kids | C Financials: Morgan Stanley and Interactive Brokers Face Federal Scrutiny in Venezuela Probe | W Retail: Bed Bath & Beyond (BBBY) shares tank on supply chain issues | C Crypto Bitcoin Stalls as U.S., China Go After Cryptocurrencies | W   Corporate finance Zoom and Five9 abandon $14.7 billion acquisition | C Merck to Buy Acceleron Pharma for $11.5 Billion | W Virus Pfizer Covid booster recipients ‘want a normal Thanksgiving’ after getting third shots | C Beyond markets How The Coronavirus Pandemic Made The CFA Test Tougher | N Jeff Bezos’ Blue Origin: Essay claims ‘toxic’ workplace | C

September 30 (Thursday) YRI Dr. Ed’s latest video podcast dated September 26 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets Stock Market Pares Gains After Tuesday Rout | W Is Stock Market Rigged? Insider Trading by Executives Is Pervasive, Critics Say | B Whatever Happens to Evergrande, Nobody Wants to Short the Yuan | B Analysis: Debt ceiling worries start to rattle Wall Street | R Central banks Fed Chair Powell calls inflation ‘frustrating’ and sees it running into next year | C Powell Says Supply-Chain Bottlenecks Could Lead to Somewhat Longer Interval of High Inflation | W Global supply disruptions could still get worse, central bankers warn | R US U.S. Economy Is Expected to Pick Up Speed After Delta-Driven Downturn | W Rents in US Are Accelerating at ‘Shocking’ Rates of More Than 10% | B Infrastructure Bill in Peril as Democrats Strain to Unite Party | W Debt ceiling: House passes bill to avoid U.S. default | C Comptroller of the Economy | W China China Evergrande to Sell Bank Stake to State-Owned Firm for $1.5 Billion | W China Tells Bankers to Shore Up Property Market, Help Homebuyers | B China September factory activity unexpectedly contracts -official PMI | R Geopolitics & trade North Korea Sees U.S. as Ongoing Threat, Kim Jong Un Says in Speech | W Mayor of Kabul warns, ‘We have millions of people who are at the verge of famine and hunger’ | C   Industries & companies Airlines: United Airlines Is Firing Workers Over Vaccine Noncompliance | N Communication services: Google wants search results to be ‘endless stream of visual ideas’ | C Tech: U.S., Europe Team Up to Address Chip Shortage, Tech Issues | W Virus Americans Are Getting Covid-19 Boosters—No Questions Asked | W Covid-19 Cases Improving in 47 of 50 States | B Technology How an 11-Foot-Tall 3-D Printer Is Helping to Create a Community | N Beyond markets America needs a ‘Million Talents Program’ now | TheHill

September 29 (Wednesday) YRI Dr. Ed’s latest video podcast dated September 26 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets Higher rates and Washington dysfunction are combining to push the market lower | C Stocks Drop as Bond Yields Hit Three-Month High | W Oil Hits Three-Year High as Natural-Gas Crunch Spills Into Crude Market | W Commodity Price Surge Deals Stagflationary Blow to World Economy | B Central banks Sen. Warren calls Fed Chair Powell a ‘dangerous man,’ says she will oppose his renomination | C Fed’s Powell faces heated questions on trading, regulation and diversity | R US I U.S. consumer confidence hits seven-month low as near-term economic outlook dims | R Home-Price Growth Hit Record in July | W The Economy Looks Solid. But These Are the Big Risks Ahead. | N US II Progressives Defy Pelosi, Vow to Vote No on Infrastructure Bill | B Democrats’ plans will blow up US budget for generations | P Janet Yellen Says Treasury Could Exhaust Cash Reserves by Oct. 18 if Debt Limit Isn’t Raised | W US III Why Biden says his plan costs ‘nothing’ (and why he’s right) | MSNBC CEOs worried about corporate tax hikes as Dems push bills aimed at boosting working families | C Entitlements for the Affluent | W David Frum: How Democrats Could Trigger a Trump Comeback | The Atlantic Europe With Germany Sidelined, EU Must Wait on Big Challenges | W China Evergrande’s Struggles Offer a Glimpse of China’s New Financial Future | N China Power Outages Close Factories and Threaten Growth | N Geopolitics & trade Afghan army collapse ‘took us all by surprise,’ U.S. defense secretary says | R Industries & companies Autos: Ford Fortifies EV Bet With Four New Factories in Tennessee and Kentucky | W Consumer: Amazon event 2021 live updates: Astro home robot and more announced | C Communication services: Facebook’s Effort to Attract Preteens Goes Beyond Instagram Kids, Documents Show | W Corporate finance Bank Mergers Are On Track to Hit Their Highest Level Since the Financial Crisis | W Big tech & misinformation Eric Schmidt: AI Could Worsen Our Misinformation Problem | The Atlantic How Covid Misinformation Created a Run on Ivermectin | N The bipartisan reason Congress should regulate big tech | TheHill Big Tech Companies Amass Property Holdings During Covid-19 Pandemic | W   Virus Pfizer submits data for COVID-19 vaccine use in younger kids | R Beyond markets Federal Judges With Financial Conflicts | W

September 28 (Tuesday) YRI Dr. Ed’s latest video podcast dated September 26 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets Stocks Finish Mixed as Energy Rallies | W Why China’s Evergrande Crisis Could Be Worse Than the U.S. Crash | B Energy Chevron CEO Warns of High Energy Prices and Supply Crunches | B Europe’s Energy Crisis Is About to Go Global as Gas Prices Soar | B China Evergrande and China Power Curbs Are Two Sides of One Coin | B China’s Growth Forecasts Take a Hit as Power Crunch Worsens | B Goldman Cuts China’s GDP Growth Forecast Amid Energy Constraints | B China Power Outages Close Factories and Threaten Growth | N China’s Power Crisis Moves From the Factory Floor to Homes | B Central banks I Dallas Fed President Kaplan to retire early on Oct. 8, citing trading disclosure ‘distraction’ | C Boston Fed President Rosengren abruptly announces retirement | C Fed resignations don’t blunt calls for broader ethics changes | R Central banks II Fed officials say they see a pullback in their economic support even with inflation cooling | C Fed officials: Bond taper still hinges on continued job growth | R Fed Chair Powell to warn Congress that inflation pressures could last longer than expected | C Fed Chief Jerome Powell Says Inflation Is Elevated but Likely to Moderate | W Powell Says Jobs Still Short of Goal as Supply Woes Raise Prices | B Fed Official Lael Brainard Says Labor Market, Inflation Can Return to Pre-Pandemic Equilibrium | W US Used Car Prices Catch Wall Street’s Eye as a Predictor of Inflation | N House to vote on infrastructure bill Thursday, Nancy Pelosi says | C Geopolitics & trade U.S., EU to discuss trade, tech as they seek to counter China | C Industries & companies Autos: Ford Will Build 4 Factories in a Big Electric Vehicle Push | N Communication services: Facebook to Halt Instagram Kids Project Amid Pressure From Lawmakers, Parents Groups | W Tech: AMD CEO Lisa Su says chip shortage likely to end next year | C Virus Covid: Gottlieb says 90% of Americans may have immunity post-delta | C Corporate finance Entertainment Giant Endeavor to Buy Sports-Betting Business for $1.2 Billion | W Beyond markets U.S. Senators call for ‘full accountability’ in World Bank data controversy | R Janet Yellen Declines to Take Calls From IMF’s Georgieva After China Scandal | B

September 27 (Monday) YRI Dr. Ed’s latest video podcast dated September 26 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets 100 Years of Barron’s: Tracing the Bond Market’s Historic Bull Run | BR Natural-gas shortages threaten governments’ green goals | E Why Investors Should Pay Attention to the Way Management Talks About Earnings | BR Evergrande What are the systemic risks of an Evergrande collapse? | E China Faces a Reckoning With Evergrande Crisis. What Could Come Next. | BR Niall Ferguson: Evergrande Is a Victim of Xi Jinping’s China Crisis | B China response to Evergrande influenced by links to Xi’s rivals | Nikkei Asia China Power Crunch Is Next Economic Shock Beyond Evergrande | B US I Pelosi says U.S. infrastructure bill will pass, eyes smaller social spending bill | R Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook | W Explainer-What are Congress’ options for funding the gov’t and raising the debt limit? | R   US II Could This Covid Wave Reverse the Recovery? Here’s What to Watch. | N Cutting off unemployment insurance doesn’t seem to have fixed the economy. | Slate Cargo Piles Up as California Ports Jostle Over How to Resolve Delays | W California ends single-family zoning | E Europe German Social Democrats beat conservatives in vote to decide Merkel successor | R The mess Merkel leaves behind | E Parts of Germany are desperate for more people | E Germany’s urgent need for greater public investment | E UK warned visa plan to fix truck driver shortage will not solve crunch | R China China’s Online Game Companies Fall in Line With Restrictions on Entertainment | W Musk praises China, says Tesla will expand investments in country | C Huawei CFO Meng Wanzhou Reaches Deal With Justice Department | W Geopolitics & trade Quad leaders press for free Indo-Pacific, with wary eye on China | R America is at last getting serious about countering China in Asia | E AUKUS reshapes the strategic landscape of the Indo-Pacific | E Industries & companies Autos: Tesla drivers can request FSD Beta with a button press, despite safety concerns | C Bio Tech: Medicine’s Golden Age Is Dawning. 10 Stocks to Play the Latest Innovations | BR Energy: Li-Cycle Stock Is a Smart Play on Electric-Vehicle Batteries | BR Financials: Bank Mergers Will Continue Ramping Up. Here’s Why. | BR Media: Marvel’s ‘Shang-Chi’ is the highest-grossing domestic release of 2021 | C Media: ‘Dear Evan Hansen’ opens with $7.5 million at domestic box office | C Media: Apple told a showbiz union it had less than 20 million TV+ subscribers | C Real Estate: Beware the backlash as financiers muscle into rental property | E Tech: IMEC offers neutral ground amid chip rivalries | E Travel: The Delta Variant Has Sapped Travel Stocks. What’s Next. | BR   Technology Buy Flying Cars. Joby Aviation Picks Up First Buy Rating. | BR For Self-Driving Cars, the Hot New Technology Is… Radar | W Crypto China Declares Cryptocurrency Transactions Illegal; Bitcoin Price Falls | W Insana: China may be first to ban bitcoin, but they won’t be the last | C Stablecoins in Spotlight as U.S. Begins to Lay Ground for Rules on Cryptocurrencies | W   Corporate finance Corporate-Buyout Loans Near Highs of 2007 | W Toast built a $30 billion business by defying Silicon Valley VCs | C Virus WHO Seeks to Revive Stalled Inquiry Into Origins of Covid-19 With New Team | W Pfizer CEO Albert Bourla said we may need annual Covid shots | C Climate Energy Crisis Puts World’s Most Ambitious Climate Plan to Test | B Beyond markets How I Went From Prison Cook to Pizza Chef at One of Philly’s Best New Restaurants | Bon Appétit

September 25 (Saturday) YRI Dr. Ed’s latest video podcast dated September 19 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets Dow, S&P 500 Edge Higher After Evergrande Payment Deadline Passes | W S&P 500 rises for a third straight day to end a wild week of trading | C Evergrande Evergrande’s Global Bondholders Didn’t Receive Interest Payment | W Evergrande debt crisis: $83 million interest payment on dollar bond | C What the ‘Smart Money’ Knows About China’s Evergrande Crisis | W Central banks Two Fed policymakers say bar for taper met, nod to next debates | R Paper Questions Federal Reserve’s Faith in Inflation Expectations | W US Could This Covid Wave Reverse the Recovery? Here’s What to Watch. | N U.S. Treasury’s Yellen cites need for compromise on digital service taxes in call with French counterpart | R Some Profitable Companies Would Still Pay No Taxes Under Democrats’ Plan | W Europe Merkel Says Auf Wiedersehen to a Diminished Europe | W Germany Elections 2021: What to Know as Chancellor Merkel’s Tenure Nears Its End | W China China Declares All Cryptocurrency Transactions Illegal | N Japan In Aging Japan, Under 75 Is the New ‘Pre-Old’ | W Industries & companies Retail: Costco, Nike and FedEx are warning there’s more inflation set to hit consumers as holidays approach | C Corporate finance Cue Health, Google’s provider of Covid-19 tests, just held its IPO | C Virus Biden: Unvaccinated people are ‘costing all of us,’ presses Covid shot mandates | C CDC director defends controversial call on Pfizer’s Covid boosters | C Virus Research Has Exploded Since Covid-19 Hit. Is It Safe? | W Schools With Face-Mask Requirements Had Fewer Covid-19 Outbreaks, CDC Study Finds | W Crypto China, Hong Kong bitcoin holders scramble to protect their crypto assets | C Bitcoin and ether slide as China intensifies crackdown on cryptocurrencies | C

September 24 (Friday) YRI Dr. Ed’s latest video podcast dated September 19 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets Dow Up More Than 500 Points as Stock Markets Turn Positive for the Week | W Central banks Here’s what will happen when the Fed’s ‘tapering’ starts, and why you should care | C Fed Officials See ‘Transitory’ Inflation Lasting Quite a While | W “Reasonably good” September jobs starts Fed taper. Is another dud coming? | R Global U.S. and European Economies Slowed by Delta Variant, Supply Chain Bottlenecks | W   US White House prepares for potential government shutdown | C Democratic Leaders Scramble to Find Areas of Agreement on $3.5 Trillion Spending Bill | W America’s richest 400 families pay a lower tax rate than average taxpayer | C In Push to Tax the Rich, White House Spotlights Billionaires | N Supply-Chain Crunch, Chip Shortage Focus of White House Meeting | W America’s meat supply is cheap and efficient. Covid-19 showed why that’s a problem. | PO China China Makes Preparations for Evergrande’s Demise | W China’s Evergrande Debt Crisis Is Stress Test No One Wanted | B Geopolitics & trade Quad Summit and China: Game theory predictions for the future of the Quad | C Europe’s Balancing Act Between the U.S. and China Is Buffeted From Both Sides | W Industries & companies Autos: Chip shortage expected to cost auto industry $210 billion in 2021 | C Chemicals: EPA to Adopt New Rules to Cut Emissions From Coolants | W Retail: Costco brings back purchase limits on toilet paper and more | C Retail: Nike’s Revenue Pinched by Supply-Chain Disruptions | W Virus The Vaccinated Aren’t ‘Just as Likely’ to Spread COVID | The Atlantic Covid booster shots: CDC panel endorses third Pfizer doses for high-risk adults | C Beyond markets Offices Are Useful for Soft Work, Not Hard Work | The Atlantic

September 23 (Thursday) YRI Dr. Ed’s latest video podcast dated September 19 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets U.S. Stocks Rise as Fed Signals Possible 2022 Interest-Rate Hike | W Evergrande Evergrande Is In Crisis, But a Risky China Still Beckons to Investors | W Beyond Evergrande’s Troubles, a Slowing Chinese Economy | N Evergrande’s Struggles Reflect China’s Efforts to Rein in Multiyear Debt Boom | W Central banks Fed Tees Up Taper and Signals Rate Rises Possible Next Year | W Federal Reserve holds interest rates steady, sees bond-buying taper ‘soon’ | C The Fed is evaluating whether to launch a digital currency and in what form, Powell says | C Fed decision: Jerome Powell says central bank will make changes to trading rules | C US U.S. home sales fall, house price inflation cooling | R Hot U.S. Housing Market Cooled Some in August | W Pandemic Shipping Delays: Why Deliveries Are So Slow | The Atlantic Geopolitics & trade U.S. Treasury’s Yellen urges Irish finance minister to take global tax deal | R Industries & companies Financials: Most of $9.2 Billion in Questionable Medicare Payments Went to 20 Insurers, Investigators Say | W Retail: Inside Amazon’s Department Store Plans: High-Tech Dressing Rooms, Its Own Apparel Brands | W Technology German auto giants place their bets on hydrogen cars | R Workplace Automation Bots Gain Clout Amid Covid-19 Pandemic | W Virus FDA authorizes Pfizer’s Covid booster shots for people 65 and older and other vulnerable Americans | C Average daily U.S. Covid deaths cross 2,000 | C

September 22 (Wednesday) YRI Dr. Ed’s latest video podcast dated September 19 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing Markets U.S. Stocks Edge Higher After Global Market Selloff | W U.S. market better able to aborb potential market shock compared with 2008: SEC chair | R For American investors, Chinese stocks are becoming the asset not to own | livemint.com Commodity markets set for high volatility, says Louis Dreyfus | R Central banks The Fed likely will wait until November for taper announcement, CNBC survey indicates | C Powell’s Taper Tightrope Could Be Complicated by Fed ‘Dots’ | W With the focus on a taper, five questions for the Fed | R Opinion | Does the U.S. Economy Still Need [Monetary Policy] “Booster Shots”? | N Fed Faces Calls to Remove Officials Over Trades They Made While Setting Policy | W   US I Debt-Limit Suspension Set to Pass House, Face Standoff in Senate | W U.S. debt limit is not a partisan issue, White House says | R Eviction moratorium: Cori Bush, Elizabeth Warren want to reinstate ban | C Billions Spent on Roads and Transit Projects Are Often Based on Optimistic Forecasts | W Companies are hiring but it’s still hard to find a job during the Covid-19 pandemic | Vox US II How families with up to $50,000 in income used child tax credit checks | C Why Hiring for Child Care Is a Huge Struggle | N The Covid-19 Pandemic Put Many Pregnancy Plans on Hold. Some Women Aren’t Waiting Anymore. | W Google to Buy New York City Office Building for $2.1 Billion | W Opinion | The Economic Mistake Democrats Are Finally Confronting | N China As Evergrande totters, cracks in stressed Chinese developers widen as rating outlook dims and borrowing costs jump | SCMP Evergrande Is China’s Economy in a Nutshell | W China’s Evergrande Crisis Is Just The Tip Of The Iceberg | Seeking Alpha Developer China Evergrande’s ‘Darkest Moment’ Will Pass, Boss Tells Staff | W China’s Regulatory Storm Risks Triggering Wider Economic Damage | W Cheng Wei: This risk taker pushed Uber out of China. Now he might be too big for Beijing | NN Geopolitics & trade Taliban expand economic team as Afghan crisis deepens | R Industries & companies Airlines: Justice Department Preparing to Challenge American-JetBlue Alliance | W Tech: Apple Is Working on iPhone Features to Help Detect Depression, Cognitive Decline | W Corporate finance DraftKings makes $20 billion offer for UK sports betting company Entain, sources say | C Zoom’s Nearly $15 Billion Deal for Five9 Under U.S. Government Review Over China Ties | W U.S. Bancorp to Buy MUFG Union Bank for About $8 Billion | W Crypto SEC’s Gensler Doesn’t See Cryptocurrencies Lasting Long | W Virus Coronavirus outbreak in Fujian poses fresh threat to China’s troubled travel market | SCMP FDA commissioner on Covid vaccine approval timeline for kids 5 to 11 | C J&J Says Covid-19 Vaccine Booster Two Months After First Shot Increases Protection | W U.S. Pledge to Vaccinate Poor Countries Stumbles Amid Logistical Challenges | W CDC: Delta variant infects highly vaccinated prison population, but few hospitalized | C Opinion | I Ran the CDC. Here’s How to Prove That Americans Are Vaccinated. | N Climate Biden Urges Global Cooperation on Covid-19, Climate Change | W Beyond markets No, Niall Ferguson, Travel and Trade Improved Health | Brownstone Institute

September 21 (Tuesday) YRI Dr. Ed’s latest video podcast dated September 19 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing China developer Evergrande’s debt crunch and U.S. markets: Ed Yardeni | C Markets Stock market today: S&P 500 falls 1.7% for its worst day since May, Dow sheds 600 points | C The stock market is afraid again. Here’s what that means for your investments | NN Washington gridlock and a debt-ceiling showdown are weighing on the market | C House Democrats’ plan would forbid private equity, hedge funds in IRAs | C Oil Companies to Be Sidelined at U.N.’s Climate Conference | W Norway promises Europe more gas as prices soar | R US House to Vote on Spending Measure That Includes Debt-Limit Suspension | W Raise the debt limit while starting to fix the budget   | TheHill Another weak U.S. jobs report may be ahead, JPM data suggests | R No, the Richest One Percent Don’t Pay 40 Percent of Taxes. | NY Mag The Millennials Not Having Babies Because of Climate Change | The Atlantic China Evergrande Gave Workers a Choice: Lend Us Cash or Lose Your Bonus | N Xi Jinping Aims to Rein In Chinese Capitalism, Hew to Mao’s Socialist Vision | W Geopolitics & trade Biden Administration to Raise Refugee Admissions Cap to 125,000 | W Industries & companies Autos: GM to begin fixing recalled Chevy Bolt EVs next month due to fire risk | C Communication services: Facebook’s monstrous empire | The Week Energy: Rising Energy Stocks Defy Market’s September Slide | W Financials: Green Bulls See Path to Growth for Europe’s Downtrodden Bank Stocks | W Real estate: Real-Estate Agents Gear Up for Fight to Save Their Commissions | W Retail: CVS Makes Hiring Push Amid Worker Shortage, Increased Covid-19 Vaccine Demand | W Corporate finance Europe’s OVHcloud Plans IPO at Potential $4.7 Billion Valuation | W Why Taxing Stock Buybacks Is the Wrong Fix for Executive Pay | N Virus Covid is America’s deadliest pandemic as U.S. fatalities near 1918 flu estimates | C U.S. to ease travel restrictions for foreign visitors who are vaccinated against Covid | C Pfizer Covid vaccine safely generates robust immune response in kids, Pfizer says | C Six Rules That Will Define Our Second Pandemic Winter | The Atlantic Climate Climate change largest global problem ‘since World War II’: PwC chair | C