What I Am Reading

August 26 (Thursday) YRI Dr. Ed’s latest video podcast dated August 21 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Markets Stocks extend their rally with S&P 500 and Nasdaq hitting fifth straight day of gains | C S&P 500, Nasdaq notch all-time closing highs ahead of Jackson Hole | R Central banks ECB Will Act If Fed Taper Creates Spillovers, Lane Tells Reuters | B US U.S. business equipment spending strong even as new orders flat in July | R U.S. mortgage applications rise as mortgage rates edge down -MBA | R Only a Fraction of Covid-19 Rental Assistance Has Been Distributed | W Industries & companies Financials: Banks Are Bingeing on Bonds, but Not Because They Want To | N Retail: Ulta shares rise after beauty retailer posts 60% gain in revenue as makeup sales recover | C Geopolitics & trade U.S. still working to contact most of the estimated 1,500 American citizens left in Afghanistan | C Virus U.S. Covid-19 Hospitalizations Nearly Doubled in August as Some States Ask for Resources | W Pediatric Covid hospitalizations surge to highest on record in U.S. as doctors brace for more | C Biden Administration Likely to Approve Covid-19 Boosters at Six Months | W Get Shots or Get Out | B Delta Air Lines to Impose $200 Monthly Charge on Unvaccinated Employees, Add Testing Requirements | W Cybersecurity Biden Says Cybersecurity Is the ‘Core National Security Challenge’ at CEO Summit | W Google, Microsoft plan to spend billions on cybersecurity after meeting with Biden | C

August 25 (Wednesday) YRI Dr. Ed’s latest video podcast dated August 21 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Markets Stocks Rise, With S&P 500, Nasdaq Hitting Records | W Euro Near Nine-Month Low as Fed, ECB Policies Diverge | W If You Bought Municipal Bonds a Long Time Ago, This Is a Great Time | W US I The delta variant will slow but not derail the ongoing economic recovery | The Hill The economy could be getting help from positive news on the delta variant | C Opinion | Workers Don’t Want Their Old Jobs on the Old Terms | N Covid-19 Rekindles Debate Over License Requirements for Many Jobs | W US II House passes budget resolution, advances infrastructure bill | C Biden’s approval ratings plummet, bad news for Democrats in Congress | C Emerging Delta Variant Outbreaks in Sparsely Vaccinated Asian Countries Disrupt Production | W Geopolitics & trade U.S. has evacuated 4,000 American citizens and their families out of Afghanistan | C Report on Covid-19 Origins Due as China Remains a Challenge | W Industries & companies Theme Parks: Disney Strikes Vaccine Deal With Unions, as Labor Groups Negotiate Mandates | W Retail: Walmart Opens Local Delivery Service to Other Retailers | W Retail: Nordstrom (JWN) Q2 2021 earnings | C Retail: Kohl’s CEO: Rumored Amazon department stores won’t ruin relationship | C Corporate finance Samsung to Invest $205 Billion in Chip, Biotech Expansion | W TPG Moving Forward With Initial Public Offering Plan | W Crypto Bitcoin ‘whales’ jump back into market during cryptocurrency’s rebound | C Virus Covid: CDC study shows unvaccinated people 29 times more likely to be hospitalized | C Six-Month Effectiveness of Vaccine | The Lancet Some Parents Push to Give Covid-19 Vaccine to Children Under 12, Against Government Guidance | W Goldman Sachs to require all people entering its offices to be fully vaccinated against Covid-19 | C

August 24 (Tuesday) YRI Dr. Ed’s latest video podcast dated August 21 Daily Markets Overview See subscribers’ link below for today’s Morning Briefing. Markets U.S. Stocks Boosted by FDA’s Covid-19 Vaccine Approval | W Infrastructure, budget reconciliation bills: Wall Street urges investors to prepare | C Junk Munis Head for First Drop in Six Months on Slowing Demand | B China’s Biggest Fears Are Giving Dollar All the Support It Needs | B Central banks Fed’s Jackson Hole shift shows Delta variant’s ability to skew plans | R Jerome Powell’s Jackson Hole Gamble Runs the Risk of Backfiring | B Fed Chairman Powell Navigates the Inflation Debate | W Brace yourself — inflation’s coming back stronger than ever | The Hill Biden and the Fed Wanted a Hot Economy. There’s Risk of Getting Burned. | N Fed’s Ability to Set a Floor on Rates Weakening Amid Cash Deluge | B Global IMF’s $650 billion reserves distribution is ‘shot in arm’ for global economy | R What an Adult Tricycle Says About the World’s Supply-Chain Problems | N US I Delta variant, supply woes crimp business activity in August -IHS Markit survey | R U.S. existing home sales climb for second straight month in July | R Democrats Near Showdown on Infrastructure Bill, Broader Spending Package | W US II Studies show modest job gains from U.S. states’ benefit cuts | R ‘The Great Resignation’: Employees have more choice than ever | C An Uncomfortable Proposition for Gig Economy Investors | W Meet the typical 40-year-old millennial | MSN Geopolitics & trade Firefight Erupts at Kabul Airport, While Taliban Affirm Pullout Deadline | W SEC gives Chinese companies new requirements for U.S. IPO disclosures | C Apple and Google’s Fight in Seoul Tests Biden in Washington | N Industries & companies Consumer discretionary: Amazon helped crush department stores. Now it reportedly wants to be one | NN Communication services: Google updates site that explains how search works | C Retail: Target to Add More Disney Shops to Stores | W Tech: Intel Lands Pentagon Deal to Support Domestic Chip Making | W Tech: Microsoft stock hits new record after Office price hike announcement | C Tech: The World’s Hottest Smartphone Brand Is Chinese—and It Isn’t Huawei | W Virus Covid: Dr. Scott Gottlieb says delta Covid surge in South has peaked | C Pfizer Vaccine Approved by FDA; Biden Says Companies Should Mandate Covid Shots | B New York City Mandates Covid-19 Vaccines for All Teachers, Staff | W Chevron Begins Vaccination Mandates as Covid-19 Roils Oil Fields | W Many School Districts Keep Covid-19 Closure Thresholds Flexible | W Workers Can’t Wait to Return, but Delta Variant Upends Plans | N Corporate finance Boeing Plans Investment in Virgin Orbit’s $3.2 Billion SPAC Listing | W Beyond markets The tough calculus of emissions and the future of EVs | TechCrunch Elon Musk Is Now The Second Richest Person In The World | FO

August 23 (Monday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Central banks Federal Reserve Cancels In-Person Jackson Hole Retreat Over Covid-19 | BR Central banks should make clear what QE is for, and then reverse it | E The Fed Is Trying to Sort Out Its Bond Buying. Here’s What It’s Looking At. | BR What We Still Don’t Know About the Fed’s Bond-Buying Spree | W The new Powell doctrine | E US American consumers become warier | E What Companies Are Saying About Supply-Chain Disruptions | BR The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy. | BR President Joe Biden’s job approval ratings drop as crisis in Afghanistan mounts | C Japan Japan’s private-sector activity hit by COVID-19 surge – PMI | R Japan’s Love of Debt Offers a View of U.S. Future | W Emerging China Cuts Steel Production. How That Hurts Iron-Ore Prices. | BR Emerging-market policymakers grapple with rising inflation | E Geopolitics & trade The fiasco in Afghanistan is a grave blow to America’s standing | E Afghanistan Has More Than $1 Trillion of Natural Resources and China Wants a Piece of It | BR Biden Afghanistan evacuation: U.S. has long way to go | C Pentagon orders U.S. airlines to help fly Afghanistan evacuees | C Industries & companies Biotech: Moderna Stock Heads to the Moon | W Media: ‘Free Guy’ box office second week hold tallies $18.8 million | C Pharma: The Covid Threat Is Here to Stay. What That Means for Drugmakers. | BR Tech: Should You Buy Apple, Microsoft, Alphabet, Amazon, or Facebook Stock? Yes, Despite Big Tech Regulatory Scrutiny. | BR Corporate finance Global dividends to near pre-pandemic levels in 2021 -report | R Virus FDA approval for Pfizer Covid vaccine could come Monday, report says | C Jabs mostly fend off the Delta strain but breakthroughs are infectious | E Regardless of how covid-19 spread, we need to better prevent lab leaks | E More Children Are Hospitalized With Covid-19, and Doctors Fear It Will Get Worse | W Beyond markets Remote Work May Now Last for Two Years, Worrying Some Bosses | W How a Video Résumé Can Get You Hired in the Covid-19 Job Market | W Climate Moving inland, Tropical Storm Henri drenches the U.S. Northeast | C

August 21 (Saturday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Dow rebounds more than 200 points, but closes out a losing week | C Stocks Rise on the Day, but Finish Week Lower | W Oil posts biggest week of losses in nine months as Delta variant spreads | R Half a trillion dollars wiped from China markets in a week as clampdowns shatter confidence | R Central banks Fed-Jackson Hole: Trying to avoid a tantrum amidst ‘taper talk’ | C Fed’s Kaplan watching Delta variant, says he may need to adjust view | R US How the tight labor market is keeping US vaccination rates low | NN China China Passes One of the World’s Strictest Data-Privacy Laws | W China’s Corporate Crackdown | City Journal Geopolitics & trade Afghan Crowds Fleeing Taliban Face Tear Gas at Kabul Airport | W Biden Says He Will Get Americans Out of Afghanistan, but Warns of Possible Losses | W Taliban Seize U.S. Weapons in Afghanistan, Stockpiling Helicopters, Guns and Trucks | W Industries & companies Airlines: Southwest weighs schedule changes, apologizes to staff after complaints | C Virus FDA approval for Pfizer Covid vaccine could come Monday, report says | C Orlando mayor urges water limits due to Covid hospitalization surge | C Covid: Washington state infections and hospitalizations hit record | C Offbeat SEC Weighs Requiring Companies to Give More Details on Workers | W

August 20 (Friday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets U.S. Stocks End Mixed After Bumpy Trading Day | W S&P 500 ends with slim gain as tech strength offsets cyclical woes | R Bond Market Signals Confidence in Fed Policy Outlook | W Chinese Firms Shy Away From ESG Loans That Hold Them Accountable | B Central banks Fed Chair Powell to speak on ‘economic outlook’ next week | R US U.S. second-quarter growth likely to be revised higher after slew of strong data | R U.S. weekly jobless claims hit 17-month low; ranks of unemployed shrinking | R States can pay unemployment benefits past Sept. 6 using pandemic funds | C Education Department cancels student debt for over 320,000 borrowers | C Europe German economy on track for stronger growth in Q3 – ministry | R Geopolitics & trade China Closes U.S. Auditor as Tensions Mount Over Forced Labor Allegations | W   Industries & companies Consumer discretionary: Amazon Plans to Open Large Retail Locations Akin to Department Stores | W Energy: Michio Kaku calls nuclear fusion test at national lab ‘giant step toward the holy grail of energy research’ | C Tech: Intel CEO Calls Chip Maker ‘Willing Buyer’ as Semiconductor Industry Consolidates | W Technology Are You Ready for Sentient Disney Robots? | N Virus CDC’s failure to share real-time information on delta variant stymied U.S. response | WP Sens. Hickenlooper, Wicker and King test positive for Covid after being fully vaccinated | C Covid booster shots: Scientists blast U.S. move as premature | C The CEO Wants His Staff Vaccinated. He Also Worries They Will Quit. | W Beyond markets A Skeptical Stock Analyst Wins Big by Seeking Out Frauds | N

August 19 (Thursday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets Stocks Close Lower Amid Fed Minutes, Earnings Reports | W Central banks Fed Signals Asset Purchases Likely to Slow This Year | W Minutes highlight a Fed split over labor market, bond-buying taper | R The Fed is worried the rise of stablecoins could impact financial stability | C US U.S. employment growth through March revised modestly lower | R U.S. homebuilding stumbles amid unrelenting supply constraints | R Why rent is about to go up again | C 61% of Americans paid no federal income taxes in 2020, Tax Policy Center says | C Japan Japan’s factory mood hits 3-1/2-year high – Reuters Tankan | R Geopolitics & trade Biden says Aug. 31 deadline in Afghanistan might have to be extended | R Taliban blocks Afghans from reaching Kabul airport contrary to commitments | C Afghan Women Are Already Fading From Public View as Fear of the Taliban and Uncertainty Prevail | W Industries & companies Autos: Tesla buyers confounded by delivery delays stretching for months | C Financials: Wells Fargo reverses plan to end personal credit lines after customer backlash | C Media: Netflix insider trading ring reaped $3 million in profit, SEC says | C Media: Disney’s Genie app is an all-in-one trip planner for its theme parks | C Retail: People Are Now Spending More Money at Amazon Than at Walmart | N Retail: Target Sales Increase as Shoppers Return to Stores | W Tech: Cisco (CSCO) earnings Q4 2021 | C Virus Covid-19 Booster Shot to Be Offered to Americans Fully Vaccinated With Pfizer, Moderna | W Covid vaccine: U.S. to require nursing homes staff get shots or lose federal funding | C Biden’s Covid Booster Shot Push Raises Concerns Among Health Experts | B Cybersecurity & crypto T-Mobile Says Hackers Stole Data on More Than 40 Million People | W Cryptocurrency: Where new bitcoin users are around the world | C

August 18 (Wednesday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Markets U.S. Stocks Skid Following Retail Data | W Stock market today: Homebuilder stocks tumble, key level to watch | C Investors Sour on Chinese Insurance Giant’s Shares | W Central banks Jerome Powell Says It’s Unclear What Covid-19 Surge Means for Economy | W Fed Officials Weigh Ending Asset Purchases by Mid-2022 | W Fed’s Powell: Not certain Delta outbreak will dent recovery | R Fed’s Kashkari: ‘Reasonable’ to taper late this year or early next | R Transcript: Fed’s Rosengren Sees Strong Growth Ahead for U.S. Economy | W The Fed needs to articulate its framework for inflation | TheHill US Delta Variant Threatens Small Businesses as It Slows Return-to-Office Plans | W U.S. Retail Sales Fell 1.1% in July as Spending Fell Across Categories | W Automobile shortages, spending shift to services tank U.S. retail sales | R Weak Retail Sales Offer Preview of Coming Attractions as Delta Variant Spreads | W Nancy Pelosi Braces for Showdown With Moderates Next Week Over Infrastructure Vote | W China China Set to Pass One of the World’s Strictest Data-Privacy Laws | W Japan Japan’s exports extend gains, machinery orders fall amid fragile recovery | R Geopolitics & trade Taliban Consolidate Control in Afghanistan’s Capital as Thousands Remain Stranded | W Industries & companies Energy: Biden administration plan for lowering costs of solar energy | C Retail: Walmart’s Earnings Report Shows Sales Rose as Shoppers Returned to Stores | W Retail: Home Depot’s Sales Growth Flattens After Year of Rapid Gains | W Corporate finance Investors Bet Corporate Spending and Buybacks Will Support Stocks | W Virus As Delta Surges, Covid-19 Breakthrough Cases Remain Uncommon | W Delta variant: WHO says some data suggests increased risk of hospitalization | C Covid: U.S. should focus on vaccinating the rest of the world before booster shots, says Dr. Vin Gupta | C Covid’s Forgotten Hero: The Untold Story Of The Scientist Whose Breakthrough Made The Vaccines Possible | FO Biden Administration Expected to Call for Covid-19 Vaccine Booster Shots | W

August 17 (Tuesday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Economic ‘nirvana’ should usher in roaring ‘20s, Ed Yardeni predicts | C Markets S&P 500 doubles from its pandemic bottom, marking the fastest bull market rally since WWII | C Stocks Recover as Dow Hits New Record | W Tech, cyclical stocks pull Wall St lower as China data sours mood | R Oil Prices Fall as Traders Fear Chinese Economic Slowdown | W Central banks Fed Officials Weigh Ending Asset Purchases by Mid-2022 | W Fed’s Eric Rosengren backs tapering in the fall but no rate hikes until job market improves | C Fed’s Rosengren: Another strong jobs report could support September taper announcement | R Janet Yellen Gets a Chance to Shape the Fed, This Time From Outside | N Fed research Higher inflation target could trigger jobs boom, former Fed staffers say | R Federal Reserve Bank of San Francisco | Labor Productivity in a Pandemic | FRB-SF US N.Y. Fed’s factory gauge softens on slower shipments, order growth | R Companies Are Hoarding Record Cash Amid Delta Fears | W Retail sales likely dipped in July as consumers held off on purchases | C State Street, Firm Behind Wall Street’s ‘Fearless Girl’ Statue, Is Vacating New York City Offices | W Geopolitics & trade Afghanistan collapse: Biden defends decision to withdraw U.S. troops | C A Taliban Leader Emerges: Hunted, Jailed and Now Free | W Xi’s Dictatorship Threatens the Chinese State | W Industries & companies Airlines: Spirit Airlines says operational meltdown cost it about $50 million, cuts third-quarter schedule | C Retail: Aldi Plans to Hire 20,000 U.S. Workers in Holiday-Season Ramp-Up | W Corporate finance Analysis-Back with a bang, share buybacks offer boost for Europe Inc | R Virus Israel’s Recent Surge Confirms We Need A Multimodal Strategy To Fight Covid-19 | FO ‘We are on fire’: Five U.S. states set new records for Covid cases as hospitalizations rise | C Covid Vaccines Produced in Africa Are Being Exported to Europe | N Beyond markets Ron Paul: The Secret Ronald Reagan Told Me About Gold and Great Nations | NY Sun Take a chance on second-chance hiring | Washington Examiner

August 16 (Monday) YRI Dr. Ed’s latest video podcast Daily Markets Overview Today’s Morning Briefing Productivity Will Battle Inflation and Send Stocks Higher, Says Ed Yardeni | BR Markets Wall St Week Ahead Investors give value stocks a second look as bond yields rally | R Something Is Awry in the Treasury Market This Summer | W Analysis: Taliban gains give investors cause for concern beyond Afghanistan | R China’s Corporate Crackdown Adds to Junk-Bond Distress | W Global Will the rich world’s worker deficit last? | E US I Pelosi suggests tying infrastructure plan, $3.5 trln budget resolution | R The Delta Variant Is Already Leaving Its Mark on Business | W Democrats want to expand Medicare. Here are the coverage gaps to know | C YouTube star Kevin Paffrath is Democratic leader in California recall | C US II America’s inflation scare becomes less menacing | E The new inflation: Don’t expect food or gas prices to fall any time soon | TheHill What the July 2021 CPI and PPI reports tells us about the housing market | C Is Inflation a Bad Problem? The $3.5 Trillion Budget Will Make It One. | BR Pudzer: The Biden Inflation Tax, Made Clear in One Chart | RealClearPolitics Krugman: Don’t Let Inflation Anxiety Undermine Our Future | N Geopolitics & trade Xi Jinping’s assault on tech will change China’s trajectory | E What tech does China want? | E U.S. moves embassy compound in Afghanistan to airport | C U.S. Economy Likely to Outgrow China’s Due to Contrast in Pandemic Responses | W Industries & companies Aerospace: Boeing Stock Can Gain 35%. How It Can Win the Future by Fixing Its Problems Now. | BR Autos: Carvana’s Success Rides on Used-Car Loans | W Financials: A Fed Policy Shift Could Be Near. Buying Bank Stocks Looks Like a Good Strategy. | BR Media: ‘Free Guy’ tops $28 million at box office, Disney eyes sequel | C Tech: Apple’s Next iPhone Is Coming Soon. Here’s What to Expect. | W Corporate finance Tesla Battery Supplier CATL Plans $9 Billion Share Sale to Boost Capacity | W Virus What Is the True Vaccine Breakthrough Rate? The CDC Doesn’t Want You to Know | FEE Florida Nursing Homes Limit Visitors as Covid-19 Cases Flare | W The number of kids hospitalized with Covid in the U.S. hits a record high | C Vaccine mandates are spreading | E New York City vaccine mandate presents new challenges for restaurants | C CDC Covid boosters: Agency gives final OK to administer Covid vaccine booster shots to vulnerable Americans | C Beyond markets Why curbing methane emissions will help fight climate change | E How Reese Witherspoon Has Become The World’s Richest Actress | FO