wiar 09-26-20

MFwebsite2020researchWhat I Am Reading

Sep 26 (Saturday)

YRI
Morning Briefing PDF
Daily Markets

Markets
Stock market today: Dow rallies more than 300 points on Friday as tech shares bounce, cutting losses for the week | C
Market volatility expected to continue in the week ahead with Presidential debate and jobs report | C
Here’s how stocks typically perform in October and why you may want to buckle up | MW
Amazon and these other Nasdaq 100 shares have seen September slumps | C

Currencies & commodities
The Vise Tightens on the Dollar by Stephen S. Roach | PS
Nervous about the market? Platinum may be better than gold | NN

Central banks
Fed Shot Its Own ‘Elephant Gun’ Before Buffett Got the Chance | B
ECB’s Lagarde Warns Against Withdrawing Fiscal Stimulus Too Soon | B

US
U.S. Housing Boom Threatened by Short Supply of Homes to Buy | B
‘We only want to start a home that we know will get paid for when it’s completed.’ KB Home CEO Jeffrey Mezger on his approach to the home-building boom | MW
California Wants Cars to Run on Electricity. It’s Going to Need a Much Bigger Grid | W

US politics
Coronavirus stimulus: Democrats prepare new relief bill | C
The Supreme Court may gut the Affordable Care Act. What’s next? | C
Trump Medicare cards: Not clear where funds will come from | C
Special Report: Will your mail ballot count in the U.S. presidential election? It may depend on who’s counting and where | R

Geopolitics & trade
China Is on a Building Binge, and the Global Economy Could Benefit | N
Beijing Frets Over Losing Control of TikTok as It Debates App’s Fate | W
Some 3,500 U.S. companies sue over Trump-imposed Chinese tariffs | R

Industries & companies
Aerospace: Boeing 737 Max will undergo FAA chief evaluation flight next week | C
FAANGs: Apple Suspends Commissions for Apps Offering Paid Online Events Due to Coronavirus | W
FAANGs: Apple Faces Prolonged $15 Billion Tax Battle as EU Appeals | W
FAANGs: Google to pause election ads after polls close on Election Day | C

Virus
There are four coronavirus vaccines in late-stage studies — here’s how they differ | MW
How South Korea Successfully Managed Coronavirus | W

Corporate finance
Palantir Expected to Be Valued at Nearly $22 Billion in Trading Debut | W
These companies are returning money to shareholders after cutting jobs | C

Offbeat
Plight of the ‘Physical Worker’: Worn-Out Bodies and Little Savings | N
Welcome to FinTok, Where Day Trading, Options Investing, and Misinformation Reign | II