August 09 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Get Ready for a Shift Away From U.S. Stocks | BR
Cash Is Flooding Into Short-Term Markets Like Never Before. Is That a Bad Sign? | W
Gold as an Inflation Hedge: What the Past 50 Years Teaches Us | W
KWEB: China’s regulatory crackdown creates value in parts of market | C
8 Stocks to Buy for a Return to the Office—When It Comes | BR
5 Infrastructure Stocks That Still Look Like Bargains | BR

Central banks
Rising Rents Pose Risks to the Fed’s Inflation Outlook | W

US I
Record Pace for Corporate Earnings Keeps Stocks Buoyant | W
Companies growing more cautious about delta variant, earnings calls show | C
Companies Thought They Had Plans for Fall. Now They Are Scrapping Them | W
The Pandemic Business Boom | The Atlantic

US II
There are about 1 million more job openings than people looking for work | C
Mandating vaccines amid a worker shortage could spell trouble for corporate America | NBC
Amid the Labor Shortage, Robots Step in to Make the French Fries | W

US III
Senate slog to pass infrastructure bill goes on over weekend | C
Infrastructure Bill’s Boost to Economy Is Likely to Be Limited | W
Biden’s Electric-Car Ambitions Face Real-World Roadblocks | W

China
China’s Attempts to Take the Stress Out of Schooling Sparks Its Own Angst | W

Industries & companies
Communications: Verizon, AT&T try to convince Americans they need 5G now | C
Consumer: Here’s a Consumer-Staples Stock That’s Diverse—and Cheap | BR
Consumer: Rising Covid Cases Could Help Clorox Stock Climb Higher. How to Play It. | BR
Energy: Buy Royal Dutch Shell Stock. It Offers Yield and Is Cheap. | BR
Financials: Berkshire Hathaway BRK earnings Q2 2021 | C
Tech: Apple can’t protect your privacy. But you can | LA Times
Tech: Deal Of The Century: How Michael Dell Turned His Declining PC Business Into A $40 Billion Windfall | FO
Tech: The chip shortage is a self-solving problem | E
 
Technology & digital currency
The promise of open-source intelligence | E
Why regulators should treat stablecoins like banks | E

Corporate finance
Companies and Families Are Loading Up on Debt. It Could Be a Dangerous Trend. | BR

Virus
U.S. is now averaging 100,000 new Covid infections a day | C
Scientists’ pandemic response could be even faster next time | E

Beyond markets
The Inside Story of How We Reported the Secret IRS Files | ProPublica
Invasive Insects and Plants Spread Northward | W