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
