- Warren Buffett proves, once again, why he’s the best (marketwatch)
- Warren Buffett, Mum So Far on the Trade War, Steps Up to the Mic (wsj)
- 10 Burning Questions for Warren Buffett at the Annual Berkshire Meeting (barrons)
- Cooper Standard Reports Robust Operating Performance and Significant Margin Improvement in the First Quarter of 2025 (investing)
- Ford’s April sales, led by pickups, surged 16% ahead of tariffs (usatoday)
- Inside Ford’s Kentucky Truck Plant, It’s About as American as Can Be (barrons)
- General Motors to deploy ‘Covid playbook’ to offset $5bn tariff hit (ft)
- Chinese EV makers sell more plugin-hybrids in the EU to avoid tariffs, research firm says (reuters)
- China Signals Readiness to Respond to U.S. Trade Overtures (wsj)
- China Says Its ‘Door Is Wide Open’ for Trade Talks. What It Means for the Market. (barrons)
- China Quietly Exempts About a Quarter of US Imports from Tariffs (bloomberg)
- Hong Kong’s Growth Unexpectedly Picks Up on Tourism, Export Boom (bloomberg)
- Alibaba launches Taobao fast-delivery service ahead of time to challenge JD.com, Meituan (scmp)
- Emerging-Market Stocks Roar Back a Month After Tariff Shock (bloomberg)
- EU Could Offer to Buy $56 Billion of U.S. Products to End Trade War, Top Negotiator Says (wsj)
- Venmo gaining ground in payments as Cash App struggles (cnbc)
- Etsy is leveraging AI to boost personalization (yahoo)
- Baxter tops quarterly estimates on strong demand for medical devices (reuters)
- Trump Plans Record $1.01 Trillion National Security Budget (bloomberg)
- Amazon Shares Drop on Tariff Concerns Despite Strong Quarter (wsj)
- Why the dollar doom is overdone (ft)
- Investing Pros Haven’t Been This Worried About the Stock Market in at Least 28 Years, Our Exclusive Poll Finds (barrons)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 289
Hedge Fund Tips with Tom Hayes – Podcast – Episode 289
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Indicator of the Day (video): Elliot Wave Pattern Theory
Quote of the Day…
Be in the know. 26 key reads for Thursday…
- Chinese Stocks Look Like an Opportunity Amid Trump’s Tariff Chaos (barrons)
- China signals opening for trade talks with US (ft)
- US Has Reached Out to China to Initiate Tariff Talks, CCTV Says (bloomberg)
- Alibaba’s Qwen3 AI model family helps narrow tech gap between China and US: analysts (scmp)
- Goldman’s First-Take On Alibaba’s Hybrid Qwen3 Model (zerohedge)
- Chinese Automakers Report Robust Sales Growth in April (wsj)
- How the New Trump Tariffs on Car Parts Will Work (wsj)
- A Small, Affordable Pickup Truck? It’s Finally Here (wsj)
- Ford to Delay Price Increases to See How Rivals React to Tariffs (bloomberg)
- Home Builders Are Piling on Discounts as They Struggle to Entice Buyers (wsj)
- America’s housing crisis: Realtor.com CEO says there is way to solve it (foxbusiness)
- US Pending Sales of Existing Homes Increase by Most Since 2023 (bloomberg)
- US Treasury chief urges Fed to cut rates (reuters)
- U.S. Treasury Won’t Boost Bond Sizes for Refunding, Signals Changes to Buybacks (barrons)
- Small-Cap Stocks Have Suffered. It’s Time to Be Cautiously Optimistic. (barrons)
- EU to Present Trade Proposals to US Negotiators Next Week (bloomberg)
- Millions of people in Europe lost power for hours on Monday, and no one knows why (marketwatch)
- Biggest Dollar Slump Since 2022 Hints at More Losses Ahead (bloomberg)
- U.S. Economy Shrank in First Quarter as Imports Surged Ahead of Tariffs (wsj)
- E-Commerce Sellers Brace for End of De Minimis (wsj)
- The 10 Best Companies to Invest in Now (morningstar)
- Estée Lauder Forecasts Return to Sales Growth in 2026 (bloomberg)
- Albemarle maintains 2025 outlook due to lithium tariff exemptions (reuters)
- Baxter shares rise as Q1 earnings top estimates, guidance raised (investing)
- Crown Castle Reports First Quarter 2025 Results and Maintains Outlook for Full Year 2025 (investing)
- Comstock Resources beats Q1 estimates, stock rises 3.5% (investing)
“In Leaders We Trust” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Thursday, I joined Liz Claman on Fox Business “Claman Countdown” to discuss markets, the Fed, trade, PayPal, and Boeing. Thanks to Liz, Brooke Haliscak, and Jake Mack for having me on:
Continue reading ““In Leaders We Trust” Stock Market (and Sentiment Results)…”