Category: What I’m Reading Today

Be in the know. 20 key reads for Monday…

  1. Yen Rebounds Strongly After First Slide Past 160 Since 1990 (bloomberg)
  2. Hong Kong stock index closes near bull market territory on earnings optimism (scmp)
  3. Japan Intervenes After Yen Slides Against the Dollar (wsj)
  4. The Fed Won’t Cut Rates This Week. Focus on Balance Sheet Plans. (barrons)
  5. Cooper Standard Named a 2023 Supplier of the Year by General Motors (cooperstandard)
  6. Air Conditioning and AI Are Demanding More of the World’s Power—Renewables Can’t Keep Up (wsj)
  7. Alibaba’s Dingtalk Launches AI Agent Marketplace, Upgrades AI Assistant (alizila)
  8. The Resort at Paws Up Is the Best Dude Ranch to Live Like a ‘Yellowstone’ Dutton (mensjournal)
  9. Padre-Figlia combines every father’s two loves: his daughter and his Ferrari! (classicdriver)
  10. Warming Up with Brooks Koepka (youtube)
  11. M2 still points to lower inflation (scottgrannis)
  12. Inside the China-US Competition for AI Experts (bloomberg)
  13. The Scholar of Comedy (newyorker)
  14. Tesla’s Musk Gets Self-Driving Approval in China (barrons)
  15. Market needs to be ‘disabused’ of the expectation for two rate cuts this year, says Ed Yardeni (cnbc)
  16. Chengdu scraps home purchase qualifications to support housing market (scmp)
  17. Boeing Looks to Sell Bonds After Reporting Cash Burn (bloomberg)
  18. Knight-Swift Is Hunting for Trucking Acquisitions (wsj)
  19. Wall Street Has Spent Billions Buying Homes. A Crackdown Is Looming. (wsj)
  20. What tech’s choppy action means for stocks this week, according to this 20-year analysis (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. May Almanac: Historically Poor in Election Years (AlmanacTrader)
  2. Even If the Fed Cuts, the Days of Ultralow Interest Rates Are Over (wsj)
  3. Forget Moonshots. Investors Want Profit Now. (wsj)
  4. She Owns Several Showstopping Cars. This Rare Ferrari Comes First. (wsj)
  5. Weekly Leading Economic Index (advisorperspectives)
  6. Boeing’s CEO search hits a roadblock—now an ‘insider/outsider’ who runs the planemaker’s biggest supplier is on the short list and near the top (fortune)
  7. Wall Street finds a back door into the AI stock boom as energy demand soars: utilities (fortune)
  8. Hennessey Performance Unveils 850-HP Cadillac Escalade-V (maxim)
  9. This Stunning St. Lucia Resort Is Straight Out Of A James Bond Movie (maxim)
  10. Alibaba Cloud brings AI video generator EMO to Tongyi Qianwen app (technode)

 

Be in the know. 20 key reads for Saturday…

  1. Emerging Market Bonds Are Catching Wall Street’s Eye. What the Attraction Is. (barrons)
  2. Buy Enphase Energy Stock, Analyst Says. It’s Only Up From Here. (barrons)
  3. Big Tech Is Spending Gazillions on AI. Earnings Offer a Peek. (barrons)
  4. Warren Buffett or Not, Berkshire Hathaway Stock Is Built to Last (barrons)
  5. Alphabet Closes Above $2 Trillion Market Cap for the First Time (barrons)
  6. How a Chicken Sandwich Shows a Hidden Power in the U.S. Economy (barrons)
  7. Kraft Heinz’s CEO Is a Health Nut. Can He Remake a Processed-Food Giant? (wsj)
  8. Jamie Dimon starts every morning reading five newspapers — guess which he peruses first (nypost)
  9. Florida real estate sellers slashing home prices as inventory surges to uncomfortable levels (nypost)
  10. The UK Market May Have Found Its Catalyst (bloomberg)
  11. Digital ad market is finally on the mend, bouncing back from the ‘dark days’ of 2022 (cnbc)
  12. Ed Yardeni on Long-Term Bull Market (mib)
  13. Intel CEO confident in its AI future after posting soft guidance (yahoo)
  14. Newell’s stock rallies on revenue beat as it boosts margins and carries out restructuring plan (marketwatch)
  15. S. natural gas-fired electricity generation consistently increased in 2022 and 2023 (eia)
  16. The Thrill Factor Is Back for Retail Investors (wsj)
  17. 2 Wide-Moat Stocks Trading at Rare Discounts (morningstar)
  18. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  19. Leon Cooperman, Hedge Fund Icon, Billionaire & Philanthropist (youtube)
  20. Why The Four Seasons Anguilla Is Among The Caribbean’s Best Beach Resorts (maxim)

Be in the know. 24 key reads for Friday…

  1. Treasury yields slip from 2024 highs even after Fed’s favored inflation report signals stalled progress (marketwatch)
  2. Ant Group adds 14 foreign payment apps in access boost for Hong Kong merchants (scmp)
  3. Hong Kong stocks hit 5-month peak after positive earnings surprises (scmp)
  4. Global funds build ‘significant exposure’ to Chinese stocks in mood shift: HSBC (scmp)
  5. Yellen confident U.S. inflation will continue to cool (marketwatch)
  6. Treasuries Gain as Traders Find Relief in Key Inflation Readings (bloomberg)
  7. High Borrowing Costs Have Some Democrats Urging Biden to Pressure the Fed (nytimes)
  8. Microsoft Cloud Strength Drives March-Quarter Beat (investors)
  9. How to Get a Meeting With the UAE’s $1.5 Trillion Man (bloomberg)
  10. Alphabet’s Market Value Poised to Overtake Nvidia’s (barrons)
  11. For Second City, Making People Laugh is a Serious Business (barrons)
  12. Google Sales Accelerate as Ad, Cloud Businesses Hold Up Amid Costly AI Push (wsj)
  13. Warren Buffett Built Berkshire. What Happens When He’s No Longer There? (barrons)
  14. ‘How Disney Built America’ Review: Mickey Mouse Mythology (wsj)
  15. Microsoft Earnings Jump on AI Demand (wsj)
  16. Pfizer Receives FDA Approval for Bleeding Disorder Treatment (barrons)
  17. This isn’t ‘some brink’ for the U.S. consumer despite concerning economic data, says TCW (marketwatch)
  18. After Friday’s inflation report, fed-funds futures show Fed rate cuts may begin in September (marketwatch)
  19. San Francisco Buyers Bring Its Luxury Housing Market Back to Life (wsj)
  20. The Dream of Fed Rate Cuts Is Slipping Away (wsj)
  21. Alphabet’s Revenue Jumps 15% to $80.5 Billion (nytimes)
  22. Billionaire ‘bond king’ Bill Gross tells investors to avoid tech and stick to value stocks (businessinsider)
  23. Consumer sentiment weakens in late April, University of Michigan survey says (marketwatch)
  24. EM Stocks on Track for Best Week Since July on US Tech Spillover (bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Hong Kong stocks advance as fund positioning shows investors returning to China (scmp)
  2. Charlie Munger Explained If You Want To Become Rich, Stop Trying To Be ‘Intelligent’ And Aim For ‘Not Stupid’ Instead (yahoo)
  3. Alphabet Earnings: Ads and AI Are the 2 Things to Watch (barrons)
  4. Intel Earnings Day Is Here. Better PC Demand Could Provide a Boost. (barrons)
  5. Durable-goods orders get boost from autos and planes, but most manufacturers tread water (marketwatch)
  6. S. GDP Growth Disappoints as Consumers Pull Back (barrons)
  7. Opinion: U.S. dollar — and its No. 1 status — could become a casualty of economic war (marketwatch)
  8. For Beaten-Down Maker of Alzheimer’s Drug, Good Enough Will Do (wsj)
  9. Meta’s License to Spend on AI Gets Checked (wsj)
  10. TSMC in race with Intel over who can make the world’s fastest chips (scmp)
  11. Hermes Sees China Sales Jump, Defying Luxury Slowdown (bloomberg)
  12. Bullish Boeing Analyst Says ‘Didn’t Expect Things To Start Falling Apart In Midair:’ ‘If They Get It Right, It’s An Incredible Opportunity’ (benzinga)
  13. Japan feels inflation heat from Fed’s ‘higher for longer’ shift (ft)
  14. David Einhorn Sees ‘Compelling Values’ in ‘Broken Market’ (institutionalinvestor)
  15. Comcast Earnings Top Estimates on a Rise in Peacock Subscribers (barrons)
  16. Royal Caribbean Earnings Tick All the Boxes. The Stock Is Sailing Higher. (barrons)
  17. What Meta’s results may mean for Nvidia (marketwatch)
  18. US Economy Slows and Inflation Jumps, Damping Soft-Landing Hopes (bloomberg)
  19. Why the AI Industry’s Thirst for New Data Centers Can’t Be Satisfied (wsj)
  20. Billionaire investor Howard Marks says AI’s impact doesn’t make it immune to a crash (businessinsider)

Be in the know. 15 key reads for Wednesday…

  1. Hong Kong’s Hang Seng hits 2024 high as traders warm to ‘un-investable’ China stocks (marketwatch)
  2. Expect Citigroup stock to double by the end of 2026, says Wells Fargo’s Mike Mayo (cnbc)
  3. Hong Kong stocks at five-month highs on corporate optimism as earnings pick up (scmp)
  4. Boeing reports better-than-feared quarter, says supply chain is stabilizing amid 737 Max crisis (cnbc)
  5. EV Woes Crushed This Lithium Stock. Now It Looks Ready to Rally. (barrons)
  6. (Leo Liu) emphasised that Alibaba Cloud would not do price cuts at a loss, describing it as positive behaviour with promising feedback from customers. (aastocks)
  7. Why China’s market slump is far from a crisis (ft)
  8. China Tells Brokers to Limit Exposure to ‘Snowball’ Derivatives (bloomberg)
  9. Tencent Shares Blow Past Magnificent Seven on China Tech Outlook (bloomberg)
  10. Durable-goods orders get boost from autos and planes, but most manufacturers tread water (marketwatch)
  11. “Bloomberg News is reporting that total Mainland China equity ETF buying by China’s sovereign wealth fund was at least $43 billion in Q1 2024 versus only $6.8 billion in the second half of 2023. The report does not touch on individual stock buying. Does this scenario sound familiar? Hopefully, Chinese stocks will follow the same path as Japanese stocks, i.e., higher!” (chinalastnight)
  12. JPMorgan CEO Dimon says US economy is booming (reuters)
  13. Biogen cost cuts drive profit beat, Alzheimer’s drug sales jump (yahoo)
  14. Florida’s Home Insurance Industry May Be Worse Than Anyone Realizes (bloomberg)
  15. Mercedes’ Electric G-Class Plays It Safe Amid Slacking EV Sales (bloomberg)

Be in the know. 25 key reads for Tuesday…

  1. Goldman Sachs says China stocks may rise by 40% on market reforms as UBS goes overweight on mainland, Hong Kong shares
  2. Hong Kong stocks surge most in 3 weeks as China’s support pledge lifts the mood (scmp)
  3. Citi Strategists Say Buy the Dip in Stocks on Solid Earnings (bloomberg)
  4. GM Raises Profit Outlook After Strong First-Quarter Earnings (wsj)
  5. Triumphant homeowners who spent millions on houses reveal how they took on squatters — and won (nypost)
  6. Billionaire’s new building to soar over Midtown for one very specific reason (nypost)
  7. JPMorgan warns stock market sell-off has ‘further to go’ (yahoo)
  8. PepsiCo’s first-quarter results beat as international demand drives growth (yahoo)
  9. How US shale keeps sheltering America from the next oil price surge (ft)
  10. Generative A.I. Arrives in the Gene Editing World of CRISPR (nytimes)
  11. Goldman’s Rubner Says the Pullback in US Stocks Is Not Over Yet (bloomberg)
  12. Apple’s China iPhone Sales Dive 19% in Worst Quarter Since 2020 (bloomberg)
  13. The UK Housing Market Has Turned a Corner (bloomberg)
  14. Google search boss warns employees of ‘new operating reality,’ urges them to speed up (cnbc)
  15. Goldman says we’re still in phase 1 of AI’s stock-market takeover. Here’s how they expect phases 2 through 4 to play out. (businessinsider)
  16. Goldman Sachs: These 30 stocks are primed to outperform in a strong economy since they’re investing heavily in future growth opportunities like artificial intelligence (businessinsider)
  17. Goldman Sachs: These 30 stocks are primed to outperform in a strong economy since they’re investing heavily in future growth opportunities like artificial intelligence (businessinsider)
  18. Goldman hasn’t given up on the stock-market rally, but is starting to get nervous (marketwatch)
  19. Why you shouldn’t be too quick to dump your stocks just yet (marketwatch)
  20. History says stock-market dips caused by geopolitical turmoil ‘should be bought, not sold’: BofA strategists (marketwatch)
  21. Boeing Slows Production of Its 787 Jet. Relax, It’s Not a Quality Problem. (barrons)
  22. Ford Doesn’t Have a Ferrari Division, but Ford Pro Could Be a Stock Catalyst (barrons)
  23. Ford Stock Soared Today for 1 Big Reason and 3 Smaller Ones (barrons)
  24. China Technology’s Outperformance vs. US Tech Since February Widens (chinalastnight)
  25. Big Tech Faces Earnings Test After Market Rout (wsj)

Be in the know. 12 key reads for Monday…

  1. Strategists Split on US Profit Outlook as Stocks Pull Back (bloomberg)
  2. Strong Earnings Will Give S&P 500 a Boost (bloomberg)
  3. Nike Shifts Course as Innovation Stalls and Rivals Gain Ground (wsj)
  4. The Golfer Who Can’t Stop Winning (wsj)
  5. Making a splash Top women’s golfer celebrates historic run with epic cannonball (nypost)
  6. How NYC’s reclusive retail kingpin sold billions in buildings to Gucci, Prada in mere days (nypost)
  7. Alphabet’s Cash Boom Is Raising Dividend Hopes on Wall Street (bloomberg)
  8. 5 reasons why the stock market’s multi-week sell-off will end soon, according to a Wall Street bull (businessinsider)
  9. Mega-cap tech earnings kick off this week. Here’s what Wall Street is looking out for. (businessinsider)
  10. Car dealers throw cold water on electric vehicles versus gas options: ‘I wouldn’t feel safe’ (foxbusiness)
  11. Hong Kong stocks soar after China’s market regulator support pledge (scmp)
  12. EU approves new antibiotic to tackle rise of superbugs (ft)

Be in the know. 25 key reads for Sunday…

  1. This chart shows why the stock-market rally should broaden out later this year (marketwatch)
  2. 30 Big Ideas from Seth Klarman’s Margin of Safety (Special Report) (niveshak)
  3. Belated March CPI analysis (scottgrannis)
  4. Higher Interest Rates Have Done Their Work. Start the Cuts. (barrons)
  5. S. natural gas trade will continue to grow with the startup of new LNG export projects (eis)
  6. House Passes Bill Banning TikTok Unless Chinese Owner Divests. Aid to Ukraine and Israel Is Approved. (barrons)
  7. Nvidia’s stock plunge leads ‘Magnificent Seven’ to historic weekly market-cap loss (marketwatch)
  8. Apple Has Been Left Behind in the AI Rally. Why It Might One Day Still Be the Big Winner (marketwatch)
  9. MasterCraft Boat, SentinelOne, and More Stocks See Action From Activist Investors (barrons)
  10. Alphabet, United Airlines, GE Vernova, and More Stocks Set to Climb (barrons)
  11. The Secret Retreats That Have CEOs, VIPs and Billionaires Jockeying for Invites (wsj)
  12. Wall Street Has Abandoned Wall Street (wsj)
  13. He Loves Speed, Hates Bureaucracy and Told Ferrari: Go Faster (wsj)
  14. These Home Sellers Are Done Waiting for the Fed to Lower Rates (wsj)
  15. Fed’s Preferred Inflation Gauge Is Set to Back Rate-Cut Patience (bloomberg)
  16. Tesla Cuts US Prices by $2,000 as Sales Slow, Inventories Swell (bloomberg)
  17. Reed Hastings shares the 3-word tactic that helped make Netflix a $240 billion company—it’s called ‘farming for dissent’ (cnbc)
  18. Report: Thanks to AI, China’s Data Centers Will Drink More Water Than All of South Korea by 2030 (futurism)
  19. Florida Is Not So Cheap Compared With New York These Days (bloomberg)
  20. Semiconductors (SMH) Could Be Rolling Over At Key Fibonacci Level, Says Joe Friday (kimblechartingsolutions)
  21. A contrarian take on the US inflation freakout (ft)
  22. A Legacy Structure Turns Cars Into Sculptures (forbes)
  23. Meet The Skydiving Billionaire With Sky-High Returns (forbes)
  24. 3 Easy Steps That Will Make You the Most Interesting Person in a Conversation (inc)
  25. T&C Hotel Awards 2024: The Best New Hotels on the Planet (townandcountrymag)