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BofA investment chief reveals his 2nd-half playbook: Buy dips in bonds, and sell stocks after the first rate cut (businessinsider )
How Billionaires Bought 70% of Detroit’s Offices and Transformed the City (bloomberg )
Ed Yardeni: We’re still in the early stages of a bull market (cnbc )
Retail Earnings Season Is Done. Here Are 5 Big Takeaways. (barrons )
China Caixin PMI Signals Faster Manufacturing Growth in Contrast to Official Gauge (wsj )
Joe Tsai on Why Alibaba is All In on AI (alizila )
<Research>BABA-SW Forecasts to Finish Dual Primary Listing at End-Aug; M Stanley Expects Southbound Inclusion in Sep Soonest (aastocks )
China Needs Much More Central Government Debt, Key Adviser Says (bloomberg )
OPEC+ Agrees to Extend Production Cuts in Bid to Boost Oil Prices (wsj )
The U.S. Gave Chip Makers Billions. Now Comes the Hard Part. (wsj )
Hong Kong stocks rally lead by Alibaba, Tencent after factory index surges (scmp )
The Market Is Packed with ‘Pain Trades.’ How to Avoid Getting Hurt. (barrons )
BofA Says Drop in US Tech Could Be Next Pain Trade for Equities (bloomberg )
Corporations Learned The Maximum Amount They Can Charge For a Product (bloomberg )
Lots More on the Troubled NYC Office Buildings Everyone’s Talking About (bloomberg )
The Big Read. The transformative potential of computerised brain implants (ft )
How the US Electricity Grid Squeezes Out Nuclear Power (bloomberg )
How Online Sports Bettors Actually Make Their Money (bloomberg )
Introduction to Probability and Statistics (mit )
Using anecdotes to predict recessions (npr )
Will Siri Become More Like ChatGPT? All Eyes on Apple’s WWDC (cnet )
14 Free Online Tools You Should Know About (gizmodo )
10 best Alfred Hitchcock movies, ranked (digitaltrends )
How Does the European Union Work? (cfr )
Don’t Believe the AI Hype (project-syndicate )
From Mille Miglia to Mexico, these Ferraris battled with motorsport’s best (classicdriver )
Rockefeller’s Giant Lives On. Energy Industry Mergers Are Resurrecting Standard Oil. (barrons )
Stocks are up but investor behavior is ‘fragile.’ Is the bull market still in its early stages? (marketwatch )
Mnuchin Chases Wall Street Glory With His War Chest of Foreign Money (bloomberg )
China Ramps Up Warning On Bond-Buying Frenzy With PBOC Selling in Focus (zerohedge )
Intel Betting on AI Well Beyond Data Centers (wsj )
Alibaba signs David Beckham as AliExpress global ambassador (technode )
Companies Counter Pushback on Price Increases With Promotions (nytimes )
Masters in Business: Jeffrey Sherman (bloomberg )
How Rage, Boredom and WallStreetBets Created a New Generation of Young American Traders (bloomberg )
Inside Kevin Costner’s $38 Million Horizon Gamble (gq )
S&P Downgrades France Credit Rating to AA- (tradingeconomics )
June Better in Election Years: Average Gains Range from 0.9% DJIA to 1.9% NASDAQ (almanactrader )
Let there be gamma (ft )
Dr Pepper Ties Pepsi as America’s No. 2 Soda (wsj )
We Drove a Trio of Classic Ferraris, and Now They’re up for Grabs (robbreport )
The 5 Most Exciting New Restaurant Openings of May (robbreport )
Carl Icahn reportedly owns sizable stake in Caesars, sending shares soaring (nypost )
VF Corp. Is Hiring Former Lululemon Product Chief. Analysts Are Upbeat. (barrons )
Boeing Executives Unlikely to Be Charged for 737 Max Crashes (bloomberg )
Disney Is Banking On Sequels to Help Get Pixar Back on Track (bloomberg )
Why you should buy the dip in stocks before next week’s jobs report, Fundstrat says (businessinsider )
Nvidia Stock Falls. What Dell’s Earnings Mean for the Chip Maker. (barrons )
The Chips Act Is Working. Why a Big Investor Is Bullish on U.S. Production. (barrons )
Nike Stock Is at a Crucial Moment. A Comeback Hangs in the Balance. (barrons )
Where to Find 7% Yields on Preferred Stock (barrons )
Don’t fear the PCE. The recent market dip leaves stocks more likely to rally in coming days (marketwatch )
Buybacks Reach $201 Billion, a Record for May, Data Show (bloomberg )
Our U.S. summer natural gas consumption forecast for electric power matches 2023 record (eia )
VF Corporation Appoints Sun Choe (from lululemon) as Global Brand President, Vans® (vfc )
The FAA Has a Boeing Update. It’s Good News. (barrons )
New York Fed’s Williams Sees 2% Inflation in 2025, Soft Landing Ahead (barrons )
Nvidia Stock Drops. CEO Jensen Huang Heads to Taiwan. (barrons )
US Is Slowing AI Chip Exports to Middle East by Nvidia, AMD (bloomberg )
What’s a Carry Trade Again? And When Is It Not a Moneymaker? (bloomberg )
What Are Block Trades? Why Are They in the Spotlight? (bloomberg )
Tokyo Inflation Picks Up, Keeping BOJ on Track for Rate Hike (bloomberg )
Warning Signals Are Flashing for Homeowners in Texas and Florida (bloomberg )
US Malls Avoid Death Spiral With Help of Japanese Video Arcades (bloomberg )
SpaceX Weighs Plan to Sell Shares at $200 Billion Valuation (bloomberg )
3 signs the housing market’s affordability recession is finally ending (businessinsider )
Ads will help Amazon’s retail margins hit new highs: BofA (streetinsider )
10 Life Lessons From Warren Buffett Everyone in Their 20s Should Hear (247wallst )
Warren Buffett Says He Knows In ‘5 Minutes’ If An Investment Is Worth It (yahoo )
Alibaba e-commerce unit’s latest executive reshuffle sees veterans retire as younger leaders take over (scmp )
Semiconductor International Corporation Rallies on 3 Nanometer Chip News (chinalastnight )
BABA-SW Plans to Pay Div. for FY24 in Jul (aastocks )
PayPal’s stock packs nearly 50% upside, a renewed bull says. Here’s why. (marketwatch )
‘Father of emerging markets’ Mark Mobius turns bullish on China stock as property measures restore confidence (scmp )
Container throughput at China’s ports up 9 pct in January-April (cn )
IMF ups China’s 2024 GDP growth forecast to 5 pct (cn )
The Rise in Consumers’ Late Debt Payments Is Slowing Down (wsj )
This Record Stock Market Is Riding on Questionable AI Assumptions (wsj )
You Can Thank Private Equity for That Enormous Doctor’s Bill (wsj )
Money Supply Rose for the First Time in More Than a Year. What That Signals for the Economy. (barrons )
Warren Buffett Is a Big Fan of Shareholder Equity. 10 Companies With the Most. (barrons )
The S&P 500 may be overbought, but most of its stocks are not (marketwatch )
Blackstone executive says commercial real estate is bottoming (marketwatch )
The South Park jinx could be coming for high-flying weight-loss stocks (businessinsider )
US Pending Home Sales Plunged To Record Lows In April As Rates Rose (zerohedge )
Richard Li States Strong Confidence in HK Economy (aastocks )
High Interest Rates Are Working, Fed’s Williams Says (bloomberg )
Fed’s Williams expects inflation to cool in the second half of the year (marketwatch )
Alibaba expands AI portfolio with US$27 million start-up investment (scmp )
Why This Legendary Value Manager Likes Alphabet and Citigroup Stock (barrons )
Fed Rate Cuts Are Coming. Get Ready for the Stock Market’s Next Phase. (barrons )
Cruise Stocks Are Steaming Ahead. It Isn’t Too Late to Jump Aboard. (barrons )
Chewy Stock Gains After Earnings. Autoship Sales Are Strong. (barrons )
Hedge funds sell out of U.S. cyclical stocks at fastest rate this year (marketwatch )
Activist Investor Irenic Builds Stake in Forward Air (wsj )
Consumer confidence rebounds for first time in 3 months (finance.yahoo )
Yen May Ironically Get Help From The Fed Of All Places (zerohedge )
A ‘robust’ earnings outlook is driving further optimism for stocks in 2024 (finance.yahoo )
IMF raises China growth forecast but warns on industrial policy (ft )
In China’s Tech Sphere, Everything Eventually Descends Into a Price War (bloomberg )
ECB member says rates to ease ‘gradually,’ as market awaits June cut (cnbc )
How China Pulled So Far Ahead on Industrial Policy (nytimes )
PayPal Is Planning an Ad Business Using Data on Its Millions of Shoppers (wsj )
China, Hong Kong stock markets are back in favour with global investors, HKEX CEO Bonnie Chan says (scmp )
CPC leadership reviews measures to further energize central region, provisions to defuse financial risks (cn )
China’s Xi Pledges to Make Youth Employment a Top Priority (bloomberg )
U.S. consumer confidence rebounds in May after three months of decline (marketwatch )
Home prices reach new high in March, Case-Shiller says, fueled by scarcity (marketwatch )
This Wall Street Shake-Up Will Put Money in Your Hands Faster (barrons )
UBS leapfrogs UBS with new S&P 500 price target (marketwatch )
Apple iPhone Shipments In China Rebound 52%, Market Share Loss To Huawei May Be Stabilizing (zerohedge )
7 Biases That Can Cloud Investors’ Judgment About Finances (barrons )
New Rules for Buying a Home Are Coming. A Guide to Getting the Best Deal. (barrons )
China Raises $48 Billion for Semiconductor Fund to Bolster Chip-Making Capabilities (wsj )
Hate Chatbots? You Aren’t the Only One (wsj )
How to Have a Great Vacation: What Science Tells Us (wsj )
Bullish Investors Are Piling Into Stock and Bond Funds (wsj )
Bankruptcies Have Left More Stores Vacant, but the Space Doesn’t Sit Empty for Long (wsj )
AI Is Driving ‘the Next Industrial Revolution.’ Wall Street Is Cashing In. (wsj )
San Francisco’s Hot Tourist Attraction: Driverless Cars (nytimes )
The small town life beckons for many as Americans continue to flee big cities (usatoday )
Hedge Funds Split Over Stocks’ Move From Here (zerohedge )
Guangzhou Follows Shanghai Real Estate Policy (chinalastnight )
Western businesses backtrack on their Russia exit plans (ft )
What’s Andy Jassy’s Best Business Advantage? A Positive Attitude (inc )
Alibaba News Roundup: Alibaba Raises $4.5B Via Convertible Bonds; Alibaba Cloud Partners with Olympic Broadcasting Services (alizila )
Alibaba Cloud Expands Data Center Network and Global Gen AI Offerings (alizila )
Explore our latest Top 100 Courses in the World ranking (golf )
How the world’s best memorizers remember things (fastcompany )
The Curse is Broken, Charles Leclerc Wins the Monaco Grand Prix (roadandtrack )
I analyzed 1,353 shots from Scottie Scheffler’s historic streak—these are the secrets to his success (golfdigest )
The Best Cars That Still Offer a Manual Transmission in 2024, Ranked (roadandtrack )
Google Set to Make Its Largest Acquisition Ever, Threatening Microsoft (gizmodo )
For AI to Deliver on Its Promises, People Need to Trust It (cnet )
Google scrambles to manually remove weird AI answers in search (theverge )
5 best Netflix comedy movies you should watch on Memorial Day (digitaltrends )
Darshan Shah’s KPIs for Healthy Aging (ypo )
With AI, anyone can be a coder now (ted )
An activist investor on challenging the status quo (ted )
How Red Lobster got cooked and other indicators (npr )
How Horsepower Works (howstuffworks )
Spy Slang: 24 Top Secret Terms You Should Know (mentalfloss )
The Origins of All 32 NHL Team Names (mentalfloss )
Nuclear Energy’s Bottom Line (theatlantic )
The Man Who Moves Markets (theatlantic )
Don’t Believe the AI Hype (project-syndicate )
Why the US Can’t Win the Trade War With China (project-syndicate )
Surfing the American Dream (slate )
Something Just Flipped in the Credit Market for the First Time Since 2020 (bloomberg )
4 Predictions for What Happens If TikTok Gets Banned in the U.S., According to a Harvard Business School Professor (inc )
Here are the companies OpenAI has made deals with to train ChatGPT (fastcompany )
The Hidden Driver of Soaring Home Insurance Costs (wsj )
US equity funds see massive weekly inflows on rate cut expectations (reuters )
Weekly Leading Economic Index (advisorperspectives )
Banks don’t want to inspect your home office, so they’re forcing hundreds of employees to come in five days a week (fortune )
Could drugs like Ozempic and Wegovy help people live longer? Some experts see them as potential longevity pills (fortune )
Can the rich world escape its baby crisis? (economist )
AI tutors are quietly changing how kids in the US study, and the leading apps are from China (techcrunch )
‘Luck is what happens when preparation meets opportunity.’ (psyche )
The ECB May Beat the Fed to Cutting Rates. Here Are the Risks. (barrons )
Cancer Biotech Stocks Are on the Move Ahead of a Big Event. What to Know. (barrons )
Warner Bros. Discovery Exec Bought Up the ‘Undervalued’ Stock (barrons )
In early May, Stellantis unveiled the new sales program for dealers, which provides cash awards for hitting aggressive monthly targets. (wsj )
Bearish Trades Crater Fast in Wall Street’s High-Momentum Rally (bloomberg )
Nvidia ‘seems bubbly’ because it won’t be able to maintain its dominant market share, investing legend Rob Arnott says (businessinsider )
‘‘I told the guy that if he reads Security Analysis [by Benjamin Graham and David Dodd] and The Intelligent Investor [by Benjamin Graham] and then reads all of Warren Buffett’s annual reports, and if he really understands what they were saying, he will know everything there is to know about investing.’’ (Bill Miller )
Benetti Superyachts Are Favored by Everyone From Jay-Z To James Bond (maxim )
How The Ferrari 250 GTO Became The World’s Most Valuable Production Car (maxim )
This N.Y.C. Steakhouse Is America’s Best, According To Meaty New Rankings (maxim )
