Be in the know. 20 key reads for Sunday…

  1. How A Texas Oil Billionaire Hit A Gusher In Hotels (forbes)
  2. Earnings Season to Test Stock-Market Rally (wsj)
  3. Is the S&P 500 Flashing a Spring Sell Signal? (kimblechartingsolutions)
  4. Dollar Tree, Walgreens CFOs Snap Up the Stocks (barrons)
  5. Nvidia’s Stock Reaches Crossroads At Key Fibonacci Price Level (kimblechartingsolutions)
  6. 18 Surprising Facts About the McLaren P1 Hypercar (robbreport)
  7. United States Non Farm Payrolls (tradingeconomics)
  8. Masters in Business: Ed Hyman (bloomberg)
  9. Buy Carnival Stock. Choppy Market Conditions Will Pass. (barrons)
  10. We “stepped on our own foot” in recent years, admits Alibaba chairman Joe Tsai (technode)
  11. Biogen, Moderna, and 6 More Healthcare Stocks That Wall Street Thinks Have Upside (barrons)
  12. Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons)
  13. Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. (barrons)
  14. How Ozempic and Wegovy Could Break the Healthcare System (barrons)
  15. Stock Market Will Feel a Tremor if Payrolls and Inflation Keep Rising (barrons)
  16. Krispy Kreme Stock Jumps on Upgrade. McDonald’s Deal Could Boost Earnings. (barrons)
  17. The World’s First Flying Motorcycle Could Hit the Skies by the End of the Decade (robbreport)
  18. Inside Italy’s Grand Hotel Villa Serbelloni, The Ultimate Lake Como Retreat (maxim)
  19. This Revived Lamborghini Countach Channels Classic Wedge-Shaped Supercar (maxim)
  20. Alibaba to test rocket package delivery service with China’s startup Space Epoch (technode)

Be in the know. 7 key reads for Saturday…

  1. 33 Undervalued Stocks (morningstar)
  2. Happy Coca-Cola Dividend Day Warren Buffett (DGI)
  3. Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730) (Tim Ferriss)
  4. Yielding Almost 5%, This Undervalued Dividend Stock Is a Buy (morningstar)
  5. The Long View. Rising Fed chatter is not making life in markets easy (ft)
  6. The 100 Best Restaurants in New York City in 2024 (nytimes)
  7. Supercar Blondie Is Going Into the Auction Business (barrons)

Be in the know. 20 key reads for Friday…

  1. USA – Automotive Sales Volume, 2024 (marketlines)
  2. S Added 303,000 Jobs in March, Surging Past Estimates (bloomberg)
  3. Chinese fintech Ant Group targets global growth after Jack Ma’s exit (ft)
  4. Services PMI Beats, Biden & Xi Discuss The San Francisco Vision (chinalastnight)
  5. Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management (Norges Bank)
  6. Disney to crack down on password-sharing after CEO Bob Iger wins board fight (nypost)
  7. Europe’s Biggest Asset Manager Is Looking to Buy Dips After Missing Out on Stocks Rally (bloomberg)
  8. Fixing Boeing’s Broken Culture Starts With a New Plane (bloomberg)
  9. Four Seasons’ New Yacht Cruises Come With Record-High Price Tags (bloomberg)
  10. Fed on Track to Cut in June, Morgan Stanley’s Zentner Says (bloomberg)
  11. Biden Tells Netanyahu US Support Hinges on Protecting Civilians (bloomberg)
  12. Earnings Season Is Coming. What Markets Need Now. (barrons)
  13. Nvidia’s stall means the momentum trade has lost its mojo. (marketwatch)
  14. Yellen Is Back in China. What She Could Actually Accomplish. (barrons)
  15. Intel expects to be the world’s second-largest contract chip producer by 2030, trailing only TSMC. (barrons)
  16. Stocks Drop After Fed Officials Cast Doubt on Rate Cuts (wsj)
  17. The Underrated iPhone App That Makes Everyday Tasks Easier (wsj)
  18. Fed’s Kashkari raises prospect of zero rate cuts — but Goldman says that would be ‘very surprising’ (cnbc)
  19. Ford to “Re-Time” New EV Production, Expand Hybrid Production (mishtalk)
  20. The Big Read. Will Xi’s manufacturing plan be enough to rescue China’s economy? (ft)

Be in the know. 15 key reads for Thursday…

  1. Ford U.S. EV Sales Almost Doubled In Q1 2024 To Over 20,000 (insideEVs)
  2. Disney defeats activist investor Nelson Peltz in proxy fight (finance.yahoo)
  3. Hunt for Disney CEO Bob Iger’s successor kicks into high gear (reuters)
  4. Google considers charging for AI-powered search in big change to business model (ft)
  5. Powell says Fed’s inflation fight is ‘not done’ (ft)
  6. Alibaba steps up stock buy-back in Hong Kong, New York to boost returns (scmp)
  7. Dollar dips, yen steady after inching near 152 level (streetinsider)
  8. Apple Explores Home Robotics as Potential ‘Next Big Thing’ (bloomberg)
  9. BOJ Is Likely to Wait Until Fall on Next Hike, Ex-Board Member Says (bloomberg)
  10. Citigroup Sees ‘Exciting Market’ for Japan Bonds After BOJ Move (bloomberg)
  11. Why stocks will stay under pressure until tax day on April 15 (businessinsider)
  12. The stock market could face a near-term correction of as much as 12% before continuing its bull rally this summer, BofA says (businessinsider)
  13. Google Is More Resilient Than Its AI Stumbles Imply (wsj)
  14. The Jobs Numbers Aren’t Adding Up. Immigration Helps Explain Why. (wsj)
  15. Why the Stock Market Has Dropped—and What to Do Now (barrons)

Be in the know. 14 key reads for Wednesday…

  1. ‘Everyone hates the market’: Ray Dalio says time is right to buy Chinese stocks (scmp)
  2. UK FTSE 100 Eyes Record-High Close for First Time in a Year (bloomberg)
  3. Persistent Inflation Demands a Slow Approach to Rate Cuts, Cleveland Fed’s Mester Says (barrons)
  4. Traders flock to weather derivatives amid climate fears (fnlondon)
  5. Daly says there’s ‘no urgency’ for the Fed to cut U.S. interest rates (marketwatch)
  6. GM’s new-car prices to remain under pressure, and incentives will continue to rise, analyst says (marketwatch)
  7. Opinion: Intel can beat AMD and Qualcomm in the race to put AI on your PC — except for this problem (marketwatch)
  8. TSMC Evacuates Production Lines After Major Taiwan Quake (bloomberg)
  9. Disney versus Nelson Peltz vote hinges on Vanguard, State Street, institutional investors (cnbc)
  10. Billionaire investor Ray Dalio explains why he’s still investing in China despite a ‘100-year storm’ looming (businessinsider) He says the best time to buy Chinese stocks is when they’re cheap and “everyone hates the market.”
  11. Is China’s Economy Finally Bottoming Out? (wsj)
  12. Alibaba Repurchased $4.8 Billion of Shares in March Quarter (wsj) Alibaba said it has $31.9 billion available as of March 31 under its buyback program, through the next three fiscal years ending March 2027.
  13. Dollar dips while jawboning supports yen (streetinsider)
  14. Alibaba Joins Tencent’s Buyback Bonanza (chinalastnight)

Be in the know. 15 key reads for Tuesday…

  1. 3M Spinoff Solventum Closed Higher. What Happens Next. (barrons)
  2. China’s Recovery Picks Up as Stimulus Measures Sink In (wsj)
  3. PayPal’s stock has been a major laggard. Here’s what could get it going. (marketwatch)
  4. Health Insurers Tumble On Medicare Advantage Rates (investors)
  5. Investors Are Unwinding the ‘Buy India, Sell China’ Stocks Trade (bloomberg)
  6. Disney’s Proxy Fight Enters Final Round. What’s at Stake. (barrons)
  7. Value Stocks Are Down but Not Out. Get Ready for a Comeback. (barrons)
  8. Wall Street is warming to value stocks. Here’s why investors should consider them. (marketwatch)
  9. Alphabet Stock Is in Line for Record Close. Google Is Erasing Private Browsing Data. (barrons)
  10. The bullish case for this asset class is building, and big investors are AWOL (marketwatch)
  11. Xi’s Cryptic Bond Comments Hint at PBOC Becoming More Like Fed (bloomberg)
  12. Chinese Stocks Jump in Hong Kong as Economic Optimism Builds (bloomberg)
  13. Japan Intervention Would Target Five-Yen Rally, Strategists Say (bloomberg)
  14. This Disney War Has Already Paid Off (wsj)
  15. PMIs Rebound, BYD Reports Strong Sales (chinalastnight)

Be in the know. 10 key reads for Monday…

  1. Dividend Stocks Made a Comeback in March (barrons)
  2. He Turned 55. Then He Started the World’s Most Important Company. (wsj)
  3. The overall PCE price index was in line with expectations (wsj)
  4. New Blood Thinners Will Prevent Blood Clots Without Causing Bleeding (wsj)
  5. Inside the deals being cut by lenders to stave off commercial real estate calamity (businessinsider)
  6. Malls were a dirty word in commercial real estate. Now retail is a bright spot. (marketwatch)
  7. Hedge Funds Bet on Europe in Hunt for Next Leg of Stock Rally (bloomberg)
  8. What’s the point of private members’ clubs? (ft)
  9. “I’m Always Stoked To Return to the Unknown”: Anthony Van Engelen on His New Vans AVE 2.0, the Evolution of Skate Footwear and More (hypebeast)
  10. A hidden meaning in the Vans logo is blowing people’s minds (indy100)

Be in the know. 12 key reads for Easter…

  1. Inflation Progress Stalls, Fed’s Preferred Gauge Shows (barrons)
  2. Powell Reiterates Fed Doesn’t Need to Be In Hurry to Cut Rates (bloomberg)
  3. Fed chair Powell expects US inflation to keep cooling in coming months (ft)
  4. Bernie Sanders Demands Cheaper Ozempic (futurism)
  5. Ozempic Is Being Sold for Hundreds of Times What It Costs to Make (futurism)
  6. 10 Undervalued Wide-Moat Stocks (morningstar)
  7. 5 Cheap Sustainable Stocks With Moats (morningstar)
  8. Charlie Silk’s 150-Bagger (Peter Lynch)
  9. AliExpress to sponsor Euro 2024, urges merchants to prepare well amid surging traffic (technode)
  10. Amazon scrambles for its place in the AI race (theverge)
  11. Lots More on the Parabolic Surge in Cocoa Prices (bloomberg)
  12. M2 update—still looking good (scottgrannis)

Be in the know. 8 key reads for Saturday…

  1. Dollar Rally Is On Borrowed Time As US Disinflation Lags World (zerohedge)
  2. In Historic Reversal, US To Restart A Shut Down Nuclear Power Plant For The First Time Ever (zerohedge)
  3. Estée Lauder (EL) climbs as BofA upgrades to Buy on profit recovery expectations (streetinsider)
  4. Semtech (SMTC) climbs as Q4 revenue and guidance surpass expectations (streetinsider)
  5. 6 Highest Yielding Dividend Aristocrats Are Huge April Bargains (24/7WallStreet)
  6. China’s Xi plays salesman-in-chief in meeting with US CEOs (ft)
  7. Explore James Bond’s Most Iconic Destinations In New Coffee Table Book (maxim)
  8. Robert Cialdini: Influence (TIP)

Be in the know. 15 key reads for Good Friday…

  1. Citi Strategists Downgrade US Tech Stocks as Rally to Broaden (bloomberg)
  2. Fortune Favors Early Movers in America’s Property Crunch (wsj)
  3. Key Fed inflation gauge rose 2.8% annually in February, as expected (cnbc)
  4. Buy a Krispy Kreme at McDonald’s. It’s the New Super Breakfast Deal. (barrons)
  5. These housing markets are cooling as nearly a third of home listings cut their asking prices. Home sellers ‘misjudged the market,’ economist says. (marketwatch)
  6. Cash to Shareholders Is a Benefit, as Long as You Watch the Debt (barrons)
  7. Toyota Has Become an Anti-Tesla. It’s Paying Off. (barrons)
  8. Disney’s Proxy Fight With Nelson Peltz Heads Into the Final Round. What’s at Stake. (barrons)
  9. America Made a Huge Bet on Sports Gambling. The Backlash Is Here. (wsj)
  10. China to Lift Tariffs on Australian Wine, as Frosty Relations Thaw (wsj)
  11. Home Depot Buys Roofing Distributor in Deal Valued at $18 Billion Including Debt (wsj)
  12. What Cary Grant Told Me About Getting Dressed. I’ve Never Forgotten It. (wsj)
  13. Japan Forex Chief Calls Yen’s Slump Unusual, Vows to Act if Needed (bloomberg)
  14. The Good, the Bad and the Robotic: Reviewing the $345,000 McLaren 750S Spider (bloomberg)
  15. Huawei’s profit doubled in 2023 as smartphone, autos business picked up (cnbc)