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China Shares Lifted by Data. Expect More Gains. (barrons )
Meet the ‘Witch of Wall Street,’ a black-clad pioneering value investor who became the world’s richest woman—but is wrongly remembered as a cheapskate (fortune )
China kicks off the year on strong note as retail, industrial data tops expectations (cnbc )
Fed Rate Cuts Are on Hold. 3 Picks if They Come Sooner. (barrons )
Why Bank of Japan may shake up financial markets before Fed’s next interest-rate decision (marketwatch )
Inflation is NOT running hot (scottgrannis )
Apple Is in Talks to Let Google Gemini Power iPhone AI Features (bloomberg )
Fed rate cuts will be a tailwind for small caps, says Fundstrat’s Tom Lee (cnbc )
PayPal Stock Has Fallen Far Enough. It’s Time to Buy. (barrons )
A New Surge in Power Use Is Threatening U.S. Climate Goals (nytimes )
How China Could Swamp India’s Chip Ambitions (wsj )
The F-Bomb-Dropping Airline CEO About to Earn a $100 Million-Plus Bonus (wsj )
Dollar Stores Get Devalued as Low-Income Consumers Struggle (wsj )
A Big Disney Fight Isn’t Nelson Peltz’s Only Drama (wsj )
Suspense Builds for Fed as Growth Downshifts and Inflation Lingers (wsj )
Cisco stock still isn’t back to its 2000 high: Chart of the Week (yahoo )
Hertz CEO resigns after push to buy Tesla fleet backfires big time for company (foxbusiness )
Boeing bonds are still coveted by investors despite a rough 2024 for jet maker (marketwatch )
Steven Mnuchin’s interest in TikTok and NYCB echoes his pre-Trump investment playbook (marketwatch )
TikTok Bill’s Progress Slows in the Senate (nytimes )
S. stocks have beaten European equities but won’t for much longer, says JPMorgan (marketwatch )
The Fed’s Challenge: Has It Hit the Brakes Hard Enough? (wsj )
Markets capitulate to Fed on interest rates after months-long stand-off (ft )
US equity funds draw record inflow as investors bet on soft landing (ft )
‘Growth company with no growth’: Wells Fargo says Tesla stock could drop 23% in scathing downgrade (businessinsider )
It’s actually a good time to buy a new car (businessinsider )
The end of the Realtor monopoly (businessinsider )
Michelin Unveils 2024 List of Starred Restaurants in Hong Kong, Macau (bloomberg )
What Must Nelson Peltz Do to Get Some Respect? (nytimes )
10 Best Cheap Stocks to Buy Under $10 (morningstar )
Wall Street Doom Prophesy Falls Flat on Hottest Rally Since 2016 (bloomberg )
The Consumer Price Index Doesn’t Capture What’s Really Hurting Consumer Confidence (barrons )
Fast-Food Companies Could Be Heading Toward a Price War. Why McDonald’s Could Win (barrons )
How the Federal Reserve Could Throw Stocks for a Loop (barrons )
Masters in Business: Mark Wiedman (bloomberg )
remembering marcello gandini, italian car designer of lamborghini, ferrari, maserati and more (designboom )
Ex-Ford CEO warns of ‘real financial trouble’ for EV startups as adoption takes longer than expected (fortune )
Can Ferrari, the Winningest Team in F1 History, Get Back on Track? We Ask an Expert (robbreport )
Weekly Leading Economic Index (advisorperspectives )
Alexander Hamilton and the Birth of US Industrial Policy (bloomberg )
Who Will Be the Next James Bond? (townandcountrymag )
Scottie Scheffler defends Players Championship title with dominant Sunday charge (golf )
The End of Japan’s Negative Rates Will Be a Slow-Moving Tsunami (wsj )
Disney Board Seats for Nelson Peltz Are a Long Shot. He’s Winning Just the Same. (barrons )
Park Avenue landlords boast new leases after glowing Sixth Ave. report (nypost )
Dan Loeb Enters the Chip Wars (nytimes )
Florida Is Not So Cheap Compared With New York These Days (bloomberg )
Carbone Wants to Conquer the World With a Red Sauce Empire (bloomberg )
There’s Now a Fake Santorini in Abu Dhabi to Lure Luxury Travelers (bloomberg )
There’s really no need for the Fed to lower interest rates, says Ed Yardeni (cnbc )
Damo Academy plans to launch latest RISC-V chip this year as chip demand grows (scmp )
Good news is good news again in markets (ft )
Goldman Sachs raises US real GDP growth forecast (streetinsider )
TikTok’s Business, in Charts (wsj )
The Fed’s Challenge: Has It Hit the Brakes Hard Enough? (wsj )
How AI Is Sparking a Change in Power (barrons )
Investors Don’t Need to Sweat the Latest Boeing 737 Safety Incident. The Data Show Why. (barrons )
Dan Yergin Is Concerned About AI-Fueled Boom in Electricity Use (bloomberg )
The Everything Rally Comes to Derivatives Market (bloomberg )
Apple Without AI Looks More Like Coca-Cola Than High-Growth Tech (bloomberg )
America’s Office Fire Sale Has Barely Begun (wsj )
Berkshire Bought Back About $2.3 Billion in Stock (barrons )
The Big Read. The battle over TikTok (ft )
Barclays explains why S&P 500 keeps rallying despite hot CPI, PPI data (streetinsider )
Investors should buy cheap portfolio insurance now before stock market turns volatile, Goldman warns (marketwatch )
China’s Fiscal Stimulus Plan May Be Bigger Than It Appeared (bloomberg )
The Rough Years That Turned Gen Z Into America’s Most Disillusioned Voters (wsj )
Sorry Stock Bulls, the ‘Wall of Cash’ Isn’t All Headed Your Way (wsj )
UK Inflation Expectations Fall to Lowest Since BOE Hikes Began (bloomberg )
2024 Ford F-250: A Primitive, Powerful Beast of a Truck (wsj )
This Rare Ferrari Dino 246 Spider Is A Sought-After Tribute To Enzo’s Son (maxim )
The DNA of a Warren Buffett Company (morningstar )
Warren Buffett Minds the GAAP (wsj )
AMD Rally Looks More Fragile Than Nvidia’s as Traders Bid Up AI (bloomberg )
PayPal Stock Has Fallen Far Enough. It’s Time to Buy. (barrons )
Cockpit Mishap Seen as Likely Cause of Plunge on Latam Boeing 787 (wsj )
Nvidia led Phase 1 of the AI trade, these are the next three, says Goldman Sachs (marketwatch )
Disney’s Proxy War Is Getting Very Noisy. What Really Matters. (barrons )
Steven Mnuchin’s Bid for TikTok Isn’t as Strange as You Think (barrons )
Boeing’s problems don’t change the overall outlook for the commercial aerospace industry. Planes are in hot demand. (barrons )
Deals Are Coming Back. These 8 Companies Are Buyout Candidates. (barrons )
As War Rages On, the Stock Market Shrugs It Off. Will It Last? (barrons )
Dollar Store Stocks Tumbled. That Might Be a Buying Opportunity. (barrons )
Options trades to exceed stocks for first time since 2021 as $5 trillion in contracts come due Friday (marketwatch )
Real-estate prices have bottomed out and it’s now time to buy, Blackstone president says (marketwatch )
Nvidia is no longer Wall Street’s favorite stock. This company is. (marketwatch )
Private Equity Wants Your Credit Card Debt. And Car Loan. And Mortgage. (wsj )
Why That Hot Biotech IPO Could Be a Winner (wsj )
Fisker Preparing for Possible Bankruptcy Filing: Report (barrons )
Airfares Have Taken Off. Why They Might Not Drop Soon. (barrons )
Auto Insurance Prices Soared Last Month. Why They Finally Might Be Peaking. (barrons )
India Banned TikTok. Then Instagram and Other Copycats Took Off. (barrons )
Producer Price Data Will Be the Fed’s Last Look at Inflation Before Rate Decision (barrons )
Lennar Beats Forecasts as Incentives Boost New Orders (barrons )
‘I’m not sure we need 2% inflation’: How investors are absorbing Tuesday’s CPI report (marketwatch )
Inflation Remains Americans’ Top Concern Even as They Plan to Keep Spending (barrons )
Don’t Worry Over Apartment REITs. Some Can Still Raise the Rent. (barrons )
This is a long-term bull market, says Ed Yardeni (cnbc )
Chinese stocks are back in a bull market as investors buy into the nation’s economic rebuild (businessinsider )
3M (MMM) hikes first-quarter earnings forecast amid healthcare unit spin-off (streetinsider )
‘It’s just a fantasy’: Citadel CEO Ken Griffin says AI will not replace human fund managers (marketwatch )
China’s Biggest ETF Reaches $28 Billion on National Team Buying (bloomberg )
3M hires outsider Bill Brown as CEO, shares jump (foxbusiness )
The last mile of inflation hits another big bump in the road (marketwatch )
Illegal immigration is giving Fed more scope to let economy run hot, researchers say. (marketwatch )
The Fed Has a Tricky Data Problem. The Economy Is Sending Lots of Mixed Signals. (barrons )
Auto Insurance Prices Soared Last Month. Why They Finally Might Be Peaking. (barrons )
For Golf Communities, It’s All About the Long Game (barrons )
This New AI Chip Makes Nvidia’s H100 Look Puny in Comparison (barrons )
How Safe Are Boeing Planes? A Look at the Data. (barrons )
Amazon Will Now Deliver Eli Lilly Weight Loss Drug (barrons )
Productivity Is Growing Fast. Don’t Give AI the Credit. (barrons )
Big Stocks Aren’t the Only Play. It’s Time to Look at Smaller Ones. (barrons )
Berkshire Buys More Liberty Sirius XM, Now Holds $2.6 Billion of Tracking Stock (barrons )
ADM Finds ‘Material Weakness’ in Accounting Probe (barrons )
Inflation Picks Up to 3.2%, Slightly Hotter Than Expected (wsj )
3M Names New CEO Amid PFAS Battles, Health Spinoff (wsj )
Alibaba’s Media Arm to Invest $640 Million in Hong Kong Entertainment (wsj )
Dollar Tree to Close About 1,000 Stores (wsj )
How China Tried to Fix the Stock Market—and Broke the Quants (wsj )
Miami’s Office Market Was Red-Hot. Now Its Tallest Planned Tower Can’t Fill Its Space. (wsj )
Activist Investor Land & Buildings Urges Office Owner to Liquidate (wsj )
Dodge drops the Challenger, flexes new 2024 Charger Daytona EV (usatoday )
China Pledges Central Government Funds For Equipment Upgrades (bloomberg )
The Fed Will Slow QT. What Matters Is Where It Stops (bloomberg )
Jamie Dimon endorses Disney CEO Bob Iger in proxy fight with activist (cnbc )
EV euphoria is dead. Automakers trumpet consumer choice for U.S. car shoppers (cnbc )
Top CFOs are as bullish on the Dow and as dovish on the Fed as they’ve been in a long time: CNBC survey (cnbc )
Forget Nvidia: Billionaire Investors Are Selling It and Buying These 2 Artificial Intelligence (AI) Stocks Instead (yahoo.finance )
AMD Rally Looks More Fragile Than Nvidia’s as Traders Bid Up AI (finance.yahoo )
Jerome Powell just revealed a hidden reason why inflation is staying high: The economy is increasingly uninsurable (fortune )
The Big Read. Shipbuilding: the new battleground in the US-China trade war (ft )
3M’s stock rises as company announces a new CEO (marketwatch )
Advance Auto Parts Strikes Settlement With Dan Loeb’s Third Point (wsj )
China Traders Buy Hong Kong Stocks for 19th Day, Longest in 11 Months (bloomberg )
China Stocks Begin Witnessing Bull Markets in a Gamut of Sectors (bloomberg )
Oracle Stock Jumps On Strong Earnings. Demand for Cloud Computing Is Surging. (barrons )
Intel survived bid to halt millions in sales to China’s Huawei, sources say (reuters )
China’s Exports Are Surging. Get Ready for the Global Backlash. (barrons )
Illegal immigration is giving Fed more scope to let economy run hot, researchers say. (marketwatch )
Inflation Picks Up to 3.2% in Unexpected Turn Higher (wsj )
Core inflation, which excludes food and energy, was up 3.8% (wsj )
Inside the CPI report: Gas, housing and transportation costs keep inflation elevated (marketwatch )
Why BofA is bullish on U.S. consumers despite inflation and interest-rate worries (marketwatch )
Alphabet is the bargain stock among the ‘Magnificent Seven’ (marketwatch )
The Fed’s Bailout Program Is Ending. Bank Reserves Are Getting a Closer Look. (barrons )
Boeing Stock Is Falling. Justice Department Starts Criminal Inquiry. (barrons )
Doctors Can Now Edit the Genes Inside Your Body (wsj )
EQT and Equitrans Midstream to Combine in Big Natural-Gas Deal (wsj )
China Vanke in Debt Swap Talks With Banks to Stave Off Default (bloomberg )
US Shelter Inflation Slows After Surprise Jump Caused Confusion (bloomberg )
Disney paid ValueAct millions in fees before winning its support in proxy fight, activist says (cnbc )
Inflation in Germany reaches a two-year low as U.K. wage growth cools (marketwatch )
China has little choice but stimulus (ft )
Bilibili targeting more collaboration with e-commerce advertisers like Taobao (scmp )
Apple to expand applied research operations in Shanghai and Shenzhen (scmp )
China Vanke claims junk-level downgrade is manageable as shares and bonds gain (scmp )
These Beaten-Down Dividend Stocks Could Pop Soon. Watch This Week’s Inflation Report. (barrons )
It Isn’t Just Big Tech Propelling Gains in the Stock Market Anymore (wsj )
China’s 5% Growth Goal Bets on New Demand Drivers (bloomberg )
Nikkei Plunges As Yen Soars Ahead Of BOJ Policy Change (zerohedge )
Jamie Dimon and Ray Dalio Warned of an Economic Disaster That Never Came. What Now? (wsj )
Citigroup CEO Jane Fraser will have to pull off the restructuring of the century to bring banking empire back to its former glory (nypost )
Weight-loss drug Wegovy approved by FDA to cut heart attack, stroke risk (nypost )
Best and worst moments of Oscars 2024: From a naked John Cena, ‘Barbenheimer’ and more (nypost )
Oscars 2024: A Big Night for ‘Oppenheimer’ (wsj )
Stock Buybacks To Top $1 Trillion In 2025, Goldman Says, Led By These Giants (investors )
BofA Says Tech Stocks Post Largest Weekly Outflows on Record (bloomberg )
The Stock Market’s Rapid Rise Is Making Some Analysts Nervous. An Opportunity Could Be Ahead. (barrons )
Candlesticks and supernovas: This is why action in Nvidia is a worry for market gazers (marketwatch )
The ‘Magnificent Seven’ stocks are actually undervalued vs. the rest of the market, JPMorgan says (marketwatch )
Beware the Frothy AI Frenzy (wsj )
Fed Officials to Signal Interest Rate Cuts Are Getting Closer (bloomberg )
One of the Most Infamous Trades on Wall Street Is Roaring Back (bloomberg )
Brazilian Growers Go Bust in Blow to $7 Billion Farm-Credit Boom (bloomberg )
Why stocks don’t need Fed rate cuts to keep soaring in 2024 (businessinsider )
Eighty Percent of the World’s Stock Options Aren’t Traded Where You Think (wsj )
Chinese Stocks Sustain Momentum During Annual Political Event (bloomberg )
What Is the Mystery Warren Buffett Stock? (morningstar )
Winners and Losers From Full Swing Season Two (mygolfspy )
Big Picture: private sector financial health excellent (scottgrannis )
The ICE St. Moritz Is The Word’s Coolest Classic Car Show (maxim )
10 Cheap Dividend-Growth Stocks to Buy (morningstar )
The 10 Most Captivating Quotes From Full Swing Season Two (mygolfspy )
Are We in a Stock Market Bubble? (Ray Dalio )
Could Value Stocks Finally Outperform Growth Stocks in 2024? (internationalbanker )
Three Timeless Investment Lessons From Warren Buffett’s Annual Letter (forbes )
US value stocks draw bargain hunters while AI fever rages (investing )
Oakmark’s Bill Nygren: Here’s why now is a really exciting time for value investors (cnbc )
7 Top-Performing Stocks to Buy Now (morningstar )
Undervalued by 17% and Yielding More Than 4%, This Dividend Stock Is a Buy (morningstar )
3 of the Best Contrarian Investments Today (morningstar )
Inside the Massive Repair Shops Where Subway Cars Go for a Makeover (nytimes )
Bearish Engulfing Pattern Marks Top For NVDA? (stockcharts )
This Billionaire Investor Takes Advice From Usher (forbes )
First Look: Every Formula 1 Car Racing in 2024 (robbreport )
First Drive: The McLaren 750S Is a Well-Mannered Supercar With a Wild Side—and Some Flaws (robbreport )
This Ultra-Rare Ferrari Is One of the Most Desirable Dinos Ever Built. It’s Now up for Grabs. (robbreport )
Lotus Emira Buyers are Finally Getting Their Cars After Years-Long Emissions Holdup (thedrive )
Alibaba adds fresh AI startup to its investing portfolio amid increasing bets in the sector (technode )
Is dynamic pricing coming to a supermarket near you? (npr )
Inside the Making of Drive to Survive, Netflix’s Still-Booming Formula 1 Hit (gq )
The EV slowdown has already hit Tesla, Rivian, and others. These stocks are also casualties. (yahoo )
Jamie Dimon and Ray Dalio Warned of an Economic Disaster That Never Came. What Now? (wsj )
Jack Ma, the founder of Alibaba, is back in the public eye after a hiatus. Here’s how the Alibaba and Ant Group founder got started and amassed a huge fortune. (businessinsider )
Chinese Consumer Prices Edge Higher, Break Four-Month Slide (wsj )
Regional Bank Stocks Could Be the Next Hot Play. Here’s Why. (barrons )
Walt Disney Stock Is Set to Rise on Growth and Lower Costs (barrons )
Nvidia Sheds $128 Billion in Market Cap, Its Largest Drop on Record (barrons )
Fundstrat’s Tom Lee sees opportunities in small-caps this year (cnbc )
Fed will cut rates four times this year, says Goldman Sachs’ Jan Hatzius (cnbc )
JPMorgan’s Kelly: Friday’s jobs report is ‘very good news’ as immigration fills unemployment gap (cnbc )
Wells Fargo’s Mike Mayo on why Citi is his top bank stock pick (cnbc )
Alibaba pushes AI tools to merchants wanting to tap overseas markets (scmp )
Alipay, WeChat Pay ease the way for foreign travellers to make payments in China (scmp )
Hong Kong sees 30% more IPO applicants, HKEX CEO Bonnie Chan says (scmp )
‘Curb’ Fans Are Pretty, Pretty Good at Unleashing Their Inner Larry David (wsj )
US Jobless Rate Hits Two-Year High Even as Hiring Stays Strong (bloomberg )
Nvidia Heads to Biggest Drop Since August After 19% Six-Day Gain (bloomberg )
Family offices have tripled since 2019, creating a new gold rush on Wall Street (cnbc )
China doubles down on manufacturing, leaving real estate behind (cnbc )
Watch This Number to Figure Out When the Fed Will Cut Rates (barrons )
Wegovy and Zepbound Are King. Who’s Coming for Their Crowns. (barrons )
Hiring Boom Continues, but Signs of a Cooling Labor Market Boost Rate-Cut Hopes (wsj )
A $400 Million Bet Says This Is the Mall of the Future (wsj )
Weight-loss drug Wegovy approved by FDA to cut heart attack, stroke risk (nypost )
Central bankers see victory within reach in push to tame inflation (ft )
Instagram overtakes TikTok in app downloads in race for new users (ft )
Nvidia Is the Latest Shiny Object to Spur Stocks to New Heights (bloomberg )
Powell Says US Banking System Can Withstand Commercial Real Estate Threats (bloomberg )
3 reasons why stocks will continue to set new records highs, according to Fundstrat (businessinsider )
2 signals suggest breadth in the stock market is healthy despite mega-cap tech dominance (businessinsider )
Disney+ is bundling with Hulu, cracking down on passwords: What you need to know (usetoday )
