- Shares of Citi Rise After Earnings Beat (barrons)
- Consumer Sentiment Slips in April as Inflation Remains Sticky (barrons)
- Solventum Stock Is Cheap. Why Wall Street Says to Wait. (barrons)
- Mario Gabelli comes out against Paramount’s merger with Skydance: ‘I’d rather see no sale’ (nypost)
- Musk and Milei share their love of free markets in first meeting (ft)
Category: What I’m Reading Today
Be in the know. 15 key reads for Friday…
- The Podcast Host Who Also Manages a $1.6 Trillion Investment Fund (wsj)
- China’s policy to boost demand by $700 billion will have a ‘bigger and bigger’ impact, official says (cnbc)
- Citi Profit Beats as Companies, Consumers Go on Borrowing Binge (bloomberg)
- 3M Could Lose Its Elite Dividend Status After 64 Years. What It Means for the Stock. (barrons)
- Boeing Knows What It Needs to Do—So Do It. Change the Culture. (barrons)
- U.K. stocks eye record as higher commodity prices boost miners and oil groups (marketwatch)
- Interest Rates Have Investors Worried. Profits Give Them Comfort. (wsj)
- Golf Is Booming. But Can the Good Times Last? (wsj)
- The Masters Still Sizzles. But Is Golf Scaring Off Its Fans? (wsj)
- Bank of England scraps outdated inflation forecast model after Fed boss’ review (cnbc)
- China has strong fundamentals and should remain a focus for businesses: Gan Kim Yong (cnbc)
- Amazon CEO Touts AI Revolution While Committing to Cost Cuts (wsj)
- China’s March exports and imports shrink (reuters)
- Ford spotlights a new lineup of popular trucks (foxbusiness)
- Charting the Fed’s rate path – Nick Timiraos (cnbc)
Be in the know. 15 key reads for Thursday…
- Fed Favors Reducing Monthly Asset Runoff Pace by Roughly Half (bloomberg)
- Fed Prepares Slower Pace of Runoff for $7.4 Trillion Portfolio ‘Fairly Soon’ (wsj)
- Nike Stock Jumps On Upgrade As Estimates ‘Finally Look Achievable’ Ahead Of Paris Olympics (investors)
- Producer Prices Rise Less Than Expected (barrons)
- US Producer Prices Rise But Show Some Relief in Key Categories (bloomberg)
- Give us a (tax) break How empty office buildings could help NYC solve its housing crisis (nypost)
- ECB’s Lagarde Says ‘a Few’ Were Ready to Cut Rates Today (bloomberg)
- Alphabet Heads Toward $2 Trillion With Investors Cheering AI Progress (bloomberg)
- China will remain the world’s No. 1 growth driver, says the Asian Development Bank (cnbc)
- China’s commercial property segment is seeing some bright spots amid a slump in the wider realty sector (cnbc)
- Fed likely to cut rates before ECB blinks, former BOE member says (cnbc)
- What PPI tells us about PCE: Fed’s preferred inflation gauge may not look so bad for March (marketwatch)
- These in-the-know investors are more bearish than they’ve been since 2014 (marketwatch)
- Costco’s March Sales Jump. E-Commerce Is Taking Off. (barrons)
- Hot Inflation Report Derails Case for Fed June Rate Cut (wsj)
Be in the know. 20 key reads for Wednesday…
- <Research>CITIC Securities: BABA-SW’s Focus on Core E-commerce Yields Results; Good Shareholders’ Return Expected to be Kept (aastocks)
- Maybe core inflation isn’t as bad as it seems (marketwatch)
- Alibaba’s Jack Ma steps out from the shadows with morale-boosting post (reuters)
- Intel Says New Gaudi 3 AI Chips Top Nvidia H100s in Speed and Cost (barrons)
- Alibaba shares jump after founder Jack Ma reemerges with praise of Chinese giant’s ‘transformations’ (cnbc)
- ‘We turned the company from a cumbersome organisation into one that is simple and agile, where efficiency comes first, and the market comes first,’ Ma wrote (this week) (scmp)
- US consumer prices rise more than expected in March (reuters)
- Beijing retail rents jump by most since 2019 amid ‘demand surge’ (scmp)
- Boeing Engineer Says Company Used Shortcuts to Fix 787 Jets (wsj)
- Hot Inflation Report Weakens Case for Fed’s June Rate Cut (wsj)
- Google, Intel debut new AI chips to fight Nvidia’s dominance (scmp)
- Bank Earnings Are Here Again. Keep Your Eyes on This Metric. (barrons)
- How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj)
- Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks (wsj)
- China Vehicle Sales Rebound (wsj)
- The 22-Year-Old Beanpole Who Just Played His Way Into the Masters (wsj)
- The Merchant Banker Who Could Win the Masters (wsj)
- Goldman Says It’s Time to Take Tech Profits and Invest Elsewhere (bloomberg)
- Alphabet’s stock nabs fresh high, is only ‘Magnificent Seven’ name to finish at a record (marketwatch)
- Earnings Are Last Pillar of Equity Strength as Rate Cuts Recede (bloomberg)
Be in the know. 10 key reads for Tuesday…
- Disney’s parks are its top money maker — and it plans to spend $60 billion to keep it that way (cnbc)
- Iger Won the Battle — But Disney’s ‘Woke’ War Isn’t Over (bloomberg)
- The Sheikh Who Dominates One of the World’s Hottest Stock Markets (bloomberg)
- Everyone Is Rich, No One Is Happy. The Pro Golf Drama Is Back (bloomberg)
- Michelin Picks 24 Top Hotels in France in First-Ever Ranking (bloomberg)
- Strategas’ Chris Verone gets technical with tech stocks (cnbc)
- ‘Now They’re Voting Red’: A Pennsylvania Fracking Boom Weighs on Biden’s Re-Election Chances (wsj)
- Earnings Season to Test Stock-Market Rally (wsj)
- How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj)
- A Lotus First (barrons)
Be in the know. 20 key reads for Monday…
- Chinese Automaker FAW Group Taps Alibaba Cloud’s Gen AI for Business Intelligence (alizila)
- Yellen says US-China relations on ‘stronger footing’ (ft)
- Alibaba Cloud cuts prices again, this time for international customers as AI generates surging demand (scmp)
- Alibaba Group Invests for Strategic Growth with Cainiao Share Purchase Offer (alizila)
- Alibaba News Roundup: Share Repurchase Update; Alibaba Cloud Launches Open Source Video Generation Tools (alizila)
- These 10 perfect McLarens are for sale. Which one would you pick? (classicdriver)
- Moderate growth and disinflation still alive and well (scottgrannis)
- For the Ultimate Lesson in Car Control, Go Drifting (roadandtrack)
- Bugatti EB110: The First Modern Hypercar Is 30 Years Old (roadandtrack)
- Lexus GX550 vs. Land Rover Defender 130 vs. Mercedes-Benz G550: Which Luxury SUV Is Best Off-Road? (roadandtrack)
- Japan had a vibrant economy. Then it fell into a slump for 30 years. (npr)
- VF Corp. To Roll Out 300 Additional Mono-Brand Retail Stores (sgbonline)
- Vans’ OTW Label Is Taking the Past & Making It Better (highsnobiety)
- Earnings Season Is Coming. What the Market Needs Now. (barrons)
- Many investors are more exposed to China than they think, says Brendan Ahern (cnbc)
- 0:02 / 8:39There’s still ‘gas in the tank’ in this stock market rally, says Fundstrat’s Tom Lee (cnbc)
- The Big Read. Is Japan finally becoming a ‘normal’ economy? (ft)
- Global dominance of biggest stocks rises to highest in decades (ft)
- Jamie Dimon Says 8% Rates Could Lie Ahead (barrons)
- Doubts Creep In About a Fed Rate Cut This Year (wsj)
Be in the know. 20 key reads for Sunday…
- How A Texas Oil Billionaire Hit A Gusher In Hotels (forbes)
- Earnings Season to Test Stock-Market Rally (wsj)
- Is the S&P 500 Flashing a Spring Sell Signal? (kimblechartingsolutions)
- Dollar Tree, Walgreens CFOs Snap Up the Stocks (barrons)
- Nvidia’s Stock Reaches Crossroads At Key Fibonacci Price Level (kimblechartingsolutions)
- 18 Surprising Facts About the McLaren P1 Hypercar (robbreport)
- United States Non Farm Payrolls (tradingeconomics)
- Masters in Business: Ed Hyman (bloomberg)
- Buy Carnival Stock. Choppy Market Conditions Will Pass. (barrons)
- We “stepped on our own foot” in recent years, admits Alibaba chairman Joe Tsai (technode)
- Biogen, Moderna, and 6 More Healthcare Stocks That Wall Street Thinks Have Upside (barrons)
- Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons)
- Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. (barrons)
- How Ozempic and Wegovy Could Break the Healthcare System (barrons)
- Stock Market Will Feel a Tremor if Payrolls and Inflation Keep Rising (barrons)
- Krispy Kreme Stock Jumps on Upgrade. McDonald’s Deal Could Boost Earnings. (barrons)
- The World’s First Flying Motorcycle Could Hit the Skies by the End of the Decade (robbreport)
- Inside Italy’s Grand Hotel Villa Serbelloni, The Ultimate Lake Como Retreat (maxim)
- This Revived Lamborghini Countach Channels Classic Wedge-Shaped Supercar (maxim)
- Alibaba to test rocket package delivery service with China’s startup Space Epoch (technode)
Be in the know. 7 key reads for Saturday…
- 33 Undervalued Stocks (morningstar)
- Happy Coca-Cola Dividend Day Warren Buffett (DGI)
- Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730) (Tim Ferriss)
- Yielding Almost 5%, This Undervalued Dividend Stock Is a Buy (morningstar)
- The Long View. Rising Fed chatter is not making life in markets easy (ft)
- The 100 Best Restaurants in New York City in 2024 (nytimes)
- Supercar Blondie Is Going Into the Auction Business (barrons)
Be in the know. 20 key reads for Friday…
- USA – Automotive Sales Volume, 2024 (marketlines)
- S Added 303,000 Jobs in March, Surging Past Estimates (bloomberg)
- Chinese fintech Ant Group targets global growth after Jack Ma’s exit (ft)
- Services PMI Beats, Biden & Xi Discuss The San Francisco Vision (chinalastnight)
- Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management (Norges Bank)
- Disney to crack down on password-sharing after CEO Bob Iger wins board fight (nypost)
- Europe’s Biggest Asset Manager Is Looking to Buy Dips After Missing Out on Stocks Rally (bloomberg)
- Fixing Boeing’s Broken Culture Starts With a New Plane (bloomberg)
- Four Seasons’ New Yacht Cruises Come With Record-High Price Tags (bloomberg)
- Fed on Track to Cut in June, Morgan Stanley’s Zentner Says (bloomberg)
- Biden Tells Netanyahu US Support Hinges on Protecting Civilians (bloomberg)
- Earnings Season Is Coming. What Markets Need Now. (barrons)
- Nvidia’s stall means the momentum trade has lost its mojo. (marketwatch)
- Yellen Is Back in China. What She Could Actually Accomplish. (barrons)
- Intel expects to be the world’s second-largest contract chip producer by 2030, trailing only TSMC. (barrons)
- Stocks Drop After Fed Officials Cast Doubt on Rate Cuts (wsj)
- The Underrated iPhone App That Makes Everyday Tasks Easier (wsj)
- Fed’s Kashkari raises prospect of zero rate cuts — but Goldman says that would be ‘very surprising’ (cnbc)
- Ford to “Re-Time” New EV Production, Expand Hybrid Production (mishtalk)
- 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…
- Ford U.S. EV Sales Almost Doubled In Q1 2024 To Over 20,000 (insideEVs)
- Disney defeats activist investor Nelson Peltz in proxy fight (finance.yahoo)
- Hunt for Disney CEO Bob Iger’s successor kicks into high gear (reuters)
- Google considers charging for AI-powered search in big change to business model (ft)
- Powell says Fed’s inflation fight is ‘not done’ (ft)
- Alibaba steps up stock buy-back in Hong Kong, New York to boost returns (scmp)
- Dollar dips, yen steady after inching near 152 level (streetinsider)
- Apple Explores Home Robotics as Potential ‘Next Big Thing’ (bloomberg)
- BOJ Is Likely to Wait Until Fall on Next Hike, Ex-Board Member Says (bloomberg)
- Citigroup Sees ‘Exciting Market’ for Japan Bonds After BOJ Move (bloomberg)
- Why stocks will stay under pressure until tax day on April 15 (businessinsider)
- The stock market could face a near-term correction of as much as 12% before continuing its bull rally this summer, BofA says (businessinsider)
- Google Is More Resilient Than Its AI Stumbles Imply (wsj)
- The Jobs Numbers Aren’t Adding Up. Immigration Helps Explain Why. (wsj)
- Why the Stock Market Has Dropped—and What to Do Now (barrons)