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)

Be in the know. 20 key reads for Thursday…

  1. China’s economy is on track for ‘strong’ March performance, survey says (cnbc)
  2. The Big Read. Will Xi’s manufacturing plan be enough to rescue China’s economy? (ft)
  3. “The only other time you’ve seen relative multiples this cheap was during 1999 and 2000, and that ended up being a great decade for small-caps,” she said. (ft)
  4. Reddit Insiders Selling Days After IPO; Shares Fall Late (investors)
  5. China Signals More Property Support, But Substance to Be Key for Turnaround (wsj)
  6. Why the Fed’s Waller Is in ‘No Rush’ to Cut Rates (barrons)
  7. The Stock Market Is So Strong, Even Some Skeptics Won’t Bet Against It (barrons)
  8. China’s Xi meets with U.S. business leaders, calls for closer ties (marketwatch)
  9. China’s Xi Seeks to Soothe Anxieties of American CEOs (wsj)
  10. Barron’s: Nvidia Stock Slips. Why It Might Lose Out in a Frothy Market. (marketwatch)
  11. Opinion: Boeing had a good week cleaning house — but now comes the hard part (marketwatch)
  12. These GE and 3M Spinoffs Are Set to Join the S&P 500 (barrons)
  13. Los Angeles Office Tower Dumped by Brookfield Faces Foreclosure Sale (bloomberg)
  14. 3M’s Healthcare Spinoff Stock Fell. This Is What It’s Worth. (barrons)
  15. Individual investors are buying fewer stocks, but using more leverage (marketwatch)
  16. Disney, Florida Settle Litigation Over Special District. Sunnier Skies Could Be Ahead. (barrons)
  17. Point72 Takes a Large Stake in Fox (institutional investor)
  18. Taobao to Launch Several Biz-Friendly Initiatives for All Platform Merchants Starting Apr (aastocks)
  19. The market may be due for a decline. Cramer explains why you shouldn’t fear it (cnbc)
  20. Vans Skateboarding and Anthony Van Engelen Skate to the Future with the All-New AVE 2.0 (vans)

Be in the know. 15 key reads for Wednesday…

  1. China: Industrial profits hit a 25-month high amid signs of bottoming out (ing)
  2. China’s Xi meets U.S. executives as businesses navigate bilateral tensions (cnbc)
  3. Xi Says US CEOs Should Invest in China, Economy Hasn’t Peaked (bloomberg)
  4. Airbus Has Its Own Issues. Can It Keep Its Lead Over Boeing? (barrons)
  5. Boeing Needs a New CEO. What History Says About Who Can Right the Stock. (barrons)
  6. Commercial real estate is itching for a rebound two years after start of Fed rate hikes (marketwatch)
  7. Fees in Settlement. It Could Save Merchants $30 Billion. (barrons)
  8. Although Chinese consumer confidence has yet to meaningfully rebound, the overall mood has started to improve slightly, Madjo wrote. (barrons)
  9. Boeing Delivered Just 3 MAX Jets in a Week. That Is a Good Thing. (barrons)
  10. Krispy Kreme Stock Rises Sharply on Sweet Deal With McDonald’s (barrons)
  11. Home Prices Rose at Fastest Pace Since 2022 in January (barrons)
  12. This bull market is not over, says Wharton’s Jeremy Siegel (cnbc)
  13. The Office Market Is in Turmoil. So Why Are Rents More Expensive? (wsj)
  14. Canada Goose to cut 17% of its corporate workforce (cnbc)
  15. Boeing Delivered Just 3 MAX Jets in a Week. That Is a Good Thing. (barrons)

Be in the know. 10 key reads for Tuesday…

  1. China’s Premier Says Nation Off to Good Start on 2024 Goals (bloomberg)
  2. China Rolls Out Welcome Mat for U.S. CEOs as It Nods to Its Economic Problems (wsj)
  3. Disney stock upgraded by Barclays as turnaround plan takes shape (yahoo)
  4. As Boeing’s New Chairman, Steve Mollenkopf Returns to the Spotlight (barrons)
  5. Are Chinese Tech Stocks Value Plays Now? (wsj)
  6. Alibaba to buy Cainiao stake for up to $3.75 billion as it drops IPO plan (reuters)
  7. PBOC head says China’s property crisis has abated as default rumours vex Vanke (scmp)
  8. Home Prices Rose at Fastest Pace Since 2022 in January (barrons)
  9. Visa, Mastercard Reach $30 Billion Swipe-Fee Deal With Merchants (bloomberg)
  10. Apple could double down on China market, Wedbush says, as iPhone sales drop (cnbc)

Be in the know. 15 key reads for Monday…

  1. Yuan Rebounds as PBOC Sends Strong Message of Support Via Fixing (bloomberg)
  2. China told it faces ‘fork in the road’ as officials meet CEOs (reuters)
  3. China to safeguard equal treatment for foreign-funded firms (reuters)
  4. Why ESG Investing Might Never Recover (wsj)
  5. New Blood Thinners Will Prevent Blood Clots Without Causing Bleeding (wsj)
  6. China blocks use of Intel and AMD chips in government computers: report (foxbusiness)
  7. Fed’s Powell Ready to Support Job Market, Even If It Means Lingering Inflation (bloomberg)
  8. UK Pledges £350 Million for Nuclear Defense and Energy By 2030 (bloomberg)
  9. Amgen wants in on the booming weight loss drug market — and it’s taking a different approach (cnbc)
  10. Alphabet is set to pop 15% as Google is a clear winner in AI, Wedbush says (businessinsider)
  11. Why a Fed rate cut in June is not yet a done deal (marketwatch)
  12. U.S. stocks shot up nearly 30% in 5 months. Is it time to worry about a correction? (marketwatch)
  13. Thiel, Bezos and Zuckerberg join parade of insiders selling tech stocks (ft)
  14. Investor Nelson Peltz: ‘I’m not trying to fire Bob Iger, I want to help him’ (ft)
  15. Sam Altman’s Under-The-Radar SPAC Fuses AI Expertise With Nuclear Energy: Here Are The Others Involved (benzinga)

Be in the know. 10 key reads for Sunday…

  1. Ele.me outlines business plan for the next three years amid leadership reshuffle (technode)
  2. Three Ant Group subsidiaries to go independent in Chinese fintech giant’s biggest restructure since blocked IPO (technode)
  3. PDD’s cost of revenue nearly tripled last year as Temu expanded aggressively (technode)
  4. United States v. Apple is pure nerd rage (theverge)
  5. Financial Times tests an AI chatbot trained on decades of its own articles (theverge)
  6. How Big Steel in the U.S. fell (npr)
  7. Freshippo’s Global Grocery Business More Than Doubles GMV (alizila)
  8. Chinese Premier Downplays Economy Risks, Highlights Policy Space (bloomberg)
  9. Wall Street’s biggest bull renews call for small-cap stocks to rise 50% in 2024 (marketwatch)
  10. China’s Policy Meeting on Property Raises Hope of Aid for Sector (bloomberg