Be in the know. 15 key reads for Monday…

  1. Japan 10-Year Yield at Highest Since 2008 on Bets for BOJ Hikes (bloomberg)
  2. 3 CEOs Just Spent Millions Buying Their Beaten-Down Stock (barrons)
  3. Disney’s Parks Chief Sees Fortnite as Key to Its Future (bloomberg)
  4. Mainland Chinese Investors Buy Record Amount of Hong Kong Stocks (bloomberg)
  5. How Natural Gas Became America’s Most Important Export (bloomberg)
  6. Nvidia Stock Drops. Why Shares Keep Falling. (barrons)
  7. Beacon, QXO in ‘friendly’ talks on $11B deal as QXO aims to double EBITDA (streetinsider)
  8. How Alibaba’s new RISC-V chip hits the mark for China’s tech self-sufficiency drive (scmp)
  9. International-Stock Funds Finally Wake Up (wsj)
  10. ‘Chaos creates opportunities’: Wall Street sees dip as buying chance (yahoo)
  11. JPMorgan joins Goldman, hikes euro area’s 2025 economic growth forecast (reuters)
  12. China’s car sales rise 1.3% in first two months of 2025 (reuters)
  13. Who Likes Tariffs? Some U.S. Industries Are Eager for Them. (nytimes)
  14. What the Dot-Com Bust Can Tell Us About Today’s AI Boom (wsj)
  15. Trump’s Tariff Whipsaw Is Handing European Stocks Another Win (bloomberg)

Be in the know. 18 key reads for Sunday…

  1. Unlocking the housing market: Here’s what would get more homeowners to sell (fastcompany)
  2. Mortgage rates fall again with largest weekly decline since mid-September (foxbusiness)
  3. North Face President Caroline Brown Shares Ambitious Go-Forward Plan (shopeatsurf)
  4. Vans Is Getting in on the Thin-Soled Sneaker Trend (footwearnews)
  5. Disney reveals details for new theme park rides based on beloved franchises (foxbusiness)
  6. Gimme Credit (oaktreecapital)
  7. Near-term gloom, long-term boom (scottgrannis)
  8. A look at some of the creative ways companies try to dodge high tariffs (npr)
  9. US Markets Are Trailing the World as Aura of America First Fades (bloomberg)
  10. 44 housing markets where inventory has spiked, and homebuyers have gained power (fastcompany)
  11. Catering to protein-rich diets is a tasty business (economist)
  12. China’s Seven Titans vs Wall Street’s Magnificent Seven: DeepSeek sparks stocks re-rating (yahoo)
  13. Should You Forget Home Depot and Buy These 3 Housing-Related Stocks Instead? (yahoo)
  14. This Rare, Barely Driven Lamborghini Sían Is Now up for Grabs (robbreport)
  15. 51 fun stats for 51 years of the Players Championship (golfdigest)
  16. The Myth Behind Daylight-Saving Time (wsj)
  17. 5 collector cars to put into your garage this week (classicdriver)
  18. Cainiao’s AI+Logistics Wins China’s Top AI Science & Technology Award, Leading Innovation in Logistics (alizila)

Be in the know. 15 key reads for Saturday…

  1. Trump Is Engineering a Global ‘Paradigm Shift.’ It Doesn’t Favor U.S. Stocks. (barrons)
  2. The Mag 7 Stocks Are No Longer Magnificent. Where the Charts Say They Go Next. (barrons)
  3. Money-Market Fund Assets Hit Record $7 Trillion as Investors Seek Safe Havens (barrons)
  4. Trump’s ‘chaotic’ policy approach is creating opportunity for investors (marketwatch)
  5. Euro on course for best week since 2009 (ft)
  6. Dollar Has Its Worst Week Since 2022 as JPMorgan Turns Bearish (bloomberg)
  7. European (fund flow) Exceptionalism (ft)
  8. Boeing ties employee incentive plan to company-wide performance (reuters)
  9. When Europe Leads Markets, Value Shares Dominate (zerohedge)
  10. Retail trading frenzy drives NASDAQ to move to 24-hour trading (streetinsider)
  11. What We’ve Learned From 150 Years of Stock Market Crashes (morningstar)
  12. Nasdaq 100 Tumbles Into a Correction as Tech Selloff Intensifies (bloomberg)
  13. Humanoid Robots Are Starting to Work Human Warehouse Jobs (futurism)
  14. Solar Stocks Are in Rough Shape. Buy This One Anyway. (barrons)
  15. US backtracks on Canada-Mexico tariffs in latest sharp shift on trade (ft)

Be in the know. 16 key reads for Friday…

  1. European Stocks See Most Inflows in Decade Amid Defense Splurge (bloomberg)
  2. Hong Kong stocks cap best week in 2 months on China policy support (scmp)
  3. CEO Bracken Darrell Brings VF Corp.’s Reinvention Back to Wall Street (wwd)
  4. Eurozone Grew More Strongly Than Thought at End of 2024 (wsj)
  5. Euro Set for Best Week Since 2009 as BofA Boosts Forecast (bloomberg)
  6. China’s Top Tech Stocks Add $439 Billion as ‘Mag Seven’ Sink (bloomberg)
  7. Mortgage Rates Fall to Lowest Level Since December. What It Means for Buyers. (barrons)
  8. What Automakers’ Tariff Reprieve Means for Car Buyers (wsj)
  9. The AI Trade Got Crushed. It May Take Time to Rebuild. (barrons)
  10. 10 Stocks That Could Gain as Dollar Weakens (barrons)
  11. Sorry, American firms, the AI trade has moved to China (businessinsider)
  12. NPC Press Conference Signals Upcoming Consumption Boost Plan (chinalastnight)
  13. Investors push money market assets over $7tn as US equities wobble (ft)
  14. US Hiring Rises at Solid Pace, Unemployment Unexpectedly Higher (bloomberg)
  15. China’s Growth Focus, Stable Yuan Fan Hopes of Better Liquidity (bloomberg)
  16. China Had Record $540 Billion of Exports in Rush to Beat Tariffs (bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Alibaba Stock Is Rising. The China AI Spotlight Is Shifting From DeepSeek. (barrons)
  2. With Trump’s tariffs paused, ‘Big Three’ automakers may race to build inventories (marketwatch)
  3. Japan’s 10-Year Bond Yield Reaches Highest Since June 2009 (bloomberg)
  4. China Steps Up Support for Tech Sector as AI Enthusiasm Soars (bloomberg)
  5. AI-led boom of Chinese stocks revives refinancing activities in Hong Kong (scmp)
  6. ‘Better than DeepSeek and OpenAI’: Alibaba touts open-source AI model that beats rivals (scmp)
  7. NPC’s Government Work Report Reviewed – Consumption, Consumption, Consumption & AI (chinalastnight)
  8. China’s Commerce Chief Wrote to US Seeking Dialogue Last Month (bloomberg)
  9. JD.com Sales Rise Most in Years After China Consumers Awaken (bloomberg)
  10. Euro touches 4-month peak; eyes on ECB policy meeting, outlook (streetinsider)
  11. US stocks struggle as ‘America First’ bets backfire (ft)
  12. ECB Cuts Again and Signals Easing Phase Is Nearing Its End (bloomberg)
  13. Hot Stocks from 2024 Have Grown Cold (morningstar)
  14. Hims & Hers Stock Is Due for a Crash Diet. The GLP-1 Surge Is Fading Fast. (barrons)
  15. US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs (bloomberg)
  16. One big takeaway from Trump’s speech? He needs a weak dollar. (marketwatch)
  17. Market Turmoil Pushes Low-Volatility Stocks Into Driver’s Seat (bloomberg)
  18. Home Builders Are Hurting. Their Stocks Are Good Buys. (barrons)
  19. Tariffs Won’t Slam the Economy. Not Unless Consumers Panic. (barrons)
  20. The spring could have huge rallying months, says Fundstrat’s Tom Lee (youtube)

Be in the know. 23 key reads for Wednesday…

  1. China Sets Strong Growth Target as It Hits Back at U.S. Tariffs (wsj)
  2. Beijing Ramps Up Efforts For Tech Independence (wsj)
  3. Dollar Dinged by Trump Tariffs, Suffers Worst 2-Day Decline Since 2023 (barrons)
  4. Disney to Cut More Staff as It Gears Up for Netflix Battle. Here’s Why. (barrons)
  5. Germany’s ‘Whatever It Takes’ Moment Powers European Markets (wsj)
  6. Trump to Decide on Canada, Mexico Relief Today, Lutnick Says (bloomberg)
  7. Weekly mortgage demand surges 20% higher, after interest rates drop to the lowest since last year (cnbc)
  8. Trump says he wants interest on car loans tax deductible if US-made (usatoday)
  9. Europe Leads Emerging-Market Rally as US Dominance Is Challenged (bloomberg)
  10. Investors should be wary of analyst ratings (ft)
  11. NPC Preview, China Markets Shake Off Tariffs (chinalastnight)
  12. Commerce Secretary Howard Lutnick: This is not a trade war, this is a drug war (youtube)
  13. Bernstein lifts China internet stock targets on AI momentum (streetinsider)
  14. China to Issue $69 Billion in Special Bonds for Big Banks (bloomberg)
  15. Trump’s Broad Canada-Mexico-China Tariffs, Explained (wsj)
  16. TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel. (barrons)
  17. UK Housing Set for 2025 Recovery, Building Suppliers Say (bloomberg)
  18. “America Is Back” – 12 Takeaways From Trump 47’s First Major Policy Speech To Congress (zerohedge)
  19. Treasury Secretary Scott Bessent shrugs off Wall Street’s Trump tariff ‘selloff’ (nypost)
  20. On Second Count, ABC Says Oscar Viewership Increased (nytimes)
  21. The 10 Best Dividend Stocks (morningstar)
  22. US private payrolls slow sharply in February (reuters)
  23. Tesla Offers Buyer Perks to Drum Up Interest With Sales Slumping (bloomberg)

Be in the know. 25 key reads for Tuesday…

  1. Advance Auto Parts Revamps Supply Chain in Effort to Reverse Sales Slump (wsj)
  2. Small-Cap Stocks Are Beaten Down. Buy Them. (barrons)
  3. U.S. Natural Gas Rallies as Near-Term Forecasts Add Demand (wsj)
  4. Trump Tariffs Kick in Today. How China, Canada, and Mexico Are Reacting. (barrons)
  5. Tariffs Are an ‘Act of War,’ Buffett Says. What They Mean for the Stock Market. (barrons)
  6. The 10 Stocks Hedge Funds Love— and Hate—the Most (barrons)
  7. Treasury Yields Fall to Multi-Month Lows With US Growth in Doubt (bloomberg)
  8. Xi Leaves Door Open for Talks With Measured Response to Trump (bloomberg)
  9. Euro Hits 2025 High Versus Dollar on Europe Defense Spend Bets (bloomberg)
  10. Dollar falls to three-month low as tariffs and growth fears rattle markets (streetinsider)
  11. Rotation out of US Big Tech and the Magnificent 7 is likely to continue: JPM (streetinsider)
  12. Hong Kong’s $353 Billion Margin Loan Boom Fuels Big Gains, Risks (bloomberg)
  13. China’s National People’s Congress Is Coming. 5 Things to Watch. (barrons)
  14. Chinese funds’ US$35.9 billion bet on Hong Kong stocks fuels world’s best rally (scmp)
  15. Downloads of Alibaba’s AI Model Exceed DeepSeek (chinalastnight)
  16. Alibaba Expands Freshippo With 100 New Stores in 2025 Targeting More Cities (benzinga)
  17. Exclusive: China to publish policy to boost RISC-V chip use nationwide, sources say (reuters)
  18. Elon Musk’s Tesla Introduces 0% APR Financing On Model 3 Purchases Amid Falling Demand (benzinga)
  19. U.S. auto sales down 2.3% in February, additional tariffs on Mexico and Canada cause for concern (marklines)
  20. Bitcoin tumbles 9%, reversing most of the rally from Trump’s crypto reserve announcement (cnbc)
  21. Nvidia Stock Plummets. 5 Reasons Shares Are at Their Lowest Price Since September. (barrons)
  22. Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S. (wsj)
  23. What record levels of uncertainty mean for the stock market (marketwatch)
  24. Best Buy Grows Quarterly Sales as PC Market Rebounds (wsj)
  25. 10 Stocks with the Largest Fair Value Estimate Increases During Q4 Earnings (morningstar)

Be in the know. 15 key reads for Monday…

  1. Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say (reuters)
  2. Mainland China Investors’ Sway Over Hong Kong Stocks Is Growing (bloomberg)
  3. Xi Prepares to Unveil China Stimulus Plan as Trade War Heats Up (bloomberg)
  4. Big Tech Pain Is Mounting as Risk-Wary Traders Dump Winners (bloomberg)
  5. Alibaba-Backed Zhipu Raises $140 Million as DeepSeek Heats Up AI (bloomberg)
  6. Wall Street can’t stop talking about the ‘Mar-a-Lago Accord.’ Here’s how the currency deal would work. (marketwatch)
  7. Alibaba’s open-source Sora-like AI video model tops third-party rankings (scmp)
  8. Taking stock: all eyes on China’s ‘two sessions’ for catalysts to drive AI-fuelled rally (scmp)
  9. Mortgage rates are falling, but it’s not helping sell more homes. Are lower house prices next? (marketwatch)
  10. Here’s How Government Spending Has Grown—and Where the Money Is Going (wsj)
  11. China EV Sales Were Hot in February. Tesla Needs a Rebound. (barrons)
  12. Chinese Buyers Are Ordering Nvidia’s Newest AI Chips, Defying U.S. Curbs (wsj)
  13. Disney Cruise Line reveals new details on its two new ships (thestreet)
  14. Alibaba Cloud’s Industry Leadership Recognized by Top Global Research Firms (alizila)
  15. Dollar Falls After U.S. Tariff Remarks (barrons)

Be in the know. 20 key reads for Sunday…

  1. Intel is back—stop talking about breaking it up: Craig Barrett (fortune)
  2. Things to watch at China’s 2025 ‘two sessions’ (globaltimes)
  3. U.S. CEOs Signal Highest Confidence in Two Years (seeitmarket)
  4. Finally for homebuyers: ‘A step in the right direction’ (yahoo)
  5. Alibaba completes full acquisition of Cainiao’s minority shares, implements employee exit plan (technode)
  6. McKinsey sees lithium demand stabilising and expects next upcycle (yahoo)
  7. Alibaba begins spring hiring with 3,000 internship roles focused on AI (scmp)
  8. That Escalated Quickly (carsongroup)
  9. Alibaba’s research arm launches new RISC-V processor for high-performance computing (scmp)
  10. Shop The North Face Windbreaker All Our Favourite Celebrities Are Coveting (elle)
  11. Disney Sees Sell-Out for Oscars Ads — And Not Just on TV (variety)
  12. Do You Know How Much Energy ChatGPT Actually Uses? (digg)
  13. In James Bond, Amazon gains a thrilling new asset (economist)
  14. The business of second-hand clothing is booming (economist)
  15. Whatever You Do, Don’t Cancel Disney Plus or Max in March (cnet)
  16. Macau Gaming Revenue Beats Estimates in Sign Slowdown Is Easing (bloomberg)
  17. Inside TGL, Tiger Woods and Rory McIlroy’s Grandiose Indoor Golf League Experiment (gq)
  18. 5 collector cars to put into your garage this week (classicdriver)
  19. How Ferrari’s 290 MM Became One Of The World’s Most Coveted Cars (maxim)
  20. The 50 Greatest Luxury Cars of All Time (robbreport)

Be in the know. 15 key reads for Saturday…

  1. The U.S. Stock Market Is Looking Played Out. It’s Time to Shift Some Assets Abroad. (barrons)
  2. Disney’s ‘Stitch’ poised to become 2025’s most popular toy as NYC Toy Fair ramps up: sources (nypost)
  3. Bessent Says Housing Will ‘Unfreeze’ in Weeks, Sees 2% Inflation (bloomberg)
  4. Texas Needs Equivalent of 30 Reactors to Meet Data Center Power Demand (bloomberg)
  5. Big Food Stocks Have Hit Tough Times. Some Fresh Ideas Might Help. (barrons)
  6. AI Fever in Power Stocks Moves From Nuclear to Plain Natural Gas (wsj)
  7. Tesla Stock Rose, but Not Enough to Avoid Its 2nd Worst Month on Record (barrons)
  8. Uncertainty Hits the Dollar, Bond Yields. The Trump Trade Is Stuck. (barrons)
  9. America First? Not When It Comes to the Stock Market. (barrons)
  10. A Value Investor’s Thoughts On DeepSeek And The Next Phase Of AI (forbes)
  11. UK small caps ‘most unloved’ stocks in the world (ft)
  12. European stocks’ comeback (ft)
  13. Will the Consumer Pullback Endanger Economic Growth? Here’s What to Watch. (barrons)
  14. The first quarter is on track for negative GDP growth, Atlanta Fed indicator says (cnbc)
  15. DeepSeek Reveals Theoretical Margin on Its AI Models Is 545% (bloomberg)