Be in the know. 8 key reads for Sunday…

  1. What Trump Aims to Achieve With His New Tariff Plans (bloomberg)
  2. Stop Panicking Over Teens and Social Media (wsj)
  3. Retail investors pour $900mn into Nvidia as they chase ‘buying opportunity’ (ft)
  4. China Vows Measures Against US Tariffs, Threatens WTO Action (bloomberg)
  5. Here’s how tariffs on Canada, China and Mexico may impact U.S. consumers (cnbc)
  6. Canada and Mexico Move to Retaliate on Tariff Orders (nytimes)
  7. Trump’s Tariffs Put China in a Difficult Spot (nytimes)
  8. Ray Dalio | The All-In Interview (youtube)

Be in the know. 10 key reads for Saturday…

  1. Dollar General Is No Walmart. Buy the Stock Anyway. (barrons)
  2. Tech stocks have worst week in months after ‘nobody saw DeepSeek coming’ amid AI mania (marketwatch)
  3. Investors snap up stocks outside of the ‘Magnificent Seven’ in January (marketwatch)
  4. Tech giants to turn into ‘Lagnificent 7’ as U.S. exceptionalism peaks, say Bank of America strategists (marketwatch)
  5. Don’t count on ‘Magnificent Seven’ stocks repeating their winning streak this year, these Wall Street gurus warn (marketwatch)
  6. Intel’s forecast missed by a mile. Here’s why the stock is ‘numb’ to the problem. (marketwatch)
  7. Mexico, Canada Work Against the Clock to Avert Trump Tariffs (bloomberg)
  8. Canada Resorts to Chopper-Video Diplomacy to Halt Trump Tariffs (bloomberg)
  9. Fed’s Goolsbee Lauds Inflation Progress But Supports Slower Pace (bloomberg)
  10. Here’s what Trump’s tariff threats look like on the ground in China (cnbc)

Be in the know. 9 key reads for Friday…

  1. Intel Fourth-Quarter Sales Beat Estimates During Turnaround (bloomberg)
  2. Intel shows signs of progress (marketwatch)
  3. Don’t count on ‘Magnificent Seven’ stocks repeating their winning streak this year, these Wall Street gurus warn (marketwatch)
  4. Inside China, DeepSeek Provides a National Mic Drop Moment (nytimes)
  5. CVS Knows You Hate Those Locked Cabinets (nytimes)
  6. Why Chinese Tech Keeps Surprising the West (bloomberg)
  7. Nvidia retail investors told us why they’re unfazed by DeepSeek’s market disruption and refusing to sell (businessinsider)
  8. Novo Nordisk Shares Still Have a Long Road Back from 40% Slump (bloomberg)
  9. Markets (and the world) on edge as Trump’s tariff deadline approaches (yahoo)