Be in the know. 12 key reads for Monday…

  1. Alibaba’s CFO Sees Multiple Ways To Boost Shareholder Value Beyond Share buybacks (alizila)
  2. Investors Are Too Spooked by Washington’s PBM Crackdown (wsj)
  3. Advance Auto Is in Low Gear. It Needs to Upshift Fast. (barrons)
  4. Humana Stock Is a Bet on Healthcare for Seniors (barrons)
  5. Bank Stocks Are Beaten Up. Is Now a Buying Opportunity? (barrons)
  6. See the giant tuna that broke a rod in half during 2-hour fight with Texas fishermen (nypost)
  7. The Value of Regional Banks (nytimes)
  8. OPEC+ Makes Shock Million-Barrel Cut in New Inflation Risk (bloomberg)
  9. Charlie Munger shares investing advice and slams stock-market gamblers in a newly surfaced conversation. Here are his 9 best quotes. (businessinsider)
  10. Brazil’s Lula says economy to grow ‘more than pessimists think’ (reuters)
  11. Intel stock gets an upgrade from longtime bear: ‘We hate this call but think it’s the right one’ (marketwatch)
  12. ‘Son of a Sinner’ Jelly Roll reigns at the Country Music Television awards show (npr)

Be in the know. 16 key reads for Sunday…

  1. From Boat Chases to Martini Classes, These James Bond-Themed Vacations Will Immerse You in the World of 007 (robbreport)
  2. Why EV owners are getting grumpy about home charging (marketwatch)
  3. 3M – “This stock is currently uninvestable,” RBC Capital Markets analyst Deane Dray said in a phone interview. (bloomberg)
  4. Tiger Global Looks to Rebound From a Disastrous 2022 (institutionalinvestor)
  5. Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence (youtube)
  6. Buffett’s Other Guru (humbledollar)
  7. REITs Are Getting Caught Up in the Wave of Banking Fear (morningstar)
  8. 10 Undervalued Wide-Moat Stocks (morningstar)
  9. Ken Kencel on the Rise of Private Capital (bloomberg)
  10. JPM Head Of Cash Trading: “Bears Are Beginning To Pivot… We’re Seeing The Early Stage Of A Hedge Fund Risk-On Chase” (zerohedge)
  11. Meet The 2024 Lamborghini Revuelto, The Most Powerful Raging Bull Ever (maxim)
  12. Transcript: Matt King Sees a $1 Trillion Liquidity Drain Coming to Markets (bloomberg)
  13. Barclays Strategist Joe Abate Sees A ‘Second Wave’ of Deposit Outflows Coming for Banks (bloomberg)
  14. Masters 2023: We’ve used 20 years of data to create the perfectly average Masters champion (golfdigest)
  15. 10 Best Spa Resorts 2023 (worth)
  16. How does the Federal Reserve’s discount window work? (npr)

Be in the know. 15 key reads for Saturday…

  1. Bearish Sentiment on Stocks Is Best Thing Rally Has Going for It (bloomberg)
  2. Deposits at Small U.S. Banks Stabilized Last Week (barrons)
  3. The Fed’s Preferred Inflation Gauge Cooled Notably in February (nytimes)
  4. Rolls-Royce’s CEO Has a Turnaround Plan. The Stock Is Revving Up. (barrons)
  5. There’s a simple reason why it’s very likely that the stock market bottomed in October (businessinsider)
  6. China’s Consumers Extend Economic Rebound From Pandemic (wsj)
  7. Google cuts lavish employee perks — including ‘micro-kitchens’ in push to save (nypost)
  8. TikTok hires ex-Obama officials, ex-Disney exec in trying to avoid US ban (nypost)
  9. ‘Big Short’ hedge boss was ‘wrong to say sell’ as Nasdaq 100 enters bull market (nypost)
  10. How we know the super-rich are finally clamping down on spending (nypost)
  11. The Big Read. China truce with business — for now (ft)
  12. Flood of cash into US money market funds could add to banking strains (ft)
  13. Macau Gaming Revenue Jumps to Three-Year High on Tourism Boom (bloomberg)
  14. David Einhorn regrets selling his early Apple stake, predicts the Fed will pull back in fighting inflation, and reveals he’s betting on AI in a new interview. Here are the elite investor’s 8 best quotes. (businessinsider)
  15. Morningstar: Buy these 10 cheap stocks that will maintain higher-than-average dividends as a looming economic slowdown makes it even harder to find strong returns (businessinsider)

Be in the know. 22 key reads for Friday…

  1. Jack Ma Engineered Alibaba’s Breakup From Overseas (wsj)
  2. This Week in China: Stock Market Starts to Believe in Recovery (bloomberg)
  3. Fed-Favored Inflation Gauge Rises by Less Than Forecast, Spending Moderates (bloomberg)
  4. BofA Says Investors Poured $508 Billion Into Cash This Quarter (bloomberg)
  5. 2023 has been bad for the bears. Here are 5 reasons why it’s going to get even worse. (marketwatch)
  6. Cornering Classic Cars (bloomberg)
  7. Mickey Drexler interview: Here’s what retailers could learn from Steve Jobs (nypost)
  8. Flight to Money Funds Is Adding to the Strains on Small Banks (bloomberg)
  9. How Moneyball Investing Ran Into a Data Squeeze Play (bloomberg)
  10. China’s Strong PMIs Show Economic Recovery Gaining Traction (bloomberg)
  11. Cooper Standard Honored by General Motors as Supplier of the Year (cps)
  12. Michael Burry Says He Was ‘Wrong to Say Sell,’ Congratulates Dip Buyers (bloomberg)
  13. Small Banks Are Losing to Big Banks. Their Customers Are About to Feel It. (wsj)
  14. Dungeons & Dragons’ Epic Quest to Finally Make Money (bloomberg)
  15. China’s chip industry will be ‘reborn’ under U.S. sanctions, Huawei says, confirming breakthrough (cnbc)
  16. The dollar slipped this quarter after surging in 2022. Its struggles could be a sign of things to come. (businessinsider)
  17. Ford just upped the price of electric F-150 Lightning pickup – again (usatoday)
  18. Billionaire investor Bill Gross says the Fed easing up in fighting inflation could fuel a rally in government bonds (businessinsider)
  19. China Home Sales Continue to Rise in Latest Sign of Recovery (bloomberg)
  20. U.S. consumer spending retreats in February; inflation cools (reuters)
  21. Chinese companies rush for U.S. listings ahead of new rules (reuters)
  22. Rolls-Royce replaces finance director as new chief shakes up top team (ft)