Be in the know. 11 key reads for Tuesday…

  1. Alibaba Reorganizes To Unlock Value (alizila)
  2. Alibaba to Split Into Six Separate Groups in Biggest Shake-Up (wsj)
  3. Alibaba Co-Founder Jack Ma Returns to China After a Year Away (wsj)
  4. One for the Road: Alibaba’s Amap and Starbucks Launch Curbside Service in China (alizila)
  5. Chip Makers Face Choice Between U.S. and China (wsj)
  6. Disney Eliminates Its Metaverse Division as Part of Layoffs Plan (wsj)
  7. Alibaba Splits Into Six, Plans New IPOs in Historic Overhaul (bloomberg)
  8. History Says to Buy the Fed Pause. Should You? (bloomberg)
  9. Six Baby Babas Beats One Big Alibaba (bloomberg)
  10. Warren Buffett shakes off recession fears as he piles another $216 million into Occidental Petroleum stock (businessinsider
  11. Alibaba Shares Soar After Company Unveils Breakup Into Six Companies (zerohedge)

Be in the know. 10 key reads for Monday…

  1. China Central Government Is Borrowing at Fastest Pace on Record (bloomberg)
  2. China Minister Says Nation’s Recovery to Benefit US Firms (bloomberg) Why Chinese Apps Are the Favorites of Young Americans (wsj)
  3. Where Financial Risk Lies, in 12 Charts (wsj)
  4. First Citizens Said to Near Deal for Silicon Valley Bank (bloomberg)
  5. US Bank Deposits Decline by Most in Nearly a Year (bloomberg)
  6. Bond Traders Go All-In on US Recession Bets That Defy Fed View (bloomberg)
  7. Fed’s Kashkari Says Bank Strains Bring Risk of Recession Closer (bloomberg)
  8. Money market funds swell by over $286bn as investors pull deposits from banks (ft)
  9. Powell and Yellen struggle to calm nerves in banking crisis (ft)
  10.  Feds may throw struggling First Republic Bank a lifeline by expanding emergency lending program (foxbusiness)

Be in the know. 15 key reads for Sunday…

  1. US Mulls More Support for Banks While Giving First Republic Time (bloomberg)
  2. Why More Deals Are Likely After the Fall of Credit Suisse (nytimes)
  3. What’s eating Deutsche Bank? (ft)
  4. US banking stresses seem to be . . . easing? (ft)
  5. The 10 Best New Movies On Netflix In 2023: March Edition (forbes)
  6. How ChatGPT Is Fast Becoming The Teacher’s Pet (forbes)
  7. Analysts Point To Selected Regional Bank Stock Bargains, Including 7% Yielding Preferreds (forbes)
  8. Valley National bidding for Silicon Valley Bank, Bloomberg reports (reuters)
  9. The 2023 Dodge Challenger SRT Demon 170 Is ‘World’s Fastest, Most Powerful Muscle Car’ (maxim)
  10. Tencent returns to growth, expects AI to be major boost (technode)
  11. Inside a bank run (npr)
  12. Transcript: Where Stress Is Building in the $20 Trillion Commercial Real Estate Market (bloomberg)
  13. We grade Fed Chair Jerome Powell (npr)
  14. ChatGPT Can Now Browse the Web, Help Book Flights and More (cnet)
  15. Ford CEO on EV transition: ‘Batteries are the constraint’ (finance.yahoo)

Be in the know. 27 key reads for Saturday…

  1. The Fed is putting the economy in jeopardy by not prioritizing the stability of the banking system, Moody’s chief economist says (businessinsider)
  2. These charts suggest the U.S. 10-year Treasury yield’s uptrend has ended (marketwatch)
  3. Bank Chaos Tests Traders’ Nerves and Rewards Those Doing Nothing (bloomberg)
  4. White House worried over Janet Yellen’s fumbling of US bank crisis: sources (nypost)
  5. US Bank Deposits Decline by Most in Nearly a Year (bloomberg)
  6. 4 Undervalued Financial Stocks for the Long-Term Market (morningstar)
  7. Work-From-Home Era Ends for Millions of People (wsj)
  8. Billionaire Marc Lasry Sees More Money Leaving Regional Banks (bloomberg)
  9. Nearly $100 billion in deposits pulled from banks; officials call system ‘sound and resilient’ (cnbc)
  10. The Financial Sector Is Teetering On Historic Technical Support! (kimblechartingsolutions)
  11. Fed Data Show a Drop in U.S. Commercial Bank Deposits (barrons)
  12. Banks Are Borrowing at Financial Crisis Levels. What It Means. (barrons)
  13. Emerging Market Banks Are Holding Up. Watch These 6 Stocks. (barrons)
  14. SVB Sale Is Close. FDIC Seeking a Deal by Monday. (barrons)
  15. After the Bank Crisis Clears, Consolidation Looms (barrons)
  16. Centene Stock Is Way Down. The CEO Moves to Buy Shares of the Health Insurer. (barrons)
  17. Bard vs. ChatGPT vs. Bing: Why Google Restricted Its Chatbot (Exclusive) (wsj)
  18. Tim Cook praises Apple’s ‘symbiotic’ relationship with China (ft)
  19. Watch Chevrolet Camaro’s five-decade evolution in 45 seconds, GM to retire classic car (usatoday)
  20. David Deutsch and Naval Ravikant — The Fabric of Reality, The Importance of Disobedience, The Inevitability of Artificial General Intelligence, Finding Good Problems, Redefining Wealth, Foundations of True Knowledge, Harnessing Optimism, Quantum Computing, and More (#662) (timferriss)
  21. Top 10 Buys and Sells From Our Ultimate Stock-Pickers (morningstar)
  22. SVB Collapse; Biden vs Trump; Losing $400M on Netflix | Bill Ackman Full Interview (youtube)
  23. Why I never invest in bank shares (ft)
  24. IC Interviews: Joel Greenblatt (youtube)
  25. Billionaire David Tepper makes wager on Silicon Valley Bank debt (ft)
  26. Three Lectures by Warren Buffett to Notre Dame Faculty, MBA Students and Undergraduate Students (Tilson)
  27. Leon Cooperman on ‘Self-Induced’ Crisis, Federal Reserve (bloomberg)