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)