- So Much for Tariffs? Businesses Could Avoid Paying $250 Billion in Levies, Goldman Sachs Says. (barrons)
- Investors Bet Trump Will Make Europe Investable Again (wsj)
- Trump Tries to Forge ‘Golden Age’ Economy of Self-Reliance and Defiance (wsj)
- Business elites truly believe Trump could be on the verge of solving one of the world’s most difficult problems: The Ukraine War (com)
- The podcast bros who helped put Trump back in the White House (ft)
- ‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies (ft)
- How Canada Goose went from making Antarctic outerwear to selling luxury status symbols, and where it goes from here (businessinsider)
- 10 Best Cheap Stocks to Buy Under $10 (morningstar)
- The Cheat Sheet on Trump’s First Week (nytimes)
- 2021-2024 Textbook 4-Year Cycle in The Books (jeffhirsch)
- Javier Milei’s free-market shock therapy to transform Argentina’s economy gets huge endorsement as sudden growth rebound seen (fortune)
- How (un)popular is China’s Communist Party? (economist)
- The 18 Best New Supercars of 2025 (robbreport)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 275
Hedge Fund Tips with Tom Hayes – Podcast – Episode 275
Indicator of the Day (video): Elliot Wave Pattern Theory
Quote of the Day…
Be in the know. 22 key reads for Saturday…
- Dollar falls after Trump hints at softer stance on China tariffs (ft)
- Dollar Posts Worst Week in 14 Months as Tariff Risks Subside (boomberg)
- Diageo Weighs Options for Guinness in Portfolio Review (bloomberg)
- Will the Chinese Consumer Finally Start Spending? (bloomberg)
- Beacon Roofing Seeks Potential Rivals to QXO Takeover Bid (bloomberg)
- Dollar Posts Worst Week in 14 Months as Tariff Risks Subside
- Home Sales Had Their Worst Year Since 1995. There May Be a Silver Lining. (barrons)
- American Express Earnings Show Its Card Members Keep Spending. Why the Stock Is Falling. (barrons)
- Mid-Cap Stocks Have Been in the Shadows. Why 2025 Could Be Their Year. (barrons)
- Why Donald Trump Is Racing So Fast to Remake America (wsj)
- Beijing Signals Readiness to Talk to Trump’s Team, Even Old Foes (wsj)
- Burberry Sees Positive Signs as Turnaround Plan Continues (wsj)
- Trump Unleashes Surprise Global Rally by Backing Off Key Promise (bloomberg)
- China Welcomes Back Hollywood Films in Bid to Boost Spending (bloomberg)
- AI-Driven Power Boom Will Drive Demand 38% Higher on Top US Grid (bloomberg)
- AI, Stargate and China Were the Talk of Davos (bloomberg)
- Why the Stock Market Might Be at Peak Concentration Risk (bloomberg)
- AmEx CFO says spending picked up at year-end, thanks to millennials and Gen Z (cnbc)
- Stock Investors Like Trump 2.0 (wsj)
- US stocks at most expensive relative to bonds since dotcom era (ft)
- Beijing tells insurers to buy more Chinese stocks (ft)
- Why Boeing’s stock isn’t tumbling, even after an ‘eye-watering’ loss warning (marketwatch)
MoneyShow 2025 “Top Picks” Report (78 picks from 44 experts)…
This year I was invited to contribute to the MoneyShow “Top Stock Picks” for 2025. 44 experts contributed 78 picks.
You can download the report for free HERE: