Where is the money flowing?
Be in the know. 25 key reads for Monday…
- What’s next for the stock market as investors grapple with Fed near ‘peak hawkishness’ (marketwatch)
- Xi Puts Ideology Before Economy With Market-Busting Lockdowns (bloomberg)
- PBOC cutting foreign exchange reserve requirements (marketwatch)
- 3 signs that recession fears are wildly overblown: Morning Brief (yahoo)
- Saudi Royals Are Selling Homes, Yachts and Art as Crown Prince Cuts Income (wsj)
- Twitter warms up to Musk’s deal after securing billions in funding (foxbusiness)
- Panic buying in Beijing stores amid COVID lockdown fears (reuters)
- Visualizing All Electric Car Models Available In The US (zerohedge)
- Steve Cohen On Making Trading “Harder Than It Has To Be” (zerohedge)
- China Lockdown Amps Up Inflation Scare for Global Markets (bloomberg)
- China Lowers Banks’ FX Reserve Ratio to Counter Yuan Weakness (bloomberg)
- China Allows Banks to Ease Financing for Distressed Developers (bloomberg)
- Meta Platforms (FB) Stock Selloff ‘Feels Overdone’ – Analyst (streetinsider)
- Blinken Declares Russian Operation Has “Failed” During Zelensky Meeting – Says US Diplomats Returning To Ukraine (zerohedge)
- Last Week Saw Largest Outflows From Equities Since the Start of This Year – BofA (streetinsider)
- The Big Read. The battle for Donbas: ‘the real test of this war’ (ft)
- Roblox is facing growing pains as it aims to expand beyond its 55 million users. Here’s an inside look at how it’s trying to appeal to millennials — and why its dark side could be a stark warning for the future of the metaverse. (businessinsider)
- Bearish Now, Bullish Later: How Investors Are Sizing Up Stocks (barrons)
- AMD Could Overcome Slowing Demand for Semis. It’s a Strong Buy, Analyst Says. (barrons)
- Netflix’s Failure Shows Why Sony and Lions Gate May Be the Best Stocks to Play Streaming (barrons)
- Apple Is the Last FAANG Standing. How Its Earnings Could Move the Market. (barrons)
- TikTok Is Disrupting the Digital Advertising Business. What It Means for Social Media Stocks. (barrons)
- Netflix and Disney Shares Fall Out of Favor—but Are They Bargains? (barrons)
- Why Nasal Sprays Are Poised to Be the Next Weapon for Fighting Covid (bloomberg)
- Pound’s Woes Just Beginning for Standard Bank on Recession Risks (bloomberg)
Be in the know. 41 key reads for Sunday…
- China’s tech crackdown backdown (npr)
- The 5-Hour Rule Used by Bill Gates, Jack Ma and Elon Musk (entrepreneur)
- This doesn’t look very recessionary (Sam Ro)
- Forbes World’s Billionaire’s List. Forbes World’s Billionaires List 2022 Forbes World’s Billionaires List. The Richest in 2022 (forbes)
- US Factory Activity Growth Highest in 7 Months (tradingeconomics)
- Fossil Fuels’ Forthright Defender (wsj)
- With intrepid Twitter bid, Elon Musk is in battle with naysayers (nypost)
- Forget Gas Prices. The Billionaire Club’s Run on Cobalt Says Everything About Our Battery-Powered Future (vanityfair)
- China Wants to Reopen Factories After Covid-19 Lockdowns. (wsj)
- Travel Spending Is Going Places for Card Companies (wsj)
- The Big Read. Are you still watching? Netflix and the future of streaming (ft)
- The Tech Bubble That Never Burst (nytimes)
- Censors in China Are Having a Hard Time Silencing All the Rage Right Now “People have lost trust in the government.” (futurism)
- Beware the ‘melt-up:’ Analysts say stocks may soar just before they collapse (cnn)
- Amid a storm in tech sector, Google is staying relatively dry and happy (marketwatch)
- Opinion: This will be a year for stock market traders — here are 12 companies to favor, says 40-year investing veteran Bob Doll (marketwatch)
- Stocks Will Shake Off Gloom and Shine, Defiance’s Jablonski Says (bloomberg)
- Cramer explains why seasoned technical analyst Larry Williams expects inflation to peak and the market to rally into June (cnbc)
- Private Chinese Online Retailer Stuns Apparel World With $100 Billion Valuation (forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- How to Charter a Superyacht: Everything You Need to Know About Booking a High-Seas Vacation (robbreport)
- ‘It’s Coming’: Inside the Race to Make Self-Docking Boats a Reality (robbreport)
- The World’s 6 Most Beautiful Buildings That Redefine Sustainable Architecture (architecturaldigest)
- Huya, Douyu begin layoffs amid tightening regulations on game livestreaming (technode)
- Automakers in China still face many hurdles as some resume production (technode)
- Britain’s ten-most hated shares (moneyweek)
- If you’re going to buy FANG stocks today, these are the three to focus on (moneyweek)
- Peugeot Aims To Make Racing History With Wild 9X8 Hypercar (maxim)
- Watch Tom Cruise Endure ‘Most Intense Film Training Ever’ While Flying F-18 In ‘Top Gun: Maverick’ Footage (maxim)
- classic jeep model gets a makeover: meet ‘the next wrangler’ by arjun kurunji (designboom)
- TikTok to the top (npr)
- Clean energy is buried at the bottom of abandoned oil wells (vox)
- Why Snapchat’s Product Is Booming (medium)
- Elon Musk talks Twitter, Tesla and how his brain works — live at TED2022 (ted)
- The Small Steps of Giant Leaps (fs)
- Thought Experiment: How Einstein Solved Difficult Problems (fs)
- What the Shanghai Lockdown Tells Us About China’s Future (project-syndicate)
- This Is the Challenge of Securing the Battery Supply Chain (bloomberg)
- The 1906 Dredging Law That May Be Holding Back the U.S. Economy (bloomberg)
- Business Travel Is Poised to Pick Up–But It Isn’t Back at Pre-Pandemic Levels Yet (inc)
- Why All the Billionaires Are Moving to Hawaii (townandcountrymag)
Be in the know. 20 key reads for Saturday…
- Defence stocks beat global market on expectations of higher spending (ft)
- Lotus Adds an S.U.V., With Eyes on Mainstream Appeal (nytimes)
- ‘Ozark’ cast says goodbye to show at ‘bittersweet’ premiere (usatoday)
- Meta Platforms (FB) Stock Selloff ‘Feels Overdone’ – Analyst (streetinsider)
- Starlink Could Be the Key to a $100 Million Valuation for Elon Musk’s SpaceX (barrons)
- com (JD) Considering Special Dividend, Announcement Seen as a Positive Surprise at Citi (streetinsider)
- Is Netflix cracking down on password sharing? Here’s what you need to know if you share an account (marketwatch)
- News in-depth. Twitter board in a bind as Elon Musk makes his move (ft)
- Alibaba joins Meta, Microsoft to share low-carbon technology patents (scmp)
- CSRC Recommends Raising Equity Allocations (chinalastnight)
- ‘Mr. Lithium’ Warns There’s Not Enough Battery Metal to Go Around (bloomberg)
- Bed Bath & Beyond Jumps on Possible buybuy Baby Bidders (barrons)
- JPMorgan Has Lost Some of Its Swagger. That’s Good for Investors. (barrons)
- Facebook Is Broken. Execs Say a Fix Won’t Come Fast. (barrons)
- Why Under Armour Stock Could Be a Slam Dunk (barrons)
- How the Pandemic’s Hot Stocks Cooled (wsj)
- Mark Zuckerberg’s metaverse mission frustrating some employees: report (com)
- Elon Musk, Bill Gates, and Jack Dorsey Took Personality Tests. Here Are the 3 Traits They All Share (inc)
- EU approves groundbreaking rules to police Big Tech platforms (ft)
- The Big Read. Are you still watching? Netflix and the future of streaming (ft)
Where is the money flowing?
Tom Hayes – Quoted in Reuters article – 4/22/2022
Thanks to Herb Lash for including me in his article on Reuters today. You can find it here: