The “The David Lin Report” Podcast – Thomas Hayes – Chairman of Great Hill Capital – November 15, 2024
Indicator of the Day (video): Nasdaq Market Thrust
Quote of the Day…
Be in the know. 22 key reads for Saturday…
- Ant Group’s quarterly profit nearly triples (reuters)
- Alibaba’s quarterly profit surges 58% on strong cloud, e-commerce growth (scmp)
- A $7 Trillion and Growing Cash Pile Defies Wall Street Skeptics (bloomberg)
- Alibaba echoes Tencent, JD in voicing optimism on the economy (bloomberg)
- China’s Other Growth Engine Fires Up — Just in Time (bloomberg)
- China Stimulus Boosts Domestic Consumption as Trump Tariffs Loom (bloomberg)
- BABA-W CEO More Confident in Core Biz than Ever (aastocks)
- BABA-W Buys back 414M Ordinary Shrs with US$4.1B in 2FQ (aastocks)
- BABA-W Reportedly Weighing US$5B Bond Offering (aastocks)
- Retail sales jump as consumers keep spending (yahoo)
- Disney is turning record parks profits — even before its big expansions (cnbc)
- RFK Jr. is not a fan of weight-loss drugs or vaccines. Stocks are tanking. (marketwatch)
- The Fed interrupted the stock market’s Trump rally. What comes next. (marketwatch)
- Oil Stocks Have Been Hot Since Trump’s Election. The Good Times Could End Soon. (barrons)
- Centene CEO Sarah London Bought Up the Slumping Stock (barrons)
- Wait, Are We All Watching Podcasts Now? (wsj)
- The Musk-Ramaswamy Project Could Be Trump’s Best Idea (wsj)
- Gary Vaynerchuk has some tough love for those who don’t embrace AI: Ride this wave or put your head in the sand and let it kill you (nypost)
- China’s Stock Rally Is Feeding a Casino Frenzy Among Amateur Investors (bloomberg)
- China is willing to be partners, friends with the U.S., Chinese envoy says (cnbc)
- New 4,000ft New York skyscraper ‘Big Bend’ could become longest building in world (ladbible)
- Jake Paul vs. Mike Tyson fight live updates: Paul wins in absolute snoozer (nypost)
Where is money flowing today?
Quote of the Day…
Be in the know. 12 key reads for Friday…
- US Retail Sales Increase on Autos in Start to Holiday Season (bloomberg)
- Ulta Beauty Stock Drops. Berkshire Soured on the Shares Quickly. (barrons)
- Alibaba’s Torrid Global Growth Helps Mask China Consumer Anemia (bloomberg)
- Alibaba Stock Climbs After Earnings. AI Demand Is Riding to the Rescue. (barrons)
- Manufacturing activity surges in New York region to highest level in nearly three years (marketwatch)
- Retail sales climb again ahead of holiday shopping season. U.S. economy still has momentum. (marketwatch)
- Disney’s Earnings Outlook Rises as Streaming Unit Posts Gains (wsj)
- Powell Says Solid Economy Allows Fed to Consider Rate Cuts ‘Carefully’ (wsj)
- China’s Economy Picks Up, but Still Needs More Help (wsj)
- The Fastest Airport Security Line You Don’t Know About (wsj)
- Holy cow, Batman! The Christian Bale Batmobile is being built for home use — but you need Bruce Wayne money to own it (nypost)
- Disney Paints a Rosy Picture for Coming Years (nytimes)