Be in the know. 25 key reads for Tuesday…

  1. China Steps Up Stimulus With Infrastructure Bond Sales Quota (bloomberg)
  2. China Stocks Storm Back on Bets of Policy Support, Covid Shift (bloomberg)
  3. GOLDMAN SACHS: Buy these 18 deeply oversold stocks that have upside of at least 50% over the next year (businessinsider)
  4. CSRC renews call that firms buy back shares to boost prices amid sluggish market (scmp)
  5. Hong Kong stocks climb from 4-week low as China ends freeze on online games (scmp)
  6. What Record Consumer Credit Says About Inflation—and Recession (barrons)
  7. Looking for a Stock Boost? Just Wait for Earnings Season (bloomberg)
  8. China Starts Approving Videogame Licenses Again (wsj)
  9. The Number of Small Businesses Raising Prices Just Hit Another Record High (bloomberg)
  10. Elon Musk, Again an Outsider at Twitter, Emerges as Unshackled Wild Card for Company (wsj)
  11. Charlie Munger’s Daily Journal Slashed Its Stake in Alibaba Stock (barrons)
  12. This Is How an Elon Musk Twitter Takeover Could Work (bloomberg)
  13. Airports Clogged With Queues as Travel Rebound Strains Resources (bloomberg)
  14. This value fund manager is sticking with Netflix and Facebook’s parent — and has a new position in another megacap tech stock (marketwatch)
  15. EasyJet Summer Bookings Above 2019 Levels: The London Rush (bloomberg)
  16. Apple Poised to Boost Buybacks by $90 Billion, Citi Analyst Says (bloomberg)
  17. Oil Rebounds as Investors Assess China’s Easing Virus Lockdown (bloomberg)
  18. China’s Goal in Covid Zero Pursuit Shifts Amid Omicron Outbreak (bloomberg)
  19. China Tech Stocks Rise as Gaming Approval Lifts Sentiment (bloomberg)
  20. Chairman Yi Huiman’s Weekend Speech Positive (chinalastnight)
  21. Investors Turn Cautious on Consumer Debt (wsj)
  22. If Crypto Can’t Be Used to Evade Russian Sanctions, What Is the Point? (wsj)
  23. European Companies Plead China To Revise “COVID Zero” As Beijing Vows Stronger Policies To Reverse Economic Collapse (zerohedge)
  24. Twitter (TWTR) Staff ‘Super Stressed’ Over Elon Musk’s Decision Not to Join Board (streetinsider)
  25. Mark Zuckerberg says Meta will test selling virtual goods in the metaverse (cnbc)

Be in the know. 22 key reads for Monday…

  1. NetEase, Bilibili Jump in U.S. as China Ends Video Game Freeze (bloomberg)
  2. These 33 cheap stocks look like second-quarter bargains, according to Morningstar (businessinsider)
  3. Coronavirus: Shanghai declares 7,565 areas ‘low-risk,’ easing lockdowns in selected zones as symptomatic cases dip after six rounds of tests (scmp)
  4. Chinese delivery giant Meituan axes jobs as tech lay-offs mount (scmp)
  5. Why Stocks Are Rallying in the Midst of a War and Soaring Inflation (wsj)
  6. Investors Turn Cautious on Consumer Debt (wsj)
  7. What Happened at Tesla’s ‘Cyber Rodeo’—and Why It Mattered (barrons)
  8. Costco Is Challenging Amazon as the Most Richly Valued Retailer (barrons)
  9. JetBlue Just Got Upgraded, but Not Because Someone Likes the Spirit Offer (barrons)
  10. AT&T Stock Set to Rise After Completion of WarnerMedia Spinoff (barrons)
  11. Warren Buffett Loves Cheap Stocks. The HP Stake Is Proof. (barrons)
  12. Profit Margins Will Be Down in Earnings Season. When Buying Beaten-Up Stocks Makes Sense. (barrons)
  13. Pfizer’s New CFO Negotiated One of the Biggest Healthcare Deals in History. Is It a Sign of Things to Come? (barrons)
  14.  ‘Impossible’ Rory McIlroy finishes historic Masters round with unreal bunker shot (nypost)
  15. Elon Musk Rejects Twitter’s Offer to Join Board in Surprise Twist (bloomberg)
  16. Recession Risk Is Rising, Economists Say (wsj)
  17. The Mystery of the Missing Georgia Peach Ice Cream Sandwiches at the Masters (wsj)
  18. Citigroup Claws Its Way Back Into Saudi Arabia (wsj)
  19. SoftBank Leads $185 Million Round in Pax8 at $1.7 Billion Value (bloomberg)
  20. End of ECB Bond Purchases Not Priced In, Goldman Strategists Say (bloomberg)
  21. KB Home sets new stock repurchase program representing 11% of market cap (marketwatch)
  22. The Chinese companies trying to buy strategic islands (ft)

Be in the know. 12 key reads for Sunday…

  1. Billionaire Trader Ken Griffin Navigates A Flock Of Black Swans (forbes)
  2. Elon Musk Has a Disturbing Question About Twitter (thestreet)
  3. April’s Stellar Track Record (Almanac Trader)
  4. China Is Accelerating Its Nuclear Buildup Over Rising Fears of U.S. Conflict (wsj)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. Watch: You Can Now Take a Drone Tour of Tesla’s New Berlin Gigafactory (robbreport)
  7. Elon Musk Says Tesla Will Start Selling the Cybertruck Next Year (robbreport)
  8. Check Into The Most Exclusive New Resort In Mexico’s Riviera Maya (maxim)
  9. Here’s Your First Look At The New All-Electric DeLorean (maxim)
  10. Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs)
  11. Transcript: This Is Zoltan Pozsar’s Vision For Bretton Woods III (bloomberg)
  12. Move Over, Tennis: How Pickleball Became the Preferred Sport of The One Percent (townandcountrymagSS)

Be in the know. 28 key reads for Saturday…

  1. 99% of Buffett’s Wealth Came After Age 56 (dgi)
  2. Alibaba Stock Is Getting Hit by China’s Latest Covid Outbreak. 4 Reasons for Optimism.  (barron’s)
  3. Fintech Stocks Look Good to One Analyst. Here Are His 14 Picks. (barron’s)
  4. Tiger Woods bounces back from poor start to make cut at Masters (usatoday)
  5. Retail Crime Is Hurting Companies and Making Inflation Worse. What Investors Should Know. (barron’s)
  6. NYC’s best new restaurants: power lunches, hot scenes and date spots (nypost)
  7. Tesla May Start Mining Lithium as Musk Cites Battery Metal Cost (bloomberg)
  8. Tesla’s ‘Cyber Rodeo’ Was a Recruiting Event in a Party Hat (bloomberg)
  9. Hollywood Gets a New Giant (nytimes)
  10. Maker of $777,000 Flying Motorbike Prepares for IPO in Japan (bloomberg)
  11. Here’s What Happened at the Tesla ‘Cyber Rodeo’ in Austin (barron’s)
  12. Stocks Are Better Than Homes to Build Wealth (barron’s)
  13. U.S. recession indicator is `not flashing code red’ yet, says pioneering yield-curve researcher (barron’s)
  14. Why Carlyle Group Moved Beyond Private Equity (barron’s)
  15. The Legend of Li Lu (allocatorsasia)
  16. Stock Splits Actually Work—Just Not for the Reason Everyone Thinks (barron’s)
  17. HP Stock Got a Buffett Boost. Why It’s Still a ‘Screaming Buy.’ (barron’s)
  18. Shanghai’s Omicron Outbreak Corners Chinese Leader (wsj)
  19. Global regulatory body warns on liquidity risks in corporate debt (ft)
  20. 2 top strategists at $2.6 trillion UBS break down why housing bubble concerns could be overblown — but also advise buyers against trying to time the market (businessinsider)
  21. Ron Insana: Peter Thiel’s ‘sociopaths’ know something he doesn’t (cnbc)
  22. The Huge Endeavor to Produce a Tiny Microchip (nytimes)
  23. Yield Curve Inversions and SPX Returns (quantifiableedges)
  24. Why Utilities Stocks Look Risky Today (morningstar)
  25. Why Citigroup’s Stock Is a Top Pick (morningstar)
  26. Oaktree Capital’s Howard Marks on Globalized Markets and the Impact of Russia’s Invasion of Ukraine (Wharton)
  27. 10 Value Investing Books That Makes You As Smart as Warren Buffet (medium)
  28. Jamie Dimon letter to Shareholders (jpm)