- Ant Group poured nearly $3 billion into technology research in 2023, including AI (technode)
- Bank of Japan to trim bond buying, keeps rates steady (reuters)
- Why Investors Don’t Believe the Fed (nytimes)
- The Business of Being Lorne Michaels (nytimes)
- What does Peltz want from Rentokil? (ft)
- The Big AI Question: Are You Ready to Pay for It? (wsj)
- The World’s Highest-Paid Golfers 2024 (forbes)
- From Pro Surfing Lessons to Golfing in Paradise: 7 Unforgettable Experiences Straight From The Vault by Robb Report (robbreport)
- Ferrari Is Removing Built-In Nav Because Who Even Uses That (thedrive)
- These stock sectors have fallen so much they now look attractive, analyst says (marketwatch)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 243
Article referenced in VideoCast above:
What I’m Thinking About Now – Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 243
Article referenced in podcast above:
What I’m Thinking About Now – Stock Market (and Sentiment Results)…
Quote of the Day…
Be in the know. 11 key reads for Saturday…
- May Inflation Data Was ‘Very Good,’ Fed’s Goolsbee Says (barrons)
- Don’t Bet on Fed Rate Cuts. Do This Instead. (barrons)
- Hurricane Season Begins With a Deluge in Florida. Are Insurers Ready? (barrons)
- Treasury yields see biggest two- and three-week declines since December as bonds keep rallying (marketwatch)
- Consumer sentiment falls to 7-month low on worries over inflation and weaker incomes (marketwatch)
- Inflation is cooling — but Americans’ concerns about it are hotter than ever, by one measure (marketwatch)
- Bank of America wins upgrade on business lending, healthier balance sheet (marketwatch)
- Goldman Sachs Boosts S&P 500 Target on Upbeat Profit Outlook (bloomberg)
- It Turns Out Apple Is Only Paying OpenAI in Exposure (futurism)
- Jerry Seinfeld and Maria Popova (#746) (timferriss)
- Real Estate Investors Are Wiped Out in Bets Fueled by Wall Street Loans (bloomberg)