- Alibaba Returns to the Scene of the Crime (stockcharts)
- Alibaba Cloud’s Qwen2 with Enhanced Capabilities Tops LLM Leaderboard (alizila)
- Why the Recession Still Isn’t Here (wsj)
- Freshippo Launches Private Label at North American Supermarkets, Eyes Global Expansion (alizila)
- Hiring and Wages are Up, Reinforcing the Economy’s Resilience (wsj)
- World’s 50 best restaurants for 2024 revealed — and one NYC spot made the list (nypost)
- The Former Amazon Intern Now Running Its Profit Engine (wsj)
- Economic Data Paint a Picture of Two Americas (wsj)
- We’re Spending Billions on This Work-From-Home Indulgence (wsj)
- The Great AI Challenge: We Test Five Top Bots on Useful, Everyday Skills (wsj)
- What to Watch: The Best Movies and TV Shows From April (wsj)
- 11 Fascinating Facts You Didn’t Know About the Record-Busting Rimac Nevera (robbreport)
- Cher’s Ferrari Dino 246 Spider Is Up For Grabs (maxim)
- This Elite Anguilla Beach Resort Just Debuted A New Luxury Villa (maxim)
- Alibaba and JD see performance boost during 618 shopping festival (technode)
- Apple is reportedly ready to announce AI — in the most Apple way possible (mashable)
- How much national debt is too much? (npr)
- The First Ferrari 250 GT SWB California Spider Ever Built Is Going to Auction (roadandtrack)
- Tight money hasn’t hurt corporate profits (scottgrannis)
- Amazon Could Join the $3 Trillion Club. How It Could Happen. (barrons)
Indicator of the Day (video): Real Estate New High New Low %
Quote of the Day…
Be in the know. 5 key reads for Saturday…
- The Jobs Report Is Like a Box of Chocolates. Pick the Data You Like. (barrons)
- SL Green to start deploying $1 billion arsenal for New York real estate this year (marketwatch)
- 3M Stock Is Rising. Wall Street Sentiment Is Turning. (barrons)
- Stock Market Concentration How Much Is Too Much? (morganstanley)
- KraneShares’ Brendan Ahern on China’s Economic Landscape: Is It Still Investable? (mebfaber)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 242
Hedge Fund Tips with Tom Hayes – Podcast – Episode 242
Where is money flowing today?
Quote of the Day…
Be in the know. 13 key reads for Friday…
- Alibaba says new AI model Qwen2 bests Meta’s Llama 3 in tasks like maths and coding (scmp)
- US Payroll Gains and Unemployment Rate Both Pick Up at Same Time (bloomberg)
- China’s foreign goods trade picks up steam in first 5 months (cn)
- Economists expect realty bounce soon (cn)
- Payrolls Instant Reaction: A Schizophrenic Report (zerohedge)
- Has Lululemon Athletica Turned a Corner? Perhaps Not, Wall Street Says. (barrons)
- ‘The China equity trade is back’ and here are the stocks to pick, says SocGen (marketwatch)
- A look inside a $1 billion real-estate bet on the future of San Francisco (marketwatch)
- Three stocks now account for 20% of the S&P 500’s value. That’s making some investors nervous. (marketwatch)
- Opinion: S&P 500 is now giving a ‘buy’ signal and there’s strong support for a summer rally (marketwatch)
- Too soon for small caps? This money manager is picking up bargains. (marketwatch)
- ECB Cuts Interest Rates for First Time Since 2019 (wsj)
- Big US Job Gains Is Out of Sync With Recent Weaker Economic Data (bloomberg)
Tom Hayes – Quoted in Reuters article – 6/6/2024
Thanks to Chibuike Oguh for including me in his article on Reuters today. You can find it here: