Be in the know. 12 key reads for Monday…

  1. Wall Street’s biggest bear flips, raises S&P 500 price target by 20% (yahoo)
  2. Deck Maker’s $450 Million Bet on America’s Renovation Boom (wsj)
  3. Alibaba Shares Rise as Investors Grow Confident in Long-Term Outlook (wsj)
  4. ‘Dumb Money’ Loses $13.1 Billion In Latest GameStop Stock Mania (investors)
  5. Chinese stocks see ‘golden cross’ in latest sign rally could continue (marketwatch)
  6. <Research>G Sachs Raises 12-Mth Target of MSCI China Index to 70 pts, CSI 300 to 4,100 pts (aastocks)
  7. BABA’s Taobao Tmall ‘618’ To Offer RMB200B Rapid Repayment Quota to Merchants (aastocks)
  8. Will China’s plan for housing buys help smooth the road to economic recovery? (scmp)
  9. China’s capital markets set for ‘renewed growth for many years to come’ after Beijing’s rescue actions: investors (scmp)
  10. Florida’s 125% Surge in Property-Insurance Bills Sows Havoc (bloomberg)
  11. Opinion: Corporate insiders at these companies are telling us that consumers are cruising (marketwatch)
  12. Dollar rally falters as falling inflation raises hopes of rate cuts (ft)

Be in the know. 7 key reads for Sunday…

  1. S&P Profit Recovery Revs Up on Big Tech and Strong Consumer (bloomberg)
  2. Google Is Hitting Back in the AI Race. Travel Could See the First Big Change. (barrons)
  3. AI companies seek big profits from ‘small’ language models (ft)
  4. The PBOC (“Big Momma”) Releases Real Estate Policy Bazooka, Week in Review (chinalastnight)
  5. China abolishes mortgage floor rates, cuts minimum down payment ratios to boost property market (cn)
  6. How Spirit AeroSystems fits into Boeing’s rebound plan (cnbc)
  7. Can Google Give A.I. Answers Without Breaking the Web? (nytimes)

Be in the know. 15 key reads for Saturday…

  1. BlackRock’s Rieder: Federal Reserve Rate Cuts Needed to Tame Inflation (cnbc)
  2. Companies are leaning into opportunity in China (cnbc)
  3. China’s industrial output up 6.7 pct in April (cn)
  4. 3 Reasons to Buy Alphabet Stock Like There’s No Tomorrow (fool)
  5. Buy Nestlé Stock. Despair Is Turning to Hope. (barrons)
  6. A Cheap Dividend Aristocrat to Buy Before It Bounces Back (morningstar)
  7. Weekly Leading Economic Index (advisorperspectives)
  8. Inside Disney’s Hunt to Replace Bob Iger as CEO: Bibbidi Bobbidi Who Will It Be? (vanityfair)
  9. Alibaba sees steady revenue increase, GMV and order numbers on Taobao and Tmall return to double-digit growth track (technode)
  10. AI creates level playing field, can provide most people with equal opportunities, says Sundar Pichai (firstpost)
  11. The highs and lows of US rents (npr)
  12. Google Puts AI in Its Search Engine (inc)
  13. Charts with a message (scottgrannis)
  14. Alibaba Back on Growth Track with GMV Up Double Digits, Extra Dividend to Shareholders (alizila)
  15. Alibaba Overhauls Taobao Website Ahead of Revamped 6.18 Sale (alizila)

Be in the know. 17 key reads for Friday…

  1. Chinese vice-premier calls on cities to buy back residential land, unsold homes (scmp)
  2. China’s e-commerce market still has ‘ample room’ for growth: JPMorgan analyst (scmp)
  3. Emerging-Market Stocks Are Breaking Out, and Could Beat the S&P 500 From Here (barrons)
  4. China Attempts to End Property Crisis With Broad Rescue Package (bloomberg)
  5. Vietnam’s Economy Is Humming. 3 Growth Stocks to Play. (barrons)
  6. Utilities Are Meant to Be Sleepy. They’re the New Growth Stocks. (barrons)
  7. Is PayPal a Millionaire Maker? (yahoo)
  8. China Is Finally Getting Serious About a Housing Rescue (wsj)
  9. Walgreens and CVS Are Trying to Fix America’s Flailing Pharmacies (bloomberg)
  10. David Tepper Scoops Up Alibaba as Hedge Funds Hunt for Bargains in China (bloomberg)
  11. PBOC Earmarks $42 Billion for State Buying of Unsold Homes (bloomberg)
  12. Intel Inside Ohio (bloomberg)
  13. Canada Goose jumps 16% after the company reports growth surge in China (cnbc)
  14. China just unveiled the strongest remedies yet for its troubled housing market (businessinsider)
  15. Openwashing (nytimes)
  16. Alibaba rallies to 7-mth high as ‘Big Short’ investor Burry increases stake (streetinsider)
  17. ​​After bumping S&P 500 target, BMO is also turning more bullish on Canada (streetinsider)