Tag: StockMarket

Be in the know. 16 key reads for Thursday…

  1. Building-Products Distributor QXO Clinches Deal for Beacon Roofing (wsj)
  2. China is tackling weak consumption with child care subsidies (cnbc)
  3. Boeing Sees Cash Flow Improve as Jet Factories Stabilize (bloomberg)
  4. Exclusive: Air India in talks for dozens of new widebody jets from Airbus, Boeing, sources say (reuters)
  5. BofA: Boeing’s March deliveries set for end of quarter surge (streetinsider)
  6. Fed Projections See an Economy Dramatically Reset by Trump’s Election (wsj)
  7. The Fed Pencils in 2 Rate Cuts. Anything Could Happen. (barrons)
  8. A Housing Expert Sizes Up the Outlook for Home Sales, Mortgage Rates, and Tariff Impacts (barrons)
  9. Is this the start of a period of European exceptionalism in markets? (ft)
  10. Hold the Obituary: Europe Comes to Life as U.S. Stumbles (wsj)
  11. US natural gas prices up on record flows to LNG export plants, cooler weather forecasts (reuters)
  12. Disney and Universal Prepare for a Theme Park Brawl. What’s at Stake in Orlando. (barrons)
  13. Temu-Owner PDD’s Revenue Misses Estimates as Expansions Slow (bloomberg)
  14. Nike’s Earnings Are Here. Expect News About Its Turnaround. (barrons)
  15. Signs of an Office Market Bottom: ‘The Worst Is Probably Over’ (nytimes)
  16. The Dream Team With a ‘Miracle’ Coach: Can Anyone Stop This Hockey Powerhouse? (wsj)

EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…

EXCLUSIVE: Cooper Standard (Ticker: CPS) Interview and Background

I had the pleasure to interview the Chairman and CEO of Cooper Standard – Jeff Edwards (CPS is one of our largest holdings).  I am very grateful to him for taking the time out and participating in this long-form format.  It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!

Continue reading “EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…”

Be in the know. 20 key reads for Wednesday…

  1. US Factory Production Rises by Most in a Year on Auto Output (bloomberg)
  2. Investors Are Ditching U.S. Stocks. When That Could Be a Buy Signal. (barrons)
  3. China markets are set to outperform Wall Street as U.S. exceptionalism comes to a pause (cnbc)
  4. China Banks Cut Consumer Loan Rates to Record Low to Spur Demand (bloomberg)
  5. Confidence in German economy surges as parliament approves huge spending plan (marketwatch)
  6. Tencent AI Plans Seen as Key for Further China Tech Stock Gains (bloomberg)
  7. Retail investors ditch buy-the-dip mentality during the market correction (cnbc)
  8. Big Tech’s data center boom poses new risk to US grid operators (reuters)
  9. The ‘Energy Transition’ May Be Disappearing, but Renewable Energy Isn’t (barrons)
  10. Why China is suddenly flooding the market with powerful AI models (ft)
  11. China Electric Vehicles Roar (Silently) (chinalastnight)
  12. Dollar Is In The Crosshairs As Europe Jumps US Ship (zerohedge)
  13. Japan Airlines to buy 17 more Boeing 737-8s (reuters)
  14. Ram Owner Wants to Bring Cheaper Pickup Back to US (bloomberg)
  15. Dell CEO explains why he thinks the PC refresh cycle is starting (cnbc)
  16. The North Face Just Took an Era-Defining ’90s Jacket Off Ice (gq)
  17. Nike Returns to Sports While Investors Impatiently Await Reset (bloomberg)
  18. 10 Best Value Stocks to Buy for the Long Term (morningstar)
  19. March Dot Plot to Highlight Fed Officials’ Outlook (wsj)
  20. Nvidia Was Once a Hot Stock, Why It’s Now Leaving the Market Cold. (barrons)