Be in the know. 22 key reads for Saturday…

  1. Estée Lauder Director Bought the Stock Dip (barrons)
  2. Dollar Drops to 2025 Low as Data, Tariffs Dim Bullish View (bloomberg)
  3. Why Luxury Stocks May Soon Look Chic Again (barrons)
  4. Warren Buffett bought booze, pizza and pool stocks, ditched Ulta Beauty in Q4 (marketwatch)
  5. TSMC Considers Running Intel’s US Factories After Trump Team Request (bloomberg)
  6. The Dot-Com Bubble Burst 25 Years Ago. AI Could Be Next. (barrons)
  7. Intel Posts Best Week Since 2000 on Reports of Partnership (bloomberg)
  8. How the Stock Market Could Avoid a Bloodbath (barrons)
  9. 3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons)
  10. How the Market Learned to Stop Worrying and Love Tariffs (barrons)
  11. Intel has become a political pawn — but it may not need Trump or a deal with TSMC (marketwatch)
  12. Treasury yields end at one-week lows after surprisingly steep drop in retail sales (marketwatch)
  13. “Alcohol has been around for 5,000 years,” says Shufelt. “It’s probably premature to call an abrupt end to alcohol in any way. And we’re certainly not cheering for that.” (barrons)
  14. Disney insiders fume at CEO’s ‘capitulation’ to Trump on DEI, George Stephanopoulos: ‘I thought he had our back’ (nypost)
  15. Family Offices Bet on Nvidia Before $589 Billion DeepSeek Rout (bloomberg)
  16. Hermès Sales Jump as Label Outperforms During Luxury Slump (bloomberg)
  17. China Invites Jack Ma, DeepSeek Founder to Meet Top Leaders (bloomberg)
  18. I started an exclusive network for millionaires where membership costs $33,000 a year. Here’s what it’s like inside our meetings. (businessinsider)
  19. Recent cold snap results in fourth-largest withdrawal from underground natural gas storage (eia)
  20. The 4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing (morningstar)
  21. A Cheap Stock to Buy After Bad News That Really Wasn’t (morningstar)
  22. How the U.S. Dollar Has Performed, by President (1967-2025) (visualcapitalist)

Be in the know. 11 key reads for Friday…

  1. S&P Global Mobility projects US sales volumes to reach 16.2 million units in 2025 (athensceo)
  2. Cox Automotive is forecasting new light vehicle sales to continue to improve modestly in 2025, reaching 16.3 million by year’s end. (coxauto)
  3. Improved Operating Income and Positive Cash Flow Highlight Cooper Standard’s Fourth Quarter and Full Year 2024 Results (cooper standard)
  4. Intel Stock Is Climbing Like It Did Back in the ‘80s. Here’s What’s Driving Shares. (barrons)
  5. Alibaba Stock Surges on Apple Collaboration Reported. Why China Tech Is Back in Style. (barrons)
  6. Skeptics Circle European Stocks After $1 Trillion 2025 Rally (bloomberg)
  7. Auto Executives Try to Sway Trump on Tariffs, EV Subsidies (wsj)
  8. Renewed interest in China AI may offset US tariff concerns (bloomberg)
  9. Mortgage rates dip to lowest level of 2025, lifting hopes for spring home-buying season (marketwatch)
  10. Jack Ma Spotted Visiting Hema Store in Changsha, after Showing up at Alibaba HQ in Hangzhou (aastocks)
  11. Could see joint ventures between Intel and TSMC, says Patrick Moorhead (cnbc)

“Power Moves & Power Tools” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Tuesday, I joined David Asman on Fox Business “Varney & Co” to discuss OpenAI, DeepSeek, tariffs, and Alibaba. Thanks to Preston Mizell and Christian Dagger for having me on:

Watch in HD Directly on Fox Business News

Continue reading ““Power Moves & Power Tools” Stock Market (and Sentiment Results)…”