Be in the know. 10 key reads for Saturday…

  1. The Iran War Is Making the American Economy More Dominant Than Ever (wsj)
  2. This Oil Shock Is So Big It Is Fueling a Turnaround in Energy Stocks (wsj)
  3. US Doubles Hormuz Guarantees to $40 Billion With New Partners (bloomberg)
  4. Fed still likely to cut rates in 2026 despite oil shock, Morgan Stanley says (yahoo)
  5. When Everything Feels Out Of Control, Value Investing Doesn’t (forbes)
  6. Why the stock market has struggled without Big Tech’s leadership (marketwatch)
  7. Tech Volatility May Just Be Getting Started. What Jittery Investors Can Do Right Now. (barrons)
  8. Thank You, Seniors. Healthcare Spending Is Pumping Up Economic and Job Growth. (barrons)
  9. Trump Seeks $1.5 Trillion for Military, the Largest Request in Modern History (wsj)
  10. From ‘Headline Fatigue’ To ‘Hope’: Goldman Strategists Tilt “Cautiously Optimistic’ (zerohedge)

Be in the know. 14 key reads for Good Friday…

  1. Hedge Funds Bail From Global Stocks at Fastest Pace in 13 Years (bloomberg)
  2. This Oil Surge Won’t Last. The Stock Market’s Bargains Won’t Either. (barrons)
  3. Markets are too aggressive on Fed hikes, Goldman says (streetinsider)
  4. Intel’s stock has been climbing — and this could be its next big catalyst (marketwatch)
  5. Intel Stock Rises as Big Tech Stumbles. What’s Driving the Gain. (barrons)
  6. Papa Johns debuts bold menu changes to win back customers (thestreet)
  7. Papa John’s rolls out carryout rewards as gas prices rise across US (usatoday)
  8. Toyota bets big on EVs and US manufacturing as tariff costs mount (yahoo)
  9. Cheap Chinese Cars Are Waiting on Detroit’s Doorstep (bloomberg)
  10. Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs (cnbc)
  11. Chinese traders shrug off volatility to buy Hong Kong stocks for third straight month (scmp)
  12. Chinese AI giants pivot toward proprietary models to drive revenue, performance (scmp)
  13. The Wealthy Investors That Powered Private Credit Are Rushing for the Exits (wsj)
  14. Top market researcher Ed Yardeni says the market bottom is in (youtube)