Be in the know. 15 key reads for Monday…

  1. You’re More Like Warren Buffett Than You Think (wsj)
  2. How Warren Buffett Changed the Way Investors Think of Investing (nytimes)
  3. What Warren Buffett Learned From His Biggest Hits—and Misses (wsj)
  4. CEOs Celebrate Buffett as He Calls a Close on 5,500,000% Run (bloomberg)
  5. Warren Buffett to Remain Berkshire Hathaway Chairman (wsj)
  6. Disney’s Marvel Takes Top Spot at Weekend Box Office (barrons)
  7. Trump Calls for 100% Tariff on Movies Made Overseas (wsj)
  8. Trump Suggests Some Trade Deals May Come as Soon as This Week (bloomberg)
  9. Trump Won’t Fire Powell, But He Wants a Rate Cut (barrons)
  10. Hartnett: Market Now Expecting Trump Pivot To “Lower Tariffs, Lower Rates, Lower Taxes” (zerohedge)
  11. Trump Says He’s Willing to Lower China Tariffs at Some Point (bloomberg)
  12. Malaysia Seeks to Bring US-Imposed Tariffs Down to Zero in Talks (bloomberg)
  13. Strategists optimistic on China even as US-China trade war climbdown looks far off (reuters)
  14. Goldman: Upside massively under-priced (zerohedge)
  15. “Better Than Cash”: PayPal Announces Plans to Revolutionize In-Store Payments in Germany (paypal)

Be in the know. 18 key reads for Sunday…

  1. Warren Buffett Plans to Step Down as Berkshire CEO at Year-End (wsj)
  2. Why There Will Never Be Another Warren Buffett (wsj)
  3. Read the WSJ’s Early Coverage of Warren Buffett (wsj)
  4. Warren Buffett, on Stage at Berkshire Meeting, Defends Global Trade (wsj)
  5. Who Is Greg Abel, the Man Preparing to Take Over for Warren Buffett? (wsj)
  6. Warren Buffett has created a $348bn question for his successor (economist)
  7. U.S. auto sales up 10.0% in April on rush demand, inventory decline and price hikes concerns going forward (marklines)
  8. Ford CEO does the math on Trump’s auto tariffs (npr)
  9. GM to increase production in existing U.S. plants, hold pricing steady (marklines)
  10. April Auto Sales: How Tariffs Shaped the Market (coxauto)
  11. eBay and Etsy are relatively confident despite tariff pressures (techcrunch)
  12. China’s Ant Group plans to list overseas unit in Hong Kong, report says (reuters)
  13. Can Starbucks be turned around? (economist)
  14. Big tech has a big Trump problem (economist)
  15. The trouble with MAGA’s manufacturing dream (economist)
  16. 69 housing markets where higher inventory is tipping scales to buyers (fastcompany)
  17. The 4 bucket-list trips that any cultured golfer needs to take (golfdigest)
  18. The Ferrari 296 just got a lot more Speciale (classicdriver)

Be in the know. 15 key reads for Saturday…

  1. Nike, Adidas, Puma, Steve Madden, Caleres + Dozens More Companies Urge Trump to Exempt Shoes From Tariffs in FDRA Letter (footwearnews)
  2. Vans Owner VF Corp. Confirms 400 More Layoffs Across the Company (footwearnews)
  3. Berkshire Stock Could Drop 99% and Still Top S&P 500 Over Buffett’s 60-Year Reign (barrons)
  4. Berkshire shareholders head to Buffett’s 60th annual meeting, economy top of mind (reuters)
  5. Trump’s Auto Tariff Relief Shields USMCA Auto Parts From 25% Tax (bloomberg)
  6. Commercial aircraft demand boosts US factory orders in March (reuters)
  7. U.S. natural gas inventories in underground storage ended winter at a three-year low (eia.gov)
  8. US adds surprisingly strong 177K jobs in April as labor market holds up in face of tariffs (nypost)
  9. Speculators Turn Most Bearish on the Dollar Since September (bloomberg)
  10. Even Marvel Knows Its Movies and Shows Need to Be Better (wsj)
  11. Beijing Weighs Fentanyl Offer to U.S. to Start Trade Talks (wsj)
  12. Europe’s first grid crisis may not be its last (ft)
  13. Visa, Mastercard, PayPal Fuel Agentic AI Commerce Boom (pymnts)
  14. Temu and Shein Will Feel ‘De Minimis’ Pain. So Will These U.S. Companies. (barrons)
  15. These 3 Oil Refiners Can Buck the Energy Downturn (barrons)