Be in the know. 14 key reads for Mother’s Day…

  1. Trump Touts “Great Progress” In China Tariff Talks, Suggests “Total Reset” On The Table (zerohedge)
  2. Stakes Rise as U.S. and China Open Second Day of Trade Talks (wsj)
  3. AI will be the mainstay of Alibaba’s business in next 3-5 years, chairman Joe Tsai says (scmp)
  4. Why the World Keeps Getting Shocked by China’s Technological Progress (bloomberg)
  5. China’s May Day holiday travel rebounds with surge in domestic, inbound, and outbound activity (technode)
  6. Donald Trump is right to ditch Joe Biden’s chip-export rules (economist)
  7. Huawei and other Chinese chip firms are catching up fast (economist)
  8. Why Warren Buffett matters beyond Wall Street (npr)
  9. Warren Buffett has created a $348bn question for his successor (economist)
  10. America’s Largest Grid Operator Warns Of Summer Power Shortages (zerohedge)
  11. Two online retailers think they have the key to beating tariffs (yahoo)
  12. Buy the dip: the trend that keeps stocks from crashing (economist)
  13. Why The Classic Ferrari 275 Is More Coveted Than Ever (maxim)
  14. 5 collector cars to put into your garage this week (classicdriver)

Be in the know. 16 key reads for Saturday…

  1. Stockpickers: How investors can take a leaf out of Warren Buffett’s book (ft)
  2. Warren Buffett’s Unparalleled Investing Record—in Charts (wsj)
  3. Why the Fed Should Be Easing—Even In the Face of Tariffs (barrons)
  4. Ex Fed’s Warsh highlights a path to lower rates, takes a fresh dig at the Fed (reuters)
  5. Pain trades are inevitable (ft)
  6. China and US kick off high-stakes trade talks in Geneva (ft)
  7. Fear Of Economic Collapse Forced China To Negotiate With Trump, Quietly Reach Out First: Reuters Report (zerohedge)
  8. What to Watch During the U.S.-China Talks This Weekend (wsj)
  9. Jack Ma’s Alibaba visit and replica flat spark nostalgia over company’s humble start (scmp)
  10. Alibaba’s Quark, China’s most popular AI app, launches ‘deep search’ (scmp)
  11. Trump Says 10% Tariff Baseline Unless ‘Exceptional’ Offer Made (bloomberg)
  12. Extreme Heat Risks Summer Power Shortages, Warns Largest US Grid (bloomberg)
  13. Big Wall Street Comeback Is Upending a Slew of Bear Market Bets (bloomberg)
  14. ‘The Only Material Buyer Of This Dip Was Mr & Mrs Retail’; Goldman Macro Trader Sees ‘Path To Real Market Tailwinds’ (zerohedge)
  15. Boeing Stock Rises. Trump Was Right. (barrons)
  16. ESPN will call its forthcoming flagship streaming app simply ‘ESPN,’ sources say (cnbc)