Channel NewsAsia – CNA Singapore Radio Appearance – Thomas Hayes – Chairman of Great Hill Capital – May 5, 2025
Where is money flowing today?
Indicator of the Day (video): S&P 1500 Advance Decline %
Quote of the Day…
Be in the know. 15 key reads for Monday…
- You’re More Like Warren Buffett Than You Think (wsj)
- How Warren Buffett Changed the Way Investors Think of Investing (nytimes)
- What Warren Buffett Learned From His Biggest Hits—and Misses (wsj)
- CEOs Celebrate Buffett as He Calls a Close on 5,500,000% Run (bloomberg)
- Warren Buffett to Remain Berkshire Hathaway Chairman (wsj)
- Disney’s Marvel Takes Top Spot at Weekend Box Office (barrons)
- Trump Calls for 100% Tariff on Movies Made Overseas (wsj)
- Trump Suggests Some Trade Deals May Come as Soon as This Week (bloomberg)
- Trump Won’t Fire Powell, But He Wants a Rate Cut (barrons)
- Hartnett: Market Now Expecting Trump Pivot To “Lower Tariffs, Lower Rates, Lower Taxes” (zerohedge)
- Trump Says He’s Willing to Lower China Tariffs at Some Point (bloomberg)
- Malaysia Seeks to Bring US-Imposed Tariffs Down to Zero in Talks (bloomberg)
- Strategists optimistic on China even as US-China trade war climbdown looks far off (reuters)
- Goldman: Upside massively under-priced (zerohedge)
- “Better Than Cash”: PayPal Announces Plans to Revolutionize In-Store Payments in Germany (paypal)
Indicator of the Day (video): NASDAQ – Eakle Advance Decline Index
Quote of the Day…
Be in the know. 18 key reads for Sunday…
- Warren Buffett Plans to Step Down as Berkshire CEO at Year-End (wsj)
- Why There Will Never Be Another Warren Buffett (wsj)
- Read the WSJ’s Early Coverage of Warren Buffett (wsj)
- Warren Buffett, on Stage at Berkshire Meeting, Defends Global Trade (wsj)
- Who Is Greg Abel, the Man Preparing to Take Over for Warren Buffett? (wsj)
- Warren Buffett has created a $348bn question for his successor (economist)
- U.S. auto sales up 10.0% in April on rush demand, inventory decline and price hikes concerns going forward (marklines)
- Ford CEO does the math on Trump’s auto tariffs (npr)
- GM to increase production in existing U.S. plants, hold pricing steady (marklines)
- April Auto Sales: How Tariffs Shaped the Market (coxauto)
- eBay and Etsy are relatively confident despite tariff pressures (techcrunch)
- China’s Ant Group plans to list overseas unit in Hong Kong, report says (reuters)
- Can Starbucks be turned around? (economist)
- Big tech has a big Trump problem (economist)
- The trouble with MAGA’s manufacturing dream (economist)
- 69 housing markets where higher inventory is tipping scales to buyers (fastcompany)
- The 4 bucket-list trips that any cultured golfer needs to take (golfdigest)
- The Ferrari 296 just got a lot more Speciale (classicdriver)