- Exclusive: US, China discuss farm goods, managed trade in ‘remarkably stable’ Paris talks-sources (reuters)
- Alibaba Plans Major Revamp to Heighten Focus on AI Profits (bloomberg)
- Alibaba Creates AI Tool for Companies to Ride China Agent Craze (bloomberg)
- Alibaba CEO takes helm of new AI-focused business group (reuters)
- Ant Is Said to Near Approval for Hong Kong Brokerage Acquisition (bloomberg)
- China’s Economy Off to Steady Start in 2026 Amid Lowered Expectations (wsj)
- Trump-Xi China summit may be delayed if Trump wants to stay in Washington for Iran war: Bessent (cnbc)
- Iran War Spurs Asia Interest in Importing US Energy, Burgum Says (bloomberg)
- What Iran Means for Oil and Defense Stocks. These Could Be the Next Opportunities. (barrons)
- A big buying opportunity is looming, say two of Wall Street’s biggest banks (marketwatch)
- Here’s why UBS thinks market volatility is no reason to exit equities (investing)
- Disney’s ‘Hoppers’ holds onto top spot at the box office ahead of Oscars (marketwatch)
- When Humanoid Robots Come to a Small-Town Factory (wsj)
- Industrials Lead S&P 500 Earnings Beat on Defense, AI Demand (bloomberg)
- It’s Not 2008: Morgan Stanley Counters Why Private Credit Risks Are Not Systemic (zerohedge)
Indicator of the Day (video): Health Care Advance Decline Percent
Quote of the Day…
Be in the know. 12 key reads for Sunday…
- Vans Warped Tour Wants To Rock Canada, Mexico And The U.S. This Summer (forbes)
- QXO dives into a tech overhaul (hbsdealer)
- Builders’ blueprint to tackle the US housing crisis (foxbusiness)
- More Sellers Test the Market, Hoping For a Spring Surge in Homebuyers (redfin)
- Access to Auto Credit in February Improves, Hits Three-Year High (coxauto)
- Jobs and War: the Fed needs to ease (scottgrannis)
- PayPal pivots for 2026 (paymentsdive)
- Tax Refunds Are Up So Far This Year. What It Means for Spending. (barrons)
- U.S. and China economic chiefs meet in Paris to clear path to Trump-Xi summit (cnbc)
- Hong Kong’s property market has turned (economist)
- China’s AI giants are handing out cash to lure in users (economist)
- CEOs Want to Be Like Warren Buffett, Right Down to His Shareholder Letter (wsj)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 334
Article referenced in VideoCast above:
“A Clean Bill of Health” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 334
Indicator of the Day (video): S&P Consumer Discretionary Stocks Above 200 EMA
Quote of the Day…
Be in the know. 19 key reads for Saturday…
- Disney’s new CEO has overseen a huge transformation of the Disney parks. Take a tour (cnnbusiness)
- Disney embraces TV’s TikTok-ification (yahoo)
- Trump orders agencies to cut red tape on homebuilding, mortgages (reuters)
- Trump Signs Housing Orders. Investors Seem to Want More. (barrons)
- Boeing Is Repairing 25 Max Jets After Wire Flaw Halts Deliveries (bloomberg)
- North Face President Caroline Brown to Exit (shopeatsurf)
- AI set to transform beauty industry from product discovery to retail shelves (investing)
- Why Barclays strategists prefer U.S. value stocks (investing)
- Fossil generation could rise with faster-than-expected growth in data center power demand (eia)
- U.S. natural gas production reached a new record in 2025 (eia)
- America Depends Less on Oil Than Ever (nytimes)
- US Begins Emergency Oil Reserve Release of 86 Million Barrels (bloomberg)
- Big Tech Stocks Have a Free Cash Flow Problem (barrons)
- Magnificent Seven Enters Correction as AI, Iran War Risks Mount (bloomberg)
- Consumer Sentiment Declined This Month, Per Michigan Survey (wsj)
- Federal Reserve to loosen capital requirements for big US banks (ft)
- China Travelers Make Record Number of Trips in Spring Holidays (bloomberg)
- China AI Startup Moonshot Snags Funds at $18 Billion Valuation (bloomberg)
- Greer Says US Seeks Stability in China Ties Ahead of Paris Talks (bloomberg)