Be in the know. 12 key reads for Monday…

  1. Hong Kong Tech ETF Draws Record Bets as Investors Defy Jitters (bloomberg)
  2. Goldman Traders See Signs Hedge Funds Are Capitulating on Stocks (bloomberg)
  3. Trend-following investors sell $190B in stocks, hit net short position: Goldman (investing)
  4. Earnings Hold Up, Even as Markets Waver (zerohedge)
  5. U.S. dividend funds draw strong flows as investors seek safety (reuters)
  6. Morgan Stanley’s Wilson Says S&P 500 Correction Nears End Stage (bloomberg)
  7. The market’s Iran war wobble has left world-beating U.S. stocks ‘extremely cheap,’ says Bill Ackman (marketwatch)
  8. Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait (cnbc)
  9. The Iran War Could Drag On. Where Investors Are Finding Winners Now. (barrons)
  10. GXO Expands Partnership with NHS England (gxo)
  11. BYD Signals It’s Confident Exports Will Beat 2026 Target By 15% (bloomberg)
  12. What Is Propelling the Fastest-Growing Metros? Plenty of Homes for Sale. (barrons)