- After more than a decade of little change, U.S. electricity consumption is rising again (eia)
- Data Centers’ Hunger for Energy Could Raise All Electric Bills (nytimes)
- 13 Energy Stocks to Buy Even as Oil Prices Fall, According to Roundtable Pros (barrons)
- Builder Stocks Shrug Off Bad Construction Data. Mortgage Rates Matter More. (barrons)
- U.S. Housing Starts Ticked Up in April (wsj)
- Hedge Fund Insider Sees Dollar Rout as Biggest Players Eye Exit (bloomberg)
- What a Weaker US Dollar Means for the Economy (bloomberg)
- Businesses Made a Big Tax-Cut Request. Republicans Said Yes—and Then Some. (wsj)
- Value investing is poised to rise from the dead (reuters)
- There’s a big disconnect between US economic vibes and what the data actually says (marketsinsider)
- Elite CEOs Don’t Need Earnings Guidance (wsj)
- Why Small Cap Stocks Are Ready For A Rebound (forbes)
- Push To Exempt Treasuries From Liquidity Ratio Is Boon For Bond Rally (zerohedge)
- Here’s What Hedge Funds Bought And Sold In Q1: 13F Summary (zerohedge)
- Trump Says He’s Willing to Travel to China for Xi Meeting (bloomberg)
- Alibaba Earnings: Results In Line, With Cloud Business to Drive Growth (morningstar)
- Vietnam steps up talks with US to reduce hefty tariff (reuters)
- U.S. Credit Gets Downgraded by Moody’s, the Last Triple-A Rating (barrons)
- U.S. Won’t Prosecute Boeing Over 737 MAX Crashes, WSJ Reports (barrons)
Be in the know. 19 key reads for Saturday…
