Be in the know. 30 key reads for Monday…

  1. BofA investment chief reveals his 2nd-half playbook: Buy dips in bonds, and sell stocks after the first rate cut (businessinsider)
  2. How Billionaires Bought 70% of Detroit’s Offices and Transformed the City (bloomberg)
  3. Ed Yardeni: We’re still in the early stages of a bull market (cnbc)
  4. Retail Earnings Season Is Done. Here Are 5 Big Takeaways. (barrons)
  5. China Caixin PMI Signals Faster Manufacturing Growth in Contrast to Official Gauge (wsj)
  6. Joe Tsai on Why Alibaba is All In on AI (alizila)
  7. <Research>BABA-SW Forecasts to Finish Dual Primary Listing at End-Aug; M Stanley Expects Southbound Inclusion in Sep Soonest (aastocks)
  8. China Needs Much More Central Government Debt, Key Adviser Says (bloomberg)
  9. OPEC+ Agrees to Extend Production Cuts in Bid to Boost Oil Prices (wsj)
  10. The U.S. Gave Chip Makers Billions. Now Comes the Hard Part. (wsj)
  11. Hong Kong stocks rally lead by Alibaba, Tencent after factory index surges (scmp)
  12. The Market Is Packed with ‘Pain Trades.’ How to Avoid Getting Hurt. (barrons)
  13. BofA Says Drop in US Tech Could Be Next Pain Trade for Equities (bloomberg)
  14. Corporations Learned The Maximum Amount They Can Charge For a Product (bloomberg)
  15. Lots More on the Troubled NYC Office Buildings Everyone’s Talking About (bloomberg)
  16. The Big Read. The transformative potential of computerised brain implants (ft)
  17. How the US Electricity Grid Squeezes Out Nuclear Power (bloomberg)
  18. How Online Sports Bettors Actually Make Their Money (bloomberg)
  19. Introduction to Probability and Statistics (mit)
  20. Using anecdotes to predict recessions (npr)
  21. Will Siri Become More Like ChatGPT? All Eyes on Apple’s WWDC (cnet)
  22. 14 Free Online Tools You Should Know About (gizmodo)
  23. 10 best Alfred Hitchcock movies, ranked (digitaltrends)
  24. How Does the European Union Work? (cfr)
  25. Don’t Believe the AI Hype (project-syndicate)
  26. From Mille Miglia to Mexico, these Ferraris battled with motorsport’s best (classicdriver)
  27. Rockefeller’s Giant Lives On. Energy Industry Mergers Are Resurrecting Standard Oil. (barrons)
  28. Stocks are up but investor behavior is ‘fragile.’ Is the bull market still in its early stages? (marketwatch)
  29. Mnuchin Chases Wall Street Glory With His War Chest of Foreign Money (bloomberg)
  30. China Ramps Up Warning On Bond-Buying Frenzy With PBOC Selling in Focus (zerohedge)

Be in the know. 12 key reads for Sunday…

  1. Intel Betting on AI Well Beyond Data Centers (wsj)
  2. Alibaba signs David Beckham as AliExpress global ambassador (technode)
  3. Companies Counter Pushback on Price Increases With Promotions (nytimes)
  4. Masters in Business: Jeffrey Sherman (bloomberg)
  5. How Rage, Boredom and WallStreetBets Created a New Generation of Young American Traders (bloomberg)
  6. Inside Kevin Costner’s $38 Million Horizon Gamble (gq)
  7. S&P Downgrades France Credit Rating to AA- (tradingeconomics)
  8. June Better in Election Years: Average Gains Range from 0.9% DJIA to 1.9% NASDAQ (almanactrader)
  9. Let there be gamma (ft)
  10. Dr Pepper Ties Pepsi as America’s No. 2 Soda (wsj)
  11. We Drove a Trio of Classic Ferraris, and Now They’re up for Grabs (robbreport)
  12. The 5 Most Exciting New Restaurant Openings of May (robbreport)

Be in the know. 12 key reads for Saturday…

  1. Carl Icahn reportedly owns sizable stake in Caesars, sending shares soaring (nypost)
  2. VF Corp. Is Hiring Former Lululemon Product Chief. Analysts Are Upbeat. (barrons)
  3. Boeing Executives Unlikely to Be Charged for 737 Max Crashes (bloomberg)
  4. Disney Is Banking On Sequels to Help Get Pixar Back on Track (bloomberg)
  5. Why you should buy the dip in stocks before next week’s jobs report, Fundstrat says (businessinsider)
  6. Nvidia Stock Falls. What Dell’s Earnings Mean for the Chip Maker. (barrons)
  7. The Chips Act Is Working. Why a Big Investor Is Bullish on U.S. Production. (barrons)
  8. Nike Stock Is at a Crucial Moment. A Comeback Hangs in the Balance. (barrons)
  9. Where to Find 7% Yields on Preferred Stock (barrons)
  10. Don’t fear the PCE. The recent market dip leaves stocks more likely to rally in coming days (marketwatch)
  11. Buybacks Reach $201 Billion, a Record for May, Data Show (bloomberg)
  12. Our U.S. summer natural gas consumption forecast for electric power matches 2023 record (eia)