Be in the know. 14 key reads for Saturday…
- Will Ferrell Reunites with PayPal to Show All the Ways You Can Pay at Checkout (paypal)
- Americans flock to Chinese e-commerce apps DHgate, Taobao amid Trump tariffs (nypost)
- China Accelerates Budget Spending to Counter Tariff Woes (bloomberg)
- Chinese Premier Urges Officials to Think Outside the Box as Tariffs Bite (wsj)
- DeepSeek’s AI Surprised the World. China’s Universities Are the Talent Source. (barrons)
- Boeing Begins Flying Back Planes Destined for Chinese Airlines (bloomberg)
- Here’s where Trump’s trade deals with China, Europe, Japan and other countries stand (marketwatch)
- Carmakers Highlight American Roots in Bid to Influence Trump (nytimes)
- Powell Faces Pressure From the Markets and Trump Over Rates (nytimes)
- The flaky case for buying the dip (ft)
- What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (barrons)
- Trump to fast-track permitting for 10 mining projects across US (investing)
- Goldman’s Narrative For Big Dollar Down Moves In 3 Easy Steps (zerohedge)
- Jim Chanos on Who’s Getting Caught Swimming Naked | Odd Lots (youtube)
Indicator of the Day (video): Nasdaq Cumulative Volume Ratio 10
Quote of the Day…
Be in the know. 18 key reads for Good Friday…
- Trump Signals China’s Xi Has Reached Out About a Trade Deal. Here’s the Latest on Tariffs. (barrons)
- Xi’s No. 2 Signals Openness to Policy Shift as Tariffs Hit (bloomberg)
- How DeepSeek, deep pockets, and data centers are giving Asia an AI edge (fortune)
- How China’s Boeing Ban Threatens to Backfire on Its Own Plane Maker (wsj)
- Hong Kong Internet Stocks Shrug Off US Concerns (chinalastnight)
- Anxious Trading Partners Promise to Buy American to Stave Off Trump’s Tariffs (wsj)
- Donald Trump says US will ‘100%’ strike trade deal with EU (ft)
- Vietnam PM Hails ‘Unique Bond’ With US Days After Hosting Xi (bloomberg)
- The tariff crisis is not existential (ft)
- Etsy touts ‘shopping domestically’ as Trump tariffs threaten price increases for imports (cnbc)
- Exclusive: Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief, memo says (reuters)
- Americans Are Obsessed With Protein and It’s Driving Nutrition Experts Nuts (wsj)
- Trump Says Powell Is ‘Late on Interest Rates.’ Is the Fed Behind the Curve? (barrons)
- Deutsche Bank Sees More China Clients Sell US Assets for Europe (bloomberg)
- Amazon Is Better Prepared for the Trade War Than Investors Think (wsj)
- L’Oreal Sales Climb on Demand for Pricey Perfume, Make-Up (bloomberg)
- How Nvidia Plays Export Whack-a-Mole (wsj)
- Netflix Boasts That It’s Stable, Even in a Tough Economy (nytimes)
Hedge Fund Tips (PCN) – Position Completion Notification
Where is money flowing today?
Indicator of the Day (video): Emerging Markets VIX
Quote of the Day…
Money Show Appearance (Miami) – May 15-17, 2025
I will be speaking at the Money Show (Miami) May 17 at 12:15 (main stage) 1:45 (breakout room).
The topics of my conversation will be:
Turnaround Tom’s Top Stock Picks for 2H and Outlook
How the “Un-Investible” Became “Investable”
Other speakers include:
-Dan Ives
-Ed Yardeni
-Tom Lee
-Kathryn Vera
And more…
Get your tickets here: