Be in the know. 13 key reads for Tuesday…

  1. China Q1 GDP grows 5.3%, more than expected (streetinsider)
  2. How Legatum Succeeds at Generating Capital, Ideas, and Helping People Prosper (barrons)
  3. Bank of America tops estimates on better-than-expected interest income, investment banking (cnbc)
  4. BofA Beats Estimates for Trading and Profit Even as Costs Soar (bloomberg)
  5. China’s Economy, Propelled by Its Factories, Grew More Than Expected (nytimes)
  6. China’s Rising Youth Unemployment Needs Attention, Official Says (bloomberg)
  7. Alibaba strengthens commitment to open-source development of AI model (scmp)
  8. European bank stocks are a better bet than U.S. peers, says JPMorgan (marketwatch)
  9. What If Fed Rate Hikes Are Actually Sparking US Economic Boom? (bloomberg)
  10. Why the Dollar Is Causing Chaos in Emerging Markets (bloomberg)
  11. New York Tops Destinations for Relocating Tech Workers (wsj)
  12. Boeing defends 787 Dreamliner safety after whistleblower allegations (cnbc)
  13. Stock-market pullbacks are price of admission. Historically, markets rise afterwards, this strategist says. (marketwatch)

Be in the know. 52 key reads for Monday…

  1. The Best Chinese Stocks to Buy (morningstar)
  2. Alibaba News Roundup: Alipay Sees Inbound Payment Surge; Hong Kong Consumers Score Festive Deals at Freshippo; Alibaba Cloud AI Assistant Helps Write Code (alizila)
  3. Chinese Stocks Advance as Beijing Renews Regulatory Support (bloomberg)
  4. Wharton legend Jeremy Siegel sees Tesla’s fall from grace in Wall Street’s ‘Magnificent 7’ as a sign of good market health (yahoo)
  5. Rory McIlroy is close to joining LIV Golf for a whopping $850,000,000 according to reports (sportskeeda)
  6. Want to play Augusta National? Here are 10 ways to get a tee time (golf)
  7. Boeing’s CEO search has a new front-runner—and insiders say it could mean a radical change for the $104 billion ailing planemaker (yahoo)
  8. Masters 2024: The clubs Scottie Scheffler used to win at Augusta National (golfdigest)
  9. Energy grid faces demand strains from AI, EVs: Generac CEO (yahoo)
  10. Retail sales rose sharply in the first quarter — and could boost U.S. GDP (marketwatch)
  11. Wall Street Powers Goldman to Higher Quarterly Earnings (wsj)
  12. What Higher for Longer Means for the Stock Market (wsj)
  13. Inside the Controversial Bid to Buy the Studio Behind The Godfather and Top Gun: Maverick (vanityfair)
  14. The United States exported a record volume of natural gas in 2023 (eia)
  15. To Answer the Question of Why I Invest in China (Ray Dalio)
  16. JP Morgan Annual Letter (Jamie Dimon)
  17. 4 Undervalued Stocks That Just Raised Dividends (morningstar)
  18. The Best Technology Stocks to Buy (morningstar)
  19. Citigroup Earnings: Laser Focus on Expenses Needed to Achieve Long-Term Targets (morningstar)
  20. 3 Cheap Stocks to Watch in the Fight Over Sports Streaming (morningstar)
  21. The Crazy Swing That Made Scottie Scheffler a Two-Time Masters Champion (wsj)
  22. Here’s What Higher for Longer Means for the Stock Market (wsj)
  23. The Home-Solar Boom Gets a ‘Gut Punch’ (wsj)
  24. Steve Mnuchin seeks AI partner to rebuild TikTok’s algorithm in takeover bid: sources (nypost)
  25. Iran’s Attack on Israel Sparks Race to Avert a Full-Blown War (bloomberg)
  26. Why Car Insurance Keeps Getting More Expensive (bloomberg)
  27. There’s a global shortage of stocks that will backstop the market for the foreseeable future (businessinsider)
  28. 3 Facts That Help Explain a Confusing Economic Moment (nytimes)
  29. The 25 Best Restaurants in Boston Right Now (nytimes)
  30. A Huge Number of Homeowners Have Mortgage Rates Too Good to Give Up (nytimes)
  31. UK’s Smaller Stocks Are Ripe for a Catchup as Profits Reignite (bloomberg)
  32. The U.S. Is Trying to Cripple Russia’s Vast Arctic LNG Project (wsj)
  33. The New, More-Hopeful Face of Alzheimer’s Disease (wsj)
  34. April Monthly Option Expiration Week – DJIA Up 33 of Last 42 (almanactrader)
  35. Meet The New AI-Robot Billionaire (forbes)
  36. Michigan Consumer Sentiment Moves Sideways for 4th Straight Month (advisorperspectives)
  37. Weekly Leading Economic Index (advisorperspectives)
  38. Nike’s boss says remote work was hurting innovation, so the company realigned and is ‘ruthlessly’ focused on building a disruptive pipeline (fortune)
  39. Car of the Week: This Restored 1962 Mercedes-Benz 300 SL Roadster Could Be Yours for $2.6 Million (robbreport)
  40. The 9 Best Vintage Ferraris Ever Made (robbreport)
  41. The 20 Most Expensive Cities in the US—And Why They Might Be Worth It (architecturaldigest)
  42. Google goes all in on generative AI at Google Cloud Next (techcrunch)
  43. 2024 Aston Martin DB12 Volante First Drive Review: Possibly the Best Aston, Roofless (thedrive)
  44. Apple iPhone Shipments Drop 10% in First Quarter (barrons)
  45. Intel Has Slumped This Year. Why One Analyst Sees a Rebound Ahead. (barrons)
  46. Cisco Stock Gets Upgraded to Buy. Why Wall Street Is Abuzz. (barrons)
  47. Defense Stocks Haven’t Rallied, but There’s Opportunity (barrons)
  48. What do the royals do all day, anyway? (npr)
  49. Why companies spin off (npr)
  50. Hal Lawton on Tractor Supply’s Phenomenal Growth (bloomberg)
  51. Former auto executives warn electric vehicle push happened ‘too soon and too fast’ (foxbusiness)
  52. Meta’s AI chief: LLMs will never reach human-level intelligence (tnw)

Be in the know. 15 key reads for Sunday…

  1. Third Point, Saddle Point win board seats at Advance Auto Parts. A plan to improve margins may unfold (cnbc)
  2. Generac Eyes Power Deals With $1 Billion to Spend (bloomberg)
  3. Texas Warns of Possible Power Emergency Next Week (bloomberg)
  4. High Rates Have Been a Profit Machine for Banks. Not Anymore. (wsj)
  5. China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD (wsj)
  6. China Exports Rise as Trade Tensions Mount (wsj)
  7. The 18 Handicap Who’s Spending Billions on Golf (wsj)
  8. Two Brothers, a Big Biotech Bet and an $8 Billion Payout (wsj)
  9. Warehouse Rents Slipping on Declining Demand (wsj)
  10. Iran Launches Drone and Missile Attack at Israel (wsj)
  11. Tiger Woods’s Record-Breaking 23-Hole Marathon (wsj)
  12. Who can run Disney? The four insiders competing for Bob Iger’s job (ft)
  13. The pound is no longer so vulnerable (ft)
  14. The Golf Apps and Gear Changing Our Love of the Game (bloomberg)
  15. The stunning strength of the US economy means the soft landing may already be here, Evercore founder says (businessinsider)