- Cooper Standard Reports Continuing Year-over-year Margin Improvement in First Quarter 2024, Sees Upside to Full-year Guidance (cooperstandard)
- China’s Ant Group doubles down on global expansion with cross-border payments offering Alipay+ (cnbc)
- 10-year Treasury yield heads for fifth day of declines after buyers emerge (marketwatch)
- Einhorn Says Markets Are ‘Broken.’ Here’s What the Data Shows. (bloomberg)
- Overseas institutions encouraged to invest in domestic tech companies (peoplesdaily)
- Chevron CEO says natural gas demand will outpace expectations on data center electricity needs (cnbc)
- Why Disney Stock Is Down After Earnings Topped Estimates (barrons)
- The Stock Market Is Recovering. Why It Could Keep Gaining. (barrons)
- Pfizer Is Adding a Wall Street Analyst to Its C-Suite. What He Thinks the Company Needs to Do. (barrons)
- American Wagyu Is Drawing in a New Breed of Investors as Demand Grows (barrons)
- ‘Green Shoots’ Grow Out of Control on Wall Street (wsj)
- Buy stocks in May because inflation is set to plunge through the rest of 2024, Fundstrat’s Tom Lee says (businessinsider)
- The streaming future Disney promised is finally here as cable TV decays (cnbc)
- 3M Cut Its Dividend: It’s Time to Buy the Stock (yahoo)
- Disney CFO Hugh Johnston on Q2 results, strength of consumer and streaming growth (cnbc)
Where is money flowing today?
Indicator of the Day (video): Nasdaq percent of stocks PMO crossover buy signals
Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Tips (PCN) – Position Completion Notification
Be in the know. 10 key reads for Monday…
- A Rising Yen Is Good for Stocks. Here’s Why. (barrons)
- China’s stock market has staged a big rebound that’s poised to push on, strategist says (businessinsider)
- Slower Hiring Boosts Hopes of a Late-Summer Rate Cut (wsj)
- Full recap of Warren Buffett’s comments at the Berkshire Hathaway annual meeting: ‘I hope I come next year’ (cnbc)
- Warren Buffett says Berkshire Hathaway is looking at an investment in Canada (cnbc)
- Former CEO Howard Schultz says Starbucks needs to overhaul its customer experience (marketwatch)
- Boeing’s Starliner set for historic launch that will take two NASA astronauts into space (marketwatch)
- ECB rate cut case getting stronger, says chief economist Lane (reuters)
- Foxconn sees record April sales with 19% jump, offers positive Q2 outlook (scmp)
- China Stocks’ Rally Can Sustain for a Bit, Goldman Sachs Says (bloomberg)
Be in the know. 15 key reads for Sunday…
- Warren Buffett pays tribute to Charlie Munger on a ‘tough day’ for shareholders (finance.yahoo)
- AI Engineers Say They’re Burning Out as Bosses Whiplash From One Desperate Idea to Another (futurism)
- Alibaba Cloud brings AI video generator EMO to Tongyi Qianwen app (technode)
- Robert Kiyosaki’s Track Record on Predicting Stock Market Crashes (usnews)
- bruce wayne inspires automobili pininfarina in ‘gotham’ and ‘dark night’ electric hypercars (designboom)
- You Probably Won’t Ever Play In The NHL, Unless You’re Born In This Weird Strip Of Land (digg)
- U.S. Dollar Peaking… As Momentum Indicator Reaches Historic High! (kimblecharting)
- The Most Important Skill of the Future is Being ‘Indistractable’ (nirandfar)
- The walls of Apple’s garden are tumbling down (theverge)
- Not too hot, not too cold: a ‘Goldilocks’ jobs report (npr)
- How the Super Rich Are Developing Their Own Real Estate Markets (bloomberg)
- 40 Lessons From Michael Dell’s Extraordinary Career (inc)
- Buffett talks succession plan, pays tribute to Munger at annual meeting (foxbusiness)
- Bandon Dunes at 25: The groundbreaking Oregon resort keeps getting bigger (and better) (golf)
- The Ferrari 12Cilindri is the Daytona’s V12 spiritual successor (classicdriver)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 237
Article referenced in VideoCast above:
Powell’s, “Let There Be Light” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 237
Article referenced in podcast above:
Powell’s, “Let There Be Light” Stock Market (and Sentiment Results)…
Be in the know. 10 key reads for Saturday…
- How Crazy Would It Be If Warren Buffett Bought Boeing? (bloomberg)
- Treasury yields see biggest weekly drops in months as tepid April jobs report raises rate-cut hopes (marketwatch)
- Warren Buffett takes the stage at Berkshire Hathaway’s annual meeting: Live updates ()cnbc)
- What Will Warren Buffett Bet on Next? (nytimes)
- NYC is having a thrilling steakhouse boom — and these are the three best steaks (nypost)
- Berkshire Hathaway’s cash pile hits new record as Buffett dumps stocks (ft)
- Berkshire after Buffett: is Greg Abel up to the top job? (ft)
- The US could give homeowners a $980 billion stimulus at no additional cost (businessinsider)
- Why Banks These Days Are So Excited About Being Boring (bloomberg)
- Intel CEO Pat Gelsinger Picks Up Stock Near 2024 Low (barrons)