Be in the know. 10 key reads for Monday…

  1. Dividend Stocks Made a Comeback in March (barrons)
  2. He Turned 55. Then He Started the World’s Most Important Company. (wsj)
  3. The overall PCE price index was in line with expectations (wsj)
  4. New Blood Thinners Will Prevent Blood Clots Without Causing Bleeding (wsj)
  5. Inside the deals being cut by lenders to stave off commercial real estate calamity (businessinsider)
  6. Malls were a dirty word in commercial real estate. Now retail is a bright spot. (marketwatch)
  7. Hedge Funds Bet on Europe in Hunt for Next Leg of Stock Rally (bloomberg)
  8. What’s the point of private members’ clubs? (ft)
  9. “I’m Always Stoked To Return to the Unknown”: Anthony Van Engelen on His New Vans AVE 2.0, the Evolution of Skate Footwear and More (hypebeast)
  10. A hidden meaning in the Vans logo is blowing people’s minds (indy100)

Be in the know. 12 key reads for Easter…

  1. Inflation Progress Stalls, Fed’s Preferred Gauge Shows (barrons)
  2. Powell Reiterates Fed Doesn’t Need to Be In Hurry to Cut Rates (bloomberg)
  3. Fed chair Powell expects US inflation to keep cooling in coming months (ft)
  4. Bernie Sanders Demands Cheaper Ozempic (futurism)
  5. Ozempic Is Being Sold for Hundreds of Times What It Costs to Make (futurism)
  6. 10 Undervalued Wide-Moat Stocks (morningstar)
  7. 5 Cheap Sustainable Stocks With Moats (morningstar)
  8. Charlie Silk’s 150-Bagger (Peter Lynch)
  9. AliExpress to sponsor Euro 2024, urges merchants to prepare well amid surging traffic (technode)
  10. Amazon scrambles for its place in the AI race (theverge)
  11. Lots More on the Parabolic Surge in Cocoa Prices (bloomberg)
  12. M2 update—still looking good (scottgrannis)

Be in the know. 8 key reads for Saturday…

  1. Dollar Rally Is On Borrowed Time As US Disinflation Lags World (zerohedge)
  2. In Historic Reversal, US To Restart A Shut Down Nuclear Power Plant For The First Time Ever (zerohedge)
  3. Estée Lauder (EL) climbs as BofA upgrades to Buy on profit recovery expectations (streetinsider)
  4. Semtech (SMTC) climbs as Q4 revenue and guidance surpass expectations (streetinsider)
  5. 6 Highest Yielding Dividend Aristocrats Are Huge April Bargains (24/7WallStreet)
  6. China’s Xi plays salesman-in-chief in meeting with US CEOs (ft)
  7. Explore James Bond’s Most Iconic Destinations In New Coffee Table Book (maxim)
  8. Robert Cialdini: Influence (TIP)

Be in the know. 15 key reads for Good Friday…

  1. Citi Strategists Downgrade US Tech Stocks as Rally to Broaden (bloomberg)
  2. Fortune Favors Early Movers in America’s Property Crunch (wsj)
  3. Key Fed inflation gauge rose 2.8% annually in February, as expected (cnbc)
  4. Buy a Krispy Kreme at McDonald’s. It’s the New Super Breakfast Deal. (barrons)
  5. These housing markets are cooling as nearly a third of home listings cut their asking prices. Home sellers ‘misjudged the market,’ economist says. (marketwatch)
  6. Cash to Shareholders Is a Benefit, as Long as You Watch the Debt (barrons)
  7. Toyota Has Become an Anti-Tesla. It’s Paying Off. (barrons)
  8. Disney’s Proxy Fight With Nelson Peltz Heads Into the Final Round. What’s at Stake. (barrons)
  9. America Made a Huge Bet on Sports Gambling. The Backlash Is Here. (wsj)
  10. China to Lift Tariffs on Australian Wine, as Frosty Relations Thaw (wsj)
  11. Home Depot Buys Roofing Distributor in Deal Valued at $18 Billion Including Debt (wsj)
  12. What Cary Grant Told Me About Getting Dressed. I’ve Never Forgotten It. (wsj)
  13. Japan Forex Chief Calls Yen’s Slump Unusual, Vows to Act if Needed (bloomberg)
  14. The Good, the Bad and the Robotic: Reviewing the $345,000 McLaren 750S Spider (bloomberg)
  15. Huawei’s profit doubled in 2023 as smartphone, autos business picked up (cnbc)