Be in the know. 55 key reads for Monday…

  1. China Shares Lifted by Data. Expect More Gains. (barrons)
  2. Meet the ‘Witch of Wall Street,’ a black-clad pioneering value investor who became the world’s richest woman—but is wrongly remembered as a cheapskate (fortune)
  3. China kicks off the year on strong note as retail, industrial data tops expectations (cnbc)
  4. Fed Rate Cuts Are on Hold. 3 Picks if They Come Sooner. (barrons)
  5. Why Bank of Japan may shake up financial markets before Fed’s next interest-rate decision (marketwatch)
  6. Inflation is NOT running hot (scottgrannis)
  7. Apple Is in Talks to Let Google Gemini Power iPhone AI Features (bloomberg)
  8. Fed rate cuts will be a tailwind for small caps, says Fundstrat’s Tom Lee (cnbc)
  9. PayPal Stock Has Fallen Far Enough. It’s Time to Buy. (barrons)
  10. A New Surge in Power Use Is Threatening U.S. Climate Goals (nytimes)
  11. How China Could Swamp India’s Chip Ambitions (wsj)
  12. The F-Bomb-Dropping Airline CEO About to Earn a $100 Million-Plus Bonus (wsj)
  13. Dollar Stores Get Devalued as Low-Income Consumers Struggle (wsj)
  14. A Big Disney Fight Isn’t Nelson Peltz’s Only Drama (wsj)
  15. Suspense Builds for Fed as Growth Downshifts and Inflation Lingers (wsj)
  16. Cisco stock still isn’t back to its 2000 high: Chart of the Week (yahoo)
  17. Hertz CEO resigns after push to buy Tesla fleet backfires big time for company (foxbusiness)
  18. Boeing bonds are still coveted by investors despite a rough 2024 for jet maker (marketwatch)
  19. Steven Mnuchin’s interest in TikTok and NYCB echoes his pre-Trump investment playbook (marketwatch)
  20. TikTok Bill’s Progress Slows in the Senate (nytimes)
  21. S. stocks have beaten European equities but won’t for much longer, says JPMorgan (marketwatch)
  22. The Fed’s Challenge: Has It Hit the Brakes Hard Enough? (wsj)
  23. Markets capitulate to Fed on interest rates after months-long stand-off (ft)
  24. US equity funds draw record inflow as investors bet on soft landing (ft)
  25. ‘Growth company with no growth’: Wells Fargo says Tesla stock could drop 23% in scathing downgrade (businessinsider)
  26. It’s actually a good time to buy a new car (businessinsider)
  27. The end of the Realtor monopoly (businessinsider)
  28. Michelin Unveils 2024 List of Starred Restaurants in Hong Kong, Macau (bloomberg)
  29. What Must Nelson Peltz Do to Get Some Respect? (nytimes)
  30. 10 Best Cheap Stocks to Buy Under $10 (morningstar)
  31. Wall Street Doom Prophesy Falls Flat on Hottest Rally Since 2016 (bloomberg)
  32. The Consumer Price Index Doesn’t Capture What’s Really Hurting Consumer Confidence (barrons)
  33. Fast-Food Companies Could Be Heading Toward a Price War. Why McDonald’s Could Win (barrons)
  34. How the Federal Reserve Could Throw Stocks for a Loop (barrons)
  35. Masters in Business: Mark Wiedman (bloomberg)
  36. remembering marcello gandini, italian car designer of lamborghini, ferrari, maserati and more (designboom)
  37. Ex-Ford CEO warns of ‘real financial trouble’ for EV startups as adoption takes longer than expected (fortune)
  38. Can Ferrari, the Winningest Team in F1 History, Get Back on Track? We Ask an Expert (robbreport)
  39. Weekly Leading Economic Index (advisorperspectives)
  40. Alexander Hamilton and the Birth of US Industrial Policy (bloomberg)
  41. Who Will Be the Next James Bond? (townandcountrymag)
  42. Scottie Scheffler defends Players Championship title with dominant Sunday charge (golf)
  43. The End of Japan’s Negative Rates Will Be a Slow-Moving Tsunami (wsj)
  44. Disney Board Seats for Nelson Peltz Are a Long Shot. He’s Winning Just the Same. (barrons)
  45. Park Avenue landlords boast new leases after glowing Sixth Ave. report (nypost)
  46. Dan Loeb Enters the Chip Wars (nytimes)
  47. Florida Is Not So Cheap Compared With New York These Days (bloomberg)
  48. Carbone Wants to Conquer the World With a Red Sauce Empire (bloomberg)
  49. There’s Now a Fake Santorini in Abu Dhabi to Lure Luxury Travelers (bloomberg)
  50. There’s really no need for the Fed to lower interest rates, says Ed Yardeni (cnbc)
  51. Damo Academy plans to launch latest RISC-V chip this year as chip demand grows (scmp)
  52. Good news is good news again in markets (ft)
  53. Goldman Sachs raises US real GDP growth forecast (streetinsider)
  54. TikTok’s Business, in Charts (wsj)
  55. The Fed’s Challenge: Has It Hit the Brakes Hard Enough? (wsj)

Be in the know. 10 key reads for St. Patrick’s Day…

  1. How AI Is Sparking a Change in Power (barrons)
  2. Investors Don’t Need to Sweat the Latest Boeing 737 Safety Incident. The Data Show Why. (barrons)
  3. Dan Yergin Is Concerned About AI-Fueled Boom in Electricity Use (bloomberg)
  4. The Everything Rally Comes to Derivatives Market (bloomberg)
  5. Apple Without AI Looks More Like Coca-Cola Than High-Growth Tech (bloomberg)
  6. America’s Office Fire Sale Has Barely Begun (wsj)
  7. Berkshire Bought Back About $2.3 Billion in Stock (barrons)
  8. The Big Read. The battle over TikTok (ft)
  9. Barclays explains why S&P 500 keeps rallying despite hot CPI, PPI data (streetinsider)
  10. Investors should buy cheap portfolio insurance now before stock market turns volatile, Goldman warns (marketwatch)

Be in the know. 8 key reads for Saturday…

  1. China’s Fiscal Stimulus Plan May Be Bigger Than It Appeared (bloomberg)
  2. The Rough Years That Turned Gen Z Into America’s Most Disillusioned Voters (wsj)
  3. Sorry Stock Bulls, the ‘Wall of Cash’ Isn’t All Headed Your Way (wsj)
  4. UK Inflation Expectations Fall to Lowest Since BOE Hikes Began (bloomberg)
  5. 2024 Ford F-250: A Primitive, Powerful Beast of a Truck (wsj)
  6. This Rare Ferrari Dino 246 Spider Is A Sought-After Tribute To Enzo’s Son (maxim)
  7. The DNA of a Warren Buffett Company (morningstar)
  8. Warren Buffett Minds the GAAP (wsj)

Be in the know. 15 key reads for Friday…

  1. AMD Rally Looks More Fragile Than Nvidia’s as Traders Bid Up AI (bloomberg)
  2. PayPal Stock Has Fallen Far Enough. It’s Time to Buy. (barrons)
  3. Cockpit Mishap Seen as Likely Cause of Plunge on Latam Boeing 787 (wsj)
  4. Nvidia led Phase 1 of the AI trade, these are the next three, says Goldman Sachs (marketwatch)
  5. Disney’s Proxy War Is Getting Very Noisy. What Really Matters. (barrons)
  6. Steven Mnuchin’s Bid for TikTok Isn’t as Strange as You Think (barrons)
  7. Boeing’s problems don’t change the overall outlook for the commercial aerospace industry. Planes are in hot demand. (barrons)
  8. Deals Are Coming Back. These 8 Companies Are Buyout Candidates. (barrons)
  9. As War Rages On, the Stock Market Shrugs It Off. Will It Last? (barrons)
  10. Dollar Store Stocks Tumbled. That Might Be a Buying Opportunity. (barrons)
  11. Options trades to exceed stocks for first time since 2021 as $5 trillion in contracts come due Friday (marketwatch)
  12. Real-estate prices have bottomed out and it’s now time to buy, Blackstone president says (marketwatch)
  13. Nvidia is no longer Wall Street’s favorite stock. This company is. (marketwatch)
  14. Private Equity Wants Your Credit Card Debt. And Car Loan. And Mortgage. (wsj)
  15. Why That Hot Biotech IPO Could Be a Winner (wsj)