Be in the know. 12 key reads for Thursday…

  1. Billionaire Brad Jacobs: Meditation, thought experiments, and cognitive behavior therapy helped me succeed—and can do the same for you (fortune)
  2. BMO shares 4 charts showing why stock investors shouldn’t fear higher-for-longer interest rates (businessinsider)
  3. Alibaba has made dramatic changes to its corporate restructuring plan as founders Jack Ma and Joe Tsai return to the driver’s seat (scmp)
  4. Chip Giant TSMC Offers Reassurance—and a Warning (wsj)
  5. Inside Amazon’s Secret Operation to Gather Intel on Rivals (wsj)
  6. Buyers Are Back in Control as Luxury Home Sellers Slash Prices (wsj)
  7. China’s Youth Unemployment Level Remains Steady in March (bloomberg)
  8. High rates haven’t always been a problem for stocks (yahoo)
  9. Chinese and US firms collaborate on first global generative AI standards (scmp)
  10. Alibaba’s Taobao launches 3D-capable app for use on Apple’s Vision Pro headset (scmp)
  11. John Catsimatidis’ Red Apple Group taps energy exec to lead rollout of small nuclear reactors (nypost)
  12. How an Obscure Chinese Real Estate Start-Up Paved the Way to TikTok (nytimes)

Be in the know. 14 key reads for Wednesday…

  1. Dealmaking Is Looking Up as Companies Stop Waiting Out the Fed (wsj)
  2. ASML Orders Plunge as Chipmakers Pause High-End Gear Purchases (bloomberg)
  3. Serious investors need China exposure, should ‘forget about the short-term pain’, asset managers say (scmp)
  4. Fed’s Beige Book Holds Clues to Predicting Downturn, Study Shows (bloomberg)
  5. The stock market just flashed bullish a signal suggesting 19% upside by August 2025, BofA says (business)
  6. Fund managers are giving up on bonds in a way they haven’t in 20 years (marketwatch)
  7. Do cash-gushing stocks outperform the S&P 500? Here’s what history has to say. (marketwatch)
  8. Consumer spending has slowed but is hanging in there, says BofA CEO Brian Moynihan (cnbc)
  9. Oakmark’s Bill Nygren shares his thoughts on CITI (cnbc)
  10. Bonds are a good diversifier for risk assets over most cycles: Steve Laipply (foxbusiness)
  11. China warns west of ‘survival of the fittest’ as manufacturing boosts economy (ft)
  12. Powell Dials Back Expectations on Rate Cuts (wsj)
  13. Rents have finally stopped skyrocketing. (marketwatch)
  14. Boeing Defends Safety of 787 Dreamliner After Whistle-Blower’s Claims (nytimes)