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)

Be in the know. 10 key reads for Thursday…

  1. Fisker Preparing for Possible Bankruptcy Filing: Report (barrons)
  2. Airfares Have Taken Off. Why They Might Not Drop Soon. (barrons)
  3. Auto Insurance Prices Soared Last Month. Why They Finally Might Be Peaking. (barrons)
  4. India Banned TikTok. Then Instagram and Other Copycats Took Off. (barrons)
  5. Producer Price Data Will Be the Fed’s Last Look at Inflation Before Rate Decision (barrons)
  6. Lennar Beats Forecasts as Incentives Boost New Orders (barrons)
  7. ‘I’m not sure we need 2% inflation’: How investors are absorbing Tuesday’s CPI report (marketwatch)
  8. Inflation Remains Americans’ Top Concern Even as They Plan to Keep Spending (barrons)
  9. Don’t Worry Over Apartment REITs. Some Can Still Raise the Rent. (barrons)
  10. This is a long-term bull market, says Ed Yardeni (cnbc)

“Predator’s Ball” Stock Market (and Sentiment Results)…

This week’s article is going out early as I have an overnight flight tonight.

General Outlook

On Tuesday afternoon, following the inflation report, I joined Nicole Petallides on the Schwab Network to discuss general market outlook, Fed, Inflation, Hedging, Stocks and more.  Thanks to Nicole and Kaitlyn Crist for having me on: Continue reading ““Predator’s Ball” Stock Market (and Sentiment Results)…”