Be in the know. 21 key reads for Monday…

  1. Opinion: Nervous about the U.S. market at all-time highs? Buy China stocks (marketwatch)
  2. Big Tech-Led Rally Is Unlike Past Bubbles, Goldman Strategists Say (bloomberg)
  3. US Stocks Amped Up by Big Tech, Better-Than-Expected Earnings (bloomberg)
  4. China’s Economy Tops the Policy Agenda (barrons)
  5. Goldman Sachs Has 3 New Staple Stock Favorites (barrons)
  6. Bank of America boosts S&P 500 target to 5,400. Here’s how it got there. (marketwatch)
  7. ‘Free Fire’ parent Sea’s stock soars after revenue beat amid e-commerce strength (marketwatch)
  8. Bank of America boosts S&P 500 target to 5,400. Here’s how it got there. (marketwatch)
  9. Nvidia Surge Stokes Talk of a Bubble (wsj)
  10. ‘Dune: Part Two’ Draws Large Audiences (nytimes)
  11. The hockey brawl that changed the NHL forever, as told by those who fought in it (theathletic)
  12. Why Britain Is Struggling With Nuclear Power (nytimes)
  13. Carl Icahn Returns to His Activist Roots With New Investments (bloomberg)
  14. What 6 Wall Street commentators say AI will do for stocks and the economy (businessinsider)
  15. China Cuts Premier Briefing; GDP Target Upcoming: NPC Highlights (bloomberg)
  16. No Chips, No Problem: China Is Dropping Cash Vouchers Worth $280K To Ramp Up Its AI Dreams (benzinga)
  17. Tech delegates call for home-made chip and AI advances at China’s ‘two sessions’ (scmp)
  18. BABA Reportedly Leads New Round of Financing for MiniMax (aastocks)
  19. Investors eye Beijing on stimulus as China holds annual parliamentary meeting (cnbc)
  20. New York Community Bank’s issues are name-specific, not industry-wide, says Anton Schutz (cnbc)
  21. The radical changes coming to the world’s biggest bond market (ft)

Be in the know. 30 key reads for Sunday…

  1. A Trader’s Guide on What to Watch at China’s Policy Meeting. Potential beneficiaries include consumption and tech stocks. (bloomberg)
  2. 2 Under-Performing Stock Market Indices Eye Fibonacci Breakouts (kimblechartingsolutions)
  3. Israel has ‘basically signed on’ to a ceasefire, US official says (ft)
  4. It’s Me, Hi, I’m the Problem. I’m 33. (nytimes)
  5. OPEC+ Agrees to Extend Supply Curbs to End of Q2: Delegates (bloomberg)
  6. Ozempic is coming for gyms. Here’s how they’re responding (cnn)
  7. The United States remained the largest liquefied natural gas supplier to Europe in 2023 (eia)
  8. Tom Gayner 2023 Annual Shareholder Letter (Markel)
  9. Michael Mauboussin on increasing returns to scale (ft)
  10. Corporate Ozempic (profgalloway)
  11. The 10 Best Companies to Invest in Now (morningstar)
  12. Ex-2020 S&P 500 Flatter Election Year March (almanactrader)
  13. Rolls-Royce Unveils The Arcadia Droptail: A Coachbuild Commission (forbes)
  14. Decabillionaire Dynasties: These Are The Richest Families In America (forbes)
  15. Michigan Consumer Sentiment Moves Sideways in February (advisorperspectives)
  16. The Classic Ferrari Testarossa Is More Coveted Than Ever (maxim)
  17. Elon Musk Says New Tesla Roadster Will Actually ‘Fly’—And Hit 60 MPH In Under 1 Second (maxim)
  18. What It’s Like to Staff the Home of a Billionaire (thecut)
  19. Meet Europe’s answer to the ‘Magnificent 7’—the high-flying ‘Granolas’ that Goldman Sachs is betting will prosper in the continent’s flatlining economy (fortune)
  20. Bugatti Just Unveiled a New V-16 Engine for Its Next Hypercar (robbreport)
  21. 15 Most Beautiful Cities in Europe That Everyone Should See Once (architecturaldigest)
  22. Biltmore Estate: Everything to Know About America’s Largest Home (architecturaldigest)
  23. Nubank CEO dishes on the neobank’s profit surge and how tourist VCs in LatAm have gone home (techcrunch)
  24. Alibaba co-founder Joe Tsai declares company is “back” as top player (technode)
  25. How to master the art of small talk (vox)
  26. Wendy’s pricing mind trick and other indicators of the week (npr)
  27. Dumb Money Almost Back To Even, Making The Same Mistakes (ria)
  28. How Stephen Curry Built a Billion-Dollar Business Empire (inc)
  29. Would You Pass the Larry David Litmus Test? (townandcountrymag)
  30. Max Verstappen Runs Perfect Race, Wins F1 Season Opener at Bahrain (roadandtrack)

 

Be in the know. 10 key reads for Saturday…

  1. China’s Coming ‘Two Sessions’ Put Plans to Jumpstart Economy in the Spotlight (wsj)
  2. How Larry Culp Saved GE by Breaking It Up (barrons)
  3. Ozempic Could Power the Nation’s GDP, Goldman Says (barrons)
  4. UPS Stock Failed to Deliver in 2023. Now It’s Time to Buy. (barrons)
  5. The Friendship With Warren Buffett That Led to Her $1 Billion Donation (wsj)
  6. Nvidia CEO predicts AI will be able to pass ‘every single test’ in five years, as firm hits $2T milestone (nypost)
  7. Gaza Cease-Fire Talks to Resume in Egypt on Sunday, Reuters Says (bloomberg)
  8. Eurozone Inflation, at 2.6%, Continues to Ease (nytimes)
  9. David Snyderman on Specialty Finance and Data in Investing (bloomberg)
  10. Guggenheim’s Millstein Says US Banks Are Sound Amid NYCB Tumult (bloomberg)