Be in the know. 20 key reads for Monday…

  1. Chinese Automaker FAW Group Taps Alibaba Cloud’s Gen AI for Business Intelligence (alizila)
  2. Yellen says US-China relations on ‘stronger footing’ (ft)
  3. Alibaba Cloud cuts prices again, this time for international customers as AI generates surging demand (scmp)
  4. Alibaba Group Invests for Strategic Growth with Cainiao Share Purchase Offer (alizila)
  5. Alibaba News Roundup: Share Repurchase Update; Alibaba Cloud Launches Open Source Video Generation Tools (alizila)
  6. These 10 perfect McLarens are for sale. Which one would you pick? (classicdriver)
  7. Moderate growth and disinflation still alive and well (scottgrannis)
  8. For the Ultimate Lesson in Car Control, Go Drifting (roadandtrack)
  9. Bugatti EB110: The First Modern Hypercar Is 30 Years Old (roadandtrack)
  10. Lexus GX550 vs. Land Rover Defender 130 vs. Mercedes-Benz G550: Which Luxury SUV Is Best Off-Road? (roadandtrack)
  11. Japan had a vibrant economy. Then it fell into a slump for 30 years. (npr)
  12. VF Corp. To Roll Out 300 Additional Mono-Brand Retail Stores (sgbonline)
  13. Vans’ OTW Label Is Taking the Past & Making It Better (highsnobiety)
  14. Earnings Season Is Coming. What the Market Needs Now. (barrons)
  15. Many investors are more exposed to China than they think, says Brendan Ahern (cnbc)
  16. 0:02 / 8:39There’s still ‘gas in the tank’ in this stock market rally, says Fundstrat’s Tom Lee (cnbc)
  17. The Big Read. Is Japan finally becoming a ‘normal’ economy? (ft)
  18. Global dominance of biggest stocks rises to highest in decades (ft)
  19. Jamie Dimon Says 8% Rates Could Lie Ahead (barrons)
  20. Doubts Creep In About a Fed Rate Cut This Year (wsj)

Be in the know. 20 key reads for Sunday…

  1. How A Texas Oil Billionaire Hit A Gusher In Hotels (forbes)
  2. Earnings Season to Test Stock-Market Rally (wsj)
  3. Is the S&P 500 Flashing a Spring Sell Signal? (kimblechartingsolutions)
  4. Dollar Tree, Walgreens CFOs Snap Up the Stocks (barrons)
  5. Nvidia’s Stock Reaches Crossroads At Key Fibonacci Price Level (kimblechartingsolutions)
  6. 18 Surprising Facts About the McLaren P1 Hypercar (robbreport)
  7. United States Non Farm Payrolls (tradingeconomics)
  8. Masters in Business: Ed Hyman (bloomberg)
  9. Buy Carnival Stock. Choppy Market Conditions Will Pass. (barrons)
  10. We “stepped on our own foot” in recent years, admits Alibaba chairman Joe Tsai (technode)
  11. Biogen, Moderna, and 6 More Healthcare Stocks That Wall Street Thinks Have Upside (barrons)
  12. Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons)
  13. Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. (barrons)
  14. How Ozempic and Wegovy Could Break the Healthcare System (barrons)
  15. Stock Market Will Feel a Tremor if Payrolls and Inflation Keep Rising (barrons)
  16. Krispy Kreme Stock Jumps on Upgrade. McDonald’s Deal Could Boost Earnings. (barrons)
  17. The World’s First Flying Motorcycle Could Hit the Skies by the End of the Decade (robbreport)
  18. Inside Italy’s Grand Hotel Villa Serbelloni, The Ultimate Lake Como Retreat (maxim)
  19. This Revived Lamborghini Countach Channels Classic Wedge-Shaped Supercar (maxim)
  20. Alibaba to test rocket package delivery service with China’s startup Space Epoch (technode)

Be in the know. 7 key reads for Saturday…

  1. 33 Undervalued Stocks (morningstar)
  2. Happy Coca-Cola Dividend Day Warren Buffett (DGI)
  3. Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730) (Tim Ferriss)
  4. Yielding Almost 5%, This Undervalued Dividend Stock Is a Buy (morningstar)
  5. The Long View. Rising Fed chatter is not making life in markets easy (ft)
  6. The 100 Best Restaurants in New York City in 2024 (nytimes)
  7. Supercar Blondie Is Going Into the Auction Business (barrons)

Be in the know. 20 key reads for Friday…

  1. USA – Automotive Sales Volume, 2024 (marketlines)
  2. S Added 303,000 Jobs in March, Surging Past Estimates (bloomberg)
  3. Chinese fintech Ant Group targets global growth after Jack Ma’s exit (ft)
  4. Services PMI Beats, Biden & Xi Discuss The San Francisco Vision (chinalastnight)
  5. Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management (Norges Bank)
  6. Disney to crack down on password-sharing after CEO Bob Iger wins board fight (nypost)
  7. Europe’s Biggest Asset Manager Is Looking to Buy Dips After Missing Out on Stocks Rally (bloomberg)
  8. Fixing Boeing’s Broken Culture Starts With a New Plane (bloomberg)
  9. Four Seasons’ New Yacht Cruises Come With Record-High Price Tags (bloomberg)
  10. Fed on Track to Cut in June, Morgan Stanley’s Zentner Says (bloomberg)
  11. Biden Tells Netanyahu US Support Hinges on Protecting Civilians (bloomberg)
  12. Earnings Season Is Coming. What Markets Need Now. (barrons)
  13. Nvidia’s stall means the momentum trade has lost its mojo. (marketwatch)
  14. Yellen Is Back in China. What She Could Actually Accomplish. (barrons)
  15. Intel expects to be the world’s second-largest contract chip producer by 2030, trailing only TSMC. (barrons)
  16. Stocks Drop After Fed Officials Cast Doubt on Rate Cuts (wsj)
  17. The Underrated iPhone App That Makes Everyday Tasks Easier (wsj)
  18. Fed’s Kashkari raises prospect of zero rate cuts — but Goldman says that would be ‘very surprising’ (cnbc)
  19. Ford to “Re-Time” New EV Production, Expand Hybrid Production (mishtalk)
  20. The Big Read. Will Xi’s manufacturing plan be enough to rescue China’s economy? (ft)