Be in the know. 5 key reads for Monday…
- Plummeting Inflation Raises New Risk for Fed: Rising Real Interest Rates (wsj)
- Traders Line Up for ‘Once-in-a-Generation’ Emerging Markets Bet (bloomberg)
- Why Shari Redstone Is Ready to Surrender Her Media Empire (bloomberg)
- Hedge Funds, Asset Managers Take Opposite Yen Bets Amid BOJ Talk (bloomberg)
- Fed decision: Powell will keep door open for first interest rate cut in March (marketwatch)
Be in the know. 5 key reads for Sunday…
- Japan’s SoftBank concludes run as Alibaba’s biggest shareholder, drawing to a close one of the most successful internet deals in China (scmp)
- Jack Ma becomes Alibaba’s largest shareholder after acquiring more of its slumping shares (technode)
- Alibaba shares boosted by Jack Ma and Joe Tsai buying $200 million worth of stock (technode)
- A quick chart six-pack (scottgrannis)
- 2024 Land Rover Defender 130: A Brawny British Charmer (wsj)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 223
Tom Hayes – Guest on “The David Lin Report” – 1/18/2024
Be in the know. 17 key reads for Saturday…
- Stock investors pile into China equity funds in ‘world’s most enticing contrarian’ long trade (marketwatch)
- Biotech’s First IPO of 2024 Popped 96%. Good Times Could Be Ahead for the Stocks. (barrons)
- Ed Yardeni Says The Roaring Twenties May Be Back (bloomberg)
- China’s Stimulus Could Boost These 6 Stocks (barrons)
- How Enzo Ferrari Created The World’s Most Iconic Supercar Brand (maxim)
- Fed’s Preferred Inflation Gauge Cools on Robust Spending (bloomberg)
- As goes January, so goes the year? History shows U.S. stocks are set to continue climbing in 2024 after strong start. (marketwatch)
- Even the rich and famous fall victim to this common investing mistake (marketwatch)
- The dollar had a relatively strong start to 2024. Here’s why it’s unlikely to last. (marketwatch)
- BMW Putting Humanoid Robots to Work in Its Factory (futurism)
- This Cheap Dividend Stock Is 40% Undervalued and Yields Nearly 6% (morningstar)
- 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
- Wall Street is counting on Treasury’s borrowing needs to trend lower between now and June (marketwatch)
- This Is What a $10 Million Vacation Looks Like (wsj)
- How To Plan An Unforgettable Peruvian Getaway (maxim)
- Fauchon’s 5-Star Paris Hotel is a Temple of Fine Food and Drink (maxim)
- LNG Exports Shouldn’t Be the Next Keystone Campaign (bloomberg)
Hedge Fund Tips with Tom Hayes – Podcast – Episode 223
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Where is money flowing today?
Be in the know. 5 key reads for Friday…
- Why Wall Street no longer fears sprawling impact from the weight loss drug craze (yahoo)
- Should I Buy China Shares Now? All You Need to Know After $6 Trillion Rout (bloomberg)
- China Signals More Targeted Stimulus to Come (bloomberg)
- AI Needs So Much Power That Old Coal Plants Are Sticking Around (bloomberg)
- Intel Gives Muted Outlook Even as PC Recovery Lifts Sales (wsj)