- How Diageo CEO Debra Crew’s time in military intelligence shaped her leadership style at the Johnnie Walker and Guinness maker (fortune)
- How Disney creates a ‘Disney Bubble’ around its theme parks (fastcompany)
- BofA maintains Walt Disney stock Buy rating, $140 target (investing)
- Ducks Team Up with Vans for Exclusive Player-Designed Sneakers on Sale Sunday, March 30 (nhl)
- Ducks and Vans Join Forces for Special Shoes Collaboration (thehockeynews)
- Can foreign investors learn to love China again? (economist)
- Tmall Doubles Down on Brand Growth with Expanded Resources (alizila)
- How PayPal, Sam’s Club, and Nordstrom Plan to Grow Their Ad Businesses (adweek)
- Altra President Jen McLaren Shares Go-Forward Plan (shopeatsurf)
- Advance Auto Parts to open 30 new stores in 2025; 100 through 2027 (foxbusiness)
- Used Cars Love Tariffs. So Do Auto Parts Stocks. (ibd)
- The AI Data-Center Boom Is Coming to America’s Heartland (wsj)
- Homebuilder inventory hits 2009 levels: These are the housing markets where you can find deals (fastcompany)
- Europe’s Stock Surge Outpaces Wall Street in Historic Run (bloomberg)
- Maserati Just Unveiled a Program That Lets You Design Your Own One-of-a-Kind Sports Car (robbreport)
- Aston Martin’s Vanquish Volante Is The World’s Fastest Front Engine Convertible (maxim)
- 8 simple tips for improving your golf game (golf)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 284
Article referenced in VideoCast above:
“The Times They Are A-Changin’” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 284
Article referenced in Podcast above:
“The Times They Are A-Changin’” Stock Market (and Sentiment Results)…
Indicator of the Day (video): S&P 500 Health Care Stocks Above 20 EMA
Quote of the Day…
Be in the know. 16 key reads for Saturday…
- Car Buyers Who Fear Tariff Price Hikes Are Rushing to Dealers (bloomberg)
- Selling Your House This Spring? You Might Need to Cut the Price (wsj)
- AI Agents Are a Moment of Truth for Tech (wsj)
- Americans Feel Bad About the Economy. Whether They Act on It Is What Really Matters. (wsj)
- How the Reversal of the ‘American Exceptionalism’ Trade Is Rippling Around the Globe (wsj)
- Forget the Mag 7. The ‘Terrific 10’ Are the Tech Bet for 2025. (barrons)
- Intel Board Members Leaving as Chipmaker Looks to Add Expertise (bloomberg)
- Intel Received $1.9 Billion From Final Close of SK Hynix Deal (barrons)
- Exclusive: Buyout, aerospace firms close in on $8 billion-plus Boeing navigation unit, sources say (reuters)
- Wall Street Analysts Adore Amazon, Microsoft, and Nvidia. Here’s Why That’s Problematic. (barrons)
- Disney Stock Is Under Pressure. Why Wall Street Is Singing Hakuna Matata. (barrons)
- Can ESPN and Major League Baseball Still Play Ball? (vanityfair)
- The United States remained the world’s largest liquefied natural gas exporter in 2024 (eia.gov)
- Xi Jinping pitches China to global CEOs as protector of trade (ft)
- US car tariffs help Chinese EVs to race ahead (ft)
- Nvidia Stock Falls. It Has Problems at Home and Abroad. (barrons)
Where is money flowing today?
Indicator of the Day (video): NYSE New 52 Week Highs
Quote of the Day…
Be in the know. 23 key reads for Friday…
- Alibaba has staged a quiet $100 billion rally — AI and Jack Ma’s return are at the heart of it (cnbc)
- Alibaba (BABA) PT Raised to $170 at Mizuho, ‘Top Pick in Asia Internet’ (streetinsider)
- Alibaba launches AI model that can process images and video on phones and laptops (scmp)
- Apple Needs a Boost in China. Alibaba Might Have the Key. (barrons)
- Xi Jinping Meets Global Business Leaders Amid Trade Tensions (nytimes)
- Europe’s Industrial Outlook Buoyed by Defense Drive (wsj)
- UK Retail Sales Rise Again as Consumers Enjoy Higher Incomes (bloomberg)
- Trump Turmoil Has Macron Eyeing Euro Challenge to Dollar (bloomberg)
- What Trump’s Auto Tariffs Mean for Car Buyers and Automakers (wsj)
- Why AutoZone and Other Car- Part Stocks Are Gaining on Trump Tariffs (barrons)
- Toyota February Global Sales Rise as Japan Shipments Surge (bloomberg)
- Intel’s New CEO Vows to Compete with Nvidia’s Best AI Server (barrons)
- Three Intel board members to retire in latest shakeup amid turnaround (reuters)
- Etsy-eBay combination would make sense, could be worth $85/share, says Piper (thefly)
- US gas players refocus on Haynesville basin, buoyed by Trump LNG plans (reuters)
- The Best Basic Materials Stocks to Buy (morningstar)
- US pending home sales rebound in February (reuters)
- Poor consumer sentiment is still just talk (ft)
- Core inflation in February hits 2.8%, hotter than expected; spending increases 0.4% (cnbc)
- The Last Time Investors Really Got Excited for Tech Infrastructure (bloomberg)
- Is Ozempic Really the Reason Americans Are Snacking Less? (wsj)
- Lululemon Stock Falls as Financial Guidance Disappoints. Consumers Are Cautious, CEO Says. (barrons)
- Nvidia Stock Drops. Why the Chip Maker Can’t Find Its Footing. (barrons)