Be in the know. 10 key reads for Monday…

  1. Markets Don’t Wait: Why The Bottom Comes When Everything Still Looks Terrible (zerohedge)
  2. Hormuz Traffic Rises to Highest in Weeks (bloomberg)
  3. The risk-reward is quite good for stocks now, says Fundstrat’s Tom Lee (youtube)
  4. Morgan Stanley not expecting fresh lows in S&P 500 (investing)
  5. Pain at the Pump Should Mean Pain in the Economy, Not Higher Rates (wsj)
  6. US, Iran weigh peace plan as Trump’s ‘hell’ warning nears deadline (streetinsider)
  7. Intel Stock and Micron Climb. How Surging Chip Demand Is Set to Help Both. (barrons)
  8. Why the U.S. Spends So Much on Healthcare (wsj)
  9. Trump administration signals it will offer broad tariff refunds. That could mean millions for companies. (yahoo)
  10. China IPOs jump 56% as regulator eases restrictions to drive tech innovation (scmp)

Be in the know. 15 key reads for Easter…

  1. How Disney Imagineers are using AI and robotics to reshape the company’s theme parks (fastcompany)
  2. How Disney Imagineering Has Increased Its Pace of Innovation by Thinking Like a Startup (inc)
  3. The Typical U.S. Home Is 44 Years Old—And Needs Tons of Work (wsj)
  4. The Great Housing Mismatch: Empty Nesters Own 28% of the Nation’s Large Homes, Millennial Families Own 16% (redfin)
  5. PayPal board lures ex-Square executive (paymentsdive)
  6. Intel’s Panther Lake Chip is Seriously Impressive. It’s Time to Buy the Stock (yahoo)
  7. China’s AI chatbots are advanced and versatile — and begging for more users (npr)
  8. Alibaba Unveils Qwen3.6-Plus to Advance the Agentic AI (alizila)
  9. 400% gains for AI stocks help drive Hong Kong IPOs to 5-year high (ft)
  10. The Impressively Resilient US Markets (bloomberg)
  11. No Fooling, Could We Go Into a Bear Market? (carsongroup)
  12. Jobs growth remains modest (scottgrannis)
  13. HORMUZ TRACKER: Weekly Transits Reach Highest Since War Began (bloomberg)
  14. Q1 2026 Dividends: Highest Quarterly Hike Percentage Since 2019 (seeitmarket)
  15. Diageo names John O’Keeffe as North America CEO (thespiritsbusiness)

Be in the know. 10 key reads for Saturday…

  1. The Iran War Is Making the American Economy More Dominant Than Ever (wsj)
  2. This Oil Shock Is So Big It Is Fueling a Turnaround in Energy Stocks (wsj)
  3. US Doubles Hormuz Guarantees to $40 Billion With New Partners (bloomberg)
  4. Fed still likely to cut rates in 2026 despite oil shock, Morgan Stanley says (yahoo)
  5. When Everything Feels Out Of Control, Value Investing Doesn’t (forbes)
  6. Why the stock market has struggled without Big Tech’s leadership (marketwatch)
  7. Tech Volatility May Just Be Getting Started. What Jittery Investors Can Do Right Now. (barrons)
  8. Thank You, Seniors. Healthcare Spending Is Pumping Up Economic and Job Growth. (barrons)
  9. Trump Seeks $1.5 Trillion for Military, the Largest Request in Modern History (wsj)
  10. From ‘Headline Fatigue’ To ‘Hope’: Goldman Strategists Tilt “Cautiously Optimistic’ (zerohedge)