Be in the know. 10 key reads for Monday…

  1. Here’s what Wall Street’s most bullish analyst heading into the year thinks of the stock market now (marketwatch)
  2. This Bull Market Is Just Getting Started, Traders Bet (wsj)
  3. China Smartphone Shipments Back to Double-Digit Growth in May (bloomberg)
  4. James Montier Explains Why Corporate Profits Keep Going Up (bloomberg)
  5. Apple Has Finally Unveiled the Vision Pro. Here’s What It’s Launching Next (bloomberg)
  6. Where Stock Market Is Headed After Wild First Half: Five Charts (bloomberg)
  7. Red Sox owners buy Boston team in Tiger Woods and Rory McIlroy’s golf league (cnbc)
  8. Forget about a housing market crash, Harvard researchers say. Here are the 4 reasons they say a repeat of the mid-2000s drop in home prices is unlikely. (businessinsider)
  9. ‘Bond King’ Jeffrey Gundlach rings the alarm on US debt – and warns higher interest rates are making it more of a burden (businessinsider)
  10. PGA Tour rushes to contain fallout from golf tie-up with Saudi sovereign wealth fund (ft)

Be in the know. 15 key reads for Sunday…

  1. Why Economies Haven’t Slowed More Since Central Banks Hit Brakes (wsj)
  2. The Ultra-Secret Underwater Spy System That Might Have Heard the Titan Implode (wsj)
  3. Pill Versions of Ozempic-Like Drugs Are Coming (wsj)
  4. Junk-Bond Sales Are Up as Firms Submit to Tougher Terms (wsj)
  5. Truce staves off fears of civil war, but insurrection remains gravest threat yet to Putin’s rule (wsj)
  6. Mastering Your Mental Images Can Make Your Day (wsj)
  7. Prigozhin ‘Exiled’ To Belarus In Exchange For Peace, Criminal Charges Dropped: What Was This All About? (zerohedge)
  8. Elon Musk Gives a Blunt Piece of Advice to Vladimir Putin (thestreet)
  9. Small Caps Have Lagged; Here Are 10 Morningstar Picks With Potential (thestreet)
  10. Citi will hold employees ‘accountable’ for office attendance (reuters)
  11. 10 Beaten Down Stocks Billionaires Are Loading Up On (insidermonkey)
  12. The 11 Best Steakhouses in the World, According to Michelin (robbreport)
  13. Senior TSMC execs to meet with Alibaba, Biren, and other key China customers (technode)
  14. Expect Changes in Russia As Response to Wagner Rebellion (cfr)
  15. Steve Eisman Talks Banks, AI and His Next Big Bet (bloomberg)

Be in the know. 15 key reads for Saturday…

  1. Boston Beer’s Twisted Tea Could Be a Summer Hit. Belly Up to the Stock Again. (barrons)
  2. Small stocks are cheap and finally joining the market rally (cnn)
  3. Larry Ellison Sells Oracle Stock for the First Time in 2 Years (barrons)
  4. 3M Shares Jump on Water Providers Settlement (barrons)
  5. Apollo CEO Marc Rowan Defends Athene, Says Its Insurance Business Is ‘Poorly Understood’ (barrons)
  6. Take It to the Bank: Why There Won’t Be Recession in 2023 (barrons)
  7. Madrigal Pharmaceuticals and Bioventus Stock See Action From Activist Investors (barrons)
  8. Caesars Entertainment CEO Tom Reeg Scooped Up Stock (barrons)
  9. The Age of Oil Will Endure. These Drilling Stocks Could Be Gushers. (barrons)
  10. The Big Read. How India is slowly moving into the American orbit (ft)
  11. Goldman Sees Emerging Stocks Eclipsing US Market in Size by 2030 (bloomberg)
  12. The stock market is presenting investors with another ‘buy the dip’ opportunity as sidelined cash piles up and the economy continues to expand, Fundstrat says (businessinsider)
  13. Short sellers are betting more than $1 trillion against US stocks after big run (businessinsider)
  14. Citadel’s Ken Griffin optimistic on growth in China (ft)
  15. Billionaire investor Ron Baron: Growth will accelerate above 7% over the next 50 years (cnbc)

Be in the know. 12 key reads for Friday…

  1. 3M Shares Jump on Water Providers Settlement (barrons)
  2. SoftBank CEO had a crisis of confidence that left him in tears for days: ‘I felt a real emptiness’ (nypost)
  3. Biden Plays Down Dictator Remark After China Reprimands U.S. Ambassador (wsj)
  4. Ford Venture Gets Record $9.2 Billion Government Loan for EV Batteries (wsj)
  5. Intel Digs Deep Inside to Make Foundry Push Work (wsj)
  6. Biden says his ‘dictator’ comment on Xi has no ‘real consequence’ on China ties (cnbc)
  7. Fed Emergency Bank Bailout Facility Usage Hits New Record High; Money Market Funds See Another Small Outflow (zerohedge)
  8. Unleashing ‘The Walrus’: Musk-Zuckerberg Agree To ‘Cage Match In Vegas Octagon’ (zerohedge)
  9. 3M gains after reaching $10.3B settlement in PFAS water suits; seen as a positive development (streetinsider)
  10. Biopharma M&A Finally Seems To Be Waking Up (II)
  11. Eddie Wu prepares to run Alibaba empire built with mentor Jack Ma (ft)
  12. US recession risk is diminishing, US treasury secretary says (scmp)