Be in the know. 19 key reads for Saturday…

  1. After more than a decade of little change, U.S. electricity consumption is rising again (eia)
  2. Data Centers’ Hunger for Energy Could Raise All Electric Bills (nytimes)
  3. 13 Energy Stocks to Buy Even as Oil Prices Fall, According to Roundtable Pros (barrons)
  4. Builder Stocks Shrug Off Bad Construction Data. Mortgage Rates Matter More. (barrons)
  5. U.S. Housing Starts Ticked Up in April (wsj)
  6. Hedge Fund Insider Sees Dollar Rout as Biggest Players Eye Exit (bloomberg)
  7. What a Weaker US Dollar Means for the Economy (bloomberg)
  8. Businesses Made a Big Tax-Cut Request. Republicans Said Yes—and Then Some. (wsj)
  9. Value investing is poised to rise from the dead (reuters)
  10. There’s a big disconnect between US economic vibes and what the data actually says (marketsinsider)
  11. Elite CEOs Don’t Need Earnings Guidance (wsj)
  12. Why Small Cap Stocks Are Ready For A Rebound (forbes)
  13. Push To Exempt Treasuries From Liquidity Ratio Is Boon For Bond Rally (zerohedge)
  14. Here’s What Hedge Funds Bought And Sold In Q1: 13F Summary (zerohedge)
  15. Trump Says He’s Willing to Travel to China for Xi Meeting (bloomberg)
  16. Alibaba Earnings: Results In Line, With Cloud Business to Drive Growth (morningstar)
  17. Vietnam steps up talks with US to reduce hefty tariff (reuters)
  18. U.S. Credit Gets Downgraded by Moody’s, the Last Triple-A Rating (barrons)
  19. U.S. Won’t Prosecute Boeing Over 737 MAX Crashes, WSJ Reports (barrons)

Be in the know. 17 key reads for Friday…

  1. BofA’s Hartnett Says EM Stocks Will Outperform Everything Else (bloomberg)
  2. Earnings Sank Alibaba. The Stock Can Make a Comeback. (barrons)
  3. Big Chinese companies like Alibaba show that AI-powered ads are giving shopping a boost (cnbc)
  4. China calls U.S. trade talks ‘good’ but quiet on next steps, as Trump hints at Xi call (cnbc)
  5. Capital flows back to US-listed China ETFs post big selloff (reuters)
  6. Alibaba, NetEase, & KE Holdings Report Q1 (chinalastnight)
  7. A Trade Made for Buffett: Energy Stocks Priced Below Book Value (bloomberg)
  8. US set to cut capital requirements for banks, FT reports (reuters)
  9. Boeing Stock Rises Again. Wall Street Is More Positive on Sales. (barrons)
  10. Trump announces $14.5 billion Etihad order for 28 Boeing planes with GE engines (reuters)
  11. Boeing stock target raised to $230 by TD Cowen (investing)
  12. Goldman Unveils New ‘Trump Trade’ (zerohedge)
  13. From Panic to FOMO: Wall Street’s Sentiment Whiplash (zerohedge)
  14. Smart Money Loses to Retail Crowd That Bet on Stock Rebound (bloomberg)
  15. How to Invest Like Warren Buffett (morningstar)
  16. EU Exports to U.S. Surge Ahead of Trump Tariffs (wsj)
  17. Weight-Loss Drugs Providing a Boost to US Meat Demand, JBS Says (bloomberg)