“Cleanup to Comeback” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

A couple weeks ago, I joined Jared Blikre and Sydnee Fried on Yahoo! Finance “Stocks in Translation” to discuss markets, moats, housing, picks, and more. Thanks to Jared, Sydnee, and Taylor (Smith) Clothier for having me on:

Watch full show in HD directly on Yahoo! Finance

Continue reading ““Cleanup to Comeback” Stock Market (and Sentiment Results)…”

Be in the know. 14 key reads for Wednesday…

  1. China Tech Ambitions Won’t Hurt Consumption Pivot, Keyu Jin Says (bloomberg)
  2. Alibaba Weighs Options to Reduce Stake in ZTO Express (bloomberg)
  3. Alibaba touts rapid growth in fast-delivery service in heated race with Meituan, JD.com (scmp)
  4. Alibaba’s healthcare AI model scores as high as senior-level doctors in medical exams (scmp)
  5. DeepSeek Gave China AI a Jumpstart. How Today’s Players Stack Up. (barrons)
  6. Why Value Investing Has Worked Better Outside the US (morningstar)
  7. Path of Least Resistance for Stocks Is Higher, Barclays Says (bloomberg)
  8. Wall Street Bets the Worst of Trump’s Trade War Is Behind It (wsj)
  9. A dollar crunch is looming — but probably not until next year, says strategist (marketwatch)
  10. Hollywood Notches Record Memorial Day Weekend at Box Office (barrons)
  11. Home Prices Keep Climbing. What Could Slow Them Down. (barrons)
  12. Why Berkshire, Coca-Cola, and Other Low-Volatility Stocks Are Killing It in 2025 (barrons)
  13. Goldman Unexpectedly Finds Signs Of Life In Working-Poor Consumer (zerohedge)
  14. Conference Board Consumer Expectations Surge Most In 14 Years After Tariff ‘Pause’ (zerohedge)