Be in the know. 20 key reads for Tuesday…

  1. ‘Made in China’ airliner faces trade turbulence (ft)
  2. Trump’s Middle East Trip Has Qatar Lining Up Major Boeing Order (bloomberg)
  3. Alipay and WeChat Pay see booming inbound spending in China during Labour Day holiday (scmp)
  4. China Plans Wednesday Briefing on Market Stabilization Measures (bloomberg)
  5. Beijing’s ‘Made in China’ Plan Is Narrowing Tech Gap, Study Finds (wsj)
  6. China’s New AI Niche Could Upend Global Tech Investing. How to Get in on the Data Gold Rush. (barrons)
  7. Pres. Trump will reduce China tariffs to 60% in coming weeks, says Piper Sandler (youtube)
  8. Optimism Is Back for Biotech Stocks. This Time, It Could Last. (barrons)
  9. What Recession: Goldman Now Expects Q2 GDP To Surge To 2.4% (zerohedge)
  10. Hollywood Wanted Trump to Bring Movie-Making Back to the U.S.—but Not Like This (wsj)
  11. Bessent Pitches Skittish Investors to Bet on Trump’s Economic Plan (nytimes)
  12. India Offers Zero-for-Zero Tariffs on Auto Parts, Steel From US (bloomberg)
  13. We should not believe consumers who say they’ve got the blues (ft)
  14. Avoid Unforced Errors and Stay Humble: Warren Buffett’s Leadership Lessons (wsj)
  15. BofA’s Trading Chief Says Shift Out of US Is Still Marginal (bloomberg)
  16. 5 Stocks to Buy in May and Hold for the Long Term (morningstar)
  17. GXO secures $2.5 billion NHS logistics contract (investing)
  18. Generac Urges Homeowners to Prepare as 2025 Hurricane Season Forecasts Above-Average Storm Activity (investing)
  19. Nike Switches Up Leadership Team Amid Ongoing Turnaround (wsj)
  20. Hims & Hers Stock Stumbles After Earnings. The Long-Term Sales Outlook Looks Low. (barrons)

Be in the know. 15 key reads for Monday…

  1. You’re More Like Warren Buffett Than You Think (wsj)
  2. How Warren Buffett Changed the Way Investors Think of Investing (nytimes)
  3. What Warren Buffett Learned From His Biggest Hits—and Misses (wsj)
  4. CEOs Celebrate Buffett as He Calls a Close on 5,500,000% Run (bloomberg)
  5. Warren Buffett to Remain Berkshire Hathaway Chairman (wsj)
  6. Disney’s Marvel Takes Top Spot at Weekend Box Office (barrons)
  7. Trump Calls for 100% Tariff on Movies Made Overseas (wsj)
  8. Trump Suggests Some Trade Deals May Come as Soon as This Week (bloomberg)
  9. Trump Won’t Fire Powell, But He Wants a Rate Cut (barrons)
  10. Hartnett: Market Now Expecting Trump Pivot To “Lower Tariffs, Lower Rates, Lower Taxes” (zerohedge)
  11. Trump Says He’s Willing to Lower China Tariffs at Some Point (bloomberg)
  12. Malaysia Seeks to Bring US-Imposed Tariffs Down to Zero in Talks (bloomberg)
  13. Strategists optimistic on China even as US-China trade war climbdown looks far off (reuters)
  14. Goldman: Upside massively under-priced (zerohedge)
  15. “Better Than Cash”: PayPal Announces Plans to Revolutionize In-Store Payments in Germany (paypal)

Be in the know. 18 key reads for Sunday…

  1. Warren Buffett Plans to Step Down as Berkshire CEO at Year-End (wsj)
  2. Why There Will Never Be Another Warren Buffett (wsj)
  3. Read the WSJ’s Early Coverage of Warren Buffett (wsj)
  4. Warren Buffett, on Stage at Berkshire Meeting, Defends Global Trade (wsj)
  5. Who Is Greg Abel, the Man Preparing to Take Over for Warren Buffett? (wsj)
  6. Warren Buffett has created a $348bn question for his successor (economist)
  7. U.S. auto sales up 10.0% in April on rush demand, inventory decline and price hikes concerns going forward (marklines)
  8. Ford CEO does the math on Trump’s auto tariffs (npr)
  9. GM to increase production in existing U.S. plants, hold pricing steady (marklines)
  10. April Auto Sales: How Tariffs Shaped the Market (coxauto)
  11. eBay and Etsy are relatively confident despite tariff pressures (techcrunch)
  12. China’s Ant Group plans to list overseas unit in Hong Kong, report says (reuters)
  13. Can Starbucks be turned around? (economist)
  14. Big tech has a big Trump problem (economist)
  15. The trouble with MAGA’s manufacturing dream (economist)
  16. 69 housing markets where higher inventory is tipping scales to buyers (fastcompany)
  17. The 4 bucket-list trips that any cultured golfer needs to take (golfdigest)
  18. The Ferrari 296 just got a lot more Speciale (classicdriver)