Be in the know. 20 key reads for Saturday…

  1. Emerging Market Bonds Are Catching Wall Street’s Eye. What the Attraction Is. (barrons)
  2. Buy Enphase Energy Stock, Analyst Says. It’s Only Up From Here. (barrons)
  3. Big Tech Is Spending Gazillions on AI. Earnings Offer a Peek. (barrons)
  4. Warren Buffett or Not, Berkshire Hathaway Stock Is Built to Last (barrons)
  5. Alphabet Closes Above $2 Trillion Market Cap for the First Time (barrons)
  6. How a Chicken Sandwich Shows a Hidden Power in the U.S. Economy (barrons)
  7. Kraft Heinz’s CEO Is a Health Nut. Can He Remake a Processed-Food Giant? (wsj)
  8. Jamie Dimon starts every morning reading five newspapers — guess which he peruses first (nypost)
  9. Florida real estate sellers slashing home prices as inventory surges to uncomfortable levels (nypost)
  10. The UK Market May Have Found Its Catalyst (bloomberg)
  11. Digital ad market is finally on the mend, bouncing back from the ‘dark days’ of 2022 (cnbc)
  12. Ed Yardeni on Long-Term Bull Market (mib)
  13. Intel CEO confident in its AI future after posting soft guidance (yahoo)
  14. Newell’s stock rallies on revenue beat as it boosts margins and carries out restructuring plan (marketwatch)
  15. S. natural gas-fired electricity generation consistently increased in 2022 and 2023 (eia)
  16. The Thrill Factor Is Back for Retail Investors (wsj)
  17. 2 Wide-Moat Stocks Trading at Rare Discounts (morningstar)
  18. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  19. Leon Cooperman, Hedge Fund Icon, Billionaire & Philanthropist (youtube)
  20. Why The Four Seasons Anguilla Is Among The Caribbean’s Best Beach Resorts (maxim)

Be in the know. 24 key reads for Friday…

  1. Treasury yields slip from 2024 highs even after Fed’s favored inflation report signals stalled progress (marketwatch)
  2. Ant Group adds 14 foreign payment apps in access boost for Hong Kong merchants (scmp)
  3. Hong Kong stocks hit 5-month peak after positive earnings surprises (scmp)
  4. Global funds build ‘significant exposure’ to Chinese stocks in mood shift: HSBC (scmp)
  5. Yellen confident U.S. inflation will continue to cool (marketwatch)
  6. Treasuries Gain as Traders Find Relief in Key Inflation Readings (bloomberg)
  7. High Borrowing Costs Have Some Democrats Urging Biden to Pressure the Fed (nytimes)
  8. Microsoft Cloud Strength Drives March-Quarter Beat (investors)
  9. How to Get a Meeting With the UAE’s $1.5 Trillion Man (bloomberg)
  10. Alphabet’s Market Value Poised to Overtake Nvidia’s (barrons)
  11. For Second City, Making People Laugh is a Serious Business (barrons)
  12. Google Sales Accelerate as Ad, Cloud Businesses Hold Up Amid Costly AI Push (wsj)
  13. Warren Buffett Built Berkshire. What Happens When He’s No Longer There? (barrons)
  14. ‘How Disney Built America’ Review: Mickey Mouse Mythology (wsj)
  15. Microsoft Earnings Jump on AI Demand (wsj)
  16. Pfizer Receives FDA Approval for Bleeding Disorder Treatment (barrons)
  17. This isn’t ‘some brink’ for the U.S. consumer despite concerning economic data, says TCW (marketwatch)
  18. After Friday’s inflation report, fed-funds futures show Fed rate cuts may begin in September (marketwatch)
  19. San Francisco Buyers Bring Its Luxury Housing Market Back to Life (wsj)
  20. The Dream of Fed Rate Cuts Is Slipping Away (wsj)
  21. Alphabet’s Revenue Jumps 15% to $80.5 Billion (nytimes)
  22. Billionaire ‘bond king’ Bill Gross tells investors to avoid tech and stick to value stocks (businessinsider)
  23. Consumer sentiment weakens in late April, University of Michigan survey says (marketwatch)
  24. EM Stocks on Track for Best Week Since July on US Tech Spillover (bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Hong Kong stocks advance as fund positioning shows investors returning to China (scmp)
  2. Charlie Munger Explained If You Want To Become Rich, Stop Trying To Be ‘Intelligent’ And Aim For ‘Not Stupid’ Instead (yahoo)
  3. Alphabet Earnings: Ads and AI Are the 2 Things to Watch (barrons)
  4. Intel Earnings Day Is Here. Better PC Demand Could Provide a Boost. (barrons)
  5. Durable-goods orders get boost from autos and planes, but most manufacturers tread water (marketwatch)
  6. S. GDP Growth Disappoints as Consumers Pull Back (barrons)
  7. Opinion: U.S. dollar — and its No. 1 status — could become a casualty of economic war (marketwatch)
  8. For Beaten-Down Maker of Alzheimer’s Drug, Good Enough Will Do (wsj)
  9. Meta’s License to Spend on AI Gets Checked (wsj)
  10. TSMC in race with Intel over who can make the world’s fastest chips (scmp)
  11. Hermes Sees China Sales Jump, Defying Luxury Slowdown (bloomberg)
  12. Bullish Boeing Analyst Says ‘Didn’t Expect Things To Start Falling Apart In Midair:’ ‘If They Get It Right, It’s An Incredible Opportunity’ (benzinga)
  13. Japan feels inflation heat from Fed’s ‘higher for longer’ shift (ft)
  14. David Einhorn Sees ‘Compelling Values’ in ‘Broken Market’ (institutionalinvestor)
  15. Comcast Earnings Top Estimates on a Rise in Peacock Subscribers (barrons)
  16. Royal Caribbean Earnings Tick All the Boxes. The Stock Is Sailing Higher. (barrons)
  17. What Meta’s results may mean for Nvidia (marketwatch)
  18. US Economy Slows and Inflation Jumps, Damping Soft-Landing Hopes (bloomberg)
  19. Why the AI Industry’s Thirst for New Data Centers Can’t Be Satisfied (wsj)
  20. Billionaire investor Howard Marks says AI’s impact doesn’t make it immune to a crash (businessinsider)