Be in the know. 15 key reads for Monday…

  1. Paul Tudor Jones says the Fed is done raising rates, stocks to finish the year higher from here (cnbc)
  2. Alibaba Vows Historic Investment in Taobao App, Content Creation (bloomberg)
  3. How billionaire Mike Bloomberg got fired and what came next (foxbusiness)
  4. “It may not take long for investors to turn back to Chinese stocks. While Chinese shoppers didn’t turn out as strongly as expected in the first few months after Beijing relaxed Covid-19 restrictions, strength in economic data had been building up to the recent strong showing—which bodes well for domestic retailers.” (wsj)
  5. Everyone Expects the Stock Market to Tumble. What if It Goes Up Instead? (barrons)
  6. Ford CEO Jim Farley Takes on Tesla (barrons)
  7. How Google Took Back the Narrative Around AI (barrons)
  8. Investors Are Nervous—and That Could Support Stocks (wsj)
  9. Investing Book That Flopped 32 Years Ago Now Sells for Thousands (wsj)
  10. Alibaba transfers autonomous driving team at DAMO Academy to logistics arm in latest restructuring move (scmp)
  11. ‘De-Americanize’: How China Is Remaking Its Chip Business (nytimes)
  12. Regional Banks May Emerge as a Winner in Debt Showdown, State Street Says (bloomberg)
  13. Fed Officials Signal Rate Caution on Credit and Price Pressures (bloomberg)
  14. CNBC ProPaul Tudor Jones says A.I. will spark the next ‘productivity boom’ (cnbc)
  15. These 11 regional bank stocks are deeply undervalued and should survive the intense pressures hitting the sector today, Morningstar says (businessinsider)

Be in the know. 18 key reads for Mother’s Day!

  1. Transcript: Inside the Battle for Chips to Power AI (bloomberg)
  2. Transcript: The Fed Hiked Rates and Housing Is as Broken as Ever (bloomberg)
  3. This Tiger Woods revelation left Scottie Scheffler speechless (glof)
  4. America’s 100 Greatest Golf Courses (golfdigest)
  5. Peek Inside Grove XXIII, Michael Jordan’s Invite-Only Golf Club (architecturaldigest)
  6. Biden Wants Airlines to Pay Passengers for Delays. In Europe, they already do (nytimes)
  7. Investors Are Nervous—And That Could Help Stocks (wsj)
  8. Google Is About To Turn The Online Publishing Industry Upside Down (forbes)
  9. The Future Is Here: Amazon Is Now Selling Astro, An AI Driven Household Robot (forbes)
  10. U.S. bank deposits rise in early May, lending little changed at record high (reuters)
  11. What does a leaked Google memo reveal about the future of AI? (economist)
  12. This 5-Star Coastal Resort Outside Los Angeles is a Golfer’s Paradise (maxim)
  13. The 15 Most Revolutionary Business Jets of the Past 65 Years (robbreport)
  14. The 11 Most Beautiful Post Offices Around the World (architecturaldigest)
  15. 2024 Ford Ranger and Raptor Specs: Powerful Off-road Trucks (mensjournal)
  16. Starlink Internet Keeps Adventurers Connected on the Road (mensjournal)
  17. These Are the 10 Most-Popular Summer Destinations for U.S. Travelers, According to Delta (mensjournal)
  18. 30 Ideas That Changed My Life (safalniveshak)

Be in the know. 20 key reads for Saturday…

  1. Everyone Expects the Stock Market to Tumble. What If It Goes Up Instead? (barrons)
  2. “Margin debt a percentage [of] market cap now 1.59%, matching ‘dot-com’ 2002 25-year low,” Fundstrat said. (businessinsider)
  3. Hedge Fund Trade With a History of Blowups Is Back Again (bloomberg)
  4. S. can avoid default in July if Treasury can make it through June cash crunch, Congressional Budget Office says (cnbc)
  5. General Dynamics Stock Is Sliding. One Director Scooped Up Shares.
  6. Rand Hits Record Low as U.S. Says South Africa Supplied Weapons to Russia (barrons)
  7. Buy Topgolf Callaway Stock. Why the Battered Shares Are Worth a Shot. (barrons)
  8. It May Be Time to Nibble on Small-Cap Stocks. Just Don’t Gorge. (barrons)
  9. Healthcare Stocks Are on Sale. Pfizer and Stryker Have Strong Growth Prospects. (barrons)
  10. The U.S. and China Are Finally Talking Again, but Mistrust Clouds Next Steps (wsj)
  11. Stop Equating the Latest Bank Failures to the 2008 Crisis (wsj)
  12. China to send special envoy to seek ‘political settlement’ to Ukraine war (ft)
  13. Yellen: ‘A growing China that plays by international rules’ is ‘good for the US’ (foxbusiness)
  14. How Lyft’s new CEO is ‘copying’ his former boss Jeff Bezos to turn around the company (cnn)
  15. Russell Death Cross Implications for SPX (quantifiableedges)
  16. 5 Book Recommendations From Warren Buffett (acquirersmultiple)
  17. 2023 Berkshire Hathaway Annual Meeting Full Video (cnbc)
  18. If you are going to buy banks, buy a whole basket of them: Ariel Investment’s John Rogers (cnbc)
  19. What I Learned From the Oracle of Omaha & Charlie Munger (contrarianedge)
  20. Letter #80: Todd Combs (2023) (substack)