Hedge Fund Tips

1. JPMorgan says Chinese assets are a good diversifier right now (cnbc)
2. Goldman stays bullish on Chinese stocks while others see enemy in volatility (scmp)
3. Wharton professor Jeremy Siegel says that the S&P 500 has likely already priced in a recession, so ‘we’re closer to the lows than the highs’ (businessinsider)
4. Apple Wants to End Passwords for Everything. Here’s How It Would Work. (wsj)
5. Five Beaten-Up Biotech Stocks Saw Big Share Purchases (barrons)
6. Retailer Reboot: Alibaba Lends Merchants Helping Hand Ahead of 6.18 (alizila)
7. The Bond Market Just Flashed a Recession Warning. What to Know. (barrons)
8. Why the Stock Markets Are Falling So Hard (barrons)
9. MicroStrategy Stock Dragged Sharply Lower as Bitcoin Falls to Lowest Point in Months (barrons)
10. Staples Stocks Are Usually Safe. Why They’re Getting Crushed. (barrons)
11. Restaurant Stocks Have Had a Tough Year. Why the Outlook Isn’t Bleak. (barrons)
12. Earnings Are Under Threat, Another Blow to Sagging Stock Market (wsj)
13. Sizzling Prices Complicate Fed’s Inflation-Fighting Strategy (wsj)
14. Australia, China Defense Ministers Thaw Ties a Little (wsj)
15. You Have Only So Much Time. Are You Using It Right? (wsj)
16. Japan’s Yen Usually Benefits When Markets Get Ugly. Not This Time (wsj)
17. More BlackRock Investors Opt to Vote Their Own Shares (wsj)
18. Higher Unemployment Rate Looms as the Fed Fights Inflation (wsj)
19. US Dollar Surges to Strongest Since April 2020 on Fed Hike Bets (bloomberg)
20. China’s Chipmaking Power Grows Despite US Effort to Counter It (bloomberg)
21. America’s Inventory Glut Might Be Great for Overstock (bloomberg)
22. Chinese automakers want to bring assisted driving to the masses (cnbc)
23. Investors should buy these 23 underpriced and high-returning stocks to outperform a market rocked by high inflation and continued volatility, Evercore says (businessinsider)
24. BANK OF AMERICA: Markets are highly volatile – so invest in these 23 stocks primed to deliver long-term returns (businessinsider)
25. MicroStrategy shares slump as bitcoin margin call looms (marketwatch)

1. How Xi Jinping is reshaping China’s capital markets (ft)
2. The rise and rise of Japan’s unsackable slacker (ft)
3. S., China Defense Chiefs Dial Down Tensions Over Taiwan (wsj)
4. US pledges to maintain military capacity to defend Taiwan (ft)
5. The Big Read. Canada’s oil sands: why some of the world’s dirtiest fuel is now in hot demand (ft)
6. The Stock Market’s Biggest Fear These Days: Strong Economic Data (bloomberg)
7. Biden Says Any Saudi Visit Would Focus on More Than Energy (bloomberg)
8. As US equities sink to cheap levels and value stocks retake the spotlight, UBS identifies 40 attractive companies to buy using an algorithm that’s outperformed by 30% since 2020 (businessinsider)
9. Investors are better off owning stable-growth stocks amid recession risks and could build a portfolio around these 3 sectors, Goldman Sachs’ chief US equity strategist says (businessinsider)
10. The stock market can return to record highs this year as inflation shows signs of cooling down despite May’s hot CPI print, Fundstrat says (businessinsider)
11. A Chinese Entrepreneur Who Says What Others Only Think (nytimes)
12. The Billionaires Behind a Push to Reinvigorate U.S. Chip-Making (nytimes)
13. Lightning beat Rangers, head to third consecutive Stanley Cup Final (usatoday)
14. These 19 large-cap stocks have now dropped at least 60% from their 52-week highs (marketwatch)
15. Investing legend Mario Gabelli on navigating market volatility and high energy prices (cnbc)
16. Highflying Tiger Global Humbled by Unraveling of Giant Tech Bet (wsj)
17. We’re All Bargain Hunters Now That the Market’s Growth Spurt Is Over (bloomberg)
18. Our Ultimate Stock-Pickers’ Top 10 Buys and Sells (morningstar)
19. 8 Undervalued Electric Vehicle Stocks (morningstar)
20. 5 Undervalued Dividend-Growth Stocks (morningstar)

1. The Safe Stocks in Inflation Aren’t Where You Think (barrons)
2. There’s No Miracle Cure for Obesity—or Is There? (barrons)
3. Why Things Could Be Improving for Nike and Adidas in China (barrons)
4. 3 Boring Chip Stocks Could Buck a Slowing Economy, Says Morgan Stanley (barrons)
5. Restaurant Stocks Are Having a Tough Year. These 6 Have a Bright Outlook. (barrons)
6. Buy This Stock to Play the Comeback in Business Travel (barrons)
7. Companies Are Still Buying Back Stock. Which Ones to Favor, and Which Ones to Avoid. (barrons)
8. Apple Looks to Cars and Banking for Its Next Big Thing (barrons)
9. FDA Advisors Support the First New Gene Therapy in Nearly 5 Years (barrons)
10. Under Armour Stock Has Tanked. Director David Gibbs Scooped Up Shares. (barrons)
11. Mexico Could Be a Haven From Global Volatility (barrons)
12. If Business Travel Bounces Back, These 3 Stocks Should Do Well (barrons)

Thanks to Xie Yu for including me in her article on Reuters today. You can find it here:

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