Be in the know. 23 key reads for Saturday…

  1. Bill Miller interviewed by William Green (youtube)
  2. Some of the oldest tech companies are the best values in the market, says NYU’s Aswath Damordaran (youtube)
  3. 7 Beaten-Up Tech Stocks That Could Be Bargains (barrons)
  4. I Flew a 1,000 Horsepower Jetpack. Here’s What I Learned. (wsj)
  5. Tech’s Tumble Has a Silver Lining—This Cloud Stock Finally Looks Attractive (barrons)
  6. A Who’s Who of What’s Worse. Will Small-Caps Rebound? (barrons)
  7. Avoiding Recession May Require Moving the Inflation Goal Post (barrons)
  8. Retail Stocks’ Rebound Is Reason to Cheer (barrons)
  9. Boeing Hasn’t Delivered…on Jets or Other Requisites for Recovery (barrons)
  10. Skittish about buying the dip in U.S. stocks? Citi strategists say investors should go global (marketwatch)
  11. Markets Finally Reversed Their Losing Streaks. The Fed Might Avoid Inflicting More Pain, After All. (barrons)
  12. Don’t Expect Chewy’s Earnings to Be So Great. But the Stock Could Still Take Off. (barrons)
  13. Netflix Has a Big Problem. Here’s the Math That Might Fix It (barrons)
  14. Illinois Suspends Sales Halt on Carvana as Compliance Improves (barrons)
  15. G7 urges Opec to boost output to cool oil market (ft)
  16. Big Up Week for Everything Is Latest Sudden Twist for Traders (bloomberg)
  17. Ford Beats Tesla to the Punch With First Electric F-150 Delivery (bloomberg)
  18. With Maybach Brand, Staid Mercedes Says It Now Wants to Shock (bloomberg)
  19. Ted Sarandos Talks Netflix’s Stock Drop and Backing Dave Chappelle (nytimes)
  20. ‘Top Gun: Maverick’ is about to give Tom Cruise his biggest opening ever (cnn)
  21. FERC approves new natural gas pipeline projects to increase U.S. exports (eia)
  22. Our Ultimate Stock-Pickers’ Top 10 High-Conviction Purchases (morningstar)
  23. Thomas S. Murphy Built TV Empire With Help From a Pal, Warren Buffett (wsj)

Be in the know. 22 key reads for Friday…

  1. Hedge Fund Buyers Return to Hong Kong Stocks, JPMorgan Says (bloomberg)
  2. Is China’s No. 2 Staging a Stealth Covid-Zero Protest? (bloomberg)
  3. The Fed’s favorite inflation measure rose 4.9% in April in a sign that price increases could be slowing (cnbc)
  4. President Biden Is Rethinking China Tariffs (barrons)
  5. Billionaire investor Bill Miller touts Amazon and bitcoin, warns of a new investing paradigm, and takes aim at Warren Buffett’s crypto critique. Here are Miller’s 10 best quotes from a new interview. (businessinsider)
  6. Amazon (AMZN): Unit Economics Recovery Could Double the Stock in 2024 – Loop Capital (streetinsider)
  7. DiDi Stock Rises on Report Auto Giant May Buy Stake (barrons)
  8. The Stock Market Is Having a Good Week. 10 Reasons the Rally Might Be Real. (barrons)
  9. Gasoline Demand Drops. Prices Could Be Next. (barrons)
  10. Americans Set to Travel This Holiday Despite Higher Prices (barrons)
  11. Web3 Was Supposed to Save the Internet. It Has a Long Way to Go. (barrons)
  12. Biotech Start-Up Finds Overlooked Proteins That Could Cure Diseases (barrons)
  13. Travelers Don’t Care About Covid Anymore (barrons)
  14. Why Citi Says It’s Finally Time to Start Buying Stocks (barrons)
  15. Even this pessimistic Bank of America strategist says the bear-rally bandwagon has room to charge ahead (marketwatch)
  16. Dell’s Earnings Crush Estimates on Strong Enterprise Demand, Stock Jumps (barrons)
  17. ‘Dunked’ and ‘dragged’: Navy cap’t on grueling ‘Top Gun: Maverick’ training (nypost)
  18. Stocks Climb After Report Shows Consumer Strength (bloomberg)
  19. Pinduoduo stock surges after big profit and revenue beats, as gross margin improves sharply (marketwatch)
  20. American Shoppers Boost Retailers With Spending on Work Clothes, Discount Staples (wsj)
  21. Mortgage Rates Drop for Second Week in a Row (wsj)
  22. Davos Elite Can’t Agree About the Economy and Neither Can Markets (wsj)