Hedge Fund Tips

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

Click Here to View The Full Article on Reuters

1. Tencent and Alibaba Upgraded as J.P. Morgan Turns Positive (barrons)
2. Shanghai reaches milestone, keeping community infections at zero (scmp)
3. com Revenue Grows 18% Despite China Lockdowns (barrons)
4. JPMorgan’s ‘Uninvestable’ Call on China Was Published in Error (bloomberg)
5. JPMorgan quant guru Marko Kolanovic: “To position for the potential rally in stocks, Kolanvoic recommends investors own emerging market stocks and stay overweight China.” (businessinsider)
6. Home Depot Raises 2022 Guidance on Record Sales (barrons)
7. S. Retail Sales Rise in April Despite Persistent Inflation (barrons)
8. Dow Futures Rise, Alibaba Surges, China’s Lockdowns Ease—and What Else Is Happening in the Stock Market Today (barrons)
9. Berkshire Hathaway Sold Nearly All Its Verizon Stake in the First Quarter, Bought Citigroup (barrons)
10. AMD’s Stock Pullback and PC Share Gains Make It a Buy, Analyst Says (barrons)
11. Home Depot Raises 2022 Guidance After Record First-Quarter Sales (barrons)
12. United Airlines Stock Rises as Revenue Outlook Boosted Amid Higher Demand (barrons)
13. People Are Buying Growth Stocks. That Could Bolster Share Prices. (barrons)
14. Goldman Cuts U.S. GDP Forecasts (barrons)
15. Take-Two Earnings Lift the Stock. People Are Still Playing More Videogames. (barrons)
16. Biden Administration Targets Housing Supply Shortage with Affordable Housing Plan (wsj)
17. Warren Buffett Spends Big as Stock Market Sells Off (wsj)
18. China Competitiveness Bill Faces Hurdles as Time Runs Short (wsj)
19. ‘Good move’ Musk praises Netflix for telling staffers to quit if offended by content (nypost)
20. Longtime Elon Musk backer says Twitter deal will close at lower price (nypost)
21. China Offers Property-Buying Perks to Families With Three Kids (bloomberg)
22. MORGAN STANLEY: These 10 COVID-beneficiary stocks are trading at a ‘meaningful discount’ and are well-positioned to outperform long-term even though investors are ditching pandemic darlings (businessinsider)
23. Intel (INTC) Shareholders Reject Pay Package for Top Executives (streetinsider)
24. 15 stocks that have fallen at least 33% but by these measures are still standouts in their sectors (marketwatch)
25. Bank of America Clients Hoard Cash at Highest Level in Two Decades (bloomberg)
26. Uber pivots offerings amid post-pandemic shift (foxbusiness)

1. JPMorgan Analysts Behind ‘Uninvestable’ Call Upgrade China Tech (bloomberg)
2. Shanghai heads towards June 1 end of lockdown as Covid-19 cases dip (scmp)
3. China’s Weight To Increase in MSCI EM (chinalastnight)
4. The Faangs will be back (ft)
5. China Rate Cut in Focus as Economy Counts Cost of Covid Zero (bloomberg)
6. Collapse Of China Credit Growth Opens Door For Rate Cuts (zerohedge)
7. Walmart’s Earnings Will Set the Tone for Other Retailers (barrons)
8. SPACs Have a Bad Rap. Why That Isn’t Fair. (barrons)
9. Under Armour Stock Could Climb 50% From Here (barrons)
10. Shanghai Lays Out Covid-19 Reopening Plan as China Cancels 2023 Soccer Tournament (wsj)
11. Individual Investors Step Back From Options Bets (wsj)
12. Investors Stay Put, Because They Can’t Think of Better Options (wsj)
13. Warren Buffett Spends Big as Stock Market Sells Off (wsj)
14. China’s Economic Activity Collapses Under Xi’s Covid Zero Policy (bloomberg)
15. Bernanke says the Fed’s slow response to inflation ‘was a mistake’ (cnbc)
16. Boeing management needs a reboot after losing its way, Ryanair CEO says (cnbc)
17. Will the stock market recover? Bank of America and UBS strategists share 4 reasons why Wall Street should have hope — and 4 reasons why there may be more pain ahead (businessinsider)
18. Gloomy Goldman offers 20 ‘safety’ stocks with valuations below the previous 2 bear markets (marketwatch)
19. Zero Hour. The Energy Report 05/16/2022 (Phil Flynn)
20. Sweden Makes Formal Decision to Apply for NATO Membership (bloomberg)

 

1. Shanghai to gradually reopen malls, supermarkets and restaurants from Monday (scmp)
2. Iran Says It Can Double Oil Exports If Market Needs More Barrels (bloomberg)
3. Why Value Investing Is Facing a ‘Tectonic Shift’ (barrons)
4. How Workers Gained an Edge—and Why They Won’t Lose It Soon (barrons)
5. China Cuts Mortgage Rate Floor for First-Time Homebuyers (bloomberg)
6. The stock market’s ‘best hope’ this year is for companies to return some of their $7.1 trillion cash pile to investors, Bank of America says (businessinsider)
7. Shanghai lockdown exposes global supply chain strains (ft)
8. Famed tech bull Dan Ives says investors should buy these 22 stocks to make a diversified portfolio of future winners that emerge from the ‘massive overcorrection’ that is slamming the sector (businessinsider)
9. We interviewed the CEOs of 4 of Warren Buffett’s most iconic businesses. Here are their 16 best quotes about the investor, Berkshire Hathaway’s ownership, and navigating the pandemic and inflation. (businessinsider)
10. The mathematician who cracked Wall Street (ted)
11. 11 Newly Undervalued Wide-Moat Stocks (morningstar)
12. Boaz Weinstein on Credit Investments (bloomberg)
13. ECRI Weekly Leading Index Update (advisorperspectives)
14. A Recession Won’t Be as Scary as It Sounds (bloomberg)
15. Beating the bond market: Luck or skill? (npr)
16. Unheralded Nick Paul steals show in Game 7 as Tampa Bay Lightning eliminate Toronto Maple Leafs (espn)