Be in the know. 27 key reads for Tuesday…

  1. Biotechs Mirror Tech Stock Slump (thestreet)
  2. China’s top mutual funds welcome unlimited investments as their star managers expect to strike gold in declining market (scmp)
  3. Pfizer to Acquire Biohaven Pharmaceutical for $11.6 Billion (bloomberg)
  4. Futures Soar After Report David Tepper Covers Nasdaq, Treasury Short (zerohedge)
  5. Stocks Bounce Off Bottom After Worst 3-Day Stretch Since 2020 (barrons)
  6. Uber’s CEO Bought Company Stock on the Dip (barrons)
  7. 10 Beaten-Up Stocks That Look Like Opportunities (barrons)
  8. Andy Warhol’s ‘Shot Sage Blue Marilyn’ Sets a Record, Selling for $195 Million (barrons)
  9. Norwegian Cruise Earnings Revealed a Wider-Than Expected Loss. Why the Stock Is Rising. (barrons)
  10. 10-year Treasury yield falls toward 3% (marketwatch)
  11. Li Auto Beats Sales and Earnings Estimates. It’s a Relief and the Stock Is Rising. (barrons)
  12. XPO Logistics Beat Estimates, Raised Guidance. Investors Needed the Good News. (barrons)
  13. Longer-Term Inflation Expectations Rose in April, Says New York Fed (wsj)
  14. Goldman’s Oppenheimer Sees Value in $11 Trillion Stock Rout (bloomberg)
  15. Mötley Crüe Rides Hulu and Netflix Shows to Summer Concert Boom (bloomberg)
  16. Inflation Is So Bad Democrats Want Biden to ‘Do More’ for Midterms (bloomberg)
  17. NFL’s Tom Brady to Be Analyst at Fox Sports When Career Ends (bloomberg)
  18. How to Speed Up the Rollout of Small Nuclear Power Plants (bloomberg)
  19. Energizer (ENR) Shares Surge After Earnings, Analyst Says Beat Driven by ‘Robust’ Sales (streetinsider)
  20. Here’s the case for buying Netflix’s stock now (marketwatch)
  21. Goldman’s Hatzius calls peak inflation as firm trims core forecast (marketwatch)
  22. Here are three signs that inflation is cooling off (marketwatch)
  23. Fed’s Barkin says ‘Volcker-like recession’ unnecessary to bring inflation down (marketwatch)
  24. Fed can cool inflation this year and economic growth will continue, Williams says (marketwatch)
  25. Stocks are nosediving, but Goldman Sachs says buying these 17 companies that are pouring cash into buybacks could help investors outperform as a comeback gets underway (businessinsider)
  26. GE and Boeing Stock Trades Might Be Signs of Market Capitulation (yahoo)
  27. The Big Read. Powering electric cars: the race to mine lithium in America’s backyard (ft)

Be in the know. 20 key reads for Monday…

  1. Chinese Companies Boost Returns to Shareholders (wsj)
  2. Investors are too bearish about the US stock market (ft)
  3. Goldman’s Hatzius calls peak as firm trims core inflation forecast (marketwatch)
  4. Coronavirus: China’s central bank lends support as Shanghai eyes reopening after Covid-19 cases drop for 15th straight day (scmp)
  5. 4 Takeaways From the Milken Conference (barrons)
  6. Is the Big Tech crash already over? (ft)
  7. Officials of Relevant CSRC Department Answered Reporter Questions (csrc)
  8. 3 Signs Red-Hot Inflation Is Cooling Off (barrons)
  9. BioNTech Earnings Top Forecasts on Strong Sales of Covid-19 Vaccine (barrons)
  10. FedEx Has a Back Door Into E-Commerce. It’s Why One Analyst Likes the Stock. (barrons)
  11. Lockheed Plans to Double Production of Antitank Missiles Used in Ukraine (barrons)
  12. Travel Stocks Haven’t Recovered Yet. Where the Opportunities Are. (barrons)
  13. Beijing Residents Keep Faith With Government’s Zero-Covid Strategy (wsj)
  14. Steve Cohen’s Secret Weapon for the Mets: His Hedge Fund (wsj)
  15. Ukraine Fights for Besieged Mariupol as Russia Marks Key Date (wsj)
  16. China Remains an Outlier in a World of Surging Inflation (wsj)
  17. Has Shanghai Been Xinjianged? (nytimes)
  18. Buy these 6 stocks now as the tech sector begins its ‘bottoming process’ following the Federal Reserve’s double rate hike, says Wedbush analyst Dan Ives (businessinsider)
  19. ‘We are now living in a totally new era’ — Henry Kissinger (ft)
  20. CIA director says China ‘unsettled’ by Ukraine war (ft)

Be in the know. 10 key reads for Mother’s Day…

  1. Earnings per share for the S&P 500 technology sector remain roughly 60 per cent above where they were back in early 2000. Tech stocks, it turns out, are actually relatively cheap in historical terms. (Jim Paulsen)
  2. Used Car Prices Are Crashing At A Near Record Pace (zerohedge)
  3. Job interest in Twitter skyrocketed more than 250% since Elon Musk moved to take over. But current employees are nervous. (fortune)
  4. Watch 80-1 Longshot Rich Strike Pull Off A Stunning Upset At The 2022 Kentucky Derby (digg)
  5. Experimental Weight-Loss Drug Shows Surgery-Like Results in New Trial (gizmodo)
  6. Good News, Bad News on US Productivity Growth (aei)
  7. Warren Buffett busts a myth about Warren Buffett (tker)
  8. Copper Bulls Tested as Rampant Inflation Risks Destroying Demand (bloomberg)
  9. Fed Can Still Achieve Soft Landing, Says UBS’s Jeremy Zirin (bloomberg)
  10. Asia Stock Stars May See More Tailwinds Even as World Tightens (bloomberg)

Be in the know. 30 key reads for Saturday…

  1. “Must Watch” for NIO BABA JD KWEB BIDU Investors (YouTube)
  2. S., Chinese regulators in talks for audit deal (reuters)
  3. Russia Can’t Shake Default Risk After Last-Minute Bond Payment (bloomberg)
  4. Markets Are Weaker Than U.S. Economy, Bridgewater’s Prince Says (bloomberg)
  5. When Will the Fed Stop Raising Rates? The Number to Watch. (barrons)
  6. Big Pharma Has Enough Cash to Buy All of Biotech. Why M&A Isn’t Happening. (barrons)
  7. SpaceX Shows What’s Possible for Investing in Space (barrons)
  8. Mergers Have Slowed, but a Wave of Deals Could Be Coming (barrons)
  9. China Promises Regulatory Reprieve for Tech Companies. Analysts Are Skeptical. (barrons)
  10. It’s Not Just Tesla. 8 Other Stocks to Play the Future of Transportation. (barrons)
  11. One Amazing Stat That Captures Warren Buffett’s Investing Career (barrons)
  12. ‘Unhinged’ markets followed ‘unforced error’ by Fed’s Powell, says David Tepper (marketwatch)
  13. Used Car Prices Dropped. (barrons)
  14. This is how many stocks have crashed this year (marketwatch)
  15. Rapid Pace of U.S. Job Growth Stretched Into April (wsj)
  16. Consumers Spearhead Recovery, but Data Signal Potential Change (wsj)
  17. It’s the Worst Bond Market Since 1842. That’s the Good News. (wsj)
  18. Apple workers in Shanghai riot over COVID restrictions (nypost)
  19. The ‘what happened, why it happened and what it means’ post (ft)
  20. Western banks prepare for $10bn hit in retreat from Russia (ft)
  21. Private equity titans dance until the music stops under the California sun (ft)
  22. Too rich and too thin? Welcome to Manhattan’s newest ‘skinnyscraper’ (ft)
  23. EU Nuclear Negotiator Mora to Visit Tehran Next Week, Nour Says (bloomberg)
  24. April Payrolls Rise More Than Expected But Wage Growth Slows And Participation Rate Drops (zerohedge)
  25. Churchill Downs CEO on what to expect for Kentucky Derby 2022 and beyond (foxbusiness)
  26. Charles Payne: The market is oversold (foxbusiness)
  27. Inventor Says He’s Built a Real Life Flying Motorcycle (futurism)
  28. Hooray! Scientists Say They Can Reverse Signs of Aging Using Poop Transplants (futurism)
  29. Watch Warren Buffett and Charlie Munger preside over full Berkshire Hathaway annual meeting (cnbc)
  30. Howard Marks, ​@Oaktree Capital Co-Chairman, on Investing Risk – Wharton School Investor Series (Wharton)

Be in the know. 20 key reads for Friday…

  1. U.S. Economy Added 428,000 Jobs in April (wsj)
  2. U.S. regulators are in China for audit deal talks: Reuters, citing sources (cnbc)
  3. Cigna stock gains after big profit beat, upbeat full-year outlook (marketwatch)
  4. Ferrari Purists Can Breathe Easy as SUV Gets V12 Engine Only (bloomberg)
  5. Cinemark Stock Rises as Revenue Gets Boost From Higher Admissions (barrons)
  6. Tesla’s Shanghai Plant Again Is Ramping Up. Will That Help Q2 Deliveries? (barrons)
  7. The Number the Fed Is Watching as It Raises Rates (barrons)
  8. How Fortune Brands Stock Can Sparkle Again With a Spinoff (barrons)
  9. AB InBev Stock Rises. People Are Drinking More Expensive Beer. (barrons)
  10. Alphabet, PayPal, and 7 Other Stocks That Can Thrive in a Labor Shortage (barrons)
  11. Biden Officials Divided Over Easing China Tariffs to Slow Inflation (wsj)
  12. China Has to Be Part of the Solution to the Russia-Ukraine War, Steven Mnuchin Says (barrons)
  13. Mortgage Rates Hit 5.27%, Highest Level Since 2009 (wsj)
  14. Amazin! Mets pull off biggest ninth-inning comeback win in 25 years (nypost)
  15. Restaurants Are Seeing a 39% Jump in Mother’s Day Reservations (bloomberg)
  16. Elon Musk’s Fixer Is Quietly Tending the World’s Biggest Fortune (bloomberg)
  17. Billions in Wrong-Way ETF Bets Placed Just Before Thursday Rout (bloomberg)
  18. China’s Politburo Doubles Down On Support For COVID Lockdowns (zerohedge)
  19. Alipay, WeChat Pay deliver new features to support expanded e-CNY roll-out (scmp)
  20. Mainland China Gains On Reopen, Economic Daily Editorial Marks Shift In Regulatory Tone (chinalastnight)