Be in the know. 12 key reads for Sunday…

  1. Billionaire Trader Ken Griffin Navigates A Flock Of Black Swans (forbes)
  2. Elon Musk Has a Disturbing Question About Twitter (thestreet)
  3. April’s Stellar Track Record (Almanac Trader)
  4. China Is Accelerating Its Nuclear Buildup Over Rising Fears of U.S. Conflict (wsj)
  5. ECRI Weekly Leading Index Update (advisorperspectives)
  6. Watch: You Can Now Take a Drone Tour of Tesla’s New Berlin Gigafactory (robbreport)
  7. Elon Musk Says Tesla Will Start Selling the Cybertruck Next Year (robbreport)
  8. Check Into The Most Exclusive New Resort In Mexico’s Riviera Maya (maxim)
  9. Here’s Your First Look At The New All-Electric DeLorean (maxim)
  10. Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs)
  11. Transcript: This Is Zoltan Pozsar’s Vision For Bretton Woods III (bloomberg)
  12. Move Over, Tennis: How Pickleball Became the Preferred Sport of The One Percent (townandcountrymagSS)

Be in the know. 28 key reads for Saturday…

  1. 99% of Buffett’s Wealth Came After Age 56 (dgi)
  2. Alibaba Stock Is Getting Hit by China’s Latest Covid Outbreak. 4 Reasons for Optimism.  (barron’s)
  3. Fintech Stocks Look Good to One Analyst. Here Are His 14 Picks. (barron’s)
  4. Tiger Woods bounces back from poor start to make cut at Masters (usatoday)
  5. Retail Crime Is Hurting Companies and Making Inflation Worse. What Investors Should Know. (barron’s)
  6. NYC’s best new restaurants: power lunches, hot scenes and date spots (nypost)
  7. Tesla May Start Mining Lithium as Musk Cites Battery Metal Cost (bloomberg)
  8. Tesla’s ‘Cyber Rodeo’ Was a Recruiting Event in a Party Hat (bloomberg)
  9. Hollywood Gets a New Giant (nytimes)
  10. Maker of $777,000 Flying Motorbike Prepares for IPO in Japan (bloomberg)
  11. Here’s What Happened at the Tesla ‘Cyber Rodeo’ in Austin (barron’s)
  12. Stocks Are Better Than Homes to Build Wealth (barron’s)
  13. U.S. recession indicator is `not flashing code red’ yet, says pioneering yield-curve researcher (barron’s)
  14. Why Carlyle Group Moved Beyond Private Equity (barron’s)
  15. The Legend of Li Lu (allocatorsasia)
  16. Stock Splits Actually Work—Just Not for the Reason Everyone Thinks (barron’s)
  17. HP Stock Got a Buffett Boost. Why It’s Still a ‘Screaming Buy.’ (barron’s)
  18. Shanghai’s Omicron Outbreak Corners Chinese Leader (wsj)
  19. Global regulatory body warns on liquidity risks in corporate debt (ft)
  20. 2 top strategists at $2.6 trillion UBS break down why housing bubble concerns could be overblown — but also advise buyers against trying to time the market (businessinsider)
  21. Ron Insana: Peter Thiel’s ‘sociopaths’ know something he doesn’t (cnbc)
  22. The Huge Endeavor to Produce a Tiny Microchip (nytimes)
  23. Yield Curve Inversions and SPX Returns (quantifiableedges)
  24. Why Utilities Stocks Look Risky Today (morningstar)
  25. Why Citigroup’s Stock Is a Top Pick (morningstar)
  26. Oaktree Capital’s Howard Marks on Globalized Markets and the Impact of Russia’s Invasion of Ukraine (Wharton)
  27. 10 Value Investing Books That Makes You As Smart as Warren Buffet (medium)
  28. Jamie Dimon letter to Shareholders (jpm)

Be in the know. 18 key reads for Friday…

  1. This forecast model says interest rates are nearing a peak. Bond investors will reap the rewards. (marketwatch)
  2. What to Buy Following an Epic Bond Rout (Barron’s)
  3. Home Depot uses Bluetooth to prevent stolen items from working and combat organized retail crime (marketwatch)
  4. Pfizer Just Made a Small Acquisition. It May Be More Important Than It Looks. (barron’s)
  5. This Auto Market Is Wild. Why Nothing Is as It Seems. (barron’s)
  6. Oil on track for second weekly fall after release of crude reserves (marketwatch)
  7. Berkshire Hathaway Piled Into HP. Now, the Debate Begins. (barron’s)
  8. Corporate Bonds Had Their Worst Quarter in Decades. Now for the Good News. (barron’s)
  9. Interest rates are nearing a peak. Bond investors will reap the rewards. (marketwatch)
  10. The stock market is behaving a lot like it did during the Iraq war. Here’s the future if the pattern continues. (marketwatch)
  11. Shanghai, in Lockdown, Struggles to Feed Itself (wsj)
  12. Tiger Woods Is Back at the Masters. So Are the Roars. (wsj)
  13. Blue-Collar Workers Make the Leap to Tech Jobs, No College Degree Necessary (wsj)
  14. Elon Musk’s One Twitter Board Seat May Be Enough (wsj)
  15. Jeep says its new electric Wrangler SUV concept goes 0-60 mph in 2 seconds (cnbc)
  16. Alibaba’s artificial intelligence tool to improve efficiency of China’s waste-to-energy plants (scmp)
  17. Spirit Airlines to start talks with JetBlue on its $3.6-billion bid (finance.yahoo)
  18. Elon Musk says 194 billion hamsters can fit inside Tesla’s new Gigafactory in Texas, which is as big as 3 Pentagons (businessinsider)

Be in the know. 27 key reads for Thursday…

  1. Federal Reserve To Shrink Balance Sheet This Fast; Nasdaq Leads Stocks Lower (investors)
  2. Expect a ‘shallow recession’ next year: Thomas Hayes (foxbusiness)
  3. Fed Signals It Will Act Sooner, and Stronger, Than Expected (barrons)
  4. Mocked as ‘Rubble’ by Biden, Russia’s Ruble Comes Roaring Back (bloomberg)
  5. Uber Is Pushing Its ‘Super App’ Plans With Broader Offerings in the U.K. (barrons)
  6. Warren Buffett’s Berkshire Hathaway Takes 11% Stake in HP (barrons)
  7. Charts suggest the market could rally after its current ‘short-term volatility spike,’ Jim Cramer says (cnbc)
  8. The Fed’s plan to rapidly slash its balance sheet is out. Here’s what happens to money in the system. (marketwatch)
  9. Tilray Stock Pops. Earnings Topped Estimates. (barrons)
  10. Fed Signals Rate Rises of Half-Point Could Be Warranted (wsj)
  11. The EU has paid Russia $38 billion for energy since the Ukraine war began. Now it’s considering escrow accounts to freeze the Kremlin’s revenue (businessinsider)
  12. Minutes Flag Value of Liquidity Tools (wsj)
  13. Twitter Says It Is Working on an Edit Button (wsj)
  14. Tiger Woods Is Back at the Masters—and Says He’ll Play to Win (wsj)
  15. Conservative Group Wants to Stop State Pensions From Pursuing ESG Initiatives (wsj)
  16. At the Frozen Four, Michigan Aims to Make Up for a Lost Year (nytimes)
  17. Inside a Campaign to Get Medicare Coverage for a New Alzheimer’s Drug (nytimes)
  18. Stocks Set for Pullback; Xi’s Resolve Tested: Evergrande Update (bloomberg)
  19. Fed Lays Out Plan to Prune Balance Sheet by $1.1 Trillion a Year (bloomberg)
  20. China’s $2.3 Trillion Infrastructure Plan Puts America’s to Shame (bloomberg)
  21. Walgreens expands its medical-care offerings in major California markets (cnbc)
  22. Loews Corporation is a ‘hidden gem’ in the rough, Jim Cramer says (cnbc)
  23. David Weils’ Confirmation Rejection Seen as Major Victory For Uber (UBER) and Peers – Mizuho (streetinsider)
  24. Rocket Companies (RKT) CEO Farner Loads Up $500,000 in Stock as Shares Lags on Rising Rates (streetinsider)
  25. Meta Platforms (FB) Plans to Create Virtual Coins and Tokens, Dubbed ‘Zuck Bucks’ – FT (ft)
  26. Hong Kong stocks begin to beat Chinese shares after languishing for a year as underdogs (scmp)
  27. Fed Fears Weigh on Foreign Sentiment Though Not Chinese Sentiment (chinalastnight)

The “Shake it Off” Stock Market (and Sentiment Results)…

On August 19, 2014, Taylor Swift released her hit song “Shake it Off.”  It was nominated for three Grammy awards in 2015 and named one of the 10 songs that defined the 2010’s by USA Today.  The key lyrics that relate to the current state of the stock market are as follows: Continue reading “The “Shake it Off” Stock Market (and Sentiment Results)…”