Be in the know. 18 key reads for Monday…

  1. U.S. and China agree to slash tariffs for 90 days in major trade breakthrough (cnbc)
  2. Alibaba Stock Soars. It’s Not Just the China Trade Deal. (barrons)
  3. Surprise U.S.-China Trade Deal Gives Global Economy a Big Reprieve (wsj)
  4. ‘Decisive Moment’ in Trade Talks Puts China Rally Back on Track (bloomberg)
  5. US-China Trade Talks to Boost Sentiment in Asia, Strategists Say (bloomberg)
  6. New Alibaba method slashes costs of training AI for search by 88% (scmp)
  7. HEDGE FLOW Hedge funds re-enter Chinese equities on trade talk optimism, Morgan Stanley says (reuters)
  8. Nvidia, Intel, Marvell Stocks Jump. Why China Trade Progress Is Good for Chip Makers. (barrons)
  9. ‘Buy America’ Sweeps Across Global Markets After China-US Talk (bloomberg)
  10. Bullish Sign for S&P Flashes With More Stocks Shouldering Rally (bloomberg)
  11. The rally is real. The exposure? Still missing (zerohedge)
  12. The Ominous “Other”: Record Bearish Liquidation Is Misery For The Bears (zerohedge)
  13. Why JPMorgan says the U.S. lag vs. European stocks is just beginning (marketwatch)
  14. Investors Are Still Betting the Euro’s Rally Is in its Infancy (bloomberg)
  15. Americans Embrace Road Trips as Economic Fears Discourage Flying (bloomberg)
  16. Disney, Abu Dhabi and a growing theme park capital at ‘crossroads’ of world (cnbc)
  17. How to Think About the Stock Market When Earnings Guidance Becomes Meaningless (wsj)
  18. Spain’s unprecedented power outage sparks a blackout blame game over green energy (cnbc)

Be in the know. 14 key reads for Mother’s Day…

  1. Trump Touts “Great Progress” In China Tariff Talks, Suggests “Total Reset” On The Table (zerohedge)
  2. Stakes Rise as U.S. and China Open Second Day of Trade Talks (wsj)
  3. AI will be the mainstay of Alibaba’s business in next 3-5 years, chairman Joe Tsai says (scmp)
  4. Why the World Keeps Getting Shocked by China’s Technological Progress (bloomberg)
  5. China’s May Day holiday travel rebounds with surge in domestic, inbound, and outbound activity (technode)
  6. Donald Trump is right to ditch Joe Biden’s chip-export rules (economist)
  7. Huawei and other Chinese chip firms are catching up fast (economist)
  8. Why Warren Buffett matters beyond Wall Street (npr)
  9. Warren Buffett has created a $348bn question for his successor (economist)
  10. America’s Largest Grid Operator Warns Of Summer Power Shortages (zerohedge)
  11. Two online retailers think they have the key to beating tariffs (yahoo)
  12. Buy the dip: the trend that keeps stocks from crashing (economist)
  13. Why The Classic Ferrari 275 Is More Coveted Than Ever (maxim)
  14. 5 collector cars to put into your garage this week (classicdriver)