Be in the know. 16 key reads for Saturday…

  1. Stockpickers: How investors can take a leaf out of Warren Buffett’s book (ft)
  2. Warren Buffett’s Unparalleled Investing Record—in Charts (wsj)
  3. Why the Fed Should Be Easing—Even In the Face of Tariffs (barrons)
  4. Ex Fed’s Warsh highlights a path to lower rates, takes a fresh dig at the Fed (reuters)
  5. Pain trades are inevitable (ft)
  6. China and US kick off high-stakes trade talks in Geneva (ft)
  7. Fear Of Economic Collapse Forced China To Negotiate With Trump, Quietly Reach Out First: Reuters Report (zerohedge)
  8. What to Watch During the U.S.-China Talks This Weekend (wsj)
  9. Jack Ma’s Alibaba visit and replica flat spark nostalgia over company’s humble start (scmp)
  10. Alibaba’s Quark, China’s most popular AI app, launches ‘deep search’ (scmp)
  11. Trump Says 10% Tariff Baseline Unless ‘Exceptional’ Offer Made (bloomberg)
  12. Extreme Heat Risks Summer Power Shortages, Warns Largest US Grid (bloomberg)
  13. Big Wall Street Comeback Is Upending a Slew of Bear Market Bets (bloomberg)
  14. ‘The Only Material Buyer Of This Dip Was Mr & Mrs Retail’; Goldman Macro Trader Sees ‘Path To Real Market Tailwinds’ (zerohedge)
  15. Boeing Stock Rises. Trump Was Right. (barrons)
  16. ESPN will call its forthcoming flagship streaming app simply ‘ESPN,’ sources say (cnbc)

Be in the know. 24 key reads for Friday…

  1. Trump suggests cutting China tariff to still-high 80% ahead of U.S.-Beijing trade talks (cnbc)
  2. How a China Trade Deal Would Put Stocks on Course for New Records (barrons)
  3. Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks (bloomberg)
  4. Mr. Ahern Goes to Washington (chinalastnight)
  5. Alibaba breaks down barriers as CEO Eddie Wu calls for a return to entrepreneurial roots (scmp)
  6. China’s e-commerce giants to kick off midyear shopping festival next week (scmp)
  7. Exclusive: Nvidia modifies H20 chip for China to overcome US export controls, sources say (reuters)
  8. Trump Makes a Deal With the U.K. Now Comes the Hard Part. (barrons)
  9. IAG Orders 71 Large Jets from Boeing, Airbus to Grow Network (bloomberg)
  10. Boeing Stock Jumps on Trade News. It Isn’t About Plane Sales to the U.K. (barrons)
  11. With U.K. Deal, U.S. Signals That 10% Tariff on World Is New Baseline (wsj)
  12. Boeing is the first winner in new era of piecemeal trade deals (yahoo)
  13. UBS lifts Boeing stock target, doesn’t sees tariffs impacting FCF recovery (investing)
  14. Exclusive: India offers to slash tariff gap by two-thirds in dash to seal trade pact with Trump (reuters)
  15. Commerce Secretary Howard Lutnick: We’re going to roll out dozens of trade deals over the next month (youtube)
  16. Markets Soar As Trump Says “Better Go Buy Stocks Now” (zerohedge)
  17. How Global Carmakers Are Responding To Tariffs: Full Summary (zerohedge)
  18. Shock: Surging US Power Demand Suggests GDP Growth Over 3% (zerohedge)
  19. Corporate share buybacks were a shock absorber in April’s sell-off (ft)
  20. The Best Consumer Cyclical Stocks to Buy (morningstar)
  21. The Secret Thread Between Warren Buffett and Other Game Changers (barrons)
  22. Disney CEO Bob Iger delivers new magic for investors (foxbusiness)
  23. Stifel maintains Buy rating and $66 target on GXO Logistics stock (investing)
  24. The GOP Tax Bill Could Solve the Tariff Problem (wsj)