Be in the know. 10 key reads for Sunday…

  1. Honda CEO Is All About Hybrids Now That EV Adoption Is ‘Pushed Back 5-6 Years’ (thedrive)
  2. Cox Automotive Q2 2025 Dealer Sentiment Index Reveals Market Momentum Amid Tariff Concerns (coxauto)
  3. More Homes Are for Sale. Who Is Listing in a Slow Market. (barrons)
  4. Zillow: Housing market to see first annual U.S. home price drop since 2011 (fastcompany)
  5. Investors Are Getting a Taste of a Stock Market Without Big Tech Leadership (inc)
  6. Hedge Funds Finally Bought Stocks As Market Flip-Flopped (zerohedge)
  7. BEYOND Expo 2025: Alibaba Cloud founder Jack Wang wants to take AI to space (technode)
  8. AI Is Eating Data Center Power Demand—and It’s Only Getting Worse (wired)
  9. How Trump made a 30% tariff feel like a relief (npr)
  10. America’s 100 Greatest Golf Courses (golfdigest)

Be in the know. 15 key reads for Saturday…

  1. Bessent Sees Easing Capital Rule on Treasuries This Summer (bloomberg)
  2. U.S. Treasuries Might Be Wildly Undervalued. Here’s an Example. (barrons)
  3. New home sales unexpectedly surge despite high mortgage rates as builders lower prices (nypost)
  4. First-Time Home Buyers Downsize Amid Tight Supply, High Interest Rates (wsj)
  5. Healthcare Stocks Are So Bad, They’re Good. What to Buy Now. (barrons)
  6. Boeing’s stock has been surging. Here’s why it has become a FOMO play. (marketwatch)
  7. Boeing in Tentative Agreement to Pay $1.1 Billion to Avoid Trial for 737 MAX Crashes (wsj)
  8. Bessent Sees ‘Several Large’ Trade Deals in Next Few Weeks (bloomberg)
  9. Dollar Falls to Lowest Since 2023 as Investors Eye Trade Risks (bloomberg)
  10. Alibaba Chair Says Asian Firms Can Look For Growth Outside of US (bloomberg)
  11. The stock picker’s market is back: Chart of the Week (yahoo)
  12. The Best Basic Materials Stocks to Buy (morningstar)
  13. ‘Lilo & Stitch’ Thwarts ‘Mission’ While Shattering Box Office Records (forbes)
  14. GOP Bill Benefits Fossil Fuels, and Compensates for Adverse Impact (barrons)
  15. Ed Yardeni Says It’s Not as Bad as You Think (bloomberg)