- As Donald Trump’s trade war heats up, China is surprisingly confident (economist)
- China and America are racing to develop the best AI. But who is ahead in using it? (economist)
- Alibaba’s Qwen2.5-Omni tops Hugging Face’s open-source Ai model list (technode)
- Employee Pricing Returns at Stellantis and Ford Amid Customer Uncertainty (thedrive)
- Automakers jump on Tesla’s brand woes with discount EV offers (techcrunch)
- New Auto Tariffs Are Now in Place, Driving the Industry into Uncharted Territory (coxautomotive)
- Are there any business winners in Trump 2? (economist)
- Cautious Optimism for Building Products Distribution Rising as Sustained Demand for New Residential Construction Expected (morningstar)
- More homes are finally hitting the spring market. Will buyers take the plunge? (npr)
- How Investing Will Change if the Dollar No Longer Rules the World (wsj)
- The Complicated Relationship Between Consumer Sentiment and Stocks (wsj)
- ‘Keep Your Head When All About You Are Losing Theirs’: Here’s Warren Buffett’s Classic Advice As Stock Market Plunges on Tariff Announcement (entrepreneur)
- Alex Ovechkin has tied Wayne Gretzky’s all-time NHL goals record (npr)
- The Launch of the Torpedo Bat (newyorker)
- 5 collector cars to put into your garage this week (classicdriver)
- 5 holes that will decide the Masters (hint: not on the back 9) (golf)
Tag: StockMarket
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 285
Article referenced in VideoCast above:
Hedge Fund Tips with Tom Hayes – Podcast – Episode 285
Article referenced in Podcast above:
Quote of the Day…
Be in the know. 19 key reads for Saturday…
- Dalio Sees US, China Push for Yuan Deal as Part of Trade Relief (bloomberg)
- How Alibaba is transforming into a catalyst for China’s AI boom (scmp)
- Nike, Lululemon Rebound as Trump Touts Call With Vietnam Leader (bloomberg)
- Mortgage Rates Are Heading Lower. Is It a Good Time to Buy a Home? (barrons)
- The Fed Is In ‘No Hurry’ to Lower Interest Rates. Don’t Be Surprised by Multiple Cuts. (barrons)
- The Big Losers in Trump’s Tariff Chaos—and a Couple of Survivors (wsj)
- Energy Tanked on Trump’s Tariffs. Natural-Gas Stocks Could Still Fire Back Up. (barrons)
- U.S. natural gas consumption set new winter and summer monthly records in 2024 (eia)
- Stellantis gives employee discount to US buyers as tariffs take effect (nypost)
- General Motors, Nissan to boost production at US plants due to Trump tariffs (nypost)
- Hedge funds hit with steepest margin calls since 2020 Covid crisis (ft)
- Goldman: Biggest. Selling. Ever! (zerohedge)
- With value investing back in vogue, I’m taking a leaf out of Warren Buffett’s playbook (yahoo)
- Trump is calling for a rate cut to rescue markets. Why he might be right. (marketwatch)
- A weaker dollar and lower rates are part of Trump’s plan. Don’t say you weren’t warned. (marketwatch)
- Flight to safety pushes 10-year Treasury yield below 4% (ft)
- The Stock Market Had Its Worst Week Since the Pandemic. Keep Hope Alive. (barrons)
- Tariff impact manageable for commercial aero; Boeing exposure limited: Wells Fargo (investing)
- Something’s Gone Wrong With Microsoft’s Huge AI Data Center Investments (futurism)
Tom Hayes – Fox Business Appearance – Varney & Co. – 4/4/2025
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – April 4, 2025
Where is money flowing today?
Data Source: Finviz
Indicator of the Day (video): DJ Transport Stocks Above 200 EMA
Our Applied Stock Market Indicator of the Day (in 60 Seconds or Less) is:
DJ Transport Stocks Above 200 EMA
Be in the know. 25 key reads for Friday…
- Why This Is China’s Year in Markets (bloomberg)
- China Retaliates Against Trump Tariffs With 34% Levy on U.S. Goods (barrons)
- Cheap Shein and Temu Finds Are History. This Import Loophole Is Now Closed. (barrons)
- Gold and Foreign Stocks Are Winning. Here Are the Losers. (barrons)
- Donald Trump triggers race to offer US concessions before tariffs hit (ft)
- A Market-Rattling Attempt to Make the American Economy Trump Always Wanted (wsj)
- Ford rolls out discounts — and Volvo, Mercedes eye upping US production as Trump’s auto tariffs rev up (nypost)
- Volvo Cars’ new CEO vows to produce more cars in US (reuters)
- Fed to cut rates five times in 2025 to shore up economy amid tariff storm: Citi (streetinsider)
- Fed to go big with June start to interest-rate cuts, traders bet (yahoo)
- Euro Emerges as Unlikely Winner From Trump’s Trade Shock (bloomberg)
- Dollar Weakens as Investors Seek Safety Elsewhere (wsj)
- Mortgage Rates in US Slip for a Second Week, Dropping to 6.64% (bloomberg)
- Hiring Defied Expectations in March, With 228,000 New Jobs (wsj)
- Intel Gains on Report of Joint Venture Deal With TSMC (bloomberg)
- Alcohol Industry Dodges Worst of Trump’s Tariffs — For Now (bloomberg)
- Consumer Staples Gain on Rush to Safety After Tariffs Spark Market Rout (wsj)
- Exempt or Not, the Chip Industry Won’t Escape Tariffs (wsj)
- Lululemon stock falls as Trump’s tariffs put it in the ‘bullseye.’ This analyst still says buy. (marketwatch)
- The ‘Magnificent Seven’ saw a record $1 trillion wipeout — and Apple led the way (marketwatch)
- Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
- Retail Traders Step In to Buy as Others Flee in Tariff Rout (bloomberg)
- US Energy Chief Plans to Use Federal Land to Build Data Centers (bloomberg)
- These Are Scary Times. Market Downturns Can Be a Buying Opportunity. (barrons)
- Why You Should Ignore Everything Going On in the Market Right Now (barrons)
Where is money flowing today?
Data Source: Finviz