What I Am Reading
Monday, May 1, 2023
Markets
- Stock Market Calm Rekindles Debate Over Fed TighteningWall Street Journal
- Many Stocks Look Attractive. The Stock Market Doesn’t.Barron's
- How Activist Investors Target Companies in a Choppy MarketBarron's
- Asset managers control a growing share of society’s essentialsEconomist
- The power and the limits of the American dollarEconomist
Central banks
US
- Republicans Effectively Voted to Raise Taxes. They’re Fine With That.Wall Street Journal
Europe
China
- China factory activity unexpectedly cools in AprilReuters
- If China’s growth is so strong, why is inflation so weak?Economist
- China’s Oil Strategy Mixes Diplomacy and a Domestic Drilling PushWall Street Journal
- China’s Consumers Lead Recovery in AprilWall Street Journal
- Hollywood is losing the battle for ChinaEconomist
- China weighs giving single women IVF access to stem population declineReuters
- China Locks Information on the Country Inside a Black BoxWall Street Journal
Geopolitics & trade
Industries & companies
- Autos:GM’s Chevy Bolt Heads to Scrapyard With Mixed LegacyWall Street Journal
- Financials:Banks Are In a Tough Spot as Rates Rise. 3 Places to Hide.Barron's
- Housing:The Building Boom Is Prolonging Market PainWall Street Journal
- Retail:Bed Bath & Beyond store closures kick off land grabCNBC
- Tech:Big Tech’s Rebound Plays to Individual Investors’ Growth-Stock BetsWall Street Journal
- Tech:Big Tech Earnings Spark Hope That Worst Is OverWall Street Journal
Technology
- Yuval Noah Harari argues that AI has hacked the operating system of human civilizationEconomist
- ChatGPT raises questions about how humans acquire languageEconomist
- ChatGPT and Other AI Tech Relies on Your ContributionsWall Street Journal
- Elon Musk: SpaceX's Starship costing about $2 billion this yearCNBC