What I Am Reading
Saturday, March 2, 2024
Markets
- Stock Market Bubble Might Be Something Else AltogetherBarron's
- A Frothy Market Misses Vital Bubble IngredientsWall Street Journal
- Earnings, Big Tech Gave Investors Reasons to Buy US StocksBloomberg
- A golden age for stockmarkets is drawing to a closeEconomist
- Nasdaq surges more than 1% to take out 2021 record, S&P 500 closes above 5100 for the first timeCNBC
- Super Micro joining S&P 500 after 20-fold jump in stock in two yearsCNBC
- Record US oil and gas production keeps prices under pressureReuters
Central banks
Global
US
Europe
India
- To see India’s future, go southEconomist
China
Geopolitics & trade
Industries & companies
- Banks:Signs of Trouble at Regional Banks Reignite Sector FearsWall Street Journal
- Logistics:UPS Stock Had a Tough Year. Now It’s Time to Buy.Barron's
- Materials:A millennial is building America’s first nickel-cobalt refineryEconomist
- Materials:Yellen visits US lithium site in Chile, eyes progress on green transitionReuters
- Retail:Macy’s Stores Aren’t Fun Places to Shop. Its New CEO Wants to Fix ThatWall Street Journal
Corporate finance
AI
Beyond markets
- The Invisible $1.52 Trillion Problem: Clunky Old SoftwareWall Street Journal