What I Am Reading
Monday, March 18, 2024
Markets
- Small-Cap Stocks Look Set to Outperform the Market. What to Do Now.Barron's
- Goldman lays out next phases of AI trade and the stocks to play themCNBC
- Oil’s endgame could be highly disruptiveEconomist
- Why oil supply shocks are not like the 1970s any moreEconomist
- For 50 years the story of oil has been one of matching supply with increasing demandEconomist
Central banks
US
- The Consumer Price Index Doesn’t Capture What’s Really Hurting Consumer ConfidenceBarron's
- This week provided reminder that inflation isn't going away anytime soonCNBC
- America’s extraordinary economy keeps defying the pessimistsEconomist
- America’s economy has escaped a hard landingEconomist
- Talk of recession is dying down in corporate AmericaCNBC
- America’s Office Fire Sale Has Barely BegunWall Street Journal
- A Look Into the Future of Home Buyers’ Agent CommissionsWall Street Journal
China
Japan
Geopolitics & trade
- Netanyahu Rejects Schumer’s Call for New Israel Elections as ‘Totally Inappropriate’Wall Street Journal
- How China Could Swamp India’s Chip AmbitionsWall Street Journal
- In Central Europe, Czechs Go Hunting for Arms for UkraineWall Street Journal
- Putin seen winning an expected landslide 88% of Russian election voteCNBC
- Time for TikTok to cut its ties to ChinaEconomist
- White House: Senate should move swiftly on TikTok billCNBC
Industries & companies
- Disney:Nelson Peltz Fights Disney—and Turmoil at His Own FundWall Street Journal
- Pharma:Wegovy heart health approval won't mean broad insurance coverage yetCNBC
- Retail:6 Retail Stocks That Look Like Bargains, According to This Industry ExpertBarron's
- Tech:Big Pension Bought Up Nvidia, Intel, and AMD Stock, Sold MicronBarron's
- Tech:Meet the Tech Company That Had a Better Year Than NvidiaWall Street Journal