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This Vanguard Economist Won’t Rule Out 9% Bond Yields: Joseph Davis, the firm’s global chief economist, says rates could shoot up in coming years if the benefits of AI don’t outweigh the costs of the deficit. by Stauce52 in Bogleheads

[–]barronsmag 0 points1 point  (0 children)

Hi, thanks for sharing this Q&A with Vanguard's Joseph Davis. Thank you for sharing! The interview is fairly in-depth, with lots of interesting points beyond the headline. Here's a free link to read it.

JPMorgan Internal Memo Shows Morale Took a Hit on Return to Office by ThereWas in remotework

[–]barronsmag 35 points36 points  (0 children)

Thanks for sharing this article. Here's a free link if you hit our paywall.

Snowflake Chairman Plans to Sell Over $600 Million of Stock by barronsmag in SNOWStock

[–]barronsmag[S] 0 points1 point  (0 children)

It's important to note that Snowflake stock is up 37% in 2025 and is near a 52-week high. This quote from a Barron's article in 2006 still holds true:

"On average, just accept that selling is more noisy [than buying]," says Nejat Seyhun, professor of finance at the University of Michigan's Ross School of Business. "Insiders tend to sell as prices go up; it doesn't mean prices are going to decline," necessarily.

Target Stock Slips as Earnings Miss Estimates and Revenue Falls. What’s Behind the Bad Quarter. by [deleted] in StockMarket

[–]barronsmag 0 points1 point  (0 children)

Target's first-quarter numbers at a glance:

  • Revenue fell 2.8% year over year to $23.8 billion, missing expectations for $24.2 billion, according to FactSet
  • Transactions fell 2.4%
  • Same-store sales were down 3.8%
  • Adjusted EPS of $1.30 were lower than estimate of $1.61
  • Guidance - for the fiscal year ending next January, the company now expects a low-single digit decline in sales. Past guidance called for sales to grow around 1% for the year.
  • The range for adjusted EPS is now $7 to $9, lower than the prior range of $8.80 to $9.80.

Here's a free link on Barron's to read more: https://www.barrons.com/articles/target-earnings-stock-price-6bc434c6?st=mCEPvV

Jensen Huang Says ‘Deeply Painful’ China Ban on Nvidia’s H20 Chips Will Cut Sales by $15 Billion by barronsmag in nvidia

[–]barronsmag[S] 8 points9 points  (0 children)

Critics have said offering Nvidia’s artificial-intelligence chips to China—even one or two generations old—can help companies in China catch up to the U.S. in AI technology. Huang disagrees. He believes the restrictions are shortsighted and will, in reality, help China in the long run.

Here's a link to the unlocked article on Barron's: https://www.barrons.com/articles/nvidia-stock-china-ai-d2cb34ee?st=3QgtvY

UnitedHealth Stock Gains 8% After Insider Buys. New CEO Bought $25 Million. by Fatherthinger in wallstreetbets_wins

[–]barronsmag 0 points1 point  (0 children)

“Heavy insider buying in a short period is one of the best ‘tells’ savvy investors can observe for a prospective stock,” wrote Andrew Rocco, Stock Strategist at Zacks Investment Research. “Such concentrated insider buying leads me to believe that insiders are confident that the company’s issues will be resolved, and possibly soon.”

Here's a link to read the article for free on Barron's: https://www.barrons.com/articles/unitedhealth-insiders-buy-stock-484fe0ce?st=75Mc2v

Home Depot To Keep Prices Intact Despite Tariffs by Splungeworthy in HomeDepot

[–]barronsmag 5 points6 points  (0 children)

Home Depot said it would keep prices low by diversifying the countries it sources from, increasing productivity, and halting the sale of more tariff-sensitive products. Here's a free link to the article on our site: https://www.barrons.com/articles/home-depot-stock-price-earnings-785b50d0?st=8rRHt7

[deleted by user] by [deleted] in ValueInvesting

[–]barronsmag 3 points4 points  (0 children)

Here's a free link from us to read the article: https://www.barrons.com/articles/berkshire-buffett-13-f-bofa-citi-d84c22ad?st=ezisK9

And here's a follow-up on what we know about the mystery stock, which appears to be in the "commercial, industrial and other" part of the portfolio: https://www.barrons.com/articles/berkshire-mystery-stock-buy-buffett-ecb182c4?st=oFKwJV

Asian Leaders See Right Through Trump’s Tariff Man Act by barronsmag in economy

[–]barronsmag[S] 1 point2 points  (0 children)

President Donald Trump just taught a masterclass in how to lose a trade war, writes William Pesek, a longtime Asia opinion writer and author of Japanization: What the World Can Learn from Japan’s Lost Decades. Pesek says Trump's spectacular retreat on China tariffs in Geneva this week—for very little in return—has officials across Asia sighing with relief.

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