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📰 Market Headlines
Markets plunged across the board as the new tariffs on Canada, Mexico, and China continued to rattle investors.
The CFPB dropped its lawsuit against JPMorgan, Bank of America, and Wells Fargo over Zelle fraud allegations that claimed customers lost over $870 million.
Congress is racing against time to avoid a government shutdown in 11 days, with disputes over President Trump's DOGE budget cuts threatening to derail negotiations.
🍷 Alternative investing news
While billionaires are busy buying vineyards, the smarter money may be in wine trade finance.
Wine trade finance has an absurdly high Sharpe ratio, which measures returns relative to volatility, and the investment vehicles in the space are usually only available to those who can cut checks of $100k or more.
📊 Ideas, trends, and analysis
President Trump’s decision to pause Ukraine aid fueled a surge in European defense stocks, with Rheinmetall up 80%.
🧠 Make yourself heard
European defense companies like BAE Systems, Thales, and Rheinmetall are seeing substantial stock price increases.
How are you playing the latest developments in European defense stocks? |
😱 Fear and Greed Index
📊 Winners and losers
Apple's New Smart Display Confirms What This Startup Knew All Along
Apple has entered the smart home race with its new Smart Display, firing a $158B signal that connected homes are the future.
When Apple moves in, it doesn’t just join the market — it transforms it.
One company has been quietly preparing for this moment.
Their smart shade technology already works across every major platform, perfectly positioned to capture the wave of new consumers Apple will bring.
While others scramble to catch up, this startup is already shifting production from China to its new facility in the Philippines — built for speed and ready to meet surging demand as Apple’s marketing machine drives mass adoption.
With 200% year-over-year growth and distribution in over 120 Best Buy locations, this company isn’t just ready for Apple’s push — they’re set to thrive from it.
Shares in this tech company are open at just $1.90.
Apple’s move is accelerating the entire sector. Don’t miss this window.
Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.
Upcoming earnings this week
CrowdStrike beat Q4 earnings estimates but provided an underwhelming fiscal 2026 sales outlook; shares fell 5.41%.
Best Buy topped Q4 expectations with a 0.5% comparable sales increase, but shares plummeted over 13%.
AutoZone missed Q2 EPS and revenue estimates as gross margin remained flat, however, shares went up 1.4%.
Target reported Q4 comparable sales growth as shares went up 0.3%.
Market movers
The IRS drafted plans to cut up to 45,000 jobs through layoffs, attrition, and buyouts, with 7,000 probationary employees already dismissed.
Amazon is developing a new AI model with advanced "reasoning" capabilities called Nova, set to launch by June.
Goldman Sachs said it may cut over 1,300 employees, or 3-5% of its workforce.
CVS announced plans to lay off 183 employees, mostly remote workers, as part of its ongoing $2 billion cost-cutting plan.
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📊 Crypto
Crypto trading firm Cumberland reported that the SEC had dropped its lawsuit, easing regulatory tensions as market sentiment steadied.
🌍 Global Perspectives
🇷🇸 Serbia's Parliament erupted in chaos as opposition lawmakers lit flares and threw smoke grenades to protest.
🇩🇪 Germany's opposition leader Friedrich Merz struck a "game-changing" deal to boost defense spending to 2% of GDP.
🇯🇵 Japan is battling its biggest wildfire in decades in Ofunato, which has spread through 2,100 hectares, damaged 84 homes, and forced over 1,200 to flee.
🇹🇳 🇮🇹 Thirty-two migrants were rescued by an NGO ship after being stranded for days on an oil platform off the coast of Tunisia.
🎤 What you said last time
Props to thse of you who have gone a week or more.
“Surgery required it. Never tried a voluntary one!”
🧠 Miscellanea
A scorpion stung a woman at Boston Logan Airport as she retrieved her luggage from a flight from Mexico.
Strange ocean events like oarfish sightings and whale strandings are warning signs of environmental disruption, scientists say.
Scientists aiming to resurrect the woolly mammoth have created woolly mice with cold-tolerant traits.
📺 What to Watch Today
That’s all for today. Did I miss anything? Smash the reply button to let me know.
Or find me in the Alts Community.
Cheers,
Wyatt
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