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- 🇪🇺 European defense stocks soar
🇪🇺 European defense stocks soar
🏛️ As US government shutdown looms

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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

This smart home company grew 200%…
No, it’s not Ring or Nest—it’s RYSE, a leader in smart shade automation, and you can invest for just $1.90 per share.
RYSE’s innovative SmartShades have already transformed how people control their window coverings, bringing automation to homes without the need for expensive replacements.
This year alone, RYSE has seen revenue grow by 200% year over year and expanded into 127 Best Buy stores, with international markets on the horizon. Plus, with partnerships with major retailers like Home Depot and Lowe’s already in the works, they’re just getting started.
Now is your chance to invest in the company disrupting home automation—before they hit their next phase of explosive growth. But don’t wait; this opportunity won’t last long.
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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