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The 90-day tariff truce boosted markets and propelled the Nasdaq into a new bull market as the A.I. trade got some beneficial treatment from the White House, Is there any conviction behind this rally, or is it simply short covering ahead of the summer season? Plus, Moody's downgrades the U.S. credit rating on concerns about rising debt levels, but investors have plenty of other concerns.
LINKShttps://www.investopedia.com/what-to-expect-in-the-markets-this-week-11734954https://www.investopedia.com/terms/s/shortcovering.asphttps://www.investopedia.com/tariffs-may-pinch-profits-at-walmart-retailer-says-11735725https://www.moodys.com/web/en/us/about-us/usrating.htmlhttps://www.bespokepremium.com/interactive/research/think-big-blog/
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You Can Now Trade eToro on the eToro online brokerage platform as the company joined the capital markets through an IPO on the Nasdaq. Co-founder and CEO Yoni Assia on the platform's long journey from its origins in 2007, through the Great Financial Crisis, the pandemic and the dawn of cryptocurrency to its debut as a public company.LINKS:https://www.etoro.com/about/https://www.investopedia.com/etoro-review-6741360
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Fed Chair Powell is preaching patience as the Fed held interest rates last week, but individual investors have been leaning back into the stock market after a historical bout of pessimism. The tariff tantrum has reset the all-important CAPE Ratio, and while the fundamentals look a little better right now, the future of corporate profits is the $22 trillion question as trade negotiations continue. Plus, what to expect this week as new inflation reports and consumer sentiment readings are coming our way.
Resource linkshttps://www.spglobal.com/spdji/en/spiva/article/us-persistence-scorecard/https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11731294https://www.investopedia.com/us-and-china-are-meeting-to-talk-trade-tariffs-this-weekend-heres-what-we-know-update-11731774https://www.investopedia.com/terms/c/cape-ratio.asphttps://classic.foodandwine.com/https://www.downtownjoshbrown.com/
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It may have come as a surprise to those of us in attendance at the Berkshire Hathaway meeting in Omaha this Saturday, but Warren Buffett gracefully said he'll be stepping aside as CEO at the end of the year, ending the greatest 60-year run in business history. The 94-year old paved the way for his successor, Greg Abel, but reassured investors and the Berkshire faithful that he'll be hanging around to provide his infinite wisdom to the new leadership team, and to the rest of us. Listen to Warren's enduring words of wisdom, and to his faithful investors and students who are on the lifelong investing journey with him.
Links for show notes:https://www.investopedia.com/terms/m/marketcapgdp.asphttps://www.investopedia.com/articles/markets/041714/how-warren-buffett-made-berkshire-hathaway-worldbeater.asphttps://www.investopedia.com/warren-buffett-to-step-down-as-ceo-of-berkshire-hathaway-at-year-end-11727785https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11725770https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlhttps://www.investopedia.com/terms/s/sell-in-may-and-go-away.asphttps://buffett.cnbc.com/warren-buffett-archive/https://www.investopedia.com/terms/m/marketcapgdp.asphttps://www.youtube.com/watch?v=1Nvte97VM6Y
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Chef Kwame Onwuachi is one of the most influential and innovative chefs working today. A James Beard Award-winner, best-selling author, entrepreneur, and storyteller, Chef Kwame derives his inspiration from the world and the communities he grew up with in the Bronx, NY, and his never-ending educational journey through food, flavor and history. Our conversation took place at Future Proof CityWide in Miami Beach in March, as part of the Recipe for Innovation Live series from Invesco QQQ, in partnership with Investopedia and Food and Wine.
Resources:
https://www.invesco.com/qqq-etf/en/recipe-for-innovation.htmlhttps://www.tatiananyc.com/https://www.kwameonwuachi.com/https://www.foodandwine.com/author/ray-islehttps://futureproofhq.com/citywide/
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A de-escalation in the tariff sabre rattling between the U.S. and China brought the buyers back into the stock market, lifting it well out of correction territory as investors hope for cooler heads to prevail. But the damage to retail supply chains may have been done as the National Retail Federation warns of a 20% hit to sales if the tariffs remain on core items, and the big ticket holiday spending events like Halloween may be at risk.Plus, a rare breadth indicator resurfaces as stocks surge, reminding us that we are investing in a headline driven environment.
Resources:https://nrf.com/media-center/press-releases/import-cargo-levels-to-drop-sharply-amid-new-tariffs-and-uncertainty
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-april-28-2025-11721321
https://www.hiaonline.org/news/698973/Press-Release---Tariffs-Threaten-to-Cancel-Halloween-and-Cripple-Christmas.htm
https://www.investopedia.com/terms/b/breadth-thrust-indicator.asp
https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/
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David Booth, the founder and Chairman of Dimensional Funds, on how he and a group of future Nobel Prize winners came together at the University of Chicago in the late 1960’s and 70’s and revolutionized the investing world by applying data, for the first time, to quantify the real performance of the stock market, and to shine a glaring spotlight on the way Wall Street used to work. In the process, they created Dimensional Funds - one of the most successful investing firms in history.
LINKS:
https://www.dimensional.com/us-en/who-we-are/about-us
https://www.youtube.com/watch?v=T98825bzcKw
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The Big Money continues to flee U.S. assets amid more policy uncertainty and lack of guidance from C-Suites, but that hasn’t stopped individual investors from trying to buy the dips. That strategy has backfired, but they show no signs of giving up, yet. Plus, the president brings the smoke to the Fed Chair, but Powell may be protected by a key piece of legislation from 1913.
Resource links:
https://www.vandaresearch.com/
https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780
https://www.investopedia.com/terms/f/1913-federal-reserve-act.asp
https://www.investopedia.com/trump-hints-at-firing-powell-after-fed-chair-signals-no-rate-cut-soon-11717006
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11717208
https://www.vandaresearch.com/
https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780
https://www.npr.org/2025/04/17/1245273497/economic-lessons-learned-from-investopedia-and-ferris-bueller
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As the biggest stocks in the market continue their dizzying selloff, retail investors have been buying the dip at levels we haven't seen since just after the pandemic lockdowns. Vanda Research reported record inflows into the Magnificent 7 and other widely-held stocks like Palantir after April 2nd, and buying the dip has proved very painful during this correction. Marco Iachini, the S.V.P. of Research for Vanda Research, joins the Investopedia Express Conversation Series to break down what we've been buying, and searches for signs of capitulation across the stock market.
LINKS FOR SHOW NOTES:
https://www.vandaresearch.com/
https://www.investopedia.com/investors-are-scared-but-not-selling-these-stocks-are-keeping-them-in-the-market-11716780
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Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors second-guessing the rally in stocks and selling U.S. Treasuries and the Dollar. Plus, retail investors have been trying to catch falling knives amid the market volatility by buying the dips, but that strategy has backfired in this cycle, and trust in our capital markets has been compromised. And, big bank CEOs are warning about a recession, but beauty stylists are already seeing it show up at the salon.
Links for show notes:
https://content.govdelivery.com/bulletins/gd/USDHSCBP-3db9e55?wgt_ref=USDHSCBP_WIDGET_2
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/trump-exempts-smartphones-computers-chips-from-tariffs-11714237
https://www.investopedia.com/terms/l/lipstick-effect.asp
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Steve Eisman, who was profiled in the terrific book and movie, "The Big Short", explains why he's not shorting any parts of the market right now, but what he would bet against under certain conditions. He explains what's different about this recent volatility and the Great Financial Crisis and the crash of 1987, and how the tariff war might play out as negotiations continue. Plus, his thoughts on Steve Carell's portrayal of him in the movie and how that has changed his life.
Links: https://www.audacy.com/podcast/the-eisman-playbook-048f2
https://www.investopedia.com/articles/investing/020115/big-short-explained.asp
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Liberation Day last week brought the biggest selloff in the stock market since the early days of the pandemic as investors couldn't get out of stocks fast enough, putting a swift end to the bull market that began running in October of 2022. Fed Chair Jerome Powell preaches patience as the impacts of the tariffs are still unknown, but consumers and investors haven't been this pessimistic in years. We lay out three scenarios for what might happen next in the tariff war, but one thing is for certain - no one - not even our elected officials, really knows. Plus, the Fed Chair shares his favorite economic indicator and Grateful Dead albums.
LINKS for show notes
https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/
https://sabew.org/
https://www.investopedia.com/stocks-just-had-one-of-their-worst-weeks-of-this-century-update-11709694
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11708734
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Investors have been bracing for, and selling ahead of April 2nd, dubbed "Liberation Day", by The White House, when hundreds of billions of dollars in tariffs are set to be imposed on Canada, Mexico and China. That has driven consumer and investor sentiment down to multi-year lows as we ready ourselves for more inflation and profit pressure. Meanwhile, the rise of a new coalition of autocracies called the CRINK's has been very busy doing business with one another in Russia, China, Iran and North Korea, and they are doing it without the Dollar. What a declining greenback means for the strength of the U.S. economy as it enters a new era of protectionism.
LINKS for show notes:
https://www.bis.doc.gov/index.php/other-areas/office-of-technology-evaluation-ote/section-232-investigations
https://www.investopedia.com/terms/p/protectionism.asp
https://globaltradealert.org/
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11704419
https://www.investopedia.com/investors-are-gripped-by-fear-and-distrust-but-hold-onto-favorite-stocks-11703339
https://www.youtube.com/watch?v=lnG2EvqRKbA
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Stocks rallied last week following dovish comments and forecasts from the Federal Reserve, but Chair Powell said inflation may be 'transitory', which brought back nasty flashbacks from 2021. Investors are as bearish as ever, but retail investors have been buying the dip on our favorite stocks that are way off their recent highs. Is our timing terrible, or have we decided that the market has bottomed and the tariffs that go into effect next week will just be a minor adjustment? Plus, what the SKEW Index is telling us, and what to expect in the stock market and the economy this week.
LINKS FOR SHOW NOTES:
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11700527
https://www.investopedia.com/terms/s/skew-index.asp
https://www.cboe.com/us/indices/dashboard/skew/
https://www.carsongroup.com/insights/blog/four-reasons-not-to-panic-and-sell-right-now/
https://www.investopedia.com/dot-plot-spotlight-fed-sees-interest-rate-cuts-coming-11699946
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Seema Shah, the Chief Global Strategist at Principal Asset Management, on how and where to invest as tariff and policy uncertainty roils markets and economies. In an unpredictable investing landscape, Seema helps us focus on the real trends, assets and indicators that can lead us to a clearer path.
LINKS
https://www.principalam.com/us/insights
https://www.linkedin.com/in/seemavshah/
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The S&P 500 fell into a correction last week as sentiment soured to multi-year lows amid tariff and economic policy uncertainty. Don't look now, but credit spreads are widening, pushing the Fed into the caution zone ahead of this week's pivotal meeting on interest rates. Plus, six ways to protect your portfolio if you can't sleep at night, and believe it or not, a big IPO is heading our way.
Links for show notes:
https://site.warrington.ufl.edu/ritter/files/IPO-Statistics.pdf
https://www.sec.gov/Archives/edgar/data/2003292/000162828025012824/klarnagroupplcf-1.htm
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11696253
https://www.investopedia.com/terms/c/creditspread.asp
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Another week of selling as the stock market suffers its worst week since early September sending the Nasdaq into correction territory and triggering the very rare and very dangerous Titanic Syndrome. Plus, the headline numbers and the Fed Chair both say the economy is in a good place, but that depends where you live inside of it. We break down the Good, the Bad, and the Ugly inside the economy today, and explain why 'stagflation' is back in the conversation.
LINKS FOR SHOW NOTES
https://www.investopedia.com/terms/s/stagflation.asp
https://www.atlantafed.org/cqer/research/gdpnow
https://www.investopedia.com/fed-chair-powell-confirms-wait-and-see-approach-to-rate-cuts-11693204
https://www.investopedia.com/job-market-bounced-back-in-february-11692802
https://www.investopedia.com/terms/h/hindenburgomen.asp
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February was a short and brutal month across the capital markets as the momentum trade into Big Tech and A.I. stocks reversed, leaving a pile-up of major losses across investors' favorite stocks. The White House dropped a new executive order to build a 'Strategic Crypto Reserve', breathing some bullishness back into the beleaguered crypto patch, and Wall Street has dusted off an old, but risky strategy called 'Portable Alpha', to find the next moonshot stocks.
LINKS FOR SHOW NOTES:
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11687706
https://www.investopedia.com/terms/p/portablealpha.asp
https://www.investopedia.com/trump-says-canada-mexico-tariffs-will-take-effect-next-week-china-rate-to-double-11687476
https://www.economy.com/economicview/analysis
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A swift drop in investor and consumer sentiment rattled the ‘Immaculate Rotation’ from growth to value stocks, sending the stock market off of record highs. But that hasn’t stopped retail traders from rushing back into the stock market at levels approaching 2021 highs in search of dips across mega cap tech, A.I. and consumer discretionary stocks. Is our timing as bad as it was during Roaring Kitty’s heydays? Plus, Warren Buffett’s annual shareholder letter dropped Saturday with its usual dose of wisdom and humility. But it’s hard to be humble when your holding companies generated $47 billion in operating profit last year, and you are sitting on $343 billion in cash.
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11683487
https://www.investopedia.com/berkshire-hathaway-earnings-q4-fy24-warren-buffett-11684624
https://www.investopedia.com/featured/original/investopedia-explains
https://www.bespokepremium.com/interactive/research/think-big-blog/
https://www.vandaresearch.com/news/
https://berkshirehathaway.com/2024ar/2024ar.pdf
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Stocks snapped a two-week, battling through tariff and inflation headlines, to come within a fraction of all-time highs. What's driving the market higher now, what's different about today's rally, and why are global stocks spiking in the age of American Exceptionalism? Plus, welcome to the age of Electricity as demand to power the data centers and robotics revolution is set to soar to new heights, bringing power stocks along with it. And, the most important words being spoken on earnings conference calls tell us a lot about the precarious mental state of corporate America. One of the most important is in Latin.
LINKS FOR SHOW NOTES
https://www.iea.org/news/growth-in-global-electricity-demand-is-set-to-accelerate-in-the-coming-years-as-power-hungry-sectors-expand
https://www.investopedia.com/terms/p/price-earningsratio.asp
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-11679263
https://www.investopedia.com/terms/o/operatingearnings.asp
https://www.tker.co/
https://bilello.blog/
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