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š Black Monday
Plus: Should you buy the dip yet?
Good morning!
Tariff turmoil, market mayhem, and a billionaire warning of āeconomic nuclear winterā, yeah, itās that kind of Monday. Today weāre diving into Wall Streetās massive sell-off, Chinaās sharp response, Ackmanās blunt take, and what the pros are saying about buying the dip.
Grab your flat white and letās break it down āļøšļø
Markets
š US Futures PLUNGE
Wall Street took another gut punch Monday morning as U.S. stock futures tanked across the board. S&P 500 futures dropped 4.9%, Nasdaq 100 slid 5.3%, and the Dow nosedived over 1,600 points. Oil wasnāt spared either, falling below $60 a barrel for the first time since 2021.
Markets are reacting sharply to President Trumpās aggressive tariff stance, extending a brutal two-day sell-off that already wiped out $5 trillion, Wall Streetās worst week since 2020.
Global Markets are also down
šØš³ China says āmarket has spokenā
China fired back at the U.S. over its sweeping new tariffs, warning that āthe market has spoken.ā The statement came as Beijing announced a 34% tariff on all U.S. goods, set to hit April 10.
Investor panic surged, with fears of inflation, recession, and global slowdown rising fast. Chinese officials slammed the U.S. trade war as āunprovoked,ā urging Washington to return to the table for equal-footed talks.
āļø Bill Ackman warns of āeconomic nuclear winterā from Trump tariffs
Billionaire hedge fund manager Bill Ackman spoke out against the Tariffs. In a fiery post on X, he warned President Trump to hit pause on the new tariffs or risk plunging the U.S. into an āeconomic nuclear winter.ā While Ackman backed the goal of fixing unfair global tariffs, he slammed the rollout as āmassive and disproportionate,ā saying it's eroding trust in America as a business partner. āBusiness runs on confidence,ā he said, and right now, āno CEO in their right mind is betting big on the U.S.ā
š°ļø 2 Stocks to Confidently Buy With $1,500 During the Nasdaq Correction
President Trumpās April 2 tariff push is rattling markets, driving up costs on physical goods and sparking fears of global retaliation. The goal? Bring manufacturing home, create jobs. But the short-term toll could be steep. Digital giants arenāt immune, but their diversified global reach and subscription-based models offer resilience. Both stocks are down 13% from all-time highs, yet they're proving more resilient than the Nasdaq-100ās 17% slide.
š„¼ Hereās What Experts Say You Can Do To Weather the Stock Marketās Tariff Tantrum
Markets are shaky, and investors are split: is now the time to buy the dip, or wait for the dust to settle?
Bullish voices say yes, cautiously. ProShares strategist Simeon Hyman urges staying focused on long-term goals, noting that pullbacks, especially after years of big gains, often signal opportunity, if you're buying strong, stable companies. Goldman Sachsā Shawn Tuteja suggests trimming during rallies, but says dips are where you scale ināslowly, strategically.
But others are waving the red flag. LPLās Adam Turnquist points out that corrections donāt usually bottom until the majority of stocks fall below short-term averages, and weāre not there yet. With about 30% of the S&P 500 still above their 20-day moving average, some believe thereās more room to fall.
Is this startup the next billion dollar buyout?
Imagine investing in Ring before its $1.2B buyout by Amazon
Or Nest, before Google's $3.2B acquisition.
By the time we hear about industry-changing companies, itās usually too late. But right now, thereās a smart home startup making their way to homes in America. This tech startup is RYSE, and unlike Ring, you can still invest before their $1.90 round closes May 30.
Like how Ring disrupted home security, this company is revolutionizing smart blinds & shades.
With $10M+ in revenue, 200% YoY growth, and sold in 127 Best Buy stores, they are primed for massive expansion and forecast 5X in revenue this year.
Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.
Quick News
Klarna Pauses IPO, Report Says, a Blow to the 2025 Market for Deals.
Deelās comms chief departs amidst spying lawsuit from Rippling.
Jewelry heists surge as gold price hits record high.
Some hedge funds say they are offloading all or most of their holdings of stocks.
Trump says he canāt say what will happen to markets as his team claims 50 countries are seeking tariff deals.
Best of X
I just figured out why @howardlutnick is indifferent to the stock market and the economy crashing. He and Cantor are long bonds. He profits when our economy implodes.
Itās a bad idea to pick a Secretary of Commerce whose firm is levered long fixed income. Itās an irreconcilable
ā Bill Ackman (@BillAckman)
2:23 AM ⢠Apr 7, 2025
Here are all the markets that hit circuit breakers today so far:
China
Taiwan
Japan
Russell Futures
Australia
Singapore$VIX is up 14.62%.
ā unusual_whales (@unusual_whales)
2:33 AM ⢠Apr 7, 2025
JUST IN: Hong Kong's stock market closes down 13.2%, the biggest one-day drop since 1997.
ā unusual_whales (@unusual_whales)
8:24 AM ⢠Apr 7, 2025
Bill Ackman is an even better bottom indicator than Jim Cramer š
HT @FinFluentialx
ā Financelot (@FinanceLancelot)
3:33 AM ⢠Apr 7, 2025