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Plus: how to predict a financial crisis
Good Morning & Happy Friday!
Markets are sliding as Trumpās tariffs shake investors, Big Tech is fighting for survival against antitrust crackdowns, and Ray Dalio is back with another financial crisis warning. Plus, Trumpās new Bitcoin reserve and Japanās Nikkei taking a hit.
Grab your espresso and let's get into it! āļøšļø
Apple Is Coming for the Smart Home ā And Fast
Appleās rumored Face-ID door lock and smart display hub are more than just new products. Itās a clear signal: theyāre going all-in on smart home automation.
The tech giant is doubling down on the smart home, the $158B industry thatās growing 23% annually.
And with Appleās entry, investors are looking for the next breakout company - and potential acquisition target.
Theyāre chasing Google (acquired Nest, $3.2B) and Amazon (acquired Ring, $1.2B).
History shows: when Apple plays catch-up, they go big.
And thereās one startup perfectly positioned to benefit.
With 10+ patents, distribution in over 100 Best Buy stores, and a Home Depot launch in 2025, RYSE is built for a breakout.
Early investors in Ring and Nest saw life-changing returns.
Now, RYSE is open at just $1.90/share.
Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.
Markets
š¢ Nasdaq Falls Into Correction as Tariffs Weigh on Stocks
Tech stocks took a beating Thursday as U.S. markets tumbled, with the Nasdaq dropping 2.6% into correction territory. The S&P 500 fell 1.8%, while the Dow slipped 1%, reversing Wednesdayās rally. Investors reacted to Trumpās unpredictable tariff policies, as he once again delayed levies on Canadian and Mexican goods until April 2, aligning them with his broader trade war strategy.
šŗšø Trump signs executive order for strategic Bitcoin reserve
Trump just signed an order creating a U.S. Strategic Bitcoin Reserve, using seized Bitcoin to strengthen the countryās digital asset position. Critics call it a mere rebranding of existing holdings, with no real market impact. Supporters, however, see it as a major step toward legitimizing Bitcoin, potentially pushing other nations to establish their own reserves.
šØ How to predict a Financial Crisis
Ray Dalio is back with another warning, predicting the U.S. has about three years before a debt-driven financial crisis hits. While the billionaire investor has a strong track record, heās also been wrong plenty of times, famously predicting a depression right before a historic bull market. Bridgewater thrives on rules-based strategies, not human forecasting, which is a lesson, donāt base your investments on one personās macro predictions.
š¤ Trump blames āglobalistsā for stock market sell-off
Markets plunged this week as investors grappled with Trumpās unpredictable tariff moves. When asked if his policies were spooking Wall Street, Trump deflected, blaming āglobalist countries and companiesā for the downturn. He claimed the U.S. was simply ātaking backā what was lost, but didnāt clarify what that meant.
š¾ Japan's Nikkei slides as US tariffs, stronger yen unsettle market
Japanās Nikkei tumbled Tuesday, dropping as much as 2.6% before closing down 1.2%, as fresh U.S. tariffs on Mexico, Canada, and China rattled markets. A stronger yen added to concerns, while Trump warned Japan and China against devaluing their currencies, calling it āunfairā to the U.S.
Quick News
Emerging-Market Assets Rally as Doubts Mount Over US Growth.
Nintendo Shares Sink on Tariff Fears, Foreign Funds Retreat.
Universal Music Group rises after reporting subscription revenue growth beat.
Scale AI is being investigated by the US Department of Labor.
How Should Your Allocation Change With Age?
Trump signs executive order establishing U.S. strategic bitcoin reserve.
Big Tech
Whatās next for Big Tech?

Big Tech has been under siege, and now theyāre looking to Trumpās DOJ for a lifeline. Google just asked the Justice Department to drop a Biden-era push that could force it to sell off Chrome, a move the company argues poses national security risks due to its integrated cybersecurity protections.
Google isnāt alone. Apple (AAPL), Amazon (AMZN), and Meta (META) are also battling antitrust lawsuits, with Mark Zuckerbergās trial against the FTC set for April 14. Meanwhile, Googleās fate rests with Judge Amit Mehta, who ruled last year that the company illegally monopolized online search.
Whatās next? Hearings in April and May will determine potential penalties, and with the DOJās final recommendations due today, Trumpās administration has a last-minute chance to reshape Googleās future.
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