šŸ“ˆ Correction Territory

Plus: how to predict a financial crisis

Good Morning & Happy Friday!

Markets are sliding as Trump’s tariffs shake investors, Big Tech is fighting for survival against antitrust crackdowns, and Ray Dalio is back with another financial crisis warning. Plus, Trump’s new Bitcoin reserve and Japan’s Nikkei taking a hit.

Grab your espresso and let's get into it! ā˜•ļøšŸ‘‡ļø

Apple Is Coming for the Smart Home — And Fast

Apple’s rumored Face-ID door lock and smart display hub are more than just new products. It’s a clear signal: they’re going all-in on smart home automation.

The tech giant is doubling down on the smart home, the $158B industry that’s growing 23% annually.

And with Apple’s entry, investors are looking for the next breakout company - and potential acquisition target.

They’re chasing Google (acquired Nest, $3.2B) and Amazon (acquired Ring, $1.2B).

History shows: when Apple plays catch-up, they go big.

And there’s 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

šŸŽ¢ 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 Wednesday’s rally. Investors reacted to Trump’s 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.

šŸ‡ŗšŸ‡ø 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 country’s 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.

🚨 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, he’s 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, don’t base your investments on one person’s macro predictions.

šŸ¤” Trump blames ā€˜globalists’ for stock market sell-off
Markets plunged this week as investors grappled with Trump’s unpredictable tariff moves. When asked if his policies were spooking Wall Street, Trump deflected, blaming ā€œglobalist countries and companiesā€ for the downturn. He claimed the U.S. was simply ā€œtaking backā€ what was lost, but didn’t clarify what that meant.

šŸ—¾ Japan's Nikkei slides as US tariffs, stronger yen unsettle market
Japan’s 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 ā€œunfairā€ to the U.S.

Quick News

Big Tech

What’s next for Big Tech?

Big Tech has been under siege, and now they’re looking to Trump’s 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 isn’t alone. Apple (AAPL), Amazon (AMZN), and Meta (META) are also battling antitrust lawsuits, with Mark Zuckerberg’s trial against the FTC set for April 14. Meanwhile, Google’s fate rests with Judge Amit Mehta, who ruled last year that the company illegally monopolized online search.

What’s next? Hearings in April and May will determine potential penalties, and with the DOJ’s final recommendations due today, Trump’s administration has a last-minute chance to reshape Google’s future.

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