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Today's edition is brought to you by BOXABL - revolutionizing housing with homes built in hours, not months.
Good Morning & Happy Wednesday!
In today’s newsletter, we’re looking at a steady three-day climb for stocks, a Tesla rally with Musk back at the wheel, and GameStop going full Bitcoin.
Plus: why 23andMe’s bankruptcy could put your DNA data in limbo, which retailers might dodge a recession, and a deep dive into the consumer confidence drop that has Wall Street watching closely.
Grab your Iced Latte and let's get into it! ☕️👇️
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Markets
📈 Stocks Close Higher for 3rd Straight Day
Stocks ticked higher Tuesday as the market kept clawing back ground from a month-long slide, with the S&P 500 up 0.2%, the Nasdaq rising 0.5%, and the Dow barely in the green but officially positive for 2025. The lift comes as investors respond to signs that President Trump might ease up on upcoming tariffs, a move that’s sparked a wave of optimism after weeks of economic uncertainty and trade tension.
🔋 Tesla is up 25% this week, can Musk save Tesla?
Tesla stock has jumped 25% over the past week, fueled by an all-hands meeting that signaled Elon Musk is "back in the building," reassuring investors with a trademark pep talk. Supporters see him recalibrating, balancing his DOGE distractions with Tesla duties, and that shift is drawing retail investors back into the fold.
💹 GameStop Stock Pumps 8% After Earnings Update Confirms Bitcoin Investment
GameStop shares popped 8% after the company revealed plans to start buying Bitcoin with corporate cash, with no set cap on how much. The move, announced during its earnings update, came after CEO Ryan Cohen met with Bitcoin bull Michael Saylor. GameStop's board is all in, greenlighting a strategy to funnel a portion of cash, or even future debt, into BTC>
🧬 The battle for 23andMe's DNA customer data
23andMe’s bankruptcy filing has raised serious questions about the fate of its most valuable asset — the genetic data of 15 million customers. Legal experts say the rules are murky, and that DNA info could now be considered part of the company’s protected estate. That means even customers who once had control may have little say over what happens next.
🏪 3 Retailers who could be Immune to a recession
Membership-based e-commerce retailers may weather a recession better, according to Bernstein analysts, who highlight their steady revenue from “membership lock-in.” In contrast, platforms and stores like Target, Wayfair, eBay, and Etsy could be more vulnerable due to reliance on discretionary spending. With recession fears rising, these 3 retailers could weather the storm.
Quick News
Crypto exchange Kraken in no rush for IPO, CEO says.
Read the email Jack Dorsey sent when he cut 931 of Block’s staff.
Stock market needs less policy ambiguity, former Trump economic adviser Gary Cohn says.
'Anything Works in a Bull Market.' But What About a Bear Market?
Morgan Stanley is getting more bullish on China stocks. But there’s a key risk, and it’s not tariffs.
Coinbase’s Steep Drop Might Make It Interesting, But It Hasn’t Made It Cheap.
ECONOMY
Is a Recession Coming?
Consumer confidence just took a serious hit, and it's sending recession signals loud and clear. In March, the Conference Board’s Consumer Confidence Index dropped 7.2 points to 92.9, its lowest since 2021. Even more alarming was the Expectations Index, which tumbled nearly 10 points to 65.2, a level not seen in 12 years and well below the 80-point recession warning line. According to the report, nearly two-thirds of consumers now believe a recession is at least “somewhat likely” within the next year.
Driving the fear? Inflation concerns, tariff uncertainty, and deepening doubts about the job market and income growth. The survey revealed that just 37.4% of consumers expect stock prices to rise, and pessimism is spreading across all income and age brackets, especially among older, higher-income groups who’ve been rattled by recent market volatility.
CFOs aren’t feeling much better. In CNBC’s latest survey, 60% expect a recession in the second half of 2025, citing Trump’s erratic trade policy approach as “chaotic” and “disruptive.” The mood? Let’s just say “pessimism” is back on the menu.
Still, there’s a silver lining amid the gloom. An overwhelming 90% of CFOs believe that if a recession does hit, it’ll be either mild or moderate, not the kind of economic collapse that sends shockwaves. While uncertainty remains, some in the C-suite are cautiously optimistic that things could stabilize after the early turbulence of Trump’s second term. As one CFO put it: “I’m hopeful that after the first 100 days, things will moderate.”
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