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- 📈 Warren Buffett's Thoughts On Tariffs
Good morning & Happy Monday!
This week, we’re breaking down why Trump’s “Liberation Day” has Wall Street rattled, what’s really going on with China’s AI-fueled tech slowdown, and the rare moment Warren Buffett chimed in on tariffs. Plus, we’ve got a look at Europe’s stock surge, state tax, and what to watch as a jam-packed market week kicks off.
Grab your flat white and let’s get into it. ☕️👇️
Markets
😨 Why Wall Street is worried about Trump's 'Liberation Day'
Markets are on edge as Trump’s so-called “Liberation Day” nears. With April 2’s tariff deadline looming, investors are bracing for deeper trade war escalation. Analysts warn that the full impact of these tariffs isn’t priced in yet, and could hit harder than expected. Wall Street is already cutting forecasts, with Goldman slashing its S&P 500 target for the second time this month.
👀 What To Expect in the Markets This Week
All eyes aren’t just on jobs this week, D.C. is stealing the spotlight. With new trade policies expected Wednesday and Trump’s tariffs kicking in Thursday, markets are bracing for impact. Add in updates on the U.S. trade deficit, factory orders, and sector surveys, and it’s a packed week. Plus, earnings from names like Conagra, Guess, and RH could stir things up even more.
🇨🇳 China’s Tech Stocks Need More Than Just AI Hype to Extend Rally
China’s tech rally has hit pause. After a blistering start to the year, the Hang Seng Tech Index nearly dipped into correction territory, with earnings missing the hype. Alibaba’s $53B AI push is the standout, keeping its stock afloat, but broader investor confidence is cooling. The market wants more than buzz, clear earnings growth, real AI monetization, and policy clarity are now key.
🤯 Warren Buffett's Thoughts On Tariffs
Warren Buffett usually avoids politics, but he didn’t hold back this time. In a rare comment on public policy, the 94-year-old investor Spoke about his thoughts on the tariffs. Speaking with CBS’s Norah O'Donnell, Buffett explained how these tariffs could fuel inflation, and potentially strain systems like Social Security. While he sidestepped direct talk about the economy, his comment is still rare.
🤑 Here's where you'd pay the highest state income taxes
Where you live could seriously impact your tax bill. State income taxes range from zero in places like Texas and Florida to nearly 14% for top earners in high-tax states. While low-tax states are seeing a population boom, they could face challenges if federal support starts to shrink.
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, it’s usually too late. But right now, there’s 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
Lululemon Stock Leads S&P Decliners as CEO Says 'Consumers Are Spending Less'.
Hang Seng tech index slides into correction territory after strong rally as tariff worries sour mood.
Gold price bulls retain control near all-time peak.
The hottest AI models, what they do, and how to use them.
Elon Musk said on Friday that xAI has acquired X, the social media app previously known as Twitter.
Trump says TikTok sale deal to come before Saturday deadline.
INVESTING
Make Europe Great Again?
European stocks just had a record-breaking quarter, and investors are wondering if the momentum can last. The Stoxx 600 outperformed the S&P 500 by nearly 17 percentage points, fueled by doubts around U.S. policy and fresh optimism in Europe, especially around defence spending.
What started as a value play has evolved into something bigger. Germany’s fiscal push and the EU’s €800bn defence plan have turned attention to a sector that’s undergoing a deep, long-term transformation. WisdomTree’s Europe Defence ETF (WDEF) launched mid-March and already pulled in over $550 million in flows, capturing interest in the rearmament boom.
With Europe aiming to source 60% of its military equipment domestically by 2035, the region is setting up for a major industrial shift.
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