🌶️ Inflation is set to come in hot again

🏪 But retail earnings could tell a different story

I wrote up my five favorite investing ideas in Mexico after spending three weeks there. If you like money, have a look.

If you want to invest in something you like there, hit reply, and I’ll try to help you out.

Ascent Income Fund by EquityMultiple

EquityMultiple lets you invest in professionally managed commercial real estate.

Their 12-month Ascent Income Fund offers accredited investors a higher 11-13% yield.

  • Senior debt fund

  • 12% target return

  • Medium-term redemption (1 year)

  • Potential tax benefits

  • Quarterly payouts

  • $20k minimum

The Ascent Income Fund from EquityMultiple aims for a stronger yield with good flexibility.

A cornerstone investment vehicle for income-focused investors, the Ascent Income Fund offers quarterly income at attractive yields with payment priority and short-term liquidity options.

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📰 Market Headlines

*past 24-hour performance

  • Nvidia's dramatic Friday reversal saw shares swing from a 5% gain to a 10% loss across the weekend as momentum stocks remain volatile.

    • This sharp turn erased $235 billion in market value.

    • The S&P 500 and Nasdaq felt the sting, with Friday losses of .7% and 1% respectively.

  • Bitcoin surged past $70,000, hitting an all-new milestone, before settling back to just below $68,000 over the weekend. It’s above $71k at publication.

  • The European Central Bank rate cut roadmap becomes clearer and may lead the way with rate cuts in June.

  • February’s CPI report comes out on Tuesday. PPI is Thursday, and consumer sentiment is Friday.

  • Wall Street anticipates a 3.1% annual rise in headline inflation.

🕶️ Market Vibes

🎰 Market Forecasts and Futures

Forecasts via Kalshi, the prediction market.

😱 Fear and Greed Index

🧠 What do you think?

Would you rather be

Login or Subscribe to participate in polls.

🎤 What you said last time

Y’all are far more confident than I am.

📈 Trends you need to know

This chart from DeepSearchLabs shows global sentiment toward Saudi Arabia has risen dramatically over the last two years off the back of their numerous sportswashing projects.

📊 Stocks

Want to invest like Buffet? With Public.com, you can emulate Berkshire Hathaway’s portfolio with just a few clicks.

Winners and losers

Earnings, upgrades, and acquisitions

  • This week's earnings schedule is lighter than usual as we near the end of the quarter. Retail is in focus.

    • Monday: Oracle (ORCL) and Asana (ASAN) will report their quarterly earnings.

    • Wednesday: Dollar Tree (DLTR) will share its earnings, a good lens into lower-income U.S. consumers hit hardest by inflation.

    • Thursday: Is a big day with Dick's Sporting Goods (DKS), Adobe (ADBE), Dollar General (DG), and Ulta Beauty (ULTA) reporting in.

Market movers

Ideas, trends, and analysis

🌍 Global Perspectives

  • 🇮🇳 India signed a $100bn free trade deal with the European EFTA bloc.

  • 🇦🇲🇷🇺 Armenia considers European Union membership.

  • 🇰🇪🇭🇹 Kenyan courts are getting in the way of a U.N backed deployment of 1,000 police officers to Haiti.

  • 🇺🇸🇭🇹 The US military airlifted out non-essential embassy personnel from Haiti.

  • 🇨🇳🇭🇺 China to station police in Hungary.

  • 🇧🇷 Brazilian markets tumbled after Petrobras announced a smaller-than-expected dividend.

📊 Income

  • Aramco boosted its dividend by 30%.

  • Over half of Bill Gates' $42 billion portfolio is in three dividend stocks.

  • Six of Goldman Sachs' top stock picks pay big dividends.

  • This REIT might soar 35% in the next year and offer a 13.5% dividend yield.

  • Enterprise Products Partners' 7.2% yield is backed by four solid reasons.

📊 Crypto

🧠 Errata

📺 What to Watch Today

That’s all for today. Did I miss anything? Smash the reply button to let me know.

Cheers,

Wyatt