Hi All - Happy Saturday and welcome back to Street Tweets from The Street Sheet. 

Steve Cohen — the inspiration for Bobby from Billions — believes “the best gains have been had” in today’s all-time high market. And yesterday, the market sure seemed to agree with him, after scary consumer sentiment data incited a lot of profit-taking and ship-jumping.

Is he right? Has the market has reached the end of the line for now? Or is it just a classic case of the not-so-greats sacrificing the “important” for the “urgent”?

Together With Cadiz

Weather the Uncertainty

Last week was yet another reminder that nothing is certain about today’s climate.

But one company appears poised to weather whatever uncertainty 2025 throws at it.

Cadiz, Inc. (NASDAQ: CDZI) is developing the Southwest’s largest water pipeline, tapping into 45,000 acres of land and 2.5 million acre-feet of water supply to provide much-needed clean water across the region.

The AI boom has been driving the market rally for a couple of years now. But it may just be a matter of time before those gains dry up.

Savvy investors might be wise to start looking for alternative sources of hydration now.

Market Review:

It was a turbulent week on Wall Street. On Friday, the Dow suffered its biggest drop of 2025, losing 748 points, or 1.7%.

The sell-off was triggered by disappointing US economic data, sparking fears of slowing growth and persistent inflation. The S&P 500 and Nasdaq also saw significant losses, with the latter dropping over 2%.

Earlier in the day, consumer sentiment hit a 28-year low, and inflation expectations rose, partly due to concerns about new tariffs under the Trump administration. Economic indicators like home sales and the services PMI fueled further anxiety.

The S&P 500 ended the week down 1.6%, while the Dow and Nasdaq lost 2.5% and 2.4%, respectively.

Market Preview:

Next week on Wall Street will start off quietly, with no reports scheduled on Monday. But things will pick up Tuesday with the S&P Case-Shiller home price index for December and February’s consumer confidence.

Then, on Wednesday, new home sales for January will be released. Thursday sees a busy morning with January's initial jobless claims, durable goods orders, and GDP second reading for Q4. Pending home sales for January will follow.

Finally, Friday wraps up the week with January’s personal income, spending, and the PCE index, along with the advanced US trade balance and retail and wholesale inventories for January. Several Fed speeches are also scheduled throughout the week.

I guess you could say they “Bumbled” the bag… 😂

Turns out, the same guys keeping the dating app industry afloat are the ones sliding in every match’s DMs. We don’t get the heroes we want, we get the heroes we deserve.

Maybe Warren Buffett knows something we don’t…

Or, maybe he’s just getting sick of having McDonald’s for breakfast every day, and feels like finally spending some of his fortune.

Great news! We’re all spending twice as much time on walks together.

And three times as much time taking care of our pets. 🙂

What can I say? I’m a glass-half-full type guy. 🙃

Together With Cadiz

No Protests for This Pipeline

The word “pipeline” might trigger unpleasant flashbacks to controversial projects like the Keystone XL Pipeline.

But local tribes aren’t protesting Cadiz, Inc. (NASDAQ: CDZI). They’re investing.

The Lytton Band of Pomo Indians signed a Letter of Intent to invest up to $50 million in the Cadiz’s groundwater banking project in the Mojave Desert.

That would be the first major investment by a Native American Tribe in large-scale water infrastructure off tribal lands in US history.

Oh, and did we mention Cadiz plans to repurpose 180 miles of pipeline assets from the failed Keystone project? Ah, the irony.

The law of conservation of vices.

In an isolated system, the total amount of self-medication remains constant.

Some easy reading ahead of April. 😅

Which ones are y’all doing?

I’ve got 4 on lock at least.

Tax season’s a pain, but it never fails to motivate me to drop some ish off at Goodwill.

QUESTION

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