🥵 Hot State, Cold Feet

Plus, what's widening EU bonds?

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

I’m really having to resist the urge to overuse our newsletter platform’s new ticker tool. They have a way of classing up even the most mundane story.

For example, yesterday on my lunch break, while scrolling Instagram META ( ▲ 1.29% ) and smashing a Hot Pocket NSRGY ( ▼ 1.46% ) , it occurred to me that, worst case scenario, WWIII could be a catalyst for Nerf HAS ( ▼ 1.53% ) sales.

See? With these at my disposal, even the most idiotic thought can sound like solid market analysis.

Together With RYSE

Why are homeowners and savvy investors obsessed with RYSE, the trailblazer in DIY smart shade automation?

RYSE makes it so anyone (truly, anyone) can automate their blinds without expensive replacements. And with 10 fully granted patents and an exclusive partnership with Amazon, RYSE is building a moat in a booming $158B market set to grow 23% annually.

The best part? You can invest for just $1.90/share (and earn up to 25% bonus shares):

📈 200% revenue growth YoY, $10M in lifetime revenue

🙌🏻 In 127 Best Buy stores, with Home Depot and Lowe’s up next

🌅 Recently piloted with the Fairmont Hotel

Market Review:

Wall Street had a volatile week, marked by trade policy concerns and mixed economic data. The S&P 500 made a modest recovery on Friday, rising 0.6%, but still faced its worst week in months, down over 2%.

The Dow and Nasdaq Composite also rose on the final day of the week, but the latter remained in correction territory, falling more than 3% for the week.

A weaker-than-expected February jobs report fueled worries about economic slowdown, briefly pushing Treasury yields lower. President Trump’s shifting tariff plans added to market uncertainty, with investors uncertain about the long-term impact on growth and inflation.

Market Preview:

Next week on Wall Street will get off to a slow start, with no reports scheduled on Monday. But things will pick up on Tuesday, when the NFIB optimism index and January job openings will be released.

Wednesday will be a big one, bringing key inflation data in the form of February's Consumer Price Index (CPI), along with Core CPI and the monthly US federal budget. On Thursday, we’ll get another inflation print, February’s Producer Price Index (PPI), as well as the weekly update on the number of Americans filing for unemployment.

Finally, on Friday, the preliminary March Consumer Sentiment report is due. This past month, waning consumer confidence weighed heavy on the markets, so investors will be watching closely to see if the pessimistic outlook continues.

Yeah, that checks out.

The drink I’m sipping as I write this cost me a cool $10.

And the worst part is, they didn’t even get my order right.

Who orders a Chai latte on a Friday morning?

When the weekend is 8 hours away, it’s nitro cold brew or bust.

Glass-quarter-full perspective:

How serious has that two-year rally been? 🙃

I wonder if this has anything to do with the weather.

After the January we just had, I was seriously considering buying a home in Florida, too.

But I’m a bit more bearish on the idea now that it’s 50° and sunny. 🌞

Together With REX Shares

Today’s edition is brought to you by REX Shares - the masterminds behind innovative ETFs and ETNs.  

If you're bullish on Bitcoin, the T-REX Long Bitcoin Daily Target ETF (BTCL) offers a way to potentially amplify your gains with leveraged exposure to Bitcoin. Seize the opportunity to capitalize on Bitcoin's upward momentum with BTCL.

If you're bearish on Bitcoin, the T-REX Inverse Bitcoin Daily Target ETF (BTCZ) offers a way to potentially profit from Bitcoin's decline with leveraged exposure. Navigate Bitcoin's volatility and capitalize on its downward trends with BTCZ.

Seek a leveraged position that aligns with your market outlook without directly investing in spot Bitcoin ETPs. 

Investing in these funds is not equivalent to investing directly in bitcoin. High risk involved. Not suitable for all investors. Distributor: Foreside Fund Services LLC.

This won’t capture headlines quite like layoffs at a mega-cap — but it’s worth paying attention to.

According to University of Chicago’s Professor Ufuk Akcigit, who developed a similar small business payroll index for Intuit INTU ( ▲ 1.2% ) , “Wherever things are going, it's typically visible among small business."

(That index also went negative last month.)

What’s widening EU bonds?

Are investors concerned about Europe’s growing debt load as the US steps away from financing Ukraine’s defense against Russia?

Or is issuance poised to surge as Europe bulks up its own defense capabilities and distances itself from American manufacturing amid tariff threats?

I’m not sure. I’m more stuck on this little tidbit from the comments section:

Costco COST ( ▼ 0.42% ) alone is bigger than all the scaled European companies founded in the last 50 years — combined.

QUESTION

Which of the following CANNOT be bought at Costco (COST)?

Not yet, anyway...

Login or Subscribe to participate in polls.

Last Words From Our Sponsors

Reply

or to participate.