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On today’s show, we discuss:
- Economic Warnings About Trump’s Tariffs Are Piling Up
- Dallas Fed Energy Survey
- Wall Street Salivates Over a New Trump Boom
- Corporate America’s Euphoria Over Trump’s ‘Golden Age’ Is Giving Way to Distress
- Discipline Funds Weekend Reading
- Trump officials, allies grow anxious about April 2 tariffs
- Rebuffed: A Closer Look at Options-Based Strategies
- BlackRock sees outcome ETFs jumping to $650 Billion by 2030
- Half of American Households Hold 97.5% of the National Wealth
- America has never been wealthier. Here’s why it doesn’t feel that way.
- Private Equity Is Coming for America’s $12 Trillion in Retirement Savings
- The Share of Households with a 401(k) Loan
- The Last Decision by the World’s Leading Thinker on Decisions
- Monthly Housing Payments Hit All-Time High
- Home Buyers Start to Come Off Sidelines Even as Rates, Prices Stay Stuck
- This 4-Bedroom Ranch in N.J. Tells You Everything About the Lopsided Housing Market
- Apple is Losing Over $1 Billion a Year on Streaming Service
Listen here
Recommendations:
Charts:
Tweets/Bluesky:
SEMI-SHOCK: US-focused ETF inflows have obliterated any other Q1 with +$137b, which is 85% of all flows. Ex-US ETF haul as actually been below avg. While headlines, HFs talk 'exiting' the US, ETF investors are on a buying spree for better or worse.. via @SirYappityyapp pic.twitter.com/bGwEJLpdbF
— Eric Balchunas (@EricBalchunas) March 27, 2025
“Getting out is easy, but getting back in is hard. I’ve seen every major market low since the 1980s, and none of them were even remotely obvious” @DataTrekMB’s Colas
— Sam Ro 📈 (@SamRo) March 28, 2025
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