In partnership with |  |
|
Good morning investors! |
If this is your first time reading, welcome to The Investor's Edge — a thriving community of over 22,000 subscribers striving to be better investors with an edge in the market. |
Every weekend we publish "The Weekly Wrap-Up" — your ticket to being well informed and staying ahead in the investment game! |
This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content. |
Grab your coffee and let's dive in. |
|
Market Talk |
All three major indexes finished the week significantly lower as tariff news sent markets into a tailspin. |
|
|
3 Stories Moving the Market |
These are some of the biggest stories from the second half of the week that had an influence on market action. |
Stocks plunge again after Trump tariffs and China retaliation |
|
Global stocks plunged for a second straight day as President Trump's sweeping new tariffs and China's retaliatory 34% levies on U.S. goods triggered fears of a full-scale global trade war and potential recession. |
Investors fled risk assets, sending oil prices to a four-year low and driving demand for safe havens like gold, government bonds, and the Japanese yen. |
Traders now expect aggressive interest rate cuts from the Fed, as markets are now pricing in 5 rate cuts this year. Currency markets reflected panic, with the dollar index posting its biggest drop since 2022 before stabilizing. |
Despite strong U.S. job data, markets continued to slide, with the S&P 500 and Nasdaq futures down sharply. It looks like the market is now pricing in a global recession, with little hope for near-term negotiations to ease tensions. |
👉 EDGE TAKEAWAY: The sweeping tariffs mark a major escalation in global trade tensions, and markets are treating it like a seismic event. With costs to…upgrade to Edge+ to read the Full Edge Takeaway. | |
|
|
|
U.S. payrolls rose by 228,000 in March, but unemployment rate increases to 4.2% |
|
March's jobs report showed stronger-than-expected growth, with nonfarm payrolls rising by 228,000—well above forecasts—offering short-term reassurance that the labor market remains solid. |
However, the unemployment rate ticked up to 4.2% as more people entered the workforce, and previous months saw downward revisions. Wage growth was modest, with average hourly earnings up 0.3% for the month and 3.8% year-over-year, the lowest since July 2024. |
Despite the solid headline, markets largely shrugged off the data, remaining focused on escalating trade tensions following President Trump's sweeping tariff announcement. |
Fears of a global trade war have triggered sharp market sell-offs, overshadowing labor strength and raising concerns that businesses may soon pull back on hiring. |
📚 EDGE-UCATION: What is the nonfarm payrolls report? | The Nonfarm Payrolls (NFP) report is a monthly employment report published by the U.S. Bureau of Labor Statistics (BLS) that shows how many jobs were added or lost in the U.S. economy during the previous month, excluding: | Farm workers Government employees (some exceptions) Private household workers Nonprofit workers serving individuals
| It's one of the most closely watched indicators of economic health because it reflects trends in job creation, wage growth, and labor market strength. The report includes key data such as: | Total nonfarm job gains/losses Unemployment rate Labor force participation rate Average hourly earnings Average workweek Revisions to previous months' data
| Investors, economists, and policymakers watch it closely because strong job growth typically supports consumer spending and signals a healthy economy—while weak numbers may point to a slowdown or recession. It's also a major influence on Federal Reserve interest rate decisions. |
|
|
|
|
Today's Fastest Growing Company Might Surprise You |
|
🚨 No, it's not the publicly traded tech giant you might expect… Meet $MODE, the disruptor turning phones into potential income generators. |
Mode saw 32,481% revenue growth, ranking them the #1 software company on Deloitte's 2023 fastest-growing companies list. |
📲 They're pioneering "Privatized Universal Basic Income" powered by technology — not government, and their EarnPhone, has already helped consumers earn over $325M! |
Their pre-IPO offering is live at just $0.26/share – don't miss it. |
Invest Now |
*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com. |
|
|
Global brokerages raise recession odds; J.P.Morgan sees 60% chance |
|
J.P. Morgan has raised its U.S. and global recession odds to 60%, citing the escalating tariff war as a major drag on business confidence and global growth. |
Other firms, including Goldman Sachs, S&P Global, and HSBC, also revised their recession forecasts higher, with equity markets already pricing in a roughly 40% chance of a downturn. |
Wall Street has reacted sharply to the trade policy shift, with the S&P 500 down over 8% this year and several brokerages slashing year-end targets. |
While tariffs threaten to slow the economy, they've also boosted expectations for Federal Reserve rate cuts, with major firms now forecasting between 75 and 125 basis points in reductions before year-end. |
|
In Other News |
In this section, we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it. |
|
|
Unlock the Edge+ Experience | Like the content you have seen so far? Edge+ members not only get additional content in these recaps, but they also get expert market analysis straight to their inbox multiple times per week. | | Upgrade Options: | Edge+ | Comprehensive market insights and analysis delivered multiple times weekly. Exclusive deep dives into earnings reports, stock performance, and macro trends. Access to our expertly managed portfolios and live webinars. Member-only Discord: Stay connected with the team and community in real-time.
| | Options Edge+ | Weekly Options Edge Report: Top-tier options trade ideas, including covered calls, cash-secured puts, and spreads with detailed risk-reward analysis. Options Education Hub: A growing library of primers and strategies to boost your confidence. Live Trade Alerts: Never miss an opportunity to act on key trades. Market Sentiment Analysis: Stay ahead with insights on volatility trends and strategy adjustments. Member-Exclusive Discord: Connect with experts and like-minded traders in real-time.
| | Quick Picks — The Affordable Option | Still not sure if the Edge+ club is for you? We've launched Edge Quick Picks, a cost-effective tier that delivers actionable insights and recommendations at just $10 per month or $99 per year. | With Edge Quick Picks, you'll get: | 5 stock or ETF picks each month: High-conviction ideas at current valuations. Edge Scores: A snapshot ranking of each pick based on key metrics. Exclusive Discord Room: Updates on picks and strategy throughout the month.
| Our goal with Edge Quick Picks is to offer a streamlined, actionable option for investors who want high-quality recommendations without breaking the bank. We're confident this new tier will help you build long-term wealth while gaining an edge in the market. | | As we like to say, price is what you pay, value is what you get. Trust us when we say you're not getting this much value for the price anywhere else on the Internet. Choose the tier that fits your goals and join the Edge community today! | |
|
|
Edge+ Posts of the Week |
We continue to push out more and more content every week to give investors that edge. Here are the posts Investor's Edge+ subscribers received this week. |
The Edge Report |
Mondays are for the investors. Every Monday morning we share exactly what we're watching in the week ahead, how we're positioning, and even share a sneak peek into our systems and models. This week we discussed the implications of the tariffs set to be announced as well as the expected labor market data. See the latest full report here: |
 | The Edge Report - March 31st, 2025 | The tariff deadline is finally here, will markets finally get clarity? | theinvestorsedge.beehiiv.com/p/the-edge-report-march-31st-2025 |
| |
|
|
|
The Options Edge Report |
This week, we dropped the latest Edge Options Report for our members—packed with actionable insights and options strategies. This week we broke down a play on The Trade Desk following its recent sell-off. See the latest report here: |
|
|
The Week Ahead |
Next week will be all about inflation as two key price reports are due out. Meanwhile, earnings season kicks off with several banks reporting. |
Earnings Reports |
After a brief reprieve, banks are set to kick off the earnings season next week. Here is the list of names we will be covering: |
|
|
Here is the full calendar of scheduled earnings releases: |
 | Source: Earnings Whispers |
|
|
Economic Reports |
Next week is all about inflation as we get both the CPI and PPI reports. |
We also get initial jobless claims and consumer sentiment. |
|
|
The Investor's Edge Discord is a HUGE benefit of being a subscriber - don't miss out, it's FREE! |
If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber. |
Our Discord server is tailor-made for investors like you who want to dive deeper into stocks, share insights, and engage directly with us. And it's completely free! |
|
Here's what you're missing in the Discord: |
🗨️ Chat rooms: Investors discussed the the huge moves from mega cap tech. Members also dove into the number of jobs reports and shared their views on the overall economy. |
📊 Earnings / Economic reports: No more waiting for our newsletters to hit your inboxes - see earnings results and economic data as they are released. And more importantly, get our reactions and insights immediately. |
🚨 Trade Alerts: Chris and Mark shared several trades, including additions to the portfolio and trades that set up their portfolios for the week. |
Join us on Discord and let's level up our investing game together. The future of trading awaits—and you're invited to be a part of it! 🌟 |
|
|
Want more? Check out our other resources |
If you haven't done so, check out the social media pages of our collaborators and give them a follow: |
Mark (Dividend Seeker) |
|
Chris (CMG Venture) |
|
|
Thank you for reading this edition of the Weekly Wrap-Up. Have a great weekend! |
|
Until next time investors! |
Mark & Chris |
The Investor's Edge |
|
Disclosure |
This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance. |
Tidak ada komentar:
Posting Komentar