Join ASSETLINK at our 4th Annual Art Basel Event.
An evening of art, connection, and insights into the future of wealth management.
๐ Venue: Casa Neos, Miami.
๐ Date: December 4th
๐ Time: 5 PM - 7:30 PM
Register with the link below.
https://t.co/JiXXSJR5i2
The bottom line: two straits, one war, no exit ramp. Trump talks peace while preparing for a ground assault.
Houthis threaten to amplify the shipping crisis. Q2 starts with more questions than answers.
Iran war enters month two. Houthis join the fight. Pentagon preps ground operations. Q1 ends in the red. Jobs report Friday.
Five things moving markets this week.
Jobs Friday lands on Good Friday.
Markets closed. Reaction waits until Monday. Consensus: +57K jobs after February's brutal -92K loss. ISM Manufacturing PMI on Wednesday. February's prices paid index hit its highest since June 2022.
The bottom line:
Trump's delay bought markets a breather, not a resolution.
The Strait remains closed.
Oil is still 50% above pre-war levels. And until that changes, inflation fears will keep pressure on stocks, bonds, and gold alike.
Five things moving markets this week.
Iran war week four. Trump delays power plant strikes. Oil crashes then rebounds. Flash PMIs. Carnival and GameStop earnings.
A THREAD!
GameStop reports Tuesday morning. Expectations: $0.37 EPS, $1.47B revenue. Balance sheet holds $8.8B cash plus $519M in Bitcoin.
Ryan Cohen wants to use GME as an acquisition vehicle to buy a larger company. No earnings call in two years.
Your next targeting decision requires four types of data:
Firm financials,
Recent activity
Compliance status
Relationship history
Where does that data live? Four different systems