“Cricket for MAGA?” Trump Mobile launches ‘America First’ phone & service
The Trump Organization has entered the telecom arena with T1 Mobile, a new smartphone and cellular service targeting price-sensitive, patriotic consumers. 🔹 The T1 Phone: sleek, gold, and expected to retail at $499 🔹 Plan: $47.45/month — unlimited talk, text, and data 🔹 Extras include: ✔️ 24/7 roadside assistance ✔️ Telehealth & pharmacy services ✔️ Free international calling to 100+ countries ✔️ No contracts or credit checks The company says the device is “designed and built in the U.S.” — a pointed move amid rising political pressure for domestic manufacturing. The call center will be based in St. Louis, Missouri, not offshore. With Apple facing tariff threats and growing iPhone production abroad, the T1 launch might also be a calculated play to capitalize on protectionist momentum and brand loyalty? Source : zerohedge
Tech Stocks relative to M2 Money Supply Dot Com Bubble vs. Now
source : barchart
Hedge Funds are loading up on Utility Stocks at the fastest pace in 5 years
source : barchart
Blackout Period
Watch out for Jerome Powell's remarks this Wednesday.Then — the Fed enters a new phase:The blackout period ends Thursday, meaning Fed officials will be free to speak again starting Friday. source : evan
Oil drops on signs conflict may space Iranian crude production
Oil fell as the conflict in the Middle East has so far avoided disrupting crude production and the Wall Street Journal reported that Iran privately expressed willingness to deescalate hostilities with Israel. West Texas Intermediate tumbled as much as 4.9%, after spiking higher at the open, after the newspaper said Tehran would be open to returning to the negotiating table as long as the US doesn’t join the attack. The development quelled fears that a protracted conflict would engulf a region that produces around a third of the world’s crude. Source: Bloomberg
From checkout lanes to blockchain?
Walmart, Amazon, and Expedia exploring stablecoins? Major retailers are looking into issuing or using stablecoins to streamline payments, cut fees, and accelerate settlement—especially across borders according to the WSJ. Their next move may hinge on the Genius Act, a bill aiming to create a clear U.S. regulatory framework for stablecoins. Source : wsj
Investors are now “all-in” on equities — with the highest stock allocation on record.
The only time it came close? Right before the Dot-Com bubble burst. 👀 source : goldman sachs, barchart
The long-term story of the S&P 500 — through the war, the fear, the crisis
source : s&p, bloomberg
