Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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BTC vs Global M2
Last week was the 4th most volatile week in over 40 years for SPX.
Foxconn sent the highest amount ever of iPhones in a month, worth $1.3 bln from India to the US ahead of Trump tariffs - Customs Data
Apple imported iPhones worth nearly $2 bln from India to the US ahead of Trump tariffs - Customs Data.
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The VIX cycle from > 50 to < 30 is on track to trigger today. [A bear killer.]
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🚨Trump: China was brutal to our farmers. The USA will protect our farmers [Xi will have to dump more Treasuries]
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DAX 1.40% today, rotation keeps going from US stocks.
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🚨Jamie Dimon urges US to engage with China
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Last week 73% of stocks fell below their lower Bollinger Band, today the % of stocks below their lower bollinger band is zero. Here is SPX's performance every time that happened since 1997.
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Fitch Ratings: U.S. corporations remain exposed to retaliation from trade partners, especially China, despite a temporary 90-day tariff pause.
🚨Republicans under President Trump considering a new tax bracket for millionaires. A proposed House measure would set a 40% tax rate for those earning over $1 million annually.
iPhone Fold rumored to cost over $2000 -source
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🚨SPANISH FINANCE MINISTER CUERPO: US TREASURY SECRETARY BESSENT SENT A MESSAGE THAT HE WANTS TO MAKE A DEAL WITH THE EU ON TARIFFS
Chinese retail investors are rotating out of property and stocks and into gold
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Whales holding 1k-10k BTC rise from 1,944 to 2,014 since March 5, 2025
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Trump: I am getting along well with Mexico's Sheinbaum. We want to help Sheinbaum and Mexico on cartels
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Trump: The tariff pause was because it's a transition, and came from the need for flexibility.
On April 15, spot Bitcoin ETFs recorded a total net inflow of $76.42m. Spot Ethereum ETFs saw a total net outflow of $14.18m, marking the fifth consecutive day of net outflows.
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GS: China's economic growth is likely to slow significantly in the second quarter of the year, primarily due to strong headwinds from U.S. tariffs.
Spot Gold taps $3289, new ATH
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VanEck proposes Bitcoin-linked Treasury bonds ("Bitbonds") to offset $14 trillion in US debt