Apr. 17 at 9:50 AM
$ORCL $HOOD $MSFT $PCG $WFC
The S&P 500 and Nasdaq just closed at record highs, with the S&P blasting through 7,000 for the first time on Wednesday.
What’s driving the rebound?
1. Easing tensions in the Iran conflict
2. Inflation holding steady beneath the surface
3. A strong start to earnings season
At the same time, layoffs remain low and mortgage rates are ticking back down.
So yes, there’s still plenty to panic about. But right now, markets are choosing optimism.
Today, we’re diving into an important rotation: one that’s moving capital toward companies built on real, hard-to-replace assets.
Plus: Allbirds goes AI, Jamie Dimon shrugs off private credit fears, and Ticketmaster might owe you
$1.72.
Let’s dive in! 👇
https://read.themoneymaniac.com/p/halo-made-of-steel
