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Hello there.
It is Wednesday, my dudes. 😏
Up Next:
💰 Goldman Sachs Just Had Its Best Quarter Ever (Crickets)
⚡️ Are Booktok “Reading Retreats” Really the Vibe This Summer?
🛢️ There and Back Again: A Barrel’s Tale
🎭 Winners & Losers
😆 Meme of the Week
Seems everyone’s getting overshadowed by oil these days. Can we all agree that the “$100 barrel” trick is getting a bit stale? Then again, I don’t know if I wanna see what comes next…
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Dear Reader, Lithium had its surge. Uranium has its cycle. Now copper - and the metals behind electrification - are moving back into focus. AI infrastructure is expanding rapidly. Grid upgrades are accelerating. Defense and aerospace demand persist. Meanwhile, Washington is placing renewed emphasis on domestic supply. In the U.S., this small explorer controls exposure to multiple critical metals just as this shift gains momentum. Most commodity cycles don't announce themselves at the beginning. They form quietly. Until they don't. |
💰 Goldman Investors Can’t See the Silver Lining
Goldman Sachs just posted record-breaking profits from stock trading this quarter, beating Wall Street's expectations. Their stock traders absolutely crushed it, bringing in over $5.3 billion. You'd think that would make investors happy, right? Apparently not. The stock dropped 3% anyway because one part of their business (bonds and currencies) didn't do as well as expected.
Major firms like Goldman can be a sort of canary in the coal mine for the market at large. Basically, when they do bad, it looks bad for everyone, so these mixed signals create tension. Goldman's investment banking division had a great quarter thanks to a bunch of big companies merging and going public, but the market only focused on what went wrong...and the firm’s recent prognosis that the retail market miiiiight not be as strong as people hoped. Classic Wall Street emotional rollercoaster.
The real story here is that despite all the chaos with oil prices and the Iran situation making everyone nervous, companies are still doing deals and banks are still making money. Goldman's CEO said he feels good about the rest of the year, especially with huge IPOs like SpaceX potentially coming this summer. So while the stock dipped today, the bigger picture looks pretty solid for anyone betting on Wall Street bouncing back.
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🎤 What Do You Think?
Which of these stocks would you buy if it was on a discount?
What you said last time:
⚡️ Finance Quick Fix
BookTok and burnout are driving people to $1,000 reading retreats, because apparently, unplugging with a good book is now a whole vacation vibe.
Warren Buffett finally explained why Berkshire dumped most of its Apple stock, saying he "wasn't happy for it to be larger than everything else combined" in the portfolio.
Insurance companies are taking riskier bets than they did before the 2008 crash, with annuity reserves now making up 36% of total reserves compared to 32% back then.
Consumer prices jumped 3.3% in March as gas prices shot up 21% because of the Iran conflict, but if you strip out food and energy, prices only rose 2.6%.
Airlines, Amazon, and even USPS are adding fuel surcharges to offset higher oil costs from the war in Iran, adding fees to checked bags, packages, and online shopping.
🛢️ And Up and Down and Up and Down
Monday's blockade announcement sent oil right back to $99 a barrel, and if you're holding anything remotely connected to energy, travel, or consumer spending, sorry about all the push notifications. Brent crude jumped over 4%, gas futures over 2%, and jet fuel prices flew a bit closer to the sun. The national average at the pump is now $4.12, up more than $1.20 since this whole thing started.
As we know all too well at this point, when oil goes up, it tends to drag down airlines, cruise lines, delivery companies, and basically any business that burns fuel to operate. On the flip side, energy stocks like Exxon and Chevron usually get a boost…but they've been weirdly muted this cycle. Some analysts think we could see another $5 to $10 per barrel tacked on if this drags into midweek.
But don’t worry… because Trump just today announced that he’s now “permanently opening” the Strait of Hormuz, and that China is very happy about that. We can’t keep up with how fast the Strait is being opened, shut, and reopened from both Iran’s and the US’s end 😂
🎭 Winners & Losers
A lot can happen in a week!
Let’s take a quick look at who struck gold and who struck out since our last issue:
🏆 Winners
Amazon.com, Inc (AMZN): +17.57%
Alphabet Inc. (GOOGL): +10.95%
NVIDIA Corporation (NVDA): +9.72%
Microsoft Corporation (MSFT): +5.64%
Apple Inc. (AAPL): +0.32%
😞 Losers
🫡 Meme of the Week
⭐️ What did you think of today's edition?
That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.
Till next time,
— Brandon and Blake of Invested Inc.
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