Good MorningEquity markets started the week strongly, advancing the S&P 500 by more than 1.25% at the session's high. The move comes with relief that the worst-than-worst-case tariff scenario has been postponed (except for China), but the risks remain. The issue now is that risk has increased in the wake of the tariff threat, if only by increasing uncertainty. The question to be answered is how much damage has been done to companies like Apple, which rely heavily on China for their manufacturing. They can shift their supply chains, but it won't be quick or cheap.
This week will also be about earnings and the economy. The earnings season is underway, with big banks reporting last week and this week and most of the news is better than expected. Retail sales data will dominate the economic news. Retail sales are forecasted to have grown by 1.2% compared to the prior month as consumers and businesses lean into front-running the impact of tariffs. Featured: Musk says UBI is coming. I say it's already here. (Ad) 
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Energy | |
Over the past two weeks, the world has been shaken into a new paradigm as President Trump has rolled out an aggressive new plan for global trade through tariffs between the United States and its biggest trading partners.
While reports suggest that most countries have approached the United States ... Read the Full Story |
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From Our Partners | | An $841 billion shadow trust tied to Trump era policy has already paid out $4 billion in income over the past 12 months, according to Altimetry's Rob Spivey.
Less than 1% of the 6,000 publicly traded stocks offer monthly distributions, and Spivey says this opportunity outpaces them all. Ray Dalio and Ken Griffin have each put more than $100 million behind it. | | Watch Rob Spivey's full presentation on this income opportunity now. |
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Technology | | NVIDIA (NASDAQ: NVDA) analysts started reducing their ratings and price targets in late March, which presents a headwind for the stock price action.
MarketBeat tracks five consecutive negative revisions beginning March 20, including three price target reductions and two downgrades. The downgrades... Read the Full Story |
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Communication Services | |
Insiders bought large caps like Texas Pacific Land (NYSE: TPL), TKO Group (NYSE: TKO), and Keurig Dr Pepper (NASDAQ: KDP) in Q1, highlighting opportunities in their stocks. The question for Q2 is whether these stocks are good buys for investors, and the answer is not always yes.
Texas Pacific La... Read the Full Story |
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Healthcare | |
Amid the precipitous decline in the general market in 2025, several new stocks on the block have managed to outperform.
As of the April 11 close, the S&P 500 Index has provided a total return of nearly down 9%. Three stocks that had their initial public offerings (IPOs) in 2024 or 2025 have a... Read the Full Story |
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Real Estate | |
Investors commonly see dividend-paying stocks as a stable, defensive part of a portfolio. These firms should, in theory, pay out a steady stream of passive income in the form of regular dividend payments made possible by the company's continued operational success. Thus, some of the most popular d... Read the Full Story |
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From Our Partners | | The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. | | See the 5 stocks to avoid |
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Industrials | |
Fastenal (NASDAQ: FAST) faces headwinds and hurdles like any business in 2025, but it navigates the situation better than most, driven by execution and technology. The company leaned into an FMI or Fastenal Managed Inventory footprint expansion in FQ1, compounded by improving client counts and p... Read the Full Story |
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Consumer Staples | |
While macroeconomic headwinds, tariffs, inflation, interest rates, and fears of a recession impact the broad market S&P 500, not all stocks are in the same position.
This is a look at five stocks and one REIT that are not only outperforming the average S&P 500 (NYSEARCA: SPY) stock in 202... Read the Full Story |
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Consumer Staples | |
With tariff policies causing extensive worry in markets, one word has started to rear its ugly head more and more: recession. Market observers worry that tariffs could cause a worldwide slowdown as prices rise significantly.
China is the United States' largest trading partner. Around $584 billion... Read the Full Story |
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Real Estate | |
Realty Income Corporation (NYSE: O) is a prominent real estate investment trust known for its reliable income stream. The company navigates market pressures while reaffirming its core commitment to shareholders.
Realty Income’s depressed share price, combined with its recently increased d... Read the Full Story |
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Finance | |
Healthy dividends, higher-than-average yield, and insulation from tariff risk are attractive investment qualities that stocks on this list share. They are also among the highest-rated dividend stocks tracked by MarketBeat, a list of quality dividend stocks ranked by analysts' sentiment ratings.
T... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day IAMGOLD Corporation, through its subsidiaries, operates as an intermediate gold producer and developer in Canada and Burkina Faso. It owns 100% interest in the Westwood project that covers an area of 1,925 hectare and located in Quebec; a 60% interest in the Côté gold project, which covers an area of 596 square kilometer located in Ontario, Canada; and a 90% interests in the Essakane project that covers an area of 274,000 square kilometer situated in Burkina Faso. IAMGOLD Corporation was incorporated in 1990 and is headquartered in Toronto, Canada. | | View Today's Stock Pick |
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