| | | I’m in Guadalajara, Mexico today, heading to Tequila in a bit. Thanks for your patience with these coming a bit later this week. |
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| | The $600 billion industry no one's talking about | | Half the planet will go through menopause, but there are only a tiny number of companies dealing with the problem. | But one company, Rootless, is crushing it in this space. They're growing quickly and have made room for Alts members to get in on their equity round. | This is the kind of investment idea we LOVE at Alts. | ✅ Huge Market? | ✅ Unloved Market? | ✅ No competition? | ✅ Solves a painful problem? | ✅ Wealthy customers? | I'll review the opportunity this week, but you can skip the queue today. | | Are you looking to invest $25k or more? Request a warm introduction to Sachi, the CEO. | | 📰 Market Headlines | | Nvidia earnings are on deck for Wednesday, with the potential to accelerate or scuttle the recent market rally. The national debt is starting to spook investors, with the federal IOU now at $34.5 trillion. 24X National Exchange, a trading platform backed by Steve Cohen, is seeking SEC approval to operate a 24/7 exchange. [Ed: No rest for the wicked] A helicopter carrying Iranian President Ebrahim Raisi crash-landed Sunday, state media reported, with weather conditions complicating rescue efforts. He died.
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| | 🕶️ Market Vibes | 🎰 Market Forecasts and Futures | Forecasts via Kalshi, the prediction market. | | 😱 Fear and Greed Index | | | 🎤 What you said last time | Thanks guys, I’m up $600. | | 📈 Trends you need to know | | . |
| The US dominates in-person casino spend by a wide margin. Also, the top games bit looks like the scammy part of the app store. |
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| | 🧠 What do you think? | 💬 Have your say | Iran’s President and Foreign Minister died in a helicopter crash over the weekend. | Why did the Iranian president's helicopter crash? | | | 📊 Stocks | | | Winners and losers | Earnings, upgrades, and acquisitions | Another week means another slew of earnings reports. Here’s who to look out for: | Tuesday: AutoZone (AZO), Macy's (M), XPeng (XPEV), Toll Brothers (TOL), Urban Outfitters (URBN) Wednesday: Nvidia (NVDA), e.l.f. Beauty (ELF), Petco (WOOF), Snowflake (SNOW), Target (TGT), TJX (TJX), Williams-Sonoma (WSM) Thursday: BJ's (BJ), Deckers Brands (DECK), Intuit (INTU), Polestar (PSNY), Ralph Lauren (RL), Ross Stores (ROST), TD Bank (TD), Workday (WDAY) Friday: Lamar (LAMR), Warner Bros. Discovery (WBD)
| Market movers | Elon Musk launched SpaceX's Starlink internet service in Bali, providing connectivity for millions. NASA's X-59 plane, designed to fly from London to NYC in 1.5 hours, passed its Flight Readiness Review, allowing for a test run this year. Blue Origin successfully completed its first crewed mission in nearly two years, bringing six tourists to the edge of space. The US Justice Department and TikTok asked an appeals court to fast-track a ruling on the legality of a law that could ban the app by January 19. Mercedes-Benz employees in Alabama rejected joining the United Auto Workers union. More layoffs: GoPuff laid off 6% of staff at its Philadelphia HQ. Google axed 57 workers at multiple Bay Area locations. Nike laid off 740 high-wage workers at its Beaverton, Oregon HQ.
| Ideas, trends, and analysis |
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| | | 🌍 Global Perspectives | 🇬🇪 Georgia's President Salome Zourabichvili vetoed a controversial bill that sparked weeks of widespread protests across the country. 🇵🇱 Poland announced plans to invest 10 billion zlotys ($2.55 billion) to secure its eastern border against Russia and Belarus. 🇷🇺 🇮🇹 A Russian court seized 463 million euros of UniCredit assets as part of a lawsuit over an aborted gas project involving the Italian bank.
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| | 📊 Crypto | | Coinbase expects a 30% to 40% chance of spot ETH ETF approval by month-end. Morgan Stanley bought $269.9 million of Grayscale's GBTC. Steven Cohen's Point72 hedge fund held $77.5 million of the Fidelity Wise Origin Bitcoin Fund in Q1.
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| | | 📺 What to Watch Today | | Options Action: Nvidia earnings on deck |
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| | That’s all for today. Did I miss anything? Smash the reply button to let me know. | Cheers, | Wyatt |
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