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πŸ“‰ Ferrari Just Did Something Crazy

Inflation Just Exploded 0.6% in ONE MONTH

March 2026: +0.6% inflation in a single month.

Most people don't realize they just witnessed the opening shot of the next great monetary crisis.

If inflation continues at this pace, we're looking at 7.2% annual inflation.

Here's what happened the last time America faced this scenario:

The 1970s Stagflation Crisis.

Inflation hit 14%. The stock market lost 92% of its real value. Savings accounts were destroyed.

But one asset gained 2,300%.

Gold.

From $35 in 1971 to $850 in 1980. While everything else collapsed, gold owners watched their wealth multiply 23 times over.

The exact same conditions are forming again.

Two simultaneous wars. Energy prices spiking. A national debt past $38 trillion.

But this time, there's a wildcard that didn't exist in the 1970s.

The U.S. government owns 8,133 tonnes of gold, valued on the books at $42.22 per ounce.

President Trump has the legal authority to correct it with an executive order.

When he does, it won't just be a gold rally.

It will be the largest wealth transfer in modern history.

$7,000? $10,000? $20,000?

The smart money isn't waiting to find out. They're positioning now, like insiders, before the revaluation hits.

That's why I want you to read The Great Gold Reset.

BREAKING NEWS

πŸ“‰ Ferrari Built a $640,000 EV and Investors Hit Sell

Ferrari ($RACE ) just revealed its first-ever fully electric car and the market hates it already. The car is called the Luce, which means "light" in Italian. It costs $640,000. It goes from zero to 60MPH in 2.5 seconds. It was designed with the help of Jony Ive, the man who designed the iPhone.

Ferrari shares fell nearly 8% in Milan on the day of the reveal, wiping out roughly $3 billion in market value in a single afternoon. Five years of work. One very expensive car. Eight percent gone before orders even begin.

So why did investors react so badly to a $640,000 car that goes 192 miles per hour? The answer is brand identity.

For decades, Ferrari built its entire identity around loud combustion engines and two-seat supercars. The Luce changes that formula. It is a four-door family car. A very fast, very expensive family car, but still a family car. And it's either really nice or really ugly, depending on your opinion.

Ultimately, investors are worried that Ferrari is moving away from the kind of cars that made the brand feel special in the first place. And right now, they’re looking at it the same way fans would look at a nightclub turning into a dentist’s office. Sure, it might still be successful. But the vibe is gone.

  • Analysts called the Luce the biggest departure from Ferrari's identity they have ever seen. It’s designed to attract people who have never owned a Ferrari. That is exactly what scares the people who already have one.

  • Ferrari sold fewer cars last quarter but still made strong profits on every single one. The business is fine. The brand might not be.

  • Luxury electric vehicle demand is weakening across the industry and rivals are already cutting back their EV plans. Ferrari just revealed its first fully electric car at exactly the wrong moment.

The Munch Take: Ferrari built a $640,000 electric family car and the market is already ruthlessly punishing them for it. That does not mean the Luce is a bad car. It's probably insane to drive. The problem is that Ferrari buyers don’t want a family car. They want loud engines, aggressive design, and a car that feels completely unreasonable to own. My wife saw the price tag and said $640,000 for a family car seems like a lot. Ferrari clearly should have consulted her on this one.

Silver Is Now a Growth AND Income Play (Ad)

For decades, silver paid nothing. That just changed. One tiny ETF is delivering 20% annualized distributions plus 68% share appreciation in just 5 months.

STOCK OF THE DAY

 πŸ˜₯ The Pandemic Stock That Forgot To Recover.

In 2020, Zoom was the most important companies on earth. Everyone was home. Nobody could go anywhere. And Zoom was how the entire world stayed connected. Schools. Offices. Weddings. Funerals. Zoom calls for everything.

The stock went absolutely vertical. Investors poured money in. The hype was real and the numbers backed it up. For one brief moment, Zoom felt like the future of everything.

Then people went back to the office.

The stock crashed 88% from its peak, wiping out nearly $130 billion in market value. If you put $100,000 in at the top, you have less than $12,000 left today. Not $12,000 in losses. $12,000 total. The other $88,000 is just gone.

  • Zoom peaked during a once-in-a-generation global event that forced everyone on earth to use the same product at the same time. That's not a business model. That's an accident

  • The moment offices reopened, Microsoft Teams and Google Meet were already installed on every work computer for free. Zoom was charging people for something they could suddenly get at no cost.

  • The stock is still down 88% six years later because investors priced Zoom like pandemic demand would last forever. The surge was real, but the business was never built to support those valuations once the world returned to normal.

The Munch Take: Zoom is the single best reminder that buying a great product at the wrong price is still a terrible investment. The video calls worked perfectly. The valuation did not. Millions of people bought Zoom stock because they used Zoom every day, which is one of the oldest mistakes in investing. My wife used Zoom constantly during the pandemic for her book club. I asked her if she ever bought the stock. She said no because it seemed overpriced. I really should listen to her more often.

πŸͺ Munchy Memes

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