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- ๐ Is The War Over?
๐ Is The War Over?

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โ๏ธ GM Munchers! We had a green day yesterday and I want to be excited about it. I really do. But I've been burned enough times to know that the market giving us a nice day is basically my dog being suspiciously well-behaved. Something is destroyed somewhere.
On todayโs menu:
๐ Trump Saved The Market With A Tweet
๐ฅ Gold Has Entered A Bear Market
๐ณ๏ธ Cruise Stocks Set Sail
โ 7 Cheap & Good Stocks to Buy in March
๐ฌ Fertilizer Prices Are Up 44%
Yesterdayโs numbers:
S&P 500 | 6,631 | +1.11% |
Nasdaq | 21,946 | +1.38% |
Dow Jones | 46,208 | +1.38% |
Bitcoin | $70,761 | +4.19% |
BREAKING NEWS
๐๏ธ The Ultimatum Blinked: Trump Saved The Market With A Tweet
Yesterday was a full-contact sport of headlines. Trump announced in the morning a 5-day pause on military strikes, claimed the U.S. and Iran are holding "productive talks," and the market reacted like it just got released from a two-week detention. Pure euphoria and investors went on a full-blown shopping spree.
The Twist Nobody Asked For: Iran immediately went on record saying none of it was true. No talks. No negotiations. Fake news. Their words, not ours.
Did The Market Care: Absolutely not. Not even a little. The mere suggestion of a ceasefire was enough to trigger a full algorithmic feeding frenzy.
๐ข๏ธ Oil cratered 10% and fell from its nightmare highs near $120 all the way back to $96 a barrel.
๐ The S&P 500 added $2 trillion in market cap.
๐ฅณ Everyone briefly forgot about stagflation.
The Munch Take: The entire bull case right now is "Trump said so." That's it. That's the foundation. This rally is built on thinner ice than my promise to my golf buddies that I can make the trip without checking with my wife first. Enjoy the green day. Just don't book the hotel yet.

๐ฅ Gold Has Entered A Bear Market And Nobody Is Talking About It
Remember just a few months ago when gold was hitting a new all-time high basically every single week? Your crazy uncle was vindicated. Everyone was a genius.
Now it's down 20% from its peak and somehow nobody cares. That's exactly why we should.
๐ท The Piggy Bank Got Smashed: When markets panic systemwide, safe haven rules go out the window. Everyone needs cash immediately. Gold was the only thing in hedge fund portfolios actually showing a profit, so it became the first thing they could sell without crying. Nothing personal. Just survival.
๐งฒ The Yield Problem: Gold's one fatal flaw is that it pays you absolutely nothing to hold it. Zero. Not a penny. Meanwhile, U.S. government bonds are sitting there offering a guaranteed 5% return and waving at institutional money managers. It's not a hard choice for them.
๐ฐ๏ธ King Dollar Did It Again: Gold is priced in dollars. Strong dollar means cheaper gold, every single time. The dollar has rallied 4 to 5% while gold cratered 20%. The math is simple but it doesn't apologize.
The Munch Take: If you bought at all-time highs, this hurts and I'm sorry. But government debt keeps climbing, inflation is nowhere near solved, and the money printer has never permanently stopped. The long-term thesis for gold hasn't changed. It just went on sale. My wife bought jewelry last week and accidentally made a better trade than me. Again.
Editorโs Note: Former tech executive and angel investor Jeff Brown โ picked Bitcoin before it jumped as high as 52,400%, Tesla before it jumped as high as 2,150%, and Nvidia before it jumped as high as 32,000%. Today, heโll show you how to claim a stake in Elon Muskโs upcoming IPO โ BEFORE the company goes public. Click here to see the details.
MARKET OVERVIEW
๐ฟ Tasty Movers & Shakers
๐ฑ $AAPL Itโs been literally a decade since Apple did anything exciting but the time has come. Theyโve officially announced something new. What is it? Theyโre going to put ads in Apple Maps. Yes, seriously. Just what we all asked for.
๐ข $NCLH Norwegian, $RCL Royal Caribbean, $CCL Carnival all ripped between 5% and 6% as easing Iran tensions suddenly made the ocean feel safe again. Cruise stocks are back, baby. I have already started mentally destroying a buffet on the sun deck. My wife is cautiously optimistic. My cardiologist is not.
๐ต $DASH DoorDash climbed 2.13% after announcing gas relief payments for drivers to help offset rising fuel costs. A company that charges me $6 in fees to deliver a $12 burrito finally doing something for the little guy. Wholesome. As long as my burrito price stays exactly where it is, they can spend their money however they want.
๐ $EL Estee Lauder cratered over 7% after the Financial Times leaked that the company is in advanced talks to acquire Puig Brands, a massive Spanish beauty and fragrance empire. We've been watching it all year (it historically does well during recessions). It's now down 25% in 2026. The Spanish company is thrilled. Estee Lauder shareholders are not. Nothing the market hates more than a expensive acquisition announced during a crisis. Nothing.
๐ Pre-Market Fuel
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