• Pip Munch
  • Posts
  • ๐Ÿ“‰ The War Isn't Over. Oil Knows It.

๐Ÿ“‰ The War Isn't Over. Oil Knows It.

Elon Musk is quietly planning the largest IPO in stock market history.

By taking SpaceX public, he stands to gain an instant $625 billion in new wealth.

The good news, for you and I, is we can essentially partner with Elon before he cashes out with this record payday.

All you need is $100โ€ฆ plus the ticker I'd like to share with you.

Sincerely,
Tim Bohen

โ˜•๏ธ GM Munchers! My wife asked me this morning what PCE stands for. I explained it was the Fed's favourite inflation measure and that Friday's print could kill any chance of rate cuts this year. She said "so we're not getting a new couch." She understood it faster than most analysts.

On todayโ€™s menu:

  • ๐Ÿ“‰ The War Isn't Over. Oil Knows It.

  • ๐Ÿš€ SpaceX Is Going Public. The Whole Sector Just Ripped.

  • โœ… Google, Robinhood & Alibaba

  • ๐Ÿ“ฎ The Post Office Just Did FedEx A Favour

  • ๐Ÿค Trump Is Meeting With China

Yesterdayโ€™s numbers:

S&P 500

6,591

+0.54%

Nasdaq

21,929

+0.77%

Dow Jones

46,429

+0.66%

Bitcoin

$70,759

+0.27%

BREAKING NEWS

๐Ÿ“‰ The War Isn't Over. Oil Knows It.

Yesterday's market had the attention span of a golden retriever at a dog park. Trump said "negotiations," and stocks ripped. Iran said "what negotiations?" and stocks dropped. Then, somehow, by the closing bell, stocks were green again because the market decided optimism felt better than the alternative. One trading session. The entire emotional range of 2026 compressed into six hours.

What Actually Happened:

  • ๐Ÿ•Š๏ธ Trump sent Iran a 15-point peace plan through Pakistan. Iran rejected it and sent back a five-point counteroffer, including a demand for sovereignty over the Strait of Hormuz. Yeah, the strait that carries 20% of the world's daily oil supply. That one.

  • ๐Ÿ›ข๏ธ Ukrainian drones hit Russian oil infrastructure yesterday, knocking out 40% of Russia's export capacity in a single afternoon. Not great for those who want cheaper gas prices (AKA all of us).

  • ๐Ÿšข Only two vessels crossed the Strait of Hormuz on March 24, compared to the usual 150 to 160 per day. Right now, the peace talks are a headline. The closed shipping lane is a physical reality.

With all of this chaos as the backdrop, the market is already shifting its attention to Friday's PCE inflation print โ€” the Fed's favorite measure of whether prices are still too hot. The Fed already revised their 2026 inflation forecast up to 2.7%, the largest single-year upward revision in recent cycles. Oil is at $90 a barrel and the Strait of Hormuz is essentially closed. If Friday's number comes in hot, any hope of a rate cut this year is gone.

The Munch Take: Nobody knows what is real right now. Trump says the war is won. Iran says there is no ceasefire. Bombs are still falling and oil is sitting at $90 a barrel while everyone refreshes Truth Social waiting for instructions. My wife asked if we should fill up the car this week. She did not frame it as an investment thesis, but it absolutely was one.

๐Ÿš€ SpaceX Is Going Public. The Whole Sector Just Ripped.

Reports broke yesterday that SpaceX plans to file its IPO as soon as this week. Translation for normal people: SpaceX is about to let regular investors buy a piece of the company for the first time ever, and Wall Street is super excited.

Why Other Space Stocks Ripped: 

  • When the biggest player in any industry goes public, it shines a spotlight on the whole neighborhood. Suddenly every space company on the market looks more valuable because the sector itself just got legitimized by the largest IPO in history.

  • Space stocks like AST SpaceMobile and Rocket Lab both jumped about 10%. Rocket maker Firefly Aerospace climbed 16%. EchoStar Corporation ($SATS) ripped over 11% at one point.

  • Nobody even had to do anything. SpaceX sneezed and their stocks caught a cold. A good cold.

How Big Is This: SpaceX might raise $75 billion from going public, which would shatter Saudi Aramco's $29.4 billion record set in 2019. The target valuation is $1.5 trillion. For context, that is bigger than most countries' entire economies.

SpaceX also recently acquired Elonโ€™s xAI in a deal valuing the combined company at $1.25 trillion, meaning whoever buys this IPO gets rockets, Starlink internet, and an AI company stapled to the back. It is a lot.

The Munch Take: This is the most anticipated IPO since we were all arguing about whether to buy Facebook in 2012. The entire space sector got a free day because one company filed some paperwork. A $1.5 trillion valuation on Day 1 is pretty crazy. But if you think we'll all be living in bubbles on Mars, it might pay off. My wife said she doesn't want to move to Mars because the commute to her mother's would be impossible. That alone makes me want to buy the stock.

2:59 PM Friday. Make this trade. (Ad)

Everybody wants to know.

How does Tim Sykes profit over the weekend?

It sounds impossible.

But when I show you how I'm making thousands of dollars almost every weekend like clockworkโ€ฆ

By just placing one simple trade around 2:59 pm on Fridayโ€ฆ

You're going to be SHOCKED.

You are receiving this email because you opted in to receive financial news and updates.

MARKET OVERVIEW

๐Ÿฟ Tasty Movers & Shakers

๐Ÿ“‰ $GOOGL (Google) officially entered a technical correction yesterday, down more than 10% from its February all-time high. The most dominant search company in history is now in correction territory while people are using AI to avoid using it.

๐ŸŸข $HOOD (Robinhood) climbed 5.01% after approving a new $1.5 billion stock buyback program. The app that taught a generation to gamble on stocks is now buying its own stock. Poetic.

๐Ÿ”ด $BABA (Alibaba) rallied 3.51% after Chinese regulators signaled a crackdown on the food-delivery price war. The government stepping in to stop companies from competing too hard is a very Chinese solution to a very Chinese problem.

๐Ÿพ $CHWY (Chewy) ripped 13.26% after dropping strong earnings and 2026 sales guidance that stomped expectations. America is broke, anxious, and still spending aggressively on their dogs. The pets are fine. The portfolio is not.

STOCKS

๐Ÿ“ฎ The Post Office Just Did FedEx A Favour

For the first time in history, USPS announced an 8% surcharge on all packages to cover rising fuel costs. When the federal government. with no shareholders to answer to and no profit motive. starts tacking on surcharges, which tells you something about where fuel prices actually are.

Why This Matters: USPS is the cheapest option in the room. Always has been. The moment it gets more expensive, every shipper who uses it as the budget alternative starts looking at $FDX and $UPS with fresh eyes. The government just handed private carriers a permission slip to keep raising prices.

The problem is these two stocks are living completely different lives right now.

  • ๐Ÿ“ˆ $FDX up 21% year to date. Up 47% over the past year.

  • ๐Ÿ“‰ $UPS down 10% over the past year. Down 41% over the past five years.

  • ๐Ÿ‘‘ FedEx overtook UPS in market cap for the first time ever. Cost cuts, margin improvement, and a freight spinoff coming in June did the work.

  • ๐Ÿค $UPS is still bleeding Amazon volume and fighting higher labour costs.

Rising fuel costs hurt both companies. But FedEx has the stronger balance sheet to absorb it.

The Munch Take: The post office raising prices for the first time ever is the market equivalent of your most frugal friend finally admitting they can't afford the restaurant. Fuel is expensive. Shipping is expensive. My wife ordered three packages last week and accidentally diversified into $FDX without knowing it. She is, once again, ahead of me.

TRADING SUCCESS

๐Ÿค‘ Thursday Motivation

๐Ÿช Munchy Memes

What do you think of today's edition?

Login or Subscribe to participate in polls.

Share Pip Munch

Chances are you have some trading friends. Why donโ€™t you be a pal, share Pip Munch and earn some goodies for it?

You currently have 0 referrals, only 1 away from receiving The Trading Plan That Helped Me Pass 4 $100,000 FTMO Challenges.

Or copy and paste this link to others: https://pipmunch.com/subscribe?ref=PLACEHOLDER

A portion of this message is a sponsored advertisement sent on behalf of Stocks To Trade. Lark Dashboards receives compensation for this placement. We do not endorse or recommend any specific investments. Please do your own research.

If you have questions or concerns about your subscription, feel free to contact our Canadian-based support team at [email protected].