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☕️ GM Munchers! I'm back from the cruise, five pounds heavier, zero dollars richer, and somehow more tired than when I left. Vacations are a scam and I'd do it again tomorrow.

On today’s menu:

• 📉 The War Nobody Can Slow Down

• 🥳 Great News For Crypto Stocks

• 👑 The Oracle Of Omaha Just Officially Stepped Back

• 👟 Netflix & Nike Continue To Drop

• ⏰ 24/7 Stock Trading Is Coming Soon

Friday’s numbers:

BREAKING NEWS

🛢️ The War Just Got Scarier & Markets Are Nervous

If one war wasn’t enough, how’s two?

Ukraine kept pounding Russian oil refineries over the weekend, hitting more facilities outside Moscow despite Trump publicly begging Zelenskyy to stop. Last week, Trump literally asked Ukraine to lay off the refineries, saying the strikes were hurting the world. Ukraine hit them anyway. When a major war escalates and even the U.S. President can't slow it down, investors get jumpy, and jumpy investors are bad news for stocks.

Here's why this matters beyond the headlines. This kind of escalation quietly chips away at risk sentiment. Every scary war headline nudges money toward safety and away from the market. Layer that on top of already-hot inflation and a Fed that just hiked rates, and you've got a market walking on eggshells.

• ⛽ Diesel is the real casualty: U.S. diesel just topped $6 a gallon for the first time ever, up about 63% from a year ago, and these refinery strikes will only make it worse.

• 🏦 More hikes may be coming: Rising fuel costs feed inflation, and markets now see roughly a 56% chance of another Fed rate hike in October.

• 😨 Sentiment is fragile: With WW3 fears bubbling in the headlines, it doesn't take much to send nervous investors reaching for the exits.

The Munch Take: Everybody's quietly worried about World War 3 right now, but we like to stay optimistic. Our honest bet? Nothing happens, until it does, which is exactly how these things always go. We're not rearranging our whole portfolio over war headlines. What we are watching closely is diesel, because those record prices feed inflation, and inflation is what keeps the Fed's finger on the rate-hike button. Stay calm, stay patient, and keep your shopping list ready if the fear creates a discount.

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STOCK OF THE DAY

🚀 Coinbase Ripped As The SEC Handed It A Golden Ticket

$COIN Coinbase jumped over 11% on Friday to roughly $194, outrunning even Bitcoin's own rally. Two things lit the fuse. First, Bitcoin punched back above $80,000 as a short squeeze forced bearish traders to buy back in. Second, and more importantly for Coinbase specifically, the SEC handed the crypto world a major regulatory gift.

Here's the workaround worth understanding. Remember how the CLARITY Act, the big crypto rules bill, just died in the Senate? Regulators found another door. The SEC granted a five-year exemption letting trading platforms offer "tokenized stocks," which are blockchain versions of regular company shares like Nvidia or Tesla. For Coinbase, that's huge, because it earns fees on every one of these products it lists. Coinbase's CEO basically said the bill is dead, so they're going straight through the regulators instead.

• 📈 The bull case: Coinbase now has a clear, fee-earning path into tokenized stocks and just filed to list 50-plus single-stock futures on names like Nvidia and Tesla.

• ⚠️ The bear case: The exemption is temporary, not permanent law, and Coinbase's fortunes still swing hard with Bitcoin's price, which can reverse fast.

• 🎢 The reminder: Crypto stocks like COIN amplify Bitcoin's moves in both directions, so this rocket works the same way going down.

The Munch Take: This is a genuinely bullish development for Coinbase and we’re happy as we’ve owned the stock since 2025 at an average price of $170. It’s had a rough year, down almost 18% but the tokenized stock opportunity is real and could be massive long term, but a temporary exemption isn't the finish line. We like the direction here, we're just not confusing one great Friday for a permanent win.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

💰️ Special Report: My 4-Step Process for 100% Stock Winners (from Wall Street Zen)

💾 $SNDK Sandisk rallied 10.99% ahead of joining the S&P 100 this week. Getting bumped into a bigger index means index funds have to buy, and traders front-ran the party.

👟 $NKE Nike fell 2.34% after reports that its star spokesman Kylian Mbappé bolted for rival brand On. Losing a face like that is another dent for a brand already having a horrible year.

🚀 $SPCX SpaceX slipped 1.36% after pushing its next Starship test flight back to September 28. A short delay is nothing new for rockets, but investors still flinched.

📺 $NFLX Netflix dropped 4.67% after a Wells Fargo downgrade flagged softer viewer engagement and worries about its upcoming shows. When people aren't watching as much, Wall Street stops watching the stock as fondly.

🧬 $XENE Xenon Pharmaceuticals cratered 30.69% after pausing enrollment in trials for its depression and bipolar treatments. Nothing sinks a biotech faster than its own drug trials hitting the brakes.

NEWS OF THE DAY

👑 The Oracle Of Omaha Just Left The Building

After more than six decades, Warren Buffett has finally had his fill. The 96-year-old stepped down as Berkshire Hathaway's chairman on Friday, handing the role to his son Howard. He already gave up the CEO seat back in January, so this is the true final chapter of Buffett's reign at the top. "Father Time always wins," he wrote to shareholders, and it's hard to argue with a guy who ran the same company for 61 years.

Here's how the new setup works. Son Howard becomes chairman and protects the culture. Greg Abel, already CEO since January, runs the actual business day to day. Buffett stays on as a director and mentor. In his words: "Greg runs the company; Howard will guard its culture and values."

Now the big question everyone's asking. Who becomes the market's new crystal ball? A few names get thrown around, and it's worth knowing them:

• 🎯 Greg Abel, the successor: The natural heir who promises to keep Buffett's playbook of durable businesses and patience. The catch? He's unproven, and Berkshire has lagged the market badly since he took over.

• 🚀 Cathie Wood, the renegade: The ARK Invest founder who bets big on disruptive tech like her famous early Tesla call. The catch? That same high-risk style has produced some spectacular flops.

• 🐻 Michael Burry, the doom-caller: The "Big Short" legend who nailed the 2008 crash and is now shorting Nvidia. The catch? He's predicted roughly ten of the last two crashes.

The Munch Take: Here's the honest truth. Nobody replaces Warren Buffett, because his edge wasn't a crystal ball, it was patience, discipline, and buying boring value while everyone else chased flash. The real thing worth watching now is whether Greg Abel can put Berkshire's mountain of $365 billion of cash to work like the master did. That, not the search for the "next Buffett," is the story that actually matters. Legends retire. The lessons don't.

🚀 Pre-Market Fuel

1. 👀 Move your money OUT of SpaceX (and into this stock) by Sept. 29th (Ad)

2. ⏰ 24/7 stock trading is coming soon.

3. 🍟 Wendy’s is collapsing.

4. 🇬🇧 The UK just sent out a scary warning.

🍪 Munchy Memes

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