We'll take you to the markets. We are mixed. Dow is lower.Everything else is in the green. We're reacting, of course, to those new tariffs. The president says they're not going to change and there won't be any extensions either.I don't think Wall Street necessarily believes that because the S&P is still in positive territory. So, to my point, here come the strategist. David Cen, Goldman Sachs raises his S&P 500 valuation and return forecast for 36 in the next 12 months.3% 6,400 or six months 6600 and uh 6,9 ...

Almost 90% Of Americans Concerned About Inflation—Before Tariffs Even Kick Inhttps://t.co/8vECGAXaBj https://t.co/8eQnLAQNeh ...

Market Concerns & Inflation - Markets were initially concerned about the Middle East situation, particularly potential Strait of Hormuz closure or energy infrastructure damage, which could significantly increase inflation [1] - Oil prices potentially rising above $100 per barrel due to Strait closure could push inflation back above 5% and gas prices above $5 per gallon [2] - Easing Middle East tensions are causing oil prices to decline, suggesting a more positive inflation outlook and potentially allowing the Federal Reserve to lower interest rates [2][8] - Lower energy prices could offset some inflationary impact from tariffs [2] - Markets are currently more relieved by developments in Iran than concerned about upcoming tariffs [3] Federal Reserve & Tariffs - Federal Reserve Chair Powell is maintaining a "wait and see" approach regarding tariffs [4] - Recent economic data, including weaker economic surprise indexes, decelerating job growth, and friendly inflation prints, may be pushing the Federal Reserve towards easier monetary policy and another rate cut [5] - The final tariff terms, implementation, and pass-through to inflation are still unknown [6] - The debate now includes more voices on the dovish side, which is net bullish for investors [7] Market Sentiment - Market recovery is driven by optimism regarding no further escalation or potential resolution in the Middle East [8] - Lower energy prices are bullish for the markets [8] - Market pricing is heavily influenced by day-to-day news [9]

Core Viewpoint - Apple Inc. is perceived as a potential major loser from tariffs, yet the company is expected to effectively navigate the challenges posed by this situation [1] Company Summary - Apple Inc.'s stock is experiencing a decline due to negative news regarding tariffs [1] - The stock is included in a portfolio designed for stability and reliability in any economic environment, referred to as the "End Of The World Portfolio" [1]

Group 1 - The article emphasizes the importance of long-term growth and dividend growth investing, focusing on undervalued stocks and high-quality companies that provide cash for reinvestment [1] - Profitability is highlighted as a safer driver of gains compared to low valuation, with a focus on margins, free cash flow stability and growth, and returns on invested capital [1] - The author expresses a commitment to thorough research on high-quality companies, indicating a continuous interest in understanding their performance [1]

Core Viewpoint - The article discusses the ongoing impact of tariffs on the market, indicating that the author has been warning about these tariffs for an extended period [1]. Group 1: Company Insights - The investing group High Yield Landlord is highlighted as one of the largest real estate investment communities on Seeking Alpha, providing exclusive research on the global REIT sector and multiple real money portfolios [2]. - Austin Rogers, a REIT specialist, focuses on high-quality dividend growth stocks aimed at generating a safe and growing passive income stream, with a lifelong holding period in mind [2]. Group 2: Analyst Disclosures - The analyst has disclosed a beneficial long position in several stocks, including VUSB, BX, CSL, GOOGL, IIPR.PR.A, and PSA, either through stock ownership, options, or other derivatives [3]. - There is an indication that the analyst may initiate a long position in CFR within the next 72 hours [3].

Core Viewpoint - Costco Wholesale Corp is facing challenges due to tariffs impacting apparel and home furnishings, with expectations of a slowdown in sales growth [1] Sales Performance - The company is anticipated to report a deceleration in total comparable sales (comps) for March to 2.5%, down from 7.7% last year [1] - Traffic is expected to increase by 2.5% compared to 7.2% last year, as consumers seek value [3] Digital Sales and Pricing Impact - Digital sales growth is projected to slow to 5%, a significant drop from 28.3% last year [3] - Gas prices have declined by high single digits in March, contributing to a headwind of approximately 80 basis points [2] - Strength in the U.S. dollar may add an additional headwind of around 170 basis points [3] Product Categories - Non-food sales are expected to outperform, particularly in discretionary categories like gift cards [4] - Food & Sundries and Fresh Foods sales are anticipated to remain solid due to favorable at-home consumption and a value-focused assortment [4] Stock Performance - Shares of Costco Wholesale declined by 2.73% to $942.91 at the time of publication [4]

Market Overview - The stock market has experienced a significant downturn following President Trump's tariff announcements, with the S&P 500 in correction territory and the Nasdaq Composite nearing bear market status [1] - Despite the overall market decline, certain stocks may present long-term investment opportunities [1] Amazon (AMZN) - Amazon's stock has decreased nearly 30% over the past two months, reflecting the broader struggles of megacap tech stocks in 2025 [2] - The company continues to show impressive growth, with a 10% year-over-year revenue increase in the holiday quarter, and Amazon Web Services (AWS) growing by 19% [3][4] - E-commerce represents just over 15% of total U.S. retail sales, indicating significant growth potential, while the global cloud computing market is projected to quadruple by 2032 compared to 2024 levels [5] Wells Fargo (WFC) - Bank stocks, including Wells Fargo, have been disproportionately affected by tariffs, despite their domestic focus [6] - The probability of a recession has increased, which could lead to a slowdown in consumer loan demand and impact banks' margins [7][8] - Wells Fargo's shares have declined 25% from their 2025 peak, trading at a valuation of 10.5 times forward earnings estimates, making it potentially attractive for long-term investors [9]

Market Overview - Wall Street is experiencing significant declines, with the SPDR S&P Retail ETF (XRT) down 8.7% at $65.24, heavily impacted by one of its major holdings dropping over 10% [1] Company Performance: Target Corp - Target Corp (NYSE:TGT) stock has decreased by 11.6%, trading at $93.92, and previously hitting a five-year low of $93.26. The stock has shown a pattern of lower lows, with seven consecutive weekly losses leading into April, and is on track for an eighth [2] - Year-to-date, Target's equity is down 30%, and it has experienced a 46% decline year-over-year [2] Analyst Ratings - Despite the stock's poor performance, analysts have not yet revised their ratings. Out of 33 brokerages covering Target, 16 maintain a "buy" or better rating, with only one "sell" rating. The consensus 12-month price target is $135.13, indicating a 44% upside potential from the current price [3] Options Market Activity - Options traders are currently focused on call options, with a 10-day call/put volume ratio of 3.47, nearing an annual high [4] - However, there is a notable shift towards put options today, with over 43,000 puts traded, which is four times the average intraday volume. The most popular option is the weekly 100-strike put, along with new positions being opened at the June 80 put [5]

Group 1 - Ford Motor Company is recognized as one of the most iconic car manufacturers today [1] - The company sold 4.47 million vehicles last year [1] Group 2 - Crude Value Insights provides an investing service focused on oil and natural gas, emphasizing cash flow and growth prospects [1] - The service includes a 50+ stock model account and in-depth cash flow analyses of exploration and production firms [2]