4

As in S&P 500 earnings estimates have fallen 4% YTD, consistent with the trend of the past ten years.
#AnalystsGetGloomyInWinter

11

As in container shipments arriving at US ports rose 11% YoY during March (Descartes Datamyne/WSJ).
#StockingUpBeforeTariffs

70

As in Treasury Secretary Scott Bessent says the US is negotiating directly with 70 countries on tariffs.
#GetItDoneASAP

“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“Why would we invest millions to reshore factories… a policy  that will likely fail or change?”
– Velong Kitchenware CEO Jacob Rothman
#EatTheTariffs?

“Whether tariffs cause recession remains in question, but they’ll slow down growth.”
– JPMorgan CEO Jamie Dimon
#NotIfReshoringBoostsCAPEX