My New Favorite Stock to Trade

The cruise stocks love the money printer...

Market outlook:

• Treasury yields hold steady with 10-year at 4.14% ahead of tariff rollout; Goldman cuts year-end 10-year forecast to 4% (from 4.35%), citing slowdown in growth

• Oil steadies with WTI at 71.32; watching potential Russian sanctions, OPEC+ production increases, and a surprise 6M barrel inventory build

• Gold hits fresh record of $3,177 before pulling back; precious metal up 18% year-to-date as trade tensions drive surge in demand.

• Manufacturing slips into contraction with ISM at 49% in March; executives report "deteriorating" conditions as prices surge amid tariff uncertainty.

• Tesla (TSLA) is expected to report Q1 delivery decline amid demand concerns; analysts project a drop for the first time since the pandemic as Chinese and European sales decline.

Dear Reader:

With all the uncertainty around today’s tariff announcement, one clear opportunity is starting to stand out: Treasury bonds.

As Secretary Bessent looks to reduce borrowing costs, ETFs like the iShares 7–10 Year Treasury Bo…