In partnership with

Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of over 22,000 subscribers striving to be better investors with an edge in the market.

Every Wednesday we publish “The Mid-Week Wrap-Up” — your ticket to being well informed and staying ahead in the investment game!

This report is designed to help investors of all skill levels break down important stories/topics within the stock market. And best of all, we cut through all of the BS and give you exactly what you need to know in easy to digest, bite sized pieces of content.

This article is designed to truly give you that EDGE in the day ahead!

Grab your afternoon pick me up and let’s dive in.

Market Talk

Tariff concerns continue to weigh on markets this week, with all three major indexes declining around 3%.

3 Stories Moving the Market

These are some of the biggest stories so far this week that are having an influence on market action.

Trump tariffs: the latest updates

President Trump has imposed 25% tariffs on all steel and aluminum imports, ending exemptions for allies and aiming to revive U.S. manufacturing. The move has triggered swift retaliation from both the EU and Canada, escalating the risk of a global trade war and higher consumer prices.

Critics warn the tariffs could backfire—raising costs across industries and potentially eliminating up to 100,000 U.S. jobs. Canada responded with 25% tariffs on $20B in U.S. goods, while the EU targeted $28B in exports including bourbon and motorbikes.

Tariffs now apply to all countries, with China facing a 45% rate due to prior duties. The policy affects not only raw metals but also finished goods, raising costs for cars, appliances, and infrastructure. Steel and aluminum prices have already jumped 30% and 15%, respectively.

Trump walked back a threat to double tariffs on Canada after trade concessions but hinted further hikes are possible. Talks to renegotiate the USMCA are set to resume.

Inflation rate eased to 2.8% in February, lower than expected

Inflation came in softer than expected in February, with the Consumer Price Index (CPI) rising just 0.2% for the month and 2.8% year-over-year.

Core CPI (excluding food and energy) also rose 0.2% monthly and 3.1% annually, all slightly below forecasts. Shelter costs, a major CPI component, rose 0.3%, while food and energy prices also ticked up modestly. Used cars and apparel saw notable increases, while airline fares dropped.

Markets reacted cautiously amid ongoing tariff uncertainty, which economists warn could reverse inflation progress and hurt growth.

The Fed is expected to hold rates steady next week but may resume cuts later this year as inflation cools and downside risks build. First-quarter GDP is tracking negative, signaling potential economic contraction.

Sponsored by RYSE

This smart home company grew 200%…

No, it’s not Ring or Nest—it’s RYSE, a leader in smart shade automation, and you can invest for just $1.90 per share.

RYSE’s innovative SmartShades have already transformed how people control their window coverings, bringing automation to homes without the need for expensive replacements.

This year alone, RYSE has seen revenue grow by 200% year over year and expanded into 127 Best Buy stores, with international markets on the horizon. Plus, with partnerships with major retailers like Home Depot and Lowe’s already in the works, they’re just getting started.

Now is your chance to invest in the company disrupting home automation—before they hit their next phase of explosive growth. But don’t wait; this opportunity won’t last long.

Invest today at $1.90 per share and receive up to 25% bonus shares.

_{Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.}

TSMC pitched Intel foundry joint venture to Nvidia, AMD and Broadcom

Intel shares jumped after a report that TSMC has pitched a joint venture involving Nvidia, AMD, and Broadcom to take stakes in Intel’s chip-manufacturing operations.

TSMC would hold no more than a 50% stake, and the deal would require U.S. government approval.

The surprise proposal comes amid Intel’s ongoing manufacturing struggles, including a $13.4B loss in its Foundry business last year and delays in its Ohio chip plants.

Despite setbacks, Intel maintains its 18A process could surpass TSMC’s tech later this year. Talks reportedly began before TSMC’s recent $100B U.S. investment announcement.

In Other News

In this section we'll be curating a selection of news headlines we think you'll find interesting. If a topic catches your eye, click the provided links to read more about it.

• Amazon, Google and Meta support tripling nuclear power by 2050

• Trump “buys” a Tesla with Elon Musk in tow, at the White House

• Oracle misses on earnings and issues weak revenue guidance

• Ray Dalio warns that mounting U.S. debt problems could lead to ‘shocking developments’

• Delta Air Lines slashes earnings outlook on weaker U.S. demand, sending shares lower

• Southwest Airlines will charge to check bags for the first time, launch basic economy tickets

• Ford to inject up to $4.8 billion to shore up cash-strapped German unit

• Data on new Novo Nordisk obesity drug disappoints in trial, shares drop

• Porsche shares fall as company warns of lower sales

• Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week

• Rocket Companies to buy real estate firm Redfin in $1.75 billion deal

• Beacon Roofing Supply, QXO Discussing Potential Deal

• Dick’s Sporting Goods is latest retailer to forecast rocky 2025 as recession fears swirl

• Kohl’s shares plunge 20% as retailer gives rough outlook for the year ahead

The Second Half

The main catalyst for the remainder of the week will be the latest moves from the White House in terms of tariffs. There’s also key inflation data, including PPI and consumer inflation expectations, as well as several earnings.

Earnings Reports

There are a few retail names scheduled to report this week, as well as a major software company. Here are the names we will be watching:

• Wednesday 3/12: Adobe

• Thursday 3/13: Dollar General and Ulta Beauty

• Friday 3/13: --

Here is the calendar of earnings releases scheduled for the rest of the week:

Economic Reports

All eyes will be on the consumer sentiment report on Friday, specifically the inflation expectations, for further clues into the mindset of the consumer. We also get initial jobless claims and the latest PPI report.

Here is the full calendar of events scheduled for the remainder of the week:

The Investor’s Edge Discord is the place to be!

Before you go, don’t forget to join our Discord server. Members this week got a first row seat to some great trades and a sneak-peek of our Edge Scoring Dashboard.

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber. Here’s what you’re missing in the Discord:

🗨️ Chat rooms: Connect with fellow investors, swap ideas, and engage in lively discussions about stocks and market trends—all while rubbing virtual elbows with both Mark and Chris.

🚨Trade Alerts: Get exclusive, behind-the-scenes access to our trades as they happen. It's like having a front-row seat to our investment decisions!

Join us on Discord and let's level up our investing game together. The future of trading awaits—and you're invited to be a part of it! 🌟

Thank you for reading this edition of the Mid-Week Wrap-Up.

Until next time investors!

Mark & Chris

The Investor’s Edge

Disclosure

This is not investing advice. It is very important that you do your own research and make investments based on your own personal circumstances, preferences, goals and risk tolerance.