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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 weekend we publish “The Weekly 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.

Grab your coffee and let’s dive in.

Edge Announcements

🚨 MEETING REMINDER 🚨

Today, 3/15, is the Monthly Meeting exclusively for Edge+ members. The meeting will be hosted by Mark at 10 AM EST.

Here's what we will be covering

• A deep dive into Mark's personal portfolio, recent moves, and his top 10 individual holdings 

• Exclusive insights into the stocks we’re watching closely, complete with Edge scores and analysis

• A breakdown of the most intriguing charts we’ve seen recently

• PLUS, a live, interactive Q&A to get your burning questions answered

🚨 PRICE ADJUSTMENT COMING 🚨

For a few years now, we have been working diligently to build a community of retail investors with ONE goal in mind, building wealth together. We have been enhancing our content and offerings through The Stock Investor's Edge along the way, all with the focus remaining on you the subscriber.

With that being said, along the way we have pushed more and more content and added offerings all while keeping prices unchanged. However, because we are looking to continue to roll out further enhanced offerings in 2025 and beyond, we will be doing our FIRST price hike as of 11:59pm on April 1.

If you want to lock in the CURRENT rate, those of you on the monthly subscription can upgrade to the ANNUAL subscription which will not only save on your monthly, but also will give you current pricing for the next 12 months.

New Pricing:

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As always, we thank you for your continued support and we appreciate this community more than you know.

Market Talk

All three major indexes finished the week in the red despite Friday’s strong rally.

3 Stories Moving the Market

These are some of the biggest stories from the second half of the week that had an influence on market action.

Consumer sentiment slumps in March to lowest since 2022 as Trump tariffs spark more inflation worries

Consumer sentiment dropped sharply in March, falling 10.5% from February to 57.9 — the lowest since November 2022 — as inflation concerns and a weakening stock market weighed on confidence, according to the University of Michigan’s latest survey.

The decline was worse than expected and marks a 27.1% drop from a year ago. While current conditions dipped slightly (–3.3%), the expectations index plunged 15.3% month-over-month and 30% year-over-year, reflecting growing pessimism about the future.

Inflation fears intensified following new tariffs imposed by President Trump, including duties on aluminum, steel, and threats of 200% tariffs on EU liquor. Consumers now expect 4.9% inflation over the next year — the highest since November 2022 — and 3.9% over five years, the highest since 1993.

Despite the weak sentiment data, markets remained stable, with stocks holding gains and Treasury yields rising.

U.S. stock market loses $5 trillion in value in three weeks

The S&P 500 has dropped 10% from its February 19th record high, wiping out approximately $5.28 trillion in market value in just three weeks, falling from $52.06 trillion to $46.78 trillion.

This swift correction has been driven by a combination of escalating trade tensions under President Trump, weakening economic signals like soft consumer sentiment and cautious retail outlooks, and a pullback in AI-related stocks.

High-flying names like Nvidia have fallen sharply, contributing to an unwind of the growth trade.

Valuation concerns persist, with the S&P 500 still trading at 24.1x trailing earnings — well above its historical average.

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Dollar General CEO warns consumers are cash-strapped, and says 2025 won’t be better

Dollar General CEO Todd Vasos said inflation continues to strain its core low-income customers, many of whom are now forced to spend only on basic essentials — and sometimes not even those.

He warned that the macroeconomic environment isn’t expected to improve in 2025, with persistent inflation and potential new tariffs under President Trump adding to uncertainty.

Despite this, Vasos noted that customers are adapting and becoming more budget-conscious. The company is monitoring risks like possible changes to tariffs and government aid programs.

For Q4, same-store sales rose 1.2%, entirely driven by higher average transaction values, while customer traffic declined 1.1%.

Dollar General also announced plans to close 141 underperforming stores, including 45 Popshelf locations that serve more affluent shoppers.

*Note - our full breakdown of this reports, as well as several others, was sent out in Friday’s Earnings Recap.

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.

• Trump threatens to put 200% tariff on French Champagne and other EU spirits

• Chuck Schumer says he won’t block Republican funding bill amid Democratic divisions over shutdown strategy

• Intel appoints Lip-Bu Tan as CEO, stock surges

• Adobe shares drop 14% as concerns about AI growth overshadow better-than-expected results

• Wholesale price measure was flat in February, compared with expected increase

• PepsiCo nearing more than $1.5 billion deal for soda brand Poppi

• Shares of DocuSign surge 14% on strong earnings, AI boost

• Gold surges above $3,000 for the first time as investors seek a haven from Trump tariffs

• American Airlines flight catches fire at Denver airport

• BMW posts 37% drop in annual net profit, warns of ‘subdued’ Chinese demand

• Ulta issues weak guidance, citing consumer uncertainty, rising competition and company missteps

• Peloton Stock Rises as Analyst Says It's at a 'Turning Point'

Edge+ Posts of the Week

We continue to push out more and more content every week to give investors that edge. Here are the posts Investor’s Edge+ subscribers received this week.

The Edge Report

Mondays are for the investors. Every Monday morning we share exactly what we’re watching in the week ahead, how we’re positioning, and even share a sneak peek into our systems and models. This week we discussed the volatility we are seeing in markets, the impacts of tariffs, and the upcoming inflation reports. See the latest full report here:

Portfolio Update - March

Every month we share a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month. You can see both of our portfolios here and see what moves we made in February:

Stock Deep Dive - Taiwan Semiconductor

Our Deep Dive focused on Taiwan Semi this week. We not only broke down the financials of one of the largest chip companies in the world, but we also shared our valuation models, price targets for 2025, and put the stock through our Edge Scoring System. You can see the full analysis here:

Earnings Recap

Every week during earnings season is extremely busy for us here at the Edge as we dive into over 100 reports and provide our members with top tier breakdowns and insights. This week we saw earnings from Oracle, Adobe, Dollar General, and more. See this week’s recap:

The Week Ahead

Earnings season carries on with several major companies reporting, while the housing market is in focus on the economy side.

Earnings Reports

It’s a quiet week on the earnings front but there are still 3 major reports we want to watch. Here is the list of names we will be covering:

• Monday 3/17: --

• Tuesday 3/18: --

• Wednesday 3/19: --

• Thursday 3/20: Micron, Nike, and FedEx

• Friday 3/21: --

Here is the full calendar of scheduled earnings releases:

Economic Reports

Next week’s focus will be the latest interest rate decision from the Fed as well as any insights the Fed shares regarding the future of rates.

We also get initial jobless claims, retail sales, and several housing reports for a full week of data.

The Investor’s Edge Discord is a HUGE benefit of being a subscriber - don’t miss out, it’s FREE!

If you are only reading the newsletter, you are only getting a fraction of the benefits of being an Edge subscriber.

Our Discord server is tailor-made for investors like you who want to dive deeper into stocks, share insights, and engage directly with us. And it’s completely free!

Here’s what you’re missing in the Discord:

🗨️ Chat rooms: Investors discussed the the huge moves from mega cap tech. Members also dove into the number of jobs reports and shared their views on the overall economy.

📊 Earnings / Economic reports: No more waiting for our newsletters to hit your inboxes - see earnings results and economic data as they are released. And more importantly, get our reactions and insights immediately.

🚨 Trade Alerts: Chris and Mark shared several trades, including additions to the portfolio and trades that set up their portfolios for the week.

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! 🌟

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Thank you for reading this edition of the Weekly Wrap-Up. Have a great weekend!

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.