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Good morning investors!

If this is your first time reading, welcome to The Investor’s Edge — a thriving community of more than 15,000 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.

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Market Talk

The market struggled this week as geopolitical tensions weighed on markets, earnings disappointed and the Fed backtracked its previous rate cut forecasts. The tech sector was hit especially hard.

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.

Tensions in the Middle East continue to add uncertainty in the market

Israel conducted missile strikes into Iran late Thursday as a retaliation for Tehran's previous attack on Israel.

Details about the extent of the strikes and potential damage remain limited as both Israel and Iran downplayed the attack, which analysts interpret as an attempt to ease regional tensions. By downplaying the strike, Iran appears to have avoided immediate retaliation it had threatened.

Initially, markets reacted negatively, causing oil prices to spike, but they later stabilized as tensions seemed to be cooling.

Though many are hoping for de-escalation, markets may be underestimating the potential economic and financial ramifications of continued tensions in the region.

Netflix to stop reporting subscriber numbers in 2025

Netflix reported record subscribers in the first quarter, attributing the growth to its global password-sharing crackdown and the introduction of a more affordable advertising tier.

Netflix added 9.3 million subscribers in the first quarter, pushing total memberships to a record 269.6 million, which was well above the 264.2 million Wall Street had expected.

However, Netflix announced it will cease reporting quarterly membership numbers and average revenue per membership starting in the first quarter of 2025. This shift suggests a change in how the company wants investors to evaluate its performance, focusing more on metrics like revenue, operating margin, free cash flow, and viewer engagement time.

Additionally, Netflix hinted at a potential slowdown in subscriber growth, citing lower expected additions in the second quarter due to seasonal trends and the conversion of password sharers into paying customers.

*Note - our full breakdown of the report was sent out in yesterday’s Earnings Recap.

Bitcoin halving - here’s what you need to know

The Bitcoin "halving" occurs approximately every four years and affects the production of bitcoin by reducing the reward given to miners by half. 

Bitcoin miners use specialized computers to solve complicated math puzzles in order to validate a new block on the blockchain. When they complete one of these puzzles, they get a fixed number of bitcoins as a reward. For the past 4 years, this reward was 6.25 Bitcoin; now the reward will be 3.125 Bitcoin.

This event reduces the number of new bitcoins entering the market, contributing to bitcoin's limited supply, a key feature of the cryptocurrency. With over 19.5 million bitcoins already mined out of a total 21 million, scarcity becomes increasingly relevant.

Historically, after each halving, bitcoin's price initially fluctuates but tends to rise significantly over the following year. For instance, following the May 2020 halving, bitcoin's price surged from around $8,602 to nearly $56,705 by May 2021. Bitcoin prices nearly quadrupled a year after July 2016’s halving and shot up by almost 80 times one year out from bitcoin’s first halving in November 2012. 

However, past performance does not guarantee future results, and the impact of the recent halving on bitcoin's price remains to be seen.

IE+ 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.

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 upcoming earnings reports and the number of Fed speeches that could move markets. See the full report here:

Stock Deep Dive - Tesla

Our Deep Dive focused on Tesla this week. We not only broke down the financials of the most valuable automaker in the world but we also shared our valuation models and price targets for 2024. And we unlocked a portion of the post so you can see how how our predictions for Tesla have done in the past 😉

You can see the full analysis here:

Earnings Recap

Every week during earnings season we share a recap of the quarterly reports from stocks that we cover. You can see this week’s earnings recaps here:

The Week Ahead

It’s an action packed week ahead as PCE inflation and earnings take center stage.

Earnings Reports

Next week will be the biggest week of the earnings season, especially for us here at The Investor’s Edge as over 25% of the stocks we cover are scheduled to report. Here is the list of names we will be covering:

• Monday 4/22: Verizon, and Alexandria Real Estate

• Tuesday 4/23: Tesla, Visa, Pepsico, UPS, Lockheed Martin, and General Motors

• Wednesday 4/24: Meta, Qualcomm, IBM, Waste Management, and Chipotle

• Thursday 4/25: Microsoft, Alphabet, Merck, Caterpillar, Intel, Union Pacific, Tractor Supply, and L3Harris

• Friday 4/26: ExxonMobil, AbbVie, and Chevron

Here is the full calendar of scheduled earnings releases:

Economic Reports

Despite the number of economic reports next week, the only report that truly matters is the PCE report. The PCE is the Fed’s preferred metric for inflation and a second wave is the biggest concern for the Fed and investors alike.

There are also several housing reports, the latest PMI and GDP data, as well as a look at consumer sentiment.

Here is the full calendar of events we will be watching:

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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.