1. Year-Three Bull Market
Bespoke
2. 10% Correction vs. Recession
The Irrelevant Investor
3. Europe 2025 Stock Rally—Euro Growth Stock ETF Never Made New Highs
StockCharts
4. Biotech Stock Bear Market…XBI -25% from Highs…Flat Return on 5-Year Basis
StockCharts
5. Charted: How Nvidia Makes Its $131 Billion in Revenue
Visual Capitalist
6. Reddit -57% High to Low…High Beta Stocks Huge Corrections
StockCharts
7. ETF frenzy hits fever pitch with 1,000 new launches forecast for 2025
Via Investment News: After breathtaking first quarter burst of 230 new products, industry experts are starting to see a thousand-launch year ahead driven by advisors and retail investors. This year’s whiplash headlines and thrashing in equity markets have done little to slow down the ETF industry.
While tariff and economic news have commanded investor attention, exchange-traded funds issuers have kept busy: they’ve churned out more than 230 new products in the US, a record for a first quarter in data going back to 2015. In comparison, the first three months of 2024 — a year which ended up seeing both a record 700-plus launches and more than $1 trillion in fund inflows — saw 174 brand-new ETFs, data compiled by Bloomberg show.
Issuers, including a growing number of asset-managers or even research shops that are debuting products for the first time, are seeing opportunities in a space that’s been attracting massive amounts of cash from institutional and retail investors alike, mostly at the expense of mutual funds. If the breakneck speed of more than 75 new ETFs on average coming to market every month continues, over 900 new ETF products could debut this year. Some industry participants say that number could go even higher.
To Amrita Nandakumar, president of ETF sub-adviser Vident Asset Management — whose clients have debuted funds in recent days — it’s possible 1,000 new products launch this year.
8. Defense Spending by Country
ZeroHedge
9. U.S. Vehicle Sales by Country of Origin
Food for Thought: US vehicle sales by country of manufacture:
The Daily Shot
10. The Psychology of Motivation
Via Addicted2Success: No matter how worn out you might feel right now, a few small changes can give your motivation a serious boost. Below is a short list of motivation tips and ideas you can try. Pick what sounds doable and see how it goes. Little steps often have a bigger impact than you’d expect.
Create a “Daily Win” Ritual – Doesn’t matter if it’s writing down a quick list of accomplishments or celebrating a small triumph with a high-five in the mirror, acknowledging your wins keeps your spirit lifted. Even something as simple as completing your laundry or finishing a single work email counts. So count it!
Make Mornings Count – Establish a steady morning routine that gets you into gear. Maybe it’s two minutes of gentle stretching, a quick journal entry about your intentions for the day, or a little moment of positive thinking before your shower. A good start sets the tone for everything else.
Use “Odd Moments” Wisely – Try to maximize random moments—like waiting for your coffee to brew or standing in a line—by reviewing mini-goals or reminding yourself of something you’re aiming for. This helps keep your brain engaged with your goal setting plan.
Rotate Your Rewards – Similar to how you might switch playlists to stay interested, change up your rewards to keep them fresh. Maybe treat yourself to a healthy snack one day and allow yourself an extra 15-minute break the next time you hit a milestone.
Lean on Productivity Apps – Digital tools can be lifesavers. It might be a scheduling app, a note-taking system, or an AI program that helps you plan tasks. You can even ask AI for ideas on making your day more productive. The key is to pick tools that fit your style instead of complicating your routine.
Build an Encouraging Network – Surround yourself with people who uplift your spirits. This can mean positive co-workers, motivational podcasts, or even online communities that share helpful advice. Seeing others’ commitment to self discipline often encourages you to stay true to your own goals.
Keep Tracking Progress – Regularly check how far you’ve come. This doesn’t need to be an elaborate spreadsheet—just a quick note of tasks completed or personal milestones reached. Watching your progress can keep your drive alive, especially on days when you doubt yourself.
Space Out Your Responsibilities – Give yourself mini-breaks between tasks to reduce the chance of burnout. Go for a short walk, stretch your legs, or sip some water while gazing out a window. These micro-pauses clear your mind and get you ready for the next challenge.