Inflation in February is softer than forecasted… the most recent on the commerce conflict… final name for Louis Navellier’s occasion tomorrow… rising alternatives on this selloff
This morning, rattled traders lastly obtained excellent news when February’s Client Worth Index (CPI) got here in beneath expectations.
Costs rose 0.2% on the month, placing the year-over-year fee at 2.8%. Dow Jones economists had forecasted 0.3% month-to-month and a pair of.9% yearly development.
Core inflation, which strips out risky meals and power costs, additionally got here in mushy. The month-to-month determine rose 0.2%, placing the yearly climb at 3.1%. This was beneath forecasts of 0.3% and three.2%, respectively.
Digging into the main points, shelter prices stay the largest driver of inflation. They jumped 0.3% in January, liable for about half of the month-to-month CPI enhance (bear in mind, “shelter” is greater than one-third of the full CPI).
Wall Road is respiration a sigh of reduction. The rising concern of late has been “stagflation,” however this morning’s numbers ease these issues.
Nonetheless, the info don’t embody a lot of what’s occurred in current weeks with tariffs – to not point out no matter tariffs are on the way in which. So, whereas we’ll take this morning’s win, we stay cautious.
Talking of tariffs and “no matter tariffs are on the way in which”…
As reported in Tuesday’s Digest, yesterday, President Trump ordered tariffs on Canadian metal and aluminum to be elevated one other 25%, taking the complete responsibility to 50%.
Per Trump, this was retaliatory in response to Ontario putting a 25% tariff on electrical energy coming into the US.
However after Ontario Premier Doug Ford had “productive” talks with U.S. Commerce Secretary Howard Lutnick yesterday afternoon, Ford backed down on the 25% surcharge. In response, Trump eliminated his ordered 25% tariff enhance.
The tariff reduction was short-lived…
Whereas electrical energy tariffs are off the desk for the second, this morning, we realized that Canada will impose a 25% tariff on greater than $20 billion price of U.S. items.
Right here’s CNBC:
The brand new tariffs cowl metal and aluminum, in addition to different U.S. items together with computer systems, sports activities gear and forged iron merchandise, Canadian Finance Minister Dominic LeBlanc mentioned at a press convention.
They’ll take impact Thursday, LeBlanc mentioned.
The brand new Canadian duties are on prime of the 25% counter-tariffs that Ottawa slapped on $30 billion price of U.S. items on March 4, in response to President Donald Trump’s imposition of broad-based tariffs on Canadian imports.
In the meantime, the European Union (EU) is getting in on the tariff motion.
From The Wall Road Journal:
The EU mentioned it plans 50% tariffs on imports of American whiskey, bikes and motorboats beginning April 1, hitting a few of America’s best-known merchandise together with Kentucky bourbon and Harley-Davidson bikes…
A second set of EU levies is because of take impact in mid-April.
An preliminary record of products ranges from American chewing gum to poultry, beef, white chocolate, soybeans, carpets and watermelons…
The bloc’s tariffs can even goal U.S. metal and aluminum merchandise.
And so, the commerce conflict continues…
Switching gears, it’s final name for tomorrow’s “The Subsequent 50X NVIDIA Name” from legendary investor Louis Navellier
Candidly, Louis’ occasion might be a big moneymaker for you.
I’ll present your entire backstory momentarily, however right here’s my fast logic…
Historical past exhibits that partnerships with AI-chip big Nvidia (NVDA) will be extremely profitable for traders who personal the smaller inventory that companions with NVIDIA.
Generally, the good points are good however not life-changing.
For instance, autonomous driving software program firm Aurora Innovation (AUR) jumped 35% instantly after saying its partnership with Nvidia.
(Disclosure: I personal AUR.)
Different occasions, the partnerships lead to what I’ll name “nice trip” returns.
For instance, Nvidia’s funding in Utilized Digital (APLD) led to a 100%+ enhance. And after SoundHound AI (SOUN) partnered with Nvidia, its inventory value practically tripled.
However on sure events, the partnerships produce life-changing wealth.
Quanta Providers (PWR) surged 1,000% following its Nvidia deal. And Tremendous Micro Pc (SMCI) shot up 2,460% after the 2 corporations acquired into mattress.
Backside line: A partnership with NVIDIA could be a large deal.
With that context, right here’s Louis:
I’ve discovered a inventory that might be subsequent in line.
It’s a tiny firm that already has contracts with Nvidia, Amazon (AMZN), Microsoft (MSFT), and even NASA…
If Nvidia makes a serious announcement at Q-Day, this firm will play a key position – and it might see explosive good points because of this.
In actual fact, it might create a 50X revenue alternative.
In that case, that may flip a $10,000 funding right into a $500,000 windfall.
Backing as much as fill within the particulars…
When you’re new to the Digest, one week from tomorrow, Nvidia will maintain the primary ever “Quantum Day” at their annual AI Convention, or what Louis is looking “Q-Day.”
It’s going to carry collectively trade leaders, builders, and companions to discover the way forward for quantum computing.
To verify we’re all on the identical web page, quantum computing is a gargantuan technological step ahead the place we’ll leverage the ideas of quantum mechanics to course of data exponentially quicker than classical computer systems.
Quantum computer systems might be thousands and thousands of occasions quicker than probably the most superior supercomputers that our scientists and authorities use at this time.
As highlighted earlier, Louis believes that Nvidia will announce a giant transfer into quantum computing one week from tomorrow. In that case, (and particularly if we get phrase of the partnership that Louis anticipates), then this small-cap inventory goes to maneuver.
The query is just: “How a lot?”
Louis simply put 50X on the desk. However for extra particulars on that forecast, in addition to a deeper dive into quantum computing, Nvidia, and this potential partnership, be part of Louis tomorrow at 1 p.m. Jap.
That is your final likelihood to be part of the occasion. For a one-click instant registration, click here and we’ll get you the attendance details.
Right here’s Louis with our remaining phrase on the subject at this time:
My prediction is that Nvidia will work out a option to marry AI with quantum computing in a means nobody has ever completed earlier than. We’re speaking about the potential of a brand new technological breakthrough that would have an effect on industries price a mixed $46 trillion.
However when you actually need to make large good points, it’s important to begin wanting on the “pure play” quantum corporations that Nvidia and different Large Tech corporations are partnering with.
Right here’s the factor – Wall Road hasn’t caught on but [to this potential partnership Louis believes is coming].
So, I’m telling of us about it earlier than Nvidia’s Q-Day on March 20.
My purpose for this briefing is to get you AHEAD of the gang… AHEAD of the information retailers…
You can reserve your spot instantly by clicking here.
Shifting gears, amid the current promoting stress, bear in mind to search for alternatives
From investor, philanthropist, and former U.S. Ambassador to Switzerland Shelby Cullom Davis:
You make most of your cash in a bear market, you simply don’t understand it on the time.
Although we’re not in a bear market, it’s felt that means just lately.
The way you deal with such an atmosphere is what separates on a regular basis traders from opportunistic traders. And proper now, we’re seeing rising alternatives.
For instance, yesterday introduced this headline from CNBC:
Microsoft is open to utilizing pure fuel to energy AI knowledge facilities to maintain up with demand
Pure fuel has been on Louis’ radar for months. He’s been zeroing in on the way it will energy the explosion of AI knowledge facilities we’ll see this decade:
Trump 2.0 will slash rules and dismantle roadblocks to growth on an unprecedented scale.
As soon as that occurs, count on to see a large buildout of knowledge facilities, electrical infrastructure, nuclear amenities, pure fuel vegetation and no matter else Large Tech must fast-track the AI Increase…
And traders who keep centered on fundamentals – like accelerating earnings and gross sales development – and don’t get distracted or react to each headline, will prosper.
Pure fuel has been roaring just lately, regardless of this market correction.
For instance, the U.S. Pure Fuel Fund (UNG), is up nearly 30% in 2025 whereas the S&P 500 has misplaced practically 6%.
Supply: TradingView
And many top-tier natural gas plays are up on the year while the S&P has fallen into the red.
This recalls the essay from InvestorPlace’s CEO Brian Hunt that we shared yesterday. In it, Brian urged readers to refocus on what issues throughout occasions of heightened market turbulence.
Learn the excerpt beneath by means of the lens of the current market selloff occurring on the similar time that billions of {dollars} are flowing towards AI – and choose pure fuel performs that can energy it:
When the inventory market goes by means of a giant drop and your portfolio’s worth goes decrease and decrease, it may be troublesome to know what to do.
It’s an emotional time and errors are widespread once we are feeling stress…
Throughout inventory market corrections, I ask you to concentrate on what actually issues: progress, transformational trade developments, creating worth for others, and innovation.
Our current inventory market pullback is irrelevant on the subject of AI technological developments… how we’ll energy that know-how… and the eventual return potential of top-tier shares on the forefront of this development.
Truly, that’s not true.
At the moment’s correction is related in that it’s making entry costs decrease.
Now, it’s vital to be clear…
I’m not saying every part available in the market is a “Purchase” at this time. However I’m saying that this diploma of selloff deserves our consideration.
Fairly than anxiously sticking our heads within the sand, let’s actively search for shopping for alternatives
Market analyst Cullen Roche has a fantastic, associated quote:
The inventory market is the one market the place issues go on sale and all the purchasers run out of the shop.
Some sturdy shares are promoting for costs that I think we’d like to have taken benefit of some months/years from now when wanting within the rearview mirror.
It’s a very good time to recall Warren Buffett’s recommendation in his 2017 letter to shareholders.
Buffett wrote that “there may be merely no telling how far shares can fall in a brief interval,” but when the market ought to preserve falling, then traders ought to “heed these strains.” He then quoted Rudyard Kipling’s poem “If”:
When you can preserve your head when all about you might be shedding theirs… When you can wait and never be drained by ready… When you can assume — and never make ideas your purpose… When you can belief your self when all males doubt you… Yours is the Earth and every part that’s in it.
Good to recollect.
Remaining reminder – we’re lower than 24 hours from Louis’ occasion tomorrow. Click here to instantly save your spot.
Have a very good night,
Jeff Remsburg
