Thousands, and then millions, of American small businesses, including many iconic brands, will go bankrupt this year if the tariff policies on China  don’t change.

🧵

— Ryan Petersen (@typesfast)
3:25 PM • Apr 17, 2025

Many truckers I've spoken with don't realize how quickly container volumes have collapsed.

Starting in May, port freight out of California will be almost eliminated.

Its going to be a bloodbath in dray, followed by intermodal, and then a collapse in I-20 & I-40 trucking.

— Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley)
1:04 AM • Apr 18, 2025

The S&P 500 is underperforming the MSCI All Country World Ex-US Index by the most in 32 years. Via ⁦@DavidInglesTV⁩

— Lisa Abramowicz (@lisaabramowicz1)
11:42 PM • Apr 21, 2025

We can hedge if we want to.. Our 'Safety Dance Index' (flows into gold, treasuries and low vol stocks) is showing one of its highest readings in April.. first real sign of nerves in ETFs flows. That said, VOO & Co still hauling in the cash = I think ppl DCA-ing but also adding

— Eric Balchunas (@EricBalchunas)
12:05 PM • Apr 21, 2025

Bitcoin is NASDAQ denominated in a basket of global currencies, not USD, and USD is collapsing

— Benn Eifert 🥷🏴‍☠️ (@bennpeifert)
10:53 AM • Apr 21, 2025