Welcome Back,
Hi there
Good morning! In today’s issue, we’ll dig into the all of the latest moves and highlight what they mean for you right now. Along the way, you’ll find insights you can put to work immediately
— Ryan Rincon, Founder at The Wealth Wagon Inc.
Stock Market Update
A constructive, low-drama day overall.
Indexes:
Dow +1.18% (cyclicals bid)
S&P 500 +0.21%
Nasdaq −0.25% (mega-cap growth soft)
Russell 2000 +0.11% (small caps green)
VIX −1.82% (vol cooled)
Notables from the tape (today’s board):
Intel (INTC) +2.4% and Micron (MU) flat → semis mixed; NVIDIA (NVDA) ~flat.
Visa (V) +1.2%, JPM +0.3% → steady financials.
Walmart (WMT) +1.0% and Coke (KO) +2.2% → defensives/consumer staples caught a bid.
Oracle (ORCL) −1.9%, Tesla (TSLA) −1.3%, Meta (META) −0.7% → mega-cap growth lagged.
Ether proxy on the board (ETH/USD) +4.4%—crypto-equity link stayed lively.
Takeaway: Broad market up with cyclical & quality defensive leadership, while high-beta tech cooled.
Crypto Update
Mixed chop with a slight risk-on tilt under the surface.
BTC ~$103.9K (≈ +0.5% d/d; +2.7% w/w)
ETH ~$3.46K (flat to +0.2% d/d; +4.3% w/w)
SOL ~$163 (flat d/d; +4.7% w/w)
XRP ~$2.33 (+0.7% d/d; +5.3% w/w)
BNB ~$993 (+0.25% d/d; +4.2% w/w)
Pulse: Dominance stable, alts firmed a bit on the week while majors held key supports. Near term looks like range trading—momentum favors selective alt rotations while BTC/ETH base.
PRESENTED BY MASTERWORKS
Crash Expert: “This Looks Like 1929” → 70,000 Hedging Here
Mark Spitznagel, who made $1B in a single day during the 2015 flash crash, warns markets are mimicking 1929. Yeah, just another oracle spouting gloom and doom, right?
Vanguard and Goldman Sachs forecast just 5% and 3% annual S&P returns respectively for the next decade (2024-2034).
Bonds? Not much better.
Enough warning signals—what’s something investors can actually do to diversify this week?
Almost no one knows this, but postwar and contemporary art appreciated 11.2% annually with near-zero correlation to equities from 1995–2024, according to Masterworks Data.
And sure… billionaires like Bezos and Gates can make headlines at auction, but what about the rest of us?
Masterworks makes it possible to invest in legendary artworks by Banksy, Basquiat, Picasso, and more – without spending millions.
23 exits. Net annualized returns like 17.6%, 17.8%, and 21.5%. $1.2 billion invested.
Shares in new offerings can sell quickly but…
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Real Estate Update
What we’re watching: financing costs, data-center/industrial leasing, and late-cycle multifamily supply.
Tip of the day:
If you’re indexing with REITs, favor operators with shorter lease durations & pricing power (e.g., self-storage, select industrial)—they can reprice faster if inflation/rates wiggle.
For direct deals, underwrite with a refi at +100–150 bps to your entry debt rate. If the deal still pencils, you’ve got cushion.
Resource Update
Energy: firm across the curve.
WTI $61.04 (+1.5%), Brent $65.12 (+1.6%)
Nat Gas $4.57 (+5.2%)
RBOB Gasoline +2.1%, Heating Oil +2.6%
Metals: mostly higher into the close.
Gold $4,144.70 (+0.27%), Silver $51.48 (+1.41%)
Platinum $1,597 (≈+0.03%), Palladium $1,485 (+2.41%)
Read: Classic “growth + hedges” day—energy rallied with cyclicals while gold still held a bid as insurance.
That’s All For Today
I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another great post. I hope to see you. 🤙
— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.
Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.
