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- đ° Maniac Minute: Shopifyâs Sneaky Index Play
đ° Maniac Minute: Shopifyâs Sneaky Index Play
The e-commerce enabler is leaving the NYSE and setting itself up for potential inclusion in the Nasdaq 100. That would mean big inflows from index funds like $QQQ, and Wall Street knows it.
Good morning, Maniacs!
The losing streak is overâstocks just logged their first green week in a month. Itâs not quite time to pop champagne, but at least weâre no longer free-falling.
With the Fedâs latest decision in the books and most earnings in the rearview, investors are shifting focus to the next big catalyst: the April 2nd reciprocal tariff deadline.
Meanwhile, the market is wrestling with a bigger questionâwas the recent pullback just a spring slowdown, or are we inching toward a full-blown recession? Even the gloomiest forecasters put the odds below 50%, but the debate is heating up.
Letâs dive in!

Market Recap đ
After four straight weeks of bleeding, U.S. stocks finally turned green across the board. The S&P 500, Nasdaq, Dow, and even the sleepy olâ Russell 2000 all notched gainsâbreaking the slump just in time for spring.
The Fed held rates steady (no surprise there), but Treasuries kept sliding anyway. The 10-year yield dipped again, raising eyebrows and sparking fresh debates:
Bullish take: Less fear of a U.S. default = greater demand for bonds = lower yields.
Bearish take: Slower growth ahead = greater demand for bonds = lower yields.
Perhaps reality lies somewhere in the middleâŚ
Either way, the bond market doesnât seem too spooked about long-term inflation. Thatâs a signal in itself.
Meanwhile, gold decisively crossed the $3,000 threshold. Shoutout to the 44% of voters who called this in our 2025 Prediction Survey.
Visionaries like Travis B., Lynn F., and John K.âtake your victory laps.
Bitcoin, on the other hand, sat quietly in the corner and did... absolutely nothing. Flat on the week. No drama. No headlines. Who even are you, Bitcoin?
Will gold hit $3,500 by year-end? |

Sponsored
Alexa, Ring, Nest, Apple, RokuâŚ
What do all of these smart home products have in common?
They are must-haves in homes everywhere, and now thereâs one more to add to the listâŚ
Meet RYSE â the revolutionary way to automate your window blinds & shades.
And hereâs why investors are taking notice:
đ $10M+ in revenue and growing 200% year-over-year
đ˘ In 127 Best Buy locations, with Home Depot launching in 2025
đ 10+ patents protecting industry-leading technology
RYSE is on track to be the next big name in smart home automationâand you can invest at $1.90/share before their next wave of expansion.
Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

Winners & Losers đ
It was a week of rebounds and reversals! Boeingâs fortunes took flight, Shopify shook things up for index appeal, and two consumer giants tripped over their own expectations.
Winners
1. Boeing ($BA) â Market Cap: $134.0B (+10.1%)
Boeing finally caught a tailwind. The aerospace giant landed the Pentagonâs next-gen fighter jet contractâbeating out Lockheed Martin ($LMT) and securing a deal estimated north of $50 billion. Trump called Boeingâs F-47, which will replace Lockheedâs F-22, the âmost lethal aircraft ever built.â Markets liked the sound of that.
The win couldnât have come at a better time. After months of safety scandals and a door plug fiasco, Boeing badly needed a narrative shift. CFO Brian West added some fuel, telling investors that cash flow is âoff to a pretty good startâ this year. Cue the rally.
2. Shopify ($SHOP) â Market Cap: $135.2B (+9.9%)
Shopify is trading upâliterally. The e-commerce powerhouse is leaving the NYSE for the Nasdaq, setting itself up for potential inclusion in the Nasdaq 100. That would mean big inflows from index funds like $QQQ, and Wall Street knows it.
Shares also popped after announcing a new AI acquisition, Vantage Discovery, which enhances on-site search and personalization for retailers. Add in 26% YoY revenue growth and a swing to positive operating income, and Shopify isnât just optimizingâitâs accelerating.
Losers
1. Nike ($NKE) â Market Cap: $100.5B (-5.2%)
Nike just⌠isnât doing it anymore. The once-dominant sneaker giant beat earnings estimates but warned of tougher days ahead. Q4 sales are expected to fall in the low double digitsâdragged down by a 17% plunge in China.
CEO Elliott Hill is trying to put sport back at the brandâs core, but Wall Street is focused on the swooshâs fading momentum. Its splashy SKIMS collab and Super Bowl ad targeting female athletes show a pivot in progressâbut investors are still waiting for the innovation engine to kick back into gear.
2. FedEx ($FDX) â Market Cap: $55.2B (-4.9%)
FedEx missed the mark and slashed its full-year profit forecast, blaming weak business demand. Management thinks businesses are in wait-and-see modeâholding back on spending while trade tensions and policy shifts play out.
Revenue is now expected to dip year over year, prompting at least one analyst to slap on a âSellâ rating. Even rival UPS took a hit. For a company built on smooth global trade, there seems to be a lot of turbulence ahead.

SBA Takes Over Student Loans đ
Roughly 45 million Americans owe a combined $1.7 trillion in federal student loans.
On Friday, many of them got a shock: President Trump signed an executive order to dismantle the Department of Educationâthe agency that manages all that debt.
Naturally, borrowers are scrambling for answers. Hereâs what we know so far:
Do I still owe my loans?
Yes. Nothing changes about your repayment termsâat least not yet. Even if the agency closes, the obligation remains.
So whatâs changing, then?
Loan management is being handed off to the Small Business Administration (SBA). However, the SBA is already undergoing staffing cuts of its own. That has raised some concerns about customer service, application processing, and error tracking.
What about forgiveness and income-driven repayment?
The courts already froze Bidenâs SAVE plan, and now other income-based plans are paused for at least three months. Trump also signed an order targeting Public Service Loan Forgiveness, hinting that more restrictions could be coming.
He did clarify that Pell Grants, Title 1, and special education funding will be preserved, but reassigned to other departments.
What should I do right now?
â
Confirm your loan servicer has your correct contact info
â
Keep personal records of every payment
â
Track forgiveness progress yourselfâdonât rely on them to do it
â
Stay alert and proactive: missed updates could cost you
The loan terms arenât changing (yet)âbut the system around them is. In times like these, the best move is to stay organized and maybe... check your student loan login. Just in case.

Worth The Read đ
đ 30 charts show how COVID changed everything, from the âGreat Resignationâ to alcohol sales, crime trends, and even used car prices.
đ§ Small tech stocks are making noise as investors tire of the Magnificent 7. One expert thinks weâre entering a new renaissanceâif you know where to look.
đ Commerce Secretary Lutnick says Trump's tariffs are "worth it," even if they trigger a recession.
đ Nvidiaâs CEO says $300B+ is coming, as the company plans to manufacture in the U.S. at scale to dodge geopolitical risk and future tariffs.
đ The best cities for jobs and cheap housing might not be where you expectâthree of the top five are in Alabama.
đ Only seven countries meet WHO air quality guidelines. A new report finds nearly every country on Earth has dirtier air than doctors recommend breathing.

The Week Ahead đ
Itâs a week for tea leaf reading! Weâll see if durable goods orders hold up under tariff pressure, whether consumers are feeling confident, and if the Fedâs preferred inflation reading (Core PCE) continues to cool off. With so much in flux, every stat has the potential to stir things up.
Monday
Earnings from Oklo
Tuesday
Earnings from McCormick and GameStop
January Case-Shiller Home Price Index (est. 4.4%)
March Consumer Confidence (est. 95.0)
Wednesday
Earnings from Cintas, Paychex, Dollar Tree, and Chewy
February Durable Goods Orders (est. -0.7%)
Thursday
Earnings from Lululemon and Walgreens
Q4 GDP Growth Rate (final est. 2.3%)
Friday
February PCE Index (est. 0.3% MoM, 2.5% YoY)
February Core PCE Index (est. 0.3% MoM, 2.7% YoY)
February Personal Income (est. 0.4%)
February Personal Spending (est. 0.6%)

Thatâs a wrap! See you next Monday with all the market insights and money tips you need to stay ahead.
Keep stacking,
The Money Maniac đ¸
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