Weekly Update March 31-April 4

Macro, TSLA, TMDX, and another watchlist co

Let’s get right into it!

Quick Macro

Everyone and anyone is talking about macro. Tariffs are at the forefront of everyone’s mind. It’s not just the tariffs but the odds of a recession increase meaningfully as US consumption may slow down. So I think it is best to prepare like one could happen. Tesla is definitely the most vulnerable here. Axon may see som…