#49 - Burst Your Bubble

Author

Graham Schroeder
March 14, 2025

In partnership with

Your home base for investing, finance, personal growth.

This week the market was rattled by additional tariff news, why LNG production can provide positive and negative effects on our country, and why you should burst your stress bubble before you start every day.

Alexa, Ring, Nest, Apple, Roku…

What do all of these smart home products have in common?

They are must-haves in homes everywhere, and now there’s one more to add to the list…

Meet RYSE – the revolutionary way to automate your window blinds & shades.

And here’s why investors are taking notice:

📈 $10M+ in revenue and growing 200% year-over-year
🏢 In 127 Best Buy locations, with Home Depot launching in 2025
🔒 10+ patents protecting industry-leading technology

RYSE is on track to be the next big name in smart home automation—and 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.

Market Recap

  • U.S. Expands Metal Tariffs to Include Derivative Products

    • President Trump and the U.S. has broadened its 25% tariffs on steel and aluminum imports to encompass manufactured goods that are made from raw materials like steel and aluminum.

    • Higher input costs for businesses relying on imported metals could lead to price hikes, reduced competitiveness, and potential job losses in industries dependent on these materials.

    • The announcement has contributed to volatility in financial markets, reflecting investor concerns about potential disruptions to global trade and economic growth. Retaliatory tariffs from trade partners like Canada and the EU could continue to escalate trade wars, disrupt supply chains, and create volatility in financial markets as you may have already noticed this month.

  • Rocket Companies to Acquire Redfin in $1.75 Billion Deal

    • Rocket Companies, a leading mortgage lender, has agreed to acquire online real estate brokerage Redfin in an all-stock transaction valued at $1.75 billion. ​

    • The merger aims to combine Redfin's extensive home search platform and network of over 2,200 agents with Rocket's mortgage services, creating a seamless, tech-driven homebuying experience. ​

    • The deal is expected to generate over $200 million in annual cost savings and revenue synergies by 2027, enhancing Rocket's market share in the home purchase mortgage sector.

  • U.S. LNG Market Faces Potential Oversupply Amid Expansion Efforts

    • By 2040, the global liquefied natural gas (LNG) market is expected to expand by 60%, with the United States and Qatar leading the increase in supply.

    • Analysts anticipate that the rapid expansion of LNG production could lead to an oversupplied market by 2027, potentially resulting in lower prices and reduced profitability for producers.

    • An oversupplied LNG market can lead to reduced natural gas prices, benefiting consumers and industries reliant on affordable energy. This decrease in energy costs can stimulate economic activity and lower production expenses for various sectors.

Freedom Fund Portfolio

This week the S&P 500 and NASDAQ ticked down roughly 4% amid additional tariff news and market uncertainty. Since the beginning of the month the public portfolio has dropped almost 8% in value. Primarily due to the fact that 30% of my holdings are based in technology companies (portfolios weighted in tech tend to get hit hard when markets drop) and a lot of our index based funds/ETFs are heavily weighted in tech. If you are a short term trader I am sure your emotions are running high this week but other than the government creating instability in our global markets what has fundamentally changed about the majority of the companies we invest in? Not a whole lot. Even if 2025 is a bumpy ride like 2022, continue to realize your horizon is not tomorrow and there are some great deals out there today you can be capitalizing on.

Freedom Fund Background: I created the Freedom Fund as a public brokerage account back in October of 2022 to share that anyone with a social security # and a bank account can begin their investing journey by investing a couple hundred dollars a week. Every week and month I post on X (@GrahamInvesting) public updates about the purchases, exits, dividends, and growth of the fund if you want to follow in real time. The biggest obstacle people have to investing is just getting started so I decided to start a new account at $0 to start from nothing with you.

Quote of the Week

As most of us live life within the work world we tend to get stuck in our routines of the jobs we possess and can tend to fall into holding onto past stresses that can keep you mentally and emotionally stuck. Holding on to past stress in your life or past problems can ultimately preventing you from creating a new reality. It can create a bubble around you every day and forces you to hold in the past experiences that challenged you and not allow you to see outside of the bubble. If you remain mentally and emotionally trapped in your current struggles, you won’t be able to envision or create a different future.

Going through stress in life is healthy for growth. I think the biggest message to take from this quote is that you can’t hold on to the emotions or fixed mindset you created from the challenges you overcame. I think as humans we tend to hold onto our stresses over days, weeks, months until we ultimately burn out. Just because you felt stress last week and encountered/overcame a problem in your life does not mean you should carry over those stressors into the problems you face today.

All of you owe it to your future self to detach from the emotions tied to past experiences and stop defining yourself by them. Shift your mindset to image and connect with the future you desire. One where stress and pain can no longer control you. The future already exists, begin to make choices that align with it.

The purpose of this newsletter is to encourage you and our other 85 Gazette subscribers to start and stay consistent with your personal, professional, and financial journey.

Thanks for investing your time reading this.

Disclaimer: Graham’s Gazette provides information and resources related to investing, financial topics, and personal growth for educational and entertainment purposes only. The content presented is not intended to be construed as financial advice. Readers are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. Graham’s Gazette and its creators do not assume any responsibility for the accuracy or completeness of the information provided nor do they guarantee any specific results from such use of information.