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1. On DeepSeek News/AI Sell-Off Day…Retail Investors Bought $562M in NVDA Stock

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2. Canadian Currency Weakness Offsetting Any Tariffs? Chart of Canadian Dollar vs. U.S. Dollar Straight Down

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3. Trudeau Post After 30-Day Delay Announced

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4. Mexican Peso Weakness Offsetting Tariffs….Peso vs. U.S. Dollar Straight Down

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5. 80% of Mexican Exports Go to U.S…Mexican Stock Market Down -30% Before Tariffs

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6. U.S. Exports to Mexico Mostly to Texas

The United States and Mexico trade over $800 billion annually in goods (nearly $300 billion just from the top six exporting states, as shown in the graph above). More than one million US jobs are tied to cross-border commerce and over five million US jobs depend on commerce with Mexico, all intertwined in a highly diversified supply chain that keeps everything from cars to avocados flowing.

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7. Goldman Global Clients Bullish on U.S….Much Higher than Recent History

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8. Who Owns the Cloud?

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9. SuperBowl Tickets Down -30 to 50%

Via CNN: The Kansas City Chiefs might make history this weekend, but ticket prices aren’t reflecting that.

The cheapest ticket for Super Bowl LIX in New Orleans has fallen below $4,000 on the secondary market, according to reseller TickPick, marking a 30% decline over the past week — and more than 50% cheaper compared to last year’s record-breaking Super Bowl.

The Chiefs, who face the Philadelphia Eagles on Sunday, are hoping to be the first team to win three successive Super Bowl rings. Despite that historic feat on the line, fans apparently aren’t excited to splash out big bucks.

There are a few potential reasons related to this year’s host city — and perhaps a slight dose of Chiefs fatigue.

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10. Tiny Thoughts from Farnam Street

Consistency compounds while occasional brilliance fades.

You don't need more time. You need more focus.

Time isn't the constraint. Your choices are.

Great outcomes aren't built on great days, but on consistent ones.

You can't just count the days when it's easy. Each day moves you closer to the goal. No day is a hero; no day is a villain.

Perfect days don't compound. Consistent ones do.

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