Morning Brew Daily Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address
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Feb 25, 2026 Recap of a record‑length State of the Union with a heavy focus on the economy. Investors shift from software to “HALO” trades like utilities, energy and mining. A new weather app from the Dark Sky creators upends native forecasts. Reflection on Survivor’s return and its lasting impact on reality TV.
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Trump Centered SOTU On Booming Economy
- Trump framed the State of the Union around a booming economy to appeal to voters focused on economic issues.
- He emphasized lower mortgage rates, cheaper gas, and stock gains while largely avoiding new affordability policies, per Neil Freeman and Toby Howell.
Trump Pitched A Federal 401k Alternative
- Trump proposed a government-backed 401(k)-style program by executive order for workers without employer plans.
- Neil notes an existing Biden-era plan takes effect next year, and it's unclear how Trump's would differ beyond his claim.
Prediction Markets Made SOTU A Live Betting Event
- Prediction markets turned the State of the Union into a betting event, with Kalshi taking $22 million on word and length wagers.
- Toby Howell and Neil raised insider-trading concerns because insiders might know speech content and duration.