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Hello there.
Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of policy from the past week. Every Wednesday, we’ll wrap up finance, and every Friday, we’ll take on tech.
This week, we’ve got…
🤑 Stimulus Checks Part 2.0
⚡️ The Policy Pulse
🗽 Will NYC See a Millionaire Exodus?
₿ The Coin Toss
😆 Meme of the Week
🏛 Political Portfolio Spotlight: Sen. Shelley Moore Capito (R-WV)
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🤑 Stimmy Checks Are Back Baby (Gov Shutdown Over?)
Yesterday, President Trump announced that the government will be sending a cool $2,000 to (non-high-earning) Americans as a “tariff dividend” check. That one post to Trump’s social media platform Truth Social was all it took to reverse the course of the entire crypto market from red to green immediately. The stock market will likely follow suit today as markets open. Remember what happened in 2020 and 2021 when stimmies dropped into people’s bank accounts? The stock market when BERSKERK.
Well, that wasn’t the only positive news: the government shutdown is likely almost over, too. Apparently, the senate just passed a deal that would end the shutdown if it goes through. We’re optimistic that it will actually happen, and stock and crypto markets are obviously optimistic too.
The takeaway here is that the White House seems bent on not allowing the stock market to go down for more than one week, much less to have a full on correction or recession. It’s just a matter of time before Trump unleashes stage two of his plan: A reality TV show where he trades places with big tech CEOs and lets them be President for a day (kidding, kidding).
⚡️ The Policy Pulse
UBS is liquidating O'Connor funds hit by First Brands’ bankruptcy, winding down investment funds run by its hedge fund unit.
JPMorgan CEO Jamie Dimon said Argentina may not need a bank loan, praising President Javier Milei's economic reforms.
Airlines canceled more than 700 US flights, as the Federal Aviation Administration ordered a 4% reduction at 40 major airports.
The Trump administration asked a federal appeals court for an emergency block on a judge's order that it pay 42 million Americans full SNAP benefits.
The Congressional Budget Office was hacked by a suspected foreign actor, potentially exposing key financial research data Congress uses to craft legislation.
🗽 NYC’s Millionaire Migration
New York City’s mayor-elect, Zohran Mamdani, is already making waves with plans for a "millionaire tax" and free city buses. The proposals from the self-described democratic socialist have sent a predictable chill through the city's financial elite.
This platform has some of the city's wealthiest residents looking south. A recent poll suggests nearly a million New Yorkers might flee, giving weight to JPMorgan CEO Jamie Dimon's warnings about high-tax states driving away capital. The "Wall Street South" concept is quickly becoming a portfolio strategy.
As leaders in Florida and Texas court this migrating capital, serious questions arise about the future of New York's economy. The stability of the city's municipal bonds, which rely on a strong tax base and transit revenue, is now a topic of conversation.
₿ The Coin Toss
A crypto bill hangs in limbo in the Senate, but Republican and Democratic lawmakers have reportedly continued discussions through the shutdown.
Though Zohran Mamdani has made few public comments about crypto, he supported a 2023 consumer protection bill and criticized Cuomo's ties to OKX.
Ripple will not pursue an IPO after resolving its SEC case despite record growth, major new investors, and increasing industry momentum.
Coinbase executives urged US lawmakers to view stablecoin and market structure bills as interconnected, saying both pieces act "effectively like oil”.
JPMorgan analysts said Bitcoin looks cheap next to gold, pointing to a $170,000 fair value when adjusted for volatility.
😆 Meme of the Week
🎙 Tell Us Your Thoughts
⭐️ What did you think of today's edition?
🏛 Political Portfolio Spotlight
Elected officials have had a tremendous amount of success in the market recently.
I want to keep you updated on what they’re trading and when so you can leverage that intel as you plan out your own portfolio.
Data provided by Quiver Quantitative.
Remember to always DYOR.
Sen. Shelley Moore Capito (R-WV)
💲 Top Trades This Week:
[BUY] Eli Lilly and Co. (LLY)
[SELL] Microsoft Corp. (MSFT)
[SELL] Int’l Business Machines (IBM)
[SELL] Lowe’s Companies (LOW)
[SELL] Paychex Inc. (PAYX)
[SELL] Costco Wholesale (COST)
[SELL] Chevron Corp. (CVX)
🔍 Analysis:
Capito reported eight trades this week, ranging from $1,001–$50,000. The activity leaned heavily toward sales, trimming across blue-chip tech, retail, energy, and financials. Her lone buy, Eli Lilly, has already gained more than 14% since her trade, echoing growing investor confidence in the pharma leader’s weight-loss and diabetes portfolio.
The sales appear to be incremental reductions rather than full exits in most cases, suggesting portfolio rebalancing rather than a broad risk-off move. By adding Eli Lilly amid profit-taking in mature sectors, Capito may be rotating capital toward healthcare innovation, a sector showing strong defensive and growth characteristics in late 2025.
That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.
Till next time,
— Brandon and Blake with Invested Inc.
Disclosures
Thumbnail image: Flickr (Federalreserve)
The information provided in Finance Wrapped is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Finance Wrapped is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.
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