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…

With how quickly the market and investment climate are changing right now, we can’t afford to fall behind. You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.

And for daily deep dives covering everything from stocks and crypto to trade relations, AI investment signals, and more, subscribe to our daily newsletter Stocks & Income.

In partnership with Pacaso

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs behind Uber and eBay also backed Pacaso. They made $110M+ in gross profit to date. They even reserved the Nasdaq ticker PCSO. Now, you can join, too.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

Please support our partners!

President Trump's expanding tariff policies have global markets jockeying for position, crowning winners and losers across industries. The semiconductor sector is now in the crosshairs, with a dramatic announcement of 100% tariffs on imported chips, though with strategic exemptions for certain companies (read: Apple). Speaking of, Apple’s Tim Cook gave Trump a glass disk with a golden base and pledged a $100B investment from Apple into the US—and $AAPL rose by 13%.

On the flip side, Nvidia and AMD will be paying the US government 15% of their profits from China sales in exchange for export licenses. The deal is strange and unprecedented, much like a lot of other things happening in markets these days. No matter—$NVDA is stable, and $AMD is up ~2.5% on the news.

And if you’re watching the macro picture, there’s a silver lining in the eye of the storm. The US trade deficit shrank 16% to $60.2 billion in June, hitting its lowest level since September 2023.

In partnership with Attio

Powerful, flexible, and intuitive to use, Attio is the CRM for the next-generation of teams.

Sync your email and calendar, and Attio instantly builds your CRM—enriching every company, contact, and interaction with actionable insights in seconds.

Join fast growing teams like Flatfile, Replicate, Modal, and more.

Start for free today.

Please support our partners!

President Trump is making bold diplomatic moves that could reshape global politics, with a potential Ukraine peace deal taking center stage. Washington and Moscow are working toward an agreement that would freeze the conflict along current battle lines, cementing Russia's territorial gains, with or without President Zelenskyy’s consent.

It seems President Trump is currently engaged in a war on all fronts, as he continues to bonk heads with the Federal Reserve. The President nominated Stephen Miran, the man considered the intellectual backbone of the cabinet’s tariff policy, to fill the vacant seat at the Fed. If the Senate doesn’t put up a fight, Miran might be able to influence September’s much-anticipated rate decision.

The President also signed an executive order broadening access to alternative assets in 401(k)s. This move could fundamentally change retirement investing for better or worse (Blackrock says “for better”… Make of that what you will), allowing Americans to include crypto, private equity, and other previously restricted investments in their portfolios.

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.

Analysis provided by ​quiverquant.com.

Remember to always DYOR.