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Hello there.
Happy Monday from the land of the free. What’s your prediction on how the tariff backlash will play out this time? More corporations passing the buck?
🌍 New Tariffs Just Dropped
⚡️ How Much Would You Pay for Insider Trading Tips?
💊 FDA Goes Full Send on Sketchy Wellness Peptides
₿ It’s Unclear When the Clarity Act Will Get Passed
🏛 Political Portfolio Spotlight: Rep. Alan Armstrong (R-OK)
I mean, whaddya gonna do? Give up online shopping? BRB, opening a lemonade stand to cash in on the Made In America surge… wait, where are lemons grown? 🤔
🌍 The Bark That Follows the Tariff Bite
The White House just slapped tariffs on basically everyone we trade with. 60 trading partners are now paying between 10% and 12.5% extra to sell stuff here, covering 99.4% of all US imports. Canada, Mexico, the UK, and India got the 10% rate. China, Australia, the EU, and most others got hit with 12.5%.
The official reason is “forced labor enforcement”. The real reason is probably that the Supreme Court killed Trump's old tariff strategy in February, so the administration needed a fresh legal angle to keep the import taxes alive. Trading partners are pushing back hard, with Australia calling the tariffs "unjustified" and the EU making their usual fuss, but nobody's actually retaliating yet. Everyone's still hoping to negotiate their way out.
Once again, this reshapes the playing field. Companies that import heavily could see margins get squeezed, especially if they can't pass costs to customers without losing sales (people kinda wised up to that move earlier this year). Naturally, businesses with domestic supply chains and pricing power look way more attractive right now. If you're holding anything that relies on cheap global manufacturing, it might be worth checking where that company actually sources its stuff. The era of "globalization fixes everything" is fading fast.
⚡️ The Policy Pulse
Wall Street firms are paying up to $100,000 a month for Trump Media's real-time feed of the president's social media posts.
A federal judge extended the temporary restraining order pausing the Paramount–Warner Bros. Discovery merger by another two weeks.
Rivian is suing the US government for a full refund on tariffs it paid under Trump's "Liberation Day" tariffs, which the Supreme Court ruled unconstitutional.
Trump Media's pivot to nuclear fusion was led by Yorkville Advisors, the New Jersey investment set to collect 6 million shares if the TAE merger closes.
The Pentagon awarded Oracle nearly $7 billion in the latest push to consolidate government software systems under fewer vendors.
💊 RFK Puts a Little Pep in His Step
In case your feed has been full of influencers talking about "biohacking" and healing injections, here's the update: an FDA panel just voted 8-6 to loosen restrictions on four popular peptides, including BPC-157 and TB-500. These are compounds that wellness gurus claim can build muscle, heal injuries faster, and make you look younger.
The problem is that most of them haven't been properly tested on humans, and FDA scientists spent the entire meeting saying they don't even have agreed-upon chemical definitions for some of these substances.
To further complicate things, 8 of the people who voted yes were recently added to the panel by RFK Jr., and 6 of them run clinics that sell peptides. One member's mom is a congresswoman who literally wrote a letter asking RFK Jr. to approve these exact drugs. The panel cited "medical freedom" and "the greater good" as reasons for voting yes, while career FDA officials looked…peeved, to say the least.
Still, from a market perspective, this is interesting. Telehealth companies and compounding pharmacies could see a demand spike as these peptides become easier to prescribe. Wellness clinics already selling this stuff might pop off. But buyer beware on both the stocks and the actual peptides: hype moves faster than clinical data, and if safety issues surface later, the backlash could hit hard. This story isn't done yet.
₿ The Coin Toss
The crypto market structure bill known as the Clarity Act is expected to miss its August 7th window before Congress' summer recess.
The SEC agreed to pay $150,000 to settle a FOIA lawsuit over its Ethereum investigations, ending a 2-year fight in court.
Coinbase CEO Brian Armstrong warned the company may move some operations abroad if comprehensive crypto regulation doesn't get passed.
Cameron and Tyler Winklevoss sent $10 million in Bitcoin to the MAGA Inc. Super PAC after the CFTC filed a motion to reverse a Biden-era settlement.
Bitcoin treasury companies are selling holdings to repay debt, fund buybacks, or pivot to AI as share prices collapse.
🤡 Meme of the Day
What You Said Last Time
🎙 Tell Us Your Thoughts on Today’s Edition
⭐️ What did you think of today's edition?
🏛 Political Portfolio Spotlight
Elected officials have had a tremendous amount of success in the market recently.
Trading data provided by our partners at AltIndex.
We 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.
Remember to always DYOR.
Rep. Alan Armstrong (R-OK)
💲 Top Trades This Week:
[SELL] Williams Companies (WMB)
🔍 Analysis:
Armstrong disclosed a remarkably large number of trades this period. The strongest buys were concentrated in technology and semiconductor-related companies.
The broader theme is exposure to the global chip ecosystem and AI infrastructure buildout.
Despite the dizzying volume of trades, the strongest conviction appears to have been in technology-related names rather than defensive sectors or income-oriented holdings.
Rep. Alan Armstrong (R-OK)
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.
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