Profit Alerts – July 07, 2025

Good morning, grinders. It’s Monday, July 7, 2025, and we’re slicing through the noise so you can get on with your hustle. Here’s the no-BS on what moved markets yesterday and what you need to watch today.

1. Tariffs Trigger a Market Mood Swing
   Yesterday, stock futures took a dive after former President Trump announced his next round of tariffs kicks in August 1, not July 9 as previously teased. Investors hate surprises, and this one gave markets a quick reality check—supply chains already groaning under higher costs could see more stress. If you’ve been partying like it’s pre-trade war 2018, take a deep breath: importers are scrambling to reroute shipments, and exporters in Southeast Asia and Latin America are sniffing opportunities. Expect more volatility as companies revise earnings forecasts and global suppliers hunt for tariff-free havens.
2. How Tariffs Are Shifting Global Supply Chains
   The BBC lays out the playbook: manufacturers are diversifying away from China, leaning heavily on Vietnam, India and Mexico. It’s a classic story—tariff walls make producers rethink geography. But don’t buy the “decoupling” hype; it’s more “redirecting.” Raw materials and semiconductors still flow through Asia. Supply-chain resilience isn’t about waving goodbye to China overnight—it’s about adding optionality. Keep an eye on shipping costs, port congestion in Southeast Asia and Mexico’s manufacturing corridors. Those are your leading indicators for who wins the next leg of globalization.
3. Solana Bond Volume: BONK Steals the Spotlight
   Crypto junkies, pay attention: according to AmbCrypto, BONK just flipped Pump.fun in Solana bond issuance volume. Why should you care? Because it shows decentralized projects aren’t just about meme coins—they’re experimenting with bond-style fundraising on blockchain rails. Higher bond volumes could hint at an emerging market for DeFi credit instruments. If you believe in crypto’s potential to slice out Wall Street middlemen, this trend bears watching. Just don’t get burned chasing the next pump; due diligence still matters.
4. Politics Watch: Musk Unveils His New Party
   The Associated Press reports Elon Musk is launching a political party after clashing with Trump over tax cuts. Yes, Elon—Mr. Free Speech himself—wants to build another voting bloc. He says it’ll champion civil liberties, tech innovation and “sound money.” Call me skeptical: tech bros forming parties is as untested as microchip manufacturing in your garage. But if he draws disaffected voters from both sides, you could see ripples in policy debates on regulation, crypto oversight and fiscal stimulus. That could matter more than another tweet storm—because party infrastructure means ballot-box power.
5. Global Alert: Tropical Depression Chantal
   AP News warns Chantal has weakened but still threatens flash floods in North Carolina and Virginia. Flood-risk insurers, construction firms and energy utilities along the coast should be on high alert this morning. If you hold assets tied to regional infrastructure, watch for supply chain snarls and potential insurance rate hikes once this storm clears.