Monday, July 07, 2025 – Profit Alerts

Morning grind: your no-BS daily briefing on what actually matters to your wallet—and why the government should keep its hands off.

Market Commentary: Tariff Turmoil & Crypto Upheaval

Alright, let’s cut the crap: Wall Street had a meltdown in pre-market trading after Trump pushed his tariff deadline out to August 1 (see “Stock futures fall after Trump says tariffs will go into effect on Aug. 1, not July 9” – CNBC). Traders are acting like headless chickens repricing every widget that crosses an ocean. Meanwhile, BONK just flipped Pump.fun in Solana bond volume (“BONK flips Pump.fun in Solana bond volume – Here’s why it matters” – Ambcrypto.com). That’s not a meme joke, that’s capital chasing yield, and if you’re still moonshot-chasing flash tokens, you’re getting left in the dust.

You want real markets? Look at the political dumpster fire going off in Truth Social: Trump unloaded on Musk for his “megabill opposition” and third-party stunt (“Trump rages against Musk over third party, megabill opposition: ‘TRAIN WRECK’” – The Hill). I don’t care if you love Musk or think he’s a genius—this political startup talk smells like BS, and if it actually goes anywhere, markets will hate the uncertainty. Supply chains are already rerouting from China to Mexico and Southeast Asia (“How tariffs are shifting global supply chains” – BBC News), so you better believe volatility is back with a vengeance.

Here’s the kicker: volatility equals opportunity if you know where to look. Everyone’s freaking out about headline risk, but I’ll be loading up on nimble manufacturers retooling in Vietnam and Mexico before the herd catches on. And if you’re light on yield fundamentals and heavy on hype, you’ll get smoked. Our play? Stay diversified, keep a tight handle on your exposure, and don’t let headline-chasing cowards scare you out of real gains.