<html l
Profit Alerts: Monday Morning Brief – Oil Surplus, Treasury Whipsaws & Musk’s Political Remix
Good morning. It’s Monday, July 7th, and here’s what actually matters for your wallet and worldview. No fluff, no feel-good charts—just the headlines you need to hit the ground running.
Main Newsletter Highlights
1. The Big Two
• OPEC’s Surprise Supply Shock
Bloomberg warns OPEC’s latest output bump has the oil market tipping back into surplus. In plain English: more barrels chasing the same demand, and that tends to keep a lid on prices. Energy bulls, cool your jets—this isn’t your breakout rally. Take your profit or hedge your bets before OPEC reminds you who’s in charge.
• Treasury Market Whipsaw Risk
Barron’s flags three wildcards that could yank U.S. Treasuries around like a yo-yo: shifting Fed talk, fiscal math you didn’t see coming, and global investors chasing yield elsewhere. If you’re bunkered into duration, stay nimble—gov’t bonds can turn from “safe” to “ouch” faster than you can say “debt ceiling.”
2. Trade & Tech to Watch
• Tesla’s Q2 Curveball?
TipRanks spanks the consensus: Tesla might actually surprise on earnings thanks to cost cuts and delivery tweaks. Sure, Elon’s promises have ankle weights, but every now and then the street underestimates his ability to squeeze profits. Watch the pre-market whispers—if whispers turn into roars, don’t get left holding the bag.
• Bitcoin’s Sneaky Breakout
AMBCrypto spots BTC finally stirring after a long snooze. They call it the quietest breakout in crypto history. Translation: if you’ve been parked in stablecoins or cash, maybe it’s time to reconsider. Just remember—crypto’s volatility is non-negotiable; strap in or stay on the sidelines.
3. Politics & Policy
• Musk’s New Political Party
The AP reports Elon’s done with Trump’s tax-cut binge and wants his own party. Cue the popcorn: a billionaire tech titan playing political kingmaker isn’t exactly Westminster material. But if he drags Washington into another spectacle, you can bet markets will flinch at any hint of regulatory grandstanding.
• U.S.–E.U. Trade Showdown Clock
The Washington Post says Washington is angling for a limited deal with Brussels before Trump-era deadlines kick in. Free-trade hawks cheer, protectionists sneer, and exporters on both sides hold their breath. A handshake here could shave uncertainty off industrial and agricultural sectors—no deal, and tariffs remain a Sword of Damocles.
4. Today’s Outlook
No scoreboard numbers here—just the vibe: risk assets are taking cues from OPEC’s output call and Fed chatter. Energy and rate-sensitive names will be under the microscope. If you believe in fundamentals, look for bargains in beaten-down segments; if you believe in momentum, watch intraday swings around headline dumps.
That’s your wake-up call. No hype. No sugarcoating. Trade smart, question every “official” narrative, and don’t let headlines spook you into bad decisions.
—DP Style Newsletter
Market Commentary: Oil Glut, Bond Bedlam & Political Showdowns
Here’s what they’re not telling you: Bloomberg’s “OPEC’s New Supply Shock Locks In Oil Market’s Return to Surplus” is the real story of the week. We’ve gone from whining about tight markets to drowning in crude, and energy longs are about to get burned. Don’t buy the hype that this is just a hiccup—OPEC’s output bump is a declaration of dominance. You want upside? You better have the hedges ready or you’ll be eating dust when the next supply report drops.
Meanwhile, the Treasury market is playing ping-pong, per Barron’s “Treasury Market Could Be Whipsawed by These 3 Things.” Fed jawboning, fiscal cliffhangers and overseas yield chasers are yanking yields around like a bad game of dodgeball. If you’re long duration, I don’t care how safe you think Treasuries are—you’re one debt-ceiling tweet from a full-on panic. And don’t forget Tesla and Bitcoin: TipRanks and AMBCrypto both hint at curveballs in Q2 earnings and a stealthy BTC breakout. That’s volatility on steroids—strap in or stay out.
Here’s the contrarian call: forget the crowd chasing headlines, look for names beaten so bad they can only go up. When Tesla undercuts delivery costs and Bitcoin breaks out quietly, it’s a sign the crowd’s sleeping. And if Musk’s new political party actually drags Washington into chaos, regulators will back off everything else—creating buyable dips in the chaos. I’m eyeing energy majors trading like tech pets and junk-rated corporates that still pay 7% yields. Strap in, be bold, and own the moves that scare everyone else.
📈 Breaking Financial News
OPEC’s New Supply Shock Locks In Oil Market’s Return to Surplus
The latest oil supply shockwave unleashed by OPEC+ is set to swell a surplus later this year, pressuring prices for producers the world over while answering US President Donald Trump’s calls for lower fuel costs.
Why Tesla Stock Could Surprise in Q2 Earnings
Tesla ($TSLA) recently reported a year-over-year drop in second-quarter deliveries, but the results weren’t as bad as expected. Contrary to expectations, the market…
What it's really like to work with Elon…
A business partner of mine has close ties to the Department of Defense… And he recently told me how one morning, Elon's “DOGE Agents” simply showed up. No badges. No briefcases. No guns. Just a list of names. They didn't ask questions. They gave instructions. Whole departments were merged. Dozens of tasks and contracts were reassigned. Several project were permanently shut down… and replaced with something else entirely. That's when he called me… and I realized what was really happening.
🔍 Market Analysis & Insights
Bitcoin finally breaks accumulation silence: Is this BTC’s quietest breakout yet?
Large holders resume accumulation as SOPR rises, but crowd sentiment hasn’t caught up yet.
Veteran fund manager who predicted Musk America Party expects ‘nervous breakdown'
Market analysis and financial insights from our premium sources.
Amazon Spending $10 Billion on THIS…
Jeff Bezos is on a mission to dominate the AI revolution. And he's not afraid to spend BIG. Amazon is pouring billions into a little-known technology most investors are ignoring. But expert Jeff Brown thinks it could be the biggest opportunity of the decade.
💰 Investment Opportunities
Treasury Market Could Be Whipsawed by These 3 Things
Market analysis and financial insights from our premium sources.
Don’t wait for Amazon Prime Day, our experts found 71 deals worth shopping early
Amazon Prime Day is just days away and the retailer is already offering some of the year’s best prices. Our deals experts found the 71 best early deals to shop now.
This Tiny Company Could Solve AI's Biggest Problem
Nvidia's chips are powering the AI revolution. But there's a hidden energy bottleneck that could derail everything. Jeff Brown has identified one under-the-radar company with a breakthrough solution that could make early investors rich.
