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Security Interdependence - National security is intertwined with global security, forming a balanced portfolio consideration [1] - National security and economic security are mutually reinforcing [1] Economic Security - The Navy's role in patrolling petroleum and shipping lines contributes to both national and economic security [1]

Market Trends & Trade Deals - European and Asian markets show optimism for tariff relief, driven by potential EU-US trade deal imposing 15% tariffs on European imports, a significant reduction from the current 27.5% levy on cars [1][3][4][6] - US has been charging an extra 10% tariff on EU exports since April on top of pre-existing duties, which average just below 5% [5] - Optimism grows for more trade deals after Japan clinched a pact with the US on Wednesday [3] Company Earnings & Performance - Alphabet (Google's parent) beat expectations with adjusted earnings per share at $2.31 and revenue at $81.2 billion, driven by advertising and cloud businesses, but capital expenditure will climb to $85 billion [2][10] - Tesla's second-quarter profits fell by around a fifth, with adjusted earnings of 40 cents per share and revenue of $22.5 billion, falling short of expectations; plans to start production of its cyber cab in 2026 [2][11][12] - American Airlines' Q2 passenger revenue came in at $13.12 billion, slightly above the expected $13.11 billion, with adjusted earnings per share at 95 cents, higher than the expected 79 cents, despite the stock being down over 4.5% in pre-market [23] - Southwest Airlines' Q2 revenue came in at $7.24 billion, below the expected $7.3 billion, with adjusted earnings per share at 43 cents versus the forecasted 53 cents; expects economic turmoil to erase as much as $1 billion of its annual pre-tax profit this year [26][27] - Keurig Dr Pepper posted second-quarter revenue of $4.16 billion, slightly above the expected $4.14 billion, with adjusted earnings per share at 49 cents, meeting expectations [27][28] Sector Analysis & Investment Strategies - Cyclical sectors (consumer discretionary, industrials, materials, financials, tech, communication services, real estate) sales and profits swell in economic expansions and shrink in recessions [32] - Defensive sectors (consumer staples, healthcare, utilities, energy) demand stays steady in booms or busts [34][35] - Two stocks (Nvidia plus Microsoft) are now approaching the entire value of all the defensive sectors in the S&P 500 [36][38] European Banks & Luxury Goods - Deutsche Bank reported its highest second-quarter pre-tax profits in nearly two decades [46] - BMP Parabar recorded second quarter boosted by its fixed income and currency traders [46] - Lloyd's Bank reported higher than expected pre-tax profit and increased its dividend [47] - LVMH is down more than 35% from 6 months ago, analysts expect sales to LVMH's key fashion and leather goods division to have dropped by 7.8% in the second quarter [55][57] Cryptocurrency - Bitcoin may reach $300,000 by the end of next year [60] - Bitcoin is about 10% of the AUM of gold [60]

We project in our economic modeling that that would shave, you know, roughly 90 basis points off of growth in 2025 as a result of that, which is a major headwind. I like to emphasize to people though, like that is not a recession necessarily. If you were at 2% growth for 2025, now you're at 111 as a result of the tariffs.That is lower, but that is still positive. We have gotten more tax revenue as a result of tariffs. It absolutely does mean that people are paying it, people in companies.We wouldn't be rais ...

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Want to trade smarter? Follow market patterns. In this episode of Stocks in Translation, Stock Trader’s Almanac editor in chief Jeffrey Hirsch joins host Jared Blikre and Senior Reporter Allie Canal to explore market cycles and seasonality in trading. Hirsch unpacks how patterns like the election cycles, monthly seasonality, and investor sentiment provide clues for market behavior, especiall ...

So, let's get your reaction as a shareholder. We got the stock down about u edging lowered about 4/10 of a percent in the after hours. Of course, waiting for the call.As a shareholder, Ross, giving me the instant reaction analysis. What do you make of this report. >> Yeah, I mean, it's garbage.I mean, it's sad and depressing to me that this is a business in decline when it should be it's a in a growing industry, but it it has great products and it should be a growing business and it's not. And and now if yo ...

Financial Performance - Tesla's Q2 revenue was $225 billion, missing the estimated $2264 billion, representing a 9% decrease compared to the $2505 billion reported a year ago [1] - Tesla posted an EPS of 40 cents, falling short of the expected 42 cents, with operating income at $923 million, also below the anticipated $123 billion [1] - Without regulatory credits, Tesla is essentially cash flow break-even, and these credits are expected to decline [32] Market Trends and Competition - The EV market is growing at a double-digit rate globally, while Tesla is experiencing double-digit declines in sales and profit [3] - Competition has caught up with Tesla, with new models and products being announced every month from American, European, Chinese, and Korean manufacturers [5][6] - China has made incredible progress in the EV market, gaining an edge in hardware, software, charging infrastructure, battery technology, and manufacturing [8][9] - Chipotle's same-store sales growth declined by 4%, lower than the expected 29% decline, with foot traffic down 49% versus the expected 44% decline [24][25] Future Outlook and Product Development - Tesla's more affordable model is still slated for the second half of 2025 production [2][14] - Tesla is conducting first builds of its more affordable model in June with volume production planned for the second half of 2025 [14] - The Cyber Cab, a vehicle without pedals or wheels, is still slated for production in 2026, pending regulatory approval [15][16] - Tesla needs an affordable, low-cost small vehicle to be competitive globally [35] Leadership and Strategy - Elon Musk's return to full-time focus at Tesla is seen as the best thing for the company, especially in creating visions, strategies, and focusing on product development [10][11][41] - Elon Musk's public behavior and political opinions are negatively impacting Tesla's image and sales [37][38][44][45] - A potential combination of Tesla and XAI is anticipated, with Tesla potentially overpaying for XAI [46][47][48]

I was in South Africa, uh, Stonebach, Cape Town. >> How many telephone poles did you see. >> Not too many.>> Yeah. >> Yeah. >> Um, the reason why is that Africa largely skipped that phase of development in telecom.You go to Uganda or Kenya or whatever, you're not going to see, especially outside the cities, you're not going to see a ton a ton of copper wire stringing out there because they hopped pretty quickly over to cell phones. At the same time, there's not a village in Africa that doesn't have at least ...

just signed the largest trade deal in history. I think maybe the largest deal in history with Japan. He worked on it long and hard and it's a great deal for everybody.Traders are optimistic today after the White House announced a trade deal with Japan. The US will now impose 15% tariffs on imports including automobiles from Japan as that country creates a $550 billion fund to make investments in the US. The deal spares Japan from a threatened 25% tariff that was set to take effect next. ...

Meme stock mania is back in the market as retail investors pile into little love names like Crispy Cream and GoPro. Meanwhile, the meme darlings of yester year literally opened door in Kohl's yesterday are falling. Joining me now on this ever evolving story is Tom Sausnoff Tasty Live founder and CEO.Tom, it's good to see you here. I mean, this kind of thing keeps sort of raring its head periodically, right. And a lot of it has to do not necessarily with fundamentals for these stocks, but maybe more for high ...