Group 1 - Spot gold prices reached $3,340 per ounce, with silver showing even more significant gains [1] - Domestic gold jewelry brands have increased prices, and related A-share stocks have also seen notable rises, with the gold concept sector up 1.19% and the precious metals sector up 1.35% [1] - COMEX gold futures fluctuated between $3,100 and $3,400 per ounce for over two months after hitting $3,500 in April [3] Group 2 - On July 10, gold prices strengthened due to tariff policy disturbances and the Federal Reserve's consideration of a rate cut, with New York gold futures closing at $3,333 per ounce [5] - As of July 11, international gold prices continued to rise, with spot gold at $3,334.82 per ounce and New York gold futures at $3,346.65 per ounce [5] - Recent economic data from the UK and France showed mixed results, with the UK experiencing a slight economic decline and France's CPI showing higher-than-expected growth [7] Group 3 - Analysts suggest that the recent rebound in gold prices may continue, with the potential for prices to break the $3,500 per ounce mark again this year, forecasting a range of $3,600 to $3,710 as the highest levels [9] - Market sentiment has improved significantly, which typically leads to a decrease in total gold holdings, potentially limiting upward price movement [9] - The re-emergence of tariff policies and economic growth expectations may test market risk appetite, which could support further increases in gold prices [9]

Market Outlook - S&P 500 could reach 6,500, influenced by potential tariff impacts on GDP and earnings [2][4] - Tariff impacts could lead to a 1% GDP hit resulting in approximately a 4% earnings reduction [2] - Market's positive reaction to Delta's improved forecast indicates continued economic growth and consumer spending [5][6] Earnings Season Expectations - Earnings season is pivotal for assessing consumer and business spending, providing real-time data [8] - Financial sector and banking sector are expected to benefit, despite challenging year-over-year comparisons [10] - Regional banks are favored over larger banks due to price-to-book ratios and potential deregulation benefits [10] Investment Strategy - Robin Hood strategies have shifted towards GARP (Growth at a Reasonable Price), including tech, aerospace and defense, and midcaps [13] - Midcaps are considered undervalued, with long-term average price-to-earnings ratios at 19 times, currently at 16 times [13] - Potential rate cuts by the Federal Reserve could drive the S&P 500 to 6,500, but concerns remain regarding the labor market [11][15]

Key Takeaways Copper prices recently hit new all-time highs above $5.50 per pound. Ero Copper achieved commercial production at the Tucuma Operation as of July 1, 2025. Earnings are expected to jump 165% this year, with one estimate revised higher in the last week. Ero Copper Corp. (ERO) is a copper producer. With copper prices at new all-time highs, this Zacks #1 (Strong Buy) is expected to see earnings soar by 165% this year.Ero Copper is a high-growth copper and gold producer headquartered in Vancouver ...

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Economic Overview - The country's workers and assets are available at bargain prices [1]

Crypto Market & Trading - The market is becoming significantly more interesting with all eyes on the Pump Fun TGE [3] - Successfully navigated orderbook volatility, benefiting from a well-timed long position before ETH + BTC rallies [3] - Experienced a positive day trading perps, capitalizing on market movements [1] - Achieved a small profit in the memetic space [1] Personal Achievements & Lifestyle - Commenced the 75 hard challenge, focusing on workouts, diet, and hydration [2] - Making progress on all facets of life [2]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The Trump administration's recent tariff increases are expected to significantly impact consumer prices, similar to the effects observed during the 2018-2019 trade war [2][5] - Preliminary data indicates that the effective tariff rate has increased by approximately 7.2 percentage points (pp) as of May, with expectations of a total increase to about 14pp with additional sectoral tariffs [14][29] - The analysis suggests that foreign exporters have absorbed about 20% of the tariff costs, while the remaining costs are split between US businesses and consumers [29][34] Summary by Sections Tariff Implementation and Effects - Tariff hikes began in early February, with significant increases taking effect in April, leading to delayed impacts on consumer prices due to shipping and payment delays [2][8][10] - The effective tariff rate is estimated to have risen by 9pp, with customs revenue indicating a lower increase of 7.2pp due to various delays [14][18] Cost Absorption and Price Changes - Price data through May shows that a 1pp increase in product-level tariff rates has led to a 0.2% decline in import prices, primarily driven by China [21][27] - The share of tariff costs passed onto consumers increased from 0% in the first month to 10% after two months, and to 40% after three months [3][46] Core PCE Inflation Forecast - Tariffs have raised core PCE prices by approximately 6 basis points (bp) this year, suggesting that without tariffs, the current core PCE inflation rate of 2.7% would be 2.6% [52] - The report maintains an unchanged inflation forecast, expecting tariff effects to boost core PCE inflation by about 1pp this year, leading to a year-over-year rate of around 3.3% in December [53][58]

Core Viewpoint - Zynex, Inc. is under investigation for potential claims related to a class action complaint alleging that the company's board of directors breached their fiduciary duties by misleading investors about financial performance and operational practices [1][2]. Summary by Relevant Sections Allegations of Misconduct - The complaint claims that Zynex's management engaged in practices that artificially inflated the company's stock price through false statements regarding financial performance and compliance with insurance reimbursement policies [2]. - It is alleged that Zynex operated a systemic "oversupplying scheme," shipping excessive quantities of supplies to patients and billing insurers significantly more than necessary [2]. Financial Impact and Regulatory Scrutiny - The extent of Zynex's misconduct was revealed on March 11, 2025, when the company announced a revenue shortfall due to slower payments from insurers, particularly Tricare, which accounted for 20-25% of its annual revenue [3]. - Following the announcement, Zynex's stock price fell by $3.59 per share, or 51.3%, closing at $3.41 per share, indicating a severe loss of shareholder value and highlighting the company's exposure to regulatory and financial risks [4].

Market Performance - The small-cap Russell 2000 has outperformed major indexes recently, leading for the 4th session in the last 5, with a gain of +0.48% [1] - The Dow increased by +192 points (+0.43%), the S&P 500 rose by +17 points (+0.27%), and the Nasdaq was up by +19 points (+0.09%) [1] - Over the past month, the Russell 2000 has gained +5%, while other major indexes have hovered around +4% [2] Company Earnings - Levi Strauss & Co. reported fiscal Q2 earnings of 22 cents per share, exceeding the estimated 14 cents, with revenues of $1.4 billion surpassing the projected $1.37 billion [4] - The gross margins for Levi Strauss hit a record +62.6% for the quarter, with Americas' comps up +5%, net revenues in Europe up +14%, and Asia flat [4] - Direct-to-Consumer sales increased by +11% in the quarter, contributing to a +7% jump in stock price following the earnings report [4] Economic Outlook - No significant economic reports or earnings reports are expected on the following Friday, with attention turning to the upcoming Consumer Price Index (CPI) data and Q2 earnings from major banks [5] - Major banks are anticipated to perform well, with assets under management at record highs and strong investment banking performance [6] - The CPI Inflation Rate was reported at a 12-month low of +2.3%, with core inflation at +2.8%, close to the Fed's optimal target of +2.0% [6]