Traditional knowledge believes that as we come close and closer to the time limit for tariff resolution, the market will become more trustworthy, especially for highly highly valuable shares. I do not know who writes these stories. I always examine the bible and I have never worked with them or hired them. I will tell you this: How the market works is painful in the information about how the market works. His inferior knowledge about market history will never be tolerated in any class. They are those who we mean Harvard Crimson, “Philler-Up Stories”, which means that stories that were to be written because the copy was needed. Truly, while the deadline has no connection between loose, highly valuable shares and events in hand. I really expect serious news about South Korea and Japan before 1 August-the “difficult time limit of the Tramp administration,” in the words of Commerce Secretary Howard Lutnik, when new country-specific duties will be effective. Korean car companies make “vehicles” here, but the White House will argue with you that whatever they do, they gather them here, while more valuable pieces of a car are built in the country of the house. Japan makes even less less here, but like Korea, is defended by our soldiers, and I could see President Donald Trump to put that fact in some Capricorn numbers-say 35% tariff on its imports-because this level is the eye. Therefore, I suspect that we are going on a drop dead date of 1 August without more drama. Anyone who trades or invests, thinks that the tariff will affect the most valuable shares, none other than my new mining Kohort, which is called Parc – Palaantir, Applovin, Robinhow and Coinbase? All of them have space to walk because if you are ready to pay 100 times the earnings, it means that there is nothing to pay 200. this is gospel. How can these writers not know this? Can Palantir be stopped by Canadian Tariff? Oh please, and if the crypto is knocked, it will rise again. It is never going to keep it down. Let’s turn this moment on her head and question what is provoking the near-record market as the second quarter-earning season, steam (this week we have five club names). I have 10 things in the list, some are already happening and others are more visible. First, and most clear: Earnings have been terrible. Yes, there is a topical Abbott Labs, which was given cruelty by China, or Netflix, which was challenged by the sky-high expectations. But banks have set the tone, and the week shutdown pastechs were all very strong. I hope only the potentially weak location will continue with being a drug manufacturer. Just not enough blockbusters and some very weak pipelines. This has been a cruel year for health care overall, which is finalized between all 11 regions in S&P 500. Second, Trump’s “Big Beautiful Bill” includes a lot of provisions that will promote the economy that I think we need to rethink the possibility of a hobby consumer. Consider these: An expansion of 2017 tax deduction that was determined to end at the end of this year, resulting in an effective tax increase along with income. This is particularly helpful for those who earn less than $ 100,000. For those employees, tax cuts up to $ 25,000, which earn tips, a big win for the working class. Millions of American workers stand to benefit from this. There is an increase in standard cuts by $ 31,500 (from $ 30,000) for married joint filers and $ 15,750 ($ 15,000 from $ 15,000) for single filers. This can make taxes easy to find out and give a big benefit. $ 2,200 per child’s Max Child Tax Credit, above $ 2,000, which affects about 40 million families. Extending 529 savings schemes to cover workforce credential programs in areas such as trades. Car loan for vehicles made in the US was a new deduction at interest, overshadowed at $ 10,000 per year. For people with high income, the size of the cut decreases. Tax-added savings accounts for newborns, so-called “Trump accounts.” Some tax relief for seniors on social security benefits. These are very big benefits that will pump hundreds of billions of billions of billions of pumps in the American economy and never cares for anyone. Tariffs are important. But those spent spent in the hands of spending them. Third, business gets more tax relief on more expenditure, construction and research and development costs than any expectation. Quick cuts and credit for the manufacture of things will turn off another bounce. I talked about them in the previous piece. Every time I have ever seen such relief, it generates more expenses and jobs than any expectation. Fourth, we seem unaware of how the country is indicating Washington that they are going to make their companies here to get some relief from the White House. There is also shring to struggle with there. Certainly, the White House may be vigilant about apples pouring $ 500 billion in the US economy over the next four years, but I am not. Fifth, the volume of the building for data centers and for electric grids is so huge that they can be considered equal to the biggest public functions in history, and they do not include a huge labor component that is often not addressed. Do not forget that nuclear power overhaul is huge projects. Sixth, the new stress tests of the Federal Reserve for banks will allow them to lend more than what they currently do. We forget how much heat has occurred due to incredibly conservative on banks in view of the financial crisis. that’s over. The seventh, the opening of all types of land for drilling and the approval of a large number of new pipelines will be the second renaissance of the US energy sector. The eighth, two industries have so much business and so important for the American economy that they will be the vast sources of work: aerospace, where Boeing will have to expand to fulfill new orders and defense, where we are finished by Ukraine. The region has new types of weapons including a heavy component drone. The ninth, early public offering market is proclaimed and ready, and I think new jobs for employees and new assets and investment can earn continuous profits for banks, which is why they are such great purchases. We own Goldman Sachs for the club. And finally number 10, it has become so easy to bet against shares for so long because the Biden administration was so anti -trade, especially when it comes to merger and acquisition. that’s over. Now short-selers will be incredibly afraid of being thin on stock. Last week, there is a witness to the rally in the railroads that crushed shorts banking on weak transport income. Now, again, Trump feels that we need to derail in amazing fashion. But we need to think more creatively. When we talk about firing him to Fed Chair Jerome Powell, what you need to think does not matter, lower rates lie further. I don’t think this would be due to a weak economy because whatever I have expanded, but because Trump wants a gross domestic product bounce, he can say that we are the fastest growing, most powerful countries in the world. This is why American Great stands again. Even if you feel that it is a huge fraud, remember that the trump-budget and supporting-business agencies have created a huge hole–unlike conditions that may be contrary to “filler-up stories”. (Jim Cramer’s Charitable Trust is Long GS and Abbott. See here for a complete list of stock.) As a customer of the CNBC Investing Club with Jim Cramer, you will receive a business alert before the gym. The Jim waits 45 minutes after buying or sending a trade alert before buying or selling a stock in its charitable trust portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after issuing a business warning before executing the business. The information of the above investment club is subject to our terms and conditions and privacy policy, along with our replication. Based on the receipt of any information provided in relation to the investment club, no obligation or duties exist, or are created. No specific results or benefits are guaranteed.
10 things going the right way for stocks as another tariff deadline looms
BY Anuragbagde69@gmail.com
- July 21, 2025
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