{"id":77993,"date":"2025-07-18T14:36:40","date_gmt":"2025-07-18T18:36:40","guid":{"rendered":"https:\/\/blog.t3live.com\/?p=77993"},"modified":"2025-07-18T14:37:17","modified_gmt":"2025-07-18T18:37:17","slug":"10-things-you-need-to-know-ultimate-trump-trade-edition","status":"publish","type":"post","link":"https:\/\/blog.t3live.com\/2025\/07\/18\/10-things-you-need-to-know-ultimate-trump-trade-edition\/","title":{"rendered":"10 Things You Need to Know &#8211; Ultimate Trump Trade Edition"},"content":{"rendered":"<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-78008\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade.jpg\" alt=\"\" width=\"482\" height=\"356\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade.jpg 1170w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-300x222.jpg 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-1024x757.jpg 1024w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-150x111.jpg 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-768x568.jpg 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-80x59.jpg 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-220x163.jpg 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-135x100.jpg 135w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-203x150.jpg 203w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-322x238.jpg 322w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-561x415.jpg 561w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-659x487.jpg 659w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/10-things-you-need-to-know-ultimate-trump-trade-805x595.jpg 805w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/a><\/p>\n<p>What a week! We just saw:<\/p>\n<ul>\n<li>Record highs in <strong>SPY<\/strong> and <strong>QQQ<\/strong><\/li>\n<li>Strong earnings from the likes of <strong>JP Morgan<\/strong> (JPM), <strong>Bank of America<\/strong> (BAC), and <strong>Netflix<\/strong> (NFLX)<\/li>\n<li>President Trump continue to harass Fed Chair Jerome Powell<\/li>\n<li>Federal Reserve governor Christopher Waller call for a July rate cut&#8230; which might be his official application for the Fed Chair job<\/li>\n<li>A shocking rally in what bears call &#8220;low quality&#8221; stocks<\/li>\n<\/ul>\n<p>And way, way more!<\/p>\n<p>So let's dig into the 10 things you need to know about markets right now, starting with&#8230;<\/p>\n<h2>1. The Ultimate Trump Trade Just Won't Quit<\/h2>\n<p>We've talked a lot about the monster moves in stocks that benefit from financial market volatility, including:<\/p>\n<ul>\n<li><strong>Robinhood<\/strong> (HOOD)<\/li>\n<li><strong>Coinbase<\/strong> (COIN)<\/li>\n<li><strong>Interactive<\/strong> Brokers (IBKR)<\/li>\n<li><strong>Charles<\/strong> <strong>Schwab<\/strong> (SCHW)<\/li>\n<li><strong>Webull<\/strong> (BULL)<\/li>\n<\/ul>\n<p>These stocks went WILD this week thanks to higher stock and crypto currency prices plus strong earnings from Interactive Brokers and Charles Schwab:<\/p>\n<p><strong><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-77995\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM.png\" alt=\"\" width=\"763\" height=\"646\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM.png 763w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-300x254.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-150x127.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-80x68.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-220x186.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-118x100.png 118w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-177x150.png 177w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-281x238.png 281w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-490x415.png 490w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-575x487.png 575w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-10.55.47-AM-703x595.png 703w\" sizes=\"(max-width: 763px) 100vw, 763px\" \/><\/a><\/strong><\/p>\n<p>Webull led the way with a 22% gain.<\/p>\n<p>So what are these stocks telling us?<\/p>\n<p>The market expects:<\/p>\n<ul>\n<li>Higher stock and crypto prices<\/li>\n<li>Strong volumes\u00a0 thanks to Trump-driven news flow.<\/li>\n<\/ul>\n<p>Keep these names on your radar.<\/p>\n<h2><strong>2. Sentiment Is Bullish, But Not in a Crazy Way<\/strong><\/h2>\n<div class=\"css-175oi2r\">\n<div class=\"css-175oi2r r-1s2bzr4\">\n<div id=\"id__yci7szc0t4d\" class=\"css-146c3p1 r-bcqeeo r-1ttztb7 r-qvutc0 r-37j5jr r-1inkyih r-16dba41 r-bnwqim r-135wba7\" dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><span class=\"css-1jxf684 r-bcqeeo r-1ttztb7 r-qvutc0 r-poiln3\">The latest AAII Sentiment Survey shows that 39.3% of investors are bullish. <\/span><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div class=\"css-146c3p1 r-bcqeeo r-1ttztb7 r-qvutc0 r-37j5jr r-1inkyih r-16dba41 r-bnwqim r-135wba7\" dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><span class=\"css-1jxf684 r-bcqeeo r-1ttztb7 r-qvutc0 r-poiln3\">This is the third straight week of above-average bullish readings.<\/span><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><img decoding=\"async\" src=\"https:\/\/pbs.twimg.com\/media\/GwEWj20WgAArN1g?format=png&name=large\" alt=\"Image\" \/><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div class=\"css-146c3p1 r-bcqeeo r-1ttztb7 r-qvutc0 r-37j5jr r-1inkyih r-16dba41 r-bnwqim r-135wba7\" dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><span class=\"css-1jxf684 r-bcqeeo r-1ttztb7 r-qvutc0 r-poiln3\">Before this streak, the last such bullish reading was way back on January 30. <\/span><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div class=\"css-146c3p1 r-bcqeeo r-1ttztb7 r-qvutc0 r-37j5jr r-1inkyih r-16dba41 r-bnwqim r-135wba7\" dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><span class=\"css-1jxf684 r-bcqeeo r-1ttztb7 r-qvutc0 r-poiln3\">And of course, we are well off the 19.1% lows from earlier this year. <\/span><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div class=\"css-146c3p1 r-bcqeeo r-1ttztb7 r-qvutc0 r-37j5jr r-1inkyih r-16dba41 r-bnwqim r-135wba7\" dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><span class=\"css-1jxf684 r-bcqeeo r-1ttztb7 r-qvutc0 r-poiln3\">It goes to show &#8211; nothing brightens the mood like rising stock prices.<\/span><\/div>\n<\/div>\n<\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\">So do these numbers indicate rampant bullishness?<\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\">No. It's common for bullish readings to go over 50% in strong markets.<\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\">But do you know what does indicate rampant bullishness?<\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><\/div>\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\">This:<\/div>\n<h2 dir=\"auto\" lang=\"en\" data-testid=\"tweetText\"><strong>3. &#8220;Low Quality&#8221; Stocks Provide High-Quality Returns<\/strong><\/h2>\n<p>We screened for stocks with these attributes:<\/p>\n<ul>\n<li>Under $100 million in revenues<\/li>\n<li>Market cap over $2.5 billion<\/li>\n<\/ul>\n<p>We came up with 28 names:<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM.png\"><img decoding=\"async\" class=\"alignnone wp-image-77996\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM.png\" alt=\"\" width=\"624\" height=\"703\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM.png 855w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-266x300.png 266w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-133x150.png 133w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-768x865.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-71x80.png 71w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-195x220.png 195w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-89x100.png 89w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-211x238.png 211w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-368x415.png 368w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-432x487.png 432w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-11.05.44-AM-528x595.png 528w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/a><\/p>\n<p>27 of 28 were up this week with an average return of 13.3%.<\/p>\n<p>The bears will tell you that surges in low-quality stocks can be a sign of extreme froth.<\/p>\n<p>But remember, they're only low quality if you're not in them!<\/p>\n<p>But, our friend <span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/blog.t3live.com\/inner-circle-registration\/\">David Prince of T3 Live's Inner Circle<\/a><\/strong><\/span> had something interesting to say on Thursday evening:<\/p>\n<h2>4. Listen to David Prince Now<\/h2>\n<div class=\"css-175oi2r\">\n<div class=\"css-175oi2r r-1s2bzr4\">\n<div dir=\"auto\" lang=\"en\" data-testid=\"tweetText\">Here's what he told us:<\/div>\n<blockquote class=\"twitter-tweet\">\n<p dir=\"ltr\" lang=\"en\">Late stage bull markets are awesome and DANGEROUS\u2026 this is when 5 dollar stocks go to 20 in days. It\u2019s also why trying to call the top is a fool's errand. Often the most money is made right here and now. Just remember when the music stops to have a chair waiting.<\/p>\n<p>\u2014 The Inner Circle Trading Group DP David Prince (@epictrades1) <a href=\"https:\/\/twitter.com\/epictrades1\/status\/1945971997449543823?ref_src=twsrc%5Etfw\">July 17, 2025<\/a><\/p><\/blockquote>\n<p><script src=\"https:\/\/platform.twitter.com\/widgets.js\" async=\"\" charset=\"utf-8\"><\/script><\/p>\n<p>So what's David saying?<\/p>\n<p>That this could be a dangerous time.<\/p>\n<p>But's also a lucrative one &#8211; as you can see by the eye-popping moves in speculative stocks like <strong>Sharplink Gaming<\/strong> (SBET), <strong>Joby Aviation<\/strong> (JOBY), and <strong>Rigetti Computing<\/strong> (RGTI).<\/p>\n<p>These companies have questionable fundamentals, but sexy stories.<\/p>\n<p>And right, traders are buying stories.<\/p>\n<h2>5. Ethereum Screamed<\/h2>\n<p>This week, the US Congress passed the &#8220;Genius Bill,&#8221; which regulates Stablecoins.<\/p>\n<p>This legislation is aimed at making Stablecoins safer for mainstream use.<\/p>\n<p>This gave Ethereum a big turbo-booster since it's used in many Stablecoins.<\/p>\n<p>And Ethereum rose over 19% this week while Bitcoin slid off its peak:<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-78001\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM.png\" alt=\"\" width=\"814\" height=\"715\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM.png 814w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-300x264.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-150x132.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-768x675.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-80x70.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-220x193.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-114x100.png 114w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-171x150.png 171w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-271x238.png 271w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-472x415.png 472w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-554x487.png 554w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-18-at-12.45.42-PM-677x595.png 677w\" sizes=\"(max-width: 814px) 100vw, 814px\" \/><\/a><\/p>\n<h2><strong>6. This Week Is BIG<\/strong><\/h2>\n<p>We got a whole lot going on this coming week, including:<\/p>\n<ul>\n<li>Fed Chair Powell speaking at a conference in Washington DC<\/li>\n<li>The ECB rate decision<\/li>\n<li>Earnings from <strong>Tesla<\/strong> (TSLA), <strong>Alphabet<\/strong> (GOOGL), <strong>IBM<\/strong> (IBM), <strong>Intel<\/strong> (INTC), and other key names<\/li>\n<li>2 US bond auctions<\/li>\n<\/ul>\n<p>And MORE!<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-78003\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1.png\" alt=\"\" width=\"720\" height=\"864\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1.png 960w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-250x300.png 250w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-853x1024.png 853w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-125x150.png 125w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-768x922.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-67x80.png 67w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-183x220.png 183w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-83x100.png 83w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-198x238.png 198w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-346x415.png 346w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-406x487.png 406w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/T3-Live-Calendar-Earnings-Economics-1-496x595.png 496w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/><\/a><\/p>\n<\/div>\n<div class=\"css-175oi2r r-1s2bzr4\">This is a big improvement from this week's snoozefest (outside of President Trump's antics, of course)<\/div>\n<div><\/div>\n<div class=\"css-175oi2r r-1s2bzr4\">So let's talk about a funny thing we see with Tesla:<\/div>\n<h2 class=\"css-175oi2r r-1s2bzr4\">7. Tesla Keeps Getting Worse and Better<\/h2>\n<p><strong>\u00a0Tesla<\/strong> (TSLA) stock is up 31% over the past year.<\/p>\n<p>Yet its earnings estimates have dropped HUGE:<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-78006\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6.png\" alt=\"\" width=\"624\" height=\"571\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6.png 948w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-300x275.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-150x137.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-768x703.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-80x73.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-220x201.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-109x100.png 109w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-164x150.png 164w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-260x238.png 260w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-453x415.png 453w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-532x487.png 532w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-6-650x595.png 650w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/a><\/p>\n<p>What's holding the stock up?<\/p>\n<p>4 Words: &#8220;In Elon We Trust.&#8221;<\/p>\n<p>So here's a possible scenario for earnings on Wednesday:<\/p>\n<p>Tesla delivers a tiny earnings beat, and the stock pops 10%.<\/p>\n<p>So it's a good time to look at earnings season overall:<\/p>\n<h2>8. Earnings Season Is Going Better Than You Think<\/h2>\n<p>We've yapped endlessly about how low expectations have been for Q2 earnings season.<\/p>\n<p>So how's it going so far?<\/p>\n<p>Very well, thank you very much.<\/p>\n<p><span style=\"text-decoration: underline;\"><strong><a href=\"https:\/\/advantage.factset.com\/hubfs\/Website\/Resources%20Section\/Research%20Desk\/Earnings%20Insight\/EarningsInsight_071825.pdf?hsCtaTracking=31d0f488-5c02-4193-b93b-f1708067f4fa%7Cb994622e-6b82-4c98-ad34-76c848088314\">FactSet<\/a><\/strong><\/span> tells us that so far:<\/p>\n<ul>\n<li>83% of S&P 500 companies have beaten earnings estimates<\/li>\n<li>83% have beaten revenue estimates<\/li>\n<\/ul>\n<p>So once again, the market braced for an awful earnings season and it's turning out pretty well.<\/p>\n<p>On June 30, Q2 earnings were estimated to grow by 4.9%.<\/p>\n<p>That number's since creeped up to 5.6% as better-than-expected reports keep rolling in.<\/p>\n<h2><strong>9. Fed Rate Cuts? Outlook Not So Good<\/strong><\/h2>\n<p>This week, FOMC Board Member Christopher Waller made waves by calling for a rate cut at the July 28-29 meeting.<\/p>\n<p>The market doesn't see that happening.<\/p>\n<p>The CME's Fedwatch tool shows a mere 4.7% probability of a July rate cut.<\/p>\n<p><a href=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-78007\" src=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7.png\" alt=\"\" width=\"1921\" height=\"1326\" srcset=\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7.png 1921w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-300x207.png 300w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-1024x707.png 1024w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-150x104.png 150w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-768x530.png 768w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-1536x1060.png 1536w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-80x55.png 80w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-220x152.png 220w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-145x100.png 145w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-217x150.png 217w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-345x238.png 345w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-601x415.png 601w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-706x487.png 706w, https:\/\/blog.t3live.com\/wp-content\/uploads\/2025\/07\/Economic-Data-Charts-7-862x595.png 862w\" sizes=\"(max-width: 1921px) 100vw, 1921px\" \/><\/a><\/p>\n<p>And September is not a done deal.<\/p>\n<p>The market is pricing in a 57.8% chance of a rate cut by September.<\/p>\n<p>Oh well.<\/p>\n<p>Surprises are fun!<\/p>\n<h2><strong>10. Trading Is Not About Lambos and Miami Mansions<\/strong><\/h2>\n<p>This week, we asked Sami Abusaad and JR Romero a simple question: what do you love about trading?Here's what they told us:<\/p>\n<p><iframe title=\"Why I Love Trading\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/VBtv6A8mB9Y?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><iframe title=\"Why Great Traders Are Psychotically Competitive\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/YMbSBlekzDk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>Have a wonderful weekend, friends!<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>What a week! We just saw: Record highs in SPY and QQQ Strong earnings from the likes of JP Morgan (JPM), Bank of America (BAC), and Netflix (NFLX) President Trump continue to harass Fed Chair Jerome Powell Federal Reserve governor Christopher Waller call for a July rate cut&#8230; which might be his official application for the Fed Chair job A shocking rally in what bears call &#8220;low quality&#8221; stocks And way, way more! So let&#8217;s dig into the 10 things you need to know about markets right now, starting with&#8230; 1. The Ultimate Trump Trade Just Won&#8217;t Quit We&#8217;ve talked a lot about the monster moves in stocks that benefit from financial market volatility, including: Robinhood (HOOD) Coinbase (COIN) Interactive Brokers (IBKR) Charles Schwab (SCHW) Webull (BULL) These stocks went WILD this week thanks to higher stock and crypto currency prices plus strong earnings from Interactive Brokers and Charles Schwab: Webull led the way with a 22% gain. So what are these stocks telling us? The market expects: Higher stock and crypto prices Strong volumes\u00a0 thanks to Trump-driven news flow. Keep these names on your radar. 2. Sentiment Is Bullish, But Not in a Crazy Way The latest AAII Sentiment Survey shows that 39.3% of investors are bullish. This is the third straight week of above-average bullish readings. Before this streak, the last such bullish reading was way back on January 30. And of course, we are well off the 19.1% lows from earlier this year. It goes to show &#8211; nothing brightens the mood like rising stock prices. So do these numbers indicate rampant bullishness? No. It&#8217;s common for bullish readings to go over 50% in strong markets. But do you know what does indicate rampant bullishness? This: 3. &#8220;Low Quality&#8221; Stocks Provide High-Quality Returns We screened for stocks with these attributes: Under $100 million in revenues Market cap over $2.5 billion We came up with 28 names: 27 of 28 were up this week with an average return of 13.3%. The bears will tell you that surges in low-quality stocks can be a sign of extreme froth. But remember, they&#8217;re only low quality if you&#8217;re not in them! But, our friend David Prince of T3 Live&#8217;s Inner Circle had something interesting to say on Thursday evening: 4. Listen to David Prince Now Here&#8217;s what he told us: Late stage bull markets are awesome and DANGEROUS\u2026 this is when 5 dollar stocks go to 20 in days. It\u2019s also why trying to call the top is a fool&#8217;s errand. Often the most money is made right here and now. Just remember when the music stops to have a chair waiting. \u2014 The Inner Circle Trading Group DP David Prince (@epictrades1) July 17, 2025 So what&#8217;s David saying? That this could be a dangerous time. But&#8217;s also a lucrative one &#8211; as you can see by the eye-popping moves in speculative stocks like Sharplink Gaming (SBET), Joby Aviation (JOBY), and Rigetti Computing (RGTI). These companies have questionable fundamentals, but sexy stories. And right, traders are buying stories. 5. Ethereum Screamed This week, the US Congress passed the &#8220;Genius Bill,&#8221; which regulates Stablecoins. This legislation is aimed at making Stablecoins safer for mainstream use. This gave Ethereum a big turbo-booster since it&#8217;s used in many Stablecoins. And Ethereum rose over 19% this week while Bitcoin slid off its peak: 6. This Week Is BIG We got a whole lot going on this coming week, including: Fed Chair Powell speaking at a conference in Washington DC The ECB rate decision Earnings from Tesla (TSLA), Alphabet (GOOGL), IBM (IBM), Intel (INTC), and other key names 2 US bond auctions And MORE! This is a big improvement from this week&#8217;s snoozefest (outside of President Trump&#8217;s antics, of course) So let&#8217;s talk about a funny thing we see with Tesla: 7. Tesla Keeps Getting Worse and Better \u00a0Tesla (TSLA) stock is up 31% over the past year. Yet its earnings estimates have dropped HUGE: What&#8217;s holding the stock up? 4 Words: &#8220;In Elon We Trust.&#8221; So here&#8217;s a possible scenario for earnings on Wednesday: Tesla delivers a tiny earnings beat, and the stock pops 10%. So it&#8217;s a good time to look at earnings season overall: 8. Earnings Season Is Going Better Than You Think We&#8217;ve yapped endlessly about how low expectations have been for Q2 earnings season. So how&#8217;s it going so far? Very well, thank you very much. FactSet tells us that so far: 83% of S&#038;P 500 companies have beaten earnings estimates 83% have beaten revenue estimates So once again, the market braced for an awful earnings season and it&#8217;s turning out pretty well. On June 30, Q2 earnings were estimated to grow by 4.9%. That number&#8217;s since creeped up to 5.6% as better-than-expected reports keep rolling in. 9. Fed Rate Cuts? Outlook Not So Good This week, FOMC Board Member Christopher Waller made waves by calling for a rate cut at the July 28-29 meeting. The market doesn&#8217;t see that happening. The CME&#8217;s Fedwatch tool shows a mere 4.7% probability of a July rate cut. And September is not a done deal. The market is pricing in a 57.8% chance of a rate cut by September. Oh well. Surprises are fun! 10. Trading Is Not About Lambos and Miami Mansions This week, we asked Sami Abusaad and JR Romero a simple question: what do you love about trading?Here&#8217;s what they told us: Have a wonderful weekend, friends!<\/p>\n","protected":false},"author":2,"featured_media":67239,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-77993","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles"],"_links":{"self":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/77993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/comments?post=77993"}],"version-history":[{"count":8,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/77993\/revisions"}],"predecessor-version":[{"id":78010,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/posts\/77993\/revisions\/78010"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/media\/67239"}],"wp:attachment":[{"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/media?parent=77993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/categories?post=77993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.t3live.com\/wp-json\/wp\/v2\/tags?post=77993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}