PELOSI BUYS $BE BLOOM ENERGY & INTEL $INTC INTEL.
- 15K shares of $BE and 100 calls with $100 strikes expiring 6/17/27
- 10K shares of $INTC and 50 calls with $50 strikes expiring 6/17/27
She made these buys from July 24th - July 28th.
BREAKING: Trump is set to impose a new 7.5% tariff on Chinese goods, raising the U.S. baseline tariff on China to 20%, per Bloomberg
What makes this interesting is the timing: the move comes just one month before Trump’s September 24 meeting with Chinese President Xi Jinping.
China has also imposed retaliatory tariffs on U.S. goods, raising the stakes heading into the talks.
THIS IS MASSIVE
🇺🇸 The US Treasury is considering using nearly $1 Trillion of its own funds to buy back bonds.
This pumps liquidity straight into the markets, which is bullish for crypto, gold and stocks.
BREAKING: Over HK$177.5B wiped out from Hong Kong stocks as the HSI falls -2%, with Alibaba crashing -10% after pricing a HK$80B ($10.2B) share placement at a discount to fund AI infrastructure.
BREAKING: Hedge funds posted their largest weekly sale of US equities last week since the week of “Liberation Day” in April 2025.
This marks a sharp reversal after 3 consecutive weekly purchases.
Single stocks accounted for ~53% of total sales, one of the highest readings over the last year.
9 of 11 sectors were sold, led by Information Technology, Industrials, Utilities, Health Care, and Materials.
Only Energy and, to a lesser extent, Consumer Discretionary saw purchases.
Meanwhile, macro products, such as index futures and ETFs, accounted for ~47% of total sales, with US-listed ETF shorts modestly increasing last week, and snapping a 6-week streak of short covering.
Hedge funds are rapidly unwinding their bullish bets on US equities.