|
|
🔔 After the Closing Bell |
We come to you AFTER today’s closing bell, much later than usual, because this afternoon featured the long awaited Fed Decision, which has significant short and long term impact on investment opportunities…
Fed Chair Powell declined to cut rates again despite pressure from President Trump. |
The markets remained mostly neutral despite a bearish news day. More on the Fed Decision and today’s big headlines below… |
Fed Chair Powell is taking a “middle of the road” approach, lowering their GDP outlook and saying that he does see higher inflation coming due to tariffs and the economy slowing overall. US consumer spend is also continuing to fall for the 2nd consecutive month which is a bearish signal. Continued uncertainty with the Iran-Israel conflict and if there’s going to be US involvement (likely bearish) or a deal (likely bullish) should be closely monitored as it relates to short term investment decisions.
|
In times like these, we again urge diversification and considering alternative investments. |
Today’s sponsor is creating a new lane in the alternative investment space, bringing venture-style opportunities to all. Historically, venture returns can be mixed and risky, but when they hit they really hit, with many success stories seeing 10x-100x returns, sometimes even more…
Now, for more about today’s sponsor Doriot and their VentureStaking opportunity… |
|
Introducing VentureStaking™ |
Own the option to invest in tomorrow’s unicorns. |
What if you could invest in the world’s best startups with 90% less risk than the traditional VC model? |
That’s the promise behind VentureStaking™ — a patent-pending model from Doriot. |
It’s like buying call options on founders’ ambition. |
|
|
|
VentureStaking™ is an innovative new concept that grants you the right to invest in a startup later. |
The platform has not launched yet |
You cannot sign up for an account or start investing yet. What you can do today is purchase a VentureStake™ in Doriot itself, betting on founder Gerry Hays’ ambition to make venture universally accessible and winnable. |
In other words, Doriot is the first startup to launch a VentureStaking™ round. |
How it works |
Buy a VentureStake™ in Doriot today ($10 —$1,000) and lock in a guaranteed allocation in future equity rounds at 10x your stake. You risk 10% upfront, holding back 90% to wait, watch, and choose whether to keep betting — just like poker.
|
Express interest + ask questions |
Clicking the button below will: |
Take you to an Expression of Interest form Give Doriot permission to email you
|
Express interest in VentureStaking™ → |
Both accredited and non-accredited investors OK. |
|
📰 Market Headlines |
|
US stocks slipped Tuesday after President Trump called for Iran’s “unconditional surrender” and warned his “patience is wearing thin.” |
The Dow dropped around 0.7%, while the S&P 500 and Nasdaq Composite fell more than 0.8% and 0.9%, respectively. Today, Wednesday, was mostly neutral with the S&P down 0.09% as of the writing of this email.
|
GM unveiled its quickest Corvette ever, a hybrid "hypercar" called the ZR1X with 1,064 horsepower and 828 lb-ft of torque, hitting 0-60 mph in under two seconds. |
The SALT deduction fight flared up as the Senate's version of President Trump's spending package proposed a $10,000 cap. |
New York City Comptroller Brad Lander was arrested by ICE agents while escorting a defendant from immigration court. |
|
😱 Fear and Greed Index |
|
🧠 Make yourself heard |
Are you interested in private business investments as part of your portfolio? |
|
|
🤖 AI/Future/Tech News |
A report commissioned by California Governor Gavin Newsom warned that AI could cause irreversible harm without proper safeguards. Adobe rolled out Firefly on mobile for Android and iOS, adding support for third-party models from Runway, Luma, Pika, and Ideogram. Nabla, an AI copilot for doctors, secured $70 million in Series C funding to expand its agentic AI platform. Gryphon AI unveiled a new strategic product launch for its SaaS platform, which the company claims provided a 173% increase in customer reach.
|
|
🪙 Crypto | The Senate moved to pass the GENIUS Act, a stablecoin bill that added new disclosure and anti-corruption rules after weeks of negotiations. Kraken teamed up with Alpaca, giving Alpaca’s five million users access to over 370 crypto assets. Coinbase sought SEC approval to offer blockchain-based equities, aiming to compete with retail brokers. The US Department of Justice snatched $7.74M in crypto and NFTs tied to a North Korean scheme using fake IT workers to infiltrate.
|
|
|
|
⚔️ Trade wars |
South Korea rolled out a task force led by Trade Minister Yeo Han-koo to negotiate with the United States on tariffs affecting autos, steel, and semiconductors. Taiwan’s Commerce Ministry blacklisted Huawei and SMIC, requiring Taiwanese firms to secure permits before exporting goods to the Chinese tech giants.
|
|
💡 Ideas, trends, and analysis |
54% of asset managers expected international stocks to be the top-performing asset class over the next five years, compared to just 23% for US equities. Amazon CEO Andy Jassy said AI cut headcount as the company leaned into generative tools. Social media toppled TV as the main news source in the US.
|
|
|
|
🌍 International Markets | | 🇮🇳 Indian farmers expanded rice planting by 13.3% compared to last year, covering 453,000 hectares as of June 13, while pulse crop area climbed 18% to 307,000 hectares according to the agriculture ministry. 🇯🇵 The Bank of Japan announced plans to curtail government bond purchase reductions to 200 billion yen quarterly starting April 2026.
|
|
|
|
🎤 What you said last time |
|
“Real Estate. Always. (if you can afford to own any at this point). It seems the investors who started pre-2020 have the funds to buy more at these higher prices, while everyone else who has wanted to can't buy in. In addition to people just wanting to own a home. Everything's effed.” |
|
🚚 Market movers |
EU antitrust regulators set July 22 as the decision date for the Universal-Downtown deal. Anysphere rolled out a $200 subscription for its Cursor AI coding tool, reporting $500 million in annualized recurring revenue. Intel said it would cut 15% to 20% of its Foundry staff in July.
|
|
📊 Earnings this week |
|
|
📢 We want to hear from you |
We love hearing from you, and we deeply appreciate your feedback. |
⭐️ What did you think of today's edition? |
|
|
📺 What to watch today |
 | China tests crew escape system for next-gen Mengzhou spacecraft |
|
|
That’s all for today. Did I miss anything? Smash the reply button to let me know. | Cheers,
Brandon with Stefan & Wyatt |
|
|
|
|
