LWAYS OPEN
As search and rescue operations continue in flood-stricken Texas—with at least 82 confirmed dead and more missing—questions about the National Weather Service’s readiness are already becoming political. The flooding, which swept through an all-girls camp in Kerrville and surrounding areas, has put America’s disaster preparedness in the spotlight, and with a fresh flood watch extended through Monday evening, the tragic toll may still rise.
Global markets opened the week with renewed caution. Stocks slipped while the dollar gained ground, as investors responded to growing geopolitical and trade concerns. Former President Donald Trump intensified his rhetoric ahead of the July 9 tariff deadline, warning that any nation aligning with BRICS—Brazil, Russia, India, China, and South Africa—could face a new 10% penalty on goods entering the U.S. Letters detailing these new tariff plans are set to be sent out today to as many as 15 countries. While Treasury Secretary Scott Bessent hinted that some extensions could be granted, the tone was unmistakably aggressive.
Tensions also deepened in the corporate and tech sectors. Elon Musk’s creation of a new “America Party” sparked a sharp exchange with Trump, who dismissed the move as “ridiculous.” Tesla shares took another hit, with analysts now publicly questioning Musk’s focus amid the company’s ongoing challenges. Meanwhile, Apple is appealing a massive €580 million EU fine over App Store practices, and TikTok is reportedly working on a U.S.-compliant version of its app ahead of a possible forced sale.
Final Resurrection Ltd. and the TITAN Options Circle are monitoring these macro events closely. With trade war risks resurfacing and tech volatility returning, the week could bring both danger and opportunity in equal measure. Staying flexible— and informed — remains key.