🔔 Morning Setup You Don’t Want to Miss

Trade Talk Heats Up, So is this Stock...

July 13, 2025

Good evening, Folks,

Just a quick dispatch as I take a break from the brutal heat in Virginia. 🥵

First, a special notice that I will be opening up my Bullseye Session tomorrow (Monday) at 11AM EST for the “Old Schoolers of A.I.” Make sure to join me in this room to hear about what a decade+ of A.I. experience has translated into for traders.

And second, It’s looking like tariffs will once again be the talk of Wall Street after President Trump announced 30% tariffs on goods from the EU and Mexico, effective August 1.

Imports from the EU and Mexico added up to just over $1 trillion in 2022, so we’re not talking small potatoes.

That adds to the 23 tariff letters the President has sent to other countries, and he also said he’ll be raising the global baseline rate from 10% to 15% or 20%.

The fact that inflation and unemployment have stayed low — and economists see that remaining the case, according to a Wall Street Journal survey — means the President can flex more justifiably now than in April

As of now, the only post-Liberation Day deals we’ve reached are with the UK and Vietnam — and even those are preliminary.

We’ll see how the markets react tomorrow, but as of now things are pretty muted.

My sense — and the markets seem to agree — is that these threats are just meant to drive harder bargains and create some urgency.

In any case, I think investors still have April fresh in their memory and are hesitant to panic-sell as the Art of the Deal unfolds.

I’m ready to hit the ground running tomorrow morning…

Nine of my last 11 “tactical trade” ideas have reached double-digit territory on the days of my alerts, and Friday’s idea peaked at 23% before ultimately closing up 9%.

The stock I’m looking at for tomorrow is a pure momentum play. It’s up 198% from its April 9 low, including a 49% gain so far in July.

I’ve alerted this stock a few times in the past with great success. It’s one of the most fun little companies out there.

I’ll break it all down in my morning email, so be on the look for it before the bell. 🔔

In the meantime, have a great rest of your Sunday!

To Your Success,

P.S. Final reminder to get $17.76 Independence Day pricing for JW’s TOP option pick - drops tomorrow at 9AM EST in just…

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