Producer Worth Inflation is available in tender… how Jonathan Rose’s subscribers simply made 700%… an enormous step ahead within the fintech house… learn how to take a look at drive a seasonality buying and selling software
In information that’s positive to please President Trump, this morning’s Producer Worth Index (PPI) confirmed wholesale costs have been flat in June – under expectations for a 0.2% improve.
Core PPI, which excludes risky meals and vitality parts, additionally got here in flat, lacking the identical 0.2% forecast.
Mixed with yesterday’s tame Client Worth Index (CPI) information, the takeaway is obvious: For now, tariffs are usually not reigniting inflation.
That would nonetheless change. Many companies stockpiled stock forward of key tariff deadlines… some are absorbing added prices and accepting slimmer margins… and value results could merely take extra time to point out up.
Nonetheless, this creates a thornier scenario for Federal Reserve Chairman Jerome Powell. Continued tender inflation offers critics extra ammunition, making his “wait and see” stance on rates of interest look more and more troublesome to defend.
All eyes now flip to July’s FOMC assembly two weeks from right this moment. As we famous in yesterday’s Digest, an rate of interest minimize isn’t possible. However as stress on Powell builds, we’ll be listening for brand spanking new clues concerning the timing of the primary minimize.
Right here’s the attitude of legendary investor Louis Navellier from this morning’s Growth Investor Flash Alert:
Now, due to all of the inflation information we’ve had this week, the consensus is the Fed is not going to be chopping once they meet on July 29. However they’ll most likely have a dovish FOMC assertion and doubtless sign a September fee minimize.
Clearly, President Trump needs fee cuts tomorrow principally as a result of the upper charges are hurting the housing market and different components of our financial system which might be interest-rate delicate.
So, he’s most likely going to stay on his marketing campaign about how horrible Jerome Powell is though he appointed him.
Now, when Louis recorded his market replace, he possible wasn’t conscious of simply how true his phrases can be…
Later this morning introduced one other twist within the Trump‑Powell saga – a potential firing of Powell.
Preliminary experiences urged that President Trump was “possible” to fireside Fed Chair Powell. However shortly afterward, Trump shot it down, calling a firing “extremely unlikely” except fraud is concerned.
For now, Powell’s job appears to be like secure. Nonetheless, with Trump remaining extremely vital of Powell’s rate of interest insurance policies, this drama seems removed from over.
We’ll report again.
A few of our InvestorPlace subscribers simply made about 700% returns in simply over two weeks
I need to present you ways, then put a copycat commerce in your radar that’s dwell right this moment.
Simply over two weeks in the past, veteran dealer Jonathan Rose despatched his Superior Discover subscribers a commerce advice:
We’re seeing lots of bullish UOA in [this particular stock] hit the tape within the wake of the latest sell-off, closing under the weekly anticipated transfer.
Let’s bounce on the $37 strike calls and get in place to capitalize on the rebound.
To ensure we’re all on the identical web page, “UOA” stands for Uncommon Choices Exercise – that’s the guts of Jonathan’s buying and selling method in his buying and selling service Superior Discover.
In the event you’re new to the Digest, Jonathan minimize his enamel on the ground of the Chicago Board Choices Alternate, squaring off in opposition to a number of the most aggressive merchants on the earth. Throughout that point, he discovered a buying and selling axiom that’s helped him pull thousands and thousands of {dollars} out of the market along with his personal buying and selling…
If you wish to know the place the market’s headed, observe the good cash.
To do that, Jonathan constructed a scanner to detect unusually giant choices trades – usually the footprints of institutional gamers inserting high-conviction bets.
Repeatedly, these trades have foreshadowed main value strikes earlier than they hit the mainstream radar. For merchants who see them, and place themselves accordingly, it may end up in quick triple-digit buying and selling returns.
And that brings us to about two weeks in the past…
On Monday 6/30, Jonathan despatched out a commerce alert after his scanner picked up MP Supplies (MP)
If MP sounds acquainted, it’s as a result of Louis Navellier gave it away as a free bonus decide throughout his latest dwell broadcast.
Louis was urging traders to get into main uncommon earth parts (REE) shares because the U.S./China AI warfare heats up.
Final Thursday – the week after Jonathan’s commerce alert – the Pentagon introduced a $400 million funding into MP Supplies, immediately positioning the corporate as a strategic nationwide safety play. It despatched the inventory hovering 51% on Thursday, and Jonathan’s subscribers deep into the inexperienced.
Let’s rewind to final Thursday’s Digest:
This morning, subscribers to Jonathan Rose’s Superior Discover service, who adopted his recommendation, banked about 534% on certainly one of their MP Supplies name choices…
In the event you’re fortunate sufficient to attain a 500%+ return in a couple of week, many traders would discover it close to unattainable to not take all their chips off the desk. And for good purpose…
- A brand new headline may reverse the latest positive aspects…
- The danger of a pointy pullback is excessive given different fortunate merchants who mighty select to take their earnings…
- Choices are risky and will lose worth for all kinds of causes…
- Timeworn buying and selling knowledge urges traders to not get too grasping.
Alternatively, “fortune favors the daring” …
Jonathan’s subscribers navigated this pressure by locking in a few of their 534% earnings by promoting – but holding a remaining portion of the commerce open simply in case lightning struck twice.
Seems, this was the best name.
Let’s go to yesterday’s commerce alert from Jonathan:
The hits carry on coming for MP…
[Yesterday] morning tech large Apple introduced it can one-up the DoD with a $500 million funding of its personal. The information prompted shares of MP to leap one other 10%, above the $54 mark.
With shares buying and selling at file highs, and almost maxing out our name unfold, it’s time to move for the exits.
The official return on this tranche of Jonathan’s commerce clocked in at 700%. An enormous “congratulations” to all of the Superior Discover subscribers.
This can be a nice illustration of the facility of following the massive cash within the choices market.
A brand new REE commerce that has copycat potential
Yesterday, Jonathan despatched a brand new All-Entry Bonus Commerce Alert to his Masters in Buying and selling All Entry subscribers.
He was form sufficient to let me share the title with our broad Digest file. However let me make clear: in the event you resolve to commerce this inventory, be good – don’t overextend your self.
Jonathan is recommending that his subscribers place a particular, risk-defined commerce. And that’s the hallmark of professional merchants: threat mitigation.
With that stated, right here’s Jonathan:
NioCorp Developments Ltd. ($NB) is one other uncommon earth minerals firm sitting on the coronary heart of one thing huge.
They’re advancing a vital minerals venture in Nebraska — identical to we’ve seen with MP and TMC, demand for them is spiking in protection, vitality, and the AI growth.
The U.S. needs to safe provide onshore, and that places firms like NioCorp within the highlight.
In the event you’re on the lookout for what may very well be the market’s subsequent main in a single day winner, think about your self within the loop. We’ll circle again on how this performs out.
To study extra about how Jonathan capitalizes on these institutional cash flows in Superior Discover, click here.
Persevering with with “buying and selling,” let’s profile our subsequent “buying and selling collection” installment
Over the previous month, we’ve spotlighted a number of totally different buying and selling methods – every providing a novel edge in right this moment’s risky markets.
We’re doing this collection as a result of buying and selling is not non-obligatory for the fashionable investor. In a yr marked by outsized market swings, having tactical instruments like buying and selling in your arsenal may be the distinction between outperforming and lagging.
Immediately, let’s zoom out and take a 30,000-foot view of a brand new technique: sample buying and selling – particularly, seasonal buying and selling.
To ensure we’re all on the identical web page, seasonal buying and selling depends on calendar-based patterns that are inclined to repeat. These developments emerge throughout asset lessons and indexes, giving merchants a possible edge when timed accurately.
Some of the well-known examples is “Promote in Could and go away” (to date, not an incredible concept this yr).
However whereas some broad seasonal developments have labored nicely traditionally, they pale compared to what information and know-how at the moment are enabling.
Given developments in know-how, traders have an entire new world of seasonal buying and selling alternatives
Immediately, we’ve got the computing energy to detect repeatable patterns not simply throughout indexes – however all the way down to particular person shares.
To discover this additional, let’s usher in Keith Kaplan, CEO of our company associate TradeSmith, one of the superior quantitative investing corporations on the earth.
Keith and his workforce of quants have created a seasonality buying and selling software that identifies the precise days to purchase and promote a inventory based mostly on its distinctive, historic patterns. It’s an enormous step ahead within the fintech house.
Right here’s Keith:
Our algorithm runs 50,000 assessments a day to research each inventory within the main indexes and 0 in on those with the strongest seasonality developments…
Some shares commerce so persistently—rising or falling throughout particular home windows, yr after yr—you could map out a yr’s price of nice trades.
Seems shares have their very own “seasons” to rise or fall. A type of summer season… and a type of winter, too. Repeating yr after yr.
And people seasons present a strong edge over most traders.
For instance, let’s take a look at Amazon (AMZN).
TradeSmith’s Seasonality software exhibits that yearly during the last 15 years, Amazon inventory has risen from Could 24 by July 13 with a mean return of +10.2%.
And this yr, that sample not solely held, however did even higher. In the event you traded the identical window in 2025, Amazon delivered a fair stronger return: +11.9%.
Another example comes from Hasbro (HAS).
TradeSmith’s information recognized the most effective window to personal it as April 14–27.
The inventory has averaged a +6.7% return throughout this stretch. Right here in 2025, regardless of market turbulence, it climbed greater than 13% in that precise timeframe.
I’ll add that the tool works on specific stocks, indexes, even currencies and commodities.
This style of trading is effective for investors who want to outsource their markets decisions to data and algorithms
If you tend to second-guess your trades – or if you’d rather rely on historical data and machine-calculated logic – this strategy might be a good fit.
It’s also ideal for those who prefer shorter holding periods, ranging from just a few days to a couple of weeks.
For example, Keith provided a list of recent triple-digit winners from the seasonality tool with hold-periods ranging from 14 days to 23 days.
The best way to determine whether this tool fits your trading needs is to give it a test drive
That way, you can get a sense for what it can do, and how it might complement your own trading approach.
Next Tuesday, July 22 at 10 a.m., Keith is holding a webinar to walk through all the features of seasonality tool. When you register to join (by clicking here), you’ll get free entry to it.
So, we invite you to strive it out for your self after which resolve whether or not it’s a very good match.
Again to Keith:
This isn’t about attempting to foretell the longer term… or pretending we will assure returns.
It’s about discovering patterns that tilt the chances in your favor—then appearing on them with the type of chilly, calculated logic…
Backside line: In the event you’re wanting so as to add analytical firepower to your buying and selling, this can be a platform price exploring.
What the seasonality predicts is coming for the broad market
Later this week, we’ll dive into what the seasonality software predicts is on the best way for the inventory market as we method the autumn.
Briefly, there’s volatility on the horizon with implications for learn how to place your portfolio. Extra particulars to return…
For now, click here to reserve your spot for the webinar with Keith, then begin enjoying round with the seasonality software.
Have a very good night,
Jeff Remsburg
