FEATURED: Stop Overpaying for Home Insurance (Financebuzz)

• Kyiv is allocating $6.2 million to the drone interceptor program development
• Rubio meets China's Wang in Malaysia amid escalating trade tensions
• Security and trade focus as Australia PM Albanese heads to China visit
• Germany plans additional 15 F-35 fighter jet purchases, according to reports
• South Korea, Japan, and the US conduct a joint air drill as defense chiefs meet
• Trump confirms US weapons supply to Ukraine via NATO channels
• Finland notifies UN of withdrawal from landmine ban treaty
• Kenyan president approves new officials for the elections body leadership
• Positive trend in Russia-US relations continues, according to Moscow
• Zelenskiy discusses war supplies and Russia sanctions with US lawmakers

Byrna Technologies (NASDAQ: BYRN) Byrna Technologies posted 41% revenue growth in Q2 2025 to $28.5M, driven by its Compact Launcher and expanding retail footprint. All company stores are profitable, and partnerships are growing. Management sees 25–40% annual growth ahead, supported by new products and a recurring revenue model despite some consumer softness. (Price at call: $28.38, Week high: $34.30, Current price: $25.42, Analyst expectation: $34)

Bristol-Myers Squibb (NYSE: BMY) Bristol Myers Squibb trades at a steep discount despite patent cliff worries. Only half of Eliquis revenue impacts BMY, and Celgene amortization will drop, adding ~$2.60 to EPS by 2026. With $13B+ in cash flow, BMY can fund buybacks, debt reduction, and R&D. Growth drugs and the $11B BioNTech deal strengthen its rebound story. (Price at call: $47.66, Current price: $48.52, Analyst expectation: $54)

CAVA Group (NYSE: CAVA) CAVA is emerging as a “mini-Chipotle,” hitting $1B in revenue with 28% growth and four straight quarters of positive free cash flow. Its unit economics rival Chipotle’s, yet it has only 400 locations vs 4,000—leaving huge expansion potential. Q1 same-store sales rose 10.8% with strong traffic gains. With zero debt and $370M cash, CAVA is well-funded to scale and dominate the Mediterranean fast-casual space. (Current price: $90.48, Analyst expectation long term: $140)

Crypto Momentum Acceleration: Bitcoin's $118K breakthrough creating institutional FOMO as stablecoin legislation approaches. Recipe: Consider exposure to crypto infrastructure plays and mining companies benefiting from institutional adoption. Coinbase, MicroStrategy, and major miners are positioned for continued momentum as regulatory clarity improves.

Canadian Trade War Escalation: 35% tariff on northern neighbor represents significant escalation affecting $800B+ bilateral trade. Recipe: Monitor Canadian-exposed companies for supply chain disruption and cost inflation. Energy, lumber, and agricultural sectors are particularly vulnerable to retaliatory measures.

Bank Earnings Valuation Risk: Major lenders reporting next week with stocks at stretched valuations after a 9.6% first-half rally. Recipe: Exercise caution with bank exposure as HSBC analysts downgrade JPMorgan, Goldman, and Bank of America, citing rich valuations. Earnings need to exceed high expectations for continued outperformance.

Cannabis Regulatory Tailwinds: Sector rally suggests policy environment shift supporting federal legalization momentum. Recipe: Consider selective exposure to multi-state operators and ancillary businesses positioned for federal reform. State-level expansion providing near-term growth catalysts.

Fast-Casual Consolidation Opportunity: CAVA's Chipotle-like success model demonstrates a scalable format for ethnic cuisines. Recipe: Screen for differentiated restaurant concepts with strong unit economics and expansion potential. Mediterranean, Asian, and other ethnic fast-casual brands with proven models offer growth exposure.

Gold has already taken Wall Street by surprise...

During Trump's first term, it shot up by 53%.

And it has crushed the market nearly 3-to-1 since the start of the 21st century.

But that's just a drop in the bucket compared to what one expert expects gold to do next...

$22,227 an ounce.

Why such a huge jump?

Because of the three simple charts shown right here.

USD News

• Federal Budget Balance – Actual: -41.5B | Forecast: -316.0B

Major Bank Week Preview:

Wall Street's biggest players are reporting Q2 results starting Tuesday, with stretched valuations creating high expectations. Here's the appetizer menu:

• JPMorgan Chase: EPS $4.48 vs $4.40 year-ago, Revenue $43.9B vs $50.2B, Net Interest Income $23.6B vs $22.9B
• Bank of America: EPS $0.86 vs $0.83, Revenue $26.75B vs $25.38B, Net Interest Income $14.84B vs $13.7B
• Wells Fargo: EPS $1.41 vs $1.33, Revenue $20.76B vs $20.69B, Net Interest Income $11.9B vs $11.92B
• Goldman Sachs: EPS $9.59 vs $8.62, Revenue $13.45B vs $12.73B
• Citigroup: EPS $1.61 vs $1.52, Revenue $20.96B vs $20.1B, Net Interest Income $14.1B vs $13.49B
• Morgan Stanley: EPS $1.96 vs $1.82, Revenue $16B vs $15B

Banking Sector Focus:

Investors are watching for dealmaking outlook, net interest income trends, and trading revenue strength. Regulatory environment improvements under Trump appointees support sector optimism, but valuations stretched after a strong rally.

China Side Hustle Economy: Hunan province approving government officials pursuing part-time jobs as the sluggish economy forces salary cuts. Officials can drive, write novels, or teach fitness as long as no conflicts of interest exist.

IEA Oil Supply Boost: The International Energy Agency is raising its 2025 supply forecast by 300K bpd to 2.1M daily increase after OPEC+ production hikes. Demand outlook trimmed as recent oil use significantly slowed.

Korean Air Cargo Decline: South Korea's largest airline reports 4% Q2 cargo revenue drop amid volatile US tariff policies. E-commerce volumes from China previously drove growth now face headwinds.

China GDP Slowdown Expected: Economists forecasting Q2 growth cooling to 5.1% from 5.4% Q1 pace as trade tensions add deflationary pressure. Policy stimulus expectations are rising for the second half support.

Copper Tariff Mining Impact: Barrick CEO says long-term trajectory unchanged despite 50% US levy creating short-term volatility. Chile suppliers are likely shifting volumes elsewhere as US prices surge.

Pandora China Restructuring: Danish jeweler exploring five-year brand licensing deals with China partners after years of plunging sales. Consumer malaise and property crisis are hitting multinational companies hard.

UniCredit Commerzbank Persistence: Italian bank CEO refusing German government advice to abandon takeover plans. "We were invited in September, not clear why we should go away now," despite an unfriendly reception.

US-Korea Shipbuilding Alliance: Washington urging Seoul cooperation, countering China's maritime dominance through potential industry partnership. Strategic cooperation conditions bilateral shipbuilding measures.

Malaysian Chip Investment Freeze: Semiconductor companies are pausing expansion plans, awaiting clearer US tariff guidance beyond the August 1st deadline. Industry is hoping for continued exemptions from levy threats.

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Crypto Stocks Rally Feast: Bitcoin miners and exchanges exploding as flagship crypto hits $118K+ all-time high. HIVE Digital (+7%), MicroStrategy (MSTR +3%+), CleanSpark (CLSK +3%+), Coinbase (COIN +3%+), and MARA Holdings (MARA +3%+) all feasting on institutional interest and Trump administration crypto support. Analyst bite: Stablecoin bill passage next week potentially catalyzing broader adoption.

Levi Strauss (LEVI ⬆️ 7%): Denim giant serves up delicious Q2 beat with revenue rising 6% to $1.4B, beating $1.37B estimates. Organic DTC sales surge 10% now representing half of total revenue, while gross margin expands 140bp to 62.6%. Raised FY2025 outlook with revenue growth of 1-2% and EPS $1.25-1.30. Analyst bite: Direct-to-consumer transformation driving margin expansion.

PriceSmart (PSMT ⬆️ 7%): Warehouse club operator delivers 7.1% revenue growth to $1.32B with comparable sales up 7% at mature locations. Evaluating Chile market expansion for multiple warehouse clubs while scouting sites for distribution facilities. Analyst bite: International expansion providing growth runway in warehouse retail format.

Tesla ETFs Surge: Leveraged Tesla products getting appetite boost with Leverage Shares 2X Long (+9.54%), GraniteShares 2x Long (+9.46%), and Direxion Bull 2X (+9.42%) all rallying. EV optimism is returning despite broader tariff concerns affecting the auto sector. Analyst bite: Technical momentum building in high-beta EV exposure.

Cannabis ETFs Rally: Roundhill Cannabis ETF (+13.28%) and AdvisorShares MSOS Leveraged (+12.81%) leading sector gains as regulatory optimism builds. State-level legalization momentum and potential federal policy changes are driving renewed interest. Analyst Bite: Political Environment Shift Supports Cannabis Investment Thesis.

Cybersecurity Declines: Palo Alto Networks (-13.32% via Direxion Bull 2X), CrowdStrike (-9.45% via GraniteShares 2x Long), and the broader security sector are facing pressure. Valuation concerns and competitive dynamics weigh on high-growth cybersecurity names. Analyst bite: Sector rotation away from premium-valued security stocks.

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ETF Gainers:

• Roundhill Cannabis ETF (⬆️ 13.28%): Marijuana sector getting fresh appetite
• AdvisorShares MSOS Daily Leveraged ETF (⬆️ 12.81%): Cannabis leveraged enthusiasm
• Leverage Shares 2X Long TSLA Daily ETF (⬆️ 9.54%): Tesla momentum returning
• GraniteShares 2x Long TSLA Daily ETF (⬆️ 9.46%): EV optimism getting double exposure
• Direxion Daily TSLA Bull 2X Shares (⬆️ 9.42%): Electric vehicle bulls feasting

ETF Losers:

• MAX Airlines -3X Inverse Leveraged ETN (⬇️ 14.27%): Airline pessimism backfiring
• Direxion Daily PANW Bull 2X Shares (⬇️ 13.32%): Cybersecurity is getting a reality check
• GraniteShares 2x Long VRT Daily ETF (⬇️ 12.28%): Virtual reality losing virtual gains
• GraniteShares 2x Long CRWD Daily ETF (⬇️ 9.45%): CrowdStrike momentum fading
• GraniteShares 2x Short TSLA Daily ETF (⬇️ 9.44%): Tesla bears getting squeezed

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🥡 Georgia Republican Accused of $140 Million Ponzi Scheme: Federal officials allege prominent Republican Brant Frost IV defrauded 300 investors, diverting over $19 million for personal use and political contributions, even after the SEC began its investigation—What does this mean for the trust in investment opportunities?

🥡 Ford Recalls Over 850,000 Vehicles in US for Fuel Pump Failure: The automaker is recalling a wide range of its 2021-2023 Ford and Lincoln models due to a low-pressure fuel pump issue that could cause engine stalls and increase crash risks—Are you checking for potential warnings in your vehicle?

🥡 Dams Shift Earth's Poles: New research reveals that the massive volume of water held by dams built since 1835 has redistributed enough mass to cause Earth's poles to "wobble" and shift—What does this unexpected finding tell us about humanity's geological impact on our planet?

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For more information and to verify the accuracy of the claims made in this email, please consult the following reliable sources:

• Kyiv to allocate $62 million to drone interceptor program – Reuters
• Rubio to meet China’s Wang Yi in Malaysia amid trade tension – Reuters
• Security, trade in focus as Australia’s PM Albanese heads to China – Reuters
• Germany plans to buy additional 15 F-35 fighter jets – Politico – Reuters
• South Korea, Japan, U.S. conduct air drill as defense chiefs meet – Reuters
• Ukrainian air defences repel Russian drone attack on Kyiv – Reuters
• Finland notifies UN of withdrawal from landmine ban treaty – Reuters
• Kenyan president approves new officials to head elections body – Reuters
• ‘Positive trend’ in Russia-U.S. relations continues, Moscow says – Reuters
• Zelenskiy discusses war, supplies, Russia sanctions with U.S. lawmakers – Reuters
• Stock Movers: What’s Hot Today – Barron’s
• Bank Stocks: What to Expect from Earnings – Barron’s
• Byrna projects 25–40% annual growth while expanding retail footprint – Seeking Alpha
• Byrna Technologies Q2 2025 Earnings Call Transcript – Seeking Alpha
• Byrna beats earnings and revenue estimates – Seeking Alpha
• Biggest Stock Movers Friday: Crypto Stocks and More – Seeking Alpha
• S&P 500, Nasdaq, Dow Jones: Market Outlook – Seeking Alpha
• Cava looks more like a mini Chipotle – Seeking Alpha
• Japan’s MUFG to expand securitization business in North America – Seeking Alpha
• U.S. urges South Korea to counter China’s shipbuilding dominance – Seeking Alpha
• Malaysian chipmakers freeze expansion amid U.S. tariff uncertainty – Seeking Alpha
• Nvidia CEO Jensen Huang meets Trump at White House – Seeking Alpha
• Bitcoin hits all-time high of $117K as crypto rally gains momentum – Seeking Alpha
• Chinese province says it’s OK for officials to own businesses – Yahoo Finance
• IEA boosts 2025 oil supply forecast – Yahoo Finance
• Korean Air’s quarterly cargo revenue drops – Yahoo Finance
• China’s GDP growth set to slow – Yahoo Finance
• Copper’s positive long-term trajectory remains – Yahoo Finance
• Exclusive: Pandora exploring ways to restructure – Yahoo Finance
• UniCredit CEO says no plans to buy MPS – Yahoo Finance

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