TRUMP ON JULY 9 TARIFFS DEADLINE: NOT THINKING ABOUT EXTENDING

TRUMP: DOUBT WE'LL HAVE DEAL WITH JAPAN

TRUMP SUGGESTS JAPAN COULD PAY 30% OR 35% TARIFF

Update on SPY Challenge and Training

Hello everyone,

We're excited to announce that all 10 planned slots for the SPY Challenge and training have been filled. Given the current batch of 10 members from the training, we'll be working with a total of 20 members until Jan '26.

Key Updates:

- We'll focus on these 20 members until Jan '26.
- After Jan '26, we'll open up slots for new members.
- Progress updates will be shared periodically in the myspyoptions Telegram channel and WhatsApp groups.

Stay tuned for updates and let's work together towards our goals!

https://chat.whatsapp.com/LRvprBPFmuO99XERZhW9CE


Join the WhatsApp group

- I'll keep you updated about SPY Challenge Group updates every 3 months.
- Next SPY Challenge Group starts in Jan '27 or Apr '27.

Please make sure to join, as I'll be posting market insights, breaking news, and occasional alerts there from time to time.

TRUMP: THE ONE BIG BEAUTIFUL DEAL IS ALL ABOUT GTOWTH. IF PASSED, AMERICA WILL HAVE AN ECONOMIC RENAISSANCE LIKE NEVER BEFORE. IT IS ALREADY HAPPENING, JUST IN ANTICIPATION OF THE BEAUTIFUL BILL. DEFICIT CUT IN HALF, RECORD INVESTMENT — CASH, FACTORIES, JOBS POURING INTO THE USA. MAGA!!! - TRUTH SOCIAL

#URI now $785

TRUMP: Vietnam will pay the United States a 20% Tariff on any and all goods sent into our Territory, and a 40% Tariff on any Transshipping.

#EVR now $280+ near 1st target. Our average entry price $231. Modifying stop loss below $270

#CACI $487 buying 50% here and 50% at $440 target $580, $650 and $$754 stop loss below $420

/MNQ bought 2 days back, almost 200 points

BIG EVENTS COMING TODAY:

—U.S. House Voting on Trump's Big Beautiful Bill (Final vote expected early thursday morning)

—U.S. June NFP:
*Est.: 110K, Prev.: 139k
*MS: 140k
*JPM: 125k
*BBG Survey: 106k
*Jefferies: 100k
*BofA: 95k
*GS: 85k

SPX implied Move:
*>125k: up +0.75%-1.5%
*100k-125k: Bass Case
*<100k: down 0.25%-3%

*Unemployment Rate
*Jobless Claims
*ISM Services PMI

ICYMI:
*U.S. lifted restrictions on exports to China for chip design software developers and ethane producers following the Trade Deal.

*Trump said Powell “should resign immediately, it's “Too Late”

/MNQ another entry 1 hour back

*US JUNE UNEMPLOYMENT RATE 4.1%; EST. 4.3%

RATE FUTURES TRADERS EXIT BETS ON JULY FED RATE CUT AFTER JOBS REPORT

HUGE BEAT:

NONFARM PAYROLLS 147K, EXP. 106K, LAST 139K

UNEMPLOYMENT RATE 4.1%, EXP. 4.3%, LAST 4.2%

US UNEMPLOYMENT RATE (JUN) ACTUAL: 4.1% VS 4.2% PREVIOUS; EST 4.3%

US INITIAL JOBLESS CLAIMS ACTUAL: 233K VS 236K PREVIOUS; EST 241K

Worst performer for the last 4 months is APP, still, we are making good money

#C now $88.12, we bought at $75.25

#CAT $502 near target. Option giving near $4k

/MNQ buy closed for 200 points