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Dependence Day
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<img alt="Dependence Day" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fchivas-assets.s3-eu-west-1.amazonaws.com%252Fstatic%252Fimages%252FEditorial-020625-JapanUSA.original.png%253Ffit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D768%2526s%253Da2ec9c4b72555b73dd3adbaee111a1e6/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3NTE0OTQwMDguMjE2NjF9:1uX5bM:Qf4Umht87nNlDDN5DHZU5SBZuw_AhqjIfod5-BOyLLw" style="border:0;border-radius:4px;display:block;outline:none;text-decoration:none;height:auto;width:100%;font-size:13px;" width="568"/>
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<b>
What’s going on here?
</b>
</p>
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Potentially inspired by all the upcoming fireworks, the US threatened Japan with higher tariffs unless a new trade deal is reached by the 9th of July.
</p>
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<b>
What does this mean?
</b>
</p>
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Japan exports more to the States than it imports, and the US president doesn’t like that ratio.
</p>
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⚖️ So, determined to balance the scales, he’s threatened the country with tariffs of 30% to 35% if there’s no deal in place by next Wednesday. That would be a serious increase from today’s 10% blanket tax (although there are already some extra duties on cars and steel).
</p>
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⏰ You can see why the US president upped the stakes: he pledged to secure 90 trade agreements during the 90-day tariff time-out, but has only managed to lock down two so far.
</p>
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🚗 Japan’s trade imbalance is driven by a lot of high-ticket exports like machinery and cars. And while the country had originally hoped for a quick deal with America, the pair are struggling to agree on a levy to cover those industries – especially the automobile one.
</p>
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📉 Economists say the worst-case tariffs could shave 1.2% off Japan’s economy – double the expected hit from today’s rates. No wonder the Japanese yen and Nikkei 225 index both suffered after the news.
</p>
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<b>
Why should I care?
</b>
</p>
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<b>
<i>
Zooming in:
</i>
</b>
<i>
The sale is ending.
</i>
</p>
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So far, Japan’s carmakers have covered the cost of tariffs themselves. Makes sense: they risk losing cost-conscious Americans to stateside brands otherwise. To do that, the firms lowered prices in North America by 12% between April and May – the biggest fall on record – which obviously eats into their profit margins. No wonder those carmakers, including Mazda and Subaru, are looking to expand stateside production to dodge future duties.
</p>
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<b>
<i>
The bigger picture:
</i>
</b>
<i>
America’s tariff-ied.
</i>
</p>
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The Federal Reserve (Fed) said on Tuesday that interest rates would probably be lower by now if it weren’t for those meddling tariffs. Remember, the levies are intended to bolster American industries in the long term. But in the meantime, they pull up prices of all sorts of imports. So, despite the economy calling out for a helping hand, the Fed needs to keep a firm hand on rising prices – or else, inflation could slip out of grasp again.
</p>
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<b>
You might also like:
</b>
<a style="color: #204CE9; text-decoration: underline; font-weight: 500;">
How to invest in a Trump era
</a>
.
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<strong>
Copy to share story:
</strong>
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https://app.finimize.com/content/dependence-day
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📚 Investors were reading...
</p>
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1. The Senate approved the president's plan:
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
The
<i>
biggest
</i>
bits of that big, beautiful bill
</a>
.
</p>
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2. Baidu gave its search engine
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
an AI makeover
</a>
.
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<p data-block-key="amv5e" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
3. AI might take your job...
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
Amazon confirmed it
</a>
.
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FROM OUR RESEARCH DESK
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How To Use AI To Analyze A Growth Stock (Like Duolingo) In Just Three Hours
</h2>
<p style="line-height: 1.5; margin-top: 0; margin-bottom: 16px; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #FFFFFF; margin: 0;">
Stéphane Renevier, CFA
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<img alt="How To Use AI To Analyze A Growth Stock (Like Duolingo) In Just Three Hours" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fchivas-assets.s3-eu-west-1.amazonaws.com%252Fstatic%252Fimages%252FRDrop-Cover-Landscape-AnalyzeIn3Hours.original.jpg%253Ffit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D768%2526s%253Dd0f4dd6ec4b35711eca8b75c480925a4/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3NTE0OTQwMDguMjE2ODc4Mn0:1uX5bM:fXaw8WsoFvFWpn6BgiFGRTTj7OGJM824E_7GAfEJp3E" style="max-width: 300px; border-radius: 4px;" width="300"/>
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Here’s a fast, repeatable process for
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
making sense of high-growth companies
</a>
– in just three hours and without obsessing over every cell in a sprawling spreadsheet.
</p>
<p data-block-key="cqruk" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
It cuts right to the things that matter: how the business makes money, what the numbers tell you, where the firm could go next, how the market’s pricing it, and what could change the story.
</p>
<p data-block-key="cevf6" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
The approach combines classic
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
fundamentals
</a>
(financials, performance indicators, valuations) with the
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
smartest AI tools available
</a>
. And that means you can cover more ground, without cutting corners and without wasting time.
</p>
<p data-block-key="5hptu" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
Sure, you could ask a chatbot to spit out a full report. But
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
doing the work yourself
</a>
, with smart tools as a backup, builds real understanding and a conviction that holds up.
</p>
<p data-block-key="4pknf" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
I’ll use
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
<b>
Duolingo
</b>
</a>
throughout this piece as an example – but
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
the process would work for any high-growth stock
</a>
you want to come to grips with.
</p>
<p data-block-key="dkihl" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
That’s today’s Research:
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
how to use AI to analyze a growth stock in just three hours
</a>
</p>
<p data-block-key="2i9mh" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0; color: #fff;">
<a style="color: inherit; text-decoration: underline; font-weight: inherit;">
<b>
Read or listen to the Insight here
</b>
</a>
</p>
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Guest Of Honor
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<a style="color: #204CE9; text-decoration: underline; font-weight: 500;" target="_blank">
<img alt="Guest Of Honor" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fchivas-assets.s3-eu-west-1.amazonaws.com%252Fstatic%252Fimages%252Feditorial-020625-Honor.original.png%253Ffit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D768%2526s%253Ddb103265dc7b9a7bef12d16e7dbbb164/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3NTE0OTQwMDguMjE3MTEzfQ:1uX5bM:nl_5CkQUxD6C8NGpTLySzl5pHMt4CwjI66cc6BXR_8M" style="border:0;border-radius:4px;display:block;outline:none;text-decoration:none;height:auto;width:100%;font-size:13px;" width="568"/>
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<h4 class="text-body" style="font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; font-weight: 700; line-height: 1.25; margin-bottom: 16px; color: #171E27; font-size: 16px; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; margin-top: 0;">
</h4>
<p style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
</p>
<p data-block-key="5joz0" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
<b>
What’s going on here?
</b>
</p>
<p data-block-key="85e2t" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
Chinese company Honor earned a seat at the tech industry’s top table after releasing the thinnest-ever foldable smartphone on Wednesday.
</p>
<p data-block-key="8tr6m" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
<b>
What does this mean?
</b>
</p>
<p data-block-key="cmcod" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
Thin is in – and we’re not talking about Ozempic’s influence on Hollywood red carpets. Now, many smartphone makers have been teasing their skinniest-ever models, but Chinese firm Honor is beating the lot. Its
<a style="text-decoration: underline; font-weight: 500; color: #3C4857;">
Magic V5
</a>
phone is just 8.8 millimeters “thick” when folded and weighs only 217 grams. That makes it thinner than the latest foldable
<a style="text-decoration: underline; font-weight: 500; color: #3C4857;">
Galaxy phone
</a>
that Samsung – the market leader – is expected to launch next week.
</p>
<p data-block-key="6jmpk" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
Honor’s product designers can’t take all the credit, though: the company used AI to pull off this feat of engineering. The firm first simulated over 125,000 different ways to assemble the phone, then used high-tech 3D scanning to build the small thing with ultimate precision.
</p>
<p data-block-key="6c41d" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
<b>
Why should I care?
</b>
</p>
<p data-block-key="5kbuo" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
<b>
<i>
The bigger picture:
</i>
</b>
<i>
China’s got the right stuff.
</i>
</p>
<p data-block-key="90qup" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
This is just the latest tech triumph from China. The country’s companies have already crafted EVs and AI systems that rival stateside ones on cost
<i>
and
</i>
performance. But China’s biggest brag of all may be its hold on rare earth minerals. They’re needed to make almost anything tech, see – from cars to defense and healthcare tools. And after spending decades developing an unrivaled mining and processing chain, China now controls 90% of the world’s supply. That’s not only kept a steady flow of cash coming into the country, but has worked as a much-needed bargaining chip during its recent trade negotiations with the US.
</p>
<p style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
</p>
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<p data-block-key="arelz" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
<b>
You might also like:
</b>
<a style="color: #204CE9; text-decoration: underline; font-weight: 500;">
It’s time you take Chinese AI seriously
</a>
.
</p>
</div>
</td>
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<tr>
<td align="left" style="font-size:0px;padding:0;word-break:break-word;">
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<tbody>
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<td bgcolor="#f9f9f9" class="bg-offWhite px-2 py-1 rounded-sm inline-block" style="background-color: #f9f9f9; border-radius: 2px; display: inline-block; padding-top: 4px; padding-bottom: 4px; padding-left: 8px; padding-right: 8px;">
<p class="text-small text-black60" style="line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0; color: #71767B; font-size: 14px;">
<strong>
Copy to share story:
</strong>
<a class="text-black60 font-normal" style="text-decoration: underline; font-weight: 400; color: #71767B;" target="_blank">
https://app.finimize.com/content/guest-of-honor
</a>
</p>
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QUOTE OF THE DAY
</div>
</td>
<td class="quote-content-cell" style="padding-left: 10px; vertical-align: top;" valign="top">
<p class="font-heading font-bold text-navy leading-snug mb-2 text-subtitle" data-block-key="cygyq" style="margin-top: 0; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; font-weight: 700; line-height: 1.375; margin-bottom: 8px; color: #0C73EC; font-size: 20px;">
"I have a theory that the truth is never told during the nine-to-five hours."
</p>
<span class="text-caption font-normal text-blackLight leading-normal" style="font-weight: 400; line-height: 1.5; color: #3C4857; font-size: 12px;">
– Hunter S. Thompson (an American journalist and author)
</span>
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Low-rise jeans, neon-colored highlights, and a nose-piercing (or three). It’s easy to spot a friend who’s recently discovered alternative music… It’s trickier to pick a skilled alternatives investor out from the crowd.
</p>
<p data-block-key="3vnb7" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
So we’ve found them for you:
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
join Enky’s CEO for How To Invest In The Future Of Alternative Assets
</a>
next Tuesday, and find out how you could spot up-and-coming opportunities in less-trodden markets before the rest clock on.
</p>
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Get Your Free Ticket
</a>
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<div style="font-family:Helvetica, Arial, sans-serif;;font-size:13px;line-height:1;text-align:left;color:#000000;">
<p class="content-box-header mb-4" style="line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; font-weight: 900; font-size: 16px; margin-bottom: 16px;">
🎯 On Our Radar
</p>
<p data-block-key="wnzwo" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
1.
<b>
Your diffuser and hot bath can’t help you now.
</b>
No matter what,
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
this food
</a>
will ruin your sleep.
</p>
<p data-block-key="9eeho" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
2.
<b>
Lulu… Orange, I guess.
</b>
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
Lululemon’s suing Costco
</a>
for selling trousers.
</p>
<p data-block-key="btte4" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
3.
<b>
We can take a cab from here.
</b>
A Tesla self-delivered itself – and
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
<i>
almost
</i>
nailed it
</a>
.
</p>
<p data-block-key="7i3me" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
4.
<b>
Take it back to basics.
</b>
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
Glamping
</a>
ain’t what it used to be.
</p>
<p data-block-key="fur0o" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
5.
<b>
The burger with a side of sweat, please.
</b>
Here’s how to enjoy alfresco dining when it’s
<a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
hot as hell
</a>
.
</p>
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