economy

Stacker_Stocks

Trump's tariff policy runs counter to what many economists have been saying—and, so far, it's been a success.

If the current pace continues, the US could raise $500 billion annually from tariffs alone. This is an unprecedented figure in American history.


A Month That Made History

In July 2025, the country collected US$29.6 billion from import tariffs alone.

This is a 300% increase compared to the same month last year and the highest monthly figure ever recorded.

To put this in perspective, this is equivalent to almost all annual tariff revenue in 2016.

![](https://m.stacker.news/104437)


When the past seems small

During Trump's first "trade war," between 2018 and 2020, there was not a single month with tariff revenues exceeding $10 billion.

The current performance is so superior that it makes that dispute a blip on the charts.

![](https://m.stacker.news/104438)



The month-over-month increase

The growth was rapid and consistent:
•March: US$8 billion
•April: US$15 billion
•May: US$22 billion
•June: US$26 billion
•July: US$30 billion

In just five months, more than US$100 billion has already flowed in—and this even with a 90-day pause on some tariffs.


The $40 billion barrier is in sight

Projections indicate that August could surpass $40 billion in revenue.

This boost comes from new tariffs imposed by Trump:
🇮🇳 India: +25%
🇧🇷 Brazil: +40%
🇯🇵 Japan: +15%

The message: allies or not, everyone is in the crosshairs.

![](https://m.stacker.news/104439)



Market Effect: Gold and Bitcoin Soar

The combination of high tariffs, a growing deficit, and expectations of interest rate cuts creates a perfect scenario for alternative risk and hedging assets.

Gold is up 13% this year, and Bitcoin is up over 56% in the same period.

![](https://m.stacker.news/104440)



The deficit remains the biggest challenge

Even with the increase in revenue, July 2025 ended as follows:

•Revenue: US$338 billion
•Expenditure: US$630 billion (historical record)
•Deficit: US$291 billion

In other words: tariffs covered only ~10% of the monthly deficit.

![](https://m.stacker.news/104441)



Revenue greater than corporate tax

At the current rate, tariffs will generate +1.6% of GDP in annual revenue—more than the entire corporate income tax collected in the US.

The problem isn't revenue; it's curbing spending, which is still on an explosive trajectory.

![](https://m.stacker.news/104442)



China: The Missing Piece 🇨🇳

On August 11th, Trump extended the pause on tariffs on China for 90 days.

If there's no agreement by November 10th, the tariffs will go into effect—and that alone could boost annual revenues above $500 billion.



Explosive growth in one year

Tariffs already generate more than US$300 billion annually, compared to approximately US$80 billion in the same period in 2024.

This represents nearly fourfold growth in just 12 months.

![](https://m.stacker.news/104443)

Trump's tariffs surprise pessimistic economists and could reach $500 billion

This week, he sold everything for US$9.6 billion.
Profit: +17,700,000%

👀 For every US$1 invested, he returned US$176,000.

![](https://m.stacker.news/101132)

But the strangest part?
He spent 14 years without selling ANYTHING.
He went through cycles, crashes, FTX, China banning, ETF rejections...

And he decided to sell everything at once now!

Where does this money go?
What do those who waited 14 years in silence and decided to leave know?

The market is trying to figure it out.
You should too.

He bought 80,000 BTC for US$54,000 in 2011.

But now, the side effects are knocking:

• Gold outperforms the S&P
• Bitcoin hits all-time high again
• Treasuries experience worst decade in 200 years
• Crypto ETF crushes institutional flow
• Fed stalls
• And insiders bail out of Nvidia

![](https://m.stacker.news/100178)

2. Gold > US stocks🏅
Over the past 25 years, the gold ETF (GLD) has appreciated +596%
The S&P 500 with dividends (SPY) has delivered +556%

That's right: in the era of big tech and infinite QE, gold has beaten stocks.

There's something very wrong (or very right) here.

![](https://m.stacker.news/100193)


3. The interest rate cut has become a mirage

A few weeks ago, the market saw a 94% chance of a cut in September.
Now, it's only 60%.

The Fed is stuck: inflation, debt, and geopolitics have blocked the pivot.

And meanwhile, real interest rates continue to crush everything.

![](https://m.stacker.news/100194)


4. The Greatest Treasury Collapse

US 10-Year Bonds Are on Track for the Worst Decade in Modern History

📉 Nominal Returns Near 0%
Neither war, nor pandemic, nor the 1980s have caused anything like this.

This is the collapse of the safest asset on the planet.

![](https://m.stacker.news/100195)


5. Intelligent money migrated to crypto

Blackrock's Bitcoin ETF ($ Ibit) was the fastest in history to reach $ 80 billion

⏱️ Did this in 374 days
📊 Flight (ETF do S&P) took 1,814 days

The market understood what the game is.

![](https://m.stacker.news/100196)


6: And today Bitcoin broke through the peak.

🚨 For the first time in history, BTC hit $119,000.

The $120,000 barrier is now in sight.
It's no longer possible to ignore the asset that has become a safe haven in times of distrust regarding the dollar and the US Treasury.

![](https://m.stacker.news/100197)


7. Meanwhile… Nvidia suffers an internal exodus

Since the beginning of June, $720 million in Nvidia shares have been sold by insiders.

Jensen Huang, CEO alone, sold more than $150 million.

Important counterpoint here: there's a huge chance the sales were just to "pocket" the unrealistic stock appreciation of recent years. 👀

![](https://m.stacker.news/100198)


8: In summary, look at the map of the turnaround:

• Gold outperforming the US stock market
• Bitcoin breaking records
• Crypto ETF attracting capital the fastest in history
• High interest rates for longer
• Treasuries turning to dust
• Insiders bailing out

This cycle is not like previous ones.

The power of money printing has transformed the world in the last 15 years.

In 18 months, its market value tripled.
It's now the largest increase in any company's market value in history!

![](https://m.stacker.news/99660)


1. The valuation was absurd:

📈 June 2023: $1 trillion
📈 July 2024: $2.5 trillion
📈 July 2025: $4 trillion

It became the most valuable company on the American stock market.


2. Now look at this:

💰 Nvidia: US$4 trillion


3. But what does it actually do?

Nvidia manufactures GPUs—graphics processors.

Once used for gaming, they are now the heart of artificial intelligence.

Without Nvidia chips, there would be no ChatGPT, Gemini, Grok, or Sora.


4. What changed was the boom in generative AI.

After ChatGPT, all the big tech companies started developing their own AIs.

And they all needed the same thing:

🔌 Computing power
🎯 Nvidia GPUs


5. The company has become a critical supplier to:

🔹 Microsoft
🔹 Google
🔹 Meta
🔹 Amazon
🔹 OpenAI
🔹 ByteDance
🔹 Tesla
🔹 Spotify
…and many others.

Today, it is the infrastructure behind the next digital era.


6. Fundamentals reflect the current situation:

🟢 Net income: US$18.8 billion in the last quarter
🟢 Revenue: US$44.1 billion (+69% in 12 months)
🟢 Weight in the S&P 500: largest in the index

Even with US restrictions on China, which could cost US$8 billion in sales.
The market doesn't care.
Because the thesis is bigger: AI will dominate the world.

And Nvidia has become the shovel and pickaxe of this new gold rush.



7. But there are serious risks along the way:

⚠️ Taiwan: Nvidia's chips are manufactured by TSMC, which is based there. A conflict with China would bring everything to a standstill.

⚠️ Technological disruption: What if another type of processor is more efficient than the GPU?

⚠️ Customer concentration: A few big tech companies account for most of the revenue.

⚠️ Stretched valuation: Any misstep could result in a major fall.

Nvidia and the highest value reached by a company in history!

Trump threatens to deport Elon Musk and reignites crisis within the government

Tesla fell 7% today due to the new political clash and closed down 5.34%

![](https://m.stacker.news/98742)

1. Now the fight is under threat of deportation

The tension between Trump and Musk is not new. Musk, who supported Trump in the 2024 campaign and even led the DOGE (Department of Government Efficiency), is now criticizing the government's fiscal direction.

The crisis escalated with a post by Trump on Truth Social:

“Elon's companies, like Tesla and SpaceX, receive billions in federal subsidies – without that, he would have to go back to South Africa. No more rockets or electric cars. Maybe DOGE should look into that!”

![](https://m.stacker.news/98743)


2. Trump does not ignore deportation in interview with journalists

Asked if he would deport Musk, Trump replied: “I don’t know… we’ll have to take a look.”

Musk is a South African who has been a naturalized American since 2002, so the threat sounds more like political provocation, but it impresses investors.



3. The trigger: Trump's spending bill

The pivot of the crisis is a billion-dollar bill, approved in the Senate and now in the House.

The proposal is a priority for Trump, who promises tax cuts, but Musk criticizes the $5 trillion increase in the debt ceiling and suffers from the end of incentives for electric vehicles, such as the $7,500 tax credit, essential for Tesla.



4. Musk: “Spending without a cap? Insane!”

Musk blasted the bill as “insane spending” and accused Congress of leading the US into “debt slavery.” He also said:

“What’s the point of having a cap if it keeps getting higher and higher?”

He also promised to fund campaigns against lawmakers who support the bill.

![](https://m.stacker.news/98744)


5. Bill passed by a narrow margin in the Senate

The Senate approved the proposal by a narrow margin, with a decisive vote from Vice President J.D. Vance.

It now goes to the House and could be sanctioned by July 4.

Among the cuts are environmental subsidies, which could directly impact the electric vehicle sector.


6. Musk’s response: a new party

Musk has threatened to create the “America Party,” a movement to represent the political “center” and break away from the two-party system.

He has also promised to increase investment in the campaigns of candidates aligned with his vision.



7. Tesla feels the impact on the stock market

Tesla shares closed down 5.34% at $300.71, after falling as much as 7% during the session.

The continued decline throughout the year demonstrates investor fears over the possible withdrawal of subsidies for EVs and the political instability involving Musk.

![](https://m.stacker.news/98745)



8. Operational problems worsen the crisis

In addition to the political clash, Tesla faces increasing competition from companies such as BYD and is expected to report a drop in quarterly deliveries tomorrow.

Analysts expect a decline in sales in 2024, the first in years, while Musk promises recovery throughout the year.

New political clash sends Tesla shares down more than 5%

Politics_And_Law

Zohran Mamdani is expected to be the next mayor of New York.
He won the Democratic primary — and since Republicans have no power in the city, this practically guarantees victory in November.
But the surprise was not only on the right.
Until a few days ago, the favorite was Andrew Cuomo, the former governor of the state, known for his more moderate style.
Mamdani turned the tide at the last minute with the support of unions, grassroots activists and the most radical wing of the party.

📍 Who is he?

• Born in Kampala, Uganda, son of Marxist intellectual Mahmood Mamdani
• Grew up between Africa, India and New York
• Became a socialist organizer and entered politics with the DSA (Democratic Socialists of America)

📌 What he advocates:
• Defund the police
• Tax the rich
• Create a “socialist New York”
• Reduce police power in poor and racialized communities
• Link public policies to identity issues: queer liberation, racial justice, etc.

His tweets explain his thinking well:

“We need to defund the police, get them out of matters they have no business in […] and invest the savings in those most impacted by state violence.”

“Together, we can tax the rich, heal the sick, house the poor, defund the police & build a socialist New York.”

🚨 Trump reacted furiously today:

“Zohran Mamdani, a 100% lunatic communist, horrible, annoying voice, not smart… with the support of AOC and other idiots. Our country is SCREWED.”

And he also mocked:

“Put Jasmine Crockett as president, AOC as vice president, Mamdani as mayor. It would be the definitive end of the USA.”

Why is the right really worried?

• Because Mamdani left the niche and reached real power — he will lead the largest city in the country
• Because his history, speech and tweets reinforce the narrative of the “far left taking over”
• Because he has become a symbol of a new cycle: socialism, identity and militancy reaching the mainstream
• And because even moderates in his own party have been run over — which raises red alerts even among Democrats

Zohran Mamdani should be the next mayor of New York.

Over the past three days, the US has bombed nuclear facilities in Iran. Russia has responded by saying there are countries willing to supply Tehran with nuclear weapons. And the Iranian parliament voted to close the Strait of Hormuz, through which about 20% of the world's oil passes.

If the market were truly pricing in a long-term conflict, the impact would be MUCH greater. The blockade of the Strait of Hormuz alone would justify oil above $120, analysts say.

But the most interesting detail is off many people's radar: the uranium ETF (URA) has soared more than 80% since its April bottom.

The market may be ignoring the risk of a long war, but it is not ignoring a possible nuclear escalation.

The market is saying a lot of things

This spending has already surpassed health and defense by more than US$ 300 billion.
It is currently the government's second largest expense, behind only Social Security.

Interest consumes almost 18% of all federal revenue, close to the record of the 1980s, when Fed Funds reached 19%.

The biggest fiscal crisis in the US today is not about the primary deficit. It is about the cost of the debt itself.

![](https://m.stacker.news/97290)

The US is already paying $1.2T/year in debt interest — $3.3B every day.

Israeli-linked hackers have destroyed 95% of the assets of Nobitex, Iran’s largest crypto exchange. Meanwhile, the Iranian attack “that would be remembered for centuries” has failed completely.

![](https://m.stacker.news/97011)


 Nobitex collapses after hacker attack

Israeli group Predatory Sparrow has wiped out $1.7 billion from Iranian brokerage Nobitex.

A true destruction of digital wallets that plummeted from US$1.8 billion to just US$100 million.


Nobitex: key piece to circumvent sanctions

The brokerage was used by the Tehran regime to:

• Evade international sanctions,
• Laundering government money,
• Financing networks linked to the IRGC and the nuclear program.

![](https://m.stacker.news/97013)

![](https://m.stacker.news/97014)


Sensitive documents in Israeli hands

In addition to destroying the funds, hackers gained access to:

• Nobitex source code,
• List of clients linked to the regime,
• Compromising information for the Iranian government.



 Iran threatened a historic attack, but…

Tehran promised there would be an “action that the world would remember for centuries.” The result?

• 25 missiles launched against Israel,
• Zero casualties recorded.

An absolute fiasco for the regime.


Israel's immediate response

Shortly after the failed Iranian attack, Israel carried out:

• Dozens of attacks near Tehran,
• Destruction of ammunition depots,
• Attacks against strategic nuclear centers.


War is now physical, digital and financial

The action against Nobitex shows that the war between Israel and Iran has gone beyond missiles and is now in the digital and financial fields.

Who will be the next target?

Predatory Sparrow attacks Iranian brokerage as Iran fails “historic strike”

 Iranian state media promises “a surprise the world will remember for centuries” later today.

🇺🇸 US troops on high alert at bases in the Middle East

🗣️ Trump is expected to make an important speech

![](https://m.stacker.news/96945)

Meanwhile, odds on Supreme Leader Khamenei leaving power in 2025 have soared to 63% on Polymarket (+39% in 1 month)

![](https://m.stacker.news/96947)

⛽️ Oil price soars more than 5%

In a post on his social media platform Truth Social, the US president said the target was “easy to hit” but that the US “won’t kill him, at least not yet.” Trump also said Washington’s patience was “running out.”

![](https://m.stacker.news/96924)

Donald Trump threatens Irans supreme leader and says he knows where he is hiding

The market has already realized the risk

The likelihood of U.S. military action against Iran before July has jumped from 10% to 67%, according to Polymarket.

Investors are pricing in a major war, not just a passing whiff.

![](https://m.stacker.news/96867)

The Market Already Prices in War: Bets on Conflict with Iran Soar to 67%

• CNN reports that an Iranian official has said the country will step up attacks on Israel and target the regional bases of any country that tries to defend it.

• The Israeli military says its air force bombed a nuclear facility in Iran's Isfahan region.

• The Financial Times editorial board says the conflict between Israel and Iran is “the war that should have been avoided” and that “the world is rightly worried.”

• Israel claims it destroyed bases belonging to the Iranian air force.

• Large fires and columns of smoke have been reported near Mehrabad Airport in Tehran. (Video below)

• Large-scale explosions were heard near Tehran airport.

• One dead and 70 injured in total after ballistic missile attack launched by Iran.

• Reports of sirens and attack in Baghdad.

• Israel says people can now leave shelters as Iranian attack ends.

![](https://m.stacker.news/96498)

🇮🇱🇮🇷 This is the latest news from the war

Israel Reportedly Kills Iran’s Armed Forces Chief, Maj. Gen. Mohammad Bagheri

Security has been beefed up and barriers have been erected around the Israeli embassy in Washington, DC, following the Israeli bombing of Iran.

![](https://m.stacker.news/96383)

![](https://m.stacker.news/96380)


Oil soars over 11% NOW!

Why doesn't the movement stop?

The attack was VERY serious!

These are the latest reports 

![](https://m.stacker.news/96381)

![](https://m.stacker.news/96382)


1️⃣ Israeli officials say there is a “very high chance” that the entire top brass of Iran’s military and several senior Iranian nuclear scientists were killed in tonight’s Israeli strikes, according to CNN.


2️⃣ The AP (Associated Press) reports that the Iranian Revolutionary Guard headquarters is on fire after the Israeli attack.


3️⃣ Iranian state television reports that the head of Iran's Revolutionary Guards is presumed dead following tonight's Israeli strike.


4️⃣ Iran's state television says Deputy Commander-in-Chief of all armed forces General Gholam Ali Rashid has been killed, along with nuclear scientist Fereydoon Abbasi.


5️⃣ Reuters reported that security sources said Iran's supreme leader, Ayatollah Ali Khamenei, is alive.


6️⃣NOW: Iran's state TV said new explosions were recorded at the Natanz nuclear facility following an Israeli strike.


7️⃣ Iran plans to "give a tough and decisive response" to the Israeli strike, an Iranian security source told Reuters.


8️⃣ Israeli Prime Minister Benjamin Netanyahu said that the country is experiencing a decisive moment in its history.

Palantir shareholders right now

This is the view now in Iran

![](https://m.stacker.news/96377)

Update:

Iranian nuclear scientists Fereydoun Abbasi-Davani and Mohammad Mehdi Tehranchi were killed in strikes attributed to Israel.

![](https://m.stacker.news/96374)

![](https://m.stacker.news/96375)

🇮🇷 Initial reports indicate that Israel killed the Chief of Staff of the Iranian Armed Forces, Major General Mohammad Bagheri.

And it didn't stop there.

The targets are also reported to have included the Commander-in-Chief of the Islamic Revolutionary Guard Corps (IRGC), Hossein Salami, and the Commander of the IRGC Aerospace Forces, Amir Ali Hajizadeh — all in Tehran, the capital of Iran.

If confirmed, this could be the largest attack on Iran's military in decades.

![](https://m.stacker.news/96363)


![](https://m.stacker.news/96362)

![](https://m.stacker.news/96361)


![](https://m.stacker.news/96364)

Israeli attacks on Iran continue.

![](https://m.stacker.news/96345)

Oil prices are literally going straight up, now above $72/barrel.

Israel is attacking targets inside Iran and has declared a state of emergency after bombing the Iranian capital.

Markets have already started to react negatively! 

![](https://m.stacker.news/96343)

![](https://m.stacker.news/96344)