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Week In Review – July 22, 2025
Week In Review – July 22, 2025

Week In Review – July 22, 2025

Fund Giants Put Faith in ‘Trump Put’ to Keep Stock Rally Rolling…

What Does It Mean – Major asset managers, including Invesco, Fidelity, and JPMorgan, are intensifying investments in risk assets, particularly global tech and emerging-market equities, as U.S. stocks reach record highs despite trade and geopolitical tensions. They attribute market resilience to a perceived “Trump put,” expecting policy interventions to sustain the rally. Portfolio allocations reflect optimism, with increased exposure to high-beta sectors. However, risks like tariff impacts and inflation persist, potentially challenging valuations. The firms’ bullish stance hinges on anticipated economic stability and policy support, driving confidence in continued market growth. Read more.

Opendoor Shares Jump as Traders Flock to Newest Meme Stock…

What Does It Mean – Opendoor Technologies Inc. experienced a 121% surge in stock price on July 21, 2025, driven by retail traders and social media hype, marking it as a new meme stock. The rally, sparked by a hedge fund manager’s endorsement, lacks fundamental business updates, resembling a short squeeze with high trading volumes. Despite a 43% year-to-date decline, the stock has nearly tripled recently, fueled by speculation of a Carvana-like turnaround. However, the company faces challenges in a stagnant real estate market with declining home sales. Investors are cautioned about volatility and speculative risks. Read more.

Astra Pledges $50 Billion on US Manufacturing, Development…

What Does It Mean – AstraZeneca Plc plans to invest $50 billion in U.S. manufacturing and research by 2030, focusing on expanding facilities in Virginia, Indiana, and Texas. This move, one of the largest by a European pharmaceutical company in the U.S., aims to bolster domestic drug production amid potential tariff threats on imported medicines. The investment will enhance supply chain resilience, create high-paying jobs, and support advanced manufacturing and R&D. Social media posts on X highlight this as a win for American manufacturing, driven by policies prioritizing domestic production. Read more.

Bessent Says Review of Fed’s Building Renovations Is Needed…

What Does It Mean – U.S. Treasury Secretary Scott Bessent called for a review of the Federal Reserve’s $2.5 billion headquarters renovation, citing concerns over the central bank’s significant operating losses exceeding $100 billion annually. In a social media post, Bessent urged an exhaustive internal review of the Fed’s non-monetary policy operations, highlighting “mission creep” that may threaten its core monetary policy independence. The proposed scrutiny aligns with broader criticisms of the Fed’s institutional efficiency and spending, amid tensions with the administration. The review aims to ensure accountability and evaluate the necessity of such expenditures. Read more.

A Denver dino museum makes a find deep under own parking lot. Like ‘a hole in one from the moon.’…

A Denver museum known for its dinosaur displays has made a fossil bone discovery closer to home than anyone ever expected, under its own parking lot.

It came from a hole drilled more than 750 feet (230 meters) deep to study geothermal heating potential for the Denver Museum of Nature and Science.

The museum is popular with dinosaur enthusiasts of all ages. Full-size dinosaur skeletons amaze kiddos barely knee-high to a parent, much less to a Tyrannosaurus.

This latest find is not so visually impressive. Even so, the odds of finding the hockey-puck-shaped fossil sample were impressively small.

With a bore only a couple of inches (5 centimeters) wide, museum officials struggled to describe just how unlikely it was to hit a dinosaur, even in a region with a fair number of such fossils.

“Finding a dinosaur bone in a core is like hitting a hole in one from the moon. It’s like winning the Willy Wonka factory. It’s incredible, it’s super rare,” said James Hagadorn, the museum’s curator of geology.

Only two similar finds have been noted in bore hole samples anywhere in the world, not to mention on the grounds of a dinosaur museum, according to museum officials.

“When the facts change, I change my mind.

What do you do?” ~ John Maynard Keynes

Our plan is “the plan will change.”

What is your plan?

Relative strength measures the price performance of a stock against a market average, a selected universe of stocks or a single alternative holding. Relative strength improves if it rises faster in an uptrend, or falls less in a downtrend. It is easily applied to individual positions in your portfolio and to sectors and asset classes.

 

A copy of our form ADV Part 2 is available online.

 

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Investor Resources, Inc. (“Investor Resources”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Investor Resources.  Please remember to contact Investor Resources, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Investor Resources shall continue to rely on the accuracy of information that you have provided.   Investor Resources is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice.  A copy of Investor Resources’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at https://www.investorresourcesinc.com/.  Clients Please Note: Advise us if you have not been receiving account statements (at least quarterly) from Charles Schwab & Co.™

Investor Resources Podcast

  • Bond Bear Market June 21, 2024
  • Bye-Bye Rate Cuts May 12, 2024
  • Change is Hard May 11, 2024
  • Don’t Tell Me! May 10, 2024
  • 10 Years From Now May 9, 2024

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