TGIT: 8 New Trade Ideas and Dr. Jim's Latest Prescription

Copper, nuclear, cyber, BlackRock, bitcoin, pharma, a new Crash Course, a Luckbox milestone and much more. First time reading? Join other risk-takers, entrepreneurs, traders, investors, data geeks and alpha types. Sign up for free here.

TGI Thursday! (7/17) Fifty weeks ago, we ditched our award-winning print format for the simple reason that dead trees can't deliver alpha in real-time. This digital pivot has produced something rare in financial media: Actual results that readers can bank.

Case in point: Jessica from Albany, Oregon, just emailed us that she closed a 16JAN26 50C on KTOS for nearly 500% after reading our analysis. We tracked down Andrew Prochnow, our analyst-at-large who made that call, and he reminded us of his other recent defense sector call worth your attention.

Look, financial newsletters are typically not-so-thinly-veiled exercises in content marketing. We're trying to build something different — a weekly intel brief that acknowledges most market commentary is performance theater while delivering actionable insight you can actually act upon.

This experiment works because of the people who make it happen: Ed McKinley, Yesi Duran, Andrew Prochnow, Tracy Golden and the tastylive research team and on-air hosts who refuse to peddle the usual optimistic nonsense. They understand that in a world where algorithms front-run everything and institutions game retail flows, independent analysis isn't just valuable — it's a matter of survival.

Your feedback drives this operation. When you tell us what's working (or isn't), we listen. Hit us up anytime via the link below.

Stay lucky!

Letter to Editor

What happens when the world's most efficient copper producer suddenly finds itself on the wrong side of a 50% tariff? Southern Copper (SCCO) has built a vertically integrated empire across Mexico and Peru, delivering industry-leading margins and rock-bottom costs. Meanwhile, Freeport-McMoRan [FCX] has been grinding away at domestic mines in Arizona, paying higher costs for the privilege of being American.

Guess which strategy looks smarter now? Prochnow handicaps the outcome. Read Full Story

A typical electric vehicle contains 183 pounds of copper, compared to 18-49 pounds in a gas-powered car.

— copper.org

Microsoft (MSFT) just announced it's restarting Three Mile Island, the same reactor that terrified an entire generation and spread anti-nuclear hysteria throughout the land. Turns out when you need industrial-scale electricity to power AI and crypto processing, yesterday's environmental boogeyman becomes today's clean energy savior. Regulators issued exactly zero reactor permits between 1978 and 2012, but wind turbines won't train ChatGPT. From uranium miners to modular reactor startups, the nuclear renaissance is creating investment opportunities. Read Full Story

While cybersecurity darlings trade at nose-bleed valuations — Fortinet (FTNT) at 44x earnings, Zscaler (ZS) at 19x sales — smart money is quietly circling a different beast entirely. This isn't your typical SaaS unicorn burning cash on customer acquisition. Instead, think government contracts, classified networks and a $46 billion backlog that laughs at market volatility. When the sector cratered 7% yesterday, this contrarian play actually gained ground, trading at just 16x earnings vs. a 25x sector median. Sometimes, the best opportunities are barely concealed. You just have to look for them. Read Full Story

Is your portfolio tossed around like some kind of financial jellyfish by every wave rippling through the markets? Dr. Jim Schultz (of Crash Course fame) dismantles the passive investing mythology that's kept you sidelined. This isn't about rolling dice on meme stocks — it's about weaponizing time decay, selling premium systematically and building a portfolio that actually responds to your commands. While everyone else debates whether to buy the dip, you'll be collecting theta like rent checks. Control beats hope every time. Watch The Video

As Head of Global Macro for tastylive, Ilya Spivak calls balls and strikes, and lately he’s been calling a lot of strikes. The dollar cratered 13.9% against the euro as gold rocketed 25%, treasury yields collapsed despite geopolitical chaos, oil tanked amid Middle East warfare, and Fed rate cut bets are screaming louder than policy hawks. Strip away the currency-flattered stock performance, and you're left with textbook recession signals. Read Full Story

BlackRock is Driving the Bitcoin Bus

Bitcoin traded at new highs this week but not because of Reddit degenerates or TikTok influencers. It was because BlackRock now holds $90 billion in its Bitcoin ETF and because corporate treasuries are following Michael Saylor's playbook. Congress is finally dividing regulatory oversight between the SEC and CFTC, empowering compliance officers who’ve been begging for legal clarity. Meanwhile, dormant companies are reverse-merging into bitcoin holding vehicles backed by SoftBank. When institutional adoption meets regulatory certainty, retail mania becomes irrelevant. Revolutionaries sometimes wear suits. Read Full Story

Best Read of the Week:
The GLP-1 Underwriting Crisis

Life insurers could predict when you'd die with 98% accuracy — until GLP-1s broke their entire system. Here's the scam: People lose weight on Ozempic, apply for life insurance looking healthy, then quit the drugs and balloon back up. Insurers just locked them into 30-year policies at preferred rates based on artificially good lab results. Mortality slippage has tripled to 15.3%, meaning one in six policies is fundamentally mispriced. Whoever figures out how to keep people on weight-loss drugs long-term will own a multibillion-dollar insurance partnership goldmine. Read Full Story

More Cowbell

Hims & Hers (HIMS) is pivoting from hair loss to fat loss. 
Corporate bankruptcies are the highest since 2010. 
Tariff revenue lifts June to first fed surplus since 2017. 
A deeper dive on SRFM following our recent coverage. 
Volatility, Tina Turner, Ethereum & gold ETF trades.  
Hassett emerges as frontrunner for new Fed chair.

Sosnoff & friends: The market is at a pivotal point.   
Is Kalshi a prediction market or a gambling app? 
Check out tastylive's best videos of the week. 
Upcoming (live & virtual) tastylive events. 
ICYMI: Last week's Luckbox TGIT. 

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