2 ideas from this batch

Weak jobs + institutions buying crypto ETFs again — ride the Bitcoin rebound

The June jobs report came in at roughly half of expectations (57k vs 115k), which immediately caused bond yields to drop as traders backed off Fed rate-hike predictions. Lower expected rates are historically bullish for risk assets like cry

Oil crashing on Iran peace deal while Tesla sales boom — buy the consumer comeback

A US-Iran peace deal has unleashed a wave of Middle Eastern oil supply, and the CEO of TotalEnergies confirms producers are 'desperate to sell,' creating fears of a global oil glut. Plummeting oil prices are a massive tax cut for consumers