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Financial market round-up – Jul’25

Truemind Capital

Monetary and fiscal policies decisions in the form of the recent rate cuts and budget tax breaks can lift household consumption, especially in the festive season ahead. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. Overall supply is up sharply.

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Market Commentary: Investment Takeaways as Tariffs Take Their Toll on Markets

Carson Wealth

But what we do know is that with every decline, more risk has already been priced in and stock valuations have become cheaper compared to their longer-term earnings potential. A 40% tariff on their $10 of exports to the US would be $4, although US importers pay the tax.) This brings up an important point. Thats not the case today.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done. It’s been helpful for the after-tax return of the shareholders. I mean, and I immediately got the 80 20 rule. So she was all in, she had two questions. Question one.

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

And I was able to tax campus co-op. I taxed the student body. And, you know, we can’t agree on a budget for 20 months. I mean, we’ve, we’ve had valuations of 30 to $40 million of restaurant. And I came back to campus and I said, you know what? Why are we giving these guys our money? I built it.

Food 130
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Financial market round-up – Apr’25

Truemind Capital

Equity Market Insights: And It All Falls Down… Over the past few quarters, weve consistently shared our view that a valuation reset was overdue in India, particularly in the mid and small-cap segments. As anticipated, mid and small-caps corrected more sharply due to frothy valuations.

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10 Monday AM Reads

The Big Picture

Tariffs Enacted in 2025 : Through April 2 The Budget Lab modeled the effect of both the April 2nd tariff announcement in isolation and all US tariffs implemented in 2025. Yale Budget Lab ) No One Wins a Trade War : Protective tariffs risk triggering a cycle of escalation that ends well for no one. (

Budgeting 208
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Three Things – This is a Big Deal

Discipline Funds

This is a baseline estimate though and other researchers like the Yale Budget Lab have the figure closer to 17%, although they’re assuming the other countries remain at current levels. estimate we’re talking about extra tax revenue of about $380B and with the 17% rate we’re talking about tax revenue of $550B.

Taxes 59