Weekend Update 8/9/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
#Tariffs are here — but there may be a loophole!
️😞 More tariffs… More #Tariffs headlines as the new ones officially go into effect. In addition, India’s were doubled to 50% as punishment for purchasing Russian oil while the White House threatened 250% on healthcare and 100% on semiconductors.
😅 …with a loophole? However, we’re seeing a common pathway to a #Tariffs exemption－just promise to invest in the US. We’ve saw this earlier in with the EU and Japan trade deal frameworks and now with Apple and semi manufacturers.
📈 Rally resumes. The week opened with markets rebounding from Friday’s jobs report, but continue to rise on #Tariffs exemption optimism and September #RateCuts hope. The S&P 500 ends up +2.4% for the week.
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As of the publish date, Ursa portfolios may own AAPL. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.