A Crazy Week around the Markets (5/27)

Welcome back to our first weekly Friday Edition of the newsletter! In this edition, we are excited to guide you through a comprehensive overview of all the significant news events and developments that have unfolded over the past week. Our aim is to help you understand what these updates mean for your investment strategies. We believe you will find the insights and analyses we provide to be both informative and beneficial as you head into the weekend. Please note that the bold text below at the end of each topic is how we are trading around the news.

We also wanted to bring to everyone’s attention our referral program at the bottom of the page. For just two referrals to your friends and family you will receive an email that grants you access to our LIVE STOCK TRACKER, where we will be logging every stock that we will be talking about on this newsletter, which will allow you to stay up to date and never miss a beat even during busy work weeks.

Israel - Iran War comes to an end (for now)

Wow, what a week in the market. Many investors thought lots of red days were coming due to the war with Iran, however that was not the case at all. The $SPY ( ▲ 0.5% ) is up 3% this week and continues to climb.

After a crazy weekend of the United States dropping a bunker buster on an Iran nuclear facility, and after a small pre-announced counter attack by Iran, the war seems to have been short lived, and is coming to an end. Whenever there is war, the markets usually react by dropping due to uncertainty and then rocketing back up when a deal is made and the war is over.

Although the U.S. imports only about 0.4% of its oil from Iran, we closely monitored oil prices as tensions rose over Iran’s threats to close the Strait of Hormuz—a vital waterway for global oil transport. The Strait of Hormuz, a narrow natural passage at the southern end of Iran, sees heavy maritime traffic, especially oil tankers. While only about 5% of U.S. oil imports pass through the strait, over 50% of China's oil supply relies on it. Fortunately, the strait remained open, preventing major global disruptions and price spikes.

The market likes peace and it seems for now their is some.

As funny as it may sound, one tool we like to monitor is the Kalshi Markets. If you haven’t explored the platform, it’s worth checking out. It allows people to place real-money wagers on outcomes related to global events, politics, economics—just about anything. While it’s certainly not a guaranteed predictor, it does offer insight into public sentiment and where people are putting their money. Recently, we noticed a 92% probability on Kalshi that Iran would meet with the U.S. before July, signaling a potential path toward de-escalation. That gave us some confidence that the markets might remain stable.

In addition, we’ve been closely tracking oil prices and other key indicators like gold and silver, all of which remained relatively steady. As of now, signs continue to point toward a bullish outlook, particularly if tensions ease further. With that in mind, we are maintaining our current investment levels and approach.

Tesla Introduces Robotaxi.

If you’ve been following us for a while, you know we’re big believers in Tesla. It remains one of the largest positions in our portfolio, and we view it as a strong long-term play—not just as a car company, but as a leader in robotics, AI, and energy innovation.

This week, all eyes were on Tesla’s Robotaxi launch in Austin, Texas. The service, priced at $4.20 per ride, marked an great step toward their autonomous future and was seen as a potential nationwide rollout. Initially, the market responded positively—Tesla stock jumped 8.5% on Monday. However, the following days declined due to some errors.

Each Tesla test ride included a safety monitor in the passenger seat, ready to step in if something went wrong. Despite this precaution, videos quickly surfaced showing erratic vehicle behavior—including drifting into the wrong lanes (and briefly into oncoming traffic), sudden “phantom braking,” speeding, and even dropping passengers off in unsafe areas like intersections. In at least one instance, the safety monitor had to manually take control.

The situation drew swift attention from regulators. Just one day after the launch, the NHTSA (National Highway Traffic Safety Administration) opened an investigation, requesting detailed information from Tesla regarding these incidents—particularly lane violations and unexpected braking. As news of the errors and the federal inquiry spread, Tesla’s stock pulled back on Tuesday and Wednesday.

Do we believe Tesla will figure it out? ABSOLUTELY! It will just take a bit more time to fix the technology behind this. Currently, their main competition is Waymo, but Tesla has a significant advantage with thousands of vehicles already on the road and sitting in dealerships, ready to be deployed for this service. Elon Musk has even mentioned that Tesla owners may one day be able to send their cars out to earn money when they’re not using them which would be very interesting.

Since the Robotaxi story appears to be a short-term news cycle, we view any sudden dip in Tesla’s stock as a buying opportunity to increase our position. Our focus remains on the bigger picture—especially Tesla’s potential in the humanoid robotics sector, which we believe holds tremendous long-term promise. In the coming weeks, we’ll be diving deeper into Tesla during our Tuesday “stock picks,” exploring why this is just one small part of what we expect the company to achieve.

HIMS and Novo Nordisk cut ties. 

In April 2025, Novo Nordisk, a global leader in diabetes and obesity care, announced a strategic partnership with Hims & Hers Health, a major telehealth provider. The collaboration aims to expand access to Wegovy, Novo Nordisk’s popular weight loss medication, by making it available through the Hims & Hers platform. Priced at $599 per month, the initiative targets individuals seeking effective, medically backed weight management solutions delivered with the convenience and privacy of telehealth.

The partnership marked a strategic win for both companies — expanding Novo Nordisk’s footprint in the growing weight management market while driving increased revenue and customer growth for Hims & Hers through the addition of a high-demand treatment to its platform.

On June 23rd, the partnership between Novo Nordisk and Hims & Hers came to an abrupt end after Novo accused the telehealth company of deceptive marketing practices and illegal mass compounding of semaglutide. According to Novo, Hims & Hers was sourcing unapproved ingredients from Chinese suppliers to compound alternatives to Wegovy — a serious regulatory violation. The news sent Hims & Hers stock plummeting 30–35% in a single day, while Novo Nordisk shares dropped around 5%.

Concerns over Hims & Hers’ legal exposure and regulatory compliance have now expanded. Still, the company isn’t backing down. In a tweet following the allegations, HIMS CEO fired back at Novo, claiming the pharma giant attempted to pressure Hims into prioritizing Wegovy, allegedly in ways that conflicted with clinical standards and patients' freedom of choice.

We currently do not have a position in HIMS and have not been looking into adding a position. The medical industry has always seen massive volatility due to its legal nature and always seems to find itself in problems. A class‑action investigation has already commenced, with shareholders pursuing claims tied to the stock plunge. Use caution with this stock as legal analysts are suggesting this situation could be over the next 12-24 months.

Disclaimer: This is not financial advice. The content provided in this newsletter is for informational purposes only and should not be considered financial advice. Investing carries risks, and past performance is not indicative of future results. Please do your own research or consult a financial professional before making any investment decisions. Opinions expressed are those of the author and may change without notice.