FIVE

2 deep-dives

Deep-dive research

XOM:CVX:OXY:EOG:COP:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:LUV:SAVE:CCL:RCL:NCLH:TSLA:STLA:GM:F:WMT:TGT:COST:AMZN:HD:LOW:ROST:TJX:FIVE:MP:PLTR:LMT:GD:NOC:RTX:HWM:GE:HII:AA:KALU:CENX:CLF2026-07-21

Policy Pulse — Global — 21 Jul 2026

🌍 Hormuz crisis: Day 9 of US strikes on Iran, Houthis blockade Saudi, Brent at 9.22, US gas at /gal. Canada hit with 50% Section 338 tariffs on 0B of goods. Section 122 expires in 3 days (Jul 24). Impact: 🟢 BUY XOM, CVX, OXY, WMT, TGT, COST, TSLA, MP | 🔴 SELL DAL, UAL, AAL, CCL, STLA

us-onlystocksglobaliranoil

GOOGL:AAPL:NVDA:AVGO:PLTR:LMT:GD:KTOS:GE:HON:TDG:BA:HWM:LHX:XOM:CVX:OXY:DAL:UAL:AAL:WMT:TGT:COST:AMZN:HD:LOW:FIVE:TSLA:STLA:GM:F:MP:AA:CLF2026-07-21

Policy Pulse — Trump/US Watch — 21 Jul 2026

Trump's portfolio beats S&P (37.3% vs 23.5%); Canada slapped with 50% Section 338 tariffs on autos/booze/dairy; Defense Supply Chain EO cuts China waivers. Section 122 expiry in 3 days. Impact: 🟢 BUY GOOGL, AAPL, NVDA, PLTR, XOM, WMT, TGT, MP | 🔴 SELL DAL, UAL, STLA

us-onlystockstrumptrump-tradescanada-tariffs