GE

2 deep-dives · 6 policy notes

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

Mentioned in Policy Pulse

JPM:SCHW:AAPL:MSFT:NVDA:GOOGL:AVGO:PLTR:LMT:BA:GE:HON:HOOD:BK2026-07-29

Policy Pulse — Trump — 29 Jul 2026

Trump's financial disclosure reveals 58M portfolio, 21,000+ trades. CNBC links JPM, Schwab, UBS as custodians. Copy-trade signals on AAPL, NVDA, GOOGL, PLTR.

policy-pulseus-onlyleader-tradestrump-portfolio

TSLA:F:GM:CAT:XOM:CVX:OXY:AAPL:MSFT:NVDA:TCS:INFY:WIPRO:SUNPHARMA:DRREDDY:CIPLA:TATASTEEL:JSWSTEEL:DIXON:AMBER:SYRMA:BA:GE:AMZN:LLY2026-07-15

Policy Pulse — Global — 15 Jul 2026

EU-US deal (15% ceiling) in effect, Section 301 deadline July 20, Section 122 expires July 24, USMCA enters annual review — TSLA, TCS, SUNPHARMA positioned across multi-tier tariff shifts.

policy-pulseglobaltariffssection-122section-301

SPY:XOM:CVX:OXY:DAL:UAL:AAL:BA:GE:LMT:GD:COIN:MSTR:XLK:QQQ:AAPL:MSFT:NVDA:AMZN:GOOGL:META:LLY:JNJ:PFE:JPM:GS:MS2026-07-15

Policy Pulse — Trump — 15 Jul 2026

Trump primetime address July 16 + Section 122 tariff expiry July 24 + pharma onshoring deadline July 31 create 9-day policy window — XOM, LLY, BA positioned for key outcomes.

policy-pulseus-onlytrumptariffssection-122

AAPL:MSFT:NVDA:LLY:JNJ:PFE:COIN:MSTR:HOOD:BLK:XOM:CVX:OXY:BA:GE:JPM:GS:TSLA:GM:F:FSLR:ENPH:DJT:SPY2026-07-14

Policy Pulse — Trump — 14 Jul 2026

Trump's $81B tariff refunds and new exemption EO signal shifting trade stance — tailwinds for mega-cap importers (AAPL, MSFT, LLY), crypto platforms (COIN, MSTR), and energy (XOM).

policy-pulseus-onlytrumptariffsrefunds

BA:GE:RTX:SPR:HWM:LMT:XOM:CVX:OXY:EOG:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:CCL:RCL:SPY:GOOGL:AAPL:NVDA:AVGO:MSFT:AMZN:META:DJT2026-07-13

Policy Pulse — Trump — 13 Jul 2026

Trump signs aircraft Section 232 EO boosting US aerospace (BA, GE, RTX). Says US will get 'paid to guard' Strait of Hormuz — oil stocks up, airlines down. Crypto disclosure analyzed: .4B income invested in mega-cap tech (GOOGL, AAPL, NVDA, AVGO).

policy-pulsetrumpus-onlyleader-tradessection-232

PLTR:LMT:GD:NOC:RTX:GE:KRATOS:HON:HWM:TDG:AAPL:MSFT:NVDA:AMZN:GOOGL:META:AVGO:BA:XOM:CVX:DAL:UAL:AAL:CCL:RCL:HOOD:BK:STT:WMT:TGT:SPY2026-07-10

Policy Pulse — Trump — 10 Jul 2026

Trump's portfolio beats S&P 500 with 37.3% return; top holdings GOOGL, AAPL, NVDA, AVGO. Brokers bought $10M-$24M in defence stocks. Aircraft Section 232 probe launched. Spain trade threat via IEEPA escalates. USMCA non-renewed. AI E.O. 14409 signed.

policy-pulsetrumpus-onlyleader-tradesdefence