HON

1 deep-dive · 2 policy notes

Deep-dive research

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.

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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