This week has been absolutely action-packed. Between AAPL, AMZN, META, MSFT, the FOMC, and the August 1st tariffs commencement, I had totally forgotten that the jobs report was even coming out. In quieter times, this would be an “all hands on deck” situation, but it’s been a madcap week. This morning, the big event is that August 1st is here, and tariffs are finally kicking in. How fondly we recall when the tariffs were first announced four months ago, hosted by the President’s press secretary, Sydney Sweeney.

