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  • 😮 The China Trade War: 4 Major Brands That Could See Big Losses

😮 The China Trade War: 4 Major Brands That Could See Big Losses

Plus, Gold's historic move, and more

It’s Friday! Tariffs are reshaping the retail landscape, and some of the biggest names in fashion could be headed for trouble. Read on to see which companies are most exposed, and what should investors watch next. Also, Gold did something that’s only happened twice this century. Click here to learn more.

— Justin Giles

Plus, if you’re looking for a growing global biopharmaceutical leader, check out today’s sponsor.

MARKET RECAP

Yesterday: Stocks finished sharply higher Thursday, with the S&P 500 rising more than 1.5% for a third consecutive day. Investor sentiment continued to improve after President Trump clarified he has no plans to remove Fed Chair Jerome Powell and reports of possible tariff reductions on Chinese imports — although no official action has been announced. Economic data also boosted optimism, with March durable goods orders beating expectations and initial jobless claims holding near historic lows. Bond yields declined, with the 10-year Treasury yield ending around 4.3%, and Alphabet reported earnings after hours on Thursday that beat analyst estimates.

On Our Radar: Markets will look to the final reading of consumer sentiment — expected to match the prior reading of 50.8 — for clues on consumer confidence amid lingering economic uncertainty. On the earnings front, Domino's Pizza will release its Q1 earnings before the market opens on Monday.

TOP STORY

Tariffs on Chinese imports have skyrocketed to staggering levels — surpassing even Trump-era highs — and the ripple effects are about to hit consumers and investors alike.

Read on to see which brands are the most at risk and how to protect your portfolio.

Kamada Ltd. (NASDAQ: KMDA), a global biopharmaceutical company and provider of specialty plasma, is expanding its plasma collection capabilities, announcing a third site in Texas.

The 11,100 square foot center in San Antonio, Texas, will be operated by the company’s plasma unit and is planned to support as many as 50 donor beds. The facility is projected to collect up to 50,000 liters annually, building Kamada’s supply at a time when specialty plasma is in demand. Kamada expects to submit applications for FDA and European Medicines Agency approvals in the second half of 2025.

Once it's up and running, Kamada expects the center to support its hyper-immune plasma needs, potentially reduce raw material costs, and at full capacity, is expected to add $8 million to $10 million in annual revenue.

This is a paid ad. Please see 17b disclosure here for more information.

FIVE ZINGERS

Robotaxi Boost: The Trump administration's regulatory changes could give Tesla's robotaxi plans a major boost. Read on to see how this impacts the autonomous vehicle market!

Sour Apple: Apple’s iPhone sales surge amid tariff fears, but rising supply chain costs may hurt margins long-term. Discover why analysts are trimming revenue forecasts and urging caution.

Under Pressure: Shares of Intel have dropped 64% in five years, but CEO Lip-Bu Tan says the company is working on a long-term recovery plan. Click to see if Intel has what it takes to bounce back in the semiconductor market!

Google’s Crossroads: Experts warn Google could face an eBay-like decline if it doesn't adapt to AI quickly enough. Will its efforts secure the future, or is it at risk of falling behind? Read on to find out.

MarineMax Surge: Shares of MarineMax’s soared more than 15% after beating Q2 earnings expectations with strong sales. Discover the key factors behind the rise!

ONE FOR THE ROAD
Wall Street Mint Silver Kilo bars by Scottsdale Mint in Arizona.

An ounce of gold is now worth more than 100 times an ounce of silver, a rare imbalance only seen twice over the past century — and analysts say it's flashing a buy signal for silver.

In 2025, gold has emerged as the undisputed leader among global asset classes, soaring to new heights while silver remains notably behind, widening a gap that few expect to last.

Prices of the yellow metal — tracked by the SPDR Gold Trust GLD — surged to $3,500 per ounce this week, notching fresh all-time highs and delivering nearly 30% in year-to-date gains. Silver, on the other hand, has lagged well behind. The iShares Silver Trust SLV hovered at $33.50 per ounce, still 33% below its 2011 peak of $50.

Read on to see why experts believe the gold-to-silver ratio will revert sharply, and why silver is primed to outperform the next leg of the precious metals rally.

SPECIAL OFFER

Markets dropped, then reversed. Most traders froze. Matt Maley? He locked in +770%, +360%, and +250% gains—all before the dust settled. This Sunday at 1 PM ET, join his live strategy session and learn how to trade any spikes and selloffs coming this week. Limited seats — register now.

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