Focus, Perspective & Discipline: The 3 Keys of the Week (Even in Crypto)

Hey everyone, hi friends! It’s Monday, July 21st, 6 AM. I hope you had a great weekend, whether it was restful, productive, sporty – or all three. For me, it was just my kind of weekend: sports, a bit of work, some rest, but above all, the urge to hit the ground running this week.

But I’ll be honest: sometimes we go through patches that feel a bit grimy – storms, bad weather outside, it affects your mood, and that’s life. You have to push yourself, keep moving forward, because it’s in those times that you really make a difference. That’s when you cement the habits that pay off in the long run, and I think that’s why we’re all here every morning.

Rates, Inflation and the Trump-Powell Feud: A Summer Under Pressure

A quick note to say thank you, because the response on YouTube to the latest chat with Alexandre Baradez was fantastic. Talking about interest rates, inflation, the ongoing tension between Trump and Powell (the head of the Fed), was fascinating. I really enjoyed filming this format; it brings in new perspectives. Even when we don’t always agree, that’s what makes the conversation richer. I encourage you to watch it if you haven’t already, especially for those not on YouTube.

Market-wise, the main theme this week remains uncertainty over monetary policy: inflation is picking up again, rates remain high, there’s political pressure in the US… and the big question: will we actually get the rate cuts expected? Or if Trump comes back, will he shake things up and even threaten Powell? All this is fueling nerves and volatility in the markets.

Decisive Week for Earnings: Giants Take the Stage

On the earnings front, get ready for a big week: Tesla, Alphabet (Google’s parent company), Intel, SAP, Coca-Cola, and more. Last week was mainly about US banks reporting, and overall, the numbers were better than expected. To give you perspective: on the S&P500, 12% of companies have reported for Q2 2025, and 83% are outperforming on net earnings per share. That’s the key number to watch first: net profit per share, much more telling than gross revenue.

But be cautious: valuations remain historically high. We’re talking about an average P/E over 22 on the S&P500, while the 5-year average is about 20, and the 10-year average is 18. Yes, there’s an AI premium: giants in the sector are still richly valued, but as long as results keep up, so does the market.

For example: the stellar results from TSMC, Nvidia’s supplier. That reassured everyone: when the value chain performs, the sector “stars” should follow, supporting the trend. Hence the very positive momentum in the Nasdaq and S&P500: as long as we stay above key levels like 22,900 on the Nasdaq, 6,280 on the S&P500 or even 44,300 on the Dow Jones, the trend is clearly bullish. As always, watch signals around these pivotal zones to intervene at the best time.

Europe: Less Interest, Spotlight on the US

Honestly, Europe isn’t where I want to be right now. The CAC: neutral, stuck between 7,700 and 7,900, uninteresting short-term. Same for the DAX, though we’re keeping an eye above 24,000. Nothing to note for oil or gold – it’s been flat for weeks; you have to chase extremes to act. Same story with the euro/dollar: volatility has vanished, not the time to get excited.

Stocks and Crypto: Stay Selective, Stay Calm

For stocks, I’m sticking with active management on names like Tesla. I took partial profits starting from $180, bought back in at two levels, and adjust according to signals. I avoid blindly buy & holding, because no one really knows what tomorrow holds, even for the “stars.”

In crypto, things remain strong: Ethereum leads, Bitcoin holds steady, and some alts are surprising, like ETC or AVE recently. Here too, active management, taking profits in stages, no blind conviction. I prefer to stay objective: in these phases, discipline pays off more than collective hype or panic. And above all, don’t force a trade if there’s nothing to do — just stick to your process.

Lesson of the Week: Discipline and Process Above All

If I can share one thing this morning, it’s this: it’s not the number of hours spent in front of the screen that makes a difference, but the ability to maintain a process, to stay disciplined, not to force things. It’s better to spend 60 minutes truly resting than 60 minutes mindlessly scrolling. Make every hour a conscious choice – working, learning, enjoying your loved ones, or simply relaxing.

That’s the plan for this week: keep a cool head, enjoy if you’re on vacation, strength and honor for those working. We don’t say “good luck” — we don’t need it. We know why we do things. We go the distance. Above all, stay the course: discipline, calm, and targeted action.

Thank you all for your loyalty, your feedback, your energy every morning. I’m leaving you the video with Alexandre Baradez just below if you want to dig deeper into the Fed, Trump, Powell, and rates.

Wishing you an excellent week. See you soon on InteractivTrading.com. Strength and honor to all, bye!