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Corporate Earnings Just Had Their Best Quarter in Five Years, and Wall Street Still Underestimated It
Analysts walked into this earnings season expecting S&P 500 profit growth of roughly 32%. With 61% of companies now reporting, aggregate earnings
Daniel Whitmore
Oil Spiked From a Middle East Conflict, and Nuclear Stocks Are the Ones Rallying
Oil prices have climbed to some of their highest levels in years as conflict in the Middle East keeps supply risk elevated. The stock
Daniel Whitmore
REITs Just Quietly Beat the Market, and Hotels Are Doing the Heavy Lifting
While most of the market's attention this year has stayed fixed on rates and tech earnings, real estate investment trusts turned in
Daniel Whitmore
The Tariff Deadline Nobody's Talking About Just Reshaped Corporate Costs
Most of the tariff headlines this year focused on the big reciprocal rate resets. The one that actually matters more for corporate margins right
Daniel Whitmore
The Fed Just Stopped Telling You What's Next, and That's the Real Story
The federal funds rate has sat at 3.50% to 3.75% for four straight meetings, and going into July, traders had no idea
Daniel Whitmore
The AI Trade Just Ran Into an Old Question: Who Is Actually Paying for This
Chip stocks from Seoul to Silicon Valley took a sharp leg down this week, and the trigger wasn't a bad earnings report
Daniel Whitmore
A Hawkish Fed Chair Just Rewired What Rate Cuts Mean This Year
For most of this year, investors assumed the only question left for the Federal Reserve was how many times it would cut rates. Kevin
Daniel Whitmore
Gold Is Down This Year Despite Rising Inflation, and That's Not a Contradiction
If you only knew one fact about this year, that inflation has stayed stubbornly elevated while energy prices climbed sharply, you would probably assume
Daniel Whitmore
The Market Isn't Falling Apart, It's Just Changing Its Mind About Who Wins
Look at the S&P 500 headline number this month and you would think almost nothing happened. The index has stayed roughly flat,
Daniel Whitmore
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