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Earnings Estimate Revisions Are Very Optimistic
Earnings Estimate Revisions Are Very Optimistic
Authored by Lance Roberts via RealInvestmentAdvice.com,
đź’° Earnings Estimate Revisions Are Very Optimistic
Last week, we discussed the S&P earnings record and why such record earnings could be a warning for the market. I want to continue that discussion by focusing not only on what has happened but also on what is expected to happen in the future. While the Q1 2026 earnings results are spectacular, so far, the earnings estimate revisions behind them are the real story.
The first-quarter 2026 earnings season is delivering results that Wall Street...
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May 15, 2026 / Tyler Durden
My President Went To Beijing And All I Got Was This Crummy T-Shirt
My President Went To Beijing And All I Got Was This Crummy T-Shirt
Authored by Peter Tchir via Academy Securities,
Stocks rallied after Jensen hopped on AF1 in Alaska. They rallied several times yesterday on Iran/China headlines, on Boeing selling planes headlines, and other soundbites from the much heralded Xi and Trump Summit.
As discussed in Wednesday’s report China and Trade, we did not have high expectations regarding this meeting. We did feel that the President wanted a deal badly enough, that we would get something to help markets, even though it seemed...
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May 23, 2026 / Tyler Durden
Free Speech Shouldn't Be Just For The Party In The White House
Free Speech Shouldn't Be Just For The Party In The White House
Authored by Charles Sauer via RealClearMarkets,
One of the most important Executive Orders signed by President Trump on his first day in office was Restoring Freedom of Speech and Ending Federal Censorship. As the title suggests, the order forbids any U.S. Government employee from taking any actions that violate the First Amendment rights of any American citizen. The Executive Order is intended to protect against future encroachments on the right to free speech like those that occurred under the...
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Mar 9, 2026 / Kyle Anzalone
Report: Trump’s Gaza Peace Process Put on Hold By War in Iran
According to a report, President Donald Trump’s key Middle East policies are now conflicting with one another. Ynet reports speaking with three officials who said that talks with Hamas to bring the conflict in Gaza to an end were halted when the Iran war began last week and have not resumed. In October, Tel Aviv […]
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