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Earnings Drive Both Bull & Bear Markets
Earnings Drive Both Bull & Bear Markets
Authored by Lance Roberts via RealInvestmentAdvice.com,
“Earnings drive market outcomes. In 151 years, every single 20% market decline was accompanied by a double-digit earnings decline, with zero exceptions.”
Every few months, a new reason to sell arrives. Capital spending is too high. The deficit is unsustainable. Oil just broke out. The conclusion attached to each is always the same: investors are about to lose half their money. I’ve watched that warning recycle for three decades, and it’s a smoke detector that goes off every time somebody makes...
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Apr 11, 2026 / Tyler Durden
Metal Shock: Gulf's Largest Aluminum Producer Declares Force Majeure
Metal Shock: Gulf's Largest Aluminum Producer Declares Force Majeure
A little more than a week after Emirates Global Aluminum (EGA), the Gulf's largest aluminum producer, halted operations at its Al Taweelah smelter following Iranian missile and drone strikes, EGA has now declared force majeure on parts of its contract book, signaling that supply chain disruptions are spreading beyond energy markets and into industrial metals.
Bloomberg obtained new documents showing that EGA invoked force majeure clauses to suspend at least some deliveries after Iranian drone and missile strikes damaged the Taweelah smelter...
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Jun 7, 2026 / Tyler Durden
100 Day Mark: Iran Threatens Renewed Attacks On US-Israeli Bases, Citing IDF Escalation In Lebanon
100 Day Mark: Iran Threatens Renewed Attacks On US-Israeli Bases, Citing IDF Escalation In Lebanon
Summary
Sunday is day 100 since President Trump launched Operation Epic Fury.
Ghalibaf warns after IDF escalation in Lebanon: US & Israeli bases, assets in region are 'legitimate targets'.
Talks stuck on unfreezing assets: "Twenty-four billion dollars is not much for America if he wants to reach an agreement with Iran," Iranian Gen. Mohsen Rezaei told CNN. "This is our own, not America's money."
US x Iran permanent peace deal by June 15, 2026?
Yes 7% · No 94%View full...
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Apr 22, 2026 / Dave DeCamp
US Bombs Somalia for 57th Time This Year
US Africa Command said in a press release on Tuesday that its forces launched an airstrike in Somalia on April 20, as the Trump administration continues a record-shattering bombing campaign in the country with virtually no US media coverage. AFRICOM said the strike targeted the ISIS affiliate in Somalia’s northeastern Puntland region and that it […]
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