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"Stunning Quarter": Highest Earnings Growth In Over Two Decades Yesterday, Deutsche Bank's head of thematic research published his latest chartbook, "The Great 2026 Reset," which delves into the market and political implications of the Iran conflict (available here to pro subs). One key topic explored by Reid is the remarkable US Q1 earnings season. As we previewed ahead of the start of reporting seasons, earnings are significantly exceeding consensus estimates across all metrics, despite a high bar. S&P 500 earnings growth is projected to accelerate sharply from 13.4% in Q4 to...

Dems Have A Voter Problem. Gerrymandering Was Never Going To Fix It Authored by Ryan Young via RealClearPolitics, In November 2024, 47% of Virginia voters cast ballots for Republican congressional candidates. Under the map Virginia Democrats tried to push through, those voters would have ended up with exactly one Republican district out of 11. Going from a 6-5 to a 10-1 split was what Democrats called "restoring fairness." To get it done, Democrats bypassed a bipartisan redistricting commission that Virginia voters had specifically created in 2020 to end partisan map-drawing. They drafted...

Trump Signs Orders To Curb Birthright Citizenship, Target Birth Tourism President Donald Trump signed two executive orders Thursday that will restrict automatic citizenship to ​children born in the United States because of commercial birth tourism and several other factors. One of the measures bans birth tourism, the practice of traveling to the United States on a tourist visa with the intention to have a child that is given automatic U.S. citizenship. Trump called it “a big deal” and said during the signing ceremony that birthright citizenship has been made into a joke. The...