Tariffs still haven't hit earnings in aggregate, says NewEdge's Cameron Dawson

So, what does it mean for the market going forward. Let's ask New Edge Wealth's Cameron Dawson and Palumbo Wealth Management's Phil Palumbo, both here at Post 9. Welcome to you both.Um, it's interesting, Cameron, because like two and a half weeks ago, the market had a little bit of a panic on a perceived reescalation of trade tensions. We got sort of a status quo type of a truce. Um, market seems to have moved on to are earnings good enough.Um, what does positioning look like. and did we get too overexposed ...